Frequently Asked Questions
Find answers to common questions about Evona's offerings, features, plans, and services. Can't find what you're looking for? Contact our support team.
Getting Started
Learn the basics and set up your Evona account in minutes.
What is Evona and how does it work?
Evona is a comprehensive omnichannel messaging and customer service automation platform. It centralizes conversations from WhatsApp, Facebook Messenger, Instagram, LINE, and other channels into a single unified inbox. Our AI-powered automation handles routine inquiries, collects appointments, and provides instant responses, allowing your team to focus on complex issues and strategic tasks.
The platform also includes enterprise-grade AI Chat functionality, serving as a secure alternative to AI Agent, enabling organizations to manage AI usage across teams with centralized knowledge, governance, and performance tracking.
How quickly can I set up Evona?
Most businesses can get started with Evona in under 30 minutes. Our setup wizard guides you through:
- Connecting your first messaging channel (typically 5-10 minutes)
- Setting up basic AI automation rules (10-15 minutes)
- Inviting team members and assigning roles (5 minutes)
For enterprise customers, we offer white-glove onboarding with dedicated support to ensure smooth migration and optimal configuration.
Do I need technical knowledge to use Evona?
No technical knowledge is required. Evona is designed with a user-friendly interface that anyone on your team can use. Key features include:
- Drag-and-drop campaign builder for marketing automation
- Pre-built templates for common workflows
- Visual automation rules without coding
- Intuitive inbox similar to popular email clients
For advanced customizations, our API and webhook support allows developers to build custom integrations if needed.
Can I migrate from my current customer service platform?
Yes, we support migration from most major platforms including Zendesk, Intercom, Freshdesk, and others. Our migration process includes:
- Historical conversation data import
- Customer contact and tag migration
- Team member and permission setup
- Workflow and automation recreation
Enterprise customers receive dedicated migration support with minimal downtime. We typically complete migrations within 1-2 weeks depending on data volume.
What kind of training and support do you provide?
We provide comprehensive training and support resources:
Documentation
Detailed guides, tutorials, and video walkthroughs
Webinars
Weekly live training sessions and Q&A
24/7 Support
Email, chat, and phone support (plan-dependent)
Community
Active user community and knowledge base
Enterprise customers also receive a dedicated Customer Success Manager and priority support.
Features & Capabilities
Learn about Evona's powerful features and what they can do for your business.
How does the AI automation work?
Evona's AI automation uses advanced natural language processing (NLP) and machine learning to understand customer inquiries and provide intelligent responses. Here's how it works:
Intent Recognition
AI analyzes incoming messages to understand customer intent (e.g., order status, product inquiry, complaint).
Knowledge Base Matching
System searches your knowledge base, FAQs, and past conversations for relevant information.
Intelligent Response
AI generates contextual responses, pulls data from integrations, or routes to appropriate team members.
Continuous Learning
System learns from corrections and feedback to improve accuracy over time.
You maintain full control with customizable automation rules, confidence thresholds, and the ability to review AI responses before they're sent.
Can I customize automated responses and workflows?
Absolutely! Evona provides extensive customization options for automated responses and workflows:
- Response Templates:
Create unlimited custom response templates with variables, rich media, and conditional logic.
- Workflow Builder:
Design complex workflows with triggers, conditions, actions, and delays using our visual drag-and-drop interface.
- Keyword Triggers:
Set up specific keywords or phrases that trigger automated responses or actions.
- Business Hours Rules:
Different automation behaviors for business hours vs. after-hours.
- Channel-Specific Rules:
Customize automation differently for WhatsApp, Instagram, Messenger, etc.
Our template library also provides pre-built workflows for common use cases that you can customize to fit your needs.
What analytics and reporting features are available?
Evona provides comprehensive analytics and reporting across multiple dimensions:
Conversation Analytics
- Total conversations by channel
- Response time metrics
- Resolution rates
- Customer satisfaction scores
Team Performance
- Individual agent metrics
- Workload distribution
- Productivity tracking
- Quality scores
Campaign Performance
- Delivery and open rates
- Click-through rates
- Conversion tracking
- ROI calculations
AI Performance
- Automation rate
- AI accuracy metrics
- Handoff rates
- Cost savings analysis
All reports can be exported to CSV/PDF, scheduled for automatic delivery, and customized with your specific KPIs. Enterprise plans include custom dashboard builder and API access for advanced analytics integration.
How does the unified inbox handle multiple channels?
The unified inbox intelligently consolidates all customer conversations from different channels into a single interface:
- Automatic Contact Matching:
System automatically identifies when the same customer contacts you across different channels and merges their conversation history.
- Channel Indicators:
Clear visual indicators show which platform each message came from (WhatsApp, Instagram, Messenger, etc.).
- Unified Customer Profile:
View complete customer history, tags, notes, and data from all channels in one place.
- Smart Routing:
Conversations are automatically routed to the right team member based on channel, language, topic, or custom rules.
- Priority Queue:
Urgent messages and VIP customers are automatically prioritized regardless of channel.
You can also filter and sort conversations by channel, status, assigned agent, tags, and more to manage your workload efficiently.
What broadcast and marketing features does Evona offer?
Evona provides powerful broadcast and marketing automation tools to engage customers at scale:
Mass Broadcast Campaigns
Send targeted messages to thousands of contacts simultaneously across multiple channels with personalization and scheduling.
- • Rich media support (images, videos, documents)
- • Message templates for compliance
- • Scheduled sending
- • Delivery tracking
Advanced Segmentation
Create sophisticated audience segments based on multiple criteria:
- • Demographics and location
- • Purchase history and behavior
- • Engagement levels
- • Custom tags and attributes
Marketing Automation Workflows
Build automated customer journeys with triggers, conditions, and actions:
- • Welcome series for new contacts
- • Cart abandonment recovery
- • Post-purchase follow-ups
- • Re-engagement campaigns
A/B Testing
Test different message variations, sending times, and CTAs to optimize campaign performance with built-in statistical significance analysis.
All campaigns include real-time performance tracking, ROI measurement, and compliance management for WhatsApp Business API and other regulated channels.
Integrations & API
Connect Evona with your existing tools and platforms.
What integrations does Evona support?
Evona integrates with 100+ popular business tools across multiple categories:
E-commerce
- Shopify
- WooCommerce
- Magento
- BigCommerce
CRM
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
Email Marketing
- Mailchimp
- SendGrid
- Klaviyo
- ActiveCampaign
Scheduling
- Calendly
- Google Calendar
- Microsoft Outlook
- Acuity Scheduling
Analytics
- Google Analytics
- Mixpanel
- Segment
- Amplitude
Messaging
- WhatsApp Business
- Facebook Messenger
- Instagram DM
- LINE Official
Can't find the integration you need? We offer custom integration development for enterprise customers and have a robust REST API for building your own connections.
Does Evona provide an API?
Yes, Evona provides a comprehensive RESTful API with extensive documentation. Our API allows you to:
- Send and receive messages programmatically
- Manage contacts, tags, and segments
- Create and trigger automation workflows
- Access analytics and reporting data
- Manage team members and permissions
RESTful architecture
JSON request/response
Webhook support
Rate limiting protection
OAuth 2.0 authentication
Comprehensive docs
API access is available on all paid plans. Enterprise customers receive higher rate limits and dedicated API support.
AI Chat (Enterprise AI)
Questions about Evona's enterprise AI chat capabilities.
What is Evona AI Chat and how is it different from AI Agent?
Evona AI Chat is an enterprise-grade AI assistant platform designed as a secure alternative to consumer AI tools like AI Agent. Key differences include:
Enterprise Control
- Centralized governance
- Usage policies & limits
- Team management
- Audit trails
Security & Privacy
- Private deployment options
- No data training on your content
- PDPO-aligned controls
- Data residency control
Knowledge Integration
- Company knowledge base
- Document ingestion
- Custom data sources
- Version control
Analytics & Insights
- Usage analytics
- Cost tracking
- Performance metrics
- ROI measurement
Unlike consumer AI tools, Evona AI Chat is built for organizations that need control, compliance, and integration with their existing workflows and data.
Can I upload my company documents to train the AI?
Yes! Evona AI Chat includes a powerful knowledge base system that allows you to upload and manage company documents:
- Supported Formats:
PDF, Word, Excel, PowerPoint, text files, CSV, and more. Bulk upload support.
- Intelligent Processing:
Automatic text extraction, chunking, and indexing for optimal retrieval.
- Access Control:
Set permissions for who can access specific documents or knowledge bases.
- Version Management:
Update documents and track changes without losing historical versions.
- Citation Tracking:
AI responses include citations showing which documents were used.
Your documents remain completely private and are never used to train public AI models. You can delete or update them anytime.
Still have questions?
Our team is here to help. Get in touch and we'll answer any questions you have about Evona.