Help Center

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.

Topic 01 • Getting Started

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.

Topic 02 • Features & Capabilities

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:

1

Intent Recognition

AI analyzes incoming messages to understand customer intent (e.g., order status, product inquiry, complaint).

2

Knowledge Base Matching

System searches your knowledge base, FAQs, and past conversations for relevant information.

3

Intelligent Response

AI generates contextual responses, pulls data from integrations, or routes to appropriate team members.

4

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.

Topic 03 • Integrations & API

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.

Topic 04 • AI Chat

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.