Get started
Create the workspace, choose a vertical pack, invite the team and import the current lead sheet.
SETUP · OPERATIONS · API
Documentation for getting a real team live.
Start with the operating workflow, then connect channels, import data and extend only what the team actually needs.
Connect channels
Configure Meta, WhatsApp, email, calling and payment providers through supported flows.
Run the day
Use inbox views, the call queue, follow-ups, tasks and pipeline stages as the shared operating rhythm.
Build safely
Use scoped API credentials and signed webhooks for extensions that preserve workspace boundaries.
MAKE THE NEXT MOVE VISIBLE
Bring one pipeline.
Leave with a working queue.
Try Crosvia for 14 days, or map it to your process in a 30-minute demo.