Quick Start and Account Setup

Guide intro

ConvortAI helps businesses run WhatsApp AI sales and support automation with CRM, customer profiles, follow-ups, customer updates, products, media, sequences, API/webhooks, WooCommerce, WordPress Website Connector, and Website Knowledge.

Start with a narrow workflow, confirm billing and safety settings, then expand once your team has reviewed real conversations.

What ConvortAI is

ConvortAI connects a client-controlled WhatsApp identity to AI replies, CRM pipeline tools, customer profiles, product or service knowledge, reusable WhatsApp-native media, follow-ups, customer updates, and integrations.

It is built to help with repeat sales/support conversations while keeping humans responsible for policies, pricing, delivery promises, refunds, compliance, and edge cases.

Account setup

Create an account, accept the required legal terms, review dashboard basics, then confirm who owns billing, WhatsApp connection, and conversation review.

New accounts may use a 7-day free trial or 100 hosted AI replies limit with $1 AI test credit. The live Billing page shows your current plan, wallet, subscription, trial, and usage state.

Steps

• Sign up with a business-controlled email and complete legal acceptance.
• Review Billing, Instance Hub, Intelligence, Products, CRM, Follow-up Center, and Integrations.
• Pick one first workflow to test before enabling broad automation.

Plans, wallet, and usage basics

Client-facing plans are Starter at $9/mo, Growth at $29/mo, and Pro at $89/mo. Wallet top-ups are $5, $10, $25, $50, and $100.

Limited-time AI text discount: regular $0.005, now $0.003 per successful AI text reply/message, saving $0.002 (40%). Fixed follow-ups are $0.001 per successful sent message. AI Smart Follow-ups and Customer Updates use the same regular $0.005 to now $0.003 limited-time pricing per successful sent message. Sequence/template and media pricing follows the configured pricing shown in Billing.

Warnings

• Failed, skipped, duplicate, cancelled, invalid, insufficient-wallet, or unsent attempts should not be treated as successful billable sends.
• Automation can pause when wallet is empty, the trial ends, the hosted reply limit is exhausted, or the subscription is inactive or expired.

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