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Nirvai Revenue

Quick start with Nirvai Revenue

How to get started with Nirvai Revenue step by step — activate your account, connect WhatsApp, build your sales funnel with the Assistant, try it with a lead and activate it.

Nirvai Revenue is like adding a salesperson who never sleeps to your team: it contacts every new lead within minutes, qualifies them, books the meeting and follows up on WhatsApp, calls and email until there is an answer. You decide how it works, and nothing changes for your customers without your click. This page takes you from a new account to your first lead handled.

Revenue in one sentence​

Entries bring Leads into the Funnel. At each Stage, a Persona does a Job with its Functions. Contact rules say when to follow up, and Connections are where it talks.

EntriesMeta lead formsWhatsAppGoogle Sheets
Funnel
  1. New
  2. Contacted
  3. Qualified
  4. Visit booked
  5. Negotiation
PersonaVAValentinaJob · QualificationFunctionsFree slotsBook a visit
Contact rulesHoursMessages per dayWait between tries
ConnectionsWhatsAppSMSCallEmail
How one lead moves through Nirvai Revenue, from Entry to Connection.

Every capitalised word is a piece you will see in the app. We explain them in The words of Revenue.

The six steps​

1
Activate your account

From your offer link: pay, complete three short steps and enter your workspace.

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2
Home and the Assistant

The Assistant opens an implementation conversation on its own and asks what is missing.

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3
Connect WhatsApp

Press «Conectar con Meta» on the chat card and follow Meta's steps.

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4
The Assistant builds your Funnel and you approve it

You see the before and after in a draft, ask for changes in your own words and press «Aprobar».

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5
Try it with a lead

In «Try» you chat with your Persona as if you were a lead, without bothering anyone.

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6
Activate it, and the first 24 hours

Press «Activar» and the Persona starts writing to your new leads.

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1. Activate your account​

Open your offer link and press Pay and get started, or I have an activation code if you pay by invoice. Then complete Company, Billing and Meeting, and press Go to my workspace.

2. Home and the Assistant​

When you come in, a conversation with the Assistant opens. It greets you, repeats what it already knows about your company and only asks what is missing, such as your website or where your leads come from today. If you give it your website, it reads it before asking anything else.

3. Connect WhatsApp​

A card with the WhatsApp logo appears in the chat. Press Conectar con Meta (Connect with Meta) and follow Meta's steps in the window that opens. When the dot turns green, the Assistant carries on by itself. It also asks for the calendars of whoever does the visits, and the number where we alert you when a lead asks to talk to a person.

4. The Assistant builds your Funnel and you approve it​

The Assistant proposes your first Funnel in a draft: the Stages, the Persona, its Jobs and the WhatsApp entry. You see it on the before-and-after card. Ask for changes in your own words («speak formally to customers») and they go into the same draft. When you like it, press Aprobar (Approve): only the account owner can.

5. Try it with a lead​

On your Persona's page, open Try and chat with it as if you were a lead. With Simulated nothing leaves the app; with To my number the replies reach only your own WhatsApp or email. Test leads never write to anyone else and are never billed. You can try the draft before you approve it.

6. Activate it, and the first 24 hours​

Approving gets everything ready, but a new Job stays paused. The activation card shows who will be contacted, on which channels and from when; you or an admin press Activar (Activate). From then on:

  • the Persona writes to every new lead within minutes, inside the hours of your Contact rules;
  • whatever needs someone from your team shows up in Needs attention, on Home;
  • we alert you on the number you gave when a lead asks to talk to a person;
  • everything that happens with each lead stays in its Timeline.
With implementation

If you signed up with implementation, your Nirvai implementer works with you for the 7 days and marks the go-live. Your monthly fee starts that day.

What's next​