Getting Started
By Conversa Labs
By Conversa Labs
Platform overview, login, profile, 2FA, interface tour, core concepts and onboarding with the Maestro Brain.
ConversaLabs platform overview
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 - Access, profile and security (2FA) - Getting to know the interface - Core concepts - Onboarding with the Maestro Brain
Access, profile and security (2FA)
Overview You sign in to ConversaLabs with your email and password. In your profile you adjust your name, photo, language and notification preferences, and you can strengthen security by enabling two-factor authentication (2FA). Prerequisites - An invitation or an account already created on the platform. - For 2FA: an authenticator app (Google Authenticator, Authy, 1Password, etc.). Step by step 1. Open the login page and enter your email and password. 2. Forgot your password? Use Forgot password to receive a reset link by email. 3. In the top corner, open your profile menu and click Profile settings. 4. Update your name, photo, language and notification preferences. 5. To enable 2FA, open the security section, scan the QR code with your authenticator app and confirm the generated code. 6. Store the recovery codes somewhere safe — they unlock access if you lose your device. Settings & options - Profile: display name, avatar, interface language and signature. - Password: periodic password changes are recommended. - 2FA: enable/disable and regenerate recovery codes. - Notifications: email and browser/app notifications. Use cases - Standardize agent names and photos for a professional support identity. - Require 2FA to protect accounts with administrative access. Tips, limits & best practices - Enable 2FA especially for administrators and operators. - Never share your password or recovery codes. - Use a valid corporate email to receive resets and alerts. Troubleshooting - I didn't get the reset email: check spam and confirm the email is correct. - I lost access to my authenticator: use a recovery code or ask an administrator to reset your 2FA. See also - ConversaLabs platform overview - Getting to know the interface
Getting to know the interface
Overview The ConversaLabs interface is designed so you find everything fast. The main navigation lives in the left sidebar; content shows on the right, and quick actions (search, notifications and profile) are always within reach. Prerequisites - Be signed in to the platform. Step by step 1. Sidebar: switch between Conversations, Contacts, Reports and the enabled modules (CRM, Payments, Calendar, etc.). 2. Account switcher: if you have access to more than one account, switch here. 3. Search: quickly find conversations, contacts and articles. 4. Notifications: keep up with new messages, mentions and assignments. 5. Profile menu: access personal settings, availability and logout. 6. Settings area: manage inboxes, agents, teams, labels and integrations. Settings & options - Theme: light/dark where supported. - Language: set in your profile. - Keyboard shortcuts: speed up common support actions. - Side panels: in a conversation, panels for contact, CRM, tasks and more (per enabled modules). Use cases - Switch quickly between support queues and the CRM without losing context. - Use search to locate an old conversation in seconds. Tips, limits & best practices - Customize the order of side panels to match your workflow. - Learn the keyboard shortcuts to work faster. Troubleshooting - An item is missing from the sidebar: the module may be disabled or outside your access role. - The interface looks outdated: reload the page to get the latest version. See also - ConversaLabs platform overview - Core concepts
Core concepts
Overview To use ConversaLabs well, it helps to know a few terms that recur throughout the platform. They form the foundation the modules build on. Prerequisites - None. This is a conceptual guide. Step by step Get to know the core concepts: 1. Account: your company's space on the platform. Everything (inboxes, contacts, conversations) belongs to an account. 2. Inbox: represents a connected channel — for example, a WhatsApp number, a website widget or an email account. 3. Channel: the inbox type (WhatsApp, website, email, social, API, voice). 4. Agent: the user who handles conversations, with permissions defined by their role. 5. Team: a group of agents for organization and routing. 6. Contact: the person on the other side of the conversation, with their data and history. 7. Conversation: the message thread between a contact and your operation, with status, priority and an assignee. 8. Label: a marker to classify conversations and contacts. Settings & options - Custom attributes: extra fields on contacts and conversations for your business. - Conversation status: open, pending, snoozed or resolved. - Assignment: manual or automatic (round-robin/balanced) per inbox/team. Use cases - Route a channel's conversations to the right team. - Use labels to separate questions, sales and support. - Enrich contacts with custom attributes to segment campaigns. Tips, limits & best practices - Standardize labels from the start to keep reports consistent. - Use teams to mirror your real support structure. Troubleshooting - Conversation with no assignee: review the inbox's assignment rules. - Duplicate contact: check identifiers (phone/email) to avoid duplicates. See also - ConversaLabs platform overview - Getting to know the interface - Onboarding with the Maestro Brain
Onboarding with the Maestro Brain
Overview The Maestro Brain is your account's intelligence in ConversaLabs. During onboarding it speeds up the initial setup: you describe your business (by voice or text) and Maestro proposes and provisions the basics — such as departments/teams and initial settings — so you can start operating faster. Prerequisites - An account with Maestro enabled. - Administrator permission to apply provisioning. Step by step 1. The first time you open the account, start the Maestro Brain onboarding assistant. 2. Describe your business: what you do, how you serve customers and which areas/departments exist. You can dictate by voice or type. 3. Review the suggestions Maestro generates (for example, departments and initial settings). 4. Click Apply to provision what was suggested into your account. 5. Adjust anything you need and continue connecting channels and enabling modules. Settings & options - Voice input: dictate the information instead of typing. - Review before applying: nothing is provisioned without your confirmation. - Non-destructive provisioning: Maestro fills in what's missing without overwriting what already exists. Use cases - Quickly configure a new account with a basic department structure. - Standardize onboarding for new operations with just a few questions. Tips, limits & best practices - The clearer your business description, the better the suggestions. - Always review before applying; you can adjust everything afterward. - Onboarding is a starting point — go deeper on each module in this Help Center's categories. Troubleshooting - The assistant won't open: confirm Maestro is enabled and that you have administrator permission. - Apply provisioned nothing: review the suggestions and try again; check any error messages shown in the assistant. See also - ConversaLabs platform overview - Core concepts