Integration

The CSV over SFTP integration allows you to upload a CSV file to our SFTP server by using an application that we will help install during the onboarding process. The CSV file is created using a spreadsheet application like Microsoft Excel and stores rows of data records in plain text. 

Please see this article for more integration information.

Email

An integral part of the Conversica service is sending emails on your behalf from your virtual assistant and being able to receive email responses from prospects for AI classification and follow up. 

The preferred approach is to send emails via the Conversica system using a dedicated sub-domain. This setup for messaging allows sending larger quantities of email in shorter periods of time and eliminates any sending limit restrictions.

Please view this article for subdomain configuration instructions.

Assistant

This article reviews the best practices for creating your Conversica assistant:

• Assistant Name
• Assistant Title
• Assistant Work Times
• Assistant Holidays

Please notify your onboarding team when you have decided on these settings.

Dashboard

The dashboard is the part of the Conversica system you will log into to interface with the Conversica system. Please view this article for more information about the dashboard.