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Quick Navigation

SectionWhat you do there
DashboardOverview stats
My BotsCreate and configure AI bots
ChannelsConnect WhatsApp, Gmail, Twitter
ToolsCreate actions for bots (Airtable, API calls)
CredentialsStore API keys securely
WebhooksConfigure HTTP request actions
InboxRead and reply to customer chats
ContactsManage customer contacts
Contact ListsGroup contacts for campaigns
CampaignsSend bulk WhatsApp messages
WhatsApp TemplatesManage approved message templates
ImagesUpload and manage media files
AnalyticsUsage charts and metrics
ActivitiesFull event audit log

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Bots

  1. My Bots → Create Bot
  2. Fill in:
FieldDescription
Bot NameMin. 3 characters
DescriptionWhat this bot does (min. 10 characters)
Color ThemeBlue, Indigo, Purple, Green, Red, Orange, Yellow
System PromptInstructions for the bot’s behavior and tone
ActiveToggle on to make the bot live
  1. Click Save
  1. Find the bot → click Manage Channels
  2. Select which channels to link
  3. Click Save
  1. Find the bot → click Manage Tools
  2. Select tools to enable
  3. Click Save
Get the bot URL from My Bots → copy icon:
https://chat.sahyogi.io?bot_id=YOUR_BOT_ID
Embed via iframe:
<iframe
  src="https://chat.sahyogi.io?bot_id=YOUR_BOT_ID"
  width="400" height="600"
  style="border: none; border-radius: 12px;">
</iframe>

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Channels

  1. Channels → Add Channel → select WhatsApp
  2. Fill in channel name and API Key from your provider (Gupshup / Wasimple / Meta)
  3. Copy the Webhook URL into your WhatsApp provider’s dashboard
  4. Click Save
  1. Add Channel → Gmail
  2. Click Authenticate with Google → complete OAuth flow
  1. Add Channel → Twitter
  2. Click Authenticate with Twitter → complete OAuth flow

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Tools & Airtable

  1. Tools → Create Tool
  2. Fill in:
FieldDescription
Tool Namee.g., “Add Lead to Airtable”
DescriptionWhat it does — the AI reads this to decide when to use it
IntegrationSelect Airtable, REST API, etc.
ParametersKey-value pairs; set source to by_ai for bot-filled values
  1. Click Save, then attach to a bot via Manage Tools
Step 1 — Save credential
  • Credentials → Add Credential → Type: Airtable → enter API Key → Save
Step 2 — Create tool
  • Tools → Create Tool → select Airtable integration
  • Pick your Base and Table
  • Set Parameters matching your Airtable column names (source: by_ai)
Step 3 — Update bot system prompt
“When a user provides contact info, use the Add Customer to CRM tool to save their name, email, and phone.”
  • Credentials → Add Credential
  • Supported types: Airtable, Gmail, OpenAI, WhatsApp, Stripe, Slack, and more
  • Keys are encrypted at rest — use the eye icon to reveal/hide

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Inbox

  • Left panel: all contacts ordered by latest activity
  • Click a contact → full thread loads on the right
  • Type reply → Enter or Send
  • Inbox updates in real time via WebSocket
StatusMeaning
OpenActive conversation
PendingWaiting for response
ResolvedConversation closed

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Contacts & Campaigns

  1. Contacts → Add Contact
  2. Fill in Name (required), Phone, Email, Source (WhatsApp / Facebook / Manual)
  3. Click Save
Per-contact settings: Opt-in/Opt-out, Reply Bot toggle, Status
  1. Contact Lists → Create List
  2. Name the list → add contacts
  3. Use when creating a campaign
  1. Campaigns → Create Campaign
  2. Fill in:
FieldDescription
TypeBroadcast, Drip, Trigger, or Survey
TemplateApproved WhatsApp template
AudienceAll Contacts or a Contact List
ScheduleImmediate, Scheduled, or Recurring
Template ParametersDynamic placeholders (e.g., customer name)
  1. Click Send Now or Save as Draft
StatusMeaning
DraftNot sent yet
ScheduledWill send at future time
ActiveCurrently running
PausedPaused mid-run
CompletedFinished
FailedEncountered errors

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WhatsApp Templates

  1. WhatsApp Templates → Create Template
  2. Fill in:
    • Name: lowercase, underscores, no spaces
    • Category: Marketing, Utility, or Authentication
    • Body: Use {{1}}, {{2}} for dynamic variables
    • Header / Footer / Buttons: optional
  3. Click Submit for Approval
Templates are reviewed by WhatsApp/Meta — typically approved within a few hours to 24 hours.

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Webhooks

  1. Webhooks → Create Webhook
  2. Fill in:
FieldDescription
Namee.g., “Check Order Status”
URLFull API endpoint
HTTP MethodGET, POST, PUT, PATCH, DELETE
HeadersJSON object e.g. {"Authorization": "Bearer TOKEN"}
Query Params / JSON BodyStatic values
  1. Add Parameters for dynamic values the bot fills at runtime (source: by_ai or fixed)
  2. Click Save → attach to a bot via Manage Tools

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Images

  • Images → drag-and-drop or Upload Images
  • Max 10 MB per file, max 10 files at once
  • Supported: PNG, JPG, JPEG, GIF, WebP, SVG
  • Sort by Newest, Oldest, Name, or File Size
  • Click any image to preview → Download or Delete from preview

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Account Settings

  • Click your avatar in the sidebar → update Name, Email, or profile picture
  • Change Password: Profile Settings → Change Password
  1. Profile Settings → Generate API Token
  2. Copy the token — shown only once
  3. Use as: Authorization: Bearer YOUR_API_TOKEN
  4. To revoke: click Revoke API Token