Converla Help Center

Getting started

6 articles

View all

• What is Converla? Unified inbox for WhatsApp and channels

  This Converla Help article explains unified team inbox for WhatsApp and other enabled channels, with optional AI, flows, and commerce on eligible plans. It is written for MENA and global operators who need practical step...

• Create a Converla account and connect your first channel

  This Converla Help article explains creating a workspace, choosing Starter/Growth/Scale, connecting the first channel, and inviting agents. It is written for MENA and global operators who need practical steps—not a one-l...

• Converla go-live checklist: plan, channels, team

  This Converla Help article explains a practical go-live checklist covering plan, channels, team, knowledge, widget, and a real test message. It is written for MENA and global operators who need practical steps—not a one-...

• Choose the right Converla plan — Starter, Growth, Scale

  This Converla Help article explains matching Starter, Growth, or Scale to message volume, seats, AI, and commerce needs. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enab...

• Invite your Converla team and set agent roles

  This Converla Help article explains inviting agents by email and assigning roles so inbox and billing access stay controlled. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only...

• Converla brand workspaces and separate customer data

  This Converla Help article explains keeping each brand workspace’s inbox, contacts, and knowledge isolated. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what your...

WhatsApp & Meta

5 articles

View all

• Connect WhatsApp Business to Converla — Integrations steps

  This Converla Help article explains connecting WhatsApp Business via official Meta Embedded Signup under Integrations → WhatsApp. It is written for MENA and global operators who need practical steps—not a one-line blurb....

• WhatsApp templates and the 24-hour messaging window in Converla

  This Converla Help article explains the 24-hour customer care window versus approved WhatsApp message templates and opt-in. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only e...

• How WhatsApp messages reach the Converla inbox

  This Converla Help article explains how Meta delivers inbound WhatsApp messages into Converla and what to check when delivery stops. It is written for MENA and global operators who need practical steps—not a one-line blu...

• Connect a WhatsApp Business phone number to Converla

  This Converla Help article explains connecting one production WhatsApp Business phone number to one live inbox. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what y...

• Prepare Meta Business before connecting WhatsApp, Instagram, Messenger

  This Converla Help article explains preparing Meta Business Manager, pages, and permissions before WhatsApp, Instagram, or Messenger. It is written for MENA and global operators who need practical steps—not a one-line bl...

Channels

7 articles

View all

• Converla channels in one unified inbox

  This Converla Help article explains running WhatsApp, Messenger, Instagram, Telegram, Web Chat, and SMS in one shared inbox so agents keep context when customers switch apps. It is written for MENA and global operators w...

• Instagram DMs in the Converla unified inbox

  This Converla Help article explains linking an Instagram professional account so DMs appear beside WhatsApp in the team inbox. It is written for MENA and global operators who need practical steps—not a one-line blurb.Onl...

• Facebook Messenger chats in the Converla inbox

  This Converla Help article explains connecting a Facebook Page so Messenger chats land in Converla with clear channel badges. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only...

• Set up a Telegram bot channel in Converla

  This Converla Help article explains creating a BotFather bot, pasting the token under Integrations, and receiving chats in the inbox. It is written for MENA and global operators who need practical steps—not a one-line bl...

• SMS channel for Converla customer conversations

  This Converla Help article explains enabling SMS (when on your plan) with sender details and compliance, then replying from the unified inbox. It is written for MENA and global operators who need practical steps—not a on...

• Website chat widget for Converla sales and support

  This Converla Help article explains embedding the website widget with a token and allowed-domains list for Help and live chat. It is written for MENA and global operators who need practical steps—not a one-line blurb.Onl...

• Which channels are available on my Converla plan?

  This Converla Help article explains understanding which channels are enabled for your plan and platform configuration. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable...

Inbox & team

6 articles

View all

• Unified team inbox in Converla for all channels

  This Converla Help article explains one queue for WhatsApp, Messenger, Instagram, Telegram, Web Chat, and SMS with assignment, search, badges, and optional AI handoff. It is written for MENA and global operators who need...

• Assign and transfer conversations in Converla

  This Converla Help article explains assigning and transferring chats without losing notes or history. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what your paid p...

• Search and filter conversations in the Converla inbox

  This Converla Help article explains finding threads quickly with channel, status, and assignee filters plus text search. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enab...

• Agent presence and workload in Converla

  This Converla Help article explains using presence and assignment views to balance WhatsApp peak workload. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what your p...

• Business hours and after-hours replies in Converla

  This Converla Help article explains setting brand business hours and after-hours acknowledgements on WhatsApp and web chat. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only e...

• Saved replies and quick answers in Converla

  This Converla Help article explains creating consistent saved answers for pricing, shipping, and frequent questions. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable w...

AI & automation

6 articles

View all

• AI replies with human handoff in Converla

  Converla AI answers customer questions from your approved knowledge, then hands the conversation to a human agent in the unified inbox when a person is needed — with the full thread preserved.AI is assistive and availabl...

• Train the Converla knowledge base for Help and AI

  This Converla Help article explains adding Manual and FAQ knowledge so Help and AI stay factual for MENA customers. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable wh...

• Converla AI features by plan

  This Converla Help article explains checking which paid plans include AI before enabling it for a brand. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what your pai...

• Flow builder and campaigns in Converla

  This Converla Help article explains building visual welcome/handoff flows and running campaigns within Meta messaging rules. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only...

• Automation best practices for Converla WhatsApp

  This Converla Help article explains launching one simple WhatsApp welcome flow and a clear human path before complex branches. It is written for MENA and global operators who need practical steps—not a one-line blurb.Onl...

• How Converla AI stays grounded in your knowledge

  This Converla Help article explains how Converla pulls approved knowledge into AI replies so policies are not invented. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enabl...

Commerce

5 articles

View all

• WooCommerce product cards inside Converla chats

  This Converla Help article explains showing WooCommerce products with price and stock inside eligible chat channels. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable w...

• Connect a WooCommerce store to Converla

  This Converla Help article explains linking a WooCommerce store from Integrations with URL and API keys, then testing sync. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only e...

• Sync WooCommerce products, stock, and prices to Converla

  This Converla Help article explains re-syncing catalog data after price or stock changes before busy campaigns. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what y...

• Commerce catalog vs Help articles in Converla

  This Converla Help article explains keeping product catalog data separate from curated Help/Manual articles. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what your...

• Answer order and shipping questions in Converla

  This Converla Help article explains using knowledge for policy answers and human handoff for payment or account-specific order changes. It is written for MENA and global operators who need practical steps—not a one-line...

Pricing & plans

5 articles

View all

• Converla pricing plans: Starter, Growth, and Scale

  This Converla Help article explains comparing Starter, Growth, and Scale by volume, seats, channels, AI, and commerce. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable...

• How Converla paid plans work (Starter, Growth, Scale)

  This Converla Help article explains how Converla paid plans work while you evaluate Help and on-site chat before connecting channels. It is written for MENA and global operators who need practical steps—not a one-line bl...

• Understand Converla plan limits and upgrades

  This Converla Help article explains what happens near message, seat, or channel limits and how to upgrade from Billing. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enabl...

• Agent seats and team capacity on Converla plans

  This Converla Help article explains agent seat capacity on paid plans and inviting only people who need inbox access. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable...

• Billing, invoices, and receipts in Converla

  This Converla Help article explains where owners find invoices and keep company details accurate for receipts. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable what yo...

Security & privacy

5 articles

View all

• Security, privacy, and customer data in Converla

  This Converla Help article explains brand isolation, login-protected admin, and careful handling of channel tokens. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable wh...

• Converla privacy policy overview for customers

  This Converla Help article explains where to read Converla privacy commitments for customers who ask about conversation storage. It is written for MENA and global operators who need practical steps—not a one-line blurb.O...

• Request data deletion from Converla

  This Converla Help article explains requesting personal data deletion via the footer process and removing contacts when required. It is written for MENA and global operators who need practical steps—not a one-line blurb....

• Access control and admin roles in Converla

  This Converla Help article explains using roles so only trusted admins manage Integrations connections and billing. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only enable wh...

• Widget tokens and allowed domains in Converla

  This Converla Help article explains protecting the public widget with tokens and allowed domains, and rotating if compromised. It is written for MENA and global operators who need practical steps—not a one-line blurb.Onl...

Troubleshooting

5 articles

View all

• Fix WhatsApp connection problems in Converla

  This Converla Help article explains fixing WhatsApp connection health under Integrations → WhatsApp and verifying with a known phone. It is written for MENA and global operators who need practical steps—not a one-line bl...

• Fix website widget problems in Converla

  This Converla Help article explains fixing embed snippet, token, allowed domains, and knowledge readiness for the website widget. It is written for MENA and global operators who need practical steps—not a one-line blurb....

• Fix empty or wrong AI answers in Converla

  This Converla Help article explains fixing empty or off-topic AI replies by checking knowledge readiness, plan AI access, and sync. It is written for MENA and global operators who need practical steps—not a one-line blur...

• Find missing conversations in the Converla inbox

  This Converla Help article explains finding “missing” chats by clearing filters and confirming the channel is still enabled. It is written for MENA and global operators who need practical steps—not a one-line blurb.Only...

• Contact Converla support and Help Center chat

  This Converla Help article explains using Help articles first, then on-site chat with workspace domain and affected channel details. It is written for MENA and global operators who need practical steps—not a one-line blu...