How to create your account and log in to Nuvia for the first time

Available on: all plans.

Who can access: anyone who received an invitation by email.

---

What you need before you start

• The invitation email sent by your company's administrator

• An up-to-date browser (Chrome or Edge recommended)

• A stable internet connection

Step 1 – Open the invitation email

1. Go to your inbox and find the invitation email from Nuvia

2. Click the activation link in the body of the email

3. You'll be redirected to your account setup page

Step 2 – Change the temporary password

1. On the My Profile page in Settings, fill in the fields in the Change password tab with a password of at least 6 characters

2. Confirm the password in the fields shown

3. Click Change password

Step 3 – Get to know the main interface

1. After you log in, you'll see the left sidebar with the platform's modules

2. The modules available depend on the permissions set by the administrator. The main ones are:

   • Dashboards – analytics dashboards

   • Conversations – support inbox

   • Pipeline – sales kanban

   • Campaigns – WhatsApp and other channel sends

   • Lists – contact databases

   • Search – prospecting engine

   • Smart Funnels – AI agents

3. Explore the menu to get familiar with the modules you have access to

Step 4 – Set up your profile

1. Click your profile icon in the bottom-left corner of the sidebar

2. Select My Profile

3. Review your personal information: name, email and contact phone

4. Adjust the notification sound settings to your preference

5. Click Save to confirm the changes

Frequently asked questions