1. [Help](https://nuvia.ai/en/docs) 2. [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) # How to set up your first Smart Funnel in Nuvia Create and activate your Smart Funnel to automate customer service on WhatsApp. Available on all plans. Who can do it administrators Updated on August 3, 2026 [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) 1. [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview) 2. [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) 3. [How the Nuvia trial period works](https://nuvia.ai/en/docs/artigos/16161781-how-the-nuvia-trial-period-works) 4. [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) 5. [How to invite users and build your team in Nuvia](https://nuvia.ai/en/docs/artigos/14489475-how-to-invite-users-and-build-your-team) 6. [How to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) 7. [Understanding Nuvia credits](https://nuvia.ai/en/docs/artigos/14688479-understanding-nuvia-credits) 8. [How to set up your first Smart Funnel in Nuvia](https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel) 9. [How to connect LinkedIn to Nuvia](https://nuvia.ai/en/docs/artigos/14489367-how-to-connect-linkedin-to-nuvia) 10. [How to create and launch your first LinkedIn campaign in Nuvia](https://nuvia.ai/en/docs/artigos/15181600-how-to-create-and-launch-your-first-linkedin-campaign) 11. [How to connect WhatsApp to Nuvia](https://nuvia.ai/en/docs/artigos/14489425-how-to-connect-whatsapp-to-nuvia) 12. [How to create and launch your first WhatsApp campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14489458-how-to-create-and-launch-your-first-whatsapp-campaign) 13. [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms) 14. [How to change your profile photo in Nuvia](https://nuvia.ai/en/docs/artigos/17314015-how-to-change-your-profile-photo-in-nuvia) On this page 1. What you need before you start 2. Step 1 – Create a new Smart Funnel 3. Step 2 – Fill in the Knowledge Center 4. Step 3 – Link the Smart Funnel to a channel 5. Step 4 – Activate the Smart Funnel 6. Frequently asked questions **On this page6 sections** 1. What you need before you start 2. Step 1 – Create a new Smart Funnel 3. Step 2 – Fill in the Knowledge Center 4. Step 3 – Link the Smart Funnel to a channel 5. Step 4 – Activate the Smart Funnel 6. Frequently asked questions A Smart Funnel is an AI agent that runs conversations on WhatsApp on its own. It qualifies leads, answers questions, books meetings and transfers to human agents when needed. **Available on:** all plans. **Who can do it:** administrators. ## What you need before you start - A defined goal for the agent (lead qualification, customer service, scheduling, etc.) - Content for the Knowledge Center (information about your product, service and company – the agent uses it to answer) ## Step 1 – Create a new Smart Funnel 1. Click **+ Create funnel** 2. Fill in the agent's basic information: - **Funnel name** – choose a descriptive name (e.g. “Inbound Qualification”, “After-Sales Support”) - **Enable stage update with agent** – sets whether the AI should keep updating the funnel's current stage after a human takes over the conversation. - Set after how much **inactivity time Attention Mode is triggered** automatically. 3. Configure the agent's behavior: - Write the instructions for how the agent should run the conversation (tone, goal, qualification questions, transfer criteria) ## Step 2 – Fill in the Knowledge Center The Knowledge Center is the information base the AI agent checks to answer questions. Without it, the agent has no context about your product or service. 1. In the profile menu, select **Knowledge Center** 2. Add the relevant content: - Information about products and services - Frequently asked questions from customers - Sales policies (prices, timelines, terms) - Qualification instructions (which questions to ask, which criteria to use) 3. Save the content Tip The more complete and well organized the Knowledge Center is, the better the agent's answers will be. Update it regularly with new information, without having to reprogram the agent's flow. ## Step 3 – Link the Smart Funnel to a channel 1. Click your profile icon and select **Channels** 2. Click the WhatsApp or LinkedIn channel you want to link to the funnel 3. In the **Default funnel** field, select the Smart Funnel you just created 4. Click **Save** Now every new conversation that comes in through this channel is automatically routed to the Smart Funnel. ## Step 4 – Activate the Smart Funnel 1. Go back to **Smart Funnels** in the sidebar 2. Find the funnel you just created (its status will be **Draft**) 3. Activate the funnel with the status toggle 4. The status changes to **Active** Important Before activating in production, we recommend testing the funnel with **Test mode** on the WhatsApp channel. Set up test numbers on the **Channels** screen so only those numbers are handled by the agent during validation. ## Frequently asked questions ## Frequently asked questions **What is the Knowledge Center?** It's the AI agent's information base. It holds texts, FAQs, policies and instructions the agent checks in real time to answer questions. Unlike traditional automated flows, Nuvia's Smart Funnel is conversational and uses the Knowledge Center as a reference to generate answers in context. **Can I have more than one Smart Funnel?** Yes. You can create multiple Smart Funnels, each with a different goal (qualification, customer service, after-sales, etc.). Each channel can have a different default Smart Funnel. **What happens when the agent doesn't know how to answer a question?** The agent can be set up to transfer the conversation to a human agent when it sees it doesn't have enough information to answer or when the transfer criteria are met. The conversation shows up in the responsible team's inbox with the full interaction history. [PreviousUnderstanding Nuvia credits](https://nuvia.ai/en/docs/artigos/14688479-understanding-nuvia-credits) [NextHow to connect LinkedIn to Nuvia](https://nuvia.ai/en/docs/artigos/14489367-how-to-connect-linkedin-to-nuvia) Was this article helpful? ## Related articles - [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms) - [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 archive a Smart Funnel by transferring its conversations](https://nuvia.ai/en/docs/artigos/16624949-how-to-archive-smart-funnel-transferring-conversations) [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) 1. [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview) 2. [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) 3. [How the Nuvia trial period works](https://nuvia.ai/en/docs/artigos/16161781-how-the-nuvia-trial-period-works) 4. [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) 5. [How to invite users and build your team in Nuvia](https://nuvia.ai/en/docs/artigos/14489475-how-to-invite-users-and-build-your-team) 6. [How to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) 7. [Understanding Nuvia credits](https://nuvia.ai/en/docs/artigos/14688479-understanding-nuvia-credits) 8. [How to set up your first Smart Funnel in Nuvia](https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel) 9. [How to connect LinkedIn to Nuvia](https://nuvia.ai/en/docs/artigos/14489367-how-to-connect-linkedin-to-nuvia) 10. [How to create and launch your first LinkedIn campaign in Nuvia](https://nuvia.ai/en/docs/artigos/15181600-how-to-create-and-launch-your-first-linkedin-campaign) 11. [How to connect WhatsApp to Nuvia](https://nuvia.ai/en/docs/artigos/14489425-how-to-connect-whatsapp-to-nuvia) 12. [How to create and launch your first WhatsApp campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14489458-how-to-create-and-launch-your-first-whatsapp-campaign) 13. [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms) 14. [How to change your profile photo in Nuvia](https://nuvia.ai/en/docs/artigos/17314015-how-to-change-your-profile-photo-in-nuvia) ## 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) --- Source: https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel