Quick Start
Quick Start
Use this guide to move from a new Cognivo workspace to a complete customer workflow. The available menus and actions depend on your assigned role and permissions.
Before you begin
Confirm that an administrator has invited you to the correct organization, assigned your role, and connected the required WhatsApp number. If a menu is unavailable, ask an administrator to review your access.
Understand the record model
Complete your first workflow
Find or create the contact
Search the contact list before adding a record to avoid duplicates. If the person is not present, add the contact manually or use contact import for a prepared spreadsheet.
Connect the customer
Associate the contact with the relevant company. Create a customer record when the organization does not yet exist, then confirm the relationship from the customer detail page.
Review the conversation
Open Interactions to review the message history and customer context. Set the appropriate status, priority, assignee, tags, and notes so responsibility and the next action are clear.
Create and progress the lead
When the conversation represents a sales opportunity, create a lead, assign its owner and pipeline, then move it through stages as qualification progresses. Record meaningful activities, notes, and files on the lead.
Assign the next action
Create a task with a clear title, owner, priority, and due date. Update its status as work progresses and use comments, attachments, or time entries when the team needs an audit trail.
Measure the result
Use Reports to review lead volume, conversion, sales results, and team performance. Apply the same date range and filters when comparing periods.
Daily operating routine
Start with new and assigned interactions, then check overdue or high-priority tasks. Review leads that have not moved recently and record the next activity before finishing work. Keep contact and customer data current whenever new information appears in a conversation.
Administrator setup
Administrators should complete General Settings, verify the WhatsApp integration, and configure teams, users, roles, and permissions before onboarding the wider team.
Data quality
Search before creating records, use consistent names and tags, and always assign an owner and next action. These habits improve collaboration and make reports more dependable.