Conversational Connect (Jumper.ai): Onboarding guide

Purpose

To provide a step-by-step process for onboarding and launching Conversational Connect (Jumper.ai) for customer engagement across messaging channels.

Prerequisites

Before beginning the setup process, ensure the following are in place:

• Active Vonage Customer Dashboard account.
• Approved and Active messaging assets in Vonage Customer Dashboard:
  • WhatsApp Business Account (WABA)
  • RCS Agent
  • SMS-enabled number
• Active Conversational Connect account.

Step-by-Step Setup Guide

Step 1: Invite Team Members

• Objective: Provide workspace access to relevant users.
• Action: Add collaborators and assign appropriate roles (Admin, Agent, Others).
• Outcome: Your team can access the platform to manage campaigns, bots, and conversations.
• 🔗 View Documentation

Step 2: Connect Channels

• Objective: Enable messaging channels for communication.
• Action: Add and configure required channels (WhatsApp, SMS, RCS).
• Outcome: Incoming and outgoing messaging is successfully enabled for your account.
• 🔗 View Documentation

Step 3: Create WhatsApp Templates (If Applicable)

• Objective: Enable outbound WhatsApp messaging.
• Action: Draft and submit message templates to Meta for approval.
• Outcome: Approved templates are ready for use in broadcasts and bot-triggered messages.
• 🔗 View Documentation

Step 4: Set up Opt-In / Opt-Out Compliance

• Objective: Ensure customer consent and regulatory compliance.
• Action: Configure specific opt-in and opt-out rules for customer messaging.
• Outcome: All messaging activity complies with consent, privacy, and regional regulations.
• 🔗 View Documentation

Step 5: Import Customers

• Objective: Make customer data available for engagement.
• Action: Upload contact lists and map customer attributes.
• Outcome: Customer profiles are populated and ready for broadcasts and bot interactions.
• 🔗 View Documentation

Step 6: Send Broadcast

• Objective: Engage customers at scale.
• Action: Create, schedule, and launch a broadcast message to a target list.
• Outcome: Messages are delivered for announcements, alerts, product updates, or promotions.
• 🔗 View Documentation

Step 7: Build a Bot (Use-Case Driven)

• Objective: Automate conversations and customer journeys.
• Action: Design and deploy bots using the Bot Builder based on your specific use case.
• Outcome: Automated agents handle FAQs, workflows, and complex customer journeys.
• 🔗 View Documentation

Step 8: Use Unified Inbox

• Objective: Centralize, streamline, and humanize customer conversations across all messaging channels
• Action: Monitor and respond to inbound messages via the Unified Inbox.
• Outcome: Centralized management of all conversations across every connected channel.

Step 9: Configure Account Settings

• Objective: Finalize operational configurations and account-level settings.
• Action: Set up your Business Profile, define Live Chat rules (Office Hours, Away Messages, Shortcuts), and configure password policies and data privacy settings.
• Outcome: Your workspace is fully operational, branded, and compliant with security and data standards.
• 🔗 View Documentation

Step 10: View Analytics

• Objective: Track performance and gain actionable insights.
• Action: Access dashboards to monitor Store, Broadcast, and Customer analytics.
• Outcome: Data-driven decisions to optimize campaigns, engagement, and sales strategies.

 Tips for a Smooth Launch

Critical Check: Ensure your Vonage Customer Dashboard account is fully active with WABA, RCS Agent, and SMS number configured before starting with Conversational Connect setup.

• Test Connectivity: Confirm all channels are connected and send a test message before importing your full customer list.
• Template Strategy: Verify WhatsApp templates are approved early to avoid delays in your first outbound campaign.
• Compliance First: Establish clear opt-in and opt-out policies before sending any mass communication.