SHVYA KNOWLEDGE BASE · 69 guides
Everything you need to get more from SHVYA.
From your first lead to AI conversations, WhatsApp integrations, appointments and sales operations. Practical product guidance, provider setup and issue resolution—organized in one place.
FIND YOUR NEXT STEP
Eight connected areasBrowse by category
Getting Started
Understand SHVYA, set up your workspace, and launch a safe first sales conversation.
6 guides
CRM & Leads
Manage lead records, pipelines, attributes, imports and day-to-day actions.
8 guides
Messaging Channels
Connect WhatsApp and Instagram, manage live conversations, templates, campaigns and delivery status.
9 guides
AI & Automation
Configure AI Brain, qualifying conversations, knowledge, automated follow-up and Insights.
11 guides
Connect Hub & Integrations
Connect lead sources, email and external systems through verified organization-scoped setup.
11 guides
Sales & Calendar
Create proposals and invoices, schedule bookings and connect Google Calendar.
6 guides
Team, Support & Operations
Call Intelligence, support tickets, Shvya Vault, teams, MCP and secure operations.
9 guides
Troubleshooting & Debugging
Step-by-step checks for lost leads, AI, messages, integrations, booking, sales and support escalation.
9 guides
RECOMMENDED READING
Popular starting points
Getting StartedQuickstart: your first leadConnect a channel, prepare AI Brain and verify an end-to-end sample lead.Read guide →
Messaging ChannelsConnect WhatsApp Cloud APISet up an official Meta WhatsApp account with Embedded Signup.Read guide →
AI & AutomationAI Brain and PlaybookConfigure the source of truth for SHVYA's organization-specific AI behavior.Read guide →
Connect Hub & IntegrationsConnect Hub overviewFind available integration tiles, understand their prerequisites and confirm live activation.Read guide →
Troubleshooting & DebuggingStart here: first diagnosticsA safe, repeatable process to isolate most SHVYA product issues.Read guide →
Team, Support & OperationsHelp & Support ticketsReport product issues and follow your case in SHVYA's organization portal.Read guide →
FIRST-TIME SETUP
Read the quickstart ↗
Go from a new workspace to a working lead journey.
Follow the recommended sequence for CRM, channel connection, AI Brain and controlled testing.