Documentation

Operational guidance for revenue-aware support, governed automation, integrations, and security.

Foundations

Core principles behind revenue-aware support and governed automation.

What Is Revenue-Aware Support?How VersanaCX WorksUnderstanding the Intelligence LayerConversation Lifecycle Explained

Intelligence

How sentiment, intent, and revenue signals are detected and surfaced.

Intent Detection ExplainedSentiment Analysis & Urgency ScoringPriority Elevation LogicRevenue-at-Risk IndicatorsShopify Order Context Integration

Shadow Mode

How automation readiness is evaluated safely before activation.

What Is Shadow Mode?Shadow Eligibility RulesHow Automation Readiness Is CalculatedUnderstanding Shadow Metrics

Automation Governance

Safe activation, rollout control, and monitoring.

Automation Activation RequirementsRollout Percentage ControlConfidence Threshold EnforcementMonitoring Automation PerformanceHow to Disable Automation

Integrations

Connecting and managing external systems.

Connecting Your Shopify StoreShopify Permissions & ScopesInbound Email SetupOutbound Email Configuration

Security & Data

Data processing, encryption, and compliance.

Data Processing OverviewHow AI Processes DataData Retention & DeletionTenant Isolation & Access Controls

Billing & Plans

Subscription management and plan differences.

Plan Comparison ExplainedUpgrading or Downgrading Your PlanAutomation Availability by Plan

Operational FAQ

Common operational and troubleshooting questions.

Why Did a Conversation Priority Change?Why Was Automation Skipped?How to Review AI DecisionsTroubleshooting Integration Issues