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THE CORVEXA PLAYBOOK

Seven steps, one autopilot.

Setup, training, qualification, capture, human takeover, CRM sync, and follow-up - every step is designed so your team only shows up for the moments that close deals.

STEP 01 · ACTIVATE YOUR LICENSE

Connect Corvexa to your website

Sign in to the Corvexa dashboard with your registered email no passwords, just a one-time code. Your license is bound to your domain, so your data and your AI stay exclusively yours. Toggle the chatbot on, choose where it sits (bottom-right or bottom-left) and which days it appears, and you’re live.

  • No coding needed
  • Live in minutes, not weeks
  • You control when and where it shows
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STEP 02 · TRAIN IT ON YOUR BUSINESS

Corvexa learns everything you know

Point Corvexa at your website and it reads your pages, products, pricing and FAQs on its own. You choose exactly which pages it learns from with simple on/off toggles. Then go further: paste extra knowledge into the Knowledgebase, upload PDF brochures and manuals, and set exact Q&A answers for the questions you care most about.

  • Auto-crawls your website content
  • PDFs and private knowledge included
  • You control every answer that matters
Train your Bot with your Site Data

STEP 03 · TEACH IT WHAT A GOOD LEAD LOOKS LIKE

Your ideal customer, defined once

In the Lead Qualification profile, tell Corvexa who you sell to industries, company sizes, budget signals, pain points and disqualifiers. Add hot keywords like “book a demo”, and the moment a visitor says one, they’re treated as a hot lead. You can even set an exclusive offer that only hot leads ever see.

  • Qualification built around YOUR ideal customer
  • Hot keywords skip the queue
  • Special offers shown only to serious buyers
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STEP 04 · IT TALKS, HELPS, AND CAPTURES

Natural conversations that turn into leads

Visitors click a welcome button or just ask a question, and Corvexa answers naturally using everything it learned. While it helps, it quietly collects the five details that matter: name, email, phone, interest and preferred follow-up time. No forms, no pop-ups, no pressure.

  • Answers from your own content
  • Lead details captured inside the conversation
  • Visitors never feel interrogated
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STEP 05 · JUMP IN WHEN IT MATTERS

Human takeover, one click away

Watch every conversation live in the Chat Sessions inbox. When a deal-maker moment arrives, click “Take over” and talk to the visitor yourself the AI steps aside instantly. Hand it back with “Return to AI” when you’re done. Your whole team can join with roles: Admins manage, Agents chat, Viewers observe.

  • Real-time view of every chat
  • Seamless AI-to-human handover
  • Team roles keep everyone in their lane
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STEP 06 · LEADS LAND WHERE YOU WORK

Scored, organised, and synced to your CRM

Every lead arrives in your Leads Dashboard with a High, Medium or Low score, full contact details, the page they came from, and their chat history. High-priority leads trigger instant email alerts. Connect HubSpot or Salesforce and leads flow straight into your CRM or let visitors book meetings directly through your Calendly link.

  • Automatic lead scoring
  • Instant email alerts for hot leads
  • HubSpot, Salesforce and Calendly built in
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STEP 07 · FOLLOW UP AND IMPROVE

Close the loop, then close the deal

Track each lead through Open, 1st Followup, 2nd Followup and Closed, with notes and follow-up dates. Watch your charts lead scores, volume over time, locations to see what’s working. Keep an eye on token usage and rebalance between crawling and chatting anytime with one slider.

  • Built-in follow-up pipeline
  • Clear charts, no spreadsheet needed
  • Full control over your plan’s resources
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