A Comprehensive Guide: How to Set Up Your WhatsApp Bot Step-by-Step

Welcome to this detailed guide on how to use and set up your WhatsApp Bot. In this guide, we will walk through the most important tools and settings that give you full power to manage your conversations automatically.

Dashboard Overview

The control panel is divided into two main sections: Tools and Artificial Intelligence. Here’s the function of each item:

• API Keys: To connect the bot with your external programs and websites.
• Webhooks: To send data from the bot to external services like n8n.
• Actions: To set up simple and fast fixed auto-replies.
• Flows: To build advanced and intelligent interactive conversations.
• Logger: To log all system operations and their success or failure.
• AI Keys: To connect and configure Artificial Intelligence models like Gemini.

Section 1: API Keys

These keys allow your applications to communicate with the bot. To create a new key:

1. From the API KEYS page, click the ADD KEY button.
2. In the pop-up window, enter a name for the key in the Name field.
3. From the Permissions dropdown, select the permissions you want to grant the key, such as wa_send for sending messages.
4. Click SUBMIT. The key will appear in the list, and you can copy it by clicking the copy icon.

Section 2: Webhooks

A Webhook allows for sending automatic notifications to other systems. To set it up:

1. From the WEBHOOKS page, click the ADD WEBHOOK button.
2. In the window that appears, fill in the fields:
   • Name: A name to identify the webhook.
   • Receive Events: Choose the event type (WhatsApp or SMS).
   • URL: Paste the external URL that will receive the data.
3. Click SUBMIT to save.

Section 3: Actions (Auto-Replies)

To create quick auto-replies based on specific keywords:

1. From the Actions section, click on AUTOREPLY.
2. Fill in the fields in the “Add Reply Action” window:
   • Name: A name for the reply (e.g., Greeting Reply).
   • Source: Select the source (WhatsApp or SMS).
   • Trigger: Enter the keywords that will trigger the reply (e.g., hello, hi).
   • Reply Message: Write the text of the message that will be sent (e.g., Hello!).
3. Click SUBMIT to save.

Section 4: Flows (Conversation Builder)

Here you can design a complete conversation journey for the customer:

1. From the Flows page, click CREATE FLOW.
2. From the side panel, drag WHATSAPP SOURCE and drop it into the workspace.
3. Drag a CONDITION element and connect it to the source.
4. Set the condition type (e.g., Contains) and enter the value (e.g., price).
5. Drag the desired action (e.g., SEND TEXT) and connect it to the condition.
6. Write your reply message in the Text Message field.
7. Click SAVE at the top of the page to save your work.

Section 5: Connecting Artificial Intelligence (AI Keys)

This is the most crucial step to enable the AI’s capabilities in responses.

1. From the AI Keys section, click Add AI Key.
2. Carefully fill in the following fields:
   • Name: A unique name for the bot (e.g., Customer Service Bot).
   • Provider: Choose the service provider (Gemini is recommended).
   • Initial Prompt: This is where you define the bot’s personality and purpose. Example:

     You are an intelligent assistant for the "Modern Elegance" store. Your mission is to respond to customer inquiries in a professional and friendly manner.

   • Post Prompt: Here, you set the rules and information the bot must adhere to. Example:

     Store Information:
     - Working Hours: Saturday to Thursday, from 10 AM to 11 PM.
     - Products: Dresses, casual wear.
     Important Rules:
     - Do not provide price information; ask the customer to visit the store instead.

   • API Key: Paste the API key you obtained from your service provider here.
3. Click SUBMIT to save.

This concludes our guide. If you have any questions, feel free to ask.