Quick Start Guide

Savena is designed to get you from sign-up to your first customer conversation in minutes. This guide walks you through the essential steps.

Step 1: Create your account

Sign up for a free 14-day trial at app.savena.ai. No credit card is required. Your trial includes 50 conversations and 50 AI automations so you can explore every feature.

Step 2: Set up your workspace

After signing up, you will be guided through a short onboarding flow. Enter your company name, upload a logo, and configure your business hours. These details personalize the experience for both your team and your customers.

Step 3: Connect a channel

Go to Settings → Channels and connect at least one messaging channel. The fastest options are:

• Live chat widget — paste a script tag on your website
• Email — connect Gmail or Microsoft Outlook in a few clicks
• WhatsApp Business — link your phone number
• Instagram — connect your business account

Step 4: Invite your team

All plans include unlimited agent seats. From Settings → Users, invite team members by email and assign roles (owner, admin, manager, or agent).

Step 5: Configure your AI agent

Navigate to AI Agent in the sidebar, create an agent, and upload your knowledge base documents. The AI will use this content to answer customer questions automatically. You can also point the AI at your website URL and it will read the content.

Once your agent is set up, enable it on the channels where you want AI-powered responses. The agent will handle routine questions and escalate to your team when needed.