Knowledge Base
How can we help you?
Step-by-step guides for every Docvivo feature, from setup to everyday use.
- Getting startedOpen your account and invite your team
- Messaging channelsWhatsApp, Instagram and Messenger
- Potentials and pipelinesDistribution, states and lead forms
- Offers and appointmentsOffer links, calendar and follow-up messages
- ReportsDashboard and performance
- Integrations and settingsGoogle, email, import, security
Featured articles
Getting started3 min readGet to know Docvivo: an overviewLearn how a message becomes a potential and moves on to an offer and an appointment in Docvivo CRM, and what each section of the left menu is for.Getting started3 min readCreate an account and get startedOpen your free Docvivo CRM account, complete email verification, and learn step by step which settings to configure on your very first day.Messaging channels3 min readConnect WhatsApp Business PlatformConnect your WhatsApp number to Docvivo CRM through Meta's official WhatsApp Business Platform so messages land in your team's shared inbox.Messaging channels3 min readUse the shared inboxFilter and reply to Instagram, Messenger and WhatsApp chats in one inbox, change a chat's owner, and create a potential from the customer card.
All articles
Getting started
Messaging channels
Potentials and pipelines
Offers and appointments
Didn't find what you were looking for?
Our team is available on WhatsApp, by phone and by email. Wherever you get stuck during setup, we'll help.