First login: what to set up first
After your Konversio instance is running, the interface will load but nothing useful is configured yet. This checklist walks through the setup steps in order of priority.
1. Change the default password
The seed creates an admin account with a public default password. Change it before you do anything else, especially if your instance is accessible from the internet.
Go to Profile Settings (bottom-left, your avatar) → Password. Set a strong password and update the email address to one you actually control. You will need this address for password resets.
2. Update your account name
Still in Profile Settings, set your display name and upload a profile photo if you want one. Agents see each other's names throughout the interface, so readable names matter.
Under Settings → Account Settings, update the account name from the default to your organisation's name. This appears in email notifications sent to contacts.
3. Create your first inbox
Without an inbox, no conversations can arrive. Go to Settings → Inboxes → Add Inbox.
Choose a channel type. For a quick test, Website (live chat) requires no external credentials — it gives you a JavaScript snippet you can embed anywhere, including a local HTML file. For email, you will need SMTP/IMAP credentials.
Give the inbox a clear name. You can always add more inboxes later.
4. Invite your first agent
Go to Settings → Agents → Invite Agent. Enter their name, email address, and role (Agent or Administrator). They will receive an email invitation with a link to set their password.
Once invited, assign them to the inbox you just created: Settings → Inboxes → select the inbox → Collaborators tab → add the agent.
5. Set up your own profile notifications
Go to Profile Settings → Notifications. By default, you may not receive alerts for new conversations or assignments. Review which notification types you want — email, browser push, or both — and enable them.
6. (Optional) Configure Pilot
If you want AI-assisted responses, go to Settings → Pilot. You will need an inference endpoint — either a locally running model server or a compatible API. The Pilot documentation covers supported models (Gemma 4, Qwen) and how to point Konversio at your inference host.
Pilot is optional. The platform works fully without it.
7. Send a test conversation
With an inbox created, open the live chat test URL (shown in the inbox settings) or send a test email to your inbox address. Verify the conversation appears in the Conversations view and that you can reply. This confirms your setup is working end to end before you open it up to real users.
What you have now
After completing this checklist, you have: a secure admin account, at least one working inbox, at least one agent who can log in, and a confirmed working conversation flow. That is enough to start using Konversio for real.