Knowledge Base
Getting Started
Support Manuals related to login and account set-up
Tasks
View tasks done by your teams and yourself in one place
Calendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.
Files
Upload files and share with your teammates.
Beat Plan
Create and assign beat plans for team journey planning.
Goals
Set goals for your teams, over a time period and make changes
Location Analytics
View location history of your team and make informed decisions
People
View customers, modify stages, view interactions and more
Products
One place to manage all your products
Process
Use your organizational reports & other data from here inside dashboards
Output Reports
View your customly designed reports, export them, slice them
User Reports
Support Docs for user reports
Call Reports
Reports of all calls done between customers and users
User
Create, view & edit users, manage their profiles and more
Roles
Create roles
User Groups
Bulk assign activities, contacts to users through groups
Subscribers
Create subscribers to share information with non-users
Admin Settings
Simplify software management and configuration with our comprehensive Admin Settings module, empowering users to seamlessly perform background configurations.
URVA Connect
Support Docs related to URVA Connect
FAQs
Support Docs for Frequently asked questions
Whitelabelled Apps
Documents related to client specific docs
Internal Process Documents
Documents related to internal processes
Dashboard
Support Docs related to Dashboard
Collections
Support Manual related to all 4 types of collections
Build Updates
Docs related to build updates
Customer Relationships
Help Docs related to "Customer Relationships" module.
Recent Articles
Generate a Transcript for a call logged in URVA
URVA makes it easy to convert your call recordings into searchable text transcripts. This feature allows you to efficiently review and find specific information within your calls. Follow these straightforward steps to generate and access your call ...
Send chat invite to Customer from Contacts
URVA now lets you seamlessly invite customers for a chat on popular platforms like WhatsApp, Telegram, or Instagram. Here’s how you can get started: Go to the Work section from the URVA home page. Scroll through the assigned contacts list to find the ...
Manager action on Team directory
Managers Role can now view attendance in story format, change passwords, reset user logins, enable support mode, share visiting cards, and assign activities and collections using the mobile application. To View the attendance status as story, please ...
Unique Value in Table Interface
As a user, you want to make sure that certain fields in your online forms do not have duplicate entries. This feature is already available on the mobile app. Here is how unique field selection in table works: From URVA home page, go to Activities. ...
Mark Activities as Favourite
Favoriting activities allows you to easily access and prioritize them in your work tab. Follow the steps for marking the multiple activities as favourite: From URVA home page, go to Account. Next scroll down to find the Activities tab and click on ...