Documentation

Get started with Xovera

Everything you need to connect your CRM, build AI agents, and start automating conversations.

Quick start

Create your workspace

Sign up with Google or email. Xovera will create a workspace for you automatically. If you use a company email, your workspace is named after your domain. You can customize the name and icon at any time.

Connect your CRM

Head to Integrations in the sidebar and connect LeadConnector or HubSpot. This lets Xovera read your contacts, book appointments, and sync conversation history back to your CRM.

Build your first agent

Click Overview → New Agent. Give it a name, choose a persona (friendly, professional, etc.), and configure what it should do: qualify leads, book appointments, answer FAQs, or all of the above.

Test in the Playground

Use the built-in Playground to have a live conversation with your agent before deploying it. Tweak the persona, rules, and knowledge base until it behaves exactly how you want.

Deploy and go live

Open Deploy to assign a phone number for voice calls, connect SMS/WhatsApp channels, or embed the chat widget on your website. Your agent starts handling conversations immediately.

Feature guides

Voice AI

Assign a phone number to your agent and it can make and receive calls with natural-sounding voice AI. Configure the voice, language, and speaking style from the Voice tab.

Supports call transfer to a human, voicemail detection, and automatic call summaries synced to your CRM.

Multi-channel messaging

Deploy your agent across SMS, WhatsApp, Facebook Messenger, Instagram DM, Google Business Messages, live chat, and email — all from a single configuration.

Conversations are unified in the Conversations view so you never lose context across channels.

Knowledge base

Upload documents, paste text, or crawl your website to give your agent domain-specific knowledge. It uses retrieval-augmented generation to answer questions accurately.

Supported formats: PDF, DOCX, TXT, CSV, and web URLs.

Lead qualification

Add qualifying questions in the Goals tab. Your agent will naturally weave these into conversation to score and categorize leads before handing off or booking.

Qualification data syncs to custom fields in your CRM automatically.

Appointment booking

Connect your calendar and let the agent check availability, suggest times, and confirm bookings — all within the conversation flow.

Supports Google Calendar and CRM-native calendars in LeadConnector.

Rules and stop conditions

Define rules your agent must follow (e.g. “never discuss pricing”) and stop conditions that end the conversation or transfer to a human.

Rules are enforced at every turn, so the agent stays on-brand and compliant.

Follow-up sequences

Create multi-step follow-up sequences that trigger after a conversation ends. Set timing, conditions, and message templates for automated nurturing.

Sequences pause automatically if the contact replies, so conversations feel natural.

Team workspaces

Invite team members to your workspace. Same-domain colleagues are free; cross-domain collaborators will be available on paid plans.

Roles include Owner, Admin, and Member with different permission levels.

CRM integration

LeadConnector

Xovera is a LeadConnector Marketplace app. Install it from the LeadConnector Marketplace or connect from Integrations → Connect LeadConnector in your dashboard.

Once connected, Xovera can access contacts, conversations, calendars, pipelines, and custom fields. All agent interactions are logged as CRM activities.

OAuth scopes requested: contacts, conversations, calendars, locations, and opportunities.

HubSpot

Connect HubSpot from Integrations → Connect HubSpot. Xovera syncs contacts, deals, and meeting links to power your AI agents.

Conversation transcripts and lead qualification data are pushed back to HubSpot as timeline events and contact properties.

Frequently asked questions

Is Xovera free?

Yes, Xovera is free during the beta period. We'll introduce pricing with plans designed for agencies and SMBs as we exit beta.

What CRMs do you support?

LeadConnector and HubSpot are supported today. We're actively working on Salesforce and other integrations.

Can I use my own phone number?

Yes. You can port an existing number or purchase a new one directly through the platform. Twilio and Vonage numbers are supported.

How does the AI handle things it doesn't know?

You configure fallback behavior — it can transfer to a human, take a message, or offer to call back. You set the rules, and the agent follows them.

Is my data secure?

All data is encrypted in transit and at rest. We do not use your conversations to train AI models. Your CRM credentials are stored encrypted and never shared.

Can multiple team members use the same workspace?

Yes. Invite colleagues to your workspace from the onboarding flow or settings. Same-domain users are free; cross-domain invites will be available on paid plans.

Ready to get started?

Build your first AI agent in under 5 minutes. Free while in beta.

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