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Getting Started

Convotic is a modular revenue platform built for social-first D2C brands. It connects your social messaging channels (Instagram, LINE, Messenger, WhatsApp, Telegram) to your CRM and commerce tools, letting you automate conversations, track customers, and drive revenue from a single dashboard.

Core concepts​

ConceptDescription
BlocksIntegrations with external platforms. Each channel or tool (Instagram, HubSpot, Shopify) is a Block that you connect to your workspace.
WorkflowsVisual automation flows that trigger on events (new message, keyword, follow) and execute a sequence of actions across your connected Blocks.
WorkspaceYour team's environment in Convotic. All Blocks, Workflows, contacts, and settings belong to a workspace.

1. Create your account​

Sign up at app.convotic.com using Google OAuth. Once authenticated, you will be prompted to create your first workspace.

2. Connect your first Block​

  1. Navigate to Settings > Blocks in the dashboard.
  2. Choose a messaging channel (e.g., Instagram, LINE).
  3. Follow the OAuth flow to authorize Convotic to access your account.
  4. Once connected, the Block status will show Active.

Your incoming DMs, comments, and events will begin syncing automatically.

3. Create your first Workflow​

  1. Open the Workflows page and click New Workflow.
  2. Select a trigger, such as Keyword or New Message.
  3. Drag nodes onto the canvas to define your automation logic (send a reply, tag a contact, update your CRM).
  4. Click Publish to activate the workflow.

4. Set up API access​

If you plan to interact with Convotic programmatically, generate an API key from Settings > API Keys.

# Store your API key as an environment variable
export CONVOTIC_API_KEY="cvtk_live_your_api_key_here"

# Verify your credentials
curl -s https://api.convotic.com/v1/workspace \
  -H "X-API-Key: $CONVOTIC_API_KEY" | jq .
const CONVOTIC_API_KEY = process.env.CONVOTIC_API_KEY;

const res = await fetch("https://api.convotic.com/v1/workspace", {
  headers: { "X-API-Key": CONVOTIC_API_KEY },
});

const workspace = await res.json();
console.log(workspace);
tip

Keep your API key secret. Never commit it to version control. Use environment variables or a secrets manager in production.

Next steps​