Guide intro
ConvortAI works best when repeatable product, service, and media details are structured instead of buried in long instructions.
Products and services catalog
Add product/service names, descriptions, prices, photos, notes, availability, variants, and practical rules. The AI can use catalog knowledge in replies when customer questions match.
Best practices
- Keep prices, stock, refund rules, delivery expectations, and product names accurate.
- Remove expired offers and discontinued products.
Media groups
Media groups store reusable WhatsApp-native content such as photos, videos, PDFs, captions, brochures, product examples, and portfolio files. Good captions and keywords help matching.
Sequence groups
Sequence groups can power welcome sequences, keyword sequences, and shortcut sequences. They are useful for onboarding, product education, service explanations, and repeated sales flows.
Warnings
- Keep sequences short and relevant. Avoid spammy repeated messages.
Related docs
Intelligence
Intelligence, AI Replies, and Knowledge
Bot persona, business instructions, reply modes, training, Gemini options, and Website Knowledge.
Open guideFollow-ups
Follow-up Center and Customer Updates
Fixed follow-ups, AI Smart Follow-ups, customer updates, broadcasts, saved lists, and safe billing behavior.
Open guideTroubleshooting
Troubleshooting, Safety, and Compliance
Common fixes plus safe-use rules for WhatsApp, billing, integrations, media, sequences, and compliance.
Open guideRelated pages & tools
Next step
Catalog ready?
Use CRM and follow-ups to turn conversations into tracked leads.