Launch Checklist

Edit the Auto-Generated Workflow for Signup Forms in Chatavise
When you create a signup form in Chatavise—such as a website pop-up or embedded form—Chatavise automatically creates a starter workflow for you. This workfl...
Fri, 12 Dec, 2025 at 3:30 PM
Get Started: Installing Chatavise Lead Forms on Your Website
Chatavise lead forms help you collect contact information, grow SMS subscribers, and trigger automated follow-ups — whether you embed the form directly on y...
Fri, 12 Dec, 2025 at 3:42 PM
Connect Your Business Platform to Chatavise
Connecting your business platform is one of the most important steps in the Chatavise launch process. This step allows Chatavise to integrate directly with ...
Fri, 12 Dec, 2025 at 5:07 PM
Customize Your Review Invite Workflow
After completing the core setup and connecting your business platform, the next step in the Review Suite setup is customizing your review invite workflow. T...
Fri, 12 Dec, 2025 at 5:16 PM
Automate Surveys by Attaching Them to Workflows
The final step in setting up the Survey Suite is automating your surveys by attaching them to an existing workflow. While surveys are powerful on their own,...
Fri, 12 Dec, 2025 at 5:27 PM