Documentation
Everything you need to set up your WhatsApp AI assistant — a knowledge-grounded assistant, CRM, campaigns, and a visual chatbot builder.
This guide covers everything you need to set up and run your WhatsApp AI assistant — from a quick start to each feature in detail. Use the menu on the left to jump around.
Quick start
From zero to a live WhatsApp AI assistant in five steps.
Create your account
Sign up, pick the template closest to your business (Sales, Booking, Leads, Support, or Capture). It sets up sensible defaults you can change later.
Teach the AI your business
Go to Knowledge and add your information — upload documents (PDF, Word, Excel), add a website URL, paste Q&A pairs, or add structured records. This is what the AI answers from.
Add your AI key
In AI Setup, connect an AI provider (OpenAI, Azure, Gemini, Groq, or NVIDIA). Your data is embedded and becomes searchable automatically.
Connect WhatsApp
In WhatsApp, add your WhatsApp Business number using the Cloud API details and set the webhook. Test with a message.
Go live
Build a chatbot flow or let the always-on AI answer. Watch conversations land in your Inbox and take over any chat when needed.
Core concepts
The knowledge-grounded assistant
Unlike a scripted bot, the assistant answers from your actual content using retrieval-augmented generation (RAG). When a customer asks something, the system searches your knowledge, finds the most relevant pieces, and uses them to write an accurate, on-brand reply — instead of making things up.
Workspaces
A single account can run several isolated workspaces — each with its own WhatsApp number, data, chatbots, contacts and personality. Think "Customer Support" vs "Internal HR" vs "Online Store", all under one login. Everything you do belongs to the workspace you're currently in.
Multi-tenant & white-label
The platform is multi-tenant: each business (tenant) is fully isolated from every other. Platform admins run one installation and onboard many tenants under their own brand.
Workspaces
Open Workspaces from the Account section. Create one per part of your business that needs its own number, data and bots.
- Isolated data — the AI in a workspace only answers from that workspace's knowledge. HR data never leaks into customer answers.
- Own number(s) — each WhatsApp number belongs to a workspace; incoming messages route to the right one automatically.
- Own chatbots & personality — flows and the assistant's tone are set per workspace.
- Shared AI key — you set one AI key for the whole account; only the data and personality differ per workspace.
Switch workspaces from the menu at the top of the sidebar. Your plan sets how many you can create.
Knowledge & AI data
The Knowledge page is where you teach the AI. Everything you add here is chunked, embedded, and searched together as one brain for the current workspace.
Ingestion types
- Documents — PDF, Word (DOCX), TXT, CSV, Excel (XLSX), Markdown. Drop several at once; each is split into overlapping chunks so the AI can retrieve the right passage.
- Website / URL — the page's text is fetched and learned.
- Manual Q&A — teach a specific answer directly (great for policies and edge cases).
- Structured records — products, listings, or any table (via My Data, Import, or Connectors).
AI setup
In AI Setup, choose your provider and paste your API key. Supported: OpenAI, Azure OpenAI, Google Gemini, Groq, and NVIDIA. You bring your own key, so you control cost and model choice.
Two things use AI: chat (writing replies) and embeddings (making your data searchable). Once a key is set, your knowledge embeds automatically; the Dashboard shows a live "learning" status until everything is searchable.
Data & fields
My Data holds structured records. Fields defines their shape — add fields, mark which are searchable (fed to the AI) and which show in chat. Import brings in a CSV or Excel in bulk.
Connectors
Connectors pull data in from other systems and keep it in sync:
- Google Sheets — a sheet becomes a live data source.
- WooCommerce & Shopify — products sync in for the AI to recommend and answer about.
- Custom API — a Postman-style builder maps any JSON API into your data, with interactive field mapping.
Connectors marked "keep in sync" re-pull on a schedule and re-embed new data automatically.
Connecting WhatsApp
In WhatsApp, add a number using your Meta WhatsApp Cloud API details: phone number ID, WABA ID, access token, and a verify token you choose. Set the shown webhook URL in your Meta app. You can add multiple numbers — each is assigned to the workspace you're in.
Team inbox
The Inbox is a full WhatsApp workspace: media messages, delivery ticks, unread counts, and filters. The AI answers automatically, but you can Pause AI and take over any conversation, then hand it back. A 24-hour-window banner reminds you when a template is required to re-open a chat.
Chatbots (flows)
Chatbots is a visual, drag-and-drop flow builder. Drag steps onto the canvas and connect them to design automated conversations — no code.
Step types
- Messages — send text, buttons, list menus, media, or approved templates.
- Questions & logic — ask a question (saves the answer to a variable), wait for a reply, branch on a condition, or add a real timed delay.
- AI — answer from your knowledge inside a flow, or hand the conversation to the always-on assistant.
- Actions — assign to a human, call an external API, add a tag, or update a contact field.
Anything captured (an answer, an AI reply, an API response) is reusable anywhere with {{variable}} syntax. Set a flow Live to activate it; it only runs on its own workspace's number.
Templates
Templates syncs your approved WhatsApp message templates from Meta and lets you submit new ones for approval. Templates are required to message a customer outside the 24-hour service window (for marketing and utility messages).
Campaigns
Campaigns sends an approved template to a segment of your opted-in contacts. Sending is paced to respect WhatsApp limits, and you get live delivery/read counts as the broadcast goes out.
Contacts & CRM
Contacts is your CRM: every person who messages is saved, with names learned automatically, tags, notes, and opt-in status. Segments (by tag, opt-in) power your campaigns. Contacts are per-workspace, so the same phone can be a customer in one and an employee in another.
Branding & white-label
Make the assistant look like your own product. On the Branding page you can set a brand name and support email; on higher plans you can also upload a logo, set an accent colour, map a custom domain, and remove the "Powered by" label from every chat box.
What each plan unlocks
- Brand name — shown in the chat header (all plans).
- Custom logo & colour — your logo and theme in the widget (plan-gated).
- Remove "Powered by" — hide the platform label on all chat boxes (plan-gated).
- Custom domain — serve the chat from your own domain, e.g.
chat.yourbrand.com(plan-gated).
Mapping a custom domain
Enter your domain on the Branding page, then add a CNAME record at your DNS provider pointing your subdomain to the platform domain shown there. Once DNS propagates and it's verified, your branded chat goes live on your domain. Until your plan removes it, every chat box shows "Powered by" the platform's product name.
Use cases by industry
The same platform serves very different businesses. A few proven patterns:
🛍️ E-commerce & D2C
Abandoned-cart recovery, COD confirmation, order & delivery updates, product recommendations, and repeat-purchase reminders. Sync your catalog via the WooCommerce or Shopify connector so the AI answers product questions accurately.
🏠 Real estate
Reply to every enquiry instantly, qualify budget/location/intent with a flow, then assign hot leads to an agent. Speed matters — fast replies stop leads going cold.
✈️ Travel & visa
Answer package and visa questions from your uploaded documents, collect traveller documents, send itineraries, payment reminders and status updates — all in one thread.
🏥 Healthcare & clinics
Appointment booking and reminders to cut no-shows, follow-ups, and general FAQ handling. Keep sensitive clinical detail out of plain messages — use it for scheduling and info.
🎓 Education & coaching
Answer admission and course enquiries 24/7, send fee and class reminders, and support students from your own material.
🏢 Internal & HR
A private workspace for staff — policy answers, leave requests, IT helpdesk — on a separate number, fully isolated from customer-facing data.
💼 Agencies & resellers
Run the platform under your own brand, onboard clients, set their plans, and let each manage their own WhatsApp AI while you manage the platform.
FAQ
Do I need my own WhatsApp API?
Yes — you connect your own WhatsApp Business (Cloud API) number. Message costs are billed by Meta directly to you.
Which AI providers are supported?
OpenAI, Azure OpenAI, Google Gemini, Groq, and NVIDIA. You bring your own key.
Can the AI read my documents?
Yes — upload PDF, Word, Excel, TXT, CSV or Markdown on the Knowledge page. Text-based files work best; scanned image PDFs need OCR first.
Can one account run multiple businesses or departments?
Yes — that's what Workspaces are for. Each has its own number, data, bots and personality, with a shared AI key.
Does it work on shared hosting?
Yes — it's built in plain PHP + MySQL with no heavy dependencies, so it runs on standard hosting like Hostinger.