Start using Qonvera

Qonvera connects customer conversations to the sales work needed to move them forward. A complete setup has four parts:

1. Confirm the organization details in Settings → General.
2. Create the workspaces your team needs in Settings → Workspaces.
3. Invite teammates and assign roles in Settings → Team.
4. Configure services, pipelines, and channels before processing live enquiries.

Recommended setup order

Step	Where	Result
Organization	Settings → General	Correct timezone, currency, and operating defaults
Workspaces	Settings → Workspaces	Users and services can be scoped to the right operating unit
Team	Settings → Team	Owners, Admins, Managers, and Agents have appropriate access
Services	Settings → Services	Enquiries can be matched to something your business sells
Pipelines	Settings → Pipelines	Opportunities have meaningful stages and next actions
Channels	Settings → Channels	Customer conversations arrive in the Inbox
Notifications	Settings → Notifications	Reminders match the team’s working rhythm

Note

Owners and Admins can configure settings. Agents do not see the Settings area.

Your first successful flow

After setup, test one complete journey: receive a test enquiry, confirm the contact, choose a service, create an opportunity, schedule a follow-up, move the opportunity to a new stage, and verify the result on the Dashboard.

See Workspaces, team, and access for the access model.