Getting Started
Start using the platform by setting up your account and preferences, and build your first workflow step by step.
14 articles
Articles
- Quick guide: Nuvia platform overviewExplore Nuvia's modules to bring your prospecting and sales together.
- How to test your agent for the first time at the end of onboardingHow to use the “Your agent is ready” screen to test the agent on WhatsApp (QR code) and LinkedIn (with a colleague), and what to do if the profile is rejected.
- How the Nuvia trial period worksHow to track your Pro plan trial period, what changes when it ends, and how to activate your account.
- How to create your account and log in to Nuvia for the first timeLearn how to log in to Nuvia for the first time: find the invitation email, set your password and explore the interface.
- How to invite users and build your team in NuviaInvite team members and organize your sales structure by creating teams in Nuvia.
- How to create your first contact list in NuviaCreate and organize deduplicated leads in Nuvia from scratch, via CSV or filters, to feed campaigns and AI funnels.
- Understanding Nuvia creditsWhat credits are in Nuvia, the monthly quota, where to check your balance, costs per lookup type, refunds and history.
- How to set up your first Smart Funnel in NuviaCreate and activate your Smart Funnel to automate customer service on WhatsApp.
- How to connect LinkedIn to NuviaConnect your LinkedIn to Nuvia to power up your prospecting and data enrichment.
- How to create and launch your first LinkedIn campaign in NuviaLaunch your first LinkedIn campaign to automate your prospecting at scale.
- How to connect WhatsApp to NuviaConnect WhatsApp to Nuvia to use Meta's official channel in your operation.
- How to create and launch your first WhatsApp campaign in NuviaLaunch your first WhatsApp campaign to automate your prospecting at scale.
- Nuvia glossary of termsUnderstand the platform's main terms with the Nuvia Glossary.
- How to change your profile photo in NuviaUpload your photo so it shows in funnels, conversations and the user list