Your first week with Enorve

Last updated on 

This guide helps you get the most out of Enorve during your first week. Follow these milestones to set up a fully operational support system.

Quick Reference: The 5 Power Moves

Your onboarding banner tracks these key actions:

Action Where Why It Matters
Connect channel Channels page Receive customer messages
Add knowledge Knowledge page Enable accurate AI responses
Invite team Settings → People Share the workload
Handle first conversation Inbox See the workflow in action
Create template Settings → Templates Speed up common replies

Day 1: Foundation

Time needed: 15–30 minutes

  1. Complete setup wizard if you haven't already
  2. Create Live Chat widget:
    • Enter a widget name
    • Click Create Widget
    • Copy the embed code
  3. Install widget on your website (before </body> tag)
  4. Test the widget: Open your website and send yourself a message

Day 2: Train Your AI

Time needed: 30–60 minutes

  1. Go to Knowledge in the sidebar
  2. Click Add Article → Paste Content
  3. Add your top 5–10 FAQs
  4. Separate each Q&A with a blank line
  5. Click Add Content

Quick wins: Start with return policy, shipping info, contact hours, and product basics.

Day 3: Handle Live Conversations

Time needed: Ongoing

  1. Check Inbox for incoming messages
  2. Review AI-suggested responses
  3. Edit if needed, then send
  4. Use the Assign feature if you need to route to a teammate

Tip: Notice which questions AI handles well and which need more knowledge base content.

Day 4: Invite Your Team

Time needed: 10 minutes

  1. Go to Settings → People
  2. Click Invite
  3. Enter email addresses
  4. Assign appropriate roles:
    • Viewer: Read-only access
    • Agent: Handle conversations
    • Manager: Manage knowledge and team
    • Admin: Full configuration access

Day 5: Review and Optimize

Time needed: 20 minutes

  1. Check Analytics for your first metrics
  2. Review any AI Suggestions in the Knowledge tab
  3. Add missing knowledge articles based on customer questions
  4. Create Templates for common responses you send manually

Key Metrics to Watch

Once you have conversations flowing, monitor:

  • Response Time: How quickly you reply
  • AI Resolution: Percentage handled by AI without escalation
  • Escalations: Issues requiring human intervention
  • CSAT Score: Customer satisfaction (if enabled)

Getting Help

  • Onboarding Banner: Tracks your progress on the 5 power moves
  • Help Articles: Browse the full knowledge base
  • Settings: Access all configuration options
  • Support: Contact us through Settings if you need assistance

What’s Next?

After your first week:

  • Connect additional channels (WhatsApp, Instagram)
  • Set up automation rules
  • Configure SLA policies for tickets
  • Explore the Workflows feature for complex routing