KonvoLead help

How to set up KonvoLead and run it day to day: what the agent knows, the leads it brings in, and the campaigns and calls that reach them.

New to KonvoLead? Start here

  1. What KonvoLead doesThe agent, the menu, and how the parts fit together.
  2. The welcome checklistWhat has to be in place before the agent talks to buyers.
  3. Quickstart: your first campaignFrom a brochure to a sent campaign in about 20 minutes.

Common tasks

Every topic

Getting started

What KonvoLead does, signing in, and your first campaign.

Knowledge

Teach the agent your projects, and check what it will say about them.

Leads

Read conversations, hand leads to your team and confirm site visits.

Campaigns

Reach a list of people on WhatsApp, by phone, or both.

Inbound agent

Answer everyone who messages or calls your number.

Sales team

Who the agent hands leads to, and how they hear about it.

Calls

How the agent calls, and the number buyers see.

Account

Settings, billing, your WhatsApp number, who can sign in, and your reports.

Industries

How the agent works for real estate, loans, credit cards and cars.

Reference