Versafy User Guide

Versafy helps your team turn customer conversations into service and sales outcomes: answer routine questions, qualify leads, book appointments, take orders, arrange delivery, hand work to people, and learn from phone, email, messaging, and commerce activity. This guide explains why each feature is useful and how to complete common tasks without requiring technical knowledge.

Start here

• Quickstart — reach your first working agent.
• Account access — register, accept an invitation, verify email, sign in, or recover a password.
• Navigation and access — learn where features are and why screens may differ between users.
• Onboarding — turn your business information into a ready-to-test agent.
• Troubleshooting — resolve common access, connection, and data issues.

Build customer-facing agents

• Start with the AI Agents overview.
• Chats shows every agent’s conversations in one list, how many are waiting for a person, and lets your team answer them there.
• Voice Agents answer and place calls.
• Email Agents classify email and can prepare or send replies.
• Messaging Agents handle supported chat and social channels.
• Agent roles and instructions provide a safe starting point for behavior.
• Agent Tasks schedule and track Voice callbacks, Email replies or new threads, and WhatsApp messages.
• Knowledge Base gives agents trusted business information.

Manage phone operations

Use Phone Numbers, Inbound Call Flows, Call Logs & Recordings, and Campaigns to organize inbound and outbound calling.

Connect your tools

The Integrations guides explain how to connect the accounts your agents and reports depend on, including Meta Ads lead follow-up. Notification Channels control where your team receives alerts and escalation requests.

Understand Shopify activity

If your workspace has a connected store, use the Shopify guide to explore orders, attribution, catalog data, cross-sell opportunities, bundles, families, and product economics.

Manage your workspace

Update your profile, manage teammates, review your customer billing page, create API keys, earn from clients you refer through the Partner Program, inspect agent activity, or delete your organization and its data in the Workspace guides.

Features can vary by plan, workspace configuration, and your permissions. If a page or action is missing, see Navigation and access.