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AI Chatbots Setup

WhautoChat offers pre-built AI chatbots tailored for Customer Service and Lead Qualification across channels like WhatsApp, Instagram, Messenger, Telegram, and Live Chat.

OpenAI Integration

Before installing any chatbot, ensure your OpenAI Integration is configured. For detailed setup instructions, see our OpenAI Integration guide.

💬 Customer Service AI Chatbot​

Engage customers instantly with an AI chatbot trained on your business data — with seamless human handoff when needed.

Steps to Install:​

  1. Go to Automation Menu
    • Open the WhautoChat app, click Automation, then Add Rule.
  2. Install Customer Service Chatbot
    • On the page, locate and install the Customer Service GPT for Your Business – AI Chatbot (e.g., for WhatsApp).
    • 📝 The same process applies for Instagram, Messenger, Telegram, and Live Chat.
  3. Check Installed Rules
    • You will now see two installed rules under WhatsApp Automation Rules:
      1. custom-training-ai-bot
      2. ai-to-human-transfer
  4. Configure the Custom Training Bot Rule
    • Open the custom-training-ai-bot rule and scroll to the Action section to configure the following:
      • Prompt:
        • A default customer service prompt is provided. If needed, update it to suit your business use case.
      • Configuration:
        • Set the OpenAI model, temperature, max tokens, and conversation memory settings.
      • Built-In Tools:
        • Allow the AI to:
          • Update contact data
          • Search the web
          • Add internal notes
      • Functions:
        • Integrate your APIs using function calling (provide endpoint URL, method, headers, and schema).
      • Playground:
        • Use this to test how the chatbot responds using your actual business data before going live.
      • 🔗 Load your business data here: Embedding Config
  5. Save the Rule
    • Once satisfied with the setup, click Save.
  6. Enable AI to Human Transfer
    • The ai-to-human-transfer rule ensures a smooth handover to your team when AI can't resolve the query.

📋 Lead Qualification AI Chatbot​

Engage visitors with an AI bot that intelligently asks qualifying questions (budget, interest, timeline) and auto-updates contact stages — with optional human intervention.

Steps to Install:​

  1. Go to Automation Menu
    • Open WhautoChat and go to Automation → Add Rule.
  2. Install Lead Qualification Bot
    • Look for Lead Qualification GPT for Your Business – AI Chatbot (e.g., for WhatsApp).
  3. Configure the Lead Qualification Bot Rule
    • Open the lead-qualification-ai-bot rule and scroll to the action section to access:
      • Prompt:
        • Customize the default prompt to align with your product or service offering.
      • Configuration:
        • Choose model settings such as temperature and max tokens.
      • Built-In Tools:
        • Enable contact updates, tagging, note-taking, and real-time search.
      • Functions:
        • Add custom APIs for advanced use cases like fetching availability, pricing, etc.
      • Playground:
        • Test your bot with real scenarios and data before deployment.
      • 🔗 Don’t forget to load your business data: Embedding Config
  4. Save the Rule
  5. Enable AI to Human Transfer
    • Ensure the ai-to-human-transfer rule is active for smooth agent takeover.

👥 Channels Supported​

  • WhatsApp
  • Instagram
  • Messenger
  • Telegram
  • Live Chat

Each bot can be installed and configured per channel following the same logic.

💬 Need Help?

Reach out to our support team anytime – we’re here to help you connect smoothly. [email protected]

For detailed troubleshooting, refer to our Troubleshooting or contact support.