Create a Basic AI Chatbot on WhatsApp which replies on our data

Step 1: Start in the Bot Builder

• Access the bot builder and create a new bot.​

Step 2: Configure Trigger and Conditions

• Set the trigger for the bot (e.g., hot keyword).​

• Define the channel (e.g., WhatsApp) and the necessary conditions for activation.​

Step 3: Set Up the User Query Step

• Add a step to ask the user, “What is your query?”.​

• The next step should capture the user’s response to pass to the trained AI.​

Step 4: Connect to Trained AI

• In the builder, create a new AI integration.​

• Go to your AI dashboard, copy the authentication token, and paste it into the bot builder.​

• After adding authentication, select the AI agent you want to use (e.g., Support Agent).​

• Choose all relevant files or leave the selection empty to use all agent files for response generation.​

Step 5: Customize System Prompts and Replies

• Optionally, add a system prompt for specific fallback replies if the AI cannot answer the user’s query.​

• Your bot flow can also include parameters like contact number, channel name, or user name for personalization.​

Step 6: Mapping AI Answers

• Map the AI’s answer to a “send message” block.​

• If no answer is available, configure a fallback message or route the conversation to a human agent.​

• Use error handling to define fallback actions if the AI is unavailable.​

Step 7: Continue the Conversation

• Set up an “AI smart wait” step (e.g., 5 minutes) to wait for additional user replies.​

• If the user responds, pass the new query back to the AI agent; otherwise, end the session politely.​

• Implement exit keywords (e.g., “bye”) to close the conversation with an appropriate message.​

Step 8: Test and Refine

• Test your bot’s flow and edit steps as needed for smooth conversation and accurate answers.​

This process will result in a WhatsApp-based AI chatbot that can reply intelligently to user questions based on your documents and data, and escalate the conversation to a human if needed.​

Bot Flow Template Clone Link

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