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.
Upload History
Check history of files uploaded.
Downlaod
Check history of files downloaded from URVA.
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
Advanced 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.
Campaign
Help Docs related to Campaign
URVA AI
URVA AI
Recent Articles
Say Hello to UrvaShe – Your Smart Help Buddy
URVASheis not just another chatbot — it's your AI-powered smart assistant embedded inside the URVA ecosystem. Built to learn your workflows, processes, documents, and customer needs, URVAShe evolves into a trusted teammate who knows your business ...
Merged Field View in Forms (Activity & Collection)
URVA now supports merged field display — allowing you to combine multiple related fields (like address. text field) into a single view-only field while keeping each field editable individually. This helps keep your forms clean and readable, ...
Searching for a Customer While Creating a Task in URVA
When creating a task, URVA allows you to search and auto-fetch customer details using different identifiers. This helps reduce manual entry and ensures accurate information is used. What You Can Search With: Customer Name Phone Number Email Address ...
Restrict Repeated Tasks for the Same Customer
To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...
Gmail SSO Login Guide for URVA Users
Gmail Single Sign-On (SSO) lets you securely log into the URVA platform using your Gmail account—provided you are already registered with your organization in URVA. Who Can Use This Only users already registered with your organization in URVA. Your ...
Support Manuals related to login and account set-up
Check history of files uploaded.
Check history of files downloaded from URVA.
Support Docs for Frequently asked questions
Documents related to client specific docs
Documents related to internal processes
Docs related to build updates
Help Docs related to "Customer Relationships" module.
URVA AI