Sign up, configure your agent's persona and greeting during onboarding, then either place the chat widget on your site or ask your account admin to assign a phone number — no separate technical setup is required for either channel.

Set up your agent

During onboarding, Convocart scrapes your website to pre-fill your agent's knowledge base, then walks you through configuring its persona, greeting, and voice.

Connect a channel

Website widget: copy the embed script from the onboarding flow and paste it into your site — the widget goes live immediately, no code changes needed beyond the one script tag.

Phone number: PSTN calling is enabled separately by your account admin, who assigns a phone number to your business from the admin portal. This is not part of self-serve onboarding.

Where to go next

Once a channel is connected, test it yourself first — place a call or open the widget — before sharing it with real customers.