Create a basic WhatsApp AI chatbot that responds from your data

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Step 1: Start in the Bot Builder

• Open the bot builder and create a new bot.

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Step 2: Configure the trigger and conditions

• Define the trigger (e.g. hot keyword).

• Choose the channel (e.g. WhatsApp).

• Add the activation conditions.

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Step 3: Capture the user question

• Add a step: “What is your question?”.

• Capture the response to send it to the AI agent.

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Step 4: Connect the trained AI agent

• Create a new AI integration.

• In AI dashboard, copy the token authentication.

• Paste it into the bot builder.

• Select the agent (e.g. Support Agent).

• Choose a file, or leave empty to use all the agent’s files.

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Step 5: Customize prompts and responses

• Add a system prompt for fallback, if the AI doesn’t know how to answer.

• Customize via parameters: number, channel, username, etc.

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Step 6: Map the AI response

• Map the AI response to a block send message.

• If no response, show a fallback or escalate to a human.

• Add error handling if the AI is unavailable.

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Step 7: Continue the conversation

• Add a AI smart wait (e.g. 5 minutes) to wait for the next step.

• If the user replies, resend the question to the AI agent.

• Otherwise, end the session cleanly.

• Add exit keywords (e.g. bye).

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Step 8: Test and iterate

• Test the flow and adjust the steps.

You get a WhatsApp chatbot that answers from your documents and data. It can also escalate to a human if needed.

Flow bot template clone link

Copy

/products/bot/flow/fc173d9d770af2f3c754c429c8d894fc

Video

https://www.youtube.com/watch?v=xcv6aWqZ4W8