Resources

Convexa documentation

Essential guidance for configuring your account, connecting an agent and launching your first workflows.

Getting started

Create an account, complete your business profile, add an agent and follow the connection process shown on its detail page.

  • Choose the assistant role, language and tone
  • Enable the required workflows
  • Define reply and human handoff rules
  • Test the assistant before activation

AI agents

Each agent has its own configuration. Saved changes apply to subsequent messages without recreating the agent.

Shop, orders and appointments

Add products, variants, prices and images, then make them available to every agent or selected agents.

Orders, customers and appointments captured from conversations appear in the Shop.

API and integrations

Advanced integrations and API access are progressively made available according to the enabled features and plan.

Assistente Convexa

Ajuda em toda a aplicação

Convexa documentation | Convexa