Converla go-live checklist: plan, channels, team

After signup, work through this list:

• Choose the paid plan that matches volume and seats.
• In Integrations, connect at least one channel from WhatsApp, Messenger, Instagram, Telegram, Web Chat, and SMS.
• Invite agents and set who can assign conversations.
• Add Manual or FAQ knowledge for Help and AI.
• Embed the website widget on your domain (token + allowed domains).
• Send a test message and confirm it appears in the Inbox.