Getting Started Guides

Everything you need to master Converge. Each guide takes about 10 minutes and walks you through the essentials.

Converge Converge Team
•
Inbox

Inbox

All users

Master your unified inbox for managing all customer conversations in one place

Read now
Replies

Replies

Admin

Save time with quick replies, auto-responses, and dynamic message variables

Read now
Leads

Leads

All users

Capture, score, and convert website visitors into customers automatically

Read now
Tags

Tags

All users

Organize customers with labels and groups for better workflow management

Read now
Team Chat

Team Chat

All users

Collaborate with your team in real-time without leaving the platform

Read now
Chat Widget

Chat Widget

Admin

Install and customize your website chat widget for visitor engagement

Read now
Platforms

Platforms

Admin

Connect WhatsApp, Telegram, Instagram, and other messaging channels

Read now
Assets

Assets

Admin

Manage your file library with storage monitoring and smart organization

Read now
Q&A

Q&A

All users

Build a knowledge base that helps customers find answers instantly

Read now
Widget Analytics

Widget Analytics

Admin

Track visitor behavior with privacy-respecting analytics and custom events

Read now
SLA Policies

SLA Policies

Admin

Define response and resolution targets per priority level with automatic tracking and breach alerts

Read now
CSAT Surveys

CSAT Surveys

Admin

Measure customer satisfaction with agent-triggered 5-star surveys and per-agent analytics

Read now

Frequently Asked Questions

How long do these guides take to complete?
Each guide takes about 10 minutes to read. They're designed to give you a comprehensive overview of each feature with practical examples and screenshots.
Do I need to read the guides in order?
No, each guide is standalone. Start with the feature you need most—Inbox for conversation management, Platforms for connecting channels, or Leads for visitor tracking.
Are some features only available to admins?
Yes, guides marked with 'Admin' cover features that require admin permissions, such as platform connections, auto-replies configuration, and widget settings. Regular agents can access all other features.
Where can I find quick how-to instructions?
For shorter, task-specific instructions, visit our Help Center. It has step-by-step guides for specific tasks like connecting WhatsApp or setting up auto-replies.

Looking for quick answers?

Visit the Help Center for step-by-step instructions on specific tasks like connecting platforms, setting up features, and troubleshooting issues.

Browse Help Center
Need help? Click the chat widget in the bottom right corner.