Integrations

What the page is for

This is where the customer connects their own services to the platform: the email account replies are sent from, the calendar that decides when they are busy, Facebook and Instagram, the website's contact form and a universal address for everything else. The email is optional: without it your AI assistant replies by SMS, and with it, it can also write from the customer's own address. The page is setup, not operation: this is where the services are connected, and the messages themselves are read under Conversations.

The subtitle of the page is "Manage your connected services". The tab is called Integrations in the menu under the Integrations section. A team member account only sees their own calendar here, because the calendar belongs to the person. Email, Facebook, the website and the rest belong to the business and the owner.

In the menu the tab sits in its own section, INTEGRATIONS, above API and Endpoints (if the customer has it). The TRAINING CAMP section at the top of the menu holds, among others, Your business and, for the owner, Products and services. The other tabs in Settings each have their own page in the handbook.

What it looks like

At the top is the heading Integrations with the subtitle. Below it there is one list with one line per integration. Each line has a logo on the left, the name, a coloured dot with a status under the name, and one or two buttons on the right. Each line is folded: only the name, the status, the buttons and a small arrow on the far right are shown. Every line has the arrow, also the ones that are not connected. Pressing the arrow or the name unfolds the line, and the arrow turns upwards. Pressing it again folds it away.

Unfolded, a line always shows the same things, in this order:

1. At the top the connected account in a small grey box with a picture or logo, a bold line and one or two grey lines. The box only appears when the line is connected.
2. A short text about what the integration is used for. It is always there, also before the customer has connected anything.
3. Before the line is connected: the See how it works link (a short video) and what the customer needs to have ready, for example "You need a Meta business account". It no longer sits under the status in the line itself.
4. Last, whatever fields, addresses and settings the line has, for example the address field for email, the QR code or the CRM settings.

The grey box shows:

• Facebook: the page's picture, name and number of followers. If the picture and the number cannot be fetched right now, only the page's name is shown.
• Instagram: profile picture, name, @username and number of followers and posts.
• Email: for Gmail and Outlook the account's own profile picture (round), the connected address and the account's name. If the account has no picture, or it cannot be fetched right now, and for other providers, the provider's logo, the address and the provider's name are shown.
• Calendar: the account's email address, the chosen calendars and when they were last read ("Updated 4 minutes ago"). If the calendar is connected with the same account as the email, the email account's profile picture (round) is shown, as in the email line. Otherwise, or if the picture cannot be fetched right now, the calendar's logo is shown.
• Website: the website's own icon (favicon), the domain and when the latest enquiry came in, or "No enquiries yet". If the site has no sharp icon, or it cannot be fetched right now, a globe is shown.
• Universal webhook: when the latest enquiry came in, or "No enquiries yet". The address itself is not shown there: the button copies it. Text only, no icon (the icon is already on the line).
• QR code: "Your QR code" and how many times it has been scanned and brought in enquiries in the last 30 days. Text only, no icon.
• Google Ads lead forms (admin only for now): when the latest enquiry and the latest test came in. Text only, no icon.
• WhatsApp: the approved name (only on the customer's own number), the number and "Your own number" or "Shared number from us".
• TikTok: the names of the ad accounts, the number of ad accounts and when the latest enquiry came in. There is no logo or picture here, because TikTok does not provide a picture of the ad account, and the logo is already at the top.
• HubSpot, Pipedrive and Salesforce: the account's name and "Connected since" with the date.
• Airtable and monday.com: the chosen base or board and table or group.

The lines appear in this order:

1. Facebook (called Facebook ads for a customer without the Booking agent)
2. Instagram (only when Instagram is connected, see below)
3. WhatsApp (shown when the connection has been opened for customers, see below)
4. TikTok
5. The email account: the line is called Email Provider until something has been connected, and after that Gmail, Outlook or the name of the provider (for instance one.com or Simply)
6. Calendar
7. Website
8. Universal webhook
9. QR code

The status text under the name is "Checking..." while the page loads, then "Connected" or "Not connected". Email and calendar can also show "Expired", and the website "Awaiting verification". Calendar, Instagram and TikTok just show "Connected"; which account and which calendars are connected shows when the line is unfolded.

Facebook can show a yellow dot, "Connected" and a line below the status when the connection is there but cannot do everything:

• "No Facebook page selected. Connect again and choose your page." when no page has been chosen. Without a page, neither leads nor messages come in.
• "Messenger is missing a permission. Connect again to turn on messages." when the customer did not allow messages at Facebook. Only accounts that can see Social media under Settings see that line, and it only appears once the permissions have been checked.

In both cases the Reconnect button sits next to Disconnect. It starts the Facebook login again, and the customer does not have to disconnect first.

For a customer with agents (the package the agency chooses with Change agents in the partner portal) three things apply (9/10 and 26/10-2026):

• No line is gone because of the package: every package can connect every integration. The lines that ONLY bring leads in (Website, Universal webhook, TikTok, QR code and Google Ads lead forms) get the line "Used by the Booking agent, which is not part of your package" when the package does not have the Booking agent.
• Facebook has no package line below the status. Without the Booking agent the row is called Facebook ads, and the text in the unfolded line says "Your AI assistant can see your active ads, so it knows what the lead has seen." With the Booking agent it is called Facebook, and the text says "Leads from your lead ads land here right away, and your AI assistant writes to them. It can also see your active ads, so it knows what the lead has seen."
• Instagram and WhatsApp get the line "Used by the Social media agent, which is not part of your package" when the package does not have that agent. As long as the Social media agent cannot be chosen for agencies, the Instagram and WhatsApp lines are gone entirely for the agency's customers.

Email and calendar are always there and get no line. The calendar is used by every package. Email is only recommended with the Booking agent: the chat on the website manages without it, and without the Booking agent a connected email is only used for messages about a booked time (confirmation, reminder and cancellation). Customers without agents see every line, with the Facebook text as with the Booking agent.

In the app it says at the bottom: "The setup opens in your browser. When you are done, you are brought back here automatically." That is right: logging in at Google, Microsoft and Facebook happens in a browser sheet on top of the app.

The page follows the choice the customer made under Settings, Appearance: light or dark. The brand colour and the buttons are the same in both; only the surfaces change.

Buttons and fields

The arrow on the right (every line)

Unfolds the line, and pressing it again folds it away. Pressing the name does the same. Every line starts folded each time the page is opened. The buttons on the line, such as Connect and Disconnect, do not unfold anything.

Connect (Facebook)

Sends the customer to Facebook's own login, where they pick the page the messages and the ads belong to. When they come back it says "Facebook is now connected", and the line changes to Connected. After that, enquiries from Facebook's lead forms land in the platform automatically, and messages from Messenger can be read and answered under Conversations. The Facebook login does NOT bring Instagram along, not even when the customer's Instagram professional account is linked to the Facebook page: Instagram is its own connection, see the Instagram line below. If the login cannot be started, the message "Could not start the Facebook login" appears.

The customer gets one message when they come back from Facebook. If they pressed Cancel at Facebook, it calmly says "You cancelled. Nothing has changed.", and the connection is as before. If something goes wrong, it says for example "Facebook did not give us access. Try again." or "The Facebook connection is not set up correctly. Contact support." The same applies in the app.

On an unexpected error it says "Something went wrong while connecting Facebook. Try again.", but only in the app. In the browser the customer instead lands on Overview with no message. Then check on the Facebook line under Integrations whether it shows Connected, and press Connect again if it does not.

For accounts that can see Social media under Settings, the row is always called Facebook, and the text in the unfolded line ends with "Messages on Messenger can also be answered by your AI assistant." When Facebook is connected, a link below the text, Set up Messenger replies, leads to Social media, where the keyword and the AI replies switch live.

Ad with a Send message button

The line is not open for customers yet, so a customer does not see it.

Disconnect (Facebook)

Opens the box "Disconnect Facebook?" with the text "This will disconnect your Facebook Lead Ads integration. You will no longer receive leads automatically from your ads." and one more line: "Your AI assistant keeps answering your leads by SMS." The customer confirms with Disconnect or goes back with Cancel. After the confirmation it says "Facebook is now disconnected, auto-reply disabled". Existing enquiries and conversations stay. If the write goes wrong, "Could not disconnect Facebook" appears, and the line stays as connected, because the screen follows what the database answered. Instagram is not touched. If the disconnect works, the task "Get more out of your Facebook inquiries" disappears from Overview right away. Without the Booking agent (the row is called Facebook ads) the box says "This will disconnect Facebook. Your AI assistant will no longer have insight into your active ads." and "Your other AI agents keep running as before." instead. For accounts that can see Social media under Settings, the box also says "Your AI assistant also stops answering messages on Messenger."

Add Send message button (Facebook)

Not open to all customers yet, so most do not see it. For those who have it, it sits next to Disconnect on a connected Facebook line, when the customer has the Booking agent. The button puts a "Send message" button on the customer's Facebook page, so people can start a conversation from there, and the conversation lands under Conversations like any other Messenger message. Afterwards it says "The Send message button is now on your Facebook page", and the button here changes to Remove Send message button, which takes it off the page again. No messages are sent, and nothing else on the page changes.

If the page already has another button, for example "Book now", it is left alone: the customer gets the message "Your Facebook page already has another button. Remove it on Facebook first". If the permission is missing, it says "Connect Facebook again to allow the button", and that is solved with Disconnect and Connect. If Facebook refuses to set the button, it says "Facebook did not let us set the button. Add it yourself on your Facebook page".

The Instagram line

Instagram has its own line below Facebook and is completely separate from it. Instagram is connected in one way only: directly with its own login, without a Facebook connection. An Instagram account linked to the customer's Facebook page does not count. Next to Connect it says "You need a Meta business account, and you log in through your browser.": the login happens at Meta, and the customer chooses the Instagram account there. The Instagram login has not been opened for customers yet: the Connect button is only shown for the platform's own admin login (with the Admin badge) and for a few pilot customers. A customer without an Instagram connection therefore sees no Instagram line at all.

When the direct login has gone through, it says "Instagram is now connected". If the customer cancelled at Instagram, it says "You cancelled the Instagram login". If the account is already connected elsewhere, it says "That Instagram account is already connected to another account. Disconnect it there first". If the line shows "Expired", Reconnect starts a new Instagram login.

If the account has turned off access to messages, it says "Your Instagram account does not allow access to messages. Turn on "Allow access to messages" in the Instagram app settings and try again", after the login, when a reply cannot be sent, and under the line. If the account is not a business or creator account, the login says so, and if the customer did not choose an Instagram account at Meta, it says "We did not get an Instagram account from Meta. Connect again and choose your Instagram account".

A connection from before the current login keeps working unchanged until the customer has connected again. As soon as the new login is set up, it says "Connect Instagram again to move to the new login. Your connection keeps running in the meantime." under the line, with Reconnect next to Disconnect. The customer does not have to disconnect first. If the move fails, the old connection stays.

When Instagram is connected, the account is shown at the top of the unfolded line, so the customer can see that it is the right one: profile picture, name, @username and number of followers and posts. The individual posts are not shown. This is only a view, fetched directly from Instagram: nothing can be posted from here, and nothing is stored. If Instagram cannot answer, it says "The profile cannot be shown right now. Your connection is not affected.", and messages keep running as before. The same connection also appears in the setup guide, as its own step after Facebook, drawn like the guide's other connection steps ("Connect Instagram" with one large button and the same line about the Meta business account). The login, disconnecting and the messages are the same as here. Until the Instagram login is opened for customers, only the platform's admin accounts see that step. After the login you land back in the guide instead of here.

Disconnect (Instagram)

Only shown when Instagram is connected. Opens "Disconnect Instagram?" with the text "We stop receiving and answering messages to your Instagram account. Your existing conversations stay where they are." After the confirmation it says "Instagram is now disconnected". Facebook is not touched.

The WhatsApp line (shown when the connection has been opened for customers)

Here the customer connects his own WhatsApp Business number, so messages from leads on WhatsApp arrive under Conversations. It is the only place WhatsApp is connected: the Connect WhatsApp button in the inbox under Social media sends the customer here. The line sits right below Instagram. It has not been opened for customers yet: until then only the platform's own admin login (with the Admin badge) and a few pilot customers see the line, and an ordinary customer sees no WhatsApp line at all. The rest of this section applies once the connection has been opened for customers.

Connect opens Facebook's own window on top of the page. Below the button it says "You need a WhatsApp Business number, and you log in with Facebook." In the window the customer logs in with Facebook, chooses or creates his WhatsApp Business account and picks the number to connect. When it is done, it says "WhatsApp is connected" (or "The number was already connected"), and the line switches to Connected. If the browser blocks the window, it says "The Facebook login could not open. Check whether the browser is blocking pop-ups, and try again." If the customer picks no number in the window, it says WhatsApp is not connected, and he can try again. If the number is already connected to another account, it says "This number is already connected to another account. Choose a different number, or contact us."

Once WhatsApp is connected, the number sits at the top of the unfolded line: the name Meta approved (only on the customer's own number), the number and "Your own number" or "Shared number from us". Just below is a short explanation of the number: a shared number is shared with other customers, and conversations are kept apart by sender. Below it are Quality at Meta and Messaging limit. On the customer's own number it also says "Add a payment card to the number yourself in WhatsApp Manager, so messages keep coming in." with the link Open WhatsApp Manager. Below that is Conversations with the number of conversations and when the last message came in, and the button See the conversations, which opens Conversations. At the bottom is Outside the 24-hour window: if more than 24 hours pass without a reply from the lead, Meta requires a pre-approved template, and that kind of template is not built yet.

If Meta has cut the connection, the line shows "Needs to be connected again" with the text "Meta has disconnected this number. Connect it again to keep receiving messages." and the button Connect again, which opens Facebook's window again.

Disconnect (WhatsApp)

Only shown when the customer's own number is connected. Opens "Disconnect WhatsApp?" with the text "You will stop receiving messages on this number until you connect it again." After confirming it says "WhatsApp is disconnected". The conversations stay where they are. A shared number from us cannot be disconnected from here.

The TikTok line

TikTok brings enquiries from the lead forms in the customer's TikTok ads into the platform, the same way as enquiries from Facebook's lead forms. The line sits below Instagram and WhatsApp.

Connect sends the customer to TikTok's own login. Below the button it says "You must be Admin on the ad account in TikTok. TikTok may send a code to your email during the login." So the customer must have the Admin role on the ad account in TikTok, and TikTok may ask for a code, which it sends to the customer's email, before the login goes through. At TikTok the customer chooses the ad accounts to connect, and one connection can cover several ad accounts.

When the login is done, it says "TikTok is now connected". The line shows "Connected", and unfolded it shows the names of the ad accounts at the top with the number of ad accounts and when the latest enquiry came in ("Latest lead" with date and time, or "No leads yet"). If only some of the accounts could be connected, it also says "TikTok is connected, but not all ad accounts could be connected. Connect again to try the rest".

An ad account can only be connected to one customer at a time. If it is already connected for another customer, for instance because an agency shares the same ad account between several customers, it is blocked with "That ad account is already connected to another account. An ad account can only be connected in one place". That is on purpose: otherwise one customer's enquiries would land with the other. If TikTok finds no ad account the customer is Admin on, it says "We found no ad account you have access to. You must be Admin on the ad account in TikTok". If the customer cancelled at TikTok, it says "You cancelled the TikTok login".

If the customer revokes the access at TikTok, the line shows "Expired" with the button Connect again, which starts a new TikTok login. Until the customer has connected again, no new enquiries come in from TikTok.

An enquiry from TikTok is counted and costs the same as an enquiry from Facebook. It appears under Conversations in the category "TikTok leads".

Disconnect (TikTok)

Shown when TikTok is connected or shows "Expired". Opens "Disconnect TikTok?" with the text "We stop receiving leads from your TikTok ads. Your existing leads stay where they are." After the confirmation it says "TikTok is now disconnected", and all of the customer's ad accounts are disconnected at once. Facebook and Instagram are not touched.

Connect (the email account)

Unfolds a field below the line instead of asking about the provider first. The arrow on the right does the same. When the panel is open, the button at the top disappears, so there are not two Connect buttons on top of each other.

The email address and Connect in the panel

The customer types the address they want to reply from, for instance your@email.com, and presses Connect (the button with the magnifying glass) or Enter. While the platform recognises the provider it says "Finding...". Then one of four things happens:

• Google: the customer is sent to Google's login. Every checkbox has to be ticked, otherwise "Google was not given permission to send email. Try again and leave every checkbox ticked on Google's consent screen." appears.
• Microsoft: the customer is sent to Microsoft's login.
• one.com or Simply: the form below unfolds.
• Unknown provider: it says "We could not recognize your email provider" with the address and a pointer to support.

Above the field is the most important limitation, in the line's text: "Your AI assistant sends and replies to emails from this address, so the lead sees your own name. You can connect one email account at a time." Once email is connected, the address with the provider's logo is shown at the top instead of the field. If the address is not a valid email address, "Enter a valid email address" appears, and nothing is sent.

Try another email

Clears the field and starts the recognition over. Nothing is saved along the way.

Provider, Email and Password (one.com and Simply)

Three fields in the form for the providers that have no login window. Provider is a list with one.com and Simply, and it is only shown if the recognition did not find the provider itself. Email is the address, Password is the password to the mailbox, and the eye by the field shows the password. The same form is used in the setup, and here on Integrations it looks as it always has.

Connect (one.com and Simply)

The button is grey until all three fields are filled in. First the connection is tested ("Testing connection..."), and only if the test goes through are the details saved. If it works, it says "Email connected and verified", and the line changes to the provider's name and Connected. If it goes wrong, the message says what is in the way: "Incorrect email or password", "Could not connect to email server" or "The secure connection failed. Check the settings with your email provider." Nothing is saved on a failed test. Cancel closes the form again.

Reconnect (the email account)

Only shown when there is no longer a working email channel, and the line reads "Expired". It starts a fresh login at exactly the provider that has stopped working. It is the button the customer needs when they are told that the access needs renewing. If the customer has changed provider and has a fresh connection, the warning is not shown, even though the old connection is still dead.

Disconnect (the email account)

Opens "Disconnect Gmail?", "Disconnect Outlook?" or "Disconnect email provider?" depending on what is connected, with the line "Your AI assistant keeps answering your leads by SMS." After the confirmation it says "Google is now disconnected. Your AI assistant still replies by SMS." (or Microsoft, or "The email connection is now disconnected. Your AI assistant still replies by SMS."). No emails are sent after that until the customer connects a new one, but your AI assistant keeps answering enquiries by SMS.

Connect (Calendar)

Opens the box "Which calendar do you use?" with the subtitle "You log in with the account the calendar belongs to. We only read it, never write to it." There are three choices: Google Calendar, Outlook and Apple. The calendar has its own connection: if the customer disconnects their email, the calendar carries on untouched. If the customer has no calendar profile, "You have no calendar profile yet. Ask the owner to create your calendar under Settings first" appears.

In the setup guide it is the same connection, but the three choices sit directly in the card when the customer presses "Connect calendar". Choosing the calendar afterwards, the Apple box and Disconnect are the same as here.

iCloud email and App-specific password (Apple)

Apple has no login page for calendars, so the box "Connect Apple Calendar" shows three steps and two fields. The customer signs in to their Apple account, creates an app-specific password with the name the guide suggests, and types it here along with their iCloud email. The password is 16 letters and is only shown once at Apple. Below the field it says: "Not your normal Apple password. You can delete the app-specific password at Apple at any time." If it is rejected, the message is "Apple rejected the email or password. Check that it is an app-specific password, not your normal one", "The app-specific password is 16 letters, for example xxxx-xxxx-xxxx-xxxx" or "Enter your iCloud email".

The tick boxes in "Which calendars count as busy?" and Save

The box opens by itself when the customer comes back from the login, and the text explains what it does: "We read the busy times in the calendars you tick, so your AI assistant never books on top of them. We never write to them." The customer can tick several calendars, but at least one. Save closes the box and confirms with "The calendar is saved", and the line then shows the names. Google's subscription calendars, that is public holidays and the like, are deliberately filtered out of the list. The primary calendar comes first, then named calendars, and calendars without a name (Google calls them "(No title)") last. A long list scrolls inside the box, so Save can always be reached.

Choose calendar

Only shown when the account is connected but no calendar has been chosen, and the line reads "Connected, no calendar chosen". It opens the same box again. If the customer closes the box without choosing, it opens by itself the next time they come to the page, so a connection does not sit there looking like it works while doing nothing.

Disconnect (Calendar)

Opens "Disconnect the calendar?" with the text "We stop reading your calendar, and the busy times we added are removed again. Your own blocks and appointments are not touched." After the confirmation it says "The calendar is disconnected". If the customer wants to switch to a different calendar, they disconnect and connect again: there is no switch button.

Connect (Website)

The button is always called Connect, also while the line is awaiting verification. It opens the box "Who manages your website?" with two choices: Send to my web designer and I'll do it myself. Opening the box and closing it again with Close changes nothing on the line. The line only changes to "Awaiting verification" when the customer presses Sent (after sending the message to the web designer) or Done (after putting the code in themselves). Behind the scenes the website is made ready to receive enquiries as soon as the box is opened, so a customer who puts the code in and just presses Close loses no enquiries. At the bottom of the box it says "Need help?" with the support address, and for a partner's customer that is the partner's own support address, never the platform's. If the partner has no support address set up, it says only "Need help?" without an address.

Send to my web designer and Copy message

Produces a finished message the customer can forward to whoever manages the website. The message holds the code line, the customer ID and a short explanation, and it carries Konverto as the sender name, so a partner's customer passes on the partner's name. Copy message puts it on the clipboard and changes to "Copied! Send it to your web designer". No email is sent from here: the customer sends the message themselves. At the bottom are Close and Sent. Sent sets the line to "Awaiting verification" and closes the box; Close closes without changing anything. If the save fails, it says "Could not save. Try again.", and the box stays open.

I'll do it myself

Opens the guide with two tabs: WordPress and Manual installation. At the top of the guide it says "Awaiting connection" until the first enquiry has come through, and after that "WordPress connected!" with "Your website is ready to send leads." At the bottom are Close and Done. Done sets the line to "Awaiting verification" and closes the guide; Close closes without changing anything. If the website is already connected, there is only one button, Done, which just closes.

Download plugin and Copy Customer ID (WordPress)

Three steps: get the plugin with the Download the plugin button, install it in WordPress under Plugins, Add New, Upload Plugin, and then paste in the customer ID. Copy Customer ID puts the ID on the clipboard and changes to "Copied!". Finally the customer presses "Save Settings" and "Test Connection" inside WordPress. The plugin is called Hjemmesideindsamler and does not mention the platform's name. For a partner's customer it is downloaded from a neutral address.

Copy code (Manual installation)

For Wix, Squarespace, Webflow and others. The customer searches for their platform in the search field or picks a category, and then the steps for that particular platform are shown along with the code line and a Copy code button. If the platform is not on the list, there is a line at the bottom, "Can't find your platform? Click here" (it is only shown when the search field is empty), which gives a general guide: log in to the website's control panel, find the place called Custom code, Header scripts, Tracking or Integrations, paste the code in the head section, and save and publish the page. If the customer searches for something that does not exist, it says "No platforms found. Try a different search."

For a partner's customer the code line points to a neutral address, and so do the calls the code makes from the website. Neither the customer nor their web designer sees the platform's name in the website's source code, in the code itself or in the browser console, also when a caching or optimisation plugin has moved the code onto the website's own domain. This also holds when the customer is logged in on the platform's own address. While it is being settled who the customer belongs to, the code line is empty for a moment and Copy message waits.

The name in the message, in the WordPress steps and in the platform guides follows the same rule as the code line: for a partner's customer it is the partner's name, and if that is not known it says Hjemmesideindsamler (the plugin's name). The same applies when the partner sets up the website for a customer.

Disconnect (Website)

Opens "Disconnect Website Integration?" with "You will no longer receive leads from your website." and "Your existing leads will not be affected." After the confirmation it says "Website integration disconnected". The code stays on the website: it has to be removed by whoever put it there, if it is to go.

Copy (Universal webhook)

The line is the customer's own receiving address for enquiries, and it exists already without anything having to be connected. The button copies the address and confirms with "Address copied". The unfolded line explains the rest: "Paste the address into another system, such as Zapier, Make or a form provider. Anything sent here becomes an enquiry." Above the text it says when the latest enquiry came in. The status reads "Not connected" until the first enquiry has come in that way. For a partner's customer the address is neutral and holds no brand name.

Show QR code, Download as PNG and Copy link (QR code)

Every customer has their own QR code, and there is nothing to connect: the line always shows "Ready". Show QR code or the arrow unfolds the line (Hide folds it away again). At the top it says "Your QR code" with how many times the code has been scanned, and how many enquiries it has brought in the last 30 days. Below that is the text "Put the code on flyers, vehicles or signs. Whoever scans it can write to you, and the message becomes an enquiry like any other." and then the code itself. Below the code is the address it points to, and two buttons: Download as PNG saves the code as an image, and Copy link copies the address and confirms with "The link has been copied".

Whoever scans it lands on a simple page with the customer's company name and the fields name, phone, email and message. At least phone or email must be filled in. The page is in the language the customer's AI assistant uses with leads, and it never shows the platform's name. For a partner's customer the code points to Konverto's own domain, and the page carries Konverto's logo and colour. If Konverto does not have a verified domain yet, the line shows "Not ready yet. Contact us to get the code.", and no code is shown.

Webhook URL and Key (Google Ads lead forms)

The line Google Ads lead forms has not been opened for customers yet: it is only shown for the platform's own admin login and carries the Admin label. It holds two values, because Google requires two: a Webhook URL and a Key, each with its own Copy button, and they unfold with the arrow. At the top it says when the latest enquiry and the latest test came in. They are pasted into the Webhook URL and Key fields on the lead form in Google Ads. The instructions for that are in small print below the fields. Pressing the form's "Send test data" button is accepted without creating an enquiry, and the line changes to Connected.

What the customer sees afterwards

Once the email account is connected, the platform fetches new mail in the inbox itself, and your AI assistant can reply to leads from the customer's own address. If the email is disconnected, no emails are sent, and your AI assistant carries on by SMS. Whether emails may be sent is also up to the customer himself, with Send emails on the Channels card at the bottom of the Goal and booking tab.

If the calendar is connected and a calendar chosen, the busy times there count when your AI assistant suggests times to a lead. Nothing is ever written in the customer's own calendar from this page, and if the calendar is disconnected again, the busy times the platform had added are removed.

The website only changes to Connected when the first genuine enquiry has landed through the code. Until then it says "Awaiting verification", also when the code is sitting correctly. New enquiries from Facebook, the website and the universal address turn up under Conversations.

Typical questions from the customer

"What happens when someone scans my QR code?"

The person fills in their name, phone or email and a message, and it becomes an enquiry exactly like one from the website's contact form: it appears under Conversations, your AI assistant writes to the person, and it is counted and costs the same as other enquiries. If the customer's system is paused, the page cannot take enquiries and says so itself.

"Can I have both Gmail and my one.com email connected?"

No. There can be one email account at a time, and it is used to send to every enquiry. If it needs changing, the customer presses Disconnect on the current one and then connects the new one.

"It says my connection has expired. What do I do?"

Press Reconnect on the email line and go through the login at the provider again. It typically happens because the customer has changed their password or has removed the access at Google or Microsoft. Until it is done, no emails can be sent to leads.

"Do you read my other emails?"

The access is used for the conversations the platform runs itself. The customer picks the permissions themselves on Google's or Microsoft's own consent screen, and the access can be withdrawn in both places and with Disconnect here on the page.

"Do you write in my calendar?"

The calendar connection here never writes. It only reads the busy times in the calendars the customer ticks, and uses them to avoid booking on top. It says so in the box where the customer picks a calendar: "We read the busy times in the calendars you tick, so your AI assistant never books on top of them. We never write to them."

An important caveat, otherwise the answer is wrong: events CAN turn up in the customer's calendar, but they do not come from here. They come from the field "Sync with your calendar" in the booking setup under Goal and booking, where the customer types in the email addresses that should get the day's bookings (for inspections, the day's route). If the customer wants them gone, it is that list that has to be cleared, not the calendar connection here.

"I have put the code on my website, but it still says Awaiting verification"

That is expected until the first real enquiry comes in through the form. Ask the customer to send a test enquiry through their own contact form. If still nothing arrives, the code is not in the head section on the pages where the form is.

"My web designer has to do it. What do I send him?"

Pick Connect on Website, then Send to my web designer, and press Copy message. The message holds the code line, the customer ID and an explanation, and it can be sent by email or SMS. Press Sent afterwards, and the line says "Awaiting verification".

"I pressed Close, and it still says Not connected"

That is right: Close changes nothing. The line changes to "Awaiting verification" when the customer presses Sent or Done, and to Connected when the first enquiry has come in through the code. If the code is already on the website, the enquiries come in anyway.

"It says Used by the Social media agent (or the Booking agent), which is not part of your package. What does that mean?"

That the customer's package does not have the agent that uses the connection: the Social media agent on Instagram, the Booking agent on Website, Universal webhook, TikTok and Google Ads lead forms. It can still be connected, and nothing breaks, but none of the customer's agents does anything with it. If it is to be used, the agency adds the agent with Change agents in the partner portal, and then the line disappears.

"Can the customer connect Facebook without the Booking agent?"

Yes. Every package can connect Facebook. Without the Booking agent the row is called Facebook ads, and the connection gives the AI assistant insight into the customer's active ads. AI replies on Messenger still need the Social media agent.

"Why can't my team member see email and Facebook under Integrations?"

Those connections belong to the business and the owner. A team member account only sees their own calendar on the tab, so they can connect it and have their busy times and appointments included.

Limitations and errors

A few test accounts see an extra line, "Product catalog". It is not open to customers yet, so ordinary customers do not see it.

Only one email account at a time, and only Google, Microsoft, one.com and Simply can be picked. Other providers give "We could not recognize your email provider", and then the customer needs help through support.

If the customer disconnects an integration, the box states that the automation is switched off. If the disconnection itself goes wrong, it says "Could not disconnect ..." and the line stays as connected: the screen follows the database and does not lie about something being disconnected.

Error messages on calendar login: "You cancelled the connection at Google", "Tick calendar access at Google, otherwise we cannot read it", "The connection timed out. Try again", "This calendar provider is not set up yet" and "We found no calendars on the account". All five mean that nothing has been saved, and that the customer can start over with Connect.

The page cannot remove the code from the customer's website, and it cannot change calendar without disconnecting first. There is no test button for the email account once it is connected: the connection is tested at the moment of connecting.

CRM integration shows HubSpot, Pipedrive and Salesforce for customers who do not belong to an agency. The customer clicks Connect and approves the access at the provider. New leads, messages, calls and meetings are then sent to the customer's CRM. With Salesforce, an administrator first installs our app using the link in the row, and Salesforce shows a warning that the app is not from AppExchange. The customer's Salesforce needs API access, which does not come with every edition. An agency's customers do not see the section, because the providers' approval screens show the name of our app.

Boards and spreadsheets shows Airtable and monday.com for the same customers. The customer clicks Connect, approves the access and chooses where new inquiries should land. Until that choice is saved, the row stays open by itself with the choice showing. Customer service (Dixa, Intercom and Zendesk) shows the account and "Connected since" with the date when unfolded, and the text "Every new enquiry becomes a ticket in" the provider, "and the conversation follows along as notes". We create any missing columns ourselves, and nothing in the customer's system is deleted or renamed.

Two sections exist in the code but have not been opened for customers yet and are only shown for the platform's own admin login: Google Ads lead forms and Customer service. The WhatsApp line is only shown for admin and a few pilot customers until the connection has been opened for customers. The same goes for the Instagram login, which is the only way to connect Instagram: until it opens, a customer cannot connect Instagram (the Facebook page does not give Instagram). A few selected customers can see the CRM section or the Instagram line, because they are in a pilot. A customer who asks about them should be told that they are not open yet, not that they are missing.

No connection is refused because of the package (26/10-2026): the package never decides whether an integration can be connected. Only the AI functions follow the package: if a customer without the Social media agent connects Instagram, Facebook or WhatsApp, AI replies to the messages are not switched on, and a message from a new person does not become a lead (it only sits in the inbox under Social media). We could not check your package right now. Try again in a moment. after the Instagram login means the package could not be looked up, so nothing has been connected. Try again in a moment.