Tutorial
How to Use Solva
From signup to your first booked appointment in six steps.
From signup to your first booked appointment in six steps.
Every step happens inside your Solva dashboard — no technical skills needed.
Your command center. After signing up, log in to see stat cards for conversations this month, auto-resolution rate, and plan status — plus Quick Actions that jump you straight to the Knowledge Base, AI agent chat, analytics, and settings.
Login→ DashboardOpen the Knowledge Base tab and import your website URL, upload PDFs like menus, price lists, and FAQs, or add manual entries. This is what lets Solva answer your customers correctly — the better your knowledge base, the better every conversation.
Dashboard→ Knowledge Base → Import WebsiteIn the Integrations tab, connect Google Calendar or Calendly so Solva can book real appointments on your actual schedule. Also connect HubSpot, Salesforce, Pipedrive, Slack, and Zapier to fit Solva into the workflow you already use.
Dashboard→ Integrations → ConnectOn the Dashboard, click "Get Widget Code" and paste the snippet into your site. Solva's chat widget appears instantly and starts answering visitors 24/7 — even while you sleep.
Dashboard→ Get Widget Code → Paste into your siteOpen the Voice AI tab and point your business number at Solva. It answers every call 24/7, books appointments, and qualifies leads — so a ringing phone never goes unanswered again.
Dashboard→ Voice AI → Go liveThe Analytics tab shows your conversations and resolution rate, the Leads tab captures every lead Solva brings in, and the Recovery tab helps win back abandoned visitors. Check in weekly and watch the numbers move.
Dashboard→ Analytics / Leads / RecoveryA realistic timeline from signup to a fully working AI receptionist.
Sign up, log in, and teach Solva your business — import your website URL and upload your FAQs, menus, or price lists.
Connect your calendar so Solva can book real appointments, then paste the chat widget snippet into your website.
Turn on the AI receptionist in the Voice AI tab — Solva starts answering your calls 24/7.
Check your conversations, resolution rate, and captured leads — then fine-tune your knowledge base for week two.
Minutes for the basics. Importing your website takes seconds, and most businesses are answering customers the same day they sign up. No technical skills needed.
It escalates to a human instead of guessing — so your customers always get a real answer, and you see exactly what was asked in your dashboard.
Yes. Add or edit entries in the Knowledge Base tab anytime, and the changes take effect immediately across calls, chat, texts, and emails.
Yes. Solva answers calls, chats, texts, and emails 24/7 — nights, weekends, and holidays included.
Follow the six steps above — or let us walk you through it on a free demo.
🎯 Book a Free Demoor call (844) 352-6038