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Getting Started with ConvoHQ

Set up your business messaging in minutes - no technical expertise required

Watch the Full Setup Walkthrough

From account creation to sending your first message — the complete guide in one video.

5 Steps to Start Messaging

1

Create Account

Sign up & verify email

2

Select Plan

Choose a pricing plan

3

Buy Number

Purchase a phone number

4

A2P Registration

Complete compliance

5

Start Messaging

SMS & Voice ready

Note: WhatsApp & Messenger integration requires additional setup with ConvoHQ support.

1. Create Your ConvoHQ Account

Start by creating your ConvoHQ account. Visit our website and click on the "Sign Up" button.

  1. Fill in your email address and create a secure password
  2. Click the "Sign Up" button to create your account
  3. Check your email for a verification link
  4. Click the link to verify your email address

Tip

If you don't see the verification email, check your spam folder. You can also request a new verification email from the login page.

2. Select a Pricing Plan (Required)

Before you can buy phone numbers or access messaging features, you must select a pricing plan.

  1. After logging in, go to Dashboard → Billing
  2. Review the available plans and their features
  3. Select the plan that best fits your business needs
  4. Complete the payment setup to activate your plan

Important

An active pricing plan is required to purchase phone numbers, complete A2P registration, and send messages. View our pricing page to compare plans.

3. Access Your Dashboard

Once you've selected a plan, you can access all ConvoHQ features from your dashboard.

  1. Your dashboard shows your setup progress and message analytics
  2. Follow the setup checklist to complete your configuration
  3. Each step is clearly marked with progress indicators

Complete Setup Checklist

Quick Start Guide

Follow this checklist to ensure you've completed all the necessary steps:

1. Create ConvoHQ Account

Sign up and verify your email address to activate your account.

2. Select a Pricing Plan

Choose a plan from the pricing page to unlock all features.

3. Buy a Phone Number

Purchase a phone number from Settings → Phone Numbers → Buy A Number.

4. Set Up Compliance Documents

Create your privacy policy and terms of service in the Compliance Hub.

5. Complete A2P Registration (2-3 weeks)

Use our guided wizard to register your business for SMS messaging.

6. Start SMS Messaging & Voice Calls

Once A2P is approved, send SMS from your inbox. Voice calling is available immediately.

7. WhatsApp & Messenger (Optional)

Contact our team to set up WhatsApp and Facebook Messenger integration.

Need Help?

Our support team is here to help you get started - especially for WhatsApp and Messenger setup.