Everything you need to deploy, configure and run Convrly. New here? Start with the quick start, then set up your channels.
Convrly is a self-hosted platform that combines CRM, WhatsApp messaging, marketing automation and AI voice calling in a single system. You install it on your own server (or let us host it on the Managed plan) and own the license outright — there is no recurring subscription for the software itself.
Three plans, one product. Managed (hosted by us), Self-Hosted (installed on your server) and White-Label (rebrand and resell) all run the same platform. This documentation applies to all three; hosting-specific steps are marked.
The fastest path from zero to a working instance:
On the Managed plan, steps 1–3 are done for you. You start at connecting channels.
| Component | Minimum |
|---|---|
| Server | Linux shared hosting or VPS (Hostinger, cPanel or similar) |
| PHP | 8.0 or higher |
| Database | MySQL 5.7+ / MariaDB 10.3+ |
| Cron | Access to scheduled tasks (for drip queues & reminders) |
| SSL | HTTPS certificate on your domain |
Upload the Convrly package to your web root and create a database. Then point your browser at the installer and provide your database details:
# 1. Upload files to your web root (e.g. public_html)
# 2. Create a MySQL database and user
# 3. Visit https://yourdomain.com/install
# and enter your database credentialsThe installer creates the schema and a first admin account. For a manual setup, copy the sample config and fill in your values:
cp config.sample.php config.php
# then edit config.php:
define('DB_HOST', 'localhost');
define('DB_NAME', 'convrly');
define('DB_USER', 'your_user');
define('DB_PASS', 'your_password');
define('APP_URL', 'https://yourdomain.com');Keep config.php private. It holds your database and API credentials. Ensure it is not publicly readable and never commit it to a public repository.
After install, set the essentials in Settings:
Add the queue worker to cron (every minute is typical):
* * * * * php /home/youruser/public_html/cron/queue.php >/dev/null 2>&1Convrly uses the official WhatsApp Business API. During onboarding you connect a number and, once approved, you can run a shared team inbox and send template broadcasts.
Message and conversation fees are billed by Meta directly, based on your usage. Convrly does not add a per-message charge.
The email sender uses your own domain for strong deliverability. Set up DKIM by adding the provided CNAME records to your DNS:
In Cloudflare, set the DKIM CNAME records to DNS-only (grey cloud), not proxied — proxying breaks verification.
Once DNS verifies, drip queues send at a steady, paced rate managed by cron, and you can track opens, clicks and conversions per campaign.
The AI voice agent handles confirmation, reminder and qualification calls. Configure the calling flows, connect your voice/telephony provider, and set when calls run.
Calling minutes are billed by your voice provider based on usage.
Build drip sequences and broadcasts once, then trigger them from lead events and tags. Combine WhatsApp and email steps in a single flow, and use AI reply suggestions (off by default, kill-switched) to draft on-brand responses your team approves.
On the White-Label plan you can rebrand the entire platform:
Yes — the Self-Hosted and White-Label licenses are paid once. Ongoing costs are usage-based fees you pay providers directly (WhatsApp/Meta, AI-calling minutes, hosting, payment gateway).
Yes. Your data and configuration can be migrated to your own server. Talk to support to plan the move.
Yes — Convrly is built to run on standard Linux shared hosting with PHP and MySQL, as well as on a VPS.
Email hello@convrly.com or message @the_cyberhost. Managed and White-Label plans include priority support.
Book a demo and we'll walk you through installation and setup for your environment.