01
NEW ACCOUNTStart and launch NevoDesk
From account creation through Business Discovery, provider setup, validation, and launch.
How can we help you run NevoDesk?
Learn every part of Nevo and NevoDesk—from signup and setup to PBX routing, scheduling, payments, collections, integrations, security, and launch.
Popular:
40authoritative guides
10product areas
One sourcepublic guide + NevoGuide
August 14, 2026last reviewed
EXPLORE BY PRODUCT AREA
Everything NevoDesk can help you do.
Each section explains the customer experience, business configuration, system rules, provider dependencies, and recovery paths.
GUIDED LEARNING PATHS
Follow one job from beginning to end.
Use a path when you want the complete setup sequence instead of one isolated answer.
02
PHONE & PBXBuild the complete call journey
Connect the phone path, create destinations, route callers, transfer safely, and recover every no-answer state.
03
SCHEDULINGConfigure conflict-safe booking
Define services, professionals, calendars, availability, holds, confirmations, and recovery.
04
MONEYSet up payments and billing
Understand Stripe connections, direct charges, deposits, collections, fees, disputes, and the NevoDesk subscription.
GUIDE LIBRARY
All NevoDesk guides
40 guides found
NevoDesk basics
Welcome to NevoDesk
Learn how NevoDesk turns customer conversations into verified business outcomes while keeping people in control.
NevoDesk basicsNevo, NevoDesk and NevoGuide
Understand the role of the customer-facing AI agent, the operating workspace, and the account guidance assistant.
NevoDesk basicsPlans, introductory offer, included usage and overages
Compare NevoAnswer, Starter, Professional, and Growth, understand the 50% first-month offer, and see how additional usage is billed.
Sign up and setupCreate an account and sign in
Create the first workspace owner, accept the required terms, verify identity, and safely return to setup.
Sign up and setupComplete onboarding
Move from Business Discovery through phone, routing, services, calendars, payments, voice, validation, and launch.
Sign up and setupBusiness Discovery and primary outcomes
Teach Nevo what the business does, choose one primary result, and add supporting capabilities without creating conflicting workflows.
Phone, PBX and routingSet up the Nevo phone path
Choose or connect the number customers call, define coverage, and understand what must be active before live calling.
Phone, PBX and routingSIP portability and call forwarding
Keep an existing business number by using a supported SIP porting or forwarding path without confusing number ownership.
Phone, PBX and routingPBX departments and destinations
Create departments, then give every department at least one real destination before assigning caller routes.
Phone, PBX and routingCaller scenarios, menu navigation and fallbacks
Describe how callers ask for help, map each scenario to a department, and set a separate no-answer fallback.
Phone, PBX and routingLive transfers, ring groups, queues and voicemail
Choose the right human handoff model and understand the provider events required for pickup, no-answer, and queue progression.
Phone, PBX and routingCall handling, after-hours rules and emergency guidance
Control how Nevo answers, clarifies, transfers, and recovers during business hours, after hours, and urgent situations.
Nevo and customer conversationsSpam protection, VIP callers and call screening
Screen uncertain calls naturally, protect real customers, and apply Off, Standard, or Strict policies with trusted-caller bypass.
Nevo and customer conversationsNevo voice, greetings and disclosures
Choose a voice and tone, write the welcome message, add pronunciation guidance, and configure required AI or recording disclosures.
Nevo and customer conversationsHow Nevo makes decisions
See how approved knowledge, business rules, live provider data, confidence, and safe handoffs work together.
Nevo and customer conversationsCustomers, the shared inbox and communication channels
Keep voice, SMS and supported messaging history connected to one customer record with consent-aware follow-up.
Services and schedulingServices, prices and professional capabilities
Define what customers can book, how long it takes, what it costs, and which active professionals can perform it.
Services and schedulingProfessionals, working hours and calendar structure
Choose a shared team calendar or independent professional calendars and maintain each person's eligibility and availability.
Services and schedulingAppointment availability and conflict rules
Understand how Nevo calculates server-side availability across business, location, professional, service, external events, and holds.
Services and schedulingBooking holds, confirmations, reminders and rescheduling
Prevent simultaneous double booking with expiring holds and confirm appointments only after required customer or payment steps succeed.
Services and schedulingWaitlists, campaigns, follow-up and reviews
Fill openings, re-engage customers, request reviews, and keep automated outreach consent-aware and traceable.
Business operationsJobs, dispatch and mobile professionals
Capture dispatch-ready work, assign the right professional, confirm acceptance, and preserve every exception.
Business operationsLeads, orders, reservations and support cases
Configure the non-appointment outcomes Nevo can create without mixing distinct business results.
Business operationsDaily workflows and automation
Coordinate calls, messages, appointments, jobs, payments, follow-up, and human work as one accountable journey.
Payments, collections and billingConnect Stripe and receive customer payments
Connect the business Stripe account, use direct charges, and understand how funds and the NevoDesk application fee move.
Payments, collections and billingDeposits, invoices, payment links and collections
Collect required amounts securely, confirm outcomes from provider evidence, and follow up on unpaid balances without storing card data.
Payments, collections and billingRefunds, disputes, chargebacks and fraud
Keep money movement provider-authoritative and understand the business's responsibility for disputes and fraudulent transactions.
Payments, collections and billingSubscriptions, upgrades, downgrades and cancellation
Understand monthly and annual plans, the introductory discount, prorated plan changes, grace periods, cancellation, and feature limits.
Payments, collections and billingBilling, usage meters and NevoDesk invoices
Review plan allowances, projected overage, add-ons, renewal, payment status, and downloadable subscription invoices.
Integrations and providersIntegrations and connection states
Connect providers with explicit permissions, location scope, health checks, recovery actions, and authoritative status.
Integrations and providersGoogle and Outlook calendar connections
Connect calendar providers, choose shared or individual ownership, and keep external busy events inside scheduling conflict checks.
Team and administrationTeam roles, invitations and location access
Invite teammates, assign owner, manager, or staff capabilities, and enforce location boundaries on the server.
Team and administrationAccount settings and business rules
Know where to manage business, appointments, PBX, communication, payments, team, integrations, notifications, billing, security, and developer controls.
Team and administrationDashboard, insights and audit history
See what happened, what needs attention, and how each operational or revenue-influenced result is supported.
Team and administrationAutomation exceptions and recovery
Keep failed, conflicting, overdue, or provider-blocked work visible until a person or verified retry resolves it.
Team and administrationPrivacy, security and data handling
Understand role-based access, provider-hosted sensitive data, consent, recordings, AI use, and account responsibilities.
Testing and supportValidate setup and go live
Run a current configuration test, prove provider readiness, resolve blocking issues, and launch with a safe recovery path.
Testing and supportTroubleshoot common problems
Resolve sign-in, onboarding, routing, calendar, payment, provider, and page-state issues using the authoritative failure message.
Testing and supportAuthoritative states and product boundaries
Know which system proves each result and how NevoDesk distinguishes configured, pending, active, failed, and verified states.
Testing and supportNevoDesk glossary
Definitions for the most important NevoDesk, Nevo, scheduling, PBX, payment, and provider terms.
STILL NEED A PERSON?
Contact NevoDesk support →Bring the exact problem. We’ll help you find the next safe step.
Include the affected page, time, workspace, and safe reference ID. Never send passwords, tokens, card data, or provider secrets.