Welcome to Pravision: Getting to Know Your Console

Welcome to Pravision! We’re glad you’re here.

Pravision brings your essential business tools together in one place, helping you manage customer relationships, websites, marketing, finances, and everyday operations without constantly switching between different platforms.

Whether you’re exploring Pravision for the first time or setting up your workspace, this guide will help you get familiar with the Console.

Getting Started with Your Console

Sign in to your account at pravision.ai.

Once you’re signed in, you’ll find your navigation menu on the left side of the Console. Each section is designed to help you manage a different part of your business.

The modules and features available to you may vary depending on your subscription, account configuration, and user permissions.

Explore the Pravision Console

Dashboard

Your Dashboard is your starting point for daily business activities.

Get a quick overview of your calendar, contacts, tasks, support requests, and recent activity, all in one place.

CRM (Customer Relationship Management)

Build and manage stronger customer relationships with tools designed to help you stay organized and connected.

Depending on your available features, you can:

• Manage contacts and business information.

• Import and organize customer records.

• Track leads and follow-up activities.

• Create email templates and manage outreach.

• Connect supported calendar services.

• Explore AI-assisted sales and customer engagement tools.

Sites (SEO & Web)

Manage your website presence and improve your online visibility.

Available tools may include:

• WordPress website connections.

• Website performance insights.

• Search engine optimization (SEO) tools.

• Google Search Console integration.

• Content planning and optimization.

• Local SEO and online reputation insights.

For supported WordPress management features, you can connect your website using the Pravision Connector plugin.

Marketing

Plan, create, and organize your marketing activities from one workspace.

Explore tools for:

• Social media content and campaigns.

• Email marketing and templates.

• AI-assisted content creation.

• Marketing design and promotional materials.

• Search and digital advertising workflows.

Workspace

Keep your daily business operations organized with tools for productivity, financial management, and creative work.

Depending on your account, Workspace may include accounting, expense tracking, document assistance, and AI-powered creative tools.

Builder & Funnels

Create and manage digital experiences that support your business goals.

Use available visual building tools to develop landing pages, websites, and customer conversion funnels.

Billing & Store

Manage business transactions and commerce activities from your Console.

Available features may include invoicing, subscription management, product listings, orders, and storefront operations.

Tasks, Support & Documents

Stay on top of important work and keep essential information organized.

• Tasks: Create and track your to-do lists and business activities.

• Support Tickets: Submit and follow up on support requests.

• Documents: Organize and access supported business documents.

Account Administration

Authorized administrators can manage account settings, team access, and available business configurations.

Administrative features are only accessible to users with the appropriate permissions.

Your First Steps with Pravision

Here are a few ways to begin exploring your workspace.

1. Explore your Dashboard. Familiarize yourself with your calendar, tasks, and recent activities.

2. Set up your contacts. Visit CRM to begin organizing customer and business relationships.

3. Connect your website. If you use WordPress, explore the Sites section to connect your website using the supported integration.

4. Discover your tools. Browse the modules available to your account and explore the features most relevant to your business.

5. Personalize your workflow. Start using tasks, marketing tools, and other available features to support your daily operations.

You don’t need to set up everything at once. Start with the tools that matter most to your business and explore more as you grow.

Need Help?

We’re here to help you make the most of Pravision.

If you have questions about your account, need assistance with a feature, or want guidance getting started, contact our support team.

Email: support@pravision.com

You can also explore the Pravision Help Center for additional guides, tutorials, and frequently asked questions.

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Welcome to a Smarter Way of Working

Pravision is designed to bring your business tools, workflows, and everyday operations together in one connected workspace.

Explore at your own pace, discover what works best for your business, and let Pravision help you stay organized as you grow.

Pravision. Where vision meets its perfect fit.