Setting it up is simple
No technical skills needed — you're live on your site in three steps.
Tell it about your business
Upload documents or let ConvoZync pull content straight from your existing website — your services, pricing, and FAQs.
Put it live on your site
Choose how it looks, where it sits, and how it opens a conversation. Update instructions or upload new files any time.
Watch leads land in your CRM
Every chat and every form submission flows into one dashboard — with an instant alert the moment something needs you.
Good to know before you start
No. You provide your business information — by uploading documents or letting ConvoZync pull content from your website — and the dashboard handles the rest.
They're captured and organized in the same CRM as your chatbot leads. There's no separate system to check — every lead lands in one dashboard.
Yes. Add custom instructions or upload new text files any time from the Knowledge Base section, and remove old articles whenever you like.
The customer's question automatically becomes a support ticket, and you're notified right away by email.
Customer Insights reads each conversation for intent, urgency, sentiment, and budget, so you can see who's ready to buy before you pick up the phone.