Help Center

# How can we help?

Step-by-step guides to set up and use Nuvia.

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## Browse by topic

### [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started)

Start using the platform by setting up your account and preferences, and build your first workflow step by step.

- [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview)
- [How to test your agent for the first time at the end of onboarding](https://nuvia.ai/en/docs/artigos/16414196-test-your-agent-first-time-end-of-onboarding)
- [How the Nuvia trial period works](https://nuvia.ai/en/docs/artigos/16161781-how-the-nuvia-trial-period-works)
- [How to create your account and log in to Nuvia for the first time](https://nuvia.ai/en/docs/artigos/14489200-how-to-create-your-account-and-log-in-first-time)

[See all 14 articles](https://nuvia.ai/en/docs/colecoes/19377946-getting-started)

### [Search](https://nuvia.ai/en/docs/colecoes/19429527-search)

Find qualified leads with advanced filters and free search to discover ideal people and companies, organize results and add them to campaigns in a few clicks.

- [How to use Search](https://nuvia.ai/en/docs/artigos/14590389-how-to-use-search)
- [How to use advanced filters in Search](https://nuvia.ai/en/docs/artigos/14499358-how-to-use-advanced-search-filters)
- [How to search by LinkedIn URL](https://nuvia.ai/en/docs/artigos/14569831-how-to-search-by-linkedin-url)
- [How to add search results to a campaign](https://nuvia.ai/en/docs/artigos/14575187-how-to-add-search-results-to-a-campaign)

[See all 4 articles](https://nuvia.ai/en/docs/colecoes/19429527-search)

### [Lists](https://nuvia.ai/en/docs/colecoes/19377988-lists)

Structure your lead base: manage imported lists or enriched objects and activate this data in campaigns.

- [How to manage lists and contacts](https://nuvia.ai/en/docs/artigos/14499469-how-to-manage-lists-and-contacts)
- [How to enrich contacts in a list](https://nuvia.ai/en/docs/artigos/14688472-how-to-enrich-contacts-in-a-list)
- [How to use the Lists, People, Companies and Conversations tables](https://nuvia.ai/en/docs/artigos/17314020-how-to-use-lists-people-companies-conversations-tables)
- [How to view and export conversations](https://nuvia.ai/en/docs/artigos/15363594-how-to-view-and-export-conversations)

[See all 6 articles](https://nuvia.ai/en/docs/colecoes/19377988-lists)

### [Campaigns](https://nuvia.ai/en/docs/colecoes/19377976-campaigns)

Connect with your ideal prospects by sending sequences and personalized messages and tracking results.

- [How to create and launch a multichannel campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14590383-how-to-create-launch-multichannel-campaign-nuvia)
- [How to set up dynamic audiences for campaigns](https://nuvia.ai/en/docs/artigos/14590386-how-to-set-up-dynamic-audiences-for-campaigns)
- [How to pause and reactivate a campaign](https://nuvia.ai/en/docs/artigos/14569970-how-to-pause-and-reactivate-a-campaign)
- [How to interpret campaign metrics](https://nuvia.ai/en/docs/artigos/14576475-how-to-interpret-campaign-metrics)

[See all 11 articles](https://nuvia.ai/en/docs/colecoes/19377976-campaigns)

### [Conversations](https://nuvia.ai/en/docs/colecoes/19377965-conversations)

Bring all conversations into a single inbox: manage WhatsApp and LinkedIn messages, track history and work with your team (human or AI agents) with full context.

- [How to use and assign conversations](https://nuvia.ai/en/docs/artigos/14499126-how-to-use-and-assign-conversations)
- [How to send audio, images, documents and media from the Inbox](https://nuvia.ai/en/docs/artigos/15353019-how-to-send-audio-images-documents-and-media-from-inbox)
- [How to filter and sort the conversation queue in Nuvia](https://nuvia.ai/en/docs/artigos/15353059-how-to-filter-and-sort-the-conversation-queue)
- [How to distribute conversations among agents (Conversation distribution)](https://nuvia.ai/en/docs/artigos/15705683-how-to-distribute-conversations-among-agents)

[See all 9 articles](https://nuvia.ai/en/docs/colecoes/19377965-conversations)

### [Pipeline and Smart Funnels (AI agents)](https://nuvia.ai/en/docs/colecoes/19377999-pipeline-and-smart-funnels-ai-agents)

Manage your entire sales funnel with AI: see leads in a real-time pipeline while smart agents run conversations, qualify opportunities and move stages forward automatically.

- [How to control which stages and situations trigger follow-ups](https://nuvia.ai/en/docs/artigos/17314008-how-to-control-which-stages-trigger-follow-ups)
- [How to create custom skills for the AI agent](https://nuvia.ai/en/docs/artigos/14590394-how-to-create-custom-skills-for-ai-agent)
- [How to write the agent's goal, knowledge, and communication pillars](https://nuvia.ai/en/docs/artigos/16515436-write-agent-goal-knowledge-communication-pillars)
- [How to write the instructions for a stage](https://nuvia.ai/en/docs/artigos/16515466-how-to-write-stage-instructions)

[See all 9 articles](https://nuvia.ai/en/docs/colecoes/19377999-pipeline-and-smart-funnels-ai-agents)

### [Dashboards](https://nuvia.ai/en/docs/colecoes/19368706-dashboards)

Learn how to track metrics, analyze results and use your dashboards to make more strategic decisions.

- [How to use Nuvia's data Dashboards (customer service, campaigns, funnel)](https://nuvia.ai/en/docs/artigos/14499194-how-to-use-nuvia-dashboards-service-campaigns-funnel)
- [How to read the Nuvia Funnel dashboard](https://nuvia.ai/en/docs/artigos/14590408-how-to-read-nuvia-funnel-dashboard)
- [How to track send failures (in the conversation and in the campaign)](https://nuvia.ai/en/docs/artigos/15518011-how-to-track-send-failures-in-conversation-and-campaign)
- [How to export Dashboard reports in Nuvia](https://nuvia.ai/en/docs/artigos/14570105-how-to-export-dashboard-reports-in-nuvia)

[See all 4 articles](https://nuvia.ai/en/docs/colecoes/19368706-dashboards)

### [Channels](https://nuvia.ai/en/docs/colecoes/19378288-channels)

Connect and manage your communication channels in one place.

- [How to turn on and use Webchat on your website](https://nuvia.ai/en/docs/artigos/17340470-how-to-turn-on-and-use-webchat-on-your-website)
- [Understanding WhatsApp rules: 24h and 72h windows and templates](https://nuvia.ai/en/docs/artigos/14575042-understanding-whatsapp-rules-24h-72h-windows-templates)
- [How to sync Nuvia conversion data with Meta (CAPI)](https://nuvia.ai/en/docs/artigos/15421878-how-to-sync-nuvia-conversion-data-with-meta-capi)
- [How to migrate a WhatsApp number from another platform to Nuvia](https://nuvia.ai/en/docs/artigos/16414388-migrate-whatsapp-number-from-another-platform-to-nuvia)

[See all 8 articles](https://nuvia.ai/en/docs/colecoes/19378288-channels)

### [Integrations](https://nuvia.ai/en/docs/colecoes/19378002-integrations)

Connect the platform with other tools and systems you use every day.

- [How to set up the HubSpot integration](https://nuvia.ai/en/docs/artigos/14501908-how-to-set-up-the-hubspot-integration)
- [How to sync contacts and deals between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/14590403-how-to-sync-contacts-deals-nuvia-hubspot)
- [What Nuvia syncs with HubSpot and when](https://nuvia.ai/en/docs/artigos/16473526-what-nuvia-syncs-with-hubspot-and-when)
- [How to map fields between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/16474177-how-to-map-fields-between-nuvia-and-hubspot)

[See all 10 articles](https://nuvia.ai/en/docs/colecoes/19378002-integrations)

### [Account Settings](https://nuvia.ai/en/docs/colecoes/19430666-account-settings)

Manage users, data, billing or general settings to customize your account.

- [How to turn on two-factor authentication (MFA)](https://nuvia.ai/en/docs/artigos/18174510-how-to-turn-on-two-factor-authentication-mfa)
- [How to set your availability (Away or Unavailable)](https://nuvia.ai/en/docs/artigos/18174522-how-to-set-your-availability-away-or-unavailable)
- [How to manage API keys in Nuvia](https://nuvia.ai/en/docs/artigos/15230128-how-to-manage-api-keys-in-nuvia)
- [How to deactivate and reactivate a user](https://nuvia.ai/en/docs/artigos/16497565-how-to-deactivate-and-reactivate-a-user)

[See all 6 articles](https://nuvia.ai/en/docs/colecoes/19430666-account-settings)

### [Nuvia MCP](https://nuvia.ai/en/docs/colecoes/19724087-nuvia-mcp)

The MCP connects your AI assistant to Nuvia, so you can query and update your company's data right in the conversation, without opening the platform.

- [How to connect the Nuvia MCP](https://nuvia.ai/en/docs/artigos/15422389-how-to-connect-the-nuvia-mcp)
- [How to create and edit Smart Funnels through MCP (Agent Builder)](https://nuvia.ai/en/docs/artigos/16074655-create-edit-smart-funnels-through-mcp-agent-builder)
- [Nuvia MCP tools reference](https://nuvia.ai/en/docs/artigos/16074574-nuvia-mcp-tools-reference)
- [How to use the MCP Audit](https://nuvia.ai/en/docs/artigos/15422393-how-to-use-the-mcp-audit)

[See all 6 articles](https://nuvia.ai/en/docs/colecoes/19724087-nuvia-mcp)

What's new

## What changed in Nuvia

November 3, 2026

### Nuvia Updates — October 2026 (Oct 19 to Nov 1)

This week brought more control over who the AI reaches out to, a Webchat that also talks and more organized customer service for your team.

<https://nuvia.ai/en/novidades/162451-nuvia-updates-october-2026-oct-19-to-nov-1>

October 19, 2026

### Nuvia Updates — October 2026

A new navigation with customer service at the center: Conversations and Smart Funnels are front and center, and Settings now has its own area with search.

<https://nuvia.ai/en/novidades/160697-nuvia-updates-october-2026>

October 5, 2026

### New: chat with your website visitors using Webchat

Nuvia's Webchat is here: a chat on your website where the AI replies instantly and your team can take over the conversation in real time.

<https://nuvia.ai/en/novidades/159302-new-chat-with-your-website-visitors-using-webchat>

[See all updates](https://nuvia.ai/en/novidades)

## Still need help?

Customers reach support through the chat inside the platform. Not a customer yet? Talk to our team.

[Talk to support in the platform](https://app.nuvia.ai) [I'm not a customer yet](https://nuvia.ai/en/contact)

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Source: https://nuvia.ai/en/docs
