Start using Tautiva
What is Tautiva, and who is it for?
Tautiva brings customer conversations and related team tasks together in a single workspace.
Before you start
An account provided by your company administrator.
Step-by-step instructions
Follow these steps in order. You can keep this guide open while working in another Tautiva tab.
Open Tautiva through the application address provided by your company.
Familiarize yourself with the side menu: Inbox for conversations, Customers for customer data, Cases for customer issues, Sales for sales opportunities, and Collections for billing.
Use the menu that corresponds to your tasks. Not all users can access all menus.
If you're just starting out, proceed to the login and getting to know Inbox guide.
PRACTICAL EXAMPLE
Example from daily work
Example: a CS agent reads a message via Inbox, creates a Case when there's a complaint, and then informs the customer of the result. All of this is done using the same workspace.
This is a fictional training example. No real customer data was used.
Expected result
You will understand the main menu and where to start working.
If something goes wrong
- Still unsure about your role? Ask your admin to explain your main tasks.
This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.