ConversaLabs Help Center
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ConversaLabs platform overview

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

ConversaLabs is an omnichannel support, sales and automation platform. In a single place you bring together every conversation from your channels (WhatsApp, website, email, social and more), organize your contacts, track deals in the CRM, collect payments, schedule appointments, run follow-up cadences and automate flows — powered by the Maestro AI.

The platform combines the native capabilities of a modern conversation hub with dozens of additional ConversaLabs modules (WhatsApp Web/Hub, Payments, CRM, Calendar, Follow-ups, Catalog, Sales & Gamification, Contracts, Growth, Flow Builder and more). You enable only what you need.

Prerequisites

  • An active ConversaLabs account and a user with access.
  • An up-to-date browser (Chrome, Edge, Firefox or Safari).
  • For specific channels and modules, the matching permissions and integrations (detailed in each category of this Help Center).

Step by step

  1. Sign in with your email and password.
  2. Get to know the left sidebar: it's how you move between Conversations, Contacts, Reports and the enabled modules.
  3. Connect your first Inbox (for example, a WhatsApp number).
  4. Import or create your Contacts.
  5. Enable the modules that make sense for your business (CRM, Payments, Calendar, etc.).
  6. Use Maestro to speed up onboarding and day-to-day operations.

Settings & options

  • Account: company details, language, time zone and branding.
  • Inboxes: one channel per inbox, with its own assignment and business-hours rules.
  • Agents and teams: who handles conversations, with which permissions and in which teams.
  • Modules: each module has its own settings area, described in the matching category of this Help Center.

Use cases

  • Centralize support across multiple WhatsApp numbers and the website in a single screen.
  • Turn conversations into deals in the CRM and bill them with Payments.
  • Schedule meetings and services with the Calendar and recover opportunities with Follow-ups.
  • Scale marketing and sales with Growth, Campaigns and Gamification.

Tips, limits & best practices

  • Start simple: connect a channel and organize contacts before enabling every module.
  • Enable modules incrementally so your team can absorb each addition.
  • Respect each channel's limits (for example, WhatsApp anti-ban best practices).

Troubleshooting

  • I can't sign in: check your email/password and see the login, profile and 2FA article.
  • I don't see a module: it may not be enabled for your account or your access role — talk to an administrator.

See also