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

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Replies

Replies

Admin

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

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Leads

Leads

All users

Capture, score, and convert website visitors into customers automatically

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Tags

Tags

All users

Organize customers with labels and groups for better workflow management

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Team Chat

Team Chat

All users

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

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Chat Widget

Chat Widget

Admin

Install and customize your website chat widget for visitor engagement

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Platforms

Platforms

Admin

Connect WhatsApp, Telegram, Instagram, and other messaging channels

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Assets

Assets

Admin

Manage your file library with storage monitoring and smart organization

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Q&A

Q&A

All users

Build a knowledge base that helps customers find answers instantly

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Widget Analytics

Widget Analytics

Admin

Track visitor behavior with privacy-respecting analytics and custom events

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SLA Policies

SLA Policies

Admin

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

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CSAT Surveys

CSAT Surveys

Admin

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

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AI Features

AI Features

All users

Generate reply suggestions, polish drafts, transform messages, and translate with context

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Auto-Routing

Auto-Routing

Admin

Assign incoming conversations to agents automatically with round robin or load balanced strategies

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Company Settings

Company Settings

Admin

Configure working hours, manage visitors, ban abusive users, and administer your team

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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.