Your Go Converto roadmap
A step-by-step guide to setting up and running your AI assistant. Follow these four phases in order the first time — each one builds on the last. Every step links to the dashboard page that does it.
Download as PDFWhat you'll need before you start
- Your business website URL (Go Converto reads it to build your knowledge base)
- Admin access to any Facebook Page you want to connect, for Messenger and Instagram
- Your Calendly account, if you want your assistant to book appointments directly
Get your assistant live
Everything you need before your assistant can start talking to visitors.
Create your assistant
Sign up and paste your website URL. Go Converto scans your pages, pricing, and FAQs and builds your knowledge base automatically — nothing to upload.
Have your website URL handy — that's the only thing this step needs from you.
Create your assistant →Train your AI
Review what your assistant learned from your website and fill in anything it missed — services, pricing, policies, and common questions.
The extra few minutes you spend here directly cuts down how often your assistant has to guess.
Open Train AI →Install the widget
Customize the chat widget's colors and welcome message, then copy one snippet onto your website to go live.
No developer needed — one copy-paste snippet is all your site requires.
Open Widget Settings →Expand where it replies
Bring the same assistant to the channels your customers already use.
Connect Messenger, Instagram & WhatsApp
Connect a Facebook Page to cover Messenger and any linked Instagram account together, or connect WhatsApp separately — your assistant answers there with the same knowledge base.
You'll need admin access to the Facebook Page — you can connect more than one.
Open Apps Integration →Connect your calendar
Link Calendly so your assistant can check availability and book appointments directly, instead of just collecting a lead's contact info.
Find your access token under Calendly's Integrations settings.
Open Appointments →Run things day to day
Once you're live, this is where you'll spend most of your time.
Check your dashboard
See visitor traffic, conversation volume, and lead trends at a glance, so you know your assistant is working.
A quick look here each morning tells you if anything needs your attention.
Open Dashboard →Read your chats
Every conversation your assistant has had — on your website or a connected channel — lands here so you can review or step in.
Spot a wrong answer? Go back to Train AI and add the correct information.
Open Chats →Follow up on leads
Qualified leads your assistant captures are organized here, ready for your team to follow up without digging through chat logs.
The sooner you follow up on a fresh lead, the more likely it converts.
Open Leads →Manage your account
The settings you'll only need to touch occasionally.
Account settings
Update your profile and manage who on your team has access to the dashboard.
Add teammates here so more than one person can handle conversations and leads.
Open Account Settings →Billing & subscription
View your plan, update payment details, or manage your subscription.
You can change plans at any time from this page.
Open Billing →Common questions
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