Quickstart

This guide gets you started with Elvo in a few minutes. You don't have to set everything up at once — start with your first channel and add more as you get comfortable.

1. Connect your first channel

Start by getting requests in. The most common is email:

• Connect email — Gmail, Outlook, or forwarding.
• Set up the chat agent — an AI agent that chats right on your website.
• Meta — Facebook and Instagram.

2. Learn the interface

Get to know the four areas — sidebar, ticket list, conversation view, and right panel — in The interface. Then you'll move around the whole app fast.

3. Invite your team

Add colleagues so you can work the same inbox together:

• Users & roles — invite people and choose roles.
• Teams & collaboration — organize groups and share an inbox.

4. Set up AI

Feed the knowledge base with common questions and answers, and Elvo starts drafting replies — and can answer automatically in the chat widget.

5. Start replying

You're up and running. Learn the daily flow in Working with tickets and Replying to customers.