Documentation Index

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Learn Kommo faster with live webinars and workshops

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What you’ll need

  • An active Kommo account on any plan or a 14-day free trial

Keep in mind

  • These sessions are not intended for Kommo partners or clients working with a Kommo partner.

  • The webinar and workshops are only available in Brazilian Portuguese.

  • All workshop times are shown in Brazília timezone (BRT).

Get more confident with Kommo through live sessions led by our specialists. Whether you’re opening Kommo for the first time or setting up a specific feature, you’ll see how it works in practice and learn how to apply it to your business.

Instead of figuring everything out on your own, you can get practical guidance, avoid common setup mistakes, and leave with clear next steps for your account.

Each session takes place on Zoom and ends with a live Q&A, so you can ask questions about the topic. After the presentation, you can request the recording and review the session again. You can also attend any webinar or workshop more than once.

Choose the right live session

Session

What it helps you achieve

Kommo overview webinar

Understand how Kommo works and identify the best features for your business

Connect WhatsApp Business to Kommo

Bring WhatsApp conversations into your CRM and manage them more efficiently

Set up pipelines and triggers

Build a clear sales process and automate repetitive work

Set up and train an AI agent

Use AI to reply faster, qualify leads, and support customers automatically

Kommo overview webinar

The Kommo overview webinar is the best place to start if you’re new to the platform and want to understand how its main features work together.

You’ll see how Kommo can help you:

  • Keep leads and customer conversations organized

  • Manage messages from different channels in one place

  • Build a clear sales process for your team

  • Automate follow-ups and repetitive tasks

  • Use Kommo AI to work faster

  • Track opportunities and move more deals forward

By the end of the session, you’ll have a clearer idea of which features to set up first and how Kommo can support your daily sales work.

Book your spot in the Kommo overview webinar

Note: This webinar is best suited for general questions from users who are new to Kommo. For detailed guidance about WhatsApp Business, pipelines, triggers, or the AI agent, book the relevant workshop. For account-specific troubleshooting, contact Support.

Join a Kommo workshop

Kommo workshops are practical, topic-focused sessions for users who want to move from learning about a feature to using it in their own workflow.

During each workshop, a Kommo specialist demonstrates the feature, explains important setup decisions, shares practical recommendations, and answers questions from participants.

Each workshop is offered at three different times, so you can choose the session that works best for you.

Connect WhatsApp Business to Kommo

Turn WhatsApp conversations into organized sales opportunities by connecting WhatsApp Business to Kommo.

This workshop helps you understand the connection process, Meta requirements, and messaging rules before you start. You’ll be better prepared to avoid setup delays and manage customer conversations from one CRM.

During the workshop, you’ll learn:

  • How the official WhatsApp Business integration works

  • The difference between the WhatsApp Business Platform and personal WhatsApp

  • How to connect WhatsApp Business to Kommo

  • How to create and manage WhatsApp message templates

  • When approved message templates are required

  • How the 24-hour customer service window affects conversations

  • How to continue a conversation after the 24-hour window closes

After the session, you’ll understand what your business needs to start using WhatsApp in Kommo and how to keep conversations moving without losing customer context.

Available times: 9:00 AM, 12:00 PM, and 3:00 PM

Book the WhatsApp Business workshop

Set up pipelines and triggers

Create a sales process your team can follow and automate the routine actions that slow them down.

This workshop shows you how to turn your real sales workflow into a clear Kommo pipeline. You’ll learn how to keep leads organized, make next steps visible, and use triggers to reduce manual work.

During the workshop, you’ll learn how to:

  • Customize your pipeline around your sales process

  • Organize the lead card around the information your team needs

  • Add triggers to pipeline stages

  • Define trigger conditions and execution rules

  • Automate routine actions as leads move forward

  • Reduce missed follow-ups and repetitive work

After the session, you’ll be better prepared to build a workflow that keeps your team aligned and helps leads move through the sales process consistently.

Available times: 10:00 AM, 1:00 PM, and 4:00 PM

Book the pipelines and triggers workshop

Set up and train an AI agent

Learn how to build an AI agent that can support customers and handle incoming conversations using your business information.

This workshop helps you move beyond a basic AI setup. You’ll learn how to give the agent the right knowledge, instructions, and tone so it can provide useful answers, qualify leads, and support your team when they’re unavailable.

During the workshop, you’ll learn:

  • What you need before creating an AI agent

  • How to create and configure the agent

  • How to add Sources about your products, services, policies, and frequently asked questions

  • How to define the agent’s role, tone of voice, and reply style using Persona settings

  • How to use Actions to control when the agent responds and what it does

  • How the agent can answer common questions and qualify leads

  • How to test the agent before using it in real conversations

  • How AI agent credits work

  • How different businesses can use AI agents

After the session, you’ll have a clearer plan for creating an agent that matches your business and helps reduce the number of conversations your team needs to handle manually.

Available times: 11:00 AM, 2:00 PM, and 5:00 PM

Book the AI agent workshop

Workshop schedule

All workshop times are shown in Brazília timezone (BRT).

Time

Workshop

9h

Connect WhatsApp Business to Kommo

10h

Triggers for leads and pipelines

11h

AI agent training and setup

12h

Connect WhatsApp Business to Kommo

13h

Triggers for leads and pipelines

14h

AI agent training and setup

15h

Connect WhatsApp Business to Kommo

16h

Triggers for leads and pipelines

17h

AI agent training and setup

Choose the sessions that match your current goals and book the times that suit you. Bring your questions so you can get practical answers during the Q&A at the end of each session.

Get more help

For additional help with setup or troubleshooting, contact our Support team through the support chat or WhatsApp.

For personalized account configuration, team training, or sales process optimization, you can also hire a certified Kommo partner.

Not using Kommo yet? Start a 14-day free trial or book a free live demo to see how Kommo can support your sales process.