Documentation
Everything you need to ship Vivollo
Guides, channel setup, and references to take your agent from zero to live.
01
Get started
- What is Vivollo?Learn how Vivollo helps you support and sell to customers across every channel.
- QuickstartConnect a channel, add knowledge, and test your first Vivollo agent.
- Core conceptsLearn the main parts of Vivollo and how they work together.
- The panelFind your way around the three parts of Vivollo.
02
Conversations
- DashboardConversations, customers and busy hours at a glance.
- ExecutionsSee which flows ran, how often, and where conversations stop.
- The inboxRead conversations, see customer context, and take over when a teammate is needed.
- Live handoffMove a conversation from the AI to a teammate without losing context.
- Visitor journeySee device, location, traffic source, and page history for website visitors.
- MetafieldsStore details about a conversation or customer and use them in flows, the inbox, and Insights.
- VisionLet the assistant use customer images as part of its answer.
03
Channels
- OverviewConnect the places where customers contact you and the systems that hold your commerce data.
- Web widgetAdd a branded Vivollo chat to your website.
- WhatsAppConnect your WhatsApp Business number and use the same assistant, flows, and inbox you already use in Vivollo.
- InstagramHandle Instagram direct messages and post comments with Vivollo.
- Help desksConnect the support or messaging tool your team already uses.
- Your storeLet the assistant search your catalog, resolve a product code and check an order.
04
Knowledge
- OverviewEverything your assistant knows — articles, files, synced pages and product catalogs — in one place.
- Collection typesPick the right kind of collection for articles, products, listings or your own records.
- Fields and filtersStructure collection data so the assistant can return precise results.
- Adding contentConnect a website, help center, store, Drive folder or your own API.
- How search worksLearn how Vivollo finds and ranks information from a collection.
- Writing articlesWrite articles and Q&A, upload files, and keep it all tidy in folders.
05
Assistants
06
Flows
- OverviewBuild the steps your agent follows on a visual canvas.
- Your first flowCreate a simple support flow with a greeting, AI answers, and human handoff.
- ConditionsSend a conversation down different paths by checking customer data, answers, or language.
- Reuse and timingReuse common steps and handle customers who stop replying.
- Rich messagesSend text, buttons, carousels, and forms from the Send message action.
07
Actions
- OverviewFind the right action for each step in a flow.
- TriggersOpen, pause, and close a conversation.
- Messaging and captureSend messages and save the details a customer gives you.
- AI and dataUse AI, search knowledge, classify messages, and extract structured data.
- Flow controlBranch a conversation or continue it in another flow.
- IntegrationCall an API, read and write a spreadsheet, and update Vivollo or Connexease records.
08
Guardrails
09
Insights
- OverviewUnderstand conversation topics, sentiment, trends, and missing knowledge.
- ExplorerFilter conversations, compare segments, and read the chats behind each result.
- FindingsReview unusual patterns Vivollo finds across conversations.
- Knowledge gapsSee what customers asked that the assistant could not answer, and write the answer.
- TaxonomyManage the labels used to classify conversations.
10
Surveys
11
Organization
- SettingsSet workspace-wide company, language, timezone, and conversation options.
- Team and rolesInvite teammates and give each person the access needed for their work.
- Plans and limitsCheck which features are available and how much of each resource you use.
- LocalizationSet your workspace language, reply in each customer's language, and use language in flows and Insights.
12
Developer
- OverviewConnect your systems to Vivollo with API keys, webhooks, and the REST API.
- API keysCreate and protect credentials used by your integrations.
- WebhooksNotify your system when a message, conversation, session, or user changes.
- REST APIRead and manage supported Vivollo resources from your own systems.