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Quick start

Get Evercom up and running in about 15 minutes. Follow these steps to set up your workspace, bring your team on board, and handle your first conversation.

1. Create or open your workspace​

Each workspace is an isolated tenant with its own contacts, conversations, and settings. Start by creating a workspace or opening an existing one.

Your workspace profile holds the name, logo, and public widget code. Configure these in Settings → Workspace.

2. Invite your team​

Evercom has three roles:

  • owner — broadest control over the workspace.
  • admin — manages most settings.
  • operator — handles conversations.

Invite teammates and manage their roles in Settings → Users and Settings → Invitations.

3. Install the website widget​

Copy the install snippet from Settings → Widget and add it before the closing </body> tag on every page of your site:

<!-- Evercom widget -->
<script src="https://widget.evercom.app/a3f2b1c9.js" async></script>

Here a3f2b1c9 is the public widget code, which is unique per account.

4. (Optional) Connect an external channel​

Connect Telegram, Instagram, VKontakte, or WhatsApp in Settings → Channels, so messages from those providers land in the same inbox as your widget conversations.

5. Send a test message and reply​

  1. Open your site and click the chat button.
  2. Send a message through the widget.
  3. Reply from Conversations in the operator app.

Conversations have the statuses open, snoozed, and closed.

Next steps​

Once the basics are working, explore the rest of Evercom. Build self-serve help content in the Knowledge base, automate routine handling with Workflows, and integrate Evercom with your own systems using the Public API.