Getting started
1. Connect WhatsApp
Section titled “1. Connect WhatsApp”Go to Channels and connect your WhatsApp Business number. This is the step that matters most —
without it, your bot can’t send or receive messages. Full guide:
Connect WhatsApp.
2. Teach your bot what it needs to know
Section titled “2. Teach your bot what it needs to know”Under Knowledge, add your business’s frequently asked questions (hours, policies, how to find
you, what you offer). Your bot never makes anything up — if something isn’t there, it tells
you instead of guessing. See Knowledge base.
3. If you sell products or services with a fixed price, load your catalog
Section titled “3. If you sell products or services with a fixed price, load your catalog”Under Catalog, load what you sell along with its price — so the bot can quote it on the spot,
never an outdated price. If your business takes bookings (hotel, hostel, lodging), rooms are
loaded separately, under Bookings. See Catalog and
Bookings.
With those 3 steps your bot can already answer for real. Everything else — CRM, campaigns, incidents — you add as you need it.