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The complete starter guide

How to Use Grivo: The All-in-One Growth Platform for SaaS Founders

A friendly walkthrough of setting up Grivo end to end. Send your first email campaign, publish a newsletter, embed the AI chat support agent on your site, and grow your contact list. About 10 minutes from zero to live.

April 15, 2026
10 min read
TutorialAI Support AgentAI Chat AgentEmail CampaignsEmail Automation
ABSend

What is Grivo?

Grivo is an AI support agent for your website with live chat, lead capture and email automation built in. You train an AI chat agent on your website, paste a script tag, and start answering visitors in seconds. When the chat captures a lead, you can follow up with beautiful email campaigns from the same dashboard.

AI chat agent
Trained on your website, PDFs and FAQs. Answers 24/7.
Live chat inbox
Take over conversations whenever a human touch is needed.
Email campaigns
Send newsletters, updates and promos in a few clicks.
Email automation
Welcome flows, follow-ups and re-engagement on autopilot.
Key stat

Email continues to deliver one of the highest returns of any marketing channel. Industry research consistently puts the average ROI in the range of $36 to $42 for every $1 spent.

Source: Litmus, “The ROI of Email Marketing”

1

Create your account

  1. Head to grivo.io.
  2. Click Get your inbox.
  3. Sign in with Google for the fastest path, or use email.
  4. You are in. No credit card needed.

Tip: Use your business email when signing up. It feels more professional when subscribers see your email campaigns later.

2

Train your AI chat agent

This is the heart of Grivo. Point the AI support agent at your content and it learns your product, pricing and tone in a couple of minutes.

WebsitePDFPDF DocsAI Chat AgentPricing?From $19/moFree trial?Yes, 14 days!

Pick your training source

  • Website URL (recommended). Drop your homepage and Grivo crawls every linked page.
  • PDFs. Great for help docs, manuals and product sheets.
  • Plain text. Paste FAQs or anything not on your site.

Set it up in 60 seconds

  1. Open Chatbots in the sidebar.
  2. Click Create Chatbot.
  3. Paste your URL, give it a name, click Create.
  4. Wait 1 to 2 minutes while the AI reads everything.

Want the deep dive? Read Create a chatbot.

3

Style your chat widget

Make the widget feel like part of your brand before you embed it.

Brand color
Match the accent to your site palette.
Welcome message
First line visitors see in the bubble.
Avatar
Upload a photo or logo, or keep the bot icon.
Position
Bottom-right or bottom-left.
Lead capture
Ask for name and email, your call.
Persona
Friendly, formal, playful. Your tone.
4

Embed the widget

One script tag. That is the whole job.

<scriptsrc="grivo.io/widget.js"data-id="abc123"></script>Copy snippet
  1. Open the Embed tab on your chatbot.
  2. Copy the snippet.
  3. Paste it before </body> on your site.
  4. Refresh. The chat bubble shows up in the corner.

Quick reference for popular platforms

HTML / static
Paste before </body>.
Next.js / React
Add to root layout or _document.tsx.
WordPress
Appearance → Theme Editor → footer.php.
Shopify
Themes → Edit Code → theme.liquid.
Webflow
Project Settings → Custom Code → Footer.
Wix
Settings → Custom Code → Body (end).

Full guide: Install the Grivo chat widget anywhere.

5

Capture leads automatically

The AI chat agent can quietly ask for a name and email when a visitor seems interested. Those leads flow straight into your contact list, ready for an email campaign or an automated sequence.

When should the bot ask?
  • Before chat starts: highest capture rate, slight friction.
  • After the first reply: best balance, our default.
  • Optional: lowest friction, ideal for high-traffic sites.
6

Manage everything from one inbox

Chat conversations, email replies and new leads show up together. No tab switching, no spreadsheets.

Unified Inbox3 newSarah from AcmeAsked about your Pro plan via chatCHATMike AdamsReplied to October Newsletter campaignEMAILNew lead capturedFrom AI support agent on /pricing pageLEAD

When the AI cannot help, it offers to connect the visitor with you. The thread transfers to your inbox without losing context. Read the handoff guide for details.

7

Connect your sender email

Before sending an email campaign, hook up SMTP so messages arrive from your own address (like hello@yoursite.com).

  1. Open Settings → SMTP Settings.
  2. Click Add New SMTP.
  3. Enter your provider details (Gmail, GoDaddy, Namecheap, anything).
  4. Hit Test Connection and save.
⚠️

Gmail users: generate an App Password under Google Account → Security → 2-Step Verification → App passwords. Use that, not your regular password.

If Test Connection fails, the cause is almost always one of two things: wrong password (App Password missing for Gmail or Outlook with 2FA) or your network blocking SMTP ports 587 and 465. Check your provider's outgoing-mail help page for the exact host, port, and TLS setting before opening a support ticket.

8

Grow your subscriber list

You already capture leads from chat. Top up the list with manual entries or a CSV import.

From the chat widget
Automatic. Every captured email lands in your list.
Manual add
Subscribers → Add Subscriber. Done in 10 seconds.
CSV import
Columns: email, name, company. Upload and map.

CSV details: max file size is 10 MB, expected headers are email, name, company (only email is required), and rows that match an existing contact by email get merged automatically rather than duplicated.

9

Send your first email campaign

The fun part. Reach your audience with something they actually want to read.

  1. Open Campaigns → New Campaign.
  2. Add a subject line under 50 characters and pick your sender.
  3. Choose a list of subscribers.
  4. Drag and drop blocks, or click Generate Email to let AI draft it for you.
  5. Send a test to yourself, then hit Start.

Tip: Always send a test first. Check links, mobile preview, and your sender name. Two minutes saved you from one embarrassing typo.

10

Turn on email automation

Sending one campaign is fine. Email automation is what lets your business grow while you sleep. Build flows that react to what subscribers do.

👋
Welcome series
Greet new signups, then follow up with tips on day 2 and day 7.
🛒
Abandoned interest
Nudge visitors who chatted about pricing but did not sign up.
🎯
Re-engagement
Bring back contacts who have not opened in 60 days.
🤝
Chat-to-email
When the AI chat agent captures a lead, kick off a tailored sequence.

Track what works

Numbers tell you what to do more of. Grivo shows you the ones that matter.

OPEN RATE28.4%↑ 4.2% vs last campaignCLICK RATE6.1%↑ 1.3% vs benchmarkCHATS THIS WEEK182↑ 12 new leadsLast 7 days

Email metrics

  • Open rate: aim for 20 to 30%.
  • Click rate: 2 to 5% is healthy.
  • Delivery rate: keep above 95%.
  • Unsubscribes: monitor week over week.

Chatbot metrics

  • Conversations and messages handled
  • Top questions asked
  • Leads captured
  • Handoff rate to humans

Why 20-30% open rate and not the 15-20% you read elsewhere: Grivo filters out automated bot opens from email security scanners, so the number you see is closer to actual human readers. The downside is your numbers will look a few points lower than tools that count every pixel load - that gap is the bot-open inflation other vendors quietly include.

Why a chat-first onboarding flow beats a 5-tool stack

The conventional SaaS onboarding stack looks like this: Intercom for chat ($74/month minimum), Mailchimp for email ($20-60/month), a CRM ($25/month per seat), Zapier to glue them together ($30/month), and a contact form tool ($15/month). For a five-person team that is roughly $200-450 per month, plus the engineering time to keep five integrations alive.

The collapse-to-one-tool pattern wins for three concrete reasons:

  • One contact record. A visitor who chats today and signs up tomorrow shows up as one row, not four. Nobody has to dedupe.
  • Triggers fire on conversation tags, not webhooks. When the AI chat agent tags a lead as "asked about pricing," the right email sequence starts immediately. There is no Zapier delay and no "why did this person get the wrong sequence" debugging at 11pm.
  • One bill, predictable cost. Pro is $19/month flat. The 5-tool stack is $200+ on day one and grows with every seat.

The trade-off is honest: if you need very specific advanced features from a best-in-class tool (granular CRM pipelines, complex multi-channel attribution), the 5-tool stack still wins. For most early-stage SaaS teams under 20 people, the unified flow ships faster, costs less, and breaks less.

Pro tips that actually move the needle

For your AI support agent
  • Retrain when your website changes.
  • Add FAQ pages for common questions.
  • Read the inbox once a week to spot patterns.
  • Set human handoff for billing and complex topics.
For your email campaigns
  • Subject lines under 50 characters win.
  • One clear call to action per email.
  • Send Tue to Thu, 9 to 11 AM local time.
  • 80% value, 20% promotion.

Frequently asked questions

What is the difference between an email campaign and email automation?

A campaign is a one-time send to a list, like a product update or a newsletter. Automation is a sequence that fires on a trigger - someone signs up, abandons a cart, or chats about pricing - and runs without your involvement. Most teams use both.

Can I pause or edit an automation sequence after it has started?

Yes. Open the automation in Campaigns, hit Pause, and any contact mid-sequence stops at their current step. Edit the next email, hit Resume, and they pick up from where they left off without re-receiving earlier messages.

What happens to bounced emails?

Hard bounces (invalid addresses) get suppressed automatically and stop receiving sends. Soft bounces (full inbox, temporary outage) get retried. Your deliverability dashboard surfaces the bounce rate so you can clean the list before it hurts sender reputation.

Do I need technical skills to use Grivo?

No. The chatbot trains on your website URL, the widget embeds with one script tag, and the email builder is drag-and-drop. The only step that touches anything technical is SMTP setup, and Grivo provides templates for Gmail, GoDaddy, and Namecheap.

Is there a limit on how many contacts I can import?

The free plan supports 100 sent emails per month. Pro at $19/month covers 5,000 sends with the option to add 2,000 more for $5. Contact list size itself is not capped on either plan, so you can import a 50,000-row CSV on day one and grow into the send volume.

Your inbox, ready in 10 minutes

Spin up your AI chat agent, embed the widget, and send your first email campaign. Free plan, no credit card.

Keep reading

Last updated: April 2026