User Guide

1. My Bots → Create Bot
2. Fill in:

3. 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

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

1. Tools → Create Tool
2. Fill in:

3. Click Save, then attach to a bot via Manage Tools

• Credentials → Add Credential → Type: Airtable → enter API Key → Save

• Tools → Create Tool → select Airtable integration
• Pick your Base and Table
• Set Parameters matching your Airtable column names (source: by_ai)

“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

• 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

1. Contacts → Add Contact
2. Fill in Name (required), Phone, Email, Source (WhatsApp / Facebook / Manual)
3. Click Save

1. Contact Lists → Create List
2. Name the list → add contacts
3. Use when creating a campaign

1. Campaigns → Create Campaign
2. Fill in:

3. Click Send Now or Save as Draft

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

1. Webhooks → Create Webhook
2. Fill in:

3. Add Parameters for dynamic values the bot fills at runtime (source: by_ai or fixed)
4. Click Save → attach to a bot via Manage Tools

• 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

• 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