ExV Help
How can we help?
Short, step-by-step guides for every screen in the panel.
- 27 guides
- 12 topics
- English and Portuguese
Browse by topic
Getting started
Sign in, find your way around and make the panel yours.
Conversations
Answer customers on WhatsApp and other channels, as a team.
Contacts
Add, import, find and organize your contacts.
Broadcasts
Message many contacts at once, safely.
Email campaigns
Build audiences, write and follow email campaigns.
Automations
Let the panel do the repetitive work for you.
Bot and AI
Automatic replies and handing over to your team.
Intelligence and data
Tables, records and the knowledge the bot looks up.
Sales
Sales from your platforms, products, buyers and deliveries.
Usage and billing
How much each channel used and what it costs.
Apps
The systems connected to the panel and how to open them.
Administration
Team, access, channels, security and backups.
Get started
- Welcome to the panelWhat the panel does, how to sign in and where everything is.
- The overviewToday at a glance on the home screen: what needs you, how sends are doing and whether everything is working.
- How to use this helpSearch, keyboard shortcuts, language and the “?” button on every screen.
- The assistant in the cornerAsk in your own words, read guides without leaving the screen, jump to the right screen and contact support.
Still stuck?
In the panel, press ? on any screen. Help shows the guides for that screen and answers your question on the spot.