IVERNEXT support
The right answer, without the detour.
Answers and practical steps for your account, customers, channels, Sira and business.
01
Getting started
02
Account and team
Create your account and confirm your emailWhat you need, the six-digit code, and what to do if the email does not arrive.5 min readRegain access to your accountReset a forgotten password and understand sign-in problems.4 min readSign in with Google or AppleChoose the correct account, complete initial setup and avoid duplicate workspaces.4 min readInvite your team and manage accessInvitations, available seats, roles, visibility to Sira and disabling a member.6 min readDelete a workspace and its dataPrepare an irreversible deletion, stop renewal and handle an unclear result.5 min read
03
Subscription and billing
Understand the trial and choose a planTrial duration, ending without an automatic charge and differences between plans.5 min readRead your quotas and usageCustomer replies, Sira exchanges, documents, channels and seats have separate limits.5 min readPay for and activate a subscriptionChoose a plan, review the summary, pay through Mollie and recognize confirmation.5 min readComplete your billing profileName, address, invoice email and a company or VAT number where applicable.5 min readFind your subscription invoicesDownload the PDF, check delivery and understand preparation and Peppol statuses.5 min readCancel renewal or change your planStop future renewals, keep the paid period and schedule a plan change.6 min read
04
Channels and conversations
Connect and manage your channelsChoose the right connection flow, understand limits and know what removing a channel does.6 min readInstall and verify your website widgetActivate the Sira widget, publish its code and understand installation diagnostics.6 min readHandle a conversation and take overUse views, assign a conversation, reply or take over from Sira.7 min readLink a contact and assign a conversationRead customer context and make responsibility for each request clear.5 min readConnect WhatsApp using a QR codePair the phone and understand connection states.5 min readConnect Messenger and check InstagramAuthorize the right Facebook page and understand Coming soon.5 min readConnect an email inbox and handle draftsGmail, Outlook, filtered messages and replies to review before sending.6 min read
05
Sira and knowledge
Use Sira and confirm actionsDistinguish the internal assistant from customer replies and review actions before execution.7 min readBuild Sira’s public FAQImport customer-facing information and check that Sira can use it.6 min readSaved replies, macros and automationsPrepare replies, run grouped actions and configure rules in the full inbox.8 min readUse your internal Sira on TelegramLink your personal account, review actions and revoke access.5 min readUse private documents with SiraImport a confidential PDF with the right scope and check its analysis.6 min read
06
Customers and operations
Manage CRM customer recordsCreate a reliable record and find its activity.5 min readSet up your product or service cataloguePrices, variants, stock and duration: enter what fits your activity.5 min readTrack stock movementsRecord actual incoming and outgoing quantities and read their history.5 min readPrepare and receive a purchase orderConnect suppliers, warehouses, orders and receipts.5 min readFrom quote to customer invoicePrepare a sales document and track payments in the CRM.6 min readImport your data and documentsUpload, analyse, review and confirm a data import.7 min readTrack a business record and its tasksOwner, due date, stages and history in the right workspace.5 min read
07
Scheduling and meetings
08
Industry guides
Use the right traceability for your retail sectorDevices, batches, variants and B2B prices require different tracking.6 min readRun your restaurant floor and ordersTables, reservations, waitlist and order preparation.5 min readTrack a vehicle and workshop orderDiagnosis, authorization, parts, checks and handover.5 min readPrepare and track a transport missionAssign resources, track stages and preserve evidence.5 min readManage projects, time and capacityTurn a brief into tracked tasks and control workload.5 min readManage cohorts and participantsEnrolment, payer, sessions, attendance and progress.5 min readUse the school office and teacher workspaceClasses, students, lessons, attendance, grades and fees with the right permissions.8 min readQualify and review an accounting fileAssignment, document collection and human file review.6 min readPrepare a request in the Finance workspaceQualify an administrative request, collect documents and organize review.6 min readTrack properties, prospects and viewingsConnect owners, mandates, search criteria and viewings.5 min readTrack insurance policies and claimsCoverage, documents and deadlines with human decisions.6 min readOrganize legal enquiries and mattersQualify an enquiry, link documents and track deadlines.5 min readTrack patients and support plansDistinguish beneficiary and payer, then organize private follow-up.5 min readSet up salon services and client plansDuration, package, practitioner and next review.5 min readBuilding & Construction: getting startedChoose your trade, set up VAT and insurance, and prepare your services and visits.6 min readJobs, deposits and progress invoicesTrack the value of the works, progress and retention, then invoice each step of the billing schedule.5 min readVAT on building work by countryThe rates offered in Belgium, France, Luxembourg and West Africa, reverse charge and the small business exemption.6 min read
09
Reporting and security
What’s new in IVERNEXTRecent improvements to registration, invoices and finding help.3 min readProtect accounts and accessIndividual accounts, suitable roles, private codes and safe information to share with support.4 min readRead conversation metricsChoose the period and scope, then distinguish messaging activity from financial results.6 min readSira alerts and work needing attentionUnderstand the bell, handovers and browser permissions.5 min readTrack expenses and read business reportsRecord expenses and understand the displayed indicators.5 min read
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