Everything you need to deploy, configure and run Convrly — on our cloud or your own server. New here? Start with quick start, then set up your channels.
Convrly is an AI-powered customer engagement platform that combines CRM, WhatsApp messaging, AI voice calling, email marketing and automation in one system. Sales, marketing and support teams use it to capture leads, automate conversations and convert faster.
Two ways to run it. Convrly Cloud is a hosted monthly plan — nothing to install. Self-Hosted and White-Label are one-time purchases you run on your own server. This documentation covers all three; steps that only apply to self-hosted are marked.
| Cloud | Self-Hosted / White-Label | |
|---|---|---|
| Hosting | Managed by us | Your own server |
| Setup | Minutes | Guided install |
| Billing | Monthly plan | One-time purchase |
| Data | Our secure cloud | Fully yours |
| Seats | Unlimited | Unlimited |
On Cloud: sign in, connect your channels and start capturing leads — steps 1–3 below are handled for you. Self-hosted:
| 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 | Scheduled tasks (drip queues & reminders) |
| SSL | HTTPS certificate on your domain |
Upload the Convrly package to your web root and create a database, then run the installer:
# 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 credentialsFor 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 (or on first Cloud login), set the essentials in Settings:
Self-hosted queue worker (every minute is typical):
* * * * * php /home/youruser/public_html/cron/queue.php >/dev/null 2>&1Convrly uses the official WhatsApp Business API. Connect a number and, once approved, 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 engine uses your own domain for strong deliverability. Add the provided CNAME records to your DNS to set up DKIM:
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, and you can track opens, clicks and conversions per campaign.
The AI voice agent handles confirmation, reminder and qualification calls. Configure the flows, connect your voice provider and set when calls run.
Calling minutes are billed by your voice provider based on usage.
Build drip sequences, broadcasts and trigger-based workflows once, then let lead events and tags fire them automatically. Combine WhatsApp, email and internal alerts 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:
Both. Convrly Cloud is a hosted monthly plan; Self-Hosted and White-Label are one-time purchases you run on your own server. Same platform, your choice of model.
Yes. Your data and configuration can be migrated to your own server. Talk to support to plan the move.
Yes — Convrly runs on standard Linux shared hosting with PHP and MySQL, as well as on a VPS.
Email hello@convrly.com or message @the_cyberhost. Scale, Self-Hosted and White-Label include priority support.
Book a demo and we'll help you choose between cloud and self-hosted, and walk you through setup.