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
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
Recent Articles
Broadcasting Pro in URVA
URVA’s WhatsApp Broadcast Extension lets you send personalized campaigns, updates, and reminders directly to your customers — right where they’re most active. No third-party tools, no extra steps — just fast, effective communication at scale. This ...
Geo-Fence Application in Location Analytics
The Geo-Fence feature in URVA allows managers to define specific areas for location tracking without restricting user actions. Geo-Fence Assignment: Managers can assign geo-fences to users based on their hierarchy. User Behavior: Users can operate ...
Attendance Configuration in URVA
To configure the Opening Balance in URVA, follow these steps: From the URVA home page, navigate to Admin Settings. Scroll down and select Opening Balance. Click the icon to open a pop-up window. Choose the Process Type and Leave Processing Date. ...
Enhancements in Meeting Creation in URVA
Meeting Status: Now you can change/ update the status of the meeting after it is lapsed. The status are as follows: Pending : Upcoming meeting. Done: Meeting completed successfully. Canceled: Meeting was canceled. Reschedule: The meeting rescheduled ...
Applying and Saving Filters in URVA
Filters help users refine any data based on specific conditions, making it easier to find relevant information. URVA app allows users to apply, save, and reuse filters for quick access. Follow the steps below to apply and save filters in the task and ...
Support Manuals related to login and account set-up
Support Docs for Frequently asked questions
Documents related to client specific docs
Documents related to internal processes
Support Manual related to all 4 types of collections
Docs related to build updates
Help Docs related to "Customer Relationships" module.