> This is part 1 of 2 of the full documentation (pages 1–100 of 182).
> The content is paginated: fetch every part to see all of it.
> Next part: https://docs.rapidbott.com/help-center/llms-full.txt/1
> Page index: https://docs.rapidbott.com/help-center/llms.txt

# Welcome !

Welcome to Rapidbott Official Documentation and Help Resource.

{% embed url="<https://youtu.be/INl94C6x5ms?si=CRWJcTnFFaGkGIRV>" %}

{% hint style="info" %} <mark style="color:purple;">**NOTE:**</mark> Please remember that Rapidbott's documentation, including this [GitBook](/help-center), may be updated periodically to provide you with the most current information. Keep this in mind when referring to our documentation for the latest details.
{% endhint %}

{% hint style="warning" %} <mark style="color:red;">**REMEMBER:**</mark> No Rapidbott team members will ever reach out to you first. Please [contact us](mailto:support@rapidbott.com) if you have any questions or concerns.
{% endhint %}

{% hint style="success" %} <mark style="color:green;">**COMMUNITY:**</mark> Join our [Instagram ](https://www.instagram.com/rapidbott/)& [Twitter ](https://twitter.com/rapidbott)Or [LinkedIn ](https://www.linkedin.com/company/rapidbott/)to get important announcements, updates and interact with the team and other community members.
{% endhint %}


# Getting Support

Providing you the best support we can is our upmost priority.

{% hint style="success" %}
For the fastest and easiest way to get immediate support is via our website chat widget. That can be found within the builder dashboard and also via the website.
{% endhint %}

### Where to find the support channels

You can reach out to our support directly within your Rapidbott dashboard:

| Type            | Location  | Channel      |
| --------------- | --------- | ------------ |
| Bug reporting   | Dashboard | Email        |
| Feature request | Dashboard | Email        |
| Billing         | Dashboard | Email        |
| General         | Dashboard | Website chat |

{% hint style="info" %}
Timings can be delayed during busy periods. Before you reach out to us, be sure to check via our support documents as the answer might just be there 🤗&#x20;
{% endhint %}

<table><thead><tr><th width="186">Support channel</th><th>Response Time</th></tr></thead><tbody><tr><td>Website chat</td><td>Immediate - 60 minutes</td></tr><tr><td>Email</td><td>24 hours</td></tr><tr><td>Video chat</td><td>Prior booking or within website chat</td></tr></tbody></table>

### Website chat

We have a great automated support to give you some basic guidance, but its always great to know that there's always a human on the other side waiting to jump in.

### Video chat

If there is a need to hop on a video call with you. That's no problems at all, as most things can be answered faster than the back and forth using text. If we deem it necessary, we will provide you with a video meeting link via the website support chat.


# FAQ's

<details>

<summary>I need assistance</summary>

No problems, if you didn't find what you were looking for in the help tab 'just to the lower left' of the dashboard. Reach out to us via the support chat at the bottom right.&#x20;

Our amazing support team is always on standby to help.

</details>

<details>

<summary>Do you have a free trial?</summary>

Yes we do you can sign up for a 7-day full access trial&#x20;

</details>

<details>

<summary>What happens when my free trial is over?</summary>

When this happens you have two choices. Either upgrade to a paid plan or enjoy our free forever plan instead.

</details>

<details>

<summary>How does Email and SMS pricing work?</summary>

We don't charge you to send emails. It's FREE. You can connect through SMTP or Sendgrid or Gmail.\
\
For sending SMS, Rapidbott doesn't handle the billing for SMS, you can sign up directly with our service provider([Twilio](https://www.twilio.com/), [Signalwire](https://signalwire.com/products/cloud-messaging) or [Message media](https://messagemedia.com/)), Check their official pricing for details.

</details>

<details>

<summary>Can I cancel at any time?</summary>

Yes you can without any issues. Just go to your billing section to cancel the plan.

</details>

<details>

<summary>Are you GDPR &#x26; HIPPA compliant?</summary>

Yes, Rapidbott is GDPR & HIPPA compliant

</details>

<details>

<summary>What does 1 bot in business plan means?</summary>

1 bot means 1 Facebook page or 1 whatsapp number or 1 Instagram account, etc. And we offer omni channel, if you put this 1 bot in the omni channel, you can build the bot that available in the 8 channels we support currently(Messenger, WhatsApp, Instagram, Wechat, Line, Viber, Google Business Messenger, Telegram)

You can read more [here](https://www.rapidbott.com/pricing)

</details>

<details>

<summary>Server IP list to white list</summary>

For some service, you might need to whitelist Rapidbott servers. here is a list of our current server IP address:<br>

Full ip ranges (recommend):

```
45.32.188.0/22
45.32.240.0/21
45.63.24.0/21
45.76.112.0/20
45.77.48.0/22
45.77.232.0/21
103.43.72.0/22
104.156.232.0/23
107.191.56.0/23
108.61.96.0/24
108.61.168.0/23
108.61.184.0/23
108.61.212.0/23
108.61.251.0/24
139.180.160.0/20
139.180.176.0/21
149.28.160.0/19
207.148.80.0/21
```

if you need to add by ip only, use the following ip address list

```
149.28.162.222, 
45.77.235.71, 
139.180.179.231, 
45.76.116.253, 
207.148.82.236, 
149.28.165.44, 
45.76.112.39, 
149.28.171.58,
45.32.241.149,
45.77.235.182,
207.148.83.13, 
149.28.174.184, 
45.32.241.210, 
45.63.27.155, 
45.76.124.212,
149.28.174.115, 
45.32.191.37, 
139.180.182.184, 
108.61.168.104, 
108.61.185.7,
45.76.121.201, 
45.32.246.113, 
45.63.31.21, 
207.148.86.36, 
149.28.164.132, 
149.28.169.43, 
207.148.81.185, 
207.148.85.170, 
149.28.183.224, 
45.32.190.87,
45.76.115.233,
207.148.84.156,
107.191.56.88,
207.148.84.7,
149.28.160.120,
45.77.50.144,
149.28.188.6,
45.77.49.131,
45.32.244.161,
139.180.172.64,
```

We will update this list if we are adding more servers.

last updated: 2024-12-04

</details>

<details>

<summary>Why your bot is sending duplicate messages?</summary>

So if your bot is sending duplicate message, it might be the following reasons:

&#x20;

**For messenger channel,** It’s possible you connect **more than 1 app** in your page advance settings. Please make sure you only connect Rapidbott app to your page.

&#x20;

**For WhatsApp cloud API**, it’s possible that you ***used the same webhook URL in two different apps*** in your Facebook Developer account.

&#x20;

That’s the most common reason, please double check above points, if you still have questions, do send email to our support.

</details>

<details>

<summary>Why I can't see test number when I synced my WhatsApp Cloud API?</summary>

The reason you didn’t see the test number from cloud API is that, once you have connected with real number in your Cloud API, the test number is no longer offered from meta.

</details>

<details>

<summary>Button link to external website can't open</summary>

We have received some ticket about the website url not opening.

So in the button settings, you will see the screenshot below:

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFNZVzsLEwKuCYjhs0Qzw%2FUntitled.png?alt=media\&token=51a2c78c-799b-404c-8242-aa1dc5aec3c7)

You can choose “Native”, it will open on the new tab. it will works on all the website.

All the options below: Full - 100%; Medium - 75%; Compact - 50%, all these option will open the website in iFrame. Because some of the website don’t support open in iFrame, so you will face the issue.

</details>

<details>

<summary>Error with Woocommerce Action</summary>

If you are having an issue with Woocommerce action:

* Get customer information
* Create customer

It’s most likely you are seeing the below error message:

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHLHpsfYd7y9oXe0n3t5D%2FUntitled.png?alt=media\&token=4c95799f-3223-4a49-99a2-b4f6be4e23b7)

It’s because the permission of your Woocommerce integration, you need to give “Read & Write” right as per the screenshot below:

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUhEqb6QkG0NhPk1KFVCz%2FUntitled.png?alt=media\&token=cc87b5a6-610a-470d-9ce6-3dabd3bd6054)

If you still don’t see any results from “Get customer information” action, make sure you select the fields to “All”

<img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtmOQF5MTrvwOU1BoX5Lq%2FUntitled.png?alt=media&amp;token=09e40f40-d30d-4f0e-85f9-943fa94eeedc" alt="" data-size="original">

</details>

<details>

<summary>How to format date time?</summary>

There are date time custom field in Rapidbott, sometime, you want to format them properly.

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQeaSZArVVbZZWimqEneq%2FUntitled.jpg?alt=media\&token=a5d732aa-de79-45e1-b57a-92c27d89c577)

Here is a few formats you can reference.

```
The following characters can be used:
d - The day of the month (from 01 to 31)
D - A textual representation of a day (three letters)
j - The day of the month without leading zeros (1 to 31)
l (lowercase 'L') - A full textual representation of a day
N - The ISO-8601 numeric representation of a day (1 for Monday, 7 for Sunday)
S - The English ordinal suffix for the day of the month (2 characters st, nd, rd or th. Works well with j)
w - A numeric representation of the day (0 for Sunday, 6 for Saturday)
z - The day of the year (from 0 through 365)
W - The ISO-8601 week number of year (weeks starting on Monday)
F - A full textual representation of a month (January through December)
m - A numeric representation of a month (from 01 to 12)
M - A short textual representation of a month (three letters)
n - A numeric representation of a month, without leading zeros (1 to 12)
t - The number of days in the given month
L - Whether it's a leap year (1 if it is a leap year, 0 otherwise)
o - The ISO-8601 year number
Y - A four digit representation of a year
y - A two digit representation of a year
a - Lowercase am or pm
A - Uppercase AM or PM
B - Swatch Internet time (000 to 999)
g - 12-hour format of an hour (1 to 12)
G - 24-hour format of an hour (0 to 23)
h - 12-hour format of an hour (01 to 12)
H - 24-hour format of an hour (00 to 23)
i - Minutes with leading zeros (00 to 59)
s - Seconds, with leading zeros (00 to 59)
u - Microseconds (added in PHP 5.2.2)
e - The timezone identifier (Examples: UTC, GMT, Atlantic/Azores)
I (capital i) - Whether the date is in daylights savings time (1 if Daylight Savings Time, 0 otherwise)
O - Difference to Greenwich time (GMT) in hours (Example: +0100)
P - Difference to Greenwich time (GMT) in hours:minutes (added in PHP 5.1.3)
T - Timezone abbreviations (Examples: EST, MDT)
Z - Timezone offset in seconds. The offset for timezones west of UTC is negative (-43200 to 50400)
c - The ISO-8601 date (e.g. 2013-05-05T16:34:42+00:00)
r - The RFC 2822 formatted date (e.g. Fri, 12 Apr 2013 12:01:05 +0200)
U - The seconds since the Unix Epoch (January 1 1970 00:00:00 GMT)
```

Also you can reference from the link below:

<https://www.php.net/manual/en/datetime.format.php>

</details>

<details>

<summary>Bot Add-Ons</summary>

Rapidbott now allows users to extend the capabilities of their build by opting for add-ons which increase the limits of various nodes such as timeout period, webhook limitations, etc.

Refer to the following list of add-ons and increase your build’s robustness today!

* ⚠️ All add-ons are monthly payments and bot specific.

### Inbound Webhook Limits <a href="#inbound-webhook-limits" id="inbound-webhook-limits"></a>

You can now increase the limit of your webhooks by purchasing an add-on. The current webhook limit is 500/day.

#### Add-On <a href="#add-on" id="add-on"></a>

Follow the below structure for webhook limit expansion:

500/day - Included \~\~ 15K requests/per month

1000/day - $20 per month \~\~ 30K requests/per month

2000/day - $40 per month \~\~ 60K requests/per month

3000/day - $60 per month \~\~ 90K requests/per month

4000/day - $80 per month \~\~ 120K requests/per month

5000/day - $100 per month \~\~ 150K requests/per month

10000/day - $200 per month \~\~ 300K requests/per month

For example, if you want to increase the limit by 3k, then change the quantity to 3 and it will cost you 60$.

### Max time out & External Request Timeout Period <a href="#max-time-out-and-external-request-timeout-period" id="max-time-out-and-external-request-timeout-period"></a>

You can now increase the timeout period of your external requests by purchasing an add-on. The current external timeout limit is 15 seconds.

#### Add-On <a href="#add-on.1" id="add-on.1"></a>

You can increase the timeout limit by 10 seconds for 20$ each.

For example, if you want to increase the limit by 30 seconds, then change the quantity to 3 and it will cost you 60$.

### OpenAI Timeout Period <a href="#openai-timeout-period" id="openai-timeout-period"></a>

You can now increase the timeout period of your OpenAi actions by purchasing an add-on. The current OpenAI timeout limit is 30 seconds.

#### Add-On <a href="#add-on.2" id="add-on.2"></a>

You can increase the timeout limit by 10 seconds for 20$ each.

For example, if you want to increase the limit by 30 seconds, then change the quantity to 3 and it will cost you 60$.

</details>

<details>

<summary>Webchat widget is not working</summary>

There might be multiple reasons why your webchat widget might not work.

Below are a few reasons why this might be.

### Widget is not showing <a href="#widget-is-not-showing" id="widget-is-not-showing"></a>

the main reason why this happens is the domain you are using the webchat widget on is not whitelisted.

You can do so by going into the webchat widget settings by pressing the gear icon and then press “Whitelist Domain”

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Ft9UIgzWjr504HLAvDQR2%2FUntitled.png?alt=media\&token=6877cf6d-7974-4936-b54c-a0287f281c4d)

### Widget is not triggering the correct flow <a href="#widget-is-not-triggering-the-correct-flow" id="widget-is-not-triggering-the-correct-flow"></a>

if you are using Wordpress please disable all plugins you might have active, including caching plugins. then check if the issue still remains.

In most cases the caching plugin will be the culprit as it will minify the widget installation code and remove the ref parameters if you added them correctly.

If this is the case you might want to look to exclude the webchat widget from being minified to prevent this from happening

</details>

<details>

<summary>What are the Platform default limits?</summary>

<https://docs.rapidbott.com/help-center/platform/introduction/platform-default-limits>

</details>

<details>

<summary>Rapidbott Bot Users/Contacts explained</summary>

## 1. What is a Bot User? <a href="#title-text" id="title-text"></a>

A bot user is anyone who interacts with your chatbot via DMs or comments.

## 2. Is the bot user limit per bot or for the workspace? <a href="#title-text" id="title-text"></a>

Bot user limit is implemented on the workspace level and the resources (X number of users) are shared between all the chatbots created under the same workspace.

&#x20;

However, a secondary bot user limit can be set on per chatbot basis. This ensures that a chatbot does not consume more resources then allocated or intended.

&#x20;

For example;

you have a workspace with basic business plan and 1 additional chatbot. The resources you have are as follows;

2 chatbots (FB & Insta) + 1000 bot users

&#x20;

You can setup user limits on both chatbots to ensure both chatbots only consume assigned number of bot users.

&#x20;

#### How to set bot user limits <a href="#how-to-set-bot-user-limits" id="how-to-set-bot-user-limits"></a>

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgBp7Hi5JX0dFSFNpIyHz%2FUntitled.png?alt=media\&token=dce2ff3d-1c29-4828-967f-aadcacd0f445)

&#x20;

The process to set-up a rule to limit chatbot to X number of bot users is very simple and straightforward. We are using Facebook chatbot as an example but you should be able to follow the same steps for any chatbot channel you are using in your workspace.

&#x20;

When you open a Facebook chatbot, click on settings right at the bottom left corner (as shown in the image), then the first section is “**Bot Users Limit**”.

&#x20;

Once you decide and select a number, please click save in order for the settings to take effect.

## 3. Will the bot stop when reaching limits? <a href="#title-text" id="title-text"></a>

First of all, Rapidbott has an "**auto clean up bot user**" feature which can help you control the bot user amount and prevent exceeding the "bot user limit" on your workspace.

Unlike other chatbots in the market, Rapidbott actually cares about you.

Once your workspace consumes all bot user limits, the chatbots will not stop working. Rather Rapidbott system will automatically start deleting old users with the longest last engagement duration to accommodate new users who could be your High Intent Leads.

So, your Leadgen, Customer Support and Ecommerce chatbots will never stop working.

## 4. What is the cost of extra bot users? <a href="#title-text" id="title-text"></a>

If your business needs higher bot user limits you can always buy add-ons. The pricing for additional users is as follows;

* $5 per month for every 1000 bot user&#x20;
* $30 per month for every 10,000 bot users

## 5. How to set up rules to automatically remove the bot user? <a href="#title-text" id="title-text"></a>

The process to set-up a rule to automatically remove bot users is very simple and straightforward. We are using Facebook chatbot for an example but you should be able to follow the same steps for any chatbot channel you are using in your workspace.

&#x20;

When you open a Facebook chatbot, click on settings right at the bottom left corner (as shown in the image), then the second section is “**Bot Users Auto Cleanup**”. This is where you will set the number of bot users you want to automatically delete on daily basis.

&#x20;

Once you select a number, it also give your the option to set a user condition to be more specific.

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlVAgpI4Dhn2lUT4yz6oh%2FUntitled.png?alt=media\&token=6afb786d-4e4b-441c-8969-de36e0f29410)

Once you decide and select a number, please click save in order for the settings to take effect.

## 6. Business plan - how many comments will be responded? <a href="#title-text" id="title-text"></a>

Rapidbott does not operate on the per conversation model but rather per subscriber model. Any person who interacts (DM/Comment) with the Chatbot becomes a subscriber/bot user.

&#x20;

A standard Pro plan has 1000 bot users limit. This includes people who interact with your chatbot via DM messages and comments. This limit is shared between all the chatbots created in a workspace.

&#x20;

The limit of 1000 bot users is on workspace level instead of chatbot level. So if you have 2 chatbots in your workspace (e.g 1 Facebook chatbot + 1 WhatsApp chatbot), both chatbots will share the same user limit for the workspace which is 1000 in total for both chatbots.

&#x20;

A chatbot will continue to engage with users/leads/customers via DMs or comment replies till the count reaches 1000 bot users.

&#x20;

After the count reaches 1000 users, the bot will not stop but will rather start deleting the first user with the highest last interaction time to accommodate the new user.

</details>

<details>

<summary>Multiple language support</summary>

Rapidbott support multiple languages, and you can find the multiple language settings in your user profile as per screenshot below

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgZKNs7JtGb9438dHCGqi%2F8c8f90b7-b84e-41b3-bd99-b02e01b3f58d.png?alt=media\&token=11940110-66ee-464b-ac24-9e211c38f375)

and then you can find the multiple language options under the below settings:

![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2jke6aOllEeXvqZwuKpS%2F7823f72c-fa2e-476b-8f6b-e231e5a963d2.png?alt=media\&token=96ff7d9b-709a-40c5-b0e5-aaceb129af5d)

Here is the languages Rapidbott currently support:

* English
* Arabic
* 简体中文
* Spanish
* French
* Hebrew
* Portuguese(Brazil)
* Turkish

</details>

<details>

<summary>Why voice bot didn't call users</summary>

If you are using an inbound webhook to generate a voice bot user and call the user, the user is successfully created but the phone call didn't fire, please check your geo settings in your Twilio account. Sometimes you will need to unlock the geo restriction to call a certain number.

</details>


# WhatsApp Common Questions(FAQ)

* **How can I reply to clients on my mobile phone?**

Once you connect the phone number with WhatsApp cloud API, you won’t be able to use this number in the WhatsApp business or WhatsApp personal app.\
\
You can login to the Rapidbott platform, and then live chat to reply to your clients on desktop.

* **Can I use my current mobile WhatsApp number in the WhatsApp cloud API?**

You can not use your existing WhatsApp number on the WhatsApp Cloud API. You will either have to delete your existing WhatsApp account and then you can use the same number in the WhatsApp Cloud API or you need to get a totally separate number for the WhatsApp Cloud API account.

We recommend you get a new number for the WhatsApp Cloud API.

* **How can I delete a phone number from a business account?**

You can refer to the link below to delete the phone number from your business account.\
<https://developers.facebook.com/docs/whatsapp/phone-numbers#delete-phone-number-from-a-business-account>

* **I am using 360Dialog currently, do I need to switch to Cloud API?**

Here is the difference between 360Dialog & WhatsApp cloud API, here is a table for your reference:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0ZzS8ttWZH99WJhusFll%2FUntitled.png?alt=media&amp;token=0f1e2082-2fc9-4621-8036-670695c7a7ab" alt=""><figcaption></figcaption></figure>

In summary, with 360dialog, the client has access to different WhatsApp offers (Cloud API, Business API, on-premise), hosting and performance upgrades (Premium Package, local hosting, multicores), and different support levels and SLAs - none of which is offered by Meta directly.

If you are using WhatsApp cloud API, it’s a little cheaper. You can get started easily with the test phone number & free 1000 session messages.

You can make your own decision based on the information above.

* **I can’t connect my business account under WhatsApp cloud API?**

Currently, you can only connect a business account to one of Rapidbott workspaces. If you need to switch to a different workspace, you need to disconnect and reconnect again to the new workspace.

&#x20;

* **The “#131008 parameter invalid” error keeps occurring, what to do?**

If all other CUFs are filled properly and you are still facing a parameter invalid issue, then please make sure that the phone number of the user is properly formatted. Wrong formats (number without country code, number with local code etc) usually results in an invalid parameter issue.


# Pricing Plans

We have multiple plans for your growth Pay as you grow - no contract required, cancel anytime

### Plans overview

We offer **3 plans** to suit all user requirements from Sandbox Plan, Pro, Pro + and Business.&#x20;

The **free forever** plan comes with 7 days free access to all Pro tools.

The **Pro and Pro +** plans offer similar features and access to all pro tools, the only difference is access to AI features, Facebook group automation and Rapidbott brand are only available on the Fusion plan, but can be trialled in the free trial period.

View all plan features here: <https://www.rapidbott.com/pricing-plans>

{% embed url="<https://www.rapidbott.com/pricing-plans>" %}

Sandbox Plan plan features 1 Rapidbott, 200 contacts, 3 messaging channels, 1 admin and unlimited conversations.

### Pro , Pro + and Business plans

Both the Pro and Pro + plans features: 1 Chatbot, access to 10+ messaging channels, 5 admins, unlimited conversations, native ecommerce, 30+ integrations, API access, unlimited email sending, inbound webhooks and more.

<table data-full-width="true"><thead><tr><th>Sandbox Plan</th><th>Pro</th><th>Pro +</th><th>Business Plan</th></tr></thead><tbody><tr><td>1 Chatbot</td><td>1 Chatbot</td><td>1 Chatbot</td><td>5 Chatbots</td></tr><tr><td>200 Contacts</td><td>1000 Contacts</td><td>10,000 Contacts</td><td>11,000 Contacts</td></tr><tr><td>3 Channels</td><td>All Channels</td><td>All Channels</td><td>All Channels</td></tr><tr><td>1 Member</td><td>5 Members</td><td>5 Members</td><td>5 Members</td></tr><tr><td>Unlimited Chats</td><td>Unlimited Chats</td><td>Unlimited Chats</td><td>Unlimited Chats</td></tr><tr><td></td><td>Native ecommerce</td><td>Native ecommerce</td><td>Native ecommerce</td></tr><tr><td></td><td>All Core Features</td><td>All Core Features</td><td>All Core Features</td></tr><tr><td></td><td>OpenAI ChatGPT integration</td><td>OpenAI ChatGPT integration</td><td>OpenAI ChatGPT integration</td></tr><tr><td></td><td>API </td><td>API </td><td>API </td></tr><tr><td></td><td>Inbound Webhooks</td><td>Inbound Webhooks</td><td>Inbound Webhooks</td></tr><tr><td></td><td>Unlimited email sending</td><td>Unlimited email sending</td><td>Unlimited email sending</td></tr><tr><td></td><td></td><td>No branding</td><td>No branding</td></tr><tr><td></td><td></td><td></td><td>Pro Mini-apps</td></tr><tr><td></td><td></td><td></td><td></td></tr><tr><td>$0</td><td>$49/month*</td><td>$99/month*</td><td>$199/month*</td></tr></tbody></table>

### Additional  Contacts

If you need more Contacts users, you can simply add on as many as required via the billing panel.

Below is a table containing the current pricing for additional users.

<table data-view="cards" data-full-width="true"><thead><tr><th align="center"></th><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>Contacts</strong></td><td align="center"><strong>Price per month</strong></td><td></td></tr><tr><td align="center">+1000</td><td align="center">$5</td><td></td></tr><tr><td align="center">+10,000</td><td align="center">$30</td><td></td></tr></tbody></table>

### Additional Chatbots (Extra Bots)

Extra Chatbots are added to your current workspace. Billed at $5/Chatbot/month. If you require bulk additions, reach out to our support team.

### Additional members

Extra members are added to your current workspace. Billed at $5/member/month. If you require bulk additions, reach out to our support team.

<details>

<summary>Do you have a free trial?</summary>

Yes we do you can sign up for a 7-day full access trial&#x20;

</details>

<details>

<summary>What happens when my free trial is over?</summary>

When this happens you have two choices. Either upgrade to a paid plan or enjoy our free forever plan instead.

</details>

<details>

<summary>How does Email and SMS pricing work?</summary>

We don't charge you to send emails. It's FREE. You can connect through SMTP or Sendgrid or Gmail.\
\
For sending SMS, Flochat doesn't handle the billing for SMS, you can sign up directly with our service provider([Twilio](https://www.twilio.com/), [Telnyx](https://telnyx.com/) or [Message media](https://messagemedia.com/)), Check their official pricing for details.

</details>

<details>

<summary>Can I cancel at any time?</summary>

Yes you can without any issues. Just go to your billing section to cancel the plan.

</details>

<details>

<summary>What does 1 bot in Pro, Pro + plan means?</summary>

1 bot means 1 Facebook page or 1 whatsapp number or 1 Instagram account, etc. And we offer omni channel, if you put this 1 bot in the omni channel, you can build the bot that available in the 8 channels we support currently(Messenger, WhatsApp, Instagram, Wechat, Line, Viber, Google Business Messenger, Telegram)

You can read more [here](/help-center/platform/introduction/workspaces-and-members)

</details>


# Manage Add-ons & Credits – Guide

{% embed url="<https://youtu.be/SdB9XsxYwRg?si=t2jz9CkLNM6LZzc1>" %}

The **Manage Add-ons** feature in Rapidbott allows workspace owners to flexibly enable, disable, and manage paid add-ons using a **credit-based wallet system**, instead of rigid monthly subscriptions.

This ensures fair billing, transparency, and full control over add-on usage.

***

### 1. What Are Add-ons?

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWYO5EsuvprekspmEqaep%2FCleanShot%202025-12-23%20at%2013.46.45.png?alt=media&amp;token=8ae6c385-0374-4b30-895c-f559644b9776" alt=""><figcaption></figcaption></figure>

Add-ons are optional paid features that extend your workspace capabilities.

Examples:

* Additional Bots
* Inbound Webhooks
* Advanced Automations
* Extra Integrations
* Premium Features

Each add-on consumes credits based on:

* Its monthly price
* The number of active days within your billing cycle

***

### 2. Credits System (Important)

Rapidbott uses a **wallet-based credit system** for add-ons.

* **1 Credit = $1**
* Credits are stored at the **workspace level**
* Credits can be topped up anytime
* Unused credits never expire

This makes billing predictable and flexible.

***

### 3. Why Credits Instead of Monthly Subscriptions?

Add-ons are usage-dependent and often temporary.

Reasons we use credits:

* Different add-ons have different usage patterns
* Some users enable add-ons only for a short time
* Add-ons can be added or removed anytime
* Monthly subscriptions would make tracking complex

With credits:

* You only pay for what you actually use
* Unused value is preserved in your wallet
* No forced renewals

***

### 4. Workspace Renewal Date

Each workspace has a **Renewal Date** (billing cycle start & end).

This date is important because:

* All add-on charges are calculated within this cycle
* Prorated deductions depend on remaining days in the cycle
* Credits are adjusted based on this date

Example:

* Renewal Date: 1st of every month
* Billing cycle: 1st → 30th/31st

***

### 5. How Add-on Charges Are Calculated (Proration)

Add-ons are charged **proportionally** based on how many days they are active in the current billing cycle.

#### Example 1: Add-on Added at Start of Cycle

* Add-on price: $30/month
* Added on Day 1
* Charge: 30 credits

#### Example 2: Add-on Added Mid-Cycle

* Add-on price: $30/month
* Billing cycle length: 30 days
* Added on Day 16
* Remaining days: 15

Calculation:

```
30 ÷ 30 × 15 = 15 credits
```

Only **15 credits** will be deducted.

***

### 6. Removing an Add-on (Credit Refund Logic)

When an add-on is removed before the end of the cycle:

* Unused days are refunded back as credits
* Refund is calculated using the same prorated logic
* Credits are added instantly to the workspace wallet

This ensures:

* No loss of value
* Fair billing
* Full flexibility

***

### 7. Insufficient Credits Handling (Smart Check)

If you try to enable an add-on but don’t have enough credits:

* The system calculates how many credits are required
* You are shown the **exact additional credits needed**
* You can top up only the required amount

This avoids guesswork and failed activations.

***

### 8. Topping Up Credits

You can add credits anytime using **Top Up Credits**.

Key points:

* No minimum lock-in
* Credits are added instantly after payment
* Credits apply to all add-ons in the workspace

Recommended:

* Keep buffer credits to avoid service interruption
* Ideal for workspaces with active add-ons

***

### 9. Payment & Credit Validation (Behind the Scenes)

When you top up credits:

1. Payment is initiated (via Stripe or supported gateways)
2. Payment status is verified on the backend
3. On success:
   * Credits are added to the workspace wallet
   * Transaction is logged
4. Wallet balance updates in real time

Credits are never added unless payment is fully verified.

***

### 10. Where You Can See Everything

Inside **Manage Add-ons**, you can view:

* Active add-ons
* Credit balance
* Add-on prices
* Prorated credit usage
* Workspace renewal date
* Required credits for activation

This keeps billing **transparent and predictable**.

***

### 11. Summary

* Add-ons are flexible, not locked subscriptions
* Billing is based on actual usage (prorated)
* **1 Credit = $1**
* Unused credits are never lost
* Add-ons can be added or removed anytime
* Workspace renewal date controls calculations

This system is designed to be **fair, simple, and scalable** for all Rapidbott users.


# Introduction

### Get started with Rapidbott

You are about to start with your very own conversational assistant. To make sure you get the most out of your new Rapidbott, we have written this guide to help you get the best start with Rapidbott.

In this comprehensive guide we’ll give you an in depth tour through the Rapidbott platform where we will explain the most important features in great detail. We’ll teach you how to build your Rapidbott, set up your dashboard and we’ll show you how you can measure your success to optimize your customer service experience.

After reading through this guide, you’ll know everything about the Rapidbott platform and you can get the best results from your Rapidbott in no time!

{% embed url="<https://www.youtube.com/watch?v=INl94C6x5ms>" %}
Rapidbott Chatbot Builder
{% endembed %}

### **Step 1. Set your goals**

A good preparation is half the work, and defining your goals for your Rapidbott will make building one a whole lot easier. 👇


# Set your goals

We want to be sure you get off to a flying start. As the saying goes, to be prepared is half the victory, and the best preparation is knowing what you want to achieve. Therefore, the first thing we advise you to do is to decide on which goals you want to reach with your Rapidbott.

There are probably many things coming to your mind when thinking of goals for your Rapidbott . Here it’s important to consider when your Rapidbottwould be a success for you. Do you want to automate at least 60% of your FAQ’s? Or do you want to generate at least 20 new leads per week? Success can mean a lot of different things. To help you along, here’s a list of some of the most common goals for Rapidbott to achieve:

* Reduce incoming emails, phone calls or chats
* Reduce costs for the Customer Service department
* Let Customer Support agents work more effectively
* Increase customer satisfaction
* Reduce churn
* Growing your social media channels

Of course, your goals can be anything you want, so try to think of all the ways you want your new Rapidbott to have an impact on your business.

### **Measure your success**

When you've chosen which goals you want to achieve with your Rapidbott, you’ll also want to add the right KPI’s to your goals. After all, you want to be able to measure whether your Rapidbott has reached these goals or not. Some examples of relevant KPI’s are:

* Degree of automation
* Cost reduction
* Churn rate
* Number of new leads

Deciding on your KPI’s not only helps you measure the success of your Rapidbott, it also makes it a lot easier to know exactly where you can improve your digital assistant. In the [maintain success](/help-center/getting-started-guide/maintain-success) section of this guide we explain how you can keep track of your KPI’s in Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZKYx7KrN4dwAL7nRHQOb%2FScreenshot%202024-01-01%20115215.png?alt=media&amp;token=0e9a0f24-814f-4ef4-af0c-e5bfb35e15b2" alt=""><figcaption></figcaption></figure>

### **Step 2. Building your C**hatbot

Let’s start building your Chatbot! We’ll help you with the right preparations and guide you through the process of creating your automated conversations. 👇


# Building your Chatbot with Rapidbott.

Before you take the plunge and start building your chatbot, it’s a good idea to do some preparation first. Let’s begin with creating a flow.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2VYuS5QK0YrQlskq37gK%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_xU8ANiUTbTgSiweIRt2s_Image.webp?alt=media&amp;token=db002f40-813f-4acb-afba-96df7b7fa13d" alt=""><figcaption></figcaption></figure>

### Creating your story

The very first thing to do when building a chatbot is to decide what you want your chatbot to do. Think about which questions you want to answer, which information you want to give your customers, and how you want your customers to navigate through conversations. This overview of what your chatbot should be able to do, is called a scope, but to keep it easy. We like to call it creating a story. 😊

When you’re preparing your chatbot story, it’s good practice to divide your story into multiple versions. Version one could be a more basic version of your chatbot that answers the most frequently asked questions. After that you can move on to version two, where you can incorporate more specific questions and topics into your chatbot. Eventually you can go even further and move on to version three and maybe even version four where you can integrate your chatbot into other systems or add more [channels](/help-center/rapidbott-guide-for-beginners/channels).

It can be easy to dive in too quickly and lose track of what you’re doing and what you want to achieve. By using multiple versions of your chatbot story, you keep the implementation manageable and easy to oversee. Another benefit of working with multiple, smaller versions of your chatbot is that you can easily gather feedback in between versions. This way you can quickly and simply improve your chatbot as you go!

### **Conversational design**

With the story determined, you can finally start building your chatbot! So let’s talk about how you can construct your chatbot conversations. Let’s take a look at Conversational Design.

Now that you know which questions you want your chatbot to answer, it’s important to consider how customers might ask these questions and how they go about looking for the answers. When you’re building your chatbot, try approaching it from your customers’ perspective. Think about the way they navigate through your website, which topics they encounter and which questions might pop up along the way. With your customers’ journey in mind, it becomes a lot easier to construct a conversation around that.

Instead of immediately building conversations, it’s useful to sketch out the conversation flows first, either on paper or using digital flowchart tools. Sketching out your conversations first can greatly help you get a good overview of your customers’ journey through the conversations. This way you can easily see which decisions customers can make during a conversation and which questions they can get answered.

After you’ve mapped out your conversations and you have a clear overview of what your conversation will look like, you can start building your chatbot's in Rapidbott.

{% hint style="warning" %}
Warning. It get's addictive&#x20;
{% endhint %}

### Chatbot setup

To get started with your new chatbot, we have prepared additional guides below. But be sure to finish this getting started guide first.

{% content-ref url="/pages/l3eEwJPb6idp5Y5xHt7w" %}
[Platform Overview](/help-center/platform/introduction/platform-overview)
{% endcontent-ref %}

{% content-ref url="/pages/5JoCvIFOURH2AleBvwH5" %}
[Getting Started Checklist](/help-center/platform/introduction/getting-started-checklist)
{% endcontent-ref %}

### Conversations

As the name suggests, with the conversations you can create entire dialogues for your customers to have with your chatbot. Customers can start a conversation by asking a question to which the chatbot can reply and even ask follow up questions or perform follow up actions.

[Triggers ](/help-center/bot-automation/triggers)are forms of [input](/help-center/flow-builder/steps/question-step) from customers, used to start a specific conversation. In Rapidbott chatbot builder there are various types of trigger like: the start button and question variants. The start button is the first button customers can click inside the [website widget](/help-center/platform/website-chat) on your website. When customers click the button, the conversation you’ve associated the button with will automatically start.

If you make use of [Artificial Intelligence](/help-center/artificial-intelligencs/openai-or-chatgpt) in your chatbot, your customers can also trigger specific conversations in your chatbot by typing in questions. You can fill in the question you want to answer in this conversation, along with at least two variations on this question. These variations are used to provide your chatbot with context for the question and will help your chatbot be able recognise hundreds of other variations on this same question.

Your chatbot will be able to recognise the customers’ questions, regardless of phrasing or spelling, match it to the correct conversation and give the right answer.

After you’ve selected the trigger for your conversation, you can use the Action modules. These modules signify actions your chatbot can take in the conversation. For example, you can use the Text module to have your chatbot send a message to your customers. Attachments like [pictures](/help-center/flow-builder/steps), gifs or files can be sent using the Attachments module. And when you’ve created multiple conversations, you can connect them to each other by using the Link to conversation module.

Responses are ways your customers can interact with the chatbot during the conversation. After the chatbot has asked a follow up question, you can use the Response modules to create [multiple choice buttons](/help-center/flow-builder/steps/question-step#ask-for-choice) your customers can click. Or you can let your customers fill in an [input field](/help-center/flow-builder/steps/question-step) or one of your custom fields. Other response options include a [Calendar](/help-center/flow-builder/steps/question-step#ask-for-date-datetime) module for selecting dates, Checkbox answers for selections from a list or a [Feedback module](/help-center/contents/contents/customer-feedback-facebook) for asking your customers to rate their Rapidbott experience.

### Testing your chatbot

Once you’ve added a flow to your chatbot, it’s time to do some testing. This is an important part of building your chatbot, as this is the moment when your chatbot will actually[ test](/help-center/flow-builder/flow-builder-overview#preview-feature) what you just added.

Within your flow select the [Preview](/help-center/flow-builder/flow-builder-overview#preview-feature) option.&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVKkhmTvxGRzd5aGRyaYj%2FScreenshot%202024-01-01%20122622.png?alt=media&amp;token=23193d4f-7a29-41a3-8d1a-18d3a0fcdc36" alt=""><figcaption></figcaption></figure>

When you click the preview chatbot button, the chatbot will automatically start the flow. For the best option use the webchat view as it will display on screen.

Now you can navigate through your chatbot as if you were one of your customers. If you encounter anything that needs changing, simply go back to one of the previous steps to update your chatbot flow.

### **Launching your** chatbot

If you’re completely satisfied with your chatbot, the last thing to do is to activate it. This exciting step can be done by simply pressing publish and your chatbot is ready to meet the world!

{% hint style="success" %}
Note: You can create as many flows as you need, and also link them all together to create an amazing customer experience.
{% endhint %}

### Step 3: Maintain Success

Now that your chatbot is live, it’s important that your new digital colleague stays successful. 👇


# Maintain success

Congratulations! You’ve just successfully built your first chatbot! Now that your digital assistant is live and helping your customers, it’s important to make sure your chatbot stays successful. So let’s take a look at how you can monitor and optimize your new chatbot.

### **Monitoring & updating your** chatbot

Now that your customers are talking to your chatbot, you can monitor those conversations in real time, right from your dashboard and no matter what channel they come from. In the [livechat](/help-center/users/live-chat) section of your Rapidbott platform you can navigate to the left column where you can see the Live Chat.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FORQVVDKb8uQ2c5zH84TQ%2FScreenshot%202024-01-01%20130450.png?alt=media&amp;token=497b18d4-c9da-4a27-b0e6-f1f8722404d2" alt=""><figcaption></figcaption></figure>

When you open this tab, you'll be able to view all your customer chats in one place. To the left is the customer window where you can see or filter customer chat. In the middle section is where you can respond to the customer in real time. You can also send emails, voice, pre-designed flows and more. To the right hand side will be all the customer information 'this can vary depending on what channel they are coming in from. But the basic information stays the same.

For example you can view what channel they entered on, last interactions, gender and more importantly the important data that you maybe collecting in your custom fields or even information that's say on your Shopify channel. So it's very data driven which helps you really be personable to your customers at scale. you can read more about the live chat functions below:

{% content-ref url="/pages/Qi7ANH4Uu9VFfq8HxoJ3" %}
[Live Chat](/help-center/users/live-chat)
{% endcontent-ref %}

### **Measure with Statistics**

Monitoring conversations in real time only gives you a momentary view of your chatbot’s performance. To see the bigger picture and to keep an eye on your KPI’s, you can access the Rapidbott analytics. Simply navigate to the analytics menu in the left menu bar.

In the analytics overview, you can keep track of all the conversations your chatbot, or your agents, have had so far.

Some of the data points you can measure directly in your Rapidbott platform are:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4tSZbLAB6taWpr49ePK8%2Fimage.png?alt=media&amp;token=16bcf550-79f0-4a9e-a2c4-1c0f2b84a6c3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAX9RCXArrUldNdB3E4YN%2Fimage.png?alt=media&amp;token=de09beaa-92b7-4817-8715-6e59d443b1f2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Faz7VO0EYBve2yajmjRmb%2Fimage.png?alt=media&amp;token=52d48733-cdca-4f72-8d02-b23b0c31981f" alt=""><figcaption></figcaption></figure>

### Agent Analytics

If you have a team of agents working with you, then you can view the agent analytics even more so.&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAlnOlIazckVjtBploaxR%2FScreenshot%202024-01-01%20130911.png?alt=media&amp;token=1ff3dd6f-b485-46d2-a9f1-1f3bd5140cbf" alt=""><figcaption></figcaption></figure>


# Introduction

### **The** Rapidbott **guide for beginners**

Rapidbotts You’ve probably heard of them, maybe you even tried them out before. But what exactly is a Rapidbott? If you’ve always wanted to know how a Rapidbottworks, if and why you should use one, and how you can build your very own conversational assistant, we have created this useful guide for you!

In this complete guide, we’ll take you through the wonderful world of Rapidbotts and tell you all about the benefits and importance of automated conversations, the different types of Rapidbotts and we’ll tell you how you can build your own Rapidbott!

Of course we’ll also make sure you get a good understanding of the many different use cases and you can find some very useful examples of what the difference is between a Rapidbott and a good conversational assistant.

{% embed url="<https://youtu.be/INl94C6x5ms?si=o4AN2rU4YXgOWK01>" %}

### **Step 1. What is a** Chatbo&#x74;**?**

Let’s get started! And what better way to begin with the biggest question you might have: What exactly is a Chatbot? 👇


# What is a Chatbot

Phones ringing, new emails coming in non-stop and colleagues working round the clock to keep up. A familiar image to many. Phones ringing, new emails coming in non-stop and colleagues working round the clock to keep up. A familiar image to many. Customer Service as we know it today can be a cluttered mess. Customers who want immediate answers are reaching out through a variety of different channels. And all while service agents constantly feel like they’re one step behind. Luckily, there is a solution. A proven solution to this constant stream of incoming conversations is to automatically answer them, as soon as they come in. And what better way to automate than using your very own conversational digital assistant: a Chatbot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgwcBDompXLkrTJBUrnXi%2FAdd%20to%20Cart.png?alt=media&amp;token=0d110010-e472-456c-8ee1-99f79292699f" alt=""><figcaption></figcaption></figure>

### **But what exactly is a** Chatbo&#x74;**?** <a href="#but-what-exactly-is-a-chatbot" id="but-what-exactly-is-a-chatbot"></a>

Artificial Intelligence can seem like a complex and intimidating concept straight out of science fiction, reserved only for the largest and most innovative companies. But reality offers a much more positive outlook. Nowadays, AI is more accessible than ever and just about anyone can think of new ways to use this exciting technology. Conversational AI for chatbot is used to ensure your chatbot can not only provide answers, but can have an actual conversation with your customers, providing them with a natural and intuitive experience. This is achieved with the use of Natural Language Processing. Natural Language Processing is a method of AI which involves recognising words, interpreting sentences and understanding the intention behind asked questions. In a chatbot, this means that instead of selecting from a set of predetermined options, customers can simply type in any question they have and the chatbot will respond accordingly. Thanks to [artificial intelligence](/help-center/artificial-intelligencs/openai-or-chatgpt), variations in customer input are irrelevant as your chatbot can learn to recognise different phrasings of a question, spelling mistakes or synonyms. An AI-chatbot understands the intention behind the question and provides customers with the correct response.​

### **Hybrid** Chatbots <a href="#hybrid-chatbots" id="hybrid-chatbots"></a>

The true power of a successful digital assistant lies in the combination between Conversational AI and the easy and intuitive multiple choice options. By having the most frequently asked questions readily available in your chatbot as simple buttons to click, the majority of customers can be assisted in a matter of seconds. Customers with more complex or unique questions can simply type in what they’re looking for and the powerful AI will take over to provide the answers.But what if your chatbot doesn’t know the answer to a question yet? That’s when your chatbot becomes a true part of your service team. These questions will automatically be forwarded to an available colleague while the unknown question is saved, so it can be later added to the chatbot. The service agent receives a warm handover with a complete overview of the customer, so they can jump in right where the chatbot left off. This is how your customers are provided with an excellent service experience, and your team has more time to focus on complex questions instead of just responding to FAQ.

### **Step 2. Channels** <a href="#step-2.-channels" id="step-2.-channels"></a>

Now that you know what a chatbot is, let’s take a look at the different channels you can use to automate your conversations. 👇


# Channels

These days, there are a multitude of conversational channels your customers use regularly. Besides a website, channels like WhatsApp, Instagram or Facebook Messenger are vitally ingrained in the daily lives of many people. The ability to contact businesses through these channels is becoming more important every day. Of course, if customers want to reach your company using these channels, your Rapidbott has to be there as well!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2Kq36ZeixAmA7TXP9Cwo%2Fomni%20channel%20support.png?alt=media&amp;token=de53dec1-0b58-494f-b80a-77e7c7b1754d" alt=""><figcaption></figcaption></figure>

### Website chat

Perhaps the most recognisable way to put a Rapidbott in action is on a company's website. The well known chat window in the corner of the website has been a familiar sight for a while now and is still a very effective way for customers to get in touch with companies.

The easy to use and low effort chat widget on a website has one major benefit for customers: they’re able to contact a company while they are navigating the company website. Because most customers’ questions arise while they are browsing the website, the Rapidbott can be of direct assistance and can answer any questions immediately, so the customers can move through their customer journey quicker and more efficiently.

Another upside of a Rapidbott in a website widget, is that the look and feel of the Rapidbott are highly customisable. By matching the image of the Rapidbott to the rest of your website, your Rapidbott becomes an extension of your brand and can greatly enhance the customers’ experience on your website.

{% content-ref url="/pages/pTuEMcsCzG7KSqkqDYLf" %}
[Broken mention](broken://pages/pTuEMcsCzG7KSqkqDYLf)
{% endcontent-ref %}

### **Facebook & Instagram**

Being the largest of the social media platforms, Facebook and Instagram are valuable tools for many companies. And where many businesses already have active Facebook and Instagram pages, Facebook Messenger and Instagram Direct Messages become ever growing sources of customer contact. Time for your Rapidbott to step in!

Implementing a multi-channel Rapidbott may seem like a challenge, but with the convenience of a full-fledged Rapidbott platform it becomes as simple as clicking a button! Once you have connected your[ Facebook](broken://pages/wGNLWvRLXhDxPceDVS6a#facebook-and-instagram) and Instagram accounts to your Rapidbott platform, you can simply publish the same Rapidbott from your website on Facebook and Instagram. This way, you can offer the same, consistent service experience from your website, immediately into the direct messages on Facebook and Instagram.

From a customer perspective, it makes even more sense to make your Rapidbott available on Facebook Messenger and Instagram Direct Messages. Many people are already familiar with the conversational interface where they can type in any message and here your AI Rapidbott fits in perfectly. Questions are recognized and answered immediately, while your customers never have to leave the Facebook or Instagram environment.

{% content-ref url="/pages/wGNLWvRLXhDxPceDVS6a" %}
[Broken mention](broken://pages/wGNLWvRLXhDxPceDVS6a)
{% endcontent-ref %}

### **WhatsApp**

Nowadays, WhatsApp is by far the most used messaging service in Europe and most of the rest of the world. With millions of people using WhatsApp every day, it is quickly becoming an important part of customer service. As a business, being available on WhatsApp allows you to offer customers an easily accessible way to communicate using a service they are already familiar with. A perfect opportunity for automation!

As with other channels, implementing your Rapidbott in WhatsApp can be done in seconds. Once you have built your Rapidbott, you can simply connect your [WhatsApp Business](broken://pages/Cdn50PFFKvamiAiHis75) account and your Rapidbott is ready to go live!

Once your Rapidbott is live on WhatsApp, it’s easy to see the benefits of this implementation. The powerful Conversational AI allows customers to start conversations, ask any questions they want and have them answered instantly. And because your Rapidbott never sleeps, your customer service is available 24/7. Especially useful for those late night conversations!

### We also support 15 more channels 👇

{% content-ref url="/pages/8p02bVCFUboAdi9TULEO" %}
[Broken mention](broken://pages/8p02bVCFUboAdi9TULEO)
{% endcontent-ref %}

### **Step 3. Benefits & importance**

By now you might wonder why you should use Rapidbotts. Let’s have a look at the importance of a Rapidbott and find out why your customers want them. 👇


# Benefits & importance

Now that you know what a Rapidbott is, you might wonder why your company should use one. Let’s take a look at the importance of an AI Rapidbott and find out why your customers want one.

We are all familiar with the fact that customers are more demanding than ever. We notice it every day when we see the constant stream of conversations flooding your customer service. If we take a deeper dive into these conversations, we see that the majority of these asked questions are mostly the same. When left for your colleagues to answer, you’ll find that they spend most of their time typing the exact same responses, over and over again. Even worse, most of these answers are available on your website as well, but we often see that customers either can’t find them or don’t read them. A simple enough reason to automate, right?

But let’s look further. Besides having to type the same messages all day, it can take your colleagues considerable time handling and closing these conversations. Every second you’re spending with one customer is one more second another customer has to wait. And with ever shrinking attention spans, losing customers due to long waiting times is a very real danger.

By implementing a Rapidbott, you can be assured that your customers receive their answers instantaneously and at all times of the day. Your new digital assistant will give the rest of the team more time to breathe and they can focus their efforts on more complex conversations requiring their expertise, which are automatically forwarded by your Rapidbott. Talk about teamwork!

**“What about personal service? Won’t we lose that?”** A question almost everyone asks when discussing Rapidbotts, and rightfully so. By now it shouldn’t come as a surprise to learn that a good Rapidbott has got that covered as well. Personalizing interactions is an extremely useful addition to your Rapidbott that goes far beyond personality templates and reusing input fields.

By [integrating](broken://pages/pe03pr6ozneDtckZ9xhq) your Rapidbott with your CRM system or back-end, customer data can be accessed in real time and used in Rapidbott conversations. Recognizing returning visitors, retrieving order data or scheduling appointments are just some of the many possibilities of a fully integrated Rapidbott. A personal touch was never this easy!

### **Step 4. Use cases**

There are many ways to put your Rapidbott to use. We’ll show you some of the most useful use cases for your Rapidbott. 👇


# Use cases

We now know why you should use an intelligent Rapidbott, so let’s take a deeper look into how you can use your AI Rapidbott. There is of course an unlimited number of ways you can use a Rapidbott, but we are going to highlight the three most common use cases.

### **Customer service**

Probably the first department to come to mind when thinking of implementing a Rapidbott is Customer Service. Because service teams are often overwhelmed with customers asking questions at all times of the day, it becomes easy to understand how a Rapidbott can make a difference here.

In the case of customer service, your Rapidbott would be primarily focused on recognising the most frequently asked questions and providing the correct answers to them. Implementing this kind of Rapidbott would seem like it’d be as simple as loading your FAQ’s into the knowledge of the Rapidbott, but in reality there’s more to it.

Excellent customer service is not just about answering questions, but also about understanding your customers’ needs and guiding them to the solution best suited to them. Conversational is the key here, as oftentimes the real solution someone is trying to find goes beyond just the first question they ask.

Just like a real life agent would do, your Rapidbott can also ask follow up questions to better understand the underlying problems and provide a fitting solution. So when designing a Customer Service Rapidbott, it is important to consider the conversational side of the conversation. Think about how your customers ask their questions, how colleagues would respond to them and how customers would like to be guided through the appropriate steps.

### **Lead generation**

Where the classic example of a Rapidbottgoes above and beyond for your customers, a more recent trend puts your Rapidbott to use for your Marketing and Sales teams as well. With the proper setup, a commercial Rapidbott can easily bridge the gap between service and sales.

**Picture this:** your customers are browsing your website, looking for the right information. To help them along, your Rapidbott steps in and guides them through the wealth of information. But instead of leaving them with the answer to their questions, the conversation goes one step further. Right at the moment when your customers are satisfied with the service they received, your digital assistant asks one more important question: “Would you like to receive more information about this?” or perhaps “Can I help with a quote for the products you just found?”.

Your Rapidbott proceeds to ask them all the details you want to know; name, contact information, interests, maybe even about budgets. All this information is then shared with your Marketing and Sales teams, increasing the count of your fully qualified leads. Your colleagues can now continue with their Sales funnel, as they have a complete package of information, ready to use in their follow up.

**How about this!** : Imagine being able to get leads and sales just from a comment on Facebook or even from an Instagram story 😮 With today's advancements of AI and Rapidbotts, your Social media visitors can simply comment on your social media posts and either be sent a message/DM to continue their journey through your pre-made flow, or use AI to take over and respond directly in the comments to answer any support questions they may have. We can't wait to show you the enormous potential you're about to discover! Hint, imagine being able to follow up with abandoned carts right in the comments section from your Facebook ads and offer them a custom discount coupon to get them to purchase from you in seconds... We are just touching the surfaces here!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCPeH8UHpE4OQV9ZBdNBb%2FCapture.png?alt=media&amp;token=4fd771f2-79e7-44b6-af7c-43962890b454" alt=""><figcaption><p>Automated Facebook Comment Support | Flochat</p></figcaption></figure>

### **HR & recruitment**

A newer, interesting use case for Conversational AI combines the strengths of service Rapidbotts and commercial Rapidbotts, creating a powerful digital assistant for your Human Resources department.

Where service is usually focused towards your customers, it is important not to forget that your colleagues are in need of service too. Ask any HR manager and they’ll tell you that they too are sometimes overwhelmed with questions from their colleagues. Holidays, contracts, overtime or payments are just a few of the topics your colleagues can have troubles with. Here it becomes easy to see how your Rapidbott can come to the rescue.

When implementing an HR Rapidbott for internal service, your colleagues can be provided with answers to all their questions instantly. Further actions can be then taken by your Rapidbott to automate even more processes and alleviate most of the pressures your HR department is currently experiencing.

Sales is not the only team benefiting from lead generation. When your business is growing, new positions are opening up all the time, and it can be a challenge to find the right people to fulfil these new roles. In the same way your Rapidbott can generate new commercial leads, new applicants for your job openings can easily be qualified by asking the right questions automatically.

By asking questions about experience, education, salary expectations or skills, your Rapidbott can easily eliminate unqualified candidates and provide your HR department with only the right people for the job. Your colleagues can then spend their valuable time interviewing the qualified candidates to find the right match for your company.

Be sure to check out the Flochat getting start guide


# Introduction


# How to start free trial

Getting Started with Rapidbott's Free Trial

{% embed url="<https://rapidbott.com>" %}

* [x] Click on any button via the website. <mark style="color:green;">**`https://rapidbott.com`**</mark>
* [x] Navigate through the sign up form then add your Workspace Name, Name, Email address and Password and Click on Register
* [x] We will then send you a confirmation email containing your access link.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FI1x1D6ijIZrZMr79uHUQ%2FScreenshot%202024-01-28%20182743.png?alt=media&amp;token=c9e53c53-88bb-40dc-a708-f8c278420155" alt=""><figcaption></figcaption></figure>

### Confirmation email

As mentioned, once you receive your confirmation email containing your unique account set up details, log in and you will then be able to access the Rapidbott builder dashboard.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZ0p5eMQee9S2l42rT3V9%2FScreenshot%202024-01-28%20182911.png?alt=media&amp;token=f198371b-fabc-40bb-b9ab-69fca043d4bd" alt=""><figcaption></figcaption></figure>

Now you can access your workspace to start creating your story flows. See how to connect your favourite channels [**here**](broken://pages/8p02bVCFUboAdi9TULEO)

Below is an image of the first screen you will see, this is the main Rapidbott dashboard. See the full overview [**here**](broken://pages/CJYvatUiHy9zl4i4ZkN9)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb5Z5Wvq1xuvX0j5QlPJP%2FScreenshot%202024-01-28%20183750.png?alt=media&amp;token=8413121e-3a22-444e-8a0c-6c0910fe0991" alt=""><figcaption></figcaption></figure>


# Forgot Password

If you have forgot your password and need to reset, tap the button below.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHoceRUtClrD9qIppH9SJ%2FScreenshot%202024-01-28%20183929.png?alt=media&amp;token=9527b4d7-1885-4d43-bed7-c6877fcb7623" alt=""><figcaption></figcaption></figure>

* [x] We will send a password reset link to the email address you originally registered with.


# Getting Started Checklist

Firstly, welcome to Rapidbott 👋 be sure to tell your friends about us too

It can be complicated when discovering a new platform or if you're transitioning from another Rapidbott platform you'll notice how much better we actually are!&#x20;

Follow this simple getting started guide/checklist, so you can get off to a confident start 🚀

### Creating your workspace profile

So this is a great opportunity to add your logo and some other simple things. Lets start by navigating to the workspace settings tab located on the left side of the dashboard 👇

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7nC6CayJnLyUXR7Hzlqd%2FScreenshot%202024-02-22%20124504.png?alt=media&amp;token=101ec94d-33b6-4c5f-9ff1-4f0da4319fde" alt=""><figcaption></figcaption></figure>

#### Adding your workspace logo

Simply upload your logo image file in the display below. This is great to help identify your workspace, and also if you are an avid content creator your viewers will see it too. Great for a little personal branding 💁‍♀️

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fgll4HO22VFQIZJq4mqGC%2Fimage.png?alt=media&amp;token=2ade75f2-663f-4084-b391-92840f26a5a1" alt=""><figcaption></figcaption></figure>

#### Adding or changing your workspace name

Chances are you already have a workspace name selected. If you need to change it you can. This help identify your workspace by name when searching if required.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtbQkOgZahGQQy8kDIQ1a%2Fimage.png?alt=media&amp;token=b149da42-56ad-4c74-934a-7b2aaf515264" alt=""><figcaption></figcaption></figure>

#### Adding your timezone

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTu2EgjGnF7jqPq4C5grR%2Fimage.png?alt=media&amp;token=b6207921-70fd-41a6-b05f-6cfd9bd42b07" alt=""><figcaption></figcaption></figure>

There are multiple timezones to select from 👇

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fzi3j62sokMKBZK1a1Mkw%2Fimage.png?alt=media&amp;token=1bb2b8fb-4c7b-40bd-abc9-f4e1fd8a63a8" alt=""><figcaption></figcaption></figure>

### Setting up your dashboard display

We have numerous options available for you, so you can set up a visual display to your own liking. Just like selecting dark mode, but way cooler. For a nice theme and easier to use if you're just getting started out select the **Jelly Bean** Theme.

View all themes [**here**](broken://pages/2G26UkS4xVYNi4i0u1vW#available-themes)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjJBdJSSG47a5HZ1eTUGS%2Fimage.png?alt=media&amp;token=8a3f3aed-5ae4-430d-8d2a-88ea889f29be" alt=""><figcaption></figcaption></figure>

<figure><img src="broken://files/qg7sv0VWSTFDoy5nIUd8" alt=""><figcaption></figcaption></figure>


# Platform Overview

### Overview <a href="#overview" id="overview"></a>

After logging in, your dashboard will look like the image below. Feel free to explore it!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FxQbzD6MUyBUzeqi8EbQC%2FUntitled%20design(23).png?alt=media&amp;token=2a8897f0-a1f2-4298-a646-be50ca4c3361" alt=""><figcaption></figcaption></figure>

## Dashboard <a href="#dashboard" id="dashboard"></a>

The dashboard shows you an overview of your workspace (team).&#x20;

To the left is your main tools task bar where you can navigate to your selected Rapidbotts, add your integrations and more.

At the bottom there are 3 areas:

**Video tutorials:** So you can learn about different aspects of the builder.

**Community:** Keep up to speed with our dedicated community where you can collaborate with other Rapidbott users and get support when required.

**Help center:** Here you can access our help documentation, additionally you can click a link on the side tool bar to remain in one dashboard.

### Bots <a href="#bots" id="bots"></a>

Currently, Rapidbott supports 12 types of channels. Facebook, Instagram, Telegram, Slack, WeChat, WhatsApp, SMS, Voice, Google, Line, Viber and Vk.  [Setup & Create Bot](broken://pages/8p02bVCFUboAdi9TULEO).

### Support chat

To the bottom right you can access our live and ai assisted support chat

### Integrations <a href="#integrations" id="integrations"></a>

Here is where you manage all your integrations including your phone numbers, installed mini-apps, and other third-party services. Check the "[Integration](broken://pages/pe03pr6ozneDtckZ9xhq)" document for detailed guidance accordingly.

### Ecommerce <a href="#ecommerce" id="ecommerce"></a>

Ecommerce section is for managing an e-commerce system for the whole workspace. Your products information can be used across all channels and all Rapidbotts. Also, orders from any channel any Rapidbott will be listed here.

### Workspace Settings <a href="#workspace-settings" id="workspace-settings"></a>

Workspace settings allow you to edit workspace profiles, manage all the members in your workspace as well as the channels settings.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsOrn4fHGenlcram6yIxH%2FScreenshot%202024-02-22%20130555.png?alt=media&amp;token=e70651c4-9978-44bf-b9a6-42363c71ceaa" alt=""><figcaption></figcaption></figure>

* **Workspace ID**: A dedicated number to allocate your workspace
* **Name**: Your workspace name
* **Timezone**: Set your specific timezone settings
* **Default Flow Theme**: Change the visual layout of your workspace

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FITpE22zbg423llMG8nRx%2Fimage.png?alt=media&amp;token=55be00b8-0c6f-40e4-b6d3-c7c357c26277" alt=""><figcaption></figcaption></figure>


# Workspaces & Members

As mentioned previously, workspaces are seen as a team while members/users are the people working in the team.

{% hint style="info" %}
A workspace can have many members and a member can join many workspaces in different roles.
{% endhint %}

## Workspace Limitations <a href="#workspace-limitation" id="workspace-limitation"></a>

Generally, a workspace is designed for one business and it organizes all the resources for the business, such as payment accounts, email sender profiles, products information, etc.

Each workspace has it's own **billing** and limitation on **members**, **bot users** and **bots** amount (fees applied for flexible add-ons).

#### 1 workspace can connect to:

* only 1 **omni** bot (8 channels)
* only 1 **Facebook** account
* only 1 **Google** account for **Google My Business**
* only 1 **Google** account for **Google Sheet**
* only 1 **Google** account for **Gmail**
* only 1 **Google** account for **Dialogflow**
* only 1 **Intercom** account
* only 1 **Stripe** account
* only 1 **PayPal** account
* only 1 **Cloudinary** account
* only 1 **Calendly** account
* only 1 **MongoDB Cloud** account
* only 1 **Twilio** account
* only 1 **SignalWire** account
* only 1 **Message** Media account
* only 1 **SendGrid** account
* only 1 **MailChimp** account
* up to 10 **SMTP** profiles (SMTP email sender)

{% hint style="info" %}
Moreover, 1 workspace can download each mini-app only once. For example, you download a WooCommerce mini-app and connect your workspace to a WooCommerce account, you are unable to download it again for connecting another WooCommerce account. Unless the app developer design it to be connecting more than 1 account.
{% endhint %}

You are allowed to connect your workspace to only 1 Facebook/Google(for Google My Business) account but you can create bots for more than 1 Facebook Page / Google Business.

### Connect to Multiple Facebook Pages / Google Businesses <a href="#connect-to-multiple-facebook-pages-google-businesses" id="connect-to-multiple-facebook-pages-google-businesses"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4sJTKE5jlMXShT6UuP26%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_07BDbDJCQ140iS2N6q73_workspace1.webp?alt=media&amp;token=a627b578-bd91-4dbd-906e-588d1a095a9d" alt=""><figcaption></figcaption></figure>

You can connect to any Facebook Page / Google My Business and create bots for them as long as **you are the owner / admin** of those pages / businesses.

When you connect to your Facebook account, make sure you select all the pages that require management and there you go. For example, you wanted to build bots for your clients, simply have your clients invite your Facebook account to be an admin of their Facebook pages.

Same for Google My Business, have your clients invite your Google account to be an admin of their businesses and then you can build Google bots for them.

### Should I use different workspaces for different business? <a href="#should-i-use-different-workspaces-for-different-business" id="should-i-use-different-workspaces-for-different-business"></a>

It's of your own choice.

## Workspace Settings <a href="#workspace-settings" id="workspace-settings"></a>

### Workspace Profile <a href="#workspace-profile-timezone" id="workspace-profile-timezone"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJNu4jRPjukg14LtsoY70%2FScreenshot%202024-02-22%20130555.png?alt=media&amp;token=44dcf9bb-6c9b-49e3-a3c5-e84b39e0adf2" alt=""><figcaption></figcaption></figure>

To edit the profile of your workspace, click **Workspace Settings** and **profile** in the above screenshot. You can change your logo, workspace name, timezone and default flow theme.

{% hint style="info" %}
The timezone setting of a workspace will affect how your bot process time value. For example, the system value "BOT\_CURRENT\_TIME" is different when you have different timezone settings. Moreover, system value "NOW" and "TODAY" is based on bot users' timezones, if they don't have a timezone in profile, workspace timezone is used.
{% endhint %}

### Workspace Management <a href="#workspace-management" id="workspace-management"></a>

On the upper left corner of your dashboard, click a workspace name to switch to the workspace. By clicking **view all workspaces**, you will jump to the workspace management page:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5bofoRdwJje43yLw1i2Q%2FScreenshot%202024-02-22%20131152.png?alt=media&amp;token=699b13a0-b504-4f30-b4ac-68bbac41fa32" alt=""><figcaption></figcaption></figure>

Here you can see all the workspaces you've joined.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1LBdy0ybAz6ygo67s6P3%2FScreenshot%202024-02-22%20131351.png?alt=media&amp;token=27bb02a0-e3cf-4799-a42b-c43f8b5d1f16" alt=""><figcaption></figcaption></figure>

### API Keys <a href="#api-keys" id="api-keys"></a>

You can access the "API Keys" page from area 1 in the below screenshot.

Select a workspace and a flow to create an API key to access the flow from API calls.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7r9TYaIinRBV4kP8xcOX%2FScreenshot%202024-02-22%20131520.png?alt=media&amp;token=95023ca5-4e2e-406b-a4b5-2ec12680ce01" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/L7Xn8otZwodQOESqk4nI" %}
[Rapidbott API](/help-center/developers/rapidbott-api)
{% endcontent-ref %}

### User Settings <a href="#user-settings-timezone" id="user-settings-timezone"></a>

In the upper right corner, click your user name and "Your Settings". Moreover, you can find support links here. For example, try "Quick Tour" to get familiar with your dashboard!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHc2YPCT13xX3XyPPRhHz%2Fimage.png?alt=media&amp;token=4bd059f7-a632-4d7d-946e-2c5f289b064f" alt=""><figcaption></figcaption></figure>

### Members and Roles <a href="#members-and-roles" id="members-and-roles"></a>

Each "Rapidbott account" is to be seen as a person/user. Members are all the people that have limited or full access to the workspace. There are 3 types of roles, **Owner, Admin and Member**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyqrphO3JCaEiRDuBlXw4%2Fimage.png?alt=media&amp;token=9d51e270-f935-47ee-ab38-05c2b2776e5a" alt=""><figcaption></figcaption></figure>

The first user who creates the workspace becomes the only owner of the workspace.

#### Member has limited access to the account. A member can <a href="#member-has-limited-access-to-the-account-a-member-can" id="member-has-limited-access-to-the-account-a-member-can"></a>

* View and edit all flows
* View analytics

#### Admin has limited access to the account. An admin can <a href="#admin-has-limited-access-to-the-account-an-admin-can" id="admin-has-limited-access-to-the-account-an-admin-can"></a>

* Have all features with Member
* Manage channel connections (add numbers, agents, connect pages, etc)
* Manage all integrations
* Manage the ecommerce system
* Manage templates
* Manage mini-apps

#### Owner has full access to the workspace. Owner can <a href="#owner-has-full-access-to-the-workspace-owner-can" id="owner-has-full-access-to-the-workspace-owner-can"></a>

* Have all features with Admin
* Manage workspace profile
* Manage members in the workspace (invite, delete, edit role)
* Manage subscription and payment

### Invite, Delete & Edit Role of Member <a href="#invite-delete-edit-role-of-member" id="invite-delete-edit-role-of-member"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0bJWw3NVvw5eTWwAzK2N%2Fimage.png?alt=media&amp;token=96be0b8c-76bd-423c-bd97-9bac5e26fa80" alt=""><figcaption></figcaption></figure>

(Owner Only) Follow steps 1, 2 and 3 in the above screenshot to send out an invitation to a new member with his/her email address and role setting.

If the new member is already a user, he/she can accept the invitation in the notification center (the bell icon in the upper right corner).

If the new member is not a user yet, the invitation email will contain a link to set up a new password. Once set up, the member can then also log into the workspace with their own login details.

### Edit Role of Members <a href="#eidt-role-of-members" id="eidt-role-of-members"></a>

(Owner Only) You can assign a role at the time you invite new members or edit it later on the member page. Click on the gear icon to change the role of a member.


# Platform default limits

What are the Platform default limits?

Below you will find the default platform limits. some can be increased according to a connected paid addon..

| Topic                                                                                                        | Limit                                                                                                                                                                                                                                             |
| ------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Max execution time                                                                                           | 40 seconds                                                                                                                                                                                                                                        |
| Max Step Points                                                                                              | 80 points                                                                                                                                                                                                                                         |
| [Default timeout for external request](/help-center/bot-add-ons/bot-add-ons#external-request-timeout-period) | 15 seconds                                                                                                                                                                                                                                        |
| [Default timeout for OpenAI action](/help-center/bot-add-ons/bot-add-ons#openai-timeout-period)              | 30 seconds                                                                                                                                                                                                                                        |
| Rapidbott Native Object Storage Limit                                                                        | 1 Gb                                                                                                                                                                                                                                              |
| Max Total Nodes                                                                                              | 2000                                                                                                                                                                                                                                              |
| Smart Delays                                                                                                 | 100 per user per 24 hours                                                                                                                                                                                                                         |
| [Max Inbound Webhooks Requests](/help-center/bot-add-ons/bot-add-ons#inbound-webhook-limits)                 | 500 per 24 hours                                                                                                                                                                                                                                  |
| Max OpenAI Embeddings                                                                                        | 500                                                                                                                                                                                                                                               |
| Rapidbott API Requests                                                                                       | 1000 per hour                                                                                                                                                                                                                                     |
| Googlesheet filter limit                                                                                     | Up till 5000th entry                                                                                                                                                                                                                              |
| Googlesheet API limit                                                                                        | 3 requests per second                                                                                                                                                                                                                             |
| Broadcast error rate limits                                                                                  | No more than 100 errors within 5 mins                                                                                                                                                                                                             |
| Chat history across all channels(send from user)                                                             | 4 months                                                                                                                                                                                                                                          |
| Chat history across all channels(send from bot)                                                              | 3 months                                                                                                                                                                                                                                          |
| Max file upload size limits                                                                                  | 10MB                                                                                                                                                                                                                                              |
| Media file size storage limits                                                                               | 100MB(free plan); 1GB(paid plan)                                                                                                                                                                                                                  |
| WhatsApp Media File Expire date                                                                              | For Cloud API, data is stored for 30 days by default. By default, we provide S3 storage for permanent access. If you prefer to use your own S3 storage, connect it from your workspace, and once verified, it will override our storage settings. |
| Total Date/Time triggers                                                                                     | 50 per bot                                                                                                                                                                                                                                        |


# Integrations

Rapidbott has integrated with various third-party applications that you are familiar with, including:

<table><thead><tr><th width="251">Application</th><th>What service do they offer</th></tr></thead><tbody><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FdwPIph60MOxktP64adH5%2Fimage.png?alt=media&amp;token=93474346-ce7a-4049-80ad-324ea8040e89" alt=""></td><td>accept payments <a href="/help-center/platform/introduction/integrations/stripe">Stripe Link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVjAFpxOZIno4PZMQCnfD%2Fimage.png?alt=media&amp;token=d7c2cee8-373e-4127-a790-3efa843201f7" alt=""></td><td>accept payments <a href="/help-center/platform/introduction/integrations/paypal">PayPal</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeDydv0Z9BgpwIMdgeN6g%2Fimage.png?alt=media&amp;token=18408dd6-5582-4b98-b8f0-7b85d71ee2dd" alt=""></td><td>manage images, audios, videos and files <a href="/help-center/platform/introduction/integrations/cloudinary">Cloudinary</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FRqkViMfMX4O2BTw1YH8P%2Fimage.png?alt=media&amp;token=2248087d-2cd9-490c-806a-72574f839b30" alt=""></td><td>manage customers/products/discount <a data-mention href="broken://pages/lcB02phbVU7arlNhm7iv">Broken link</a></td></tr><tr><td>  <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FuVVpl9OT9ehuuUwmWKhG%2Fimage.png?alt=media&amp;token=34361714-cc17-41a9-9ac9-a992fa590403" alt=""></td><td>manage Facebook businesses and product catalog <a data-mention href="broken://pages/oX4YK3Ad3MYwwETRo6sK">Broken link</a></td></tr><tr><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMhpUZY9lBCOhsAV06kpn%2Fimage.png?alt=media&amp;token=17f9baef-b9f5-437e-aa8f-f5c2e4887154" alt=""></td><td>book appointment <a data-mention href="broken://pages/oPmMBTCQacMj9TQPdhKO">Broken link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtWHh9299ysPAPaDEtljg%2Fimage.png?alt=media&amp;token=d9cff83c-c806-4375-8672-54f47ce099a6" alt=""></td><td>send notification <a data-mention href="broken://pages/2PbaqRom4BmOyp2835V0">Broken link</a></td></tr><tr><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fnvu45owDMhgDhxNYIyyE%2Fimage.png?alt=media&amp;token=d6745e2c-67b7-458d-9a0c-aacbd75a9e83" alt=""></td><td>manage user data <a data-mention href="broken://pages/TVTwMmAT6CldHCoBFG1i">Broken link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FW0uyieZjRXehPfeNsCIA%2Fimage.png?alt=media&amp;token=ac9c6bff-1da3-431a-9330-24f3b31c659e" alt=""></td><td>manage user data <a data-mention href="broken://pages/cTmSLgP1RmsTqKbGiibd">Broken link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSAM1kDQX71sdpipeml2e%2Fimage.png?alt=media&amp;token=124950e0-430d-40c3-8d31-fa1d84ef3522" alt=""></td><td>provides phone number <a data-mention href="broken://pages/ZRT8iutfJPZFcSKZufyh">Broken link</a></td></tr><tr><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZbhBzrvMuY30MYY5TIsx%2Fimage.png?alt=media&amp;token=22835010-5846-4718-8f15-d8f43279daf6" alt=""></td><td>provides phone number <a data-mention href="broken://pages/apHMkFSMWs72D5QVSEVY">Broken link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHXEpR3aWmHg17yAvyyEP%2Fimage.png?alt=media&amp;token=d9ef4ed3-7556-4a99-b256-44a37dfc401c" alt=""></td><td>send emails <a data-mention href="broken://pages/UDhKmrywvvqx8ra8ABhh">Broken link</a></td></tr><tr><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJQDa3zHQFpEjgU8IkJCN%2Fimage.png?alt=media&amp;token=9b149d54-be03-42b4-9b89-da8f9e0692b3" alt=""></td><td>customer relationship management mailchimp<a data-mention href="broken://pages/7XJKBc0iv9hga2hzuEtU">Broken link</a></td></tr><tr><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0yj7vr89HYAxyFl1ewcg%2Fimage.png?alt=media&amp;token=11e29303-243e-421b-8445-5d57b3852962" alt=""></td><td>serve your users by video/call <a data-mention href="broken://pages/NM5rSQY71lRvGbyiQZEC">Broken link</a></td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FzattGLHLfJ1xpgxGE9C9%2Fimage.png?alt=media&amp;token=f8596e9a-c6e1-4595-8ea9-c2ea0d2ca9ca" alt=""></td><td>customer support / live chat integration </td></tr><tr><td><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fa8AvyEnh4Vug8SmSp3mi%2Fimage.png?alt=media&amp;token=9a8fecd1-c39b-48fa-8263-80e88da2f211" alt=""></td><td> Customize your own integration with <a href="/help-center/mini-apps/what-is-mini-app">Mini-Apps</a></td></tr></tbody></table>


# Stripe

With Stripe, you can accept payment from users via

* Card
* Alipay
* WeChat Pay

### Setup Stripe <a href="#setup-stripe" id="setup-stripe"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjDoYbSgitZTEHbnnlK9S%2FScreenshot%202024-02-22%20131834.png?alt=media&amp;token=7c45c78c-cc13-4e8e-8c75-9d4ef4bffc02" alt=""><figcaption></figcaption></figure>

More Stripe documentation information


# PayPal

Add your PayPal account into your workspace. To find your PayPal integration go from your main dashboard and select Integrations from the left-hand menu. Then select PayPal from the list

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOnv4jbnJmswDCPfISQaO%2FPayPal.png?alt=media&amp;token=bb95ef56-f7dd-4bc8-8b50-f0188d2d46ae" alt=""><figcaption></figcaption></figure>

We have **live mode** and **sandbox** available for you.

### Login to your PayPal developer account <a href="#login-to-your-paypal-developer-account" id="login-to-your-paypal-developer-account"></a>

To fetch your credentials login to your PayPal account and then head to your [developer dashboard (opens new window)](https://developer.paypal.com/developer/applications)

You will get a similar overview like this;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeYljsDVcK2UFNUj5sqb8%2Fpaypal2.7d7052d2.png?alt=media&amp;token=89c00e07-5f7c-4cdb-b7ad-0788bf8cdb84" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Be sure to select a mode first before creating an app to receive your credentials. Once pressed you will be taken to the page where you can create your app.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYClj4sCkzOsqVV8Lwrqp%2Fpaypal3.8a8aa6da.png?alt=media&amp;token=ebe1538f-8e5c-4df8-8973-2d29345ed78e" alt=""><figcaption></figcaption></figure>

After you created the app you will be taken to the page where you can fetch the client id, the client secret key and paste those into your workspace integration settings for PayPal.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEuqKonE2q3cPSpMeB1Sy%2Fpaypal4.d8e276d5.png?alt=media&amp;token=ff65a3ba-0fa9-4afb-ac5a-427a6d5f46a1" alt=""><figcaption></figcaption></figure>

Optional could be to also add a redirection after payment. This allows you to point to a success flow inside your Rapidbott for example, or maybe a thank you page instead.

### Insert your PayPal details <a href="#insert-your-paypal-details" id="insert-your-paypal-details"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOgm0p4jmICmH70BeUUnS%2Fpaypal5.318d0d5a.png?alt=media&amp;token=b6bdf53a-ccb1-48bf-bd10-9633d1d7145b" alt=""><figcaption></figcaption></figure>

Once you copied and pasted all the details in your workspace integration section press save and you should see a verified notification popping up in the top right corner.

## How to use PayPal in your bot <a href="#how-to-use-paypal-in-your-bot" id="how-to-use-paypal-in-your-bot"></a>

Soon as your account has been connected you will have two ways of using this in your Rapidbotts.

First thing you need to make sure you have set PayPal as a payment method inside your e-commerce store settings.

### Setting your payment method <a href="#setting-your-payment-method" id="setting-your-payment-method"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Ff8RKqlSrIaVixBjNbCmY%2Fpaypal6.796b9f39.png?alt=media&amp;token=7cf5201f-22de-4517-9212-fce3399e44f2" alt=""><figcaption></figcaption></figure>

From your main Dashboard go to [Ecommerce](/help-center/platform/introduction/ecommerce) on the left-hand menu.

Scroll all the way down until you see the section called **Payment Method**. From here select PayPal as one of the methods for your ecommerce store. Don’t forget to press save to let the changes take effect.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Foka12uA4gcgyuKCfmCCQ%2Fpaypal7.226fd340.png?alt=media&amp;token=269a9c17-fd83-46f1-9b00-7404feb1b34f" alt=""><figcaption></figcaption></figure>

### Use checkout to let customers pay with PayPal <a href="#use-checkout-to-let-customers-pay-with-paypal" id="use-checkout-to-let-customers-pay-with-paypal"></a>

Using the built-in ecommerce store is a fantastic way of selling your products. Once the user presses the checkout button in the conversation they will be taken to the online checkout section where they now can select PayPal to pay with.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPkxeUQySpmhdt4CvyCjM%2Fpaypal8.3d5910f6.png?alt=media&amp;token=2d0a96a1-bf55-4009-a626-c4bc8cf12375" alt=""><figcaption></figcaption></figure>

### Use the one-click PayPal buy button <a href="#use-the-one-click-paypal-buy-button" id="use-the-one-click-paypal-buy-button"></a>

Another way of using the PayPal integration is by using the direct button for this. Very useful if you just want to sell a single product or service.

Add a button and from the option given choose the **PayPal Buy** button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fys7cZzGXwhzl50VciloS%2Fpaypal9.31e8da3f.png?alt=media&amp;token=2ca656b3-8437-497d-8153-a2f179a8e9a6" alt=""><figcaption></figcaption></figure>

Once selected you will be able to quickly fill in all the product details like so

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6B5qRre5Nj71sfXsjzD0%2Fpaypal10.d1929b10.png?alt=media&amp;token=59b09804-161f-4c38-a9e0-d8c1fa6bec95" alt=""><figcaption></figcaption></figure>

Once everything is filled in, scroll down and press save. You will now be able to sell single products.


# Cloudinary

Cloudinary allow you to store data easily with just a few steps.

To connect to your Cloudinary account you will need a few things as shown in the below image.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOSLbFr4cJFXC0Vm10dlN%2FCloudinary.png?alt=media&amp;token=1f934089-edd4-465c-ba25-f9c961cd678c" alt=""><figcaption></figcaption></figure>

From your main dashboard go to the Integrations section on the left-hand menu. Then select **Cloudinary** from the overview. From here you will only need 4 things you can fetch from your account over at [Cloudinary (opens new window)](https://cloudinary.com/).

### Login to Cloudinary <a href="#login-to-cloudinary" id="login-to-cloudinary"></a>

Just login and from the dashboard you will be able to access all the info if you already created it beforehand.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgViJxETYxWmU8R6w38Ta%2Fcloudinary02.9555dd36.png?alt=media&amp;token=2d9227c6-17b4-4099-a5d1-b4591d218233" alt=""><figcaption></figcaption></figure>

If you have the above already present then you are all set to go. Just copy and paste it into your workspace integration overview.

If you do not have an API key and secret yet or want to create a new one just for your Rapidbott, then you will need to create one.

### Creating your API key <a href="#creating-your-api-key" id="creating-your-api-key"></a>

You can create an API key by going to the **settings**, then selecting the **security tab**

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0zELqdQyCzVGh7OR9YbH%2Fcloudinary03.c139495d.png?alt=media&amp;token=841e0ec1-330b-4065-8060-9bc2838ca396" alt=""><figcaption></figcaption></figure>

From here scroll all the way down until you see a section called **Access Keys**. From here press the text called “**generate new pair**”

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBqU6FdDJLxA58yzvFri1%2Fcloudinary04.22889246.png?alt=media&amp;token=e4c2056e-b3ea-4279-97f4-9a574c7be7ab" alt=""><figcaption></figcaption></figure>

Once generated copy both the API key and secret and paste it into your workspace along with your other details

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FuBLAkjM6yqhO2FGDEled%2FCapture.png?alt=media&amp;token=434d5e76-90ec-427f-8232-58dc780528f3" alt=""><figcaption></figcaption></figure>

### Using Cloudinary in your flows <a href="#using-cloudinary-in-your-flows" id="using-cloudinary-in-your-flows"></a>

Once connected you can use Cloudinary directly inside your Rapidbott flows.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQfS4JV6yualcpew2UN4Q%2Ftempsnip.png?alt=media&amp;token=51d9c72e-9347-4076-a62b-e7dada687033" alt=""><figcaption></figcaption></figure>

Just insert an action block -› integrations -› Cloudinary.

From here you will be able to upload a file directly to your account and store it securely


# Shopify

With Shopify, your bot can show and gather information during conversations, including customers, products, discounts and shop details.

### Setup Shopify <a href="#setup-shopify" id="setup-shopify"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPhlpPvgG28N6RTTTZyy1%2FShopify.png?alt=media&amp;token=661b295d-f4ec-4f20-94fe-5dc579e52edd" alt=""><figcaption></figcaption></figure>

After connection, you will then be able to use Shopify in your Action step. As follow are the functions you can utilize. Descriptions for each field will be put on corresponding photos.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmC0jZXFzFGX8aJ5AB2CW%2FCapture.png?alt=media&amp;token=7df63df5-d7de-440e-a324-955ab070b5c6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The functions work via API calls. This means that, by giving some inputs, you get your outputs from the servers. The outputs are saved in custom fields for future uses.
{% endhint %}

You might need to know how to build flow and use variables before you read the following functions. See links below for guidance.

* [Flow Builder Overview](/help-center/flow-builder/flow-builder-overview)
* [JSON Operation](/help-center/flow-builder/steps/json-operation)

### Shopify Actions <a href="#use-shopify-in-action-step" id="use-shopify-in-action-step"></a>

| Shopify Actions                 |
| ------------------------------- |
| Search for Customers            |
| Get Customer Information        |
| Get Customer Orders             |
| Get Customer Abandoned Checkout |
| Search for Products             |
| Get Product Information         |
| Get Product Images              |
| Get Product Variants            |
| Search for Custom Collections   |
| Search for Smart Collections    |
| Get Collection Information      |
| Get Collection Products         |
| Get Shop Information            |
| LookUp Discount Code            |
| Create Discount Code            |


# Facebook Business

Facebook business management integration will allow you to easily sync facebook catalogue products into the built-in [ecommerce](/help-center/platform/introduction/ecommerce).

The benefit of syncing this back to our ecommerce is that you can easily match the products from Facebook with our built-in ecommerce.

{% hint style="info" %}
This is the most needed feature if you are using the WhatsApp product catalogue to build out your native WhatsApp ecommerce.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcwWPzCwgZftj64We21Wn%2FFB%20Business.png?alt=media&amp;token=25485f51-e272-48c4-b27e-282f3a73c07e" alt=""><figcaption></figcaption></figure>

### Connect to your Facebook business account <a href="#connect-to-your-facebook-business-account" id="connect-to-your-facebook-business-account"></a>

If you click the “Connect Facebook Business” button, it will request you to authorize access to Rapidbott

Click the “Continue” button, and now you are already connected with your Facebook business account.

### Disconnect your Facebook business account <a href="#disconnect-your-facebook-business-account" id="disconnect-your-facebook-business-account"></a>

You can disconnect your Facebook business account anytime by clicking the disconnect button.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8ZlPWQMzfVbyLdwsek5z%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_il2iD0rWKsEp5WkT9iJt_Capture.webp?alt=media&amp;token=d9072101-948d-401c-8a01-174fa70e80a7" alt=""><figcaption></figcaption></figure></div>

### Sync the product catalog from Facebook to your ecommerce <a href="#sync-the-product-catalog-from-facebook-to-your-ecommerce" id="sync-the-product-catalog-from-facebook-to-your-ecommerce"></a>

In order to sync the product back, you need to click the “list business catalogs” button, and then it will pull out all the product catalogs from your Facebook business account.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvtKMhDQBShXpASeEt54x%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_YphVy2er3f1udFBOCvNu_tempsnip.webp?alt=media&amp;token=afb0ec69-55d0-4b2a-8cf0-147cbfff9495" alt=""><figcaption></figcaption></figure>

And then click the “Facebook -> Local”, you should be able to sync the products into our built-in ecommerce system.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCQaY1u8h7yE218xw8VEV%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_jii5QBVd2tvDUdBTOB9d_Capture.webp?alt=media&amp;token=3baa81d3-831f-4c90-9c51-88baf367362a" alt=""><figcaption></figcaption></figure></div>

The below value will be synced back.

* Product name
* Product description
* Product image
* Pricing
* SKU
* Product type
* Product vendor

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVn8nrFjuOQ0uRs7B8iKK%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_guTlR4oL2CI4fmL2UodV_Capture.webp?alt=media&amp;token=6ccdb9fd-cd1d-4f80-9c41-c3d3b2fff602" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please note that the SKU is the same value as the content ID in your Facebook cataglog. That’s how we match the product with our ecommerce.

Don’t change the SKU value. If you want to use the WhatsApp product catalog/native ecommerce, you need to always keep the SKU at the same value as the content ID in your Facebook catalog.
{% endhint %}

### Change the currency <a href="#change-the-currency" id="change-the-currency"></a>

If you are using a different currency in your Facebook product catalog, you need to make sure you change the same currency in your ecommerce settings.

Always make sure the currency settings are the same between Rapidbott & Facebook product catalog.

**Navigate**: Ecommerce > Settings > Payment method

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FzP0RQtsBBS6TwwjXSSlI%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_CijB8bKsbQaqfKtvlGUT_tempsnip.webp?alt=media&amp;token=d914a5f7-ea8f-4e6c-8bb5-dda8fa6c5567" alt=""><figcaption></figcaption></figure>

### Benefits of syncing Facebook catalog <a href="#benefits-of-syncing-facebook-catalog-with-uchat" id="benefits-of-syncing-facebook-catalog-with-uchat"></a>

If you sync your Facebook catalog products to Rapidbott, you will be able to easily use WhatsApp product catalog messages/native ecommerce.

#### 1- For example, when you are using Get products in the ecommerce action, you can select the filter your want as the screenshot below: <a href="#id-1-for-example-when-you-are-using-get-products-in-the-ecommerce-action-you-can-select-the-filter-you" id="id-1-for-example-when-you-are-using-get-products-in-the-ecommerce-action-you-can-select-the-filter-you"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FRXEezmfyJs9PWByAKBys%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_yA4yBYR4taG7DOyeww2G_facebook-business-integration-07.webp?alt=media&amp;token=62079d16-0577-43e3-b377-0f66e6d8b360" alt=""><figcaption></figcaption></figure></div>

And when you have set up your filter to dynamically populate your products, you will be able to save the products dynamically into a JSON variable.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMcxOfTsVwy95dsftf4er%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_vUK4jMj8ISVrKyMVja7w_facebook-business-integration-08.webp?alt=media&amp;token=f8580a4b-34e9-444b-a984-167b550fdf46" alt=""><figcaption></figcaption></figure>

And then you can use the send message, and then select “Catalog product”, please note this is only available in the WhatsApp channel with 360Dialog as your WABA provider.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeHfIEOjoBI8eaantutS3%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_m7ntuS453hqp9lxhO3Zj_facebook-business-integration-09.webp?alt=media&amp;token=40011145-3737-493a-9dc3-30d2228ee7f7" alt=""><figcaption></figcaption></figure></div>

And you can use the retailsID directly in the “WhatsApp Multiple products” message as per the screenshot below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYrnXAskZN6hGVmjPJMce%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_aNXbSu3LZVnhZvn8H3we_facebook-business-integration-10.webp?alt=media&amp;token=37de825a-407b-480c-902f-99f244e7c599" alt=""><figcaption></figcaption></figure>

In this case, you will be able to use our built-in ecommerce and dynamically populate the products in the WhatsApp channel.

#### WhatsApp product inquiry trigger: <a href="#id-2-whatsapp-product-inquiry-trigger" id="id-2-whatsapp-product-inquiry-trigger"></a>

* If you sync your Facebook product catalog with our built-in [ecommerce](broken://pages/IURUnPtBRHME9nux0212) system, and when you set up the “WhatsApp product inquiry” trigger, which you can find in the Automation, then New Triggers.
* Since the product retailer id will have the same value in SKU in our ecommerce system, so that we can display directly which product the user is asking about.

And then, you can use our Select system variable to show the product directly in the card format.

If the retail ID is matching with any SKU value in the Sendly system, then you can find the matching product information in our SELECT system field as per below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAMcvB0ECNKXrvTkAaJpj%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_2paZdPswAp0QW4DnKbya_facebook-business-integration-12.webp?alt=media&amp;token=5d70a372-fbb8-4ae7-99e0-bcaa947e24c6" alt=""><figcaption></figcaption></figure>

The details set up for the “WhatsApp Product Inquiry” trigger is as the screenshot below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrVfyb1UdPVhN0H5rslDi%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_vBeyvKW7dArx9cYYlFdz_facebook-business-integration-13.webp?alt=media&amp;token=3e9ff03b-6f80-4031-9d83-9b6baca30350" alt=""><figcaption></figcaption></figure>

#### Show product details in “Orders” in the Rapidbott ecommerce system. <a href="#id-3-show-product-details-in-orders-in-the-uchat-ecommerce-system" id="id-3-show-product-details-in-orders-in-the-uchat-ecommerce-system"></a>

* Since WhatsApp product catalog messages mainly rely on the Facebook Catalog feature, and if you sync them with the [built-in ecommerce](/help-center/platform/introduction/ecommerce) system, you will be able to see the product name and pictures in our order section in ecommerce.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeOU2KmbQwMSsIV1TGfLH%2Fimage.png?alt=media&amp;token=19aa1315-65ab-4f09-ba73-12216e904e18" alt=""><figcaption></figcaption></figure>


# Calendly

Calendly is a fantastic way of being able to create bookings for your business or that of your clients.

### Connect to Calendly <a href="#connect-to-calendly" id="connect-to-calendly"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpBJZ9lmTtmNyEUsQU80L%2FCalendly.png?alt=media&amp;token=c650259f-08e2-422e-99f5-815b54141b19" alt=""><figcaption></figcaption></figure>

From the main dashboard go to **Integrations** from the left-hand menu. Then select **Calendly** from the list.

Press the button **Connect Calendly Account** to go to Calendly and authorize.

You will be redirected back and your account should show verified. If you have a pro account you will also see a checkmark with the webhook section

### How to use Calendly <a href="#how-to-use-calendly" id="how-to-use-calendly"></a>

Soon as Calendly has been connected you will be able to use it in any of your Rapidbotts.

Go to a flow, select a text message and apply a button. For the type of button, you can select the Calendly button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlLTwneEBUeO72TWcz4ls%2Fcalendly_04.5b73ce03.png?alt=media&amp;token=94e13986-b19b-464b-a6aa-793b9b1623e3" alt=""><figcaption></figcaption></figure>

Once done you will be able to select an event type. These events are being fetched from your Calendly account.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIGkcak4adOGVp9iDLBHw%2Fcalendly_05.ee0f909b.png?alt=media&amp;token=18904b68-f6f8-4879-8b8e-d3dd0a20af2f" alt=""><figcaption></figcaption></figure>

Once you send this message with the button to the subscriber he or she will be able to book an appointment using the event you set up.

After this is done you will be able to fetch the booking details from the **Select** system field.

Open up the system variable list, Search for the system field called **Select**

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FudKKPpqqWCvOe5xMFsZr%2Fcalendly_06.bd0c6d54.png?alt=media&amp;token=0c79f4bb-f52d-4fa9-9c33-f2e365109f58" alt=""><figcaption></figcaption></figure>

Once pressed you will get a pop-up that will display all possible information you can get back from Calendly.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDqcdwhSc9akWYJDeWUbO%2Fcalendly_07.7b15f6ad.png?alt=media&amp;token=c21e4f3f-6510-4a45-a72e-5a8674cd378e" alt=""><figcaption></figcaption></figure>

This way you can confirm the booking with your subscriber as seen in the previous screenshot above


# Slack

With Slack, your bots can send various types of messages to your Slack group or contacts mainly for notification purpose for now. However, we are working on building Slack flow. So there will be more functions with Slack shortly.

### Setup Slack <a href="#setup-slack" id="setup-slack"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpXP9NzTuPpe15Z2ZOmD1%2FSlack.png?alt=media&amp;token=e3d28cfc-57e4-4ee1-a8e0-3d2a432827ac" alt=""><figcaption></figcaption></figure>

To send out notifications to your Slack group or personal channel, you will need incoming webhooks first.:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F69pOhHjgbTgBMozXCCcp%2FCapture.png?alt=media&amp;token=885a22dc-05f9-4989-8368-30125aa214d3" alt=""><figcaption></figcaption></figure>

There are 2 ways to get an incoming webhook URL:

* from Slack Incoming Webhooks App
* from your own Slack App

#### [#](broken://pages/tdeqNpIZOpn0VdqgOxDW) Get an Incoming Webhook URL from Slack Incoming Webhooks App <a href="#get-an-incoming-webhook-url-from-slack-incoming-webhooks-app" id="get-an-incoming-webhook-url-from-slack-incoming-webhooks-app"></a>

Visit [Incoming WebHooks](https://sendly-workspace.slack.com/apps/A0F7XDUAZ-incoming-webhooks?tab=more_info) (opens new window), login yourself, then:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4AjelZdnCHfZjDZgmGyQ%2Fslack_incom_app1.eadb9dd1%20(1).png?alt=media&amp;token=42f5ae31-2e60-4e3e-96bf-9d58dee6faa1" alt=""><figcaption></figcaption></figure>

click "Add to Slack".

Pick a channel you would like your bot to send notifications to, then click "Add".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fn0fTyzmwlUD8IhbryMjH%2FCapture.png?alt=media&amp;token=8318f23c-7e5c-45f0-9597-4d6c7fd757af" alt=""><figcaption></figcaption></figure>

Ta-da! Here you are the URL.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVb1tVsD6NzSqKfwKQJU3%2Ftempsnip.png?alt=media&amp;token=9bbe710c-976a-4233-a5eb-0990ac794188" alt=""><figcaption></figcaption></figure>

#### Get an Incoming Webhook URL from Your Own Slack App <a href="#get-an-incoming-webhook-url-from-your-own-slack-app" id="get-an-incoming-webhook-url-from-your-own-slack-app"></a>

Select view Slack Documentation

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvFBMznjgP2lIHhNREOyB%2FCapture.png?alt=media&amp;token=002d0ebb-3e25-478b-880b-460861a1e68d" alt=""><figcaption></figcaption></figure>

#### 2, Create your Slack App

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpWWlOs0x56BazyxGVilG%2Ftempsnip.png?alt=media&amp;token=15d58b1f-d575-407f-981d-f4f659370c3e" alt=""><figcaption></figcaption></figure>

#### 3, Name app and select workspace

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpHUB7vJKQx2zfd6DIp2e%2FCapture.png?alt=media&amp;token=4db88a0c-ba39-41db-9148-29d82d3a6bfd" alt=""><figcaption></figcaption></figure>

#### 4, Select: Incoming Webhooks

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWgSlaTMGW0gJzYmNweRh%2Ftempsnip.png?alt=media&amp;token=e85e4582-d659-4b14-8b28-3cdcb45ac5b4" alt=""><figcaption></figcaption></figure>

#### 5, Turn On then select 'Add new webhook to workspace'

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSSZ2RIbTsDCWpoaM6SFM%2Ftempsnip.png?alt=media&amp;token=95a5146f-2462-4806-ad2b-15ef1d64d57c" alt=""><figcaption></figcaption></figure>

#### 6, App is now created!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWvwdw4IW58T1BiirvTCz%2FCapture.png?alt=media&amp;token=6ac8d1bb-459a-4a05-936b-3535d0ccfdb1" alt=""><figcaption></figcaption></figure>

#### Once you select the 'Allow' Button a new screen will display. Displaying your webhook URL 'At the bottom'

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1qKUsmL7Fz00eX2MVEC0%2FCapture.png?alt=media&amp;token=dd7bd40e-4561-4408-90e7-9a29676a8015" alt=""><figcaption></figcaption></figure>

### Paste the webhook URL into your incoming webhook

* Add an app icon
* Name your app

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJzsufnbq8ltFJvp682cU%2FCapture.png?alt=media&amp;token=2d1ae7bc-3ee5-4034-86bd-e38372745a12" alt=""><figcaption></figcaption></figure>

#### Select create and your webhook will be created

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FqHX4CSKVXRJwXhAJ8nWg%2FCapture.png?alt=media&amp;token=a8481a5a-9869-45eb-a864-4fd449fe0e7d" alt=""><figcaption></figcaption></figure>

More information click -> [Slack API (opens new window)](https://api.slack.com/messaging/webhooks)

#### Send Slack Notification <a href="#send-slack-notification" id="send-slack-notification"></a>

A common usage for slack integration is to send slack notification. For example, to back up your bot, set a "Talk to Human" button. And when user press it, send a slack notification to a support channel or a support staff. Check how to [send slack notification](#send-slack-notification).


# Google Sheets

With Google Spreadsheets, you can add, update and look up your data in a spreadsheet as well as process the data with various built-in tools with Google.

### Setup Google Spreadsheet <a href="#setup-google-spreadsheet" id="setup-google-spreadsheet"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8zYmvDjKlAm9QoW6pl3e%2FGSHEET.png?alt=media&amp;token=33e4b8fc-7628-4dd7-8d0f-bd46066986c0" alt=""><figcaption></figcaption></figure>

Allow access your Google spreadsheet.

### Manage Spreadsheet in Action Step <a href="#manage-spreadsheet-in-action-step" id="manage-spreadsheet-in-action-step"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FY9N2OIRRkPlbds8FYUFe%2Fimage.png?alt=media&amp;token=9e5d5b91-4876-4884-ba2a-f9be73b37acb" alt=""><figcaption></figcaption></figure>


# Data Store

Data Store is a built-in data storage system. With Data Store, you can easily add, delete, update, check up your data either manually or in Action steps.

{% embed url="<https://youtu.be/Iki-YEN-TqE>" %}

### Setup Data Store <a href="#setup-data-store" id="setup-data-store"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FKAghW10RW5Z41uGds1aJ%2FDATASTORE.png?alt=media&amp;token=2a9c7d99-13e4-4b98-a1fd-1d1a4b2bfd53" alt=""><figcaption></figcaption></figure>

1. name the Data Store
2. click "+ Add Field", the following window will pop up.
3. when finished, click "Save".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJ386OH7esS3VrqgsCAbg%2Fdata_store2.1569a8a5.png?alt=media&amp;token=76ba7448-cf18-4da8-a531-32c6951c7cc0" alt=""><figcaption></figcaption></figure>

1. name the field (used in the system, no space allowed)
2. choose a value type (an Array can have several values like JSON variable)
3. give a label if needed (for prettier display)
4. give a default value if needed
5. once finish, "Save"

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWlCBV7i1rtkb3fIO1nzs%2Fdata_store3.6866f6bf.png?alt=media&amp;token=2a09a97f-00e0-41d7-a48a-14d307531fcc" alt=""><figcaption></figcaption></figure>

1. click "Browse" for viewing and editing records
2. click the pencil for editing fields of Data Store

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHZVLjJ41iLIsQf658PVJ%2Fdata_store4.c1d9e661.png?alt=media&amp;token=e89ace12-22aa-4aa2-ac53-279e8abaf270" alt=""><figcaption></figcaption></figure>

You can add/edit/delete records in the data store in 2 ways:

* Do it manually in the "Browse" window in the following picture
* Put it in the Action step and the flow will automate the process

{% hint style="info" %}
**Please note that**

When you add a new record, the system will assign a unique "Record Id" to it automatically. You can access this value by using the field name "\_id".
{% endhint %}

### Manage Records Manually <a href="#manage-records-manually" id="manage-records-manually"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbcOUG4vPSlfsi5Wnqy4W%2Fdata_store5.133fb2ee.png?alt=media&amp;token=aff95b09-8304-4e70-ba43-d3d22868c11c" alt=""><figcaption></figcaption></figure>

1. add new records, see picture below
2. edit/delete records
3. search records

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLPz9DJCtvQubCUnJ7o7G%2Fdata_store6.a66d738d.png?alt=media&amp;token=b25b54a1-088b-42ae-97c5-7a7365882d37" alt=""><figcaption></figcaption></figure>

A new record requires values for the fields you set in the data store (value can be blank). There will be a "Delete" button in the editing window and the rest look the same as above.

### Manage Records in Action Step <a href="#manage-records-in-action-step" id="manage-records-in-action-step"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8N7F9Z5oTTwjwqN82M5h%2Fdata_store7.32c9f004.png?alt=media&amp;token=8ccd82c6-5d43-42e0-9113-80ba2fcc646e" alt=""><figcaption></figcaption></figure>

In an Action step, follow steps 1 to 3 in the above picture. Then you will see a list of functions.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1BAYgsQc83abXr5Sff6V%2Fdata_store8.41d56032.png?alt=media&amp;token=42649173-9b63-4714-9269-aface26baca0" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The functions work via API calls. This means that, by giving some inputs, you get your outputs from the data store. The outputs are saved in custom fields for future uses.
{% endhint %}

{% hint style="warning" %}
You might need to know how to build flow and use variables before you read the following functions. See links below for guidance.
{% endhint %}

* [Flow Builder Overview](/help-center/flow-builder/flow-builder-overview)
* [Variable Operation](/help-center/flow-builder/steps/variable-operation)


# Twilio

With Twilio you are able to create voice, SMS and WhatsApp chatbots. In order to connect your Twilio account go to the integration section from the left-hand menu and select Twilio.

As you see you only need to insert two pieces of login details to connect your Twilio account:

* Account SID
* AUTH Token

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSYNrVKktgfmvf4NZ2ccf%2FTwilio.png?alt=media&amp;token=7a43a105-2887-431b-8cb6-e5f1946c60b1" alt=""><figcaption></figcaption></figure>

### Login to your Twilio account <a href="#login-to-your-twilio-account" id="login-to-your-twilio-account"></a>

Login to your [Twilio account (opens new window)](https://console.twilio.com/) and when arriving at your dashboard overview you will be able to directly grab the Account SID as well as the AUTH token

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9GDWbePGHBzBoIaoLFcJ%2Ftwillio%20dashboard.png?alt=media&amp;token=43676256-6647-401a-86cb-8cf6d0f92bce" alt=""><figcaption></figcaption></figure>

Copy and paste both into your workspace Twilio section and press the save button. If all goes well then you should also see a verified status in the top right corner of your screen

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMzbUg2yZ8RUF6i0N7jHs%2Ftempsnip.png?alt=media&amp;token=32d21f05-2e41-4fb5-93b5-bc68161065c6" alt=""><figcaption></figcaption></figure>

### How to use Twilio <a href="#how-to-use-twilio" id="how-to-use-twilio"></a>

Now your account is connected you are now able to create a Rapidbott on one of the following channels:

* Voice
* SMS
* WhatsApp

You will also see which channels you have connected to which phone number.

Once all is connected you can go ahead and start creating your sms and voice Rapidbotts 🚀

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfsKSuKyfpdCzP9r5JUqt%2Fimage.png?alt=media&amp;token=dc5510ea-5733-4ece-8c18-5ad9097ab94f" alt=""><figcaption></figcaption></figure>


# Signalwire

With Signalwire you are able to create voice and SMS Rapidbotts inside of your Rapidbott account. This native integration allows you to connect to your account in just a few steps.

From the main dashboard overview, choose integrations on the left-hand side, then select Signalwire from the list.

You will need 3 kinds of login details in order to connect to your SignalWire account:

* Project id
* App Token
* Space URL

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrjrjkggavhPjvvDCkE4I%2FSIGNALWIRE.png?alt=media&amp;token=aaa29a15-812c-4cc9-80ad-b630e6ead0cb" alt=""><figcaption></figcaption></figure>

### Login to Signalwire <a href="#login-to-signalwire" id="login-to-signalwire"></a>

In order to grab your credentials, you will need to login into your [SignalWire account (opens new window)](https://signalwire.com/).

Once inside you should have a similar overview when being directed to your dashboard

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F80Mw0LslsZGM1BmnBIRf%2Fsignalwire_02.87194cb4.png?alt=media&amp;token=627b6863-0eba-4a65-87af-0e03952236cb" alt=""><figcaption></figcaption></figure>

From this main dashboard overview, you will be able to directly grab your **Project ID** and **Space URL**.

### Creating or fetching your token <a href="#creating-or-fetching-your-token" id="creating-or-fetching-your-token"></a>

To grab your token go to the **API** menu option on the left-hand side and from there press the **generate a token** button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQuUM0Unlkf57OwoAd7er%2Fsignalwire_03.11512033.png?alt=media&amp;token=1d1ad2f9-48b8-41ed-ace8-e00f941833e8" alt=""><figcaption></figcaption></figure>

Fill in the needed credentials and you will get a token in return.

Once done paste all the credentials into your workspace and don’t forget the press the save button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOiBPhCuhC4iJvrd7pNmw%2Fsignalwire_04.1a2c7654.png?alt=media&amp;token=7705557c-ee19-4918-965f-eae51fbf6365" alt=""><figcaption></figcaption></figure>

### How to use SignalWire <a href="#how-to-use-signalwire" id="how-to-use-signalwire"></a>

Now that your account has been connected you can start creating voice and or SMS Rapidbotts.

Just go to the left-hand menu, select either the voice or SMS channel and press the **add phone number** button.

From the dropdown select SignalWire, then press the button **find number**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlKrWSfPAYMrg9yrWv9qm%2Fimage.png?alt=media&amp;token=d31ecf07-f592-4aab-8405-94d072801e4b" alt=""><figcaption></figcaption></figure>


# Email (SMTP / Gmail)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1Xcgvrbe8s8VZesRCNi6%2FSMTP.png?alt=media&amp;token=31824160-565f-406c-ac9c-061492cf7b82" alt=""><figcaption></figcaption></figure>

We support 2 email integrations: SMTP Profile and Gmail.

### SMTP Profile Setup <a href="#smtp-profile-setup" id="smtp-profile-setup"></a>

Add your SMTP provider details in the box

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlaYu2xgsewHqHZ45IvJi%2FCapture.PNG?alt=media&amp;token=1aaa3818-93d1-4174-bffe-999b9434128f" alt=""><figcaption></figcaption></figure>

Once completed your SMTP connection will display verified

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FW5371iKTIo3l1L7g4or1%2Fdownload%20(34).png?alt=media&amp;token=d5cfde30-e971-4a60-bb84-9b8698b6a2b6" alt=""><figcaption></figcaption></figure></div>

### Gmail Setup <a href="#gmail-setup" id="gmail-setup"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrA8IHpvEtWDazfJdrPec%2FGMAIL.png?alt=media&amp;token=af39e534-5fdb-4462-a47d-fb3901b31c1b" alt=""><figcaption></figcaption></figure>

Click "Connect Google Account" after you choose "Gmail".

Select one of your Gmail and "Allow"

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2For0UcSLQqYjXM7hyqNYm%2Ftempsnip.png?alt=media&amp;token=bdb6194d-3c2f-49fc-9d1a-267b6f2c416a" alt=""><figcaption></figcaption></figure></div>

Once done, it looks like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbsUu9RPhbnKJ7HKB9M8P%2FCapture.png?alt=media&amp;token=6d03a0a5-4c86-4b83-9dda-c8403078e8f6" alt=""><figcaption></figcaption></figure>

### Send Email Notification <a href="#send-email-notification" id="send-email-notification"></a>

After setup your email integration, you can select it as a sender in your "Email Profile" list. Check how to send [email notification](#send-email-notification)?

### Send Email Step <a href="#send-email-step" id="send-email-step"></a>

Add a Send Email step by right-clicking in your workspace or from the "Add new step" button:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpCFhao5S8PzeJQHYnjlQ%2Femail18.56805144.png?alt=media&amp;token=40d72d9c-2957-4835-b123-6eab087e60f6" alt=""><figcaption></figcaption></figure></div>

Name a sender and receiver. There are 3 blocks of information, subject, message and attachment. Feel free to add what you need.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2ngwoEkDBJmX1ZfkeIAY%2FMail.png?alt=media&amp;token=2e1f29b0-5970-438d-9ab9-a9b297d897bd" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5FfiqI7MQAk98BaDvLjN%2Fimage.png?alt=media&amp;token=0a620e20-9584-49e2-b195-18912fd5ff9f" alt=""><figcaption></figcaption></figure>


# MailChimp

### Setup <a href="#setup" id="setup"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYeriNeJxhd2QYDXxW5RN%2FMailChimp.png?alt=media&amp;token=8ce30dfd-329c-4a5d-9f3c-f52d4d2e75c8" alt=""><figcaption></figcaption></figure>

Log in yourself and authorize.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYeriNeJxhd2QYDXxW5RN%2FMailChimp.png?alt=media&amp;token=8ce30dfd-329c-4a5d-9f3c-f52d4d2e75c8" alt=""><figcaption></figcaption></figure>

The page will then bring you back to the Rapidbott. You can see your account name now.

### Use MailChimp in Action Step <a href="#use-mailchimp-in-action-step" id="use-mailchimp-in-action-step"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVu7uhH5BhnRD8CjgGt9K%2Fmailchimp4.b0000724.png?alt=media&amp;token=cd395b4f-5e09-4490-b57a-b663d7f2bd42" alt=""><figcaption></figcaption></figure>

In your Action step, find "MailChimp" in the "Integrations" list.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fkeg2VBlZa7rit5J8m3XS%2Fmailchimp5.c971f6ef.png?alt=media&amp;token=e0421928-27fa-4c14-8159-8f49fd046fec" alt=""><figcaption></figcaption></figure>

Simply put this Action after a Question step. Pick a MailChimp list and put users' email address. That's all about it!

{% hint style="info" %}
Only a valid email address can be added to your MailChimp. If nothing happens after the Action step, the email address from the user might be incorrect.
{% endhint %}

{% hint style="success" %}
So you might want to add one more action to check whether the input email from the user is correct or not. There are various third-party APIs for verifying email, like [mailboxlayer (opens new window)](https://mailboxlayer.com/). You can call these APIs from [External Request](/help-center/flow-builder/advanced-actions/external-request).
{% endhint %}

More details click -> [Mailchimp (opens new window)](https://mailchimp.com/help/)


# VideoSdk

With this native integration, you will be able to create live meetings directly inside your chatbot.

To connect to your VideoSdk account go to **Integrations** from the left-hand menu in your main dashboard overview. Then select **VideoSdk** in the list.

You will see that you need two pieces of credentials:

* API key
* Secret

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfTCnpTYfv83M8JIg8qsv%2Fvideosdk.png?alt=media&amp;token=dfe84613-91ac-4757-a1ce-39e879182cd3" alt=""><figcaption></figcaption></figure>

### How to fetch your credentials <a href="#how-to-fetch-your-credentials" id="how-to-fetch-your-credentials"></a>

Login to your VideoSdk account, then go to the [API keys section (opens new window)](https://app.videosdk.live/api-keys). Copy your API key and secret from this page.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLRh9KxzjJ4mwnppGNPix%2Fvideo_sdk_02.fd30b7ff.png?alt=media&amp;token=8d83b9f7-8da2-4194-9fc5-f50ca318b06f" alt=""><figcaption></figcaption></figure>

Then go to your workspace and paste in these two credentials. If successful you will see a verified status message in the top right corner

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOnnt9JstdbzxX2jGBdJv%2Fvideo_sdk_03.79db18b3.png?alt=media&amp;token=4f108dfd-3b2f-4f97-b2de-9196a04db414" alt=""><figcaption></figcaption></figure>

### How to use VideoSdk in your Rapidbott <a href="#how-to-use-videosdk-in-your-chatbot" id="how-to-use-videosdk-in-your-chatbot"></a>

Now that your account is connected you can use it in any of your Rapidbott throughout any channel.

Inside a flow create an action block, then choose **integrations** -› **VideoSdk**

You will then get the following popup screen;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjpS6PAgGjnI50x5CkiHu%2Fvideo_sdk_04.2af6aa64.png?alt=media&amp;token=0452235c-9fab-4512-b140-230289b2f31c" alt=""><figcaption></figcaption></figure>

Fill in all the information then press the blue button named Save. You will be able to share the meeting URL with your participant and the agent taking the meeting.


# Free Invoice Generator

Invoice Generator Mini App – Integration Guide. This App Integration is made by Rapidbott

{% embed url="<https://youtu.be/XFqBlbuQ3JY>" %}

The **Invoice Generator Mini App** allows you to generate PDF invoices directly from chatbot flows in your Rapidbott workspace. It connects with [invoice-generator.com](https://invoice-generator.com) and uses their API to automate invoice creation and delivery.

#### ⚙️ Step 1: Prerequisites

* A [**Rapidbott**](http://app.rapidbott.cloud/) account
* A [**Invoice Generator**](https://invoice-generator.com) account
* An **active S3 storage** setup in your workspace\
  → [How to set up S3 storage](https://youtu.be/JGVSH-mCTjs?si=1QRg1wd0jVwXtbbo)

***

#### 🔑 Step 2: Get Your API Key

1. Sign in at [invoice-generator.com](https://invoice-generator.com)
2. Go to your **Account Settings**
3. Generate your **API key**
4. Copy and save the key securely

***

#### 🧩 Step 3: Install the Mini App

1. Navigate to your Rapidbott workspace
2. Go to **Mini Apps → Browse → Invoice Generator**
3. Click **Install**
4. Paste your **API key** when prompted
5. Ensure S3 is enabled for file storage and link access

***

#### 💬 Step 4: Use in Chatbot Flows

* Add the Mini App to your chatbot flow
* Collect customer details (e.g., name, email, items, amount)
* Pass those variables into the Mini App fields
* On success, a downloadable PDF invoice link is generated

***

#### 📄 API Notes

* **API Base URL**: `https://invoice-generator.com`
* Refer to [developer docs](https://invoice-generator.com/developers) for:
  * Required payload structure
  * Rate limits
  * Supported fields and customizations

***

#### 📥 Output

* A downloadable **PDF invoice link**
* Stored and served via your S3 storage
* Can be sent directly to the customer via WhatsApp, email, etc.

***

#### 🛠 Example Fields in Flow

| Field Name   | Description                             |
| ------------ | --------------------------------------- |
| from         | Your company info                       |
| to           | Customer info                           |
| items        | List of products or services            |
| amount\_paid | Paid amount (used to calculate balance) |
| notes        | Extra comments (e.g. “Thank you!”)      |
| terms        | Invoice terms (e.g. refund policy)      |

***

#### 🧪 Testing

* Try a test invoice with dummy data before using in live flow
* Ensure the link is accessible (S3 properly set up)
* If invoice isn't generated, recheck API key and flow variables

***

#### 📬 Support

For any issues or questions, contact us at\
**📧 <support@rapidbott.com>**


# QuickChart

Welcome to the **QuickChart Mini App** on Rapidbott! This app allows you to generate visual charts and diagrams using the [QuickChart API](https://quickchart.io). Use it to quickly turn your data into powerful visualizations, including bar charts, flowcharts, and more.

### 🛠️ Installation Guide

To install the QuickChart Mini App in your Rapidbott workspace:

1. Go to your **Rapidbott Dashboard**.
2. From the left side panel, click **Mini Apps**.
3. Click **Install Mini App**.
4. In the search bar, type **QuickChart**.
5. Select **QuickChart** from the results.
6. Click **Install** to add it to your workspace.
7. An **active S3 storage** setup in your workspace → [How to set up S3 storage](https://youtu.be/JGVSH-mCTjs?si=1QRg1wd0jVwXtbbo)

Once installed, you can access its actions under the **Actions** tab.

### ⚙️ Available Actions

#### 1. 🧩 `create_chart_with_function`

**Title:** Create Advanced Chart (Multiple Datasets)\
**Description:**\
Use this action to generate advanced charts that support **multiple datasets**, **value suffixes**, and **smart formatting**. Ideal for comparing multiple data series like Revenue vs Profit.

**Input Format Example:**

```json
{
  "type": "bar",
  "labels": "Q1, Q2, Q3, Q4",
  "datasets": [
    { "label": "Revenue", "data": "400, 500, 100, 800" },
    { "label": "Profit", "data": "200, 300, 50, 600" }
  ],
  "options": {
    "suffix": "₹",
    "title": "Quarterly Performance"
  }
}
```

**Notes:**

* `labels` accepts comma or space-separated values.
* `data` inside each dataset must match the number of labels.
* Optional `options` field can include `suffix`, `title`, `color`, `legend` etc.

***

#### 2. 🔁 `create_graphViz_charts`

Create a GraphViz Diagram\
\
This action uses [GraphViz](https://graphviz.org/) syntax to create flowcharts and diagrams based on **node relationships**.

**Input Format Example:**

```
A -> B;
B -> C;
C -> D;
```

This will generate a directional flowchart from A to D.

### API parameters <a href="#api-parameters" id="api-parameters"></a>

The `https://quickchart.io/graphviz` endpoint supports HTTP GET requests with the following parameters:

* **graph** - the DOT graph description (required)
* **layout** - the name of the graph layout engine (default `dot`)
* **format** - the output format, either png or svg (default `svg`)
* **width** - width of image, applicable to png only (defaults to fit)
* **height** - height of image, applicable to png only (defaults to fit)

The API also supports HTTP POST requests with JSON payloads. Here's an example payload:

```
{
  "graph": "digraph {a->b}",
  "layout": "dot",
  "format": "svg"
}
```

**Tips:**

* Use `->` to define connections.
* Each statement must end with `;`
* Optionally wrap the whole input in `digraph { ... }`, or the Mini App will do it automatically.

***

#### 3. 📊 `create_simple_chart`

Create Simple Chart\
\
Use this action to generate a single dataset chart like a basic bar or line chart from user input.

**Input Format Example:**

```json
{
  "type": "bar",
  "labels": "Q1 Q2 Q3 Q4",
  "datasetLabel": "Revenue",
  "data": "400 500 100 800"
}
```

**Supported Fixes:**

* Accepts `labels` and `data` in both comma `,` or space separated format.
* Automatically capitalizes and formats label text.
* Returns a QuickChart image URL.

***

### 🧠 General Input Guidelines

* `labels` should be the same count as each `data` array.
* Capitalization and spacing are automatically cleaned.
* Numbers should be valid integers or floats, separated by space or comma.
* GraphViz inputs must use `->` arrows and semicolons.

***

### 📎 Output Format

Each action will return:

* A valid QuickChart-compatible **JSON object** (for chart actions), or
* A **chart image URL** that can be directly used or shared.

***

### 💳 API Usage Notes

All chart generation is powered by [QuickChart.io](https://quickchart.io). Please be aware of their rate limits and usage policy, especially if you're on the free plan.

***

### ❓Need Help?

If you encounter issues or need help formatting your input:

* Refer to QuickChart Documentation
* Or contact **Rapidbott Support**


# XPAY Checkout Payment Gateway Integration

Easily collect payments via WhatsApp, Instagram, Facebook Messenger, or any other chatbot channels using the XPAY Checkout Mini App integrated with Rapidbott. This guide walks you through setting up the app, configuring your XPAY API key, and understanding the actions and fields used.

***

### 🚀 Overview

The XPAY Checkout Mini App enables:

* One-time payment collection
* Subscription payment handling
* Refund processing
* Subscription status checking
* Cancelling active subscriptions

All payments are securely processed via your XPAY account, and payment links can be shared with customers via Rapidbott chatbots.

***

### 🔧 Installation Instructions

1. Login to your Rapidbott workspace.
2. Navigate to the **Mini Apps** section in the sidebar.
3. Click **Install Mini App**.
4. Search for **XPAY Checkout**.
5. Click **Install**.

During installation, you'll be prompted to enter your XPAY API key.

***

### 🔐 Requirements

To use this integration:

* You must have a merchant account on XPAY: <https://www.xpaycheckout.com/>
* You must generate an API Key from your XPAY dashboard.
* This key will be stored in the `xpay_api_key` field during the app installation in Rapidbott.

***

### 💡 API Key Configuration

While installing the XPAY Checkout Mini App:

* Paste your **XPAY API Key** into the required field.
* This key will authenticate all API requests to XPAY on your behalf.
* Ensure your key has access to payment, subscription, and refund scopes.

***

### 💰 Supported Currencies

XPAY supports a wide range of currencies. You must use valid ISO 4217 currency codes (like `USD`, `INR`, `EUR`).

🔗 [Check Supported Currencies on XPAY](https://www.xpaycheckout.com/#currencies)

***

### 🧩 Available Actions & Fields

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Flp1T7QYTlU87gZhlOYAU%2FCleanShot%202025-07-05%20at%2002.53.50.png?alt=media&amp;token=615014f3-77d9-40f3-97e4-e2050cc69a4a" alt=""><figcaption></figcaption></figure>

#### 1. **`create_one_time_payment`**

Generate a payment link for a one-time transaction.

**Required Fields:**

* `amount` – Amount to charge in smallest currency unit (e.g., 4900 for $49.00)
* `currency` – 3-letter currency code (e.g., INR, USD)
* `customer_email` – Email ID of the customer
* `customer_name` – Full name
* `desc` – Short description of what the payment is for
* `orderID` – Unique order identifier

**Output:** A payment link you can send to the user.

***

#### 2. **`create_subscription`**

Create a recurring billing subscription link.

**Required Fields:**

* `amount`, `currency`, `customer_email`, `customer_name`, `desc`, `orderID`
* `interval`: Billing frequency unit – e.g., `month`, `week`, `day`
* `intervalCount`: Number of units between billings
* `cycleCount`: Total number of billing cycles

**Example:**

* `interval`: `month`
* `intervalCount`: `1`
* `cycleCount`: `360`

🧮 This means: 1 billing every month for 360 months = 30 years.

**Output:** A subscription payment link.

***

#### 3. **`get_subscription`**

Fetches current details about an active subscription.

**Required Field:**

* `subscriptionId` – The subscription ID returned when the subscription was created.

**Output:** Status of the subscription, customer info, and billing details.

***

#### 4.  `cancel_subscription`

**Purpose:**\
Cancels an active subscription for a customer using the XPAY API.

**Input Field Required:**

* `subscriptionId` – The unique subscription ID assigned by XPAY.

**How it works:**\
This action sends a cancellation request to XPAY for the specified subscription. Once processed, the subscription will be terminated, and no further billing will occur.

**Use Case:**\
Use this when a customer decides to stop a recurring subscription (e.g., monthly memberships, SaaS plans, etc.).

**Important:**\
Make sure to confirm with the user before executing this action, as cancellations are typically irreversible.

***

#### 5. **`refund`**

Processes a refund for a payment that has already been completed.

**Required Field:**

* `xIntentId` – The intent ID from the original payment (returned by XPAY)

**Output:** Refund confirmation or error message.

***

### 📌 Field Summary

| Field            | Description                                       |
| ---------------- | ------------------------------------------------- |
| `amount`         | Amount in smallest unit (e.g., 4900 = $49.00)     |
| `currency`       | 3-letter currency code (e.g., INR, USD)           |
| `customer_name`  | Full name of the customer                         |
| `customer_email` | Email address of the customer                     |
| `desc`           | Description of the payment                        |
| `orderID`        | Unique order or receipt ID                        |
| `interval`       | Time unit (day, week, month) for subscriptions    |
| `intervalCount`  | How many units per billing (e.g., every 2 months) |
| `cycleCount`     | How many total cycles (e.g., 12 = 1 year monthly) |
| `subscriptionId` | Used to check subscription status                 |
| `xIntentId`      | Used to process a refund                          |

***

### 🟢 Example Use Case

You want to collect a monthly subscription of $49 for an online course:

* `amount`: `4900`
* `currency`: `USD`
* `interval`: `month`
* `intervalCount`: `1`
* `cycleCount`: `12` → Billed monthly for 1 year.

The payment link is sent over WhatsApp, the user pays, and you retrieve subscription status or refund using the provided actions.

***

### 🧠 Notes

* XPAY API expects all amounts in the smallest currency unit.
* Always validate user emails and order IDs before processing.
* Refunds only work after payment has been successfully completed.
* Currency limits and API scopes depend on your XPAY account configuration.

For further help, visit <https://www.xpaycheckout.com/> or contact Rapidbott support.

***

### ✅ Final Checklist

* You’re ready to collect payments using XPAY in your chatbot!


# PhonePe – Rapidbott Mini App

This mini app lets your Rapidbott chatbot create PhonePe payment sessions and redirect customers to PhonePe’s secure checkout page.

The flow is:

1. Chatbot collects amount and basic details from the user.
2. Rapidbott → calls our PhonePe Deno service → gets an internal `orderId`.
3. Chatbot sends the user to **your Payment Page URL** with `?orderId=...`.
4. Your payment page calls `/getToken` on the Deno service and redirects the user to PhonePe checkout.
5. After payment, PhonePe redirects back to your success / failure URLs (configured in PhonePe dashboard / Rapidbott flow).

***

### What you need

Before installing the mini app, make sure you have:

1. A PhonePe business account.
2. PhonePe **Client ID** and **Client Secret** (for the correct environment – Sandbox or Production).
3. A **Payment Page URL** on your website (HTML site, Wix, WordPress, etc.).

#### What is the Payment Page URL and why is it needed?

The Payment Page URL is a normal web page on **your** website that:

* Receives the `orderId` as a query parameter (example:\
  `https://yourwebsite.com/pay?orderId=abc123`).
* Calls our Deno service `/getToken` endpoint with that `orderId`.
* Gets back the actual PhonePe `tokenUrl`.
* Redirects the user to `tokenUrl` so the PhonePe checkout opens in their browser.

PhonePe expects the payment to start from a regular website page (not directly from a bot or a copied link), and this middle page also helps us handle security headers, referrer rules, etc.\
In short: **without this Payment Page, the user cannot be correctly redirected to PhonePe checkout.**

***

### Step 1 – Install the PhonePe Mini App in Rapidbott

1. Login to your Rapidbott account.
2. Go to: `Mini App` → search for **PhonePe**.
3. Click **Install Mini App**.

***

### Step 2 – Configure your credentials

Inside the PhonePe mini app settings, fill in:

1. **Environment**
   * `Sandbox` for testing
   * `Production` for live payments
2. **Client ID**\
   Paste your PhonePe merchant Client ID.
3. **Client Secret**\
   Paste your PhonePe merchant Client Secret.
4. **Payment Page URL**
   * This is the full URL of the page you create in the next step.
   * Example:
     * HTML site: `https://mydomain.com/pay.html`
     * Wix: `https://mydomain.com/phonepe-pay`
     * WordPress: `https://mydomain.com/phonepe-pay`

Click **Save** once all fields are filled.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FqM5a3a7KsY0502pPhiEE%2FChatGPT%20Rapidbott%20PhonePe.png?alt=media&amp;token=e698dbf3-3ca2-4bc2-8b13-c3db0fa7ba20" alt=""><figcaption></figcaption></figure>

***

### Step 3 – Create your Payment Page

You can host the payment page on:

* Any static HTML site
* Wix (Velo)
* WordPress or other CMS

The logic is always the same:

1. Read `orderId` from the URL.
2. Call `https://phonepe.rapidbott.in/getToken?orderId=...`.
3. If `success` and `tokenUrl` are returned, redirect the user to `tokenUrl`.
4. Show friendly error messages if something goes wrong.

#### 3.1 Basic HTML example (any hosting)

Create a file like `pay.html` on your website and paste:

```
<!DOCTYPE html>
<html lang="en">
<head>
  <meta charset="UTF-8" />
  <title>Processing Payment…</title>
  <meta name="viewport" content="width=device-width, initial-scale=1">

  <style>
    body {
      font-family: Arial, sans-serif;
      background: #fafafa;
      margin: 0;
      padding: 0;
      display: flex;
      justify-content: center;
      align-items: center;
      height: 100vh;
      text-align: center;
      color: #333;
    }
    .box {
      max-width: 380px;
      padding: 30px;
      background: white;
      border-radius: 12px;
      box-shadow: 0 4px 12px rgba(0,0,0,0.1);
    }
    .loader {
      margin: 20px auto;
      width: 40px;
      height: 40px;
      border: 4px solid #ddd;
      border-top: 4px solid #6a1b9a;
      border-radius: 50%;
      animation: spin 1s linear infinite;
    }
    @keyframes spin {
      100% { transform: rotate(360deg); }
    }
  </style>
</head>
<body>

<div class="box">
  <h2 id="statusText">Connecting to PhonePe…</h2>
  <div class="loader"></div>
</div>

<script>
(async () => {
  const statusEl = document.getElementById("statusText");

  function setStatus(msg) {
    statusEl.innerText = msg;
  }

  // Read ?orderId=XYZ
  const params = new URLSearchParams(window.location.search);
  const orderId = params.get("orderId");

  if (!orderId) {
    setStatus("Missing Order ID. Payment cannot continue.");
    console.error("No orderId found in URL.");
    return;
  }

  setStatus("Fetching payment session…");

  try {
    const apiURL = `https://phonepe.rapidbott.in/getToken?orderId=${encodeURIComponent(orderId)}`;

    const res = await fetch(apiURL);
    const data = await res.json();

    if (!data.success || !data.tokenUrl) {
      setStatus("Unable to start payment. Please try again.");
      console.error("PhonePe getToken error:", data);
      return;
    }

    // Redirect user to PhonePe checkout
    setStatus("Redirecting to PhonePe…");
    window.location.href = data.tokenUrl;

  } catch (err) {
    console.error(err);
    setStatus("Something went wrong. Please refresh and try again.");
  }
})();
</script>

</body>
</html>

```

Upload this file (for example at `https://yourdomain.com/pay.html`) and use that URL as your **Payment Page URL** in the mini app settings.

***

#### 3.2 Wix setup (Velo code)

You can do the same flow using Wix + Velo:

1. In your Wix site, **turn on Dev Mode / Velo**.
2. Create a new page (for example: `PhonePe Pay`).
3. Set its URL slug (e.g. `/phonepe-pay`).
4. Add a **Text** element on the page and set its ID to `textMessage`.
5. Open the **Page Code** panel and paste this script:

```
import { fetch } from 'wix-fetch';
import wixLocation from 'wix-location';

$w.onReady(async function () {
  $w('#textMessage').text = 'Loading, please wait...';

  const { orderId } = wixLocation.query;

  if (!orderId) {
    $w('#textMessage').text = 'Invalid payment link (missing orderId).';
    console.error('Missing orderId in query params');
    return;
  }

  try {
    const apiUrl = `https://phonepe.rapidbott.in/getToken?orderId=${orderId}`;

    const res = await fetch(apiUrl, { method: 'get' });
    const data = await res.json();

    console.log('getToken response:', data);

    if (data.success && data.tokenUrl) {
      $w('#textMessage').text = 'Redirecting to PhonePe...';
      wixLocation.to(data.tokenUrl);
    } else {
      $w('#textMessage').text = 'Unable to start payment. Please try again.';
      console.error('PhonePe getToken error:', data);
    }
  } catch (err) {
    console.error('Error calling /getToken:', err);
    $w('#textMessage').text = 'Something went wrong. Please try again later.';
  }
});

```

6. Publish your site.
7. Use the live page URL (for example `https://yourdomain.com/phonepe-pay`) as the **Payment Page URL** in the mini app settings.

#### 3.3 WordPress / other CMS (common setup)

For WordPress or any other CMS, the idea is the same as the **Basic HTML** example.

Option A – Separate HTML file

1. Create an HTML file `pay.html` with the same code from the **Basic HTML example** above.
2. Upload it to your hosting (via cPanel / FTP).
3. Use that file URL as the **Payment Page URL**.

Option B – WordPress page with Custom HTML block

1. In WordPress admin, go to Pages → Add New.
2. Title it, e.g. `PhonePe Pay`.
3. Add a **Custom HTML** block.
4. Inside the block, add a minimal HTML structure:

```
<div class="phonepe-box">
  <h2 id="statusText">Connecting to PhonePe…</h2>
  <div class="loader"></div>
</div>

<script>
(async () => {
  const statusEl = document.getElementById("statusText");

  function setStatus(msg) {
    statusEl.innerText = msg;
  }

  const params = new URLSearchParams(window.location.search);
  const orderId = params.get("orderId");

  if (!orderId) {
    setStatus("Missing Order ID. Payment cannot continue.");
    console.error("No orderId found in URL.");
    return;
  }

  setStatus("Fetching payment session…");

  try {
    const apiURL = `https://phonepe.rapidbott.in/getToken?orderId=${encodeURIComponent(orderId)}`;
    const res = await fetch(apiURL);
    const data = await res.json();

    if (!data.success || !data.tokenUrl) {
      setStatus("Unable to start payment. Please try again.");
      console.error("PhonePe getToken error:", data);
      return;
    }

    setStatus("Redirecting to PhonePe…");
    window.location.href = data.tokenUrl;

  } catch (err) {
    console.error(err);
    setStatus("Something went wrong. Please refresh and try again.");
  }
})();
</script>

<style>
.phonepe-box {
  max-width: 380px;
  margin: 40vh auto 0;
  transform: translateY(-50%);
  padding: 30px;
  background: #fff;
  border-radius: 12px;
  box-shadow: 0 4px 12px rgba(0,0,0,0.1);
  text-align: center;
  font-family: Arial, sans-serif;
}
.loader {
  margin: 20px auto;
  width: 40px;
  height: 40px;
  border: 4px solid #ddd;
  border-top: 4px solid #6a1b9a;
  border-radius: 50%;
  animation: spin 1s linear infinite;
}
@keyframes spin {
  100% { transform: rotate(360deg); }
}
</style>

```

5. Publish the page.
6. Use the page URL (e.g. `https://yourdomain.com/phonepe-pay`) as your **Payment Page URL**.

Note: some WordPress setups block `<script>` in the editor. In that case, you can move the JS into a theme file / Code Snippets plugin and keep only the markup in the page.

### Step 4 – Using PhonePe inside your chatbot

Once you have installed the PhonePe Mini App and configured your Client ID, Client Secret, Environment, and Payment Page URL, you can start using the integration inside your chatbot flow.

Follow the steps shown below:

***

### **1. Add an Action Node**

In your Flow Builder:

1. Click the **+** icon and add an **Action** block.
2. Inside the Action block, click **Integrations** (as shown in the screenshot).

This will open the list of available Mini Apps.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtoOn6g4MTWaNsAy8FOcm%2FChatGPT%20Rapidbott%20PhonePe%20(1).png?alt=media&amp;token=2dcca761-f2e4-4a6c-ae2f-0cd446ed39a3" alt=""><figcaption></figcaption></figure>

### **2. Select the PhonePe Integration**

Scroll through the integrations list and choose:

**PhonePe**

This opens the actions available inside this Mini App.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fw04I7FrIIo7slTgtZgfj%2FChatGPT%20Rapidbott%20PhonePe%20(2).png?alt=media&amp;token=a94b464f-3cb1-4310-b43e-93fc6e7a2550" alt=""><figcaption></figcaption></figure>

### **3. Choose “Create Payment Link”**

From the PhonePe action options, select:

**CREATE — Create Payment Link**

This action will generate a PhonePe order and return a checkout link.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJ1syCAoJi0ABdQMRAqak%2FChatGPT%20Rapidbott%20PhonePe%20(3).png?alt=media&amp;token=bbbb3ff3-d63d-440b-92f9-60be9f23d1a3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZvoRKnZGpd1BEriNQkf8%2FChatGPT%20Rapidbott%20PhonePe%20(4).png?alt=media&amp;token=acf5e1f2-c38f-41dd-8569-2dbfcd4497e3" alt=""><figcaption></figcaption></figure>

### **4. Enter the Payment Amount**

Inside the action settings:

* Fill the **amount** field.
* **IMPORTANT:** PhonePe expects the amount in **paise**, not rupees.
  * Example:
    * ₹10 → **1000**
    * ₹199 → **19900**

This rule is mandatory (PhonePe uses integer paise values).

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9dxV3wFaxCH9eMuonjHw%2FChatGPT%20Rapidbott%20PhonePe%20(5).png?alt=media&amp;token=df86d65d-cae8-4b0b-8bf7-552706154e45" alt=""><figcaption></figcaption></figure>

### **5. Map the Payment Link to a Custom Field**

The action returns a **Payment Link** (the redirect URL from your Payment Page).

You can store this link in any custom field—for example:

**checkout\_url**

Steps:

1. Under Response Mapping → App Data, click the dropdown.
2. Choose or Create your custom field (e.g., `checkout_url`).
3. Save the action.

This allows you to use the payment link later in your flow.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FddISRWTU77y9S5pCqbZh%2F20711.png?alt=media&amp;token=c82efb18-60d7-4e8b-b19f-141dac823043" alt=""><figcaption></figcaption></figure>

### **6. Send the Payment Link to the User**

Now add a **Send Message** node after the action.

Inside the message:

1. Type your message:\
   “Here is your payment link”
2. Add a **Button**.
3. Set the button action to **Open URL**.
4. Insert the dynamic field:\
   **{{checkout\_url}}**

This will send a clickable PhonePe checkout link to the user.

Example message inside the chatbot:

> Here is your payment link\
> \[Checkout Button → opens PhonePe]

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkNJ5gBy74LwFRuFXj9RM%2FChatGPT%20Rapidbott%20PhonePe%20(6).png?alt=media&amp;token=b73e11e2-cd87-48a3-aced-37eb869f3b50" alt=""><figcaption></figcaption></figure>

## **7. Add PhonePe Triggers (Payment Success / Payment Failed)**

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FplZEoGE7ng1WUoAYxwM5%2FCleanShot%20Dec%207%20from%20Rapidbott%20PhonePe%20Docs.png?alt=media&amp;token=1bec8c5c-7826-493b-93b2-332c1d3c5430" alt=""><figcaption></figcaption></figure>

PhonePe sends real-time status updates when a customer completes or fails a payment.\
Using **Triggers** in Rapidbott, you can automate follow-up actions like sending receipts, granting access, or handling failures.

Follow the steps below:

***

### **1. Go to Automation → Triggers**

In your left menu:

1. Click **Automation**
2. Select **Triggers**

This opens your main trigger dashboard.

***

### **2. Click “+ Trigger”**

On the top-right corner, click the **+ Trigger** button.\
A list of available trigger types will appear.

***

### **3. Choose PhonePe Payment Triggers**

Scroll down to the PhonePe section and you will see two triggers:

#### **• PhonePe – Payment Success**

Triggered when the user's payment is successfully completed and confirmed by PhonePe.

#### **• PhonePe – Payment Failed**

Triggered when the user's payment fails, expires, or is canceled.

Select the trigger you want to configure.

***

### **4. Select “PhonePe – Payment Success” Trigger**

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6HwsAPaFHEcDFhiLAB2u%2FCleanShot%20Dec%207%20from%20Rapidbott%20PhonePe%20Docs%20(1).png?alt=media&amp;token=207b359c-3009-42a1-bb2b-ff0daecaa623" alt=""><figcaption></figcaption></figure>

After creating the trigger:

* You will see the configuration screen as shown in the screenshot.
* Turn the trigger **ON** if it's not already activated.

***

### **5. Map Payment Data to Your User Fields**

The trigger automatically receives data from PhonePe:

| Data Received               | Meaning                       | Example                 |
| --------------------------- | ----------------------------- | ----------------------- |
| **Payment Status**          | Usually “SUCCESS”             | `SUCCESS`               |
| **Order ID**                | Internal order reference      | `RB-PP-20251207-ABC123` |
| **PhonePe Payment Details** | Full raw payload from PhonePe | JSON object             |

You can save each of these into your own user fields:

* **Payment Status → PhonePe Status**
* **Order ID → order\_id**
* **PhonePe Payment Details → PhonePe Data**

This allows you to use these values later in broadcasts, conditional flows, analytics, or custom reporting.

***

### **6. (Optional) Add Conditions**

If you want the trigger to run only for a specific group of users, you can add conditions like:

* User has a specific tag
* User belongs to a certain flow
* User triggered a particular action

If not needed, you can leave it empty.

***

### **7. Add Notes (Optional)**

You can add internal notes such as:

* “Triggered after successful PhonePe payment”
* “Maps payment details to user fields for reporting”

This is useful for team reference.

***

### **8. Save the Trigger**

Click **Save** to activate it.

Now, every time PhonePe confirms a successful payment:

* The trigger will run instantly
* User fields will be updated
* Your automation flow (actions or messages) will execute

***

## **Optional: Configure Payment Failed Trigger**

You can repeat the same steps for the **Payment Failed** trigger to handle:

* Failed transactions
* Expired payments
* User cancellations
* Payment errors

This helps you automate reminders or resend the payment link.

### **9. Replace or Edit Sub-Flows Anytime**

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGBPhET04onqg6u7o7sLX%2FCleanShot%20Dec%207%20from%20Rapidbott%20PhonePe%20Docs%20(2).png?alt=media&amp;token=e89cec24-dc46-4e38-9260-2fbb8afda692" alt=""><figcaption></figcaption></figure>

On the right side of each trigger:

* **Click the ✏️ (edit icon)** to change the sub-flow
* **Click the × icon** to remove the mapping
* Toggle the **switch** to enable or disable a trigger

This gives you complete flexibility to customise the post-payment experience.

***

## ✅ Your PhonePe Automation System Is Now Fully Ready

You now have:

✓ Payment Link generation\
✓ Custom Payment Page URL redirect\
✓ Automatic Payment Success flow\
✓ Automatic Payment Failed flow\
✓ Optional user fields to store payment data

This completes the **end-to-end PhonePe + Rapidbott integration**.


# Cashfree Payment Gateway Integration

Rapidbott Cashfree PG Mini App Documentation

### Overview

The Cashfree Payment Link Integration allows businesses using Rapidbott to collect customer payments securely through chatbot-based workflows. Payment links are generated via Cashfree’s Payment Link API and shared directly with customers on WhatsApp or web chat.

***

### Installing the Cashfree Payment Link Integration

The Cashfree Payment Link Integration is available as a **Mini App** inside the Rapidbott App Store and can be installed per workspace.

#### Prerequisites

Before installing, ensure the following:

* You have an active **Rapidbott workspace**
* You have a **Cashfree merchant account**
* Your Cashfree account has **Payment Link API access enabled**
* API credentials (Client ID and Client Secret) are available

***

#### Step-by-Step Installation

1. Log in to your **Rapidbott Dashboard**
2. Select the **workspace** where you want to enable payments
3. Navigate to **Mini Apps → App Store**
4. Search for **Cashfree Payment Link**
5. Click **Install**
6. You will be prompted to enter your **Cashfree API credentials**
   * Client ID
   * Client Secret
7. Save the configuration

Once installed, the integration becomes available across chatbot flows within the selected workspace.

***

#### Configuration After Installation

After successful installation:

* Set **default currency** (INR by default)
* Configure **webhook endpoint** for payment status updates
* Verify API connectivity using a test payment

These settings can be updated anytime from the **Mini Apps → Installed Apps** section.

***

#### Using the Integration in a Chatbot Flow

1. Open the **Flow Builder** for your workspace
2. Add a **Payment / Action node**
3. Select **Cashfree Payment Link** as the action
4. Map required fields:
   * Amount
   * Currency
   * Customer Name
   * Customer Email
   * Customer Phone
   * Description
5. Publish the flow

When the flow runs, a payment link is generated and shared automatically with the customer.

***

#### Workspace-Level Behavior

* Integration is **workspace-specific**
* Each workspace can use its own Cashfree account
* Multiple chatbots in the same workspace can reuse the integration
* Removing the Mini App disables payment creation for that workspace

***

### How It Works

1. Customer interacts with a Rapidbott chatbot.
2. Chatbot requests payment based on flow logic.
3. Rapidbott creates a payment link using Cashfree Payment Link API.
4. Payment link is sent to the customer.
5. Customer completes the payment on Cashfree’s hosted checkout page.
6. Cashfree sends payment status via webhook.
7. Rapidbott processes the status and triggers the next action.

***

### Supported Features

* One-time payment link generation
* Secure server-side Cashfree API integration
* Custom payment amount and description
* Customer details capture
* Payment expiry handling
* Webhook-based payment confirmation
* Payment success trigger inside chatbot flow

***

### Required Inputs

#### 1. Payment Amount

* Amount must be entered in the **smallest currency unit**.
* Examples (INR):
  * INR 10 → `1000`
  * INR 250 → `25000`

***

#### 2. Currency

* **Default currency is INR**
* If your Cashfree account has **international payments enabled**, you may select other currencies.

Supported example currencies:

* INR – Indian Rupee (default)
* USD – US Dollar
* EUR – Euro

Note: Currency availability depends on your **Cashfree account configuration**. If international payments are not enabled, only INR can be used.

***

#### 3. Customer Details

Providing accurate customer details improves payment success and traceability.

* Customer Name
* Customer Email
* Customer Phone Number

**Phone Number Format**

Enter a valid phone number.

* For India, enter a **10-digit mobile number**
* For international numbers, **include the country code with `+`**

Examples:

* India: `9876543210`
* International: `+14155552671`

***

#### 4. Payment Description

A short description explaining the payment purpose.

Example:\
`Payment for services via Rapidbott chatbot`

***

#### 5. Payment Expiry

* Payment links support expiry time.
* Expiry is dynamically calculated during link creation.
* Recommended expiry range: **5 to 59 minutes** for chatbot flows.

***

### Payment Success Trigger (Important)

Payment success is detected using **Cashfree webhooks**.

#### Trigger Condition

The payment is considered **successful** when Cashfree sends a webhook with status:

`SUCCESS`

#### What Happens After Success

Once payment success is confirmed:

* Rapidbott marks the payment as completed
* Chatbot flow automatically continues
* Success confirmation message is sent to the customer
* Admin or system actions can be triggered (order confirmation, service activation, etc.)

No manual verification is required.

***

### Payment Statuses Supported

* SUCCESS
* FAILED
* PENDING
* EXPIRED

Each status can be handled inside the chatbot flow based on business logic.

***

### Important Note – Production Error

#### Error Message

`link_creation is not enabled or approved. Please reach out to care@cashfree.com.`

#### Meaning

Payment Link API is **not enabled** for your Cashfree production account.

#### Action Required

* Contact Cashfree Support at `care@cashfree.com`
* Request **Payment Link API (PL API)** enablement
* Mention usage: *API-based payment link creation via Cashfree Payment Gateway*

Once enabled, no changes are needed on Rapidbott.

***

### Security & Compliance

* All Cashfree API calls are server-side
* API keys are securely stored
* Rapidbott does not store card or payment credentials
* Payments are processed entirely by Cashfree

***

### Intended Use Case (Cashfree Context)

This integration is used to collect genuine customer payments for services, bookings, and orders initiated via chatbot conversations. Rapidbott functions as a technology layer; Cashfree handles payment processing.

***

### Limitations

* One-time payments only
* Currency support depends on Cashfree account permissions
* Subscription payments are not supported yet

***

### Coming Soon

* Subscription and recurring payments
* Payment reminders
* Payment analytics
* Multi-currency enhancements


# Easebuzz Payment Gateway Integration – Rapidbott

## Easebuzz Payment Gateway Integration – Rapidbott

### Overview

The **Easebuzz Payment Gateway Integration** on Rapidbott enables businesses to securely collect payments directly from chatbot conversations using Easebuzz checkout.

With this integration, you can:

* Generate payment links dynamically
* Collect payments via WhatsApp, Web, Instagram, and other channels
* Track payment status inside chatbot flows
* Automate post-payment actions using triggers

***

### Supported Use Cases

* One-time product payments
* Service and booking charges
* Advance or partial payments
* Event registrations
* Invoice-based collections

***

### Prerequisites

Before installing the integration, ensure:

1. An **active Easebuzz merchant account**
2. Access to **Easebuzz API credentials**
3. A Rapidbott workspace with **Mini App access enabled**

***

### Installing the Easebuzz Integration

#### Step 1: Access Mini App Store

1. Login to your **Rapidbott Dashboard**
2. Select the required **Workspace**
3. Navigate to:\
   Mini Apps → App Store

***

#### Step 2: Install Easebuzz Mini App

1. Locate **Easebuzz Payment Gateway**
2. Click **Install**
3. The Easebuzz Mini App will be added to your workspace

***

#### Step 3: Configure Easebuzz Credentials

After installation:

1. Open **Mini Apps → Easebuzz**
2. Enter the required credentials:
   * Merchant Key
   * Salt Key
   * Environment (Test / Live)
3. Save the configuration

***

### Easebuzz Credentials Explained

Easebuzz uses two mandatory credentials to authenticate and secure payment requests.

***

#### Merchant Key

**What is Merchant Key?**

The **Merchant Key** is a unique identifier assigned to your Easebuzz merchant account.\
It identifies the merchant initiating the payment request.

**Where to Find Merchant Key**

1. Login to the **Easebuzz Merchant Dashboard**
2. Go to:\
   Account Settings → API Credentials
3. Copy the **Merchant Key**

***

#### Salt Key

**What is Salt Key?**

The **Salt Key** is a secure secret used to:

* Generate request hashes
* Verify request authenticity
* Protect payment data from tampering

This key must be kept confidential.

**Where to Find Salt Key**

1. Login to the **Easebuzz Merchant Dashboard**
2. Navigate to:\
   Account Settings → API Credentials
3. Copy the **Salt Key**

***

#### Environment-Based Keys

Easebuzz provides separate credentials for each environment.

| Environment | Merchant Key      | Salt Key      |
| ----------- | ----------------- | ------------- |
| Test        | Test Merchant Key | Test Salt Key |
| Live        | Live Merchant Key | Live Salt Key |

Always ensure the selected environment matches the keys used.

***

### Creating a Payment Link

The Easebuzz Mini App generates a secure checkout link using the provided payment details.

***

#### Mandatory Payment Fields

| Field         | Description                  |
| ------------- | ---------------------------- |
| Amount        | Payment amount               |
| Currency      | Default: INR                 |
| Customer Name | Name of the payer            |
| Phone Number  | Mandatory and validated      |
| Email Address | Mandatory and validated      |
| Reference ID  | Unique transaction reference |

***

### Amount Rules

* Must be numeric
* Up to **two decimal places**
* Examples:
  * `10.00`
  * `199.50`

***

### Phone Number Validation (Mandatory)

Easebuzz performs **strict phone number validation**.

#### India

* Exactly **10 digits**
* Example: `9876543210`
* No spaces or special characters

Invalid phone numbers will cause **payment link generation to fail**.

***

### Email Validation (Mandatory)

* Must be provided
* Must be in valid email format
* Example: `customer@example.com`

Missing or invalid emails will block payment creation.

***

### Supported Currency

* Default currency: **INR**
* Use only currencies enabled in your Easebuzz account

***

### Payment Flow

1. User reaches payment step in chatbot
2. Rapidbott sends payment request to Easebuzz
3. Easebuzz generates checkout link
4. User completes payment
5. Easebuzz sends payment status
6. Rapidbott triggers corresponding action

***

### Payment Triggers in Rapidbott

Rapidbott automatically listens for payment status updates.

***

#### Available Triggers

| Trigger         | Description                                  |
| --------------- | -------------------------------------------- |
| Payment Success | Fired when payment is completed successfully |
| Payment Failed  | Fired when payment fails or is cancelled     |

***

#### Payment Success Trigger

Triggered when:

* Payment is successful
* Transaction ID is generated
* Payment status is confirmed

Common actions:

* Send confirmation message
* Share invoice or receipt
* Continue chatbot flow
* Notify admin or CRM

***

#### Payment Failed Trigger

Triggered when:

* Payment fails
* User cancels payment
* Validation error occurs

Common actions:

* Ask user to retry payment
* Offer alternate payment option
* Escalate to support

***

### Common Issues & Troubleshooting

#### Payment Link Not Generated

Check the following:

1. Phone number is missing or invalid
2. Email address is missing or invalid
3. Amount format is incorrect
4. Merchant Key or Salt Key is incorrect
5. Environment does not match keys

***

#### Authentication / Hash Errors

Possible causes:

* Incorrect Salt Key
* Mixed Test and Live credentials
* Wrong environment selection

***

### Best Practices

* Always validate phone and email before payment
* Use a unique reference ID for each transaction
* Handle both success and failure triggers
* Test thoroughly in **Test Mode** before Live
* Keep Salt Key confidential

***

### Example Chatbot Payment Flow

1. Collect customer name, phone, email
2. Confirm payable amount
3. Generate Easebuzz payment link
4. Wait for payment response
5. Trigger success or failure path

***

### Summary

* Easebuzz integration enables secure chatbot payments
* Merchant Key identifies your account
* Salt Key secures transactions
* Phone and email are mandatory
* Rapidbott triggers automate post-payment actions

***


# MyFatoorah Payment Gateway Integration

### Overview

The MyFatoorah Payment Gateway integration allows you to collect secure online payments directly inside your Rapidbott chatbot.

This integration supports:

* Payment link generation
* Payment success trigger
* Payment failure trigger
* Dynamic order data passing
* Secure API-based verification

***

### Requirements

Before installing:

* Active MyFatoorah merchant account
* MyFatoorah API Key (Test or Live)

***

### Installation

1. Go to Rapidbott Mini App Store
2. Install **MyFatoorah PG**
3. Enter your MyFatoorah API Key
4. Select Test or Live mode
5. Save

***

### Configuration

Inside the app settings:

* Enter API Key
* Select Mode:
  * Test Mode (recommended first)
  * Live Mode (production)

{% hint style="warning" %}
Always test before switching to live mode.
{% endhint %}

***

### Using in Chatbot Flow

Add a Payment Node in your chatbot builder.

Provide:

* Amount
* Customer Name
* Customer Email
* Reference ID
* Description

You can pass dynamic variables like:

Amount → {{order\_amount}}\
Name → {{user\_name}}\
Email → {{user\_email}}\
Reference → {{order\_id}}

***

### Payment Flow Logic

Step 1: User confirms purchase\
Step 2: Chatbot generates MyFatoorah payment link\
Step 3: User completes payment\
Step 4: Integration verifies payment using MyFatoorah API\
Step 5: Chatbot triggers:

* Payment Success Flow\
  or
* Payment Failed Flow

***

### Payment Success Trigger

Triggered when:

* Payment status = Paid

You can use this to:

* Confirm order
* Send invoice
* Unlock service
* Assign agent
* Trigger backend automation

***

### Payment Failed Trigger

Triggered when:

* Payment status = Failed
* Payment expired
* Payment cancelled

You can use this to:

* Retry payment
* Notify user
* Offer alternative payment

***

### Security

* API Key stored securely
* Payment status verified before confirmation
* No manual status validation required

***

### Test Mode vs Live Mode

Test Mode:

* Safe environment
* No real charges

Live Mode:

* Real transactions
* Production environment


# AmwalPay Payment Gateway Integration

### Overview

The AmwalPay integration allows businesses to securely collect payments directly from WhatsApp, Web Chat, or other chatbot channels built using Rapidbott.\
This integration supports **payment link generation**, **transaction verification**, and **real-time payment status handling**.

Using this integration, businesses can:

* Generate payment links dynamically
* Collect payments in supported currencies
* Verify payment status using reference IDs
* Automate post-payment actions inside chatbot flows

***

### Supported Use Cases

* Service payments
* Booking confirmations
* Order payments
* Subscription or one-time fee collection
* Invoice-based payments using reference IDs

***

### Prerequisites

Before enabling this integration, ensure the following:

1. An active AmwalPay merchant account
2. Access to AmwalPay UAT or Production credentials
3. Rapidbott Workspace with Mini App access
4. Approved payment features enabled on your AmwalPay account

***

### Installing the Integration

#### Step 1: Open Rapidbott App Store

1. Login to your Rapidbott Dashboard
2. Navigate to **Mini Apps / Integrations**
3. Search for **AmwalPay**
4. Click **Install**

#### Step 2: Configure Credentials

After installation, you will be prompted to enter:

* Merchant ID
* Terminal ID
* API Base URL (UAT or Production)
* Secret Key (Hex format)

Save the configuration once completed.

***

### Payment Flow Overview

1. User initiates a payment from chatbot
2. Rapidbott generates a unique **Bill Reference ID**
3. Payment link is created via AmwalPay
4. User completes payment on AmwalPay checkout page
5. Transaction status is verified using reference ID
6. Chatbot continues flow based on payment status

***

### Creating a Payment Link

#### Required Parameters

* Amount
* Currency
* Merchant Reference (Bill Reference ID)
* Customer details (optional but recommended)

#### Example Reference ID Format

```
rb_1734518923_X9A2
```

Reference IDs should be:

* Unique per transaction
* Passed consistently across payment creation and verification

***

### Payment Status Verification

Payment verification is done using the **Get Transactions** endpoint.

#### Endpoint

```
/Transaction/GetTransactionsWithStatistics
```

#### Key Fields to Check

* responseCodeName\
  Approved → Payment Successful\
  Declined / Failed → Payment Unsuccessful
* merchantReference\
  Used to match the transaction with your chatbot flow

#### Sample Success Response

```
responseCodeName: Approved
transactionTypeDisplayName: Purchase
amountFormatted: 1.000
currency: OMR
```

***

### Payment Success Trigger (Important)

A payment is considered **successful** when:

* responseCodeName equals `Approved`
* merchantReference matches the generated Bill Reference ID

Once confirmed, you can:

* Send confirmation message to user
* Unlock next chatbot step
* Generate invoice or receipt
* Notify admin or support team

***

### Handling Failed or Pending Payments

If payment is:

* Not found → Retry verification after a short delay
* Declined → Prompt user to retry payment
* Pending → Inform user and recheck after few minutes

***

### Supported Currencies

Common supported currencies include:

* OMR
* INR
* USD
* EUR

Currency availability depends on your AmwalPay merchant account configuration.

***

### Environment Modes

#### UAT (Testing)

* Used for development and testing
* Transactions are not real
* Provided by AmwalPay for sandbox testing

#### Production

* Used for live payments
* Requires feature approval from AmwalPay
* Real money transactions

***

### Common Errors & Notes

#### Payment Feature Not Enabled

If you encounter errors related to payment creation or missing transactions:

* Contact AmwalPay support
* Request enabling of required payment APIs for your merchant account

#### Reference ID Mismatch

Ensure the same reference ID is:

* Used while creating payment
* Used again while verifying payment

***

### Security Best Practices

* Never expose Secret Keys in frontend
* Always verify payment status from backend
* Use HTTPS endpoints only
* Store transaction logs securely

***

### Best Practices

* Always generate unique Bill Reference IDs
* Show clear payment instructions to users
* Handle retries gracefully
* Log all payment attempts for audit

***

### Support

If you face issues with:

* Integration setup
* Payment verification
* API errors

Contact:\
Rapidbott Support\
Email: <support@rapidbott.com>


# Whapi.Cloud WhatsApp Integration

Easily send and receive WhatsApp messages, media, and group interactions using the Whapi.Cloud Mini App integrated with Rapidbott. This guide explains setup, API token configuration, and the details of each supported action.

***

### 🚀 Overview

The Whapi.Cloud Mini App enables:

* Retrieve WhatsApp Group IDs
* Fetch WhatsApp message info & metadata
* Send messages with Call/Link buttons
* Send/Reply media in groups
* Send/Reply text in groups
* Send/Reply media to a user’s phone
* Send/Reply text to a user’s phone

All actions are securely processed via Whapi.Cloud and can be automated in Rapidbott flows.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1mom4QbkEYFWQciEE1WK%2FCleanShot%202025-08-20%20at%2014.43.39.png?alt=media&amp;token=beb0effc-67d9-4ee5-a233-360cf6c61f3f" alt="" width="563"><figcaption></figcaption></figure>

***

### 🔧 Installation Instructions

{% embed url="<https://youtu.be/Lmm5kQbWdrI>" %}

1. Login to your Rapidbott workspace.
2. Navigate to **Mini Apps** in the sidebar.
3. Click **Install Mini App**.
4. Select **Whapi.Cloud Integration**.
5. Enter your **Whapi.Cloud API Token** when prompted.
6. Save and you’re ready to use the actions.

***

### 🔑 Requirements

* Active **Whapi.Cloud account**
* WhatsApp phone number linked to Whapi.Cloud
* Generated **API Token**

***

### 🔐 API Token Configuration

1. Go to your **Whapi.Cloud Dashboard**.
2. Generate an **API Token** for your WhatsApp number.
3. Copy the token and paste it into the Rapidbott Mini App setup.

***

### 📌 Available Actions & Fields

### 1. Action: Find WhatsApp Group ID

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvKbICvEhSxlg8ZK45WnU%2FCleanShot%202025-08-20%20at%2014.45.03.png?alt=media&amp;token=909539dd-dd03-4bf4-b1c8-710a8ce2818b" alt=""><figcaption></figcaption></figure>

**Purpose**\
Retrieve the **unique ID** of any WhatsApp group linked to your Whapi.Cloud number. This ID is needed to send messages, media, or replies to a group.

***

**How it works (screenshot reference):**

1. Select a group from the **dropdown list** of all groups linked to your Whapi cloud WhatsApp number.
2. The system fetches the **Group ID** automatically.
3. Optionally, map the Group ID to a custom field for re-use in later actions.

***

#### 🔹 Inputs

| Field            | Description                                                 | Required   | Example               |
| ---------------- | ----------------------------------------------------------- | ---------- | --------------------- |
| **Select Group** | Dropdown showing all groups linked to your WhatsApp number. | ✅ Required | “Rapidbott Community” |

***

#### 🔹 Outputs

| Field            | Description                                          | Example                               |
| ---------------- | ---------------------------------------------------- | ------------------------------------- |
| **Group ID**     | Unique ID of the WhatsApp group (ends with `@g.us`). | `120363402710598239@g.us`             |
| **Group Name**   | Human-readable name of the group.                    | “Rapidbott Community”                 |
| **Participants** | List of members in the group (if available).         | `[919544694583, 919812345678]`        |
| **Last Message** | Metadata of the most recent message.                 | `{ id, type, from, timestamp, text }` |

***

**Notes**

* Always **save Group ID** in a custom field or variable to use it later.
* If the group doesn’t appear, confirm your WhatsApp number is a member of that group.
* Group IDs always end with `@g.us`.

***

## 2. Action: Retrieve WhatsApp Message Info

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fv8PT4WQcrooCXRVI775a%2FCleanShot%202025-08-20%20at%2014.50.05.png?alt=media&amp;token=19b58506-6f22-4f35-8d47-ec0cea8af55c" alt=""><figcaption></figcaption></figure>

**Purpose**\
Fetch metadata for a specific WhatsApp **Message ID**. Useful to know what type of message was sent (text, image, doc, etc.), who sent it, and to extract captions.

***

**How it works (screenshot reference):**

1. Enter the **Message ID** (from webhook or Get Messages response).
2. Map desired outputs (e.g., Sender Phone, Media Caption) to **Custom Fields**.
3. Use the mapped data in later steps to reply or trigger automations.

***

#### 🔹 Inputs

| Field          | Description                                | Required   | Example                        |
| -------------- | ------------------------------------------ | ---------- | ------------------------------ |
| **Message ID** | Unique identifier of the WhatsApp message. | ✅ Required | `XyZ123abcDEF_9-KLmNopQRsTUWV` |

***

#### 🔹 Outputs

| Field                 | Description                                           | Example                   |
| --------------------- | ----------------------------------------------------- | ------------------------- |
| **Message Type**      | Type of message: text, image, video, doc, audio, etc. | `image`                   |
| **User/Group Name**   | Display name of sender or group name.                 | “Rapidbott Demo”          |
| **WhatsApp Message**  | The actual message text (if type = text).             | “Hello team!”             |
| **Sender Name**       | WhatsApp profile name of sender.                      | “Vajan Saju”              |
| **Sender Phone**      | Sender’s number (with country code, no “+”).          | `919544694583`            |
| **Quoted Message ID** | ID of the message being replied to.                   | `ABC123xyz`               |
| **Timestamp**         | When the message was sent (Unix).                     | `1724148000`              |
| **Doc File Name**     | File name if message type = document.                 | `invoice.pdf`             |
| **Media Caption**     | Caption if message contains media.                    | “Please check this file.” |
| **Whapi Output**      | Full raw JSON payload from Whapi.Cloud.               | `{...}`                   |

***

**Notes**

* Always map **Sender Phone** if you plan to reply directly.
* Use **Media Caption** consistently for all media messages.
* Convert **Timestamp** to readable date/time using a processor if needed.
* Great for conditional flows: e.g., “If Message Type = Image, then…”.

***

✅ Now you have **all three actions (Find Group ID, Retrieve Message Info, Send Call/Link Buttons)** in the same polished format.

***

### 3. Action: Send Message with Call/Link Buttons

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fy5XCdY4RCSYvJ3HTipEV%2FCleanShot%202025-08-20%20at%2014.55.42.png?alt=media&amp;token=dd15629a-cc3e-43d1-ab20-9dda983d80e1" alt=""><figcaption></figcaption></figure>

**Purpose**\
Send a WhatsApp message with up to **two CTA buttons**:

* **Call Now** → opens the phone dialer.
* **Website Link** → opens a website in the browser.

This makes messages more interactive and actionable.

***

**How it works (screenshot reference):**

1. Add optional **Header Text** (short title).
2. Write your **Message Body** (required).
3. Add optional **Footer Text** (notes, disclaimers).
4. Configure one or both CTA buttons:
   * **Call Now Button** → enter phone number with country code.
   * **Website Link Button** → enter full URL.
5. Enter the **Recipient Phone or Group ID** to send the message.
6. Optionally map **WhAPI Data** and **Message Status** into custom fields for later use.

***

#### 🔹 Inputs

| Field                           | Description                                                               | Required   | Example                                     |
| ------------------------------- | ------------------------------------------------------------------------- | ---------- | ------------------------------------------- |
| **Header Text**                 | Appears above the message body. Keep short (≤ 60 chars).                  | Optional   | “Support Team”                              |
| **Message Body**                | Main text content (≤ 1000 chars).                                         | ✅ Required | “Need help? Reach us instantly.”            |
| **Footer Text**                 | Appears below the message body (≤ 60 chars).                              | Optional   | “Available Mon–Fri, 9AM–6PM”                |
| **Call Now Button**             | Phone number with country code (no “+”). Creates a dial button.           | Optional   | `919876543210`                              |
| **Website Link Button**         | Full URL. Creates a link button.                                          | Optional   | `https://rapidbott.com`                     |
| **Recipient Phone or Group ID** | Target chat. Phone = digits with country code. Group = ends with `@g.us`. | ✅ Required | `919544694583` or `120363402710598239@g.us` |

***

#### 🔹 Outputs

| Field              | Description                                    | Example |
| ------------------ | ---------------------------------------------- | ------- |
| **WhAPI Data**     | Raw JSON response from Whapi.Cloud.            | `{...}` |
| **Message Status** | Status of the message (sent/delivered/failed). | `sent`  |

***

**Notes**

* If both **Call Now** and **Website Link** are empty, the action will fail.
* Use **short button titles** so WhatsApp UI displays them cleanly.
* Test with your own WhatsApp number before sending to live users.
* For groups, always use the full Group ID (from *Find WhatsApp Group ID*).

***

✅ Example Setup:

* Header → *Support Team*
* Message Body → *Need help? You can reach us right away.*
* Call Button → `919544694583`
* Link Button → `https://rapidbott.com`
* Recipient → `919876543210`

**Result in WhatsApp:**\
User receives a message with two interactive buttons: *Call Us* and *Visit Website*.

***

### 4. Action: Send/Reply Media in WhatsApp Group

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlxM3zyGjiWpqKBDsdUV1%2F1329.png?alt=media&amp;token=e4c4859b-bd34-41ee-bd06-422d05b01883" alt=""><figcaption></figcaption></figure>

**Purpose**\
Send or reply with a **media file** (image, video, audio, or document) in a WhatsApp group. You can also add a caption, set dimensions, or make media viewable only once.

***

**How it works (screenshot reference):**

1. Choose your **Media Type** (image, video, audio, document).
2. Select the **Group** from the dropdown (or provide Group ID).
3. (Optional) Add a **Quoted Msg ID** if you want to reply to a specific message.
4. Paste the **Media File URL** (must be public).
5. (Optional) Add a **Caption**, dimensions (Width/Height), or file name.
6. Select **View Once** if you want the file to disappear after being viewed once.
7. (Optional) Use **DM Sender from Group** → “Yes” will DM the user privately instead of replying in the group (only works with Quoted Msg ID).
8. Save, and map outputs (Message Status, WhAPI Output) to fields if needed.

***

#### 🔹 Inputs

| Field                    | Description                                                                                               | Required   | Example                            |
| ------------------------ | --------------------------------------------------------------------------------------------------------- | ---------- | ---------------------------------- |
| **Select Media Type**    | Type of media to send (image, video, audio, doc).                                                         | ✅ Required | `image`                            |
| **Select Group**         | WhatsApp group where the media will be sent.                                                              | ✅ Required | “Rapidbott Community”              |
| **Quoted Msg ID**        | Message ID to reply to (for threading).                                                                   | Optional   | `A3C74B...`                        |
| **Media File**           | Public URL to the media file.                                                                             | ✅ Required | `https://cdn.example.com/file.jpg` |
| **Caption**              | Text shown below the media.                                                                               | Optional   | “Here’s the product photo.”        |
| **Width**                | Pixel width (for images/videos).                                                                          | Optional   | `800`                              |
| **Height**               | Pixel height (for images/videos).                                                                         | Optional   | `600`                              |
| **View Once**            | Choose if media should only be viewable once.                                                             | ✅ Required | `Yes` or `No`                      |
| **File Name**            | File name (only for docs).                                                                                | Optional   | `invoice.pdf`                      |
| **DM Sender from Group** | Choose “Yes” to DM the sender privately instead of replying in the group (only works with Quoted Msg ID). | Optional   | `Yes`                              |

***

#### 🔹 Outputs

| Field              | Description                                            | Example |
| ------------------ | ------------------------------------------------------ | ------- |
| **Message Status** | Status of the media message (sent, delivered, failed). | `sent`  |
| **WhAPI Output**   | Full raw response from Whapi.Cloud.                    | `{...}` |

***

**Notes**

* **Media File URL** must be public (e.g., hosted on CDN, S3, or Whapi file upload).
* Use **Caption** instead of creating separate caption fields for different media types.
* **View Once** is best for sensitive images/videos (e.g., OTP screenshots).
* If **DM Sender from Group = Yes**, the reply goes privately to the sender (instead of inside the group).
* Always map **Message Status** to track delivery success/failure.

***

✅ Example Setup:

* Media Type → `image`
* Group → *Rapidbott Demo*
* Media File → `https://cdn.mysite.com/product1.jpg`
* Caption → “New stock available!”
* View Once → `No`

**Result in WhatsApp:**\
The selected group receives the image with the caption below it.

***

### 5. Action: Send/Reply Text Messages in WhatsApp Group

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FubIUwfHgJK0LKIAPiV7H%2FCleanShot%202025-08-20%20at%2015.10.44.png?alt=media&amp;token=47e178a0-ea8b-4476-b7ee-6780b15032e0" alt=""><figcaption></figcaption></figure>

**Purpose**\
Send or reply with a **text message** inside a WhatsApp group. Supports plain text, emojis, and URLs. You can also simulate typing delays, reply to a specific message (threaded), or choose to DM the sender privately instead of posting in the group.

***

**How it works (screenshot reference):**

1. Choose the **Group** from the dropdown list.
2. (Optional) Add a **Typing Delay/Time** (in seconds) to make the interaction feel more natural.
3. (Optional) Add a **Quoted Msg ID** if you want to reply directly to a specific message.
4. Enter the **WA Message Body** (your text).
5. (Optional) Select **DM Sender from Group → Yes** to send a private message to the user instead of replying in the group (works only if Quoted Msg ID is provided).
6. Optionally map **Message Status** and **WhAPI Output** to custom fields for tracking.

***

#### 🔹 Inputs

| Field                    | Description                                                                                      | Required   | Example                   |
| ------------------------ | ------------------------------------------------------------------------------------------------ | ---------- | ------------------------- |
| **Select Group**         | Group where the message will be sent.                                                            | ✅ Required | “Rapidbott Demo”          |
| **Typing Delay/Time**    | Delay before sending (in seconds). Simulates human typing.                                       | Optional   | `3`                       |
| **Quoted Msg ID**        | Message ID to reply to (threaded reply).                                                         | Optional   | `A3C74B...`               |
| **WA Message Body**      | The text message content. Supports text, emojis, URLs.                                           | ✅ Required | “Welcome to the group 🚀” |
| **DM Sender from Group** | Choose “Yes” to DM the user privately instead of replying in the group (requires Quoted Msg ID). | Optional   | `Yes`                     |

***

#### 🔹 Outputs

| Field              | Description                                           | Example |
| ------------------ | ----------------------------------------------------- | ------- |
| **Message Status** | Status of the sent message (sent, delivered, failed). | `sent`  |
| **WhAPI Output**   | Full raw response from Whapi.Cloud.                   | `{...}` |

***

**Notes**

* Always use **Quoted Msg ID** when you want to reply inline (threaded).
* **Typing Delay/Time** helps make bot replies feel human-like (e.g., add a 2–3 second delay).
* **DM Sender from Group = Yes** works only when you provide a Quoted Msg ID. Without it, the system won’t know who to DM.
* Message body supports **line breaks** and emojis; they will render correctly in WhatsApp.

***

✅ Example Setup:

* Group → *Rapidbott Community*
* Typing Delay → `2`
* Message Body → *“Thanks for sharing! We’ll get back to you shortly 🙂”*
* Quoted Msg ID → `XYZ123abc`

**Result in WhatsApp:**

* Group receives a threaded text reply OR
* If **DM Sender = Yes**, the sender gets a private DM with the same message.

***

### 6. Action: Send/Reply WhatsApp Media to Recipient’s Phone

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVqtFK7G7p0cf04La5dpd%2FCleanShot%202025-08-20%20at%2015.12.55.png?alt=media&amp;token=6b4b2cf0-412e-4db9-8b52-d3986d2d68e7" alt=""><figcaption></figcaption></figure>

**Purpose**\
Send or reply with **media messages** (image, video, audio, or document) directly to a user’s WhatsApp number. You can include captions, set media dimensions, and even enable **View Once** for sensitive files.

***

**How it works (screenshot reference):**

1. Select the **Media Type** (image, video, audio, document).
2. Enter the **Recipient WhatsApp Number** (country code + number, no “+”).
3. (Optional) Add a **Quoted Msg ID** if you want to reply to a specific message.
4. (Optional) Set **Width/Height** for images/videos.
5. Choose **View Once** if the media should disappear after being viewed once.
6. Paste the **Media File URL** (must be public).
7. (Optional) Add a **Caption** or **File Name** (for docs).
8. Map outputs like **Message Status** or **WhAPI Output** if you want to track results.

***

#### 🔹 Inputs

| Field                         | Description                                   | Required   | Example                            |
| ----------------------------- | --------------------------------------------- | ---------- | ---------------------------------- |
| **Select Media Type**         | Choose type: image, video, audio, document.   | ✅ Required | `image`                            |
| **Recipient WhatsApp Number** | Full phone number with country code (no “+”). | ✅ Required | `919544694583`                     |
| **Quoted Msg ID**             | Reply to a specific message.                  | Optional   | `A3C74B...`                        |
| **Width**                     | Width in pixels (for images/videos).          | Optional   | `800`                              |
| **Height**                    | Height in pixels (for images/videos).         | Optional   | `600`                              |
| **View Once**                 | Whether media should be viewable only once.   | ✅ Required | `Yes` or `No`                      |
| **Media File**                | Direct public URL to the media file.          | ✅ Required | `https://cdn.example.com/file.jpg` |
| **Caption**                   | Text shown below the media.                   | Optional   | “Here’s the brochure.”             |
| **File Name**                 | File name for docs (include extension).       | Optional   | `report.pdf`                       |

***

#### 🔹 Outputs

| Field              | Description                                            | Example |
| ------------------ | ------------------------------------------------------ | ------- |
| **Message Status** | Status of the media message (sent, delivered, failed). | `sent`  |
| **WhAPI Output**   | Full JSON response from Whapi.Cloud.                   | `{...}` |

***

**Notes**

* The **Media File URL** must be public and accessible; otherwise the send will fail.
* **Recipient Number** must include the country code, but no “+” sign. Example: `919876543210`.
* **View Once** is ideal for sensitive content (e.g., tickets, passwords, private files).
* Always test with your own number first to confirm formatting.
* For **documents**, always specify **File Name** (with extension like `.pdf`, `.docx`).

***

✅ Example Setup:

* Media Type → `document`
* Recipient → `919876543210`
* Media File → `https://cdn.mysite.com/invoice123.pdf`
* File Name → `invoice123.pdf`
* Caption → “Here’s your invoice.”
* View Once → `No`

**Result in WhatsApp:**\
The recipient receives a PDF document with the caption “Here’s your invoice.”

***

### 7. Action: Send/Reply WhatsApp Text to Recipient’s Phone

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJQ4vDkMvZBpRS41JT69C%2FCleanShot%202025-08-20%20at%2015.15.25.png?alt=media&amp;token=5578e8dc-ae48-470c-af84-93569764b69a" alt=""><figcaption></figcaption></figure>

**Purpose**\
Send or reply with a **plain text message** directly to any WhatsApp user’s phone. Supports emojis, line breaks, and URLs. You can also simulate typing delay or reply inline using a Quoted Message ID.

***

**How it works (screenshot reference):**

1. (Optional) Add **Typing Delay/Time** (in seconds) to simulate a human typing pause.
2. (Optional) Add a **Quoted Msg ID** if replying to a specific message.
3. Enter the **WA Message Body** (text content).
4. Enter the **Recipient Phone** (country code + number, no “+”).
5. Optionally map **Message Status** and **WhAPI Output** for tracking.

***

#### 🔹 Inputs

| Field                 | Description                                                    | Required   | Example                           |
| --------------------- | -------------------------------------------------------------- | ---------- | --------------------------------- |
| **Typing Delay/Time** | Delay before sending (in seconds). Makes replies feel natural. | Optional   | `2`                               |
| **Quoted Msg ID**     | Message ID to reply to (for context).                          | Optional   | `A3C74B...`                       |
| **WA Message Body**   | The text to send (supports plain text, emojis, URLs).          | ✅ Required | “Hi 👋 thanks for contacting us!” |
| **Recipient Phone**   | Full phone number with country code (no “+”).                  | ✅ Required | `919876543210`                    |

***

#### 🔹 Outputs

| Field              | Description                                           | Example |
| ------------------ | ----------------------------------------------------- | ------- |
| **Message Status** | Status of the sent message (sent, delivered, failed). | `sent`  |
| **WhAPI Output**   | Full JSON response from Whapi.Cloud.                  | `{...}` |

***

**Notes**

* **Recipient Phone** must include the country code, digits only (no plus sign).
* **Quoted Msg ID** is useful when replying contextually in a group/private thread.
* Supports **emojis** 👍 and **line breaks** (\n).
* Best for **notifications, OTPs, reminders, and private follow-ups**.

***

✅ Example Setup:

* Typing Delay → `3`
* WA Message Body → *“Hello! Your order #12345 has been shipped 🚚📦”*
* Recipient Phone → `919544694583`

**Result in WhatsApp:**\
The user receives a text message with a small simulated typing delay, making the bot feel more human-like.

***

### 📋 Field Summary

* **recipient\_phone** – Digits only, with country code.
* **group\_id** – WhatsApp Group ID (…@g.us).
* **chat\_id** – Generic target (phone or group).
* **message\_text** – Message body.
* **caption\_text** – Caption for media.
* **file\_url** – Public URL of file.
* **file\_name** – Optional, for documents.
* **mime\_type** – e.g., application/pdf, image/jpeg.
* **quoted\_msg\_id** – ID of the message being replied to.

***

### ✅  Example Use Cases for Whapi.Cloud Integration

#### 1) **Find WhatsApp Group ID**

* **Onboarding new members:** When a user signs up, automatically add them to the right WhatsApp group and store the group ID for future broadcasts.
* **Support groups:** Identify the group ID for “VIP Customers” and send them priority updates.

***

#### 2) **Retrieve WhatsApp Message Info**

* **Customer intent detection:** If a customer sends a photo with the caption *“Invoice issue”*, the system detects `media + caption` and routes it to billing support.
* **Smart replies:** Differentiate between text vs. image. If text → send auto-answer; if image → forward to human agent.
* **Data collection:** Extract `Sender Phone` to save the lead automatically into CRM.

***

#### 3) **Send Message with Call/Link Buttons**

* **Customer support shortcut:** Send a message with two buttons → “📞 Call Support” and “🌐 Visit Help Center”.
* **Sales promotion:** Share a new product announcement with a *Buy Now* website link and a *Call Us* button.
* **Event reminders:** “Your webinar starts soon. Click to join 👉 \[Join Link]”

***

#### 4) **Send/Reply Media in WhatsApp Group**

* **Announcements:** Share images or flyers in a staff or student group.
* **E-commerce promotions:** Send product catalogs (PDFs or images) to customer groups.
* **Education:** Teachers send study materials (PDFs, videos) to class groups.
* **Replies with context:** Quote a student’s question and reply with a reference image or doc.

***

#### 5) **Send/Reply Text Messages in WhatsApp Group**

* **Community management:** Auto-greet new members with *“Welcome to Rapidbott Community 🚀”*.
* **Support automation:** If someone posts *“How to reset password?”* → bot replies with instructions.
* **Feedback collection:** Post *“How was today’s session? Reply below 👇”*

***

#### 6) **Send/Reply WhatsApp Media to Recipient’s Phone**

* **Order confirmation:** Send a PDF invoice or product image directly to the buyer’s WhatsApp.
* **Travel booking:** Share flight tickets or hotel booking PDFs.
* **Healthcare:** Send prescriptions, lab results, or reports securely with *View Once* enabled.
* **E-learning:** Deliver personalized lesson videos/documents to each student.

***

#### 7) **Send/Reply WhatsApp Text to Recipient’s Phone**

* **Notifications:** “Hi John, your order #12345 has been shipped 🚚📦”
* **Reminders:** “Your appointment is tomorrow at 10 AM.”
* **Marketing campaigns:** Personalized coupon codes → “Hi Sarah, use code *SAVE20* for 20% off.”
* **Follow-ups:** After a group discussion, DM the user with next steps or links.

***

### 🎯 Why this Integration is Useful for Businesses

* **One-to-one + group automation** → You can handle both personal chats *and* group conversations in a single integration.
* **Rich interactions** → Not just text; you can send media, documents, and CTAs (call & link buttons).
* **Personalization at scale** → Reply privately (DM) to users in groups, making customer engagement feel 1:1 even inside busy groups.
* **Operational efficiency** → Automatically fetch message info, detect type, and route to correct workflows (support, sales, CRM).
* **Security options** → View-once media ensures sensitive files (e.g., invoices, prescriptions) disappear after opening.

***

👉 In short, this integration allows a business to **automate 80% of repetitive WhatsApp tasks** — sending updates, answering FAQs, delivering files — while keeping the option to escalate to a human when needed.

***

### 📝 Notes

* Remove “+” from phone numbers. Use digits only.
* Store IDs (group\_id, chat\_id) in variables for reuse.
* Always log sent\_message\_id for debugging.
* Ensure media URLs are public.

***

### ☑️ Final Checklist

* [ ] Whapi.Cloud account created
* [ ] WhatsApp number linked
* [ ] API Token generated
* [ ] Mini App installed in Rapidbott
* [ ] Actions tested with sample messages

{% hint style="warning" %}

### ⚠️ Disclaimer

This integration uses a **third-party developer API** provided by <https://whapi.cloud/>.

* Rapidbott only provides the integration layer for convenience.
* Any **downtime, API changes, WhatsApp account issues, or bans** are outside of Rapidbott’s control.
* Please use this integration **at your own risk**.
* If you experience **issues related to Whapi.Cloud or with your WhatsApp number after connecting it with Whapi**, please contact **Whapi.Cloud support directly**.
* It is **recommended to use a separate WhatsApp number** (with some existing usage history) for this integration. Avoid using your **primary/personal number**.
* Always follow WhatsApp’s official usage policies to reduce the risk of disruptions.
  {% endhint %}


# Rapidbott CRM Mini App Integration

The Rapidbott CRM Mini App Integration is the native integration built for Rapidbott workspaces. It helps users move chatbot contacts, pipeline records, tasks, and follow-up work into Rapidbott CRM without needing to manage separate systems manually.

This page is written for users who want to install and use the Rapidbott CRM Mini App from inside the Rapidbott platform.

**Image Placeholder** Add a screenshot of the Rapidbott CRM Mini App card in the Mini App Store here.

***

### Overview

The Rapidbott CRM Mini App Integration helps users manage chatbot contacts, pipelines, tasks, and follow-ups inside a CRM experience built for Rapidbott workspaces.

This integration includes:

* workspace eligibility validation
* secure workspace access with OTP and embed token support
* contact sync from chatbot subscribers
* manual contact creation and CSV contact import
* multi-pipeline CRM boards with Kanban, list, and flow views
* pipeline record assignment, movement, and activity logs
* analytics dashboard, AI-style insights, and follow-up task generation

The goal of this integration is simple: help teams turn chatbot activity into structured CRM work.

***

### What This Integration Is For

If users want to move contacts from the chatbot into CRM, they should use the Rapidbott CRM Mini App Integration built for this purpose.

This integration is useful when users want to:

* bring chatbot contacts into the CRM
* search for an existing CRM record using a user identifier
* create a new CRM record in a selected pipeline
* add another record for the same contact into a selected stage
* move an existing record to a different stage
* continue team follow-up in a full CRM workspace

This is the recommended user path for chatbot-to-CRM workflows inside Rapidbott.

***

### Where To Install

Install the Rapidbott CRM Mini App from the Dashboard Mini App Store.

Once installed, the Mini App can be used from the Rapidbott workspace where it was connected.

**Image Placeholder** Add a screenshot showing where the Mini App is installed from the Dashboard Mini App Store.

***

### What Users Must Provide During Installation

During installation, users must enter the Workspace ID for the workspace where they want to install and use the CRM Mini App.

This is important because the Mini App must know exactly which Rapidbott workspace should be connected to the CRM.

#### Where to find Workspace ID

Users can find the Workspace ID in their Workspace Settings.

If the wrong Workspace ID is entered, the CRM Mini App may not open the correct workspace or may fail eligibility checks.

***

### Eligibility Requirements

This is one of the most important parts of the integration.

A workspace is eligible for CRM access only if:

* the workspace exists
* the workspace is active and not paused
* the workspace has an active paid plan such as Pro Plan or higher, or an active trial

If a workspace is on a free plan without an active trial, CRM access is not available.

#### In simple user-facing wording

Users can access the Rapidbott CRM Mini App only when their Rapidbott workspace is valid and eligible for CRM usage.

If access is denied, the most common reasons are:

* the workspace ID is incorrect
* the workspace is paused
* the workspace is on a free plan without an active trial
* the workspace is no longer active

***

### Additional OTP Requirement

If the workspace uses OTP login, the workspace must have a valid workspace owner email available.

This email is used to send the verification code needed to complete login.

If the workspace owner email is missing or unavailable, OTP verification cannot be completed.

#### OTP guidance for users

If users are unable to receive the OTP code, they should first check:

* whether the workspace owner email is set correctly
* whether they are using the correct workspace
* whether the workspace is eligible for CRM access

***

### How Access Works

The integration supports secure workspace access methods designed for the Rapidbott product flow.

Depending on the usage scenario, access may happen through:

* OTP verification
* embed token flow
* secure workspace launch

From the user perspective, the important outcome is that the Mini App opens the CRM in the correct workspace context securely.

Users do not need to know the backend details behind these access flows.

***

### What Users Can Do Inside the Mini App

The Rapidbott CRM Mini App can expose actions that help users work with CRM data from within their Rapidbott flow.

Based on the current integration, the action set includes:

* Add Record to Same Pipeline Stage
* Create a Record in Pipeline
* Find CRM Records
* Move a Record Using Record ID

**Image Placeholder** Add the action selection screenshot here.

#### 1. Add Record to Same Pipeline Stage

This action adds another record for the same contact or user into a selected stage in the same pipeline.

Use this when:

* the same contact needs another separate record
* the user is already part of that workflow
* you want a new item created without replacing the earlier one

Typical use cases:

* repeated follow-up requests
* multiple cases for the same user
* additional sales or service events in the same process

#### 2. Create a Record in Pipeline

This action creates a new record in the selected pipeline and stage.

Use this when:

* the customer should be entered into a CRM workflow for the first time
* a chatbot journey should create a new lead or support item
* a new opportunity or service case needs to start in the CRM

Typical use cases:

* create a new lead from chatbot interaction
* create a new support ticket
* create a new follow-up record in the correct pipeline

#### 3. Find CRM Records

This action searches and retrieves CRM records using a user identifier such as phone, email, or user NS.

Use this when:

* you want to check whether the contact already exists in CRM
* you need to retrieve earlier deal or ticket context
* you want to avoid creating a duplicate record unnecessarily

This action is especially useful before creating a new record.

#### 4. Move a Record Using Record ID

This action moves an existing record to a selected stage using the record ID.

Use this when:

* a record needs to progress to the next stage
* chatbot logic confirms a new status
* the workflow should reflect updated customer progress

Typical use cases:

* move a sales record after qualification
* move a support record after review
* move a customer into the next operational stage automatically

***

### What Happens After Installation

After the Mini App is installed and linked to a valid workspace, users can continue work inside the CRM using the full product experience.

This can include:

* syncing contacts from chatbot subscribers
* managing contacts manually
* importing contacts through CSV
* creating and managing multiple pipelines
* switching between Kanban, list, and flow views
* assigning records
* moving records between stages
* reviewing activity logs
* using dashboard analytics
* reviewing AI-style insights
* generating follow-up tasks

This is where the Mini App becomes more than a connector. It becomes the bridge between chatbot activity and structured CRM execution.

***

### Recommended User Flow

For most users, the best flow is:

1. install the CRM Mini App from the Dashboard Mini App Store
2. enter the correct Workspace ID
3. confirm the workspace is eligible
4. complete OTP or secure access if required
5. use Find CRM Records first when checking an existing user
6. create or add a record only when needed
7. move records as the workflow progresses
8. continue management inside the full CRM workspace

***

### Common Troubleshooting

#### The Mini App does not open the CRM

Check:

* the Workspace ID is correct
* the workspace exists
* the workspace is active
* the workspace is not paused
* the workspace has an active paid plan or active trial

#### The user cannot receive the OTP code

Check:

* the workspace owner email is available
* the workspace owner email is valid
* the correct workspace is being used

#### CRM access is denied

The most common causes are:

* invalid workspace ID
* paused workspace
* free plan without active trial
* expired or inactive workspace state

#### A user is not sure whether to create or find a record

Recommended guidance:

* use Find CRM Records first if the user may already exist
* use Create a Record in Pipeline for a new CRM entry
* use Add Record to Same Pipeline Stage when another separate record is needed for the same contact
* use Move a Record Using Record ID when the record already exists and only the stage should change

***

### Best Practices

* always confirm the Workspace ID before installation
* use Find CRM Records before creating duplicates
* keep pipelines aligned with real business processes
* move records only when the status truly changes
* use the Mini App for chatbot-to-CRM handoff, then continue deeper work in the full CRM

***


# Ecommerce


# Setup Ecommerce

With our built-in Ecommerce system, you can easily manage your products, discounts and orders with Rapidbott across all the [channels we support](broken://pages/8p02bVCFUboAdi9TULEO). **Set once and use it everywhere!** Your bot can introduce and sell products for you automatically. 💰💰

### Products <a href="#products" id="products"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDDoF8rAPgRySToQEaA7j%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_MZ67TvuGCHaSUqEmSubA_product.webp?alt=media&amp;token=60b31c15-e64d-4c28-abe0-52615253fdad" alt=""><figcaption></figcaption></figure>

Here is where you manage your products. When you add new products,

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbAIew7MxDnhllrxtplb8%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_BOHtBj0ojXpXzdsqYfS8_add_product.webp?alt=media&amp;token=d145303d-0dca-45ca-a59a-b196ede46adb" alt=""><figcaption></figcaption></figure>

Remember to set the availability status for the product. Utilize the Organization section to sort and organize your products:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLIW0Yc6N8eoTFbMykSVz%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_nyuyKWnt78CGaNYiY1Sr_download%20(35).webp?alt=media&amp;token=b62d5f2b-a878-4a1f-85b0-6f90bc08ae3b" alt=""><figcaption></figcaption></figure></div>

When you click choose Product type, Vendor, Tags and Collections, you might see nothing in the list from the very beginning.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2OdDf2Le5pK3lS0Q9Rx6%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_hWsuMMrOskV8a3VtfKNp_download%20(36).webp?alt=media&amp;token=6e0cd36f-40e1-4152-a103-d16d1d8149fa" alt=""><figcaption></figcaption></figure></div>

Don't worry, you can easily create one by just typing in a new name, then click the name to create a new one. See the picture above. However, for creating a new collection, you will need to access "Collections", see next.

### Variants <a href="#variants" id="variants"></a>

If a product has multiple options, use "Variants".

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FhOE7NQ40oMzzgtA3KST9%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_cZuJkyB12SoGoOvHM2ge_variant1.webp?alt=media&amp;token=aaec2d82-0701-48a2-ab34-d03db029a68e" alt=""><figcaption></figcaption></figure></div>

In the above screenshot, tick the checkbox first and give an option name such as size, colour, weight, etc (maximum 2 options). Then in "Option Values", list all the available values of that option by typing in the field e.g. 128G and input a comma or hit the "enter" key on your keyboard. Then you will see it jump in a blue box with a delete button.

After you setup all the options, you can edit the price of each variant. **Click "Save" to create the product** and click the pencil icon to back to the editing page to add more details of the variant including photo, compared price, inventory, etc:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtQ2jnpF1uIqL9EmcUozp%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_qeKUFkp0WbuSjouSniW8_variant3.webp?alt=media&amp;token=855814a0-e15d-48ff-8e69-d9c71a8d7027" alt=""><figcaption></figcaption></figure>

This is how it will look like in the shopping UI:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5XxIE4Wo8uxPZ3KTXC21%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_fhP4XCsXRTRZMUi8IpYx_variant2.webp?alt=media&amp;token=d20cdec7-e2de-48d9-bea3-93c73b3a4a8f" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
In my case, I have colour and size options. Since for colour I have different photos but for size, no. So I need to put colour as the first option, because only the first option shows variant photos.
{% endhint %}

### Collections <a href="#collections" id="collections"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlTLtLxdLLWzGZUrms7B7%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_LdxmNonAxeyKKUnzlrQw_collection.webp?alt=media&amp;token=dc2298c1-5022-4342-8520-4756f7e6d971" alt=""><figcaption></figcaption></figure>

When you create new collections, you can add products to the collection in 2 ways:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpYhJ0dHWRmIof8OI3SAe%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_i81NzkYdTlXYKkB04JGx_collection2.webp?alt=media&amp;token=0b0e7e7e-2992-4086-976d-e39a8f17e116" alt=""><figcaption></figcaption></figure>

* Manually add existing products to it

  > You need to choose the "Manual" option and save it first, then click the pencil mark to add products. When you add products, you can click the "Search" button without any keyword to get the full list of all existing products or type in any keyword to search.
* add automatically by giving conditions

  > setup the conditions before you save the creation. "all conditions" means only the product which matches all conditions listed here will be added to this collection. While "any condition" means the product which matches any one of the conditions listed here will be added.

### Discounts <a href="#discounts" id="discounts"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fj3K9BvD4DVuwkRWfv1iv%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_XFiQwdyKRdtodXKSAENg_download%20(37).webp?alt=media&amp;token=1c2b445a-ea9b-4be4-8045-e1749b404998" alt=""><figcaption></figcaption></figure>

Select the "Discounts" tag and click "Create Discount".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Foq9eq7znUQqRWrKuVEKK%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_YB6yGAxizsKtQe0Dl3iS_discount2.webp?alt=media&amp;token=e94c7d62-38e4-49d6-b9a9-39a535ec3c1a" alt=""><figcaption></figcaption></figure>

Use "Generate code" to get a random code or name one by yourself.

Feel free to customize the rest details for the discount. Once done, click "Save".

{% hint style="info" %}
If you get system errors, being unable to create a discount. Please leave it for now, we are working on this feature and will get this solved as soon as possible. Sorry about any inconvenience.
{% endhint %}

### Shopping Carts

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMw9jB3AR4CHSiTdPmRFf%2Fcart1.676881a7.png?alt=media&amp;token=7cc197e8-79b9-4179-96fc-60be07deee7a" alt=""><figcaption></figcaption></figure>

Here is where you check users' cart information. Click on the "x items" button to view item details like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPisImVDECniNhQ63nTY0%2Fcart2.3acdd7c5.png?alt=media&amp;token=95b9aeab-9095-428f-94ba-c47f5553fd55" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
After checkout, the items will be removed from carts and added to orders.
{% endhint %}

### Orders <a href="#orders" id="orders"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBaQbFezLZmJIWJsmMTPr%2Forders2.5b2b7f2e.png?alt=media&amp;token=3c87acf1-7555-4817-8f3f-1033e8f05364" alt=""><figcaption></figcaption></figure>

All the order histories are listed under "Orders". Again, click on the "x items" button to view item details.

### Settings <a href="#settings" id="settings"></a>

{% hint style="info" %}
A series of basic information like store information, shipping method and payment method have to be set before you test the checkout process. For example, if you didn't add any payment method in the settings, you might find yourself unable to open the checkout page.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXoV59ir8ZIHo23MPtGv4%2Fsetting1.1d010a2f.png?alt=media&amp;token=d4f3f156-a513-45fc-b2f5-421a71bd2e7c" alt=""><figcaption></figcaption></figure>

Leave your store details.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fk81AA9F3D4VXcJpumhbl%2Fsetting2.0e86adac.png?alt=media&amp;token=d0f4ced9-7df8-4ba8-bfb1-36b7310498f5" alt=""><figcaption></figcaption></figure>

Check all available shipping methods. If "Pick up" is checked, do make sure you fill in your "Store address" above "Shipping method".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F3tZGV2hsQX5kxvwSqWHI%2Fsetting3.cf7395b7.png?alt=media&amp;token=1c3cb3e1-7ed2-46ed-89cb-acf0ecf09da8" alt=""><figcaption></figcaption></figure>

Check all available payment method and select currency.

Finally, add prefix or suffix to your order ID if needed.


# Use Ecommerce in the Flow

### Show Products <a href="#show-products" id="show-products"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FncTLilwVs5LoPvw7Knek%2FEcommerce.png?alt=media&amp;token=1489c65a-673b-4f39-9164-4819df87bdd0" alt=""><figcaption></figcaption></figure>

Within your flow, select a message step to start. Select the ecommerce tab, then select products.

Now you'll see the new step open.

The next step is to configure the design, of how you want to display your ecommerce products

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJcEC2sCi3UVxYDEmeZrc%2Ftempsnip.png?alt=media&amp;token=74fabdd4-756c-4b43-8050-e8433125081b" alt=""><figcaption></figcaption></figure></div>

### Product gallery settings

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4g617ScZwXyjOAAtOc8X%2FCapture.png?alt=media&amp;token=caf8b0cb-3ba9-41b6-a3a1-4abcb87c0940" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Due to the fact that Facebook allows only 10 cards displayed at one time, you might need to apply a filter to narrow down the products.
{% endhint %}

* Choose how many products to show from 1 to 10
* Select a sorting condition according to the user's choice
* Set a filter with as many conditions as needed.
* Image ratio

### Add to Cart <a href="#add-to-cart" id="add-to-cart"></a>

The next step enables you to add an 'Add to cart' button below each store item.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FV3WMd4KhQI3fwjQS1cLU%2Ftempsnip.png?alt=media&amp;token=20384d46-90e7-49e2-b8f3-5d59c99b4cfe" alt=""><figcaption></figcaption></figure></div>

Add a button title and select next step

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkBcTe7aKPDaVPKgMCyFK%2Ftempsnip.png?alt=media&amp;token=f18c77cc-a095-4279-a265-cf08c1feb7b7" alt=""><figcaption></figcaption></figure>

Now select **Add to Cart** from the actions display panel

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fk9zhe4Xs07zP2wXBVpew%2Ftempsnip.png?alt=media&amp;token=8ff9d5ab-d1a5-400d-bed3-8605c099cd72" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYJAca7zhzlLEQZWFfvqw%2FCapture.png?alt=media&amp;token=d02da2ca-049e-4ef8-a53a-e9587b541d6b" alt=""><figcaption></figcaption></figure>

### View Cart <a href="#show-cart" id="show-cart"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkZ8BKIDq6MuSAK14BLH3%2Ftempsnip.png?alt=media&amp;token=a0b8e98e-d42d-43a2-9c0e-40240681bda5" alt=""><figcaption></figcaption></figure>

Optional 'Add a new button called view cart' This will show your visitors what is in their carts.&#x20;

Find "Shopping Cart" under "Ecommerce", click "Edit".

The edit page of "showing cart" is similar to the "showing product's.

{% hint style="info" %}
If a customer picks more than 10 products but below 20, try using "Newest" to show the first 10 and "Oldest" to show the rest. It's rare but what if it's more than 20? Maybe try listing products by price range or first letter. Alternatively, you can also customize some Send Message steps to show the cart rather than using the "showing cart" function. Access cart information in "SHOP" JSON variable and "$.cart.num" of "SHOP" for items number in the cart.
{% endhint %}

### Remove from cart <a href="#remove-from-cart" id="remove-from-cart"></a>

Select "Remove from cart" when the button is pressed. You might want to use a Go to step to go to the cart again to refresh, since there are quantities shown with products that differ from showing a static menu.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FqPvoq2Rk2vr9cY0AJGtG%2Ftempsnip.png?alt=media&amp;token=8e4663a8-a2b1-49ec-932b-63a16a54a3ed" alt=""><figcaption></figcaption></figure>

Now your basic flow should look like the image below.&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXKuj0fTfhEAsTCGhT62y%2FCapture.png?alt=media&amp;token=673663a3-0d57-4636-9be8-640f0cdeea7b" alt=""><figcaption></figcaption></figure>

### Empty Cart <a href="#empty-cart" id="empty-cart"></a>

Create a new button in the shopping cart block, then create an action step. Within this action step select ecommerce > Empty cart.&#x20;

Alternatively you can create a quick reply button > Select "Empty Cart"&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FczfxUJzF27156geeQyU2%2Ftempsnip.png?alt=media&amp;token=8a9a6c94-8c06-46ce-97ef-0361aae5ee06" alt=""><figcaption></figcaption></figure>

### Checkout <a href="#checkout" id="checkout"></a>

To simulate the checkout process, you will have to setup your Stripe Integration as well. Check how to setup Stripe.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYn4BXS2sHWCzyDweHvQr%2Ftempsnip.png?alt=media&amp;token=ff16f317-f555-420c-87a7-fc94a014e9a4" alt=""><figcaption></figcaption></figure>

If you don't want to put "Checkout" under each product, try adding one more text-type information after showing the cart:

When users checkout, a list of products will show with quantity and price first, following by an area to leave users' contact details:

Keep scrolling down you will see delivery options, coupon code and a summary of the order.

Finally, by selecting a payment option and clicking "Pay $xx.xx", the page will be directed to your payment gateway.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fx7eKxcKYnxpBHCPi6gOv%2FCapture.png?alt=media&amp;token=3e74d914-42d4-4ba4-873c-f5e7cb7d7ca5" alt=""><figcaption></figcaption></figure></div>

An order confirmation will be sent when payment succeed. Click on the confirmation to view the order detail.

### "Buy" Only One Product <a href="#buy-only-one-product" id="buy-only-one-product"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fg8rOVbAYURCyRvdekj3D%2Ftempsnip.png?alt=media&amp;token=c3783ac6-8677-4f34-9e9e-9ed220d49c51" alt=""><figcaption></figcaption></figure>

"Buy" is actually a feature having nothing to do with the built-in ecommerce system. After setting up your payment gateway, users can purchase one product (can be from your Stripe account) with one click on the "Buy" button with no ecommerce system setting at all.

The feature is suitable for ticket product without options or paying subscription fees, etc.

### How to use System JSON Variable <a href="#how-to-use-system-json-variable" id="how-to-use-system-json-variable"></a>

There are several system field storing information about the ecommerce system. Usually, the system will tell you where to find according to data like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDCa6fFu7D2sRzXldS2LD%2Fsystem_info.4e9e5cfa.png?alt=media&amp;token=e210f4e2-8a62-4e92-941a-0c460c02b088" alt=""><figcaption></figcaption></figure>

You can access them wherever you see "\</>":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwyPCU8Elm0JaplNKijqQ%2Fadd_to_cart3.8f9ec360.png?alt=media&amp;token=1201308a-7310-4baa-9611-53d0dd448917" alt=""><figcaption></figcaption></figure>

### System JSON - "SHOP" <a href="#system-json-shop" id="system-json-shop"></a>

"SHOP" stores all information about your ecommerce settings.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FnmmwAMhBJi6ytQJkln6N%2FCapture.png?alt=media&amp;token=28cd8889-c836-4adf-a23c-aa76eb0bdd23" alt=""><figcaption></figcaption></figure>

### System JSON - "ORDER" <a href="#system-json-order" id="system-json-order"></a>

"ORDER" stores the user's last order. You only get an order after checkout.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fhi2fQLjKrgGzG0xjLpUp%2FCapture.png?alt=media&amp;token=dea1ba07-70fb-4155-8b9b-356617692067" alt=""><figcaption></figcaption></figure>

### System JSON - "CART" <a href="#system-json-cart" id="system-json-cart"></a>

"CART" stores the user's shopping cart.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcfbeFKNlIgpNOHdLirqq%2FCapture.png?alt=media&amp;token=88b6cf09-dd83-4041-be8e-10131e376324" alt=""><figcaption></figcaption></figure>

### System JSON - "SELECT" <a href="#system-json-select" id="system-json-select"></a>

When you choose "Select" when a button pressed, the selected item is stored in "SELECT".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtOSnt3PDo7FLe88RVdTS%2FCapture.png?alt=media&amp;token=ad5644e6-aaba-488d-a3db-d96f4dbd4658" alt=""><figcaption></figcaption></figure>

### SELECT.sku:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FJod9dx3UpTWGehFxJ60C%2Fimage.png?alt=media&amp;token=9c5d6a7d-201b-4774-b377-d59a2ef4d6ca" alt=""><figcaption></figcaption></figure>


# WooCommerce

WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants using WordPress. The plugin quickly became popular for its simplicity to install and customize and for the market position of the base product as freeware.

Woocommerce is now one of the leading options for online stores and for people who want to open there store online and fufill orders from it.

&#x20;

Rapidbott supports WooCommerce integration natively along with all the actions the current WooCommerce api supports in its endpoints.

&#x20;

You can not only create automations using Rapidbott for your WooCommerce store but also be able to create, edit, update orders, fullfill them, keep track of the orders, shipments , reviews etc.

### Integrating Your WooCommerce Store With Rapidbott <a href="#inlineextension-integrating-your-woocommerce-store-with-uchat" id="inlineextension-integrating-your-woocommerce-store-with-uchat"></a>

In order to integrate Rapidbott with your WooCommerce store, you need to log in to your store and click on WooCommerce Tab.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FxiLgrS3JMYhMFz28Ksrz%2FUntitled.png?alt=media&amp;token=f6778a41-1d01-4fb2-80b5-db990e232e21" alt=""><figcaption></figcaption></figure>

Click on Settings > Advanced > REST API tab

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwtOEKsJOO1BdCX2YrmaF%2FUntitled.png?alt=media&amp;token=9bbbf56a-c7c2-4156-8ead-aa2aeffd3844" alt=""><figcaption></figcaption></figure>

Click on Add Key

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FqbkioV6WPYApyfkklTi3%2FUntitled.png?alt=media&amp;token=7195d765-b7be-48a6-983d-3e6006daf282" alt=""><figcaption></figcaption></figure>

Enter the details and create your API Key.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FzOR80v3VwytO7M53K9wS%2FUntitled.png?alt=media&amp;token=9fcd0234-2c88-4eb4-99b5-c33d5a3121bb" alt=""><figcaption></figcaption></figure>

Save and copy the details.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgRaaTjovg6vcM6lD6RzF%2FUntitled.png?alt=media&amp;token=56aea0b6-2bbb-4895-86ae-a647a373f164" alt=""><figcaption></figcaption></figure>

On Rapidbott , Click on Integrations tab and click on WooCommerce to integrate your store.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgrxDJDkeqJjy4jRh7BaQ%2FUntitled.png?alt=media&amp;token=56efbd56-7f16-4587-896f-566de962bbf4" alt=""><figcaption></figcaption></figure>

### Using WooCommerce Actions <a href="#inlineextension-using-woocommerce-actions" id="inlineextension-using-woocommerce-actions"></a>

To use WooCommerce actions, create an action node and then click on integrations to find WooCommerce tab and click on it.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FKVVnvNjmi9MQ0L541D2x%2FUntitled.png?alt=media&amp;token=2c9b4c53-6f59-4750-90aa-8eccec631867" alt=""><figcaption></figcaption></figure>

### WooCommerce Native Actions <a href="#inlineextension-woocommerce-native-actions" id="inlineextension-woocommerce-native-actions"></a>

&#x20;

WooCommerce supports the following actions from their API endpoints as follows.

COMING SOON...


# Connect to Channels

{% hint style="info" %}
After you connect create a bot, when you unlink a bot, all data in a flow is saved includes [subflows](/help-center/flow-builder/sub-flows), settings and [bot users](/help-center/users/bot-contacts-users). You can link the flow to another bot connection but your bot users will be removed to avoid conflicts.
{% endhint %}

### Omni Channel <a href="#omni-bot" id="omni-bot"></a>

Omnichannel gives you the ability to create 1 single bot and connect it to all channels supported in omnichannel.

Currently, there are 8 different channels but as we keep adding more you will be able to connect these as well.

So where you first needed 8 chatbots to each connect to their own channel you can now do the same with just 1 chatbot!

Unlike separate channels like Facebook, WhatsApp, Telegram and so on, you have 1 omnichannel per workspace. This might be subject to change in the future but keep this in mind for now when connecting your channels.

#### How to create a Chatbot in omnichannel <a href="#how-to-create-a-chatbot-in-omnichannel" id="how-to-create-a-chatbot-in-omnichannel"></a>

From the left-hand menu press **omnichannel**. You will then have two options to create your omnichannel chatbot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDZtV9ZGFeIy2q9TRuBkF%2FOmni-Channel.png?alt=media&amp;token=e0a5bfab-33e6-4ce8-9511-13a47e37e03e" alt=""><figcaption></figcaption></figure>

1- You can create a completely new chatbot. If you are starting with an empty workspace where you don’t have any chatbot yet, this will be the most likely option you will choose.

2- If you already created a chatbot into a channel and want to use this same chatbot inside of your omnichannel, then you can choose the option “Convert Existing chatbot”. This will also have the big advantage of importing the bot users you already have into the omnichannel chatbot.

Once you have chosen any of your preferred option you will continue to the next step.

If you selected the **“create new bot”** then you will be taken to the template store where you can select any of the available templates, or select the option **“Blank Template”**. This option lets you start from scratch and you can build the chatbot to your own liking.

Once you made your choice you will be taken to the window where you are able to name your chatbot, along with adding a description.

Once you are done press the green button named **“create bot”** and you will be able to connect the channels.

#### How to connect channels to omnichannel <a href="#how-to-connect-channels-to-omnichannel" id="how-to-connect-channels-to-omnichannel"></a>

Once your omnichannel chatbot has been created, head back to the main dashboard to connect the channels you like the omnichannel to manage with this chatbot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfSVzkYOhvjtDNg7J7Zb4%2FOmni-Channel%202.png?alt=media&amp;token=0ca8eb27-3a4e-456d-b423-a9deb058fc32" alt=""><figcaption></figcaption></figure>

If you did not connect any channel yet to your workspace then it will take you to that specific channel to do so. Once you have added them you will be able to link them to this omnichannel chatbot.

You can unlink them at any time by pressing the button on the right-hand side.

#### How to create an omnichannel flow <a href="#how-to-create-an-omnichannel-flow" id="how-to-create-an-omnichannel-flow"></a>

Now that you have created the chatbot and connected your channels you are ready to create your Rapidbott.

Now every single feature inside the flow builder will be available to you but do note that certain channels may not be able to use them.

#### Use conditions to determine where the user is coming from <a href="#use-conditions-to-determine-where-the-user-is-coming-from" id="use-conditions-to-determine-where-the-user-is-coming-from"></a>

We have a condition you can use to determine which channel a user is coming from.

Just go to creating a condition, then select the **“channel”** option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZzKQXIStm5DsnfMuVTGC%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_amY5EWsW7HxekBAc0DSD_omni-channel-06.webp?alt=media&amp;token=18043d8e-1d85-4e2e-a4dc-34c8c9a71b65" alt=""><figcaption></figcaption></figure>

Once selected you will be able to choose from the available channels in omnichannel.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmzS4jmAIB3KDUe0VY8qT%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_fntkIsaBD7Dacm3CL9gZ_download%20(33).webp?alt=media&amp;token=59f183ec-89dd-4e6b-8675-a51de91ff9e7" alt=""><figcaption></figcaption></figure>

Once you set up this condition you can direct the user to specific channel features.

For example cards might be available to Messenger but not to Telegram. It does not show the same way.

So using this condition you can send a customized response for Telegram users.

#### How to determine which channels support which features? <a href="#how-to-determine-which-channels-support-which-features" id="how-to-determine-which-channels-support-which-features"></a>

Every block when hovering over it will show the available channels by displaying the icons of those channels at the top.

You can also reference the same icons when inserting a node into the flow builder

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FovheiXgNt7olF4H2rAO2%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_szI12SmRrP872YWb6Y0A_omni-channel-08.webp?alt=media&amp;token=1f58c8fd-abf3-4f6e-8a83-f49992ca16b6" alt=""><figcaption></figcaption></figure></div>

### Facebook Bot <a href="#facebook-bot" id="facebook-bot"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fy9dDsCDYYFGbJLPsuhZW%2Ffb_connect.13bd8a24.png?alt=media&amp;token=a7ab0a94-dcf2-4d81-8a7e-aa60eaa15abf" alt=""><figcaption></figcaption></figure>

Follow steps 1, 2 and 3 in the above screenshot and jump to facebook.com, **select all the pages in your page list, that you want Rapidbott to help with the automation**.

{% hint style="info" %}
If you connect your Facebook Account with more than one workspace, remember to select all pages that require management on Rapidbott regardless of workspace.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXRC4GCGyWEqMpLp9IOiX%2FUntitled%20design(24).png?alt=media&amp;token=24c6096f-49a6-4fc7-b956-328a80bfec39" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
The red x is for disconnecting the flow with your page only. Your flow won't be removed. It will still stay in your workspace remain intact (in "All Bots")
{% endhint %}

After connection, these are some of the operations in the screenshot above:

1. Click "Reconnect" when you want to add/remove a page or refresh.
2. Click "Create Flow" to create a new flow for the bot.
3. Click the red x to remove the connection between the bot and your page.
4. Flip the status to stop/start the automation.
5. Click the link to talk to the bot. You can also share the link with other Facebook users.

#### Talk to Facebook Bot

3 ways:

1. Click on URL in step 6 in the above screenshot.
2. Use the preview button in your flow.
3. Search your page name on Facebook to visit your page and click **Send Message** or **Message**.

### Instagram Bot <a href="#instagram-bot" id="instagram-bot"></a>

Firstly, you need an Instagram business account. To change from personal account to business account, follow steps 1, 2 and 3 in the following screenshot and choose "Business":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1IQLKo9AXgVlR5ZMpvWx%2Fimage.png?alt=media&amp;token=f3f0b89e-7bae-45ff-a9a5-b6bbc8c8cd6f" alt=""><figcaption></figcaption></figure>

Then connect your Instagram business account with your Facebook page. A Facebook page is a must, if you don't have one, create a new page.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FI1hM7RYLsroHvmbFjI9R%2FScreenshot%202022-12-09%20113836.png?alt=media&amp;token=11a6264e-abe5-4e58-953f-3c7d9e31fa67" alt=""><figcaption></figcaption></figure>

Go to the "Settings" of your Facebook page, then "Instagram", "Connect Account".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FX24PMwVg3GlpnJVA1Eha%2Fimage.png?alt=media&amp;token=6a24de2b-954f-4685-b4a9-2fb73d023dae" alt=""><figcaption></figcaption></figure>

The next step is to turn on the "Allow access to messages" in your Instagram app, see steps 1 to 5 in the following screenshot: Menu - Settings - Privacy - Messages - Allow access to messages

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fiu6R6TLZSOsdfMPjipuB%2Fimage.png?alt=media&amp;token=05dd1d8a-6931-469e-96e0-7fefcd501518" alt=""><figcaption></figcaption></figure>

Finally, in Rapidbott, let's connect your Instagram with Rapidbott. Go "Facebook" and "Reconnect" (Yes, Facebook, not Instagram):

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FteoYGptRXH6ofKudihzh%2F1(1).png?alt=media&amp;token=a98b3980-629e-4b29-bc32-9ef600f3e14b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6RfyuYzzv7pNrarieoPk%2FScreenshot%202022-12-09%20114737.png?alt=media&amp;token=cf9984c9-2b13-426e-afbb-49bb96adb71e" alt=""><figcaption></figcaption></figure>

Continue as yourself or click "Edit Settings" if you've previously linked Rapidbott to your Facebook.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fl6kG1NmlOvpLvRH4lrms%2FScreenshot%202022-12-09%20114953.png?alt=media&amp;token=46283b7e-65e6-41be-a0c0-df323058f072" alt=""><figcaption></figcaption></figure>

> IMPORTANT
>
> In the above screenshot, select ALL the Instagram Business Accounts that you wanted to use with Rapidbott, not just for the current workspace.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtjlLhAIVdJnHT9x6uVOU%2FScreenshot%202022-12-09%20115217.png?alt=media&amp;token=ebe3f366-423e-49a5-91f4-77483ece57d2" alt=""><figcaption></figcaption></figure>

> IMPORTANT
>
> Similarly, in the above screenshot, select ALL the Facebook pages that you wanted to use with Rapidbott, not just the page that connects to the Instagram account.

Give all permissions and after the connection, you are able to see your Instagram flow in both "Facebook" and "Instagram":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTCRqjRc2ER8RLrqEFDHX%2F1(1).png?alt=media&amp;token=2bfafea3-683b-4096-8e3d-6a96fc7aceea" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F39HKwGUeuhY1F8efbWJp%2FScreenshot%202022-12-09%20115440.png?alt=media&amp;token=da86078e-af6e-40a9-9d52-dada70ece664" alt=""><figcaption></figcaption></figure>

Navigate to the Instagram tab located under the bots tab. Then press the link button located to the right of the dashboard.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvaGsWZjFQN2wq4EdLwE9%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_sKC9g5OBgmq5knag0EsL_Capture.webp?alt=media&amp;token=7ce54a64-c41e-4014-8957-362610bbfb2a" alt=""><figcaption></figcaption></figure>

Once it is connected, you can either go ahead a create an Instagram chatbot from the same dashboard, or if using omnichannel as your workspace. Link it there as shown below.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjtUPZpdroJblap0jC1tn%2Ftempsnip%20(1).png?alt=media&amp;token=0c7c4108-55c5-4bf9-adfb-1dd3cd681d05" alt=""><figcaption></figcaption></figure>

#### Talk to Instagram Bot <a href="#talk-to-instagram-bot" id="talk-to-instagram-bot"></a>

Instagram doesn't support **Preview** feature, so to talk to your Instagram bot:

1. Search your account name on Instagram or goto the **Instagram** section on Rapidbott dashboard, click on the URL link below the bot name to visit your Instagram page
2. follow the account and click **Message** to start the conversation.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLjUR0CtLIbSi7BwO71SD%2FScreenshot%202022-12-09%20115901.png?alt=media&amp;token=f59a6238-e4e1-4d96-8a23-07170822f2e9" alt=""><figcaption></figcaption></figure>

### Telegram Bot <a href="#telegram-bot" id="telegram-bot"></a>

On your phone, visit <https://t.me/BotFather>[ ](https://t.me/BotFather)[(opens new window)](https://t.me/BotFather) from a browser. Click "SEND MESSAGE" and you will jump to the Telegram application. Click "Start" at the bottom to talk to @BotFather.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9G2nm8fSxjiCa02tsfCu%2Fspaces_7rlwzmPwFtiBBtvtYu8n_uploads_3GNj7vTyDdmhDIEupjla_image.webp?alt=media&amp;token=41546fde-a5db-4192-a037-d36c3f6742f0" alt=""><figcaption></figcaption></figure>

Send "/newbot", then a username for your bot. You will get a token like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FzrsLFCl6bp4s0e5m7LnO%2Ftelegram3.a72868c9.png?alt=media&amp;token=69a74957-1e9e-4027-ba74-21455856fc36" alt=""><figcaption></figcaption></figure>

Copy the token and back to Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTas1E9clqnyKFjFlAIeF%2Ftelegram1.be164dc0.png?alt=media&amp;token=7eeeca3f-c0fd-4827-8853-946e08661265" alt=""><figcaption></figcaption></figure>

In Rapidbott, click "Add New Telegram Bot" and put your token in the pop-up window. Finally, click "Create Flow" and there you go!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtbGaz3VzGSJFxSOxfd17%2Fspaces_7rlwzmPwFtiBBtvtYu8n_uploads_AAIeEliw1jHQZGZ7w4NX_Screenshot%202022-12-09%20120453.webp?alt=media&amp;token=d64d467f-ac60-46bf-ac33-5d2e56520cdd" alt=""><figcaption></figcaption></figure>

Flip the status to stop/start the automation and click the red x to remove the connection (your flow will be still in "All Bots")

#### # Talk to Telegram Bot <a href="#talk-to-telegram-bot" id="talk-to-telegram-bot"></a>

2 ways:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb9LmMHf1Ipn5tNznMpeJ%2FWhatsApp%20Image%202022-12-09%20at%2012.09.22.jpg?alt=media&amp;token=076c8784-cda3-4e81-aeb8-0e33ed8df03a" alt=""><figcaption></figcaption></figure>

1. Click the URL link above.
2. Use the preview button in your flow.

### Slack Bot <a href="#slack-bot" id="slack-bot"></a>

{% content-ref url="/pages/c89JY1k1YZFx1Cxw0D6T" %}
[Slack](/help-center/platform/introduction/integrations/slack)
{% endcontent-ref %}

{% hint style="info" %}
**In Progress**

We are working on building more functions for Slack bots. The documentation will be updated as soon as we have done that. Should you have any query, please feel free to contact us.

In the mean time check out the Slack info docs [here](#slack-bot)
{% endhint %}

### WeChat Bot <a href="#wechat-bot" id="wechat-bot"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fy73VlmMV6jCnwHuLpTjO%2Fwechat1.ae86cdc3.png?alt=media&amp;token=a2534b13-f15a-4da1-80df-2f031681142d" alt=""><figcaption></figcaption></figure>

Follow steps 1, 2 and 3 in the above screenshot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Flu3Ulli3jYIofoUuVlpk%2Fwechat2.55bb42e3.png?alt=media&amp;token=2cb41c20-2488-40e8-988b-a7cf9266f059" alt=""><figcaption></figcaption></figure>

* If you already have a WeChat official account or wanted to register one, click "Sign up"
* If you don't have an official account yet, click "Sandbox Test account" to test the bot with your WeChat personal account

{% hint style="info" %}
You can choose English on the WeChat website by clicking the globe icon on the upper right side. However, some pages do not support translation.
{% endhint %}

Login yourself with your WeChat account. On the top, you can see your "appID" and "appsecret" as below:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FA6NMYUJabvNFGiZg8xVg%2Fwechat3.0fbb83bd.png?alt=media&amp;token=46e6ed47-c4c9-4da4-8c74-8b8d27d81052" alt=""><figcaption></figcaption></figure></div>

Copy them back to the Rapidbott. Follow the steps below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fgy6LxwDDXAfG4XGmAdhw%2Fwechat4.26395be7.png?alt=media&amp;token=9cf4f2b6-9ee7-49ab-82b9-cd7810250a2f" alt=""><figcaption></figcaption></figure>

1. choose a type
2. paste your App ID and secret
3. name a token yourself
4. click "Save"
5. a webhook URL will show, copy it to the WeChat's website

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDmlpwpcqwGUD0Kq9hsEF%2Fwechat5.e439aa57.png?alt=media&amp;token=a8075f2e-b226-4643-9879-f021e0181953" alt=""><figcaption></figcaption></figure>

Paste the webhook URL (in step 5) and the token (in step 3) here then click the green "Submit" button. Finally, scroll down a bit, you can see your testing QR code:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Foloqm6cPYbcILEFVuG0D%2Fwechat6.0731c54a.png?alt=media&amp;token=3ccf25ef-8d02-4a24-bfea-de126bc0ba88" alt=""><figcaption></figcaption></figure>

#### [#](broken://pages/UYZt0nJ7CaFRZjFGMUfP) Talk to WeChat Bot <a href="#talk-to-wechat-bot" id="talk-to-wechat-bot"></a>

Now you can share your QR code with any WeChat user. By scanning and following your official/testing account, they are able to talk to your bot. Besides, their nickname and WeChatID will be listed here (100 users maximum).

### WhatsApp, SMS & Voice Bot <a href="#whatsapp-sms-voice-bot" id="whatsapp-sms-voice-bot"></a>

#### Pick Providers <a href="#pick-providers" id="pick-providers"></a>

As follow are the providers we currently work with. Different providers support different bots. Choose your provider according to your needs. Create an account with them and pick your number.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPRnhVVe3wNw65ha4Ofbr%2Fproviders_config.77776646.png?alt=media&amp;token=38917e52-8a6a-49d6-8a84-f81dfd83c169" alt=""><figcaption></figcaption></figure></div>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQq22NuiFSTv6ruodUybO%2Fprovider2.ae8c65ef.png?alt=media&amp;token=188dad1c-85e5-4456-a3a8-1c6ded6a3a44" alt=""><figcaption></figcaption></figure>

You can either access them in the according channel (see screenshot above) or on the "Integration" page (see screenshot below).

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEVjCM97mAZgWqaRxiNbb%2Fprovider.c5c40b96.png?alt=media&amp;token=7543ed3d-8608-46c1-a037-cdb6b766d8b6" alt=""><figcaption></figcaption></figure>

Follow the steps in the above screenshots to connect to the provider and add numbers.

#### Sign Up & Get Numbers <a href="#sign-up-get-numbers" id="sign-up-get-numbers"></a>

Take Twilio as an example. On their website, sign up, login in, then you will get to your dashboard:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fwc5IAoUMiJgmdFmhXyXu%2Ftwilio.4f0f2af5.png?alt=media&amp;token=447eabb2-9358-4e2d-8ae1-02623fd21b03" alt=""><figcaption></figcaption></figure>

Click "Get a Trail Number".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlxjLW8sySVlSDSal3QIu%2Ftwilio_number.451644d9.png?alt=media&amp;token=18662fc9-0de4-473f-bc85-1ef3ba803903" alt=""><figcaption></figcaption></figure>

In the pop-up window, the number is shown on the upper left side, click "Choose this Number" or "Search for a different number". Then you have your own number!

#### Connect to Provider <a href="#connect-to-provider" id="connect-to-provider"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvA5PqYD2Nj8ABXMcGjMT%2Ftwilio_id.8c5b0890.png?alt=media&amp;token=5ee00505-fdd5-477b-a09a-50825a98936f" alt=""><figcaption></figcaption></figure>

In your provider dashboard, click the little button on the right side to copy your "ACCOUNT SID" and "AUTH TOKEN" value back to the Rapidbott:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9cCHSpfCMgu8xpjc4kGp%2Ftwilio_id_uchat.5c6f0b0c.png?alt=media&amp;token=98705a4e-543a-4ee1-a9e5-480fd1bfb097" alt=""><figcaption></figcaption></figure>

1. put your copied values in corresponding fields.
2. click "Save".
3. click "Add Phone Number" if you are building an SMS or Voice bot, otherwise, "Add WhatsApp Number".

* More information click -> [Twilio Docs (opens new window)](https://www.twilio.com/docs)
* More information click -> [360Dialog Docs (opens new window)](https://docs.360dialog.com/)
* More information click -> [SignalWire Docs (opens new window)](https://docs.signalwire.com/topics/relay/#relay-documentation-access-keys-tokens)
* More information click -> [Message Media Docs (opens new window)](https://developers.messagemedia.com/)

#### Add Numbers <a href="#add-numbers" id="add-numbers"></a>

Click "Add Number" in area 3 in the above picture after connecting your provider with your Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgGpKT1eY9rXbyAWKqdvg%2Fdownload%20(40).png?alt=media&amp;token=07ca9233-9176-47f7-8657-d8d0984a90ad" alt=""><figcaption></figcaption></figure>

Click "Find Number", the system will search all the numbers that are under your provider account. Click "Add" to add one of the numbers.

Thereafter, you are able to see all your connected numbers under the "Phone Numbers" page in "Integration".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FaVQ84NPi1PjEBagW2vAW%2Fphone_number.57307436.png?alt=media&amp;token=60cb0328-bace-4ec7-977c-c95b29e5bb96" alt=""><figcaption></figcaption></figure>

Add new numbers from the drop-down list as below: ("Buy Number" is disabled at the moment)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fzu8M3fzGfun2b607AzYr%2Fadd_number.461ef7f1.png?alt=media&amp;token=2799dd7a-d228-4576-b623-1eff51ee359e" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you would like to disconnect the WhatsApp / Voice / SMS flow with your number, or create a new flow for that number, copy the number and click "Release Number". Then your flow will be disconnected but stay safe in your "All Bots". Add the number again to create a new flow with it.
{% endhint %}

After adding phone numbers:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fjf3Xc6vNfTzD9zcSf1yw%2Fphone.8a3d1984.png?alt=media&amp;token=ee840f97-4fda-4591-abc5-4fc75b76edb2" alt=""><figcaption></figcaption></figure>

1. use the plus button to create new a flow.
2. button 2 is for "Open Flow" of this phone number.

#### Talk to WhatsApp/SMS/Voice Bot <a href="#talk-to-whatsapp-sms-voice-bot" id="talk-to-whatsapp-sms-voice-bot"></a>

* WhatsApp - add the phone number as a new contact and send messages to it
* Voice - call the phone number
* SMS - send SMS messages to the phone number

### WhatsApp + 360Dialog Sandbox <a href="#whatsapp-360dialog-sandbox" id="whatsapp-360dialog-sandbox"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYPhHqsvsoSHTmKdQW8dx%2Fprovider2.ae8c65ef%20(1).png?alt=media&amp;token=4ba89c33-e17a-4304-aa24-788abd515191" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcxbolJmDJuee1jEGhAzI%2F1(3).png?alt=media&amp;token=064c814b-887e-4912-b181-62d2c649093d" alt=""><figcaption></figcaption></figure>

Go "Bots" -> "WhatsApp" then "360Dialog" on Rapidbott and in your WhatsApp App, add "+4930609859535" as a new contact and sent "START" to it.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Feix8iNwsc4XyJOwr0vlV%2Fimage.png?alt=media&amp;token=6c68a0e2-8c99-4787-9d9c-349f6bb34dce" alt=""><figcaption></figcaption></figure>

Copy the "api-key" back to **Rapidbott**, click "Add WhatsApp Number":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F95DIyBltWLjuhJo7j3cd%2Fimage.png?alt=media&amp;token=dcffe80b-60a3-4ad8-845c-2873241f1995" alt=""><figcaption></figcaption></figure>

Again put the number "+4930609859535" here and paste the API key. After adding this number you can click the "Create Bot" to start building a flow.

**To use 360Dialog sandbox, please note that:**

1. only the phone number which requests the API key can test the bot
2. you can send "START" to get a new code, but make sure you update the key with your bot.
3. 360Dialog doesn't allow sandbox users to access their media recourses. For example, if you use a question step to ask for a photo and store the URL in a text variable. You are unable to visit this URL to get the photo because you are using a sandbox.

After testing the sandbox, to set up your  **WhatsApp 360Dialog** account with **Rapidbott**, check doc here 👇

{% content-ref url="/pages/eWpkPiLzujXjL4PqAO5X" %}
[WhatsApp Channel](/help-center/platform/whatsapp-channel)
{% endcontent-ref %}

### Google My Business <a href="#google-my-business" id="google-my-business"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fs26RGpmk4ivHTv0n2LQj%2Fgoogle.c2983b7b.png?alt=media&amp;token=b8917542-5592-42de-bcad-7ce1ffbfacd8" alt=""><figcaption></figcaption></figure>

The whole process will be:

1. connect Google account
2. create agent, build flow & test
3. verify agent
4. launch Rapidbott
5. go live

#### Connect Google Account <a href="#connect-google-account" id="connect-google-account"></a>

Follow steps 1, 2 and 3 to connect to your Google account.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4xrCcBNglodr4mmezTcG%2Fgmb1.c97f6b42.png?alt=media&amp;token=2e6f1ee1-f772-422f-a093-35f9a78d70c9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please note that this Google account must have access to the business (either owner or manager). For agency, you will need to be invited to be the manager of your client's business.
{% endhint %}

After the connection, in the above screenshot:

1. click "Sync Locations" to pull all the businesses that associate with this Google account, whether they are verified or not.
2. create agent then create flow
3. scan the QR code or visit the URL link to test the bot in Google Map

#### Create Agent <a href="#create-agent" id="create-agent"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmT3QFITp3f1WaQklvfD9%2Ftempsnip%20(2).png?alt=media&amp;token=07250612-00ec-4936-8440-610a6ef6ee91" alt=""><figcaption></figcaption></figure>

Click "Create Agent", fill in the profile information including:

1. phone number
2. website address (same as your business website address)
3. privacy policy URL
4. timezone
5. logo
6. entry points (local, non-local, both local and non-local)
7. welcome message
8. offline message

{% hint style="info" %}
If you get an error saying that fails to create an agent because the location is not verified, try to click cancel and refresh the page. The "Create Flow" button will show.
{% endhint %}

#### Local or Non-Local <a href="#local-or-non-local" id="local-or-non-local"></a>

| Type      | Agent Verification Process | Entry Points                                                            |
| --------- | -------------------------- | ----------------------------------------------------------------------- |
| Local     | Automatically              | Google search & Google map                                              |
| Non-Local | Manual Process             | Google search, Google map, site links, answer card, website buttons etc |

#### Build Flow & Test the Bot <a href="#build-flow-test-the-bot" id="build-flow-test-the-bot"></a>

When your agent is created, click "Create Flow" to start building your bot. Check "[Flow Builder](broken://pages/5WkqfSDVQbUzS5MC6KQq)" documentation for how-tos.

#### Verify Agent <a href="#verify-agent" id="verify-agent"></a>

{% hint style="info" %}
**IMPORTANT**

Build and test everything before you request an agent verification. Because once verified, it's very difficult to change the agent information. You will need to contact Google yourself.
{% endhint %}

Before you send the request, check this:

* [x] Did I choose what suit my business best, local or non-local?
* [x] Am I happy with all agent information like logo, contact phone, etc?
* [x] Do I have a contact email that shares the same domain as my website?

Click the button next to the "Open Flow" button, then click "Verify Agent".

Provide a business website, contact person name and a contact email that share the same domain as the brand website.

For a local business, if your business is already a verified business, your agent can be verified automatically and immediately. You will see the green "Verified" label. Thereafter, you can launch your chatbot.

While for a non-local business, after submitting the request, you will receive 2 emails from Google. One email asks you to reply for approving us to help with the bot automation in a specified format (security key needed). Another email will give you the security key. **It will take you a few days (up to 7 days) to get your agent verified**.

#### Launch Agent <a href="#launch-agent" id="launch-agent"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvOwihrzBQYAev0NdrFbo%2Fgmb6.607470c8.png?alt=media&amp;token=3f9c3fa1-2784-4b67-8daa-566d0c204558" alt=""><figcaption></figcaption></figure></div>

When your agent gets verified, click "Launch Agent" and a chat button will show with your business after 4-6 hours. You will see the green "Launched" label.

#### Unlaunch Agent <a href="#unlaunch-agent" id="unlaunch-agent"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOkT7IoL9bCjKbD2bu9dm%2Fgmb7.c90804ca.png?alt=media&amp;token=cc58b6d1-e7fb-4da2-9656-ac29ce98f2f7" alt=""><figcaption></figcaption></figure></div>

If you wanted to stop the bot automation, click the green "Active" button under status. And to stop showing the bot with your business, you need to unlaunch your agent.

Click "Unlaunch Agent" and again, you will need to wait for 4-6 hours to see the "Chat" button disappear. By then the labels will look like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpPUYBXCSIECWJjsf9871%2Fgmb8.f4b2961e.png?alt=media&amp;token=460401f5-8d87-42ed-b064-0df70bee7719" alt=""><figcaption></figcaption></figure>

To launch it again, just click on "Launch Agent" again.

#### Talk to Google Bot <a href="#talk-to-google-bot" id="talk-to-google-bot"></a>

Before you launch your bot, goto \**Google* section on your Rapidbott chatbot dashboard. Visit the **Test Url** or scan the QR code to talk to the bot.

After your bot launched, Google your business name in a webpage. Click on the **CHAT** button to start the conversation:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FR8ulFxed2ZsVXBLXuDcM%2Fgmb9.0d36a9eb.png?alt=media&amp;token=7924bfdd-6599-4d3f-a909-8b3a1b2629b9" alt=""><figcaption></figcaption></figure>

Or search your business name in Google Map. Click on the **Message** button to start the conversation:


# Agents Group Chat

* [Making An Agent Group Chat](#making-an-agent-group-chat)
* [Using Group Chat](#using-group-chat)
  * [Tagging Agents](#tagging-agents)
  * [Replies](#replies)
  * [Notes](#notes)
* [Managing Group Chats](#managing-group-chats)

{% embed url="<https://youtu.be/WQp7yDoD7dQ>" %}

Rapidbott now allows the users to let their live agents handle their conversations in groups of their own. This is a great feature for businesses that have many live agents and keeping tabs or discussing issues in between by a supervisor is difficult.

### Making An Agent Group Chat <a href="#making-an-agent-group-chat" id="making-an-agent-group-chat"></a>

On your Rapidbott dashboard, click on the “Agent Group Chat” Tab and then Open Chat to start seeing the channel/groups.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYifFl26mePpdTxoZzt24%2FAgent%20Group.png?alt=media&amp;token=4831b2f7-b200-49ef-ab19-658a3015ca02" alt=""><figcaption></figcaption></figure>

Click on the icon to start a new group.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FedbFI2gMLUT9d5pzLvYL%2FAgent%20Group%201.png?alt=media&amp;token=2f2f56f0-5348-43f2-a2fe-b40a0907f98b" alt=""><figcaption></figcaption></figure>

Edit the details for the group and then press create.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTBII3pOlhEEUs8WfbAHb%2FUntitled.png?alt=media&amp;token=41a0b91c-4f89-4061-b12f-102b9140463e" alt=""><figcaption></figcaption></figure>

### Using Group Chat <a href="#using-group-chat" id="using-group-chat"></a>

The group chat can be used in a similar manner as the normal live chat, but with additional features. Some of those are discussed below:

#### Tagging Agents <a href="#tagging-agents" id="tagging-agents"></a>

Click on the variable icon and select the agent you want to tag inside the chat from the pop-up menu

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1NVwojU0t6PAMzxfxw8L%2FUntitled.png?alt=media&amp;token=ef3c01e9-bd37-49d6-a1b9-da90fead936f" alt=""><figcaption></figcaption></figure>

#### Replies <a href="#replies" id="replies"></a>

In order to send a reply, click on the “reply” window and click on send to send icon on the message

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUr7oviG6JhrOMmzzmebC%2FUntitled.png?alt=media&amp;token=c555f5f6-87ef-48b3-99e0-27b64f250ab0" alt=""><figcaption></figcaption></figure>

#### Notes <a href="#notes" id="notes"></a>

In order to send a note, click on the “Note” window and click on the send to send icon the note.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2RTuI4vS3k1cCdKMU3oc%2FUntitled.png?alt=media&amp;token=322697db-cdf5-4691-a4d7-1333d1955b71" alt=""><figcaption></figcaption></figure>

You can also filter the conversation to notes only by clicking on the tick box above.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0MIlI4ce1On6OkYKYaEk%2FUntitled.png?alt=media&amp;token=60248517-070c-4c83-ac03-704885e4d470" alt=""><figcaption></figcaption></figure>

### Managing Group Chats <a href="#managing-group-chats" id="managing-group-chats"></a>

You can manage multiple groups by clicking on the group icon and selecting the group you want to edit (you can only edit the groups created by you)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7I23kCsM4qtXxwIIyQnN%2FUntitled.png?alt=media&amp;token=677603f4-59e5-43ca-8ed0-bc5814db0aee" alt=""><figcaption></figcaption></figure>

Click on the pencil icon to edit the group.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZwA8CWZ8NAoAl3XPchuP%2FUntitled.png?alt=media&amp;token=52439f60-6db6-48eb-97cc-4f736bbbb1d3" alt=""><figcaption></figcaption></figure>


# Website Chat

How to add a live chat widget to any website

With the webchat widget, you will be able to add a chatbot to any website without the dependency of any other channel. This will help you unlock the power of conversational marketing without the downsides or restrictions other channels might have.

### Where to find it

To discover the webchats widget you will need to open your [**Omnichannel**](https://github.com/vajansaju/Rapidbott-Docs/blob/main/platform/broken-reference/README.md) bot and select the Webchat widget tab

{% hint style="success" %}
Please note webchat is only available under Omni-Channel.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVwlNBoO9JzVlpJSE4wVn%2Fwebchat.png?alt=media&amp;token=7bc47fc2-c07d-4f54-9d7b-479c8bf42026" alt=""><figcaption></figcaption></figure>

Great, now that you have selected the webchat widget you will now see your main editing pages as shown below. This is where you can configure your branding and so much more.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlIzaeSCeNSQMEFsZlqvh%2FCapture.png?alt=media&amp;token=97726510-e5f7-416f-827a-9df1896589bb" alt=""><figcaption></figcaption></figure>

### Content

The first section of the widget will be the content tab. Here you will find the following options;

* [Chat Bubble](#chat-bubble)
* [Chat Header](#chat-header)
* [Conversation button](#conversation-button)
* [Welcome message](#undefined)
* [Out of office message](#out-of-office-message)
* [Pre Chat form](#pre-chat-form)
* [Default start flow](#default-start-flow)

### **Chat Bubble**

With the chat bubble, you are able to select your preferred bubble icon. You will see that reflecting directly on the preview in the bottom right corner

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsRZmHKC0w8qhEmylitbj%2Ftempsnip.png?alt=media&amp;token=e50913ec-d8f3-4d4a-8f8b-056468e1a047" alt=""><figcaption></figcaption></figure>

Let's go ahead and add our own branded logo, this example we're using the Monday.com logo. You will also see the changes to the icon in the lower right side of the screen too.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7Cs4KyqR7MYfkvTIlS3q%2FCapture.png?alt=media&amp;token=911c0767-33e6-4a70-92ce-028d00445502" alt=""><figcaption></figcaption></figure>

Adding text with your icon

{% hint style="success" %}
If adding text to your chat bubble, be sure to make it intriguing. Not just a boring quote like chat with me. Make your website visitor take action.
{% endhint %}

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSybveryQS55GRd9tFghf%2FCapture.png?alt=media&amp;token=0e6b47ad-49b8-40d6-b4be-6a293b9acf7d" alt=""><figcaption></figcaption></figure></div>

And this is what the result will look like.

{% hint style="info" %}
Note: If you cannot see the text in the display, don't panic... You can set up the font colour shortly under the [**appearance**](#appearance) tab
{% endhint %}

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FC7PfXPongLFyLoEQhacD%2FCapture1.png?alt=media&amp;token=3449d306-5862-4399-a268-0628df307bee" alt=""><figcaption></figcaption></figure></div>

### Chat Header

Add your logo or a personalised image with a greeting message.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FA3jA5w5ClVr5v1OMXU4Y%2FCapture%20(1).png?alt=media&amp;token=6f9d7729-2e47-4844-adf1-0f4aeb49484d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
By default it already has our Rapidbott app logo and a basic greeting text message. Let's go ahead and make it look better
{% endhint %}

There are multiple media types you can use for your chat header image. So if you don't want to use a logo, maybe try an animated GIF 🕺

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7NMNI9p3sAfB9Qa85Mmo%2FCapture.png?alt=media&amp;token=8efc4aae-da4f-49bc-b2ba-023a211e6ede" alt=""><figcaption></figcaption></figure>

Great we have added an image to our header. Below the image tab you will see another tab called Header name. You can name this anything you want. Maybe a business name or even a catchy slogan.

{% hint style="info" %}
Later on in the section we will show you how to add more greeting text. **Note:** If using **welcome** text it will replace the header name. "Just in case you see it disappear"
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FuCL9yQeJ6tXyoBBiqMUI%2FCapture1%20(1).png?alt=media&amp;token=3250ff9b-bbec-47f4-a0b5-3aa339ca6429" alt=""><figcaption></figcaption></figure>

### Conversation Button

With the conversation button, you can create your own call to action (CTA’s) buttons to allow users to start, continue or start a new conversation. Any edits will be updated automatically. If left blank, the defaults text will be used.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYngHdub97KWpJJ1pQ0BM%2Ftempsnip%20(3).png?alt=media&amp;token=0613b9b1-5b8b-473f-8ffc-0b60a9312a3f" alt=""><figcaption></figcaption></figure>

### Welcome Message

You can add a welcome headline and tagline to get people to press on your webchat widget. Remember we mentioned if you use the welcome message it [removes the chat header title](#chat-header).

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMOF4h6Uak50ioxqyXWah%2FCapture%20(2).png?alt=media&amp;token=20a236c1-d601-4f6c-b966-946591a90a35" alt=""><figcaption></figcaption></figure></div>

### Out Of Office Message

With the out of office message you will be able to add a notification to your widget and set the reply message too

{% hint style="info" %}
The out of office message will display when you are offline
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAy7SHvdYFqmslaEIwIZU%2FCapture%20(3).png?alt=media&amp;token=780f119a-5f47-4be8-bee6-343144001375" alt=""><figcaption></figcaption></figure>

### Pre Chat Form

With this setting, you can capture essential data before the chat even starts and save this to any [system](/help-center/contents/contents/custom-fields) or custom user field available.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6TezyiM09ZsAyNunrjjb%2FCapture.png?alt=media&amp;token=83214b96-ab34-4c1c-a43d-053f78ae547c" alt=""><figcaption></figcaption></figure></div>

Let's take a look at all the pre chat form settings below

First of all you will have the form Header where you can state the purpose of this form. After you will be able to insert a field form by pressing the button **+ Add Field**.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FiOHE1cKkuYEpUcQWQ7C8%2FCapture.png?alt=media&amp;token=90045b11-b302-440d-adcc-402a31de8b0f" alt=""><figcaption></figcaption></figure></div>

You will then be able to select any of the following field types:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fhiq1ZMKeZNQoo4WpfQlg%2FWebchat%202.png?alt=media&amp;token=0942b62c-536a-44fd-b77e-71a0875c1ba4" alt=""><figcaption></figcaption></figure></div>

Once you are editing any of the fields you will have several options to choose from. Let’s take an email type field as an example

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHFeFQUkxPI4MGLCuFg95%2Fb9e7d9bf-041e-461e-bfad-ac656feb67c1.png?alt=media&amp;token=903f081a-91ce-4454-8f9b-96a923330fc2" alt=""><figcaption></figcaption></figure></div>

First of all, you can select the [**system**](https://github.com/vajansaju/Rapidbott-Docs/blob/main/platform/broken-reference/README.md) or [**custom user**](https://github.com/vajansaju/Rapidbott-Docs/blob/main/platform/broken-reference/README.md) field you want to save the value given by the user to. Then you will be able to set the name of the form field label. Inside the placeholder, you will be able to give an example of the format you would like to receive the email in. The hint section will allow you to give additional information about this field type.

The last two options will allow you to determine if the field is required and what width you want the field to be. As a result, it will then look like this

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fq4KaK1ovZTsgJtAK6gkJ%2FCapture.png?alt=media&amp;token=2e10a26c-6539-4480-9d18-c3138d9baa2a" alt=""><figcaption></figcaption></figure></div>

Once you have fully edited the field to your liking you can press the button **done** at the top of this field to save the changes.

Lastly below the fields you will have an additional option to allow the user to write a message prior to entering the chatbot

<div align="right"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FaD5i6oJ4AI6C4KMb8b4n%2FCapture%20(4).png?alt=media&amp;token=a88254e2-1ed2-4fe3-b173-eca8ef7c3341" alt=""><figcaption></figcaption></figure></div>

And finally, this is how the pre-chat form will display 😊

### **Default Start Flow**

If the [pre-chat form](#pre-chat-form) is **not** enabled then you will be able to set a default starting [**flow**](https://github.com/vajansaju/Rapidbott-Docs/blob/main/platform/broken-reference/README.md) of your own choosing

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FunJjuck3eAhnlQ20E1df%2FCapture.png?alt=media&amp;token=9c5e50c8-2c8d-4cc9-8ab4-ef5e2807ec82" alt=""><figcaption></figcaption></figure></div>

Once pressed you will be able to select any of the flows you have created beforehand

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8wzmjDjsBZbf4cu6lvLd%2FCapture.png?alt=media&amp;token=1564e076-ee99-44b2-b678-c271d9d0f0a0" alt=""><figcaption></figcaption></figure></div>

### Settings Tab

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FInIVdy9r0J58t1HCGsCR%2FCapture.png?alt=media&amp;token=305ea4e3-763d-4931-8543-208d8910b6cb" alt=""><figcaption></figcaption></figure></div>

Inside the settings tab you will have the following options to customise:

* [Language](#undefined)
* [Notification Sound](#notification-sound)
* [Features](#features)
* [Whitelist Domain](#whitelist-domain)

Let's dive a little deeper in the settings tab

### Language

With the language setting you can change the display language of a few sections inside the widget. Just select the language on the left-hand side and you will see the changes reflected in the preview on the right instantly. Below we changed the language to display French. As you can see some of the text components have automatically updated.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHU95w122T4OO9KgjHPol%2Ftempsnip%20(4).png?alt=media&amp;token=96f7d313-2473-4cc3-bbae-f5ee5f5f0b34" alt=""><figcaption></figcaption></figure>

### **Notification sound**

With this option, you will be able to set up your sound for new message notifications your users will hear when in conversation with your webchat widget. You can also mute if required.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbK15SK0Pex6ebiRRsj51%2FCapture.png?alt=media&amp;token=f7f1bc47-65a8-4d2f-a927-5ae226f951a4" alt=""><figcaption></figcaption></figure></div>

### **Features**

You will have access to the following options;

* **Allow Emoji Picker** -› let users pick from pre-set emojis
* **Allow Upload Attachments** -› let users upload documents, images and or videos
* **Allow users to end chat** -› this option will allow the user to close the chat conversation.
* **Allow popup Chat Window** -› this allows users to change the chat widget into a pop up which results in a bigger display of the chat
* **Allow to Continue Chat in Mobile** -› Users can scan a qr code to continue the conversation on their phone. Smooth experience if they start on a computer and want to continue the conversation with your business while being in the road

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwS4nMbDfSuEvf1HlWsg5%2FCapture.png?alt=media&amp;token=908175a7-9410-4b8d-a206-c4398921d738" alt=""><figcaption></figcaption></figure></div>

### **Whitelist domain**

{% hint style="success" %}
In order to display the widget on your website, you will need to whitelist your domain. You only have to add your root domain and all subdomains that you may have will automatically be recognised.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FApBjlzgMJjcU0i9wRJIY%2FWebsite%20chat1.png?alt=media&amp;token=64b568cf-7e59-4922-b3b6-4459cb88bcf4" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlUP8OvdfHFTY551LhvzJ%2FWebsite%20chat2.png?alt=media&amp;token=1d0f9bc8-a8e3-4ffe-ae76-bd64120e49b2" alt=""><figcaption></figcaption></figure>

### Channels

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8Ww9fteEBeulS5b1x13I%2Fchannels.png?alt=media&amp;token=be145a46-977a-485b-85b2-71130cc3291b" alt=""><figcaption></figcaption></figure>

Channels enables you to take your website visitors to chat on their favourite messenger channel.

Select your channels, add the styling components and you are done.

{% hint style="success" %}
Make sure you have already added your channels to your existing Rapidbott
{% endhint %}

### Appearance <a href="#appearance" id="appearance"></a>

With these options, you are able to customise your webchat to match your brand colours and preferences

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwY8QMNgbzysZNzFxiWHe%2FCapture.png?alt=media&amp;token=e65364cf-d18b-4a92-8c09-48d528ffb4b5" alt=""><figcaption></figcaption></figure></div>

You have the following options to choose from;

* [Theme](#theme)
* [Font](#undefined)
* [Colours](#colours)
* [Start Chat Button](#undefined)
* [Quick Reply Button](#undefined)

### Theme

With themes you are able to customise the visual appearance of your webchat widget with pre-set values

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEkZNKR9atJ48sJoCeQVY%2FCapture.png?alt=media&amp;token=dce8b34e-5fee-47a2-809a-703733f4e3ef" alt=""><figcaption></figcaption></figure>

The great thing about these themes is that they give a look and feel that users are already familiar with like when using Messenger of WhatsApp. These themes will create a similar chat experience directly with your visitors.

### Font

With fonts you can totally change the appearance of the webchat widget by matching it to your own brand, or to create a really unique experience.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvNAvuDlfNMK7Qa9a9jLH%2FCapture.png?alt=media&amp;token=54609274-202b-4c86-975e-d9f5c6b304ef" alt=""><figcaption></figcaption></figure>

### Colours

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCl3IVvBYjyFzZAtYwUvy%2FCapture.png?alt=media&amp;token=421bea3c-5e60-453c-91fa-9b2255d3c395" alt=""><figcaption></figcaption></figure>

Keep your chat widget on brand with multiple colour styling options to choose from.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGAj9DJJxN9lxynjki8G4%2Ftempsnip%20(5).png?alt=media&amp;token=dbf6d494-79e8-456d-b9f0-16465590f334" alt=""><figcaption></figcaption></figure>

### Start Chat Button

With this option you can change the border radius of the button “start conversation” or choose the option custom to add your own radius instead. It will help you keep things in sync with your own website buttons.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlQTNbQXuc3NPvuqh7Q7y%2FCapture.png?alt=media&amp;token=464b0711-501a-45e0-9961-2375cd28b88a" alt=""><figcaption></figcaption></figure>

### Quick Reply Button

A great way to really show your brand off or even being a little quirky with your design. Is to style your quick reply buttons. If you are not sure what quick reply buttons are click [**here**](https://docs.sendly.co.uk/flow-builder/steps/steps#facebook-send-message)

Quick reply buttons are designed to help your visitor navigate to what they want FAST!

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZdROYCIfELoTPu5nozEM%2F1212.png?alt=media&amp;token=8bd21992-174f-47bf-a026-47af43058c66" alt=""><figcaption></figcaption></figure>

### Display Style

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FxQF604dwFWOybecvKogm%2FCapture.png?alt=media&amp;token=cb8ab362-1bff-4b14-818c-afd33f8acf1a" alt=""><figcaption></figcaption></figure>

The display style option will give you multiple ways of using the webchat on your website. Let’s take a look at the different options

#### **Style**

You have 4 different styles to choose from as to how you would like to use the webchat channel on your website.

* Floating Modal -› which will give you the live chat icon on the bottom on your page
* Full Page -› allowing you to embed the chat widget as a full page instead
* Embed Chat Window -› allows you to display the chat window anywhere on your page
* Popup Modal -› Allows you to pop up a window with the conversation with your Rapidbott. Anything on your page can be the trigger as long as you apply a class to it.

The best part of it is that, for the same website, you can actually install different style of web chat on different pages.

{% tabs %}
{% tab title="Floating Modal" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeGZDXIQ0rMhrnIZvu9dt%2FCapture.png?alt=media&amp;token=2b00540c-fb64-462d-87a3-82b92b4d871c" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Full Page" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FV7bZfAmNBoqbVo5N9oTf%2Ffull%20page.png?alt=media&amp;token=65abd354-4b61-41b7-96d7-39e1dd8c4590" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Embed Chat Window" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLgcJDRF8PubipofzUpgF%2Fembed%20window.png?alt=media&amp;token=45e6d329-b047-4033-b17a-aa03b69b4828" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Popup Modal" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FF189syyqAf5K8gEtdEvX%2Fpop%20up%20modal.png?alt=media&amp;token=c165a57e-5c61-4ce5-983e-1874e826fd5e" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

#### Design

With the design tab, you will be able to set the conversation widget settings of the style of widget that you selected. Below is an example of a floating Modal moved to the left side.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fi3wMtI6SxTSUETP9E9Wk%2FCapture.png?alt=media&amp;token=5e4db75a-be8b-45f1-a063-d52bf289dc15" alt=""><figcaption></figcaption></figure>

### Install Code

The install code will generate your script of the desired style of chat widget you want to put live on your page it will look something like this 👇

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMBXmp60ACJZLqJORn0av%2FCapture.png?alt=media&amp;token=9c080811-eabf-442a-b467-b0679d33fa3d" alt=""><figcaption></figcaption></figure>

### Advanced Chat Functions

Trigger dedicated Rapidbott flows depending on what website page, landing page or even funnel steps that your web visitors are viewing.

#### Simplified

Coming Soon...

#### Advanced

Coming Soon...


# My Contents


# Email Templates

### Create Template <a href="#create-template" id="create-template"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb7Lr6JUvWErT9JBzPOxE%2FRapidbott%20Email%20Template.png?alt=media&amp;token=248e22b1-6fdb-47bb-a3e3-f371521e8c51" alt=""><figcaption></figcaption></figure>

Navigate to the my contents tab > email templates > New email template 'button'

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLParp0CWcpDkkgUp6BGA%2Ftempsnip.png?alt=media&amp;token=d4719ff7-5a95-49a7-8de4-a2d680b23820" alt=""><figcaption></figcaption></figure>

1. You can get started with a sample template
2. Use the tools on the right sidebar to edit your email
3. Preview your email on computer or phone
4. Define up to 10 variables for later filling

Remember to save your template after you finish.

### Use Template <a href="#use-template" id="use-template"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCQ1wWnUW98QHRW8mDc6s%2Ftempsnip.png?alt=media&amp;token=647cb346-218f-45d6-9f4e-2e49bdf2396d" alt=""><figcaption></figcaption></figure>

In your flow, right click to create a Send Email Step, edit it, click on "Change Template".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FadZiBbJOP8krFFIJUTto%2Ftempsnip%20(6).png?alt=media&amp;token=a0a6f2f7-652c-4695-b114-d714f054d019" alt=""><figcaption></figcaption></figure>

Choose a template and map values for your pre-defined variables in the template.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FiI6bjPdLzf4wHfuvDtMl%2Fimage.png?alt=media&amp;token=aee9f925-d453-4b5c-b859-4308d424c2a6" alt=""><figcaption></figcaption></figure>


# Rapidbott Bot Templates

### Introduction <a href="#introduction" id="introduction"></a>

Templates are complete bots and add-ons that are pre-designed, and pre-configured bot structures,These are made by developers and other users to provide easy pre-made bot structures for users to use and increase accuracy and efficiency in their work. Any user can easily create their own template by following the template creation steps below.

Templates can include all the flows, variables, automation, tools, menus, and widgets of a premade bot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FATZvcr1HNXkq2WJhXhq1%2FRB%20Templates%20.png?alt=media&amp;token=2b5656fd-9066-4b47-b5e5-2f80083c9f29" alt=""><figcaption></figcaption></figure>

### Use Cases <a href="#use-cases" id="use-cases"></a>

There are several templates available in the **Rapidbott** template store and each is built for specific purposes. Some of the specific use cases are mentioned below:

Customer Support: Assisting customers with inquiries and issues in real-time.

Lead Generation: Qualifying and capturing potential sales leads.

E-commerce: Helping users browse products, make purchases, and track orders.

Appointment Scheduling: Booking appointments or reservations.

FAQs: Providing answers to frequently asked questions.

HR and Recruitment: Managing job applications and HR-related queries.

Healthcare: Offering medical advice, appointment booking, and health information.

Travel and Booking: Assisting with travel bookings, flight information, and recommendations.

Banking and Finance: Providing account information, transaction history, and financial insights.

Education: Supporting students with course information and learning resources.

### The Template Store <a href="#the-template-store" id="the-template-store"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0p8JgUOJy7QkVtnbVPNK%2FRb%20Template%20store.png?alt=media&amp;token=95f95954-ad88-4cab-8f45-8bbfd66d3b52" alt=""><figcaption></figcaption></figure>

To install a template from the store simply head to the template store and from there users can access many templates that are created by users and **Rapidbott** developers.

The prices of bots can range from being free to paid, users can select and install the specific type of bot from the **Rapidbott** Template store.

### Installing Bot from the Template store&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FODoCTqq1vga21iM0yvFZ%2FRapidbott%20Template%20Install.png?alt=media&amp;token=619eacb4-ea68-4c0d-ba71-4ddeea56e596" alt=""><figcaption></figcaption></figure>

**Step 1**

Step 1 is to make sure that the bot’s construction is suitable for the work that has to be done by the bot.

A table will be present on the left side on the page of step 1 ,the information will represent the bot’s construction in a brief manner.

The steps represent the number of nodes that are used in achieving the required task of the bot while the custom fields represent the number of variables created by users especially for this bot . The number of sub flows represents the number of flows that will be installed in the bot . Keywords represent the number of special keywords used in the bot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsyFgOA5horRRN8ASRagj%2FUntitled.png?alt=media&amp;token=2bd41436-d7ab-4578-b44a-00c7a78a223d" alt=""><figcaption></figcaption></figure>

**Step 2**

The second step is to make sure to choose the right bot that the template bot will be used in if there is no bot to be used in, then the system will ask the user to create a new bot first in order to install a bot template.

Users can search for specific bots that they have already created on their workspace and choose one of the bot that the template bot will be used in. Users should make sure that the correct bot is selected before advancing to the third step.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYmCPb01PGiZMfYB6GVYo%2FUntitled.png?alt=media&amp;token=eba7aca3-10d6-4864-916c-1803e9d20cff" alt=""><figcaption></figcaption></figure>

**Step 3**

The final step describes more about the bot that is to be installed .

Finally, to install the bot simply click on the “install now” button to get a link to the bot. The new bot template will be installed .

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbChSZhV4o9IEnQLNBrZu%2FUntitled.png?alt=media&amp;token=bcbc4f21-d641-46c6-ba2e-869226b6a579" alt=""><figcaption></figcaption></figure>

### Creating a Bot Template <a href="#creating-a-bot-template" id="creating-a-bot-template"></a>

**Rapidbott** allows its users to create their own bot templates which can also be sold at their own price or kept free for other users.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEE3EldSfES8yT4rC1I2X%2FUntitled.png?alt=media&amp;token=0612c39a-7556-4859-a96b-f7b18cae9436" alt=""><figcaption></figcaption></figure>

To create a bot template just head to the My Contents option on the left-hand side of the page and from there a page like this will be displayed.

Before just jumping to create a bot template Users should also know about the options on this page which will help them achieve better results in creating bot templates.

#### My Bot templates. <a href="#my-bot-templates" id="my-bot-templates"></a>

This option allows users to look at all the bot templates that they have already created.

#### Bot Template Installs <a href="#bot-template-installs" id="bot-template-installs"></a>

This option allows users to look at all the bot templates that are already installed.

#### Bot Template sales <a href="#bot-template-sales" id="bot-template-sales"></a>

This feature allows users to look at how much sales are generated of the bot templates that are created for selling purposes.

### New Template <a href="#new-template" id="new-template"></a>

Users can create Bot Templates by clicking on the new template button to initialize the process of creating a new Bot template.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1yUFY8zeEIw9sDvqs9tx%2FUntitled.png?alt=media&amp;token=82675830-80b9-4623-83dd-40fd330eadcb" alt=""><figcaption><p>This is the first step in creating a bot template. In this step the user is asked to specify the source bot which is the bot to be made into a template. The users must make sure that the correct source bot is selected.</p></figcaption></figure>

This is the first step in creating a bot template. In this step the user is asked to specify the source bot which is the bot to be made into a template. The users must make sure that the correct source bot is selected.

#### Step 2 <a href="#step-2.1" id="step-2.1"></a>

The second step in the process of bot template creation is the selection of the type of bot that is to be made into a template.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcJcHi5RtDvWDr0Kol4DZ%2FUntitled.png?alt=media&amp;token=13c4f376-0a69-4d2a-880a-da7ee81d03ce" alt=""><figcaption></figcaption></figure>

#### Bot Template <a href="#bot-template" id="bot-template"></a>

This option takes the complete bot and makes it into a template that will either create a new bot for the users or replace the existing bot for the user with the installed template.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsALBRcWIrUyj0w30mPVr%2Frb%20template%20store%20new.png?alt=media&amp;token=19ab2b8f-18c8-4ffb-8939-b6370008312e" alt=""><figcaption></figcaption></figure>

#### Sub Flow Template <a href="#sub-flow-template" id="sub-flow-template"></a>

The sub flow template allows users to take the bot template and use it in the existing bots which can work as a part of the existing bot. The user can simply choose the flows that are to be present in the sub flow template to create a sub flow template.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmT4rijRTskiuF06JqsXx%2FUntitled.png?alt=media&amp;token=ea956cd4-c7d0-4117-90d1-f0356e9449b3" alt=""><figcaption></figcaption></figure>

#### Step 3 <a href="#step-3.1" id="step-3.1"></a>

After selecting one of the two options of Bot template and Sub flow template another page containing information about the bot will appear. This page is known as the content review page which shows the content that the bot already contains. The information is displayed on the right side within the box of content overview.

#### Step 4 <a href="#step-4" id="step-4"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcsxDhp82CVOGZdbjeWrR%2FUntitled.png?alt=media&amp;token=672a4440-cc38-4ce2-874f-bea374452e97" alt=""><figcaption></figcaption></figure>

This step allows users to give a name to their template and further explain details in description while also giving a specified version of template which is optional.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5PHlgOLJrYnUgsW7AbNx%2FUntitled.png?alt=media&amp;token=4cdacade-49b9-44a2-9ef8-a746912a6937" alt=""><figcaption></figcaption></figure>

The custom image can also be uploaded to give the template a more customized feel by the users.

The Auto update feature allows users to update the template while also updating the template for the users that are using the template.

Lastly, the option of a publishable template allows the users to give access to other users to update and publish this template as their own versions.

* The editable option allows the users to give access to edit the template flows to their own use but if the template edit option is not turned on then the template will not be editable for users.
* The viewable option allows the user to give access to other users to view template details and flows but if the option is not allowed then it will only show the description provided by the user.

This way in simple steps users can make their own templates.

### Editing Template <a href="#editing-template" id="editing-template"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5vlGDIMBZBLqHliVD3lE%2FUntitled.png?alt=media&amp;token=74bd255b-3cd1-457a-be69-c4c6d131dc9e" alt=""><figcaption></figcaption></figure>

Editing Template allows users to further customize the template behavior for other users .

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1dsGk8IW3s65ClEXwhlH%2FUntitled.png?alt=media&amp;token=292662e2-966c-4bfb-8019-440a682e1208" alt=""><figcaption></figcaption></figure>

After clicking the edit button a whole page with customizable information will be displayed , here the user can fully customize the details of the template.

* The type of links can be changed from one time link to a permanent link while also providing options for private and public links .
* Default settings is the option of permanent shared link allowing users to use the template link any time
* The Public link allows all users to access the template but only if the template is approved and is listed on **Rapidbott** template store.
* One time link allows users to create a one time link it can be used for private or public use but it secures the template from being opened multiple times from a single link.
* Private link allows users to create a link only to be used within the workspace , The link will not work if the same workspace is not logged in .
* Price of the templates can also be changed from the option of template price. (Default is free)
* Details about the templates can be updated while the guidelines allow the users to explain behaviors and details to install about the template.
* A category section can also be used to specify the type of template which helps the users to search specifically for the type of template.
* If a template demo is recorded, then a link can simply be added in the demo option to help the users to get to know more about the template.
* Lastly, multiple images can also be uploaded to give a more custom feel to the template.

To update the template, you will need to go back to the source flow in "All Bots", edit it and come back to click "Update Flow" here. The system will list the differences between the old version and the updated version.

#### Installing Publishable template <a href="#installing-publishable-template" id="installing-publishable-template"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8Rrok4J9ji6n5HVR3qJB%2FUntitled.png?alt=media&amp;token=ccba1f65-23bd-4f5e-a59f-f2abdb2c04ed" alt=""><figcaption></figcaption></figure>

When installing a publishable only template the system will inform the user about the template being publishable only and the user would not be able to view or edit the template flows.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyHcfoHZSqUXtYR2d34xN%2FUntitled.png?alt=media&amp;token=051f67cc-e270-4408-8edd-c00045120f05" alt=""><figcaption></figcaption></figure>

After installing the template the flows will not open because the flow was only publishable

#### Editable Template <a href="#editable-template" id="editable-template"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F3p5xux0TT2bjct1O2b6c%2FUntitled.png?alt=media&amp;token=bfbb353d-8fb7-4b21-8801-5d7bfff6be99" alt=""><figcaption></figcaption></figure>

The editable only template at the time of installing will notify the user about the behavior of the template .

The users can only see the folder and the number of flows installed in the bot but cannot take a look at what is inside the folders similar to the situation with publishable only templates.

#### Viewable only templates <a href="#viewable-only-templates" id="viewable-only-templates"></a>

At the time of installing a viewable only template the system will inform users about the conditions and the restrictions of a viewable only template

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMMS8u0HYo6QezgVh56iW%2FUntitled.png?alt=media&amp;token=68cbad4b-7b57-4f6c-a022-745f4f4f6bad" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fsduw0KgB01653LTawMLH%2FUntitled.png?alt=media&amp;token=aa6b4caf-98f9-4f58-865c-f1b9d06282ef" alt=""><figcaption></figcaption></figure>

A viewable-only template will open and users can take a look at the flows but cannot edit or publish it due to the restriction of the template being viewable only.


# WhatsApp Channel

Create WhatsApp chatbots easily with  WhatsApp Cloud API, 360dialog, Twilio, Com.bot (Deprecated) integrations.

##


# Connect with WhatsApp Cloud API

* [Prerequisites](#prerequisites)
* [Video Instructions](#video-instructions)
* [Step by Step Instructions](#step-by-step-instructions)
  * [Step 1: Sign in with Facebook](#step-1-sign-in-with-facebook)
  * [Step 2: Create or Select a Meta Business Manager account](#step-2-create-or-select-a-meta-business-manager-account)
  * [Step 3: Create WhatsApp Business Profile](#step-3-create-whatsapp-business-profile)
  * [Step 4: Verify WhatsApp Business Number](#step-4-verify-whatsapp-business-number)
  * [Step 5: Complete registration your number](#step-5-complete-registration-your-number)
  * [Step 6: Do a quick connection check](#step-6-do-a-quick-connection-check)
* [WhatsApp Cloud Settings](#whatsapp-cloud-settings)
  * [Business verification process of BM(Optional)](#business-verification-process-of-bm-optional)
  * [Check payment method](#check-payment-method)
  * [Health Check](#health-check)
  * [Phone numbers](#phone-numbers)
  * [Message Templates](#message-templates)
  * [Catalog](#catalog)
* #### [Update WhatsApp Display name](#update-whatsapp-display-name-1) <a href="#update-whatsapp-display-name" id="update-whatsapp-display-name"></a>
* #### [How to add extra phone numbers in Rapidbott](#how-to-add-extra-phone-numbers-in-uchat-1) <a href="#how-to-add-extra-phone-numbers-in-uchat" id="how-to-add-extra-phone-numbers-in-uchat"></a>
* [What are possible common errors in embedded sign up flow?](#what-are-possible-common-errors-in-embedded-sign-up-flow)
* [A. Business Manager Account Creation Errors](#a.-business-manager-account-creation-errors)
* [B. WhatsApp Business Account Creation Errors](#b.-whatsapp-business-account-creation-errors)
* [C. Phone Set up Errors](#c.-phone-set-up-errors)
* [D. Phone Verification Errors](#d.-phone-verification-errors)

Embedded signup is a convenient way to register your sender on the WhatsApp Business API directly from the Rapidbott website. After registration, you can start using the API with the help of Rapidbott to enhance your customer engagement experience.

{% hint style="warning" %}
It’s highly recommended that you start WhatsApp Cloud API with a verified meta business manager.

However it’s not mandatory to do so.

You can create a new meta business manager in the process if you don’t already have one.
{% endhint %}

### Prerequisites <a href="#prerequisites" id="prerequisites"></a>

Before you can start using WhatsApp Business API, you'll need the following:

* **A Facebook account.**
* **Administrator access to your Meta Business Manager account**. If you don't have a Meta Business Manager account, you can create one during the embedded signup process. also the meta business account must not be blocked ([here](https://business.facebook.com/accountquality) you can see if there are any restrictions on your META business account)
* **Credit Card** (Mastercard / Visa → **No** American Express!)
* **A phone number that can be registered as a sender**. This number **must not** be connected to any WhatsApp account (private or WhatsApp Business API). You'll need access to this number to receive an SMS or a voice call for verification. If you have an existing account, you can [find instructions on how to delete it here.](https://developers.facebook.com/docs/whatsapp/on-premises/get-started/migrate-existing-whatsapp-number-to-a-business-account)

### Video Instructions <a href="#video-instructions" id="video-instructions"></a>

In this video, you can find a step by step guide of how to set up WhatsApp Cloud:

{% embed url="<https://youtu.be/PqWox9svC5A>" %}

### Step by Step Instructions <a href="#step-by-step-instructions" id="step-by-step-instructions"></a>

#### Step 1: Sign in with Facebook <a href="#step-1-sign-in-with-facebook" id="step-1-sign-in-with-facebook"></a>

To start the process, log into the Rapidbott platform, and navigate to the “dashboard” and click “WhatsApp Cloud” from the left sidebar, and click “ Connect WhatsApp Cloud” Button:

&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8MMcwOq6CrNRZXgzEo3l%2FUntitled.jpg?alt=media&amp;token=3d8d81c2-c95d-4407-a56a-269bce4908f2" alt=""><figcaption></figcaption></figure>

In the popup window, login your facebook account or select the account that you already login in your browser.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbnlofT6oSPeATRnr2mnh%2FWhatsApp%20Tech%201.png?alt=media&amp;token=0dad8377-f4cb-4120-b450-bffa4b970b5a" alt=""><figcaption></figcaption></figure>

#### Step 2: Create or Select a Meta Business Manager account <a href="#step-2-create-or-select-a-meta-business-manager-account" id="step-2-create-or-select-a-meta-business-manager-account"></a>

You can either **select an existing Meta Business Manager account** on which you have administrator permissions or **create a new Meta Business Manager account**. To create a new account, you will need to prepare the following information:

* Legal business name
* Business phone number
* Business website
* Business email address
* Country
* Corporate address
* City
* State/province/region

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FV0g0XHf4iLG4oFngXEnI%2FUntitled.png?alt=media&amp;token=5df9bea8-da30-46d6-8967-05a71762ce3a" alt=""><figcaption></figcaption></figure>

Please note that the new created meta business manager will be “**unverified**”, you will be recommended to **verify your meta business manager** as soon as possible. You can follow the instruction [here](/help-center/platform/whatsapp-channel/how-to-get-your-business-verified).

#### Step 3: Create WhatsApp Business Profile <a href="#step-3-create-whatsapp-business-profile" id="step-3-create-whatsapp-business-profile"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fq8P8usLgw5lkqi8ojoj7%2FUntitled.png?alt=media&amp;token=0fb845d3-3401-4249-bf1b-0c874aaf1442" alt=""><figcaption></figcaption></figure>

**1.Enter the name of your WhatsApp Business Account (WABA)**

Your audience will not see this information on your WhatsApp profile.

**2.Enter the name of your WhatsApp Business Profile Display Name**

{% hint style="warning" %}
Display Names

Display names need to be reviewed by Meta, which is one of the important factors in increasing the number limit.

A display name must have consistent branding with external sources (for example, a company's website or marketing).

Display names should be related to your business and must not violate WhatsApp [Commerce](https://www.whatsapp.com/legal/commerce-policy/?fbclid=IwAR18CbdCVq89fPh0naMLuf6qvICP2x0FZPSPUk2oZ_lUNf-qKgbo2hUZmHY) and [Business policies](https://www.whatsapp.com/legal/business-policy/?fbclid=IwAR0r5k_N1rCYnfK8yyCWUP3D88tVCR814x9UX-w5EIcu8ai8b8is8ilrAQY). In addition, the display name must comply with WhatsApp [display name guidelines](https://www.facebook.com/business/help/757569725593362).
{% endhint %}

**3.Choose a business category from the list**

**4.Enter a description for your business**

You can edit the description at any time, including after sender verification.

#### Step 4: Verify WhatsApp Business Number <a href="#step-4-verify-whatsapp-business-number" id="step-4-verify-whatsapp-business-number"></a>

1. Enter the phone number that you want to use as your WhatsApp business number. **Please note this phone number can’t use any WhatsApp services.**
2. Choose one of the following verification methods:

* SMS
* Voice call

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fsk4fmSmB477WWkCrvkpY%2FUntitled.jpg?alt=media&amp;token=c34b0636-1d97-4af3-a7d9-0a61caac2a0d" alt=""><figcaption></figcaption></figure>

Once your number is verified,

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FV9huYPSaUATtwUHQyklu%2FUntitled.jpg?alt=media&amp;token=e838c84b-505f-40d1-9b87-4d02605c84ee" alt=""><figcaption></figcaption></figure>

you will be redirect to the screen below, and click “finish” button, you will be redirect back to Rapidbott platform.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjbxPsEMR3URdQgDLCKdX%2FUntitled.jpg?alt=media&amp;token=2e6d2831-daa8-435d-9ced-05e09875f540" alt=""><figcaption></figcaption></figure>

#### Step 5: Complete registration your number <a href="#step-5-complete-registration-your-number" id="step-5-complete-registration-your-number"></a>

Once you’re redirected to Rapidbott platform, you will see the screen below, and click “Sync Numbers” button:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHdCK0nTZYNOEozhGDLkK%2FUntitled.jpg?alt=media&amp;token=cf058ee4-90f3-4623-b031-25389d096d1c" alt=""><figcaption></figcaption></figure>

and you will see the numbers you just registrated inside of Rapidbott platform. By default, the status is “Paused”, you need to **switch the status to “Active**”.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9jgbUcn1EKbv3mfW9uQt%2FUntitled.jpg?alt=media&amp;token=b82471a0-fd8f-4a5c-995e-f46bef90709e" alt=""><figcaption></figcaption></figure>

By default, if you go to “WhatsApp manager”, and then go to “Phone numbers”, you will notice the status is “Pending” as per the screenshot below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FaUcAUpdMHed4B4cvDNLq%2FUntitled.jpg?alt=media&amp;token=e806f1fd-81a9-4cf8-b525-770e18efde86" alt=""><figcaption></figcaption></figure>

Now, if you go back to Rapidbott, and click the “settings” as per the screenshot below, and **click “Register number”, and register your number**:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFbaquZA86Q3TnkRrPiLt%2FUntitled.jpg?alt=media&amp;token=09e90372-3c69-426d-bd5b-a752cd7e4714" alt=""><figcaption></figcaption></figure>

And once your complete the registration, and then you will see your phone number **status is “Connected”** now.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDHspezx5cCVKZnPygIze%2FUntitled.jpg?alt=media&amp;token=81043f4d-a50e-4e24-afe4-d25b94af9618" alt=""><figcaption></figcaption></figure>

And now your bot is ready to test!

But before you start testing, it’s very important to **set up your billings & verified your meta business manager**(it’s not mandatory, but it’s highly recommended to do)

{% hint style="warning" %}
Before you send any template message to test or push your chatbot to live, connect your valid credit card to the billing section in WhatsApp Manager.

Also, It’s risky to get your number/meta business manager account restricted if you don’t have a verified meta business manager account.
{% endhint %}

#### Step 6: Do a quick connection check <a href="#step-6-do-a-quick-connection-check" id="step-6-do-a-quick-connection-check"></a>

Once the WhatsApp number is connected, you can click “Create flow” and create a simple flow in your main flow.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUq7MbjNQUjNuuztSKrnE%2FScreenshot%202024-03-25%20135132.png?alt=media&amp;token=41e7528f-75f3-4461-8ce7-9b25af20c4ad" alt=""><figcaption></figcaption></figure>

Click the “Publish” button to publish the flow, and then send any message from your personal whatsapp number to this WhatsApp Cloud API number.

You should get the text message back. If you see the message, then the connection is all good. Your bot is repsonsive & working well.

Now, you can go to “content”, “Message Templates”, and click “Sync” button, If you don’t see any error message, then the WhatsApp template message is working as well.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F63L4OaddGmEje40kcvaw%2FUntitled.jpg?alt=media&amp;token=a3de949d-74d2-49be-b5a0-fa4e05049b8b" alt=""><figcaption></figcaption></figure>

Please note, there isn’t any template message will actually sync back to Rapidbott when you just started. You can also click “ + New Template” and create a new WhatsApp template message right from Rapidbott.

Last, you can go to “WhatsApp manager” in your meta business manager, and connect a valid credit card to the billing, and then you can test to send a WhatsApp template message to a whatsApp user.

If your billing method is valid, the template message should delivered without any issue.

If you done all the test, then your WhatsApp Cloud API is corrected connected.

### WhatsApp Cloud Settings <a href="#whatsapp-cloud-settings" id="whatsapp-cloud-settings"></a>

Rapidbott offer a few settings that can help you manage your WhatsApp API easily, if you click the 3 dots in the WhatsApp Cloud, and you will find the settings below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb5ecBQZpIHffJ6eivCFl%2FUntitled.jpg?alt=media&amp;token=f20a7414-225b-4b4a-a9f4-2d3a490e4c6c" alt=""><figcaption></figcaption></figure>

* Health Check
* Business Verification Status
* Check payment method
* Phone numbers
* Message Templates
* Catalog
* Two Factor Authentication
* De-Register number

#### Business verification process of BM(Optional) <a href="#business-verification-process-of-bm-optional" id="business-verification-process-of-bm-optional"></a>

If you have not completed the Business Verification process, you will be limited to associating with only two phone numbers and can have a maximum of 250 conversations per day.

If this limit is exceeded, the account will be automatically canceled after 15 days.

However, during this period, you can still test the service. Once your business has been verified, you can associate WABA with up to 20 phone numbers and the conversation limit will increase to 1000 per day.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvSe1c7nbnCGHUg9qUVW1%2FUntitled.png?alt=media&amp;token=139fa74c-ccab-408c-8a33-1b537d17336e" alt=""><figcaption></figcaption></figure>

#### Check payment method <a href="#check-payment-method" id="check-payment-method"></a>

The first thing when you you do is to connect a valid credit card to your WABA numbers. If you haven’t connect to a valid card, and start sending WhatsApp template message, you will see the error below:

\[ { "error\_code": 141006, "error\_description": "There is an error with the payment method.", "possible\_solution": "There was an error with your payment method. Please add a new payment method to the account." } ]

Just just need to connect a valid credit card with your waba numbers.

#### Health Check <a href="#health-check" id="health-check"></a>

If you click the health check, you will see the screenshot below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEycbs7qVBsovtGSlhUVI%2FUntitled.jpg?alt=media&amp;token=4fbd90b6-e19a-426e-8367-ca179e963d1a" alt=""><figcaption></figcaption></figure>

his will give you an overview of your phone number status, WABA status, Meta Business account status.

#### Phone numbers <a href="#phone-numbers" id="phone-numbers"></a>

A WhatsApp Business Account (WABA) needs a valid phone number that is dedicated to using the WhatsApp Business Platform.

\
This guide introduces how to choose phone numbers, add them to your account, and related sending limitations.

Once you click this option, you will be redirect to “phone numbers” in your WhatsApp manager, and the status of your phone number will falls into below categories:

Status is classified as follows:

* **Connected**: Sender functions normally.
* **Flagged**: This status occurs when the sender quality rating reaches a low (red) state. During this state, you cannot upgrade the messaging limit tier. If the quality rating improves to either a medium or high state within 7 days from the day the sender status was moved to Flagged, the status changes to Connected. If the quality rating does not improve, the sender status returns to Connected, but the messaging limit decreases to the next lower tier. The lowest tier for verified businesses is Tier 1.
* **Restricted**: This status occurs when the sender reaches the messaging limit. During the Restricted phase, you cannot send any outbound (notification) messages until the 24-hour window is reset. You can only respond to messages that end users initiate.
* **Pending**: You can click “registrate numbers” to connect your phone numbers.

**Add a phone number to a WABA**

Currently, each Verified Meta Business Manager can have up to 20 phone numbers, regardless of the number of WABAs.

If you would like to add a new number, please add it through the embedded signup process.

**Change display name**

Each phone number has its display name, and this name should be related to your company name or brand name. The display name will be reviewed by Meta. You can go to [Meta](https://business.facebook.com/wa/manage/phone-numbers) to change the name.

**Delete phone number from a WABA**

For complete removal, please follow the steps below:

1. In the Business Manager, go to your Business Settings page.
2. Go to Settings > Business Settings > WhatsApp Accounts > WhatsApp Manager > Phone Numbers.
3. From the WhatsApp Manager, find the phone number that you wish to delete. Click on the trash icon under Delete in the upper right.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEH9xQkHjmFmNQbX7TnYA%2FUntitled.png?alt=media&amp;token=a17050ee-3d49-4fac-abad-c2ad8b2896f1" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}

* Only a business admin for the WhatsApp Business Account can delete a phone number.
* A number can not be deleted if the business has sent paid messages within the last 30 days using that number.
* Once a number has been deleted from the WhatsApp Business Platform, it can be used again in the WhatsApp app, or may be registered again in the WhatsApp Business Platform. Note that different rules apply to deleted phones that had been banned by the WhatsApp Business Platform.
  {% endhint %}

#### Message Templates <a href="#message-templates" id="message-templates"></a>

This link will redirect you to the WhatsApp template section in WhatsApp manager, and you can create & submit template directly in WhatsApp manager, and once the template is approved, you can go to Rapidbott to sync the template back to Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjMjYGesgHforlLCM17dk%2FUntitled.jpg?alt=media&amp;token=6072c3b3-ac4a-4ae3-b4ca-81825ed45ce1" alt=""><figcaption></figcaption></figure>

You can also click “New Template” button in Rapidbott, and then you can directly create and submit template right inside of Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7wMwE7NrFTGmjHHf8oAL%2FUntitled.jpg?alt=media&amp;token=8463f138-4915-43ad-9bcf-4fa6583502d8" alt=""><figcaption></figcaption></figure>

#### Catalog <a href="#catalog" id="catalog"></a>

Businesses can enable Catalogs to share products with customers using Multi and Single-Product messages or showcase their products and services to their customers in the WhatsApp App, allowing them to browse through and add items to their cart without leaving the conversation, providing a seamless and convenient shopping experience.

If you click the “Catalog” link, you will be redirect to WhatsApp Manager, and click “Catalog”, and click “Choose a Catalog”, from the drop down menu, select the catalog that you want to connect.

Click “View catalog” if you want to view or manage the catalog, Click “Connect Catalog”, and then this WABA numbers will connect to the catalog.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyRc0dmMDgm92i91vdgNc%2FUntitled.jpg?alt=media&amp;token=552fc98e-c18c-4a37-8ec0-e38a361be9c4" alt=""><figcaption></figcaption></figure>

If you want to sync the product catalog from Facebook to Rapidbott native ecommerce, you can go to “Integrations”, and then go to “E-commerce” category, and then click “Facebook Business”, and login your Facebook account.

After you login your Facebook account, you will be redirect back to Rapidbott, and then click “List Business Catalogs” button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDNBPoBLQYhdygA2SPdwR%2FUntitled.jpg?alt=media&amp;token=5f90b5a8-4dc4-4135-be98-de4c0e76e8a3" alt=""><figcaption></figcaption></figure>

Find the catalog that is linked to your WABA numbers, and click the “Facebook → Local” button, and then your catalog products will sync back to Rapidbott Ecommerce → Products.

If you open any products that is synced to Rapidbott Ecommerce → products, all the product title, description, images, prices are in sync with Facebook Catalog messages.

You will need retailID to send WhatsApp product catalog message, you can find the retailID synced to SKU in the product section.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmHyJ5aWRhIAWBvdVB7vi%2FUntitled.jpg?alt=media&amp;token=790e7258-bd6e-4fe3-9996-ac91232337b1" alt=""><figcaption></figcaption></figure>

Check more information how to build a native WhatsApp ecommerce shopping experience here.

### Update WhatsApp Display name <a href="#update-whatsapp-display-name" id="update-whatsapp-display-name"></a>

Your business can change the display names up to 4 times in a 30-day period. Once the 30-day period is up, a new 30-day period begins and your businesses can again change the display names up to 4 times in this new 30-day period.

If you want to update your WhatsApp display name, you need to go to meta business manager, and go to WhatsApp manager

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDap43yYYrYBw7MKNbMTS%2FUntitled.jpg?alt=media&amp;token=383f5278-9929-43fb-8484-898282f2d04d" alt=""><figcaption></figcaption></figure>

Click the blue link and Select the phone number you wish to update the display name. and then click the “Edit” icon as per screenshot below

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F26WAS4zvvItHWHgWKexr%2Fimage.png?alt=media&amp;token=887d6c78-d180-4c82-bfea-6c2dec0fec2a" alt=""><figcaption></figcaption></figure>

In the **Edit Display Name** section, enter a new display name. **Display names should have a relationship with your business and use branding consistent with external sources (e.g. your website).**

Your display name will need to be approved by WhatsApp before an updated certificate becomes available. After this is approved, **please re-register your number,** and then your display name will be active.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1zLE6GFIAhhd7QqFwvRw%2FScreenshot%202024-10-20%20151437.png?alt=media&amp;token=ec356f79-9a14-4199-88eb-16bba59afaa6" alt=""><figcaption></figcaption></figure>

### How to add extra phone numbers in Rapidbott <a href="#how-to-add-extra-phone-numbers-in-uchat" id="how-to-add-extra-phone-numbers-in-uchat"></a>

#### First Method

{% embed url="<https://youtu.be/ZeaGYLHn3Bg>" %}

#### Second Method

You will need first to add the new phone numbers in your WhatsApp manager account from meta business manager.

{% hint style="warning" %}
Meta have phone number limitations for WhatsApp manager. If you have reached the limits, you will need to contact meta to increase the limits.
{% endhint %}

Once the new phone number is added into your WhatsApp manager account, you can go to Rapidbott, and click “Sync numbers”

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQoJI5FYPFIVenlS68Bvm%2FUntitled.jpg?alt=media&amp;token=17da89da-a258-4420-84f8-f636a8348989" alt=""><figcaption></figcaption></figure>

Then you will see the new number added into Rapidbott.

In the settings, you will first need to “Verify the phone number” and then “Register the number”

You can click “Verify the phone number” first.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQVuBSdmLPuWYrk3qimoB%2FUntitled.jpg?alt=media&amp;token=b89b8901-1bff-4b60-8bdd-636d726d3d56" alt=""><figcaption></figcaption></figure>

This option is only available for the new embed sign up. The old private app connection method don’t have such option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fgf9qyB1u7VC6O0YqMQ01%2FUntitled.jpg?alt=media&amp;token=715369f7-c2d6-405d-9d2c-830d77256a53" alt=""><figcaption></figcaption></figure>

Then you can choose SMS or Voice to verify the phone number.

After the phone number is verified, then you can proceed the [steps to register the number here.](#step-4-verify-whatsapp-business-number)

### What are possible common errors in embedded sign up flow? <a href="#what-are-possible-common-errors-in-embedded-sign-up-flow" id="what-are-possible-common-errors-in-embedded-sign-up-flow"></a>

### A. Business Manager Account Creation Errors <a href="#a.-business-manager-account-creation-errors" id="a.-business-manager-account-creation-errors"></a>

**An error occurred while processing this request. Please try again later.**

This is most unclear error that need further assistance. Business account creation could have failed due to various reasons.

*==> If you got such error, please use an active Facebook account or contact Support for resolution.*

&#x20;

**You have reached the limit for the number of Businesses you can create at this time.**

There is a limit to the number of Business Accounts that you can create.

*==> Please use an existing Business Account or delete/close unused Business Accounts*

&#x20;

**Your Facebook account is too new to create a business account. Try again in an hour.**

New Facebook accounts have to wait for some time to create a Business Manager account.

*=> Please use an existing active Facebook account or wait for a few hours before using your new account. The new Facebook account can be actively used during the wait period.*

&#x20;

**We limit how often you can post, comment or do other things in a given amount of time in order to help protect the community from spam. You can try again later.**

Your Facebook account was flagged because of suspicious behavior.

*==> You need to use an existing, active Facebook account with no prior issues.*

&#x20;

**You're no longer allowed to use Facebook Products to advertise. You can't run ads, manage advertising assets or create new ad or business accounts.**

You are unable to create new Business Manager accounts due to previous suspicious behavior.

*==> Please use an existing, active Facebook account with no prior issues.*

&#x20;

**Your payment account is disabled**

Your payment account was disabled due to previous suspicious behavior.

*==> Please contact Facebook to assist at* [*here*](https://www.facebook.com/help/contact/391647094929792)

&#x20;

**A User Can Only Create One Business User At One Time**

You can only create a single Business Account within a given time period.

*==> Please use an existing Business Account to onboard.*

&#x20;

**The name you chose for your business isn’t valid. Consider using xxx.**

*==> Please add a valid name that matches the name of your business.*

&#x20;

### B. WhatsApp Business Account Creation Errors <a href="#b.-whatsapp-business-account-creation-errors" id="b.-whatsapp-business-account-creation-errors"></a>

&#x20;

**User does not have permission to create WhatsApp Business Accounts.**

You do not have the Admin level permission needed to create WhatsApp Accounts under the Business Account you selected.

*==> Get Admin access to the Business Account to proceed or select an account you have Admin permissions for.*

&#x20;

**You can only create a limited number WhatsApp Business Accounts before your business and WhatsApp account verification is complete. You can create additional accounts after you are verified.**

You tried to create multiple WhatsApp Business Accounts under an unverified business.

*==> You can create additional WhatsApp Business Accounts only when Business Verification and WhatsApp account checks are complete. Start Business Verification for the account by visiting Business Manager.*

&#x20;

**We can't verify the Facebook Business Account that you selected. Go back to the previous screen to select a different account, or go to Facebook Business Manager for support.**

The Facebook Business Account selected doesn't comply by our policies to use WhatsApp Business API and couldn't be verified.

*==> Visit your Business Manager account to get more information about this Facebook Business Account. If your Business Verification submission is rejected, you should have received an email notification with the detailed reasons. You could try resubmitting your Business Verification if you think this was an error or create a WhatsApp Business Account using a Facebook Business Account that has already been verified.*

&#x20;

**Something has gone wrong. You will need to contact support and try again.**

This could be an intermittent issue on WhatsApp.

*==> You can retry the flow in a few minutes.*

&#x20;

### C. Phone Set up Errors <a href="#c.-phone-set-up-errors" id="c.-phone-set-up-errors"></a>

&#x20;

**This phone number already exists in your list of phone numbers.**

You are trying to add a phone number that already exists in your WhatsApp Business Account.

*==> Go back into the flow or restart the flow to select the existing phone number.*

&#x20;

**This number is registered to an existing WhatsApp account. To use this number, disconnect it from the existing account. Then, return to this page and re-enter the number. Note: It may take up to 3 minutes for the number to become available.**

The phone number was already registered on our platform (i.e., WhatsApp Messenger, WhatsApp Business App or Whatsapp Business API).

\==> Go to “WhatsApp Cloud” settings, and De-register the number if you want to use it. or register a new number.

&#x20;

**Your verified name violates WhatsApp guidelines. Please edit your verified name and try again.**

The name used for the phone number's business profile does not meet our guidelines.

*==> Please reference the Display Name guidelines and try again.*

&#x20;

**Something has gone wrong. You will need to contact support and try again.**

There was a problem in creating the phone number's Business Profile.

*==> Re-enter the correct Business Profile name according to the guidelines and other details.*

&#x20;

### D. Phone Verification Errors <a href="#d.-phone-verification-errors" id="d.-phone-verification-errors"></a>

&#x20;

**Phone number ownership is already verified.**

*==> This phone number has already been verified. You can try refresh the page to see the change applied.*

&#x20;

**Your phone number doesn't appear to be valid. Please double check it, or try again after 5 minutes.**

An incorrect phone number was entered or we do not support numbers of this format.

*==> Make sure the number is operational and verified by a telecom provider. We do not currently support Interactive Voice Response (IVR) numbers.*

&#x20;

**You have guessed too many times.**

To block spam, the system only allows a limited number of verification attempts.

*==> You have to wait for about 12 hours before retrying. After this waiting period, come back to the flow and select existing accounts and phone numbers to verify again.*

&#x20;

**There was an error verifying this phone number. Please try again later.**

There was a problem with the verification code.

*==> Please retry again later.*

&#x20;

**You have requested your code too many times.**

To block spam, the system only allows a limited number of verification tries.

*==> We limit the number or times you can request a code within a certain time frame. Come back to the flow after the specified time and select existing accounts and phone numbers to request a code again.*


# Using a phone number already in use with WhatsApp App

{% hint style="success" %}
Access to the WhatsApp Business API with Coexistence is only available to businesses actively using the WhatsApp Business App. Eligibility is determined by Meta based on account tenure and messaging quality history.
{% endhint %}

🚀 **Use Your Existing WhatsApp Number with Cloud API – No Need to Delete Your App!** 📱💬

### **About** Coexistence **Onboarding** <a href="#about-coexistence-onboarding" id="about-coexistence-onboarding"></a>

You can create a WABA with a phone number that is already registered in the WhatsApp Business App (Android or iPhone) without deleting the existing account.

Once onboarded, you can send messages at scale using the WhatsApp Business API while maintaining one-on-one messaging in the WhatsApp Business App. Messages send and received via API will be available in the App and vice-versa.

See more details below:

### **Key Benefits**

* Maintain access to the WhatsApp Business App while using the WhatsApp Business API.
* Message at scale via the API while retaining one-to-one messaging in the app.
* Simplifies migration for businesses already using WhatsApp Business App.

{% hint style="warning" %}
**Important:** Do not uninstall the WhatsApp Business App after onboarding. This will disconnect the number from the platform.
{% endhint %}

### L**imitations & Restrictions**

* Coexistence is not compatible with APIs that are not officially supported. So, if that’s your use case, please know that those will be deactivated and 360Dialog cannot offer support for unofficial products.
* WhatsApp Business account phone numbers with country codes from the following locations **are not Supported:**

| Countries                      |
| ------------------------------ |
| <ul><li>Nigeria</li></ul>      |
| <ul><li>South Africa</li></ul> |

### Linked devices

Businesses can link up to four "companion" devices to their WhatsApp Business App (described as "[linked devices](https://faq.whatsapp.com/378279804439436/?fbclid=IwZXh0bgNhZW0CMTEAAR2wCtUhMIoG1VO6mhMVxnM5qZxdKKDjFtvk4YpCNwhSJkGt11imnDaOig0_aem_JIFUbZ1WN9y9vercActG7Q)" in Meta Help Center).

However, after onboarding to Cloud API, all companion apps will be unlinked, you can re-link only supported devices after onboarding.

* [WhatsApp for Windows](https://faq.whatsapp.com/1317564962315842/?cms_platform=windows-desktop\&fbclid=IwZXh0bgNhZW0CMTEAAR1gLC6waIwQKEQoEGKbjg1Oq5txm6UhdPaW9MJk7tl5zfmxi91acb2AbGw_aem_vEQZZFO6LlCvkD5nb6NX8g) and [WhatsApp for WearOS](https://l.facebook.com/l.php?u=https%3A%2F%2Ffaq.whatsapp.com%2F564431798835071%2F%3Ffbclid%3DIwZXh0bgNhZW0CMTEAAR3TYfj7mUed27k4ZOjGcgQO-Mapj7z_BYOqlWO6aUWVB1xeMm0xCHR_uqk_aem_xcqnRjqlXr4M_20TUJtC7g\&h=AT2NG1pwbUs22EOCRkHrvG6K_aFSINqj05GrvmYFcsCaqWHlqtC4XoaJFWb84a-ep6ZYIoh94EydtJalaOb1plLo-HV9IWVFNm9vXmQVzaildL8W5uS-s_qTki2HAW6S8EhH56zySyT7X9xSPhufKGA-qFY) are not supported.
* Messages from unsupported companion devices will not trigger webhooks, so the business won't be able to mirror the message through the API. You can still use the App to respond to this message.

{% hint style="info" %}
Messages viewed on an unsupported companion device will display a **placeholder text** directing users to check their primary device.
{% endhint %}

### Feature comparison

The following table describes features available to business customers who have been onboarded to Cloud API, as well as any changes to WhatsApp Business app functionality post-onboarding.

| **Feature**                                      | **Existing Feature on WhatsApp Business App** | **Changes After Coexistence Onboarding**                                                            | **Availability in the API**                                        |
| ------------------------------------------------ | --------------------------------------------- | --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ |
| **Individual (1:1) Chats**                       | Supported                                     | <p>Message Edit/Revoke is no longer supported.<br>6 months of chat history can be synchronized.</p> | Supported. Messages are mirrored between Cloud API and the App.    |
| **Contacts**                                     | No change                                     | No change                                                                                           | Supported. WhatsApp contacts can be synchronized.                  |
| **Group Chats**                                  | No change                                     | Not supported                                                                                       | Group chats will not be synchronized.                              |
| **Phone Number Hiding Chats**                    | No change                                     | Not supported                                                                                       | Not supported.                                                     |
| **Disappearing Messages**                        | Supported                                     | Will be turned off for all individual (1:1) chats                                                   | Not supported.                                                     |
| **View Once Message**                            | Supported                                     | Disabled for all individual (1:1) chats                                                             | Not supported.                                                     |
| **Live Location Message**                        | Supported                                     | Disabled for all individual (1:1) chats                                                             | Not supported. See API docs for sending location messages.         |
| **Broadcast Lists**                              | Supported                                     | Will be disabled. Existing lists become read-only.                                                  | Not supported.                                                     |
| **Voice and Video Calls**                        | Supported                                     | No change                                                                                           | Not supported.                                                     |
| **Business Tools (Catalog, Orders, Status)**     | Supported                                     | No change                                                                                           | Not supported. See API docs for catalog usage.                     |
| **Messaging Tools (Templates, Greetings, etc.)** | Supported                                     | No change                                                                                           | Not supported. Configure via Rapidbott Dashboard/WhatsApp manager. |
| **Business Profile (Name, Address, etc.)**       | Supported                                     | No change                                                                                           | Not supported. Configure via Rapidbott Dashboard/WhatsApp manager. |
| **Channels**                                     | Supported                                     | No change                                                                                           | Not supported.                                                     |

### FAQs

<details>

<summary><strong>Eligibility for WhatsApp Business API Access</strong></summary>

While the WhatsApp Business API is now accessible for App numbers, it is intended for businesses that are **already actively using the WhatsApp Business App and looking to scale their messaging capabilities**. Businesses with newly created Business App accounts are not immediately eligible for API access.

Eligibility is determined based on factors such as account tenure and messaging quality to ensure a reliable and effective messaging experience. **Meta recommends businesses to use Coexistence only if they are already using the WhatsApp Business App consistently and can benefit from advanced API tools to scale operations.**

</details>

<details>

<summary>Can a business use their WhatsApp API number to register on the WhatsApp Business App?</summary>

No, this process only works for numbers registered in the App. If the number is connected to the WhatsApp API, this CoExistence Onboarding won't work.

</details>

<details>

<summary>Is this solution applicable to larger enterprises?</summary>

The primary use case is to assist SMBs that have not previously onboarded to the WhatsApp Business API. The solution is not specifically designed for larger enterprises.

</details>

<details>

<summary>Will businesses with Meta Verified blue badges on WhatsApp Business App maintain their verification when connecting to the WhatsApp Business API?</summary>

Currently, the blue badge verification does not transfer between the WhatsApp Business App and Cloud API. You will need to go through the OBA process.

</details>

<details>

<summary>Are marketing messages sent from the Rapidbott platform via Cloud API supported on the WhatsApp Business App?</summary>

Yes, both the WhatsApp Business App and Cloud API support the same types of messages, including Marketing, Utility, Service, and Authentication messages.

</details>

### **Getting Started: Account Creation**

To onboard an existing number to the WhatsApp Business API, see our documentation below:

{% content-ref url="/pages/DlhmIWNPrtJliHpdX5GS" %}
[Step-by-Step Coexistence Onboarding](/help-center/platform/whatsapp-channel/connect-with-whatsapp-cloud-api/step-by-step-coexistence-onboarding)
{% endcontent-ref %}


# Step-by-Step Coexistence Onboarding

{% hint style="success" %}
Access to the WhatsApp Business API with Coexistence is only available to businesses actively using the WhatsApp Business App. Eligibility is determined by Meta based on account tenure and messaging quality history.
{% endhint %}

{% embed url="<https://youtu.be/B5ppDq52tAA>" fullWidth="true" %}

#### How to Register your Business App account for WhatsApp Cloud API <a href="#how-to-register-your-business-app-account-for-whatsapp-api" id="how-to-register-your-business-app-account-for-whatsapp-api"></a>

**Step 1**: Choose the option to connect your existing WhatsApp Business App

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtsNdCIWZnjpIcQll5p84%2FCleanShot%202025-05-01%20at%2021.53.36.png?alt=media&amp;token=96c88889-69cd-475e-aad9-b51eac65c489" alt=""><figcaption><p>Connect existing WhatsApp Business App</p></figcaption></figure>

**Step 2**: Once the Business App number has been shared, a QR code with instructions to share contact and chat history.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQIYg3P2H0kKQ1sipsVZ4%2F92265.png?alt=media&amp;token=aca275df-8479-4db6-bfe5-ecf6fc5330f7" alt=""><figcaption><p>QR Code to share contact and chats</p></figcaption></figure>

**Step 3**: A message is sent on the WhatsApp Business App with a confirmation code and a click to scan the QR code option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1mHkruV3oNfGQeSwuegp%2F20662.png?alt=media&amp;token=5e3d60c6-8972-430a-b5d5-be5cc2b953a9" alt=""><figcaption><p>Confirmation Code on existing Business App account</p></figcaption></figure>

**Step 4**: Tapping the Scan QR code provides an option to share their WhatsApp Business app messaging history with you:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfkyU3SnAOcACEAyYugsW%2F7708.png?alt=media&amp;token=b42f4a6c-9b0e-439b-993c-4117367f7d61" alt=""><figcaption><p>Scan QR code on existing Business App</p></figcaption></figure>

**Step 5**: Tapping the Scan QR code opens a page asking you to give the business permission to share its chat history with you.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsaUZi9bPY3gFxjcyMFjI%2F52923.png?alt=media&amp;token=ca39aeda-7f00-4668-8eec-d47083bc25f3" alt=""><figcaption><p>Share Chat History</p></figcaption></figure>

**Step 6**:  Once the Business App is connected with the Cloud API, the standard WhatsApp API flow takes over to complete the registration

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FL8v02OOdKInv2BJdm2Oz%2FCleanShot%202025-05-01%20at%2021.51.29.png?alt=media&amp;token=ad4d9e4b-0970-4997-8ca3-a182510479f5" alt=""><figcaption><p>Rapidbott WhatsApp Cloud API embedded Signup</p></figcaption></figure>

#### Conclusion: <a href="#conclusion" id="conclusion"></a>

The addition of coexistence can be a real game-changer for businesses that can leverage advanced features of the cloud API, such as Shared Chat Inboxes, Broadcast messaging, Chatbots, Automated Lead Assignment, AI settings, etc. This would be ideal for businesses looking for more automated and high-scale operations. They can also connect their CRM with the WhatsApp Business API (Cloud API) to connect their WhatsApp Sales funnel with other channels.

Business App users who prefer to use the business app can continue to operate without much change in its core feature capability. This gives them the flexibility to operate in an omnichannel fashion as per preference.

Rapidbott WhatsApp, an Official WhatsApp Tech Provider can help you with many of the capabilities for WhatsApp Business App users desire in their Cloud API solution. Shared Chat Inbox, Automated Chat Assignment, Messaging Flow Sequences, Chatbot, AI Conversations, expansive CRM, and more.


# WhatsApp Cloud API Old

##

{% hint style="danger" %}
This WhatsApp Cloud API Integration Method is only supported for the Older workspace created with us Before 2024 March. New Workspace created with us please refer [our new updated WhatsApp Cloud API Documentation](/help-center/platform/whatsapp-channel/connect-with-whatsapp-cloud-api).
{% endhint %}

## Build your first WhatsApp chatbot with WhatsApp Cloud API

{% embed url="<https://www.youtube.com/watch?v=k6OE_Bw-4rs>" %}

## Create Your App 👇

{% embed url="<https://developers.facebook.com/apps/>" %}

The first steps to creating your WhatsApp Cloud Application is to head to the link above. Then select create app.&#x20;

Select Business App 'as shown below'

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FriXqQkh9NSeyfOBML4GT%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_VA5lQJKVO8zzyQ1HVcsp_Capture.webp?alt=media&amp;token=1ce2fd38-817e-4f4a-a758-298655c4d651" alt=""><figcaption></figcaption></figure>

The next step is to configure your information in the text bars provided 'see below' Once complete, select the Green create app button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FU7JxwKnN2TILKwAJkvVc%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_XQEAauCLip1BsvsetFDv_Capture%20(5).webp?alt=media&amp;token=e79c6bcb-effb-4430-9b8f-3b47b68b0864" alt=""><figcaption></figcaption></figure>

Great, you're almost there. Next scroll to the bottom of the page and select the WhatsApp box

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHfOUFDrN9UTKtvYPpuFl%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_JKgSJbLAkelauPekuiVx_Capture.webp?alt=media&amp;token=79fad75b-42a2-44fa-8523-0bacd04edb70" alt=""><figcaption></figcaption></figure>

Now you will see this screen, select continue.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FKYFQHofJ59LlamQ0o4c2%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_x3yP5qjR74ZG9LyfTeWD_tempsnip.webp?alt=media&amp;token=625101c9-c490-4aa5-8b04-b4f1c7c23669" alt=""><figcaption></figcaption></figure>

Next, navigate to your Rapidbott dashboard and select the WhatsApp Cloud tab and press the blue button to connect

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtynSXhhxbKUnjKOrDIUT%2FWhatsApp%20cloud%20API.png?alt=media&amp;token=764b6187-c14b-4efc-bfee-140aceb8171c" alt=""><figcaption></figcaption></figure>

Verify your Facebook account and continue

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fw8ufEbm0cTtg62KME0Hy%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_WryMT9I3ckzbcu5n0AdN_varifiy.webp?alt=media&amp;token=3a89cc17-5ce7-4aaf-b538-753bdeea3136" alt=""><figcaption></figcaption></figure>

Now you will see your WhatsApp Test Account. Select and click next.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSH0oPxPRDubMF28LZBQZ%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_g96MlDnKAJbKBxWuBSMq_Capture.webp?alt=media&amp;token=7ab9d0ff-54b6-4cfa-a780-1cb70a4b77e7" alt=""><figcaption></figcaption></figure>

Leave all selected items to YES and click done.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlhKfcpUoP9qBweePKkCl%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_Q9JKAGO9jdCZBj8C7RzM_Capture%20(6).webp?alt=media&amp;token=d2608b21-07a5-4168-9281-9daf19f1a106" alt=""><figcaption></figcaption></figure>

Now your WhatsApp and Rapidbott have been successfully connected and click OK

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fyk9r7mBa6mwXiIFWBA2u%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_6dxQTXUvTQF6aWTa38sC_Capture.webp?alt=media&amp;token=fab35e2f-7f2c-43e3-a42c-95ff77b8ccb0" alt=""><figcaption></figcaption></figure></div>

Your Rapidbott dashboard will now display the image below 😊 click the button **'List businesses with WhatsApp phone numbers'** 👇

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIRD7lYLe3NyFCtnarlnZ%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_Ro966kyp17Ndc1pHsFWB_Capture.webp?alt=media&amp;token=232f2f70-3586-4212-937a-0e10875945e1" alt=""><figcaption></figcaption></figure>

Select the assets you want to use and click select.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeQWmJYpDPhqRdowoVHfn%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_e1ZoOffecLYgXL6zdP0K_tempsnip.webp?alt=media&amp;token=a8c001da-703f-423e-9582-ea83708df606" alt=""><figcaption></figcaption></figure>

## Webhook

Now you will see the display below. Firstly, copy the webhook URL as highlighted below.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FElE3bZz8r9iaegDPw4rX%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_cUoZRQFraNZyubg4M8SR_tempsnip.webp?alt=media&amp;token=f75e94aa-9878-4bf9-835c-8f6f2205adaf" alt=""><figcaption></figcaption></figure>

Head back to your WhatsApp application

1. Select the Configuration tab
2. Click the Edit button
3. Paste in the webhook URL you just copied
4. Paste in the Verify Token Key

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkVIa9Yu2SPbHpmxwfgyS%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_0Cnhkp28oPc8DJRYrytJ_Capture.webp?alt=media&amp;token=391d451e-dc4c-4d49-93d0-435a0b1d8c66" alt=""><figcaption></figcaption></figure>

Select Verify and save. Now you will see a new button labelled Manage, select the button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FoIbx7aiWcawa9iLwpzeg%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_V0xt5bMHHXwLO2eAXhX1_tempsnip.webp?alt=media&amp;token=2f5cade7-33d0-453a-a6df-7954f9118921" alt=""><figcaption></figcaption></figure>

Webhook configuration. Once you select the Manage button a new page will display. You need to select the **messages tab and subscribe**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fcbbyjroxt62Phgp1Gvge%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_tcbKiwuhUqrQQyUseicx_tempsnip.webp?alt=media&amp;token=f71ab81d-9c4f-4e53-82df-067c430388c6" alt=""><figcaption></figcaption></figure>

Great that's you all connected 🚀 Head back over to your Rapidbott dashboard and select 'Create Rapidbott' to test out your new WhatsApp bot automation.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfAsZBWiOYM3A29hnwxcb%2Fimage.png?alt=media&amp;token=5bde441e-b3fc-4e80-a082-db6b788b0cdd" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHkf8ajtQDLo6OsGNckOw%2Fimage.png?alt=media&amp;token=a3be3a29-3b79-4cfc-80a7-66e503d806fa" alt=""><figcaption></figcaption></figure>


# Connect with Com.bot (Deprecated)

* [Making an Account On Com Bot](#making-an-account-on-com-bot)
* [Connecting WABA With Com Bot](#connecting-waba-with-com-bot)
* [Integrating Com Bot With Rapidbott](#integrating-com-bot-with-uchat)
  * [For Cloud API](#for-cloud-api-1)
  * [For On-Premise API](#for-on-premise-api)
* [For Migrations From Different Provider](#for-migrations-from-different-provider)

Rapidbott now allows its users to connect WhatsApp numbers via Com bot. Com bot is a WABA service provider that provides on On-Premises as well as cloud API access to its users.

### Making an Account On Com Bot <a href="#making-an-account-on-com-bot" id="making-an-account-on-com-bot"></a>

Visit <https://www.com.bot/waba> and create an account on Com bot. Sign up for the free trial by clicking on the “Start Now” button

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFx3Y4HeCyl7zB6zVh5bH%2FUntitled.png?alt=media&amp;token=f268e6a0-697f-4902-b4f0-d04ac599670d" alt=""><figcaption></figcaption></figure>

Enter the required information in the given fields

&#x20;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBrRNDszpuNoypv0sJRvG%2FUntitled.png?alt=media&amp;token=244f5f86-fae5-48d7-ab99-da0164efb1b6" alt=""><figcaption></figcaption></figure>

After signing up, you will receive an email with login details (which you can change later) in your email. You can use that to sign into your Com bot account at <https://app.com.bot>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUFDq4lDv1tFNnecvfNhz%2FUntitled.png?alt=media&amp;token=89fde9fe-5750-44e8-9906-8326c1b9040e" alt=""><figcaption></figcaption></figure>

{% embed url="<https://www.youtube.com/watch?v=Quzs-fxrg6Y>" %}

### Connecting WABA With Com Bot <a href="#connecting-waba-with-com-bot" id="connecting-waba-with-com-bot"></a>

{% embed url="<https://youtu.be/AV3FuC7uc2E>" %}

Once you are logged in, click on “Go To WABA”

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZegFvGzYwe14jH7RcQ0J%2FUntitled.png?alt=media&amp;token=c75c76b7-f7dc-42eb-afae-bf88a3b8b2b8" alt=""><figcaption></figcaption></figure>

You’ll need three things to connect your Business Manager with Com bot.

1. Email validation (verify your email with Com Bot)
2. A phone number which is not currently being used with whatsapp
3. Old Facebook Account (Used for Business Manager creation/connection)

&#x20;

Inside the dashboard click on “Create New WABA”

From here follow the process and connect your WABA.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5bdtbYYniXqspVRsBxXi%2FUntitled.png?alt=media&amp;token=2d4303bb-3b71-4177-9d62-6dbd56b9a34d" alt=""><figcaption></figcaption></figure>

Select the business manager you want to link with Com Bot (If you do not have any, it will give you the option to create one)

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FM9jn29uqpxxBMllGxD2v%2FUntitled.png?alt=media&amp;token=41e21afe-cb39-43f1-ad76-28081a3b07ff" alt=""><figcaption></figcaption></figure>

Add a new WhatsApp number or link to an already available one

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPFRlO4LYpnA36rlGlHZ9%2FUntitled.png?alt=media&amp;token=cdc85cd4-cf70-4347-a42c-1965aebd6e98" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You dont need a verified business manager for the number to be live on with, however with unverified business managers, the outgoing messages limit is 250
{% endhint %}

Once connected, you will have the option to attach your number to one of Com bot’s WABA services.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FB2JCsgiTSjZGbYAfR1VI%2FUntitled.png?alt=media&amp;token=f26cbde0-a36d-48ef-9d61-7cfb9cd1b690" alt=""><figcaption></figcaption></figure>

### Integrating Com Bot With Rapidbott <a href="#integrating-com-bot-with-uchat" id="integrating-com-bot-with-uchat"></a>

Once your WABA is connected in Com Bot. Click on the copy icon just beside the API Key

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBjbUEN7Y04vw5dpyO0Uo%2FUntitled.png?alt=media&amp;token=1f2ce2af-e0db-4bd5-8f51-f9ae77cd53fb" alt=""><figcaption></figcaption></figure>

### For Cloud API

Click on Cloud,

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FRYeejzHTX2ZluXF1GCjS%2FUntitled.png?alt=media&amp;token=92494b9a-5f26-4840-b636-af5695f43df0" alt=""><figcaption></figcaption></figure>

Copy the following details:

API URL

Bearer Token

WA Channel ID

Copy your number as well:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Ftj2LmiQOSBJ7CCdKBYw4%2FUntitled.png?alt=media&amp;token=17501216-b8ca-4b48-b70d-45022f7886e3" alt=""><figcaption></figcaption></figure>

On your Rapidbott dashboard, click on Bots, and click on “Whatsapp”, Then Click on WABA.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUpDm0HQ2tgGZP5j2HDzV%2FUntitled.png?alt=media&amp;token=9632cdb2-1568-41ab-9499-6969bb7e83a7" alt=""><figcaption></figcaption></figure>

Paste the data copied previously here,

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fqqzebju9LqIF70Fm3he6%2FUntitled.png?alt=media&amp;token=76f9e171-dc48-4f4d-bc24-a0e055159ac1" alt=""><figcaption></figcaption></figure>

Once done, click “Add” and your phone will be connected to Rapidbott.

### For On-Premise API

Click on On-Premise, copy the URL as well as the bearer code, and paste it into Rapidbott as described above. Under WA Channel ID, copy the bearer token and then click on “Add” to add your number using On-Premise API

### For Migrations From Different Provider <a href="#for-migrations-from-different-provider" id="for-migrations-from-different-provider"></a>

{% embed url="<https://youtu.be/CUGtxBjpvkw>" %}


# Connect with Twilio

#### WhatsApp, SMS & Voice Bot 👇 <a href="#whatsapp-sms-voice-bot" id="whatsapp-sms-voice-bot"></a>

{% embed url="<https://docs.rapidbott.com/help-center/platform/connect-to-channels#whatsapp-sms-voice-bot>" %}


# Connect with 360Dialog

Create WhatsApp chatbots easily with our 360dialog integrations

## WhatsApp + 360Dialog

In this help document, we will show you step by step how to get your WhatsApp Rapidbott set up.

### Checklist <a href="#checklist" id="checklist"></a>

In order to build your first WhatsApp chatbot on Rapidbott, you will need the below 3 things to get started

* [x] **Facebook Business Manager**: You will need to have a business manager account, if you don’t have it, you can still test the bot with the sandbox we offer. But the features will be limited.
* [x] **A new phone number** that hasn’t been used with WhatsApp: you can buy a new phone number or cancel your phone number for other BSP providers.
* [x] Connect the number to Rapidbott

That’s all you need to have to set up your first WhatsApp chatbot.

### Sign up with 360Dialog <a href="#sign-up-with-360dialog" id="sign-up-with-360dialog"></a>

Learn how to seamlessly integrate your 360Dialog WhatsApp Business API number with Rapidbott in this comprehensive tutorial. 👇

{% embed url="<https://youtu.be/dw-FlGVi5y8?si=rV9QOV4ZL8QRx7KP>" %}

## Connect 360Dialog with Rapidbott <a href="#connect-360dialog-with-uchat" id="connect-360dialog-with-uchat"></a>

After you log in to your 360Dialog dashboard, you can click the “Generate API key” button, and then you will get your API key and address in the pop-up window like the screenshot below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWIA5nECSVvQT1Ndq6hgO%2Fwhatsapp_api_05.35e82e35.png?alt=media&amp;token=db1e9a12-5c42-4b3c-bc94-5c84bbf7e645" alt=""><figcaption></figcaption></figure>

In order to connect your 360Dialog account, you need to copy your phone number & API key, and then go to your dashboard, and go into the WhatsApp channel, click add new bots.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEqyvjLMMs0MdHLkNjCJ6%2Fimage.png?alt=media&amp;token=f9b8f58f-1130-4c69-acf2-fe52d7c3bd28" alt=""><figcaption></figcaption></figure>

You need select 360Dialog as the provider, and then paste your API keys and phone number. It should connect.

Then you can start building your first WhatsApp chatbot.


# Connect with 360 Dialog Sandbox

#### WhatsApp + 360Dialog Sandbox 👇 <a href="#whatsapp-360dialog-sandbox" id="whatsapp-360dialog-sandbox"></a>

{% embed url="<https://youtu.be/QRNs7r34Fxw?si=wSGRQplRQ9HzAYCd>" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FI3c31iRq23s4Z8RFSE5V%2Fimage.png?alt=media&amp;token=218d4ced-ec99-468d-b6cd-d1380308fbe5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FnHcuH7Jleq7iK8uiK1HZ%2Fimage.png?alt=media&amp;token=82e9c2d7-6166-4498-9dd0-9693b217bd9b" alt=""><figcaption></figcaption></figure>

Go "Bots" -> "WhatsApp" then "360Dialog" on Rapidbott and in your WhatsApp App, add "+4930609859535" as a new contact and sent "START" to it.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fn0CH6wMkQUianzkQtIH6%2Fimage.png?alt=media&amp;token=d65aa1be-1c82-4ae0-96e9-681447be5d46" alt=""><figcaption></figcaption></figure>

Copy the "api-key" back to **Rapidbott**, click "Add WhatsApp Number":

<br>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwaAqDt6mYKnAVE8n8ouK%2Fimage.png?alt=media&amp;token=c728b9b6-27ad-4761-a388-328f8a194310" alt=""><figcaption></figcaption></figure>

Again put the number "+4930609859535" here and paste the API key. After adding this number you can click the "Create Bot" to start building a flow.

**To use 360Dialog sandbox, please note that:**

1. only the phone number which requests the API key can test the bot
2. you can send "START" to get a new code, but make sure you update the key with your bot.
3. 360Dialog doesn't allow sandbox users to access their media recourses. For example, if you use a question step to ask for a photo and store the URL in a text variable. You are unable to visit this URL to get the photo because you are using a sandbox.

After testing the sandbox, to set up your **WhatsApp 360Dialog** account with **Rapidbott**, check doc here 👇

{% embed url="<https://docs.rapidbott.com/help-center/platform/whatsapp-channel>" %}


# How to get your business verified?

&#x20;Business verification allows you to get increased sending limits. Without verification, you can send messages to up to 50 unique numbers per day. After verification, the limit increases to sending messages to 1000 unique numbers per day.

In order to have access to higher account tiers in the WhatsApp Business API account, you must complete Business Verification within the Business Manager. This means you will have to provide Facebook with some documents to prove the existence and legitimacy of your business.

Even though the Business Verification is required by Meta for a company to have access to higher account tiers of the WhatsApp Business API, this process is completely unrelated to WhatsApp.

For support about issues with the[ Business Manager](https://business.facebook.com/home/accounts), please reach out to direct Meta support through the "?" (help) icon on the bottom left corner of the page.


# WABA Policy Enforcement

## How it Works?

The WhatsApp Business account will get warned about the violated policy. If it is repeated and high-risk, such as adult content, sale of alcohol and tobacco, drugs, gambling, and Unsafe supplements, it may get message restrictions that gradually increase in duration, like:

* 1 or 3-day block on sending business-initiated messages, and adding additional phone numbers to the account
* 5 or 7-day block on sending business-initiated messages and responding to customer-initiated messages, and adding additional phone numbers to the account
* Eventually be **permanently disabled** from the WhatsApp Business Platform, if the business does not make changes after multiple warnings and feature limits

When there is evidence of a severe policy violation, such as child exploitation, terrorism, or the sale of illegal drugs, WhatsApp immediately disables the Business account from the Business Platform.

All violations can be appealed within 90 days of being received.

In order to maintain high quality conversations on the WhatsApp Business Platform, Meta begin enforcing on WhatsApp Business Accounts that repeatedly violate the [WhatsApp Business Messaging Policy](https://www.whatsapp.com/legal/business-policy/?fbclid=IwZXh0bgNhZW0CMTEAAR22VrUvVs-wEq6A4spo6kuqxR59qKQJs_YAg5lZ6oZuCFYXBTKzHbr28O8_aem_AUXgTv_h_aVAM-Bp0_VEkd8uapnhZsRWuqlIsq60sIrWpl07G4ifH76dAXUTXAD2heSl1vxohh_mdyTf1wZdbmKj), the [WhatsApp Commerce Policy](https://www.whatsapp.com/legal/commerce-policy/?fbclid=IwZXh0bgNhZW0CMTEAAR1RRJf_Lp-ncc6VkEaU2KcyhnXXIpxXVtz89H6ZsPncazJIV6bUGsGHEQU_aem_AUWKW3YagsderPM45SJ6NPABuPvS5eCOd2h_fVtva-XO6wziZAwqwTXeAfOWPzypNhSYACmbd8F8VF3UspoKqk9J), or the [WhatsApp Business Terms of Service](https://www.whatsapp.com/legal/business-terms?fbclid=IwZXh0bgNhZW0CMTEAAR3KHTwhHH2Gx5Qj8ejNencMdHPQMmmS9HmoIP7JwgtjtaqqxWblgT9zAOw_aem_AUVRtQ9HcPpiDXBwdeLvMLDdYQqiIhub9Mqwkl7yDM5fN7dOxxVOyGdyQIF3lrlp5GgNQxe8B3dwqQPHe8lPxI1S).

The goal of this guide is to educate businesses on how this enforcement system works and the product experience.

### Understanding Violations <a href="#understanding-violations" id="understanding-violations"></a>

When a business account violates the policy, details can be found in the Account Quality section of Business Manager. To see violations:

1. Log in to [Business Manager](https://business.facebook.com/). (If you've transitioned to Meta Business Suite, follow the steps listed [here](https://www.facebook.com/business/help/319176852685541) to switch to Business Manager.)
2. Click **More** > **Account Quality** > **Facebook Business Accounts**.
3. In the [WhatsApp Accounts](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement/#) section, click the WhatsApp Business Account that shows “Account Issues” in its **Status** column:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FRRJ2okSndZNekl3TSuye%2Fimage.avif?alt=media&amp;token=45b74014-4652-450e-a81e-77de5169032d" alt=""><figcaption></figcaption></figure>

4\. For any individual issue, click **See Details** to view the policy that was violated and how to avoid this type of violation in the future:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXyl0mgX1f9daanbGr7J6%2Fimage.avif?alt=media&amp;token=e1c15596-1460-404d-8d9e-3597357e218c" alt=""><figcaption></figcaption></figure>

Violation updates include:

* Summary of policy violated and link to the policy itself.
* Examples of which content is allowed or disallowed based on that policy.
* Whether there are any active restrictions on the account and what happens if the violation happens again.
* How to avoid future policy violations and links to helpful resources.
* How to appeal.

Notifications about violations are also:

* Surfaced in the **Business Manager Notifications Center** and as a banner in **WhatsApp Manager**.
* Sent as an email to all admins set in Business Manager.
* Sent as a [webhook notification](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement/#webhooks) to those subscribed.

### Enforcement Actions <a href="#enforcement-actions" id="enforcement-actions"></a>

An account can become restricted or disabled depending on the number and severity of issues. Specific restrictions can be viewed in Account Quality along with information on the next steps and requesting a review for a particular policy issue.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlKkncCTxKEbZJrdo5Nec%2Fimage.avif?alt=media&amp;token=410f7123-bdaa-4f9a-8cb0-b442dcb0c666" alt=""><figcaption></figcaption></figure>

Restricted or disabled accounts can still appeal issues. If issues are reversed following the appeal, the account returns to its previous status.

### Appeals <a href="#appeals" id="appeals"></a>

The business can appeal the violation by requesting a review. The WhatsApp team reviews the case against the appealed violation and decides if the violation needs to be reconsidered. This review may result in WhatsApp reversing the violation.

This is how you request a decision review:

1. From the **Account Quality** page, click on the relevant WhatsApp Business Account.
2. Choose from the list of violations and click **Request Review**.
3. A new dialog opens in Business Manager. Enter supporting details and click **Submit**.
4. After submission, the request and the issue are moved to the **In Review** tab.
5. The appeal review decision will be sent via the Business Manager and typically takes 24 to 48 hours. The appealed violation will either remain **Unchanged**, or be set as **Reversed**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9ZwOkDS62i7JNf49apsq%2Fimage.avif?alt=media&amp;token=3d5eb976-986a-47a2-887c-4b1c2000d922" alt=""><figcaption></figcaption></figure>

### Rejected Template Message Appeals <a href="#appeal-template" id="appeal-template"></a>

The business can also appeal Rejected Template messages from the Account Quality section.

This is how you request a decision review:

1. From the **Account Quality** page, click on **Rejected Message Templates**.
2. Choose from the list of rejected templates and click **Request Review**.
3. Enter **Appeal Reason** and click **Submit**.
4. After submission, the request and the issue are moved to the **In Review** tab.
5. The appeal review decision will be sent via the Business Manager and typically takes 24 to 48 hours. The appealed violation will either remain **Unchanged**, or be set as **Reversed**.

<figure><img src="https://docs.360dialog.com/~gitbook/image?url=https%3A%2F%2F3527970750-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M4sMxKjL6eJRvZn6jeG-887967055%252Fuploads%252FbPkSkX6sgozDS7DYpOKI%252Frejected_message_templates.PNG%3Falt%3Dmedia%26token%3Da33e08e6-5511-4d10-bf36-52e74165c72a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=14f9c55d524b06773b3da57a06f2172906151c5e0063934dcb4d2eed3e887a92" alt=""><figcaption></figcaption></figure>

### Preventing Future Violations <a href="#preventing-future-violations" id="preventing-future-violations"></a>

* Read the [Commerce](https://l.facebook.com/l.php?u=https%3A%2F%2Fwww.whatsapp.com%2Flegal%2Fcommerce-policy%2F%3Ffbclid%3DIwAR0Xd0lrNyARrq4h5EXpIDveOzeKx2rLlUq3hsdL9rE2JhKZ84gj9_Rv-ew\&h=AT3cjocL7Vr-mTu_UofLgp-iGTrxGkUwFjGgVzMQPgyYBfI1yBs6zlw6mu5PzX07Ft7ngJbVdqxTtzJIeNlRSJL7NJucYN4ya_7Q4q9vt4r34WNZv7PO-MysuvhCHPD7_azo5w) and [Business](https://l.facebook.com/l.php?u=https%3A%2F%2Fwww.whatsapp.com%2Flegal%2Fbusiness-policy%2F%3Ffbclid%3DIwAR2f84idjP7BxZNB5pyI-xnjW0lSKx5Ls0ne9t09N9ct01deWjqwfpJLiZM\&h=AT1AdedcsHJCW_dtjzS01LDqvtgrCXJmv_BRRbkRdbEar2Jz6yksQOo89bGGz0ZtgAYYV9OxkHFfaJCydsEug6AvXyrMlbjLDsrEWWLGDiEyzQmfoxY7a6Ln411-jxpVaXbqxQ) Policies and review [this article](https://l.facebook.com/l.php?u=https%3A%2F%2Ffaq.whatsapp.com%2Fgeneral%2Fwhatsapp-business-api%2Fhow-to-comply-with-the-whatsapp-business-and-commerce-policies%3Ffbclid%3DIwAR2pgBe3Bbyk9aabeyIgHR93JNARBovCy0DlExmr6LklU_vDB2uoSDe7nuk\&h=AT3YK97Fh-3i_4urCZ-GtjKdIskEAv2DrR3ndegKoksSB2-BbVzU8ZwEtv30I4VpMC4f-0uu4fMoLkHj6Y-OArXMqlaBA29PiBjEYo5MjPzgJhl4e9mEN2UilqP5WjeHfZvlbg) that answers Frequently Asked Questions about these policies.
* Integrate with webhooks and receive real-time notifications. [See how here](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement/).
* Adjust behavior on the platform quickly.

**Compliance Checklist**

1. **Catalog:** Ensure that your attached catalog contains all necessary information without any prohibited items.
2. **Website:** Verify that your website is operational and secured with SSL.
3. **Templates**: Check if any templates used violate policies, as this could lead to your store account blocked.
4. **WhatsApp Page**: Ensure your WhatsApp page has complete business information.
5. **Business Manager:** Confirm that your Business Manager has a clear description of your business.
6. **Website Information:** Verify that the provided website includes the full address and phone number, matching the details on the Business Manager.


# Flow builder overview

This section will give you an overall idea about how to use the Rapidbott flow builder. You can open a flow and try side by side.

IMPORTANT

{% hint style="info" %}
💁 Please make sure you go through every detail on this page before you start building bots.
{% endhint %}

### Flow, Sub Flow and Step <a href="#flow-sub-flow-and-step" id="flow-sub-flow-and-step"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMKXmdZAGXnJqowXHHbSo%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_PiUSfo9A6RyCixrbKLvy_flow.webp?alt=media&amp;token=db7da8f1-96df-4d19-af2d-0f0b3630c691" alt=""><figcaption></figcaption></figure>

### Flow Type <a href="#flow-type" id="flow-type"></a>

To begin with, you need to create a **flow**. Currently, Rapidbott provides you with 11 types of flow:

<img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYbj6wZidnHT2fXT1T6xA%2Fimage.png?alt=media&amp;token=231572fc-2014-402f-878e-b719fc7fd297" alt="" data-size="original">

### Sub Flow Type <a href="#sub-flow-type" id="sub-flow-type"></a>

Flow consists of **sub flows**. There are 3 types of sub flow:

| Sub Flow                                                                                                                                                                                                            | Usage                                 |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------- |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F39hn9W6VKfQwwquvlz73%2Fimage.png?alt=media\&token=a00f6321-20ac-4d9c-87c0-57d4bbb60ca5) | general sub flow, varies in flow type |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb17LzwJxZKOtog6FNdTk%2Fimage.png?alt=media\&token=e123185e-c447-4ba8-ab92-ff210d9bf74f) | call / trigger background tasks       |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcyuRwOgvOuNQ4qlwlHE6%2Fimage.png?alt=media\&token=74afc819-4990-40b4-800f-cc5d2cc15768) | process repetitive tasks              |

### Step Type <a href="#step-type" id="step-type"></a>

Sub Flow consists of **steps**. There are 8 types of steps:

| Step                                                                                                                                                                                                                | Usage                                                           |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0gcJLSkyEZZTSycJQK4p%2Fimage.png?alt=media\&token=c284ce8a-92c5-499d-9ca3-4bcc6c85b2a7) | display information                                             |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTxGxGgHKiD9QlGpu3M3F%2Fimage.png?alt=media\&token=9da41e7c-8c4a-48a1-b026-db0cbb8e0f12) | ask question and wait for user input                            |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F3WzW5TGngzUzEkNfA3fK%2Fimage.png?alt=media\&token=6c0ab0af-7dc3-418a-9f84-0d05ca6d43f0) | process data and tasks via integrations, APIs, notifications... |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQsOGshH3p4ZFcJLfEDdU%2Fimage.png?alt=media\&token=1387caf4-8b49-4c7d-a7e1-5e55021e1ae9) | go different steps depend on conditions                         |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeImJf1upOUmJjy8T1ms3%2Fimage.png?alt=media\&token=6b6ca319-5184-421f-adbc-aa05daa1f841) | go different steps depend on probability                        |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2fahbM4rwAWNjzucx4vl%2Fimage.png?alt=media\&token=71a9a461-c437-4a21-99c2-cc5e827672b1) | send full email instead of short email notification             |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FRyPtN4PH3iMoYvbWfc81%2Fimage.png?alt=media\&token=e331c702-175a-4b58-bd75-ca2b22961865) | jump to a step or sub flow rather than using a line connector   |
| ![](https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWZANFSrr4YnMvWafw8D8%2Fimage.png?alt=media\&token=aa74f1b6-cab0-40f3-85ac-48eb5bd53ff7) | define output for the function flow                             |

{% hint style="info" %}
The differences among different types of flow are **Flow Setup**, **Send Message Step** and **Question Step**. Each channel has its own limitation of message types. For example, you can display a product gallery in Facebook Messenger while the SMS channel doesn't support that.
{% endhint %}

### Publish Version & Draft Version <a href="#publish-version-draft-version" id="publish-version-draft-version"></a>

Each flow has a Publish Version and a Draft Version.

* Publish Version

  > Your bot talks to clients using the publish version.
* Draft Version

  > Any editing of steps will be saved automatically to the draft version. you can edit your flow without influencing the bot and test the draft version before you "Publish".

#### From **Publish Version** to **Draft Version**, 1 way: <a href="#from-publish-version-to-draft-version-1-way" id="from-publish-version-to-draft-version-1-way"></a>

* click "Edit Flow" on the upper left/right corner of the flow to enter the draft version

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FnsIrHosWHqA1jLVOWHTm%2FScreenshot%202024-01-29%20181747.png?alt=media&amp;token=f2a8c5c2-77e8-4b16-afca-ce5187757040" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
You must enter Draft Version before you edit a flow.
{% endhint %}

#### From **Draft Version** to **Publish Version**, 3 ways: <a href="#from-draft-version-to-publish-version-3-ways" id="from-draft-version-to-publish-version-3-ways"></a>

* click "Publish" to save your draft to a new Publish Version
* discard changes and revert to the newest Publish Version
* keep draft and switch to Publish Version (by doing this, you can have a look at your publish version and when you click edit and come back, your draft is still here)

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeXE7Ixc1vCSiHrlJxlbk%2Ftempsnip.png?alt=media&amp;token=7f69e621-303f-4dc3-845a-2d91f6c4adec" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Don't worry if you accidentally quit during your editing, the system will keep all your modifications in Draft Version. So when you come back, simply enter Draft Version again and you can see your modifications remain intact.
{% endhint %}

{% hint style="success" %}
**TIP**

You might want to create a flow first, then open the flow side by side when you read the following instruction.
{% endhint %}

After entering a flow, this is what you will see:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FD32dKisnEiXjrR5G1vYB%2Fspaces_RaLazqQDW4JMiGe2iyKg_uploads_GP3Wjd02ZgzM1nrbJhmk_tempsnip%20(7).webp?alt=media&amp;token=9792e7d3-2aeb-42c8-9165-2e1a0774b41e" alt=""><figcaption></figcaption></figure>

### Preview Feature

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmCSk0fNtpn7hXWP36V2F%2FCapture.png?alt=media&amp;token=8b856330-b719-409b-a464-d59ed68d5b3d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please note that "Preview" feature is not supported in all channels. Channels support "Preview": Web, Facebook, Instagram, Telegram, WhatsApp, Line and Viber.
{% endhint %}

On the left-hand side, there is a sidebar. From top to bottom there are:

| Section      | Usage                                                                                                                                 |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------- |
| Flow Builder | build subflows here                                                                                                                   |
| Flows        | manage all your subflows                                                                                                              |
| Analytics    | bot data analysis                                                                                                                     |
| Live Chat    | inbox for all the conversations, make a human reply here                                                                              |
| Bot Users    | manage bot user profile. import, export, search or delete bot users                                                                   |
| Automation   | manage keywords, sequences, triggers and comments                                                                                     |
| Contents     | manage custom fields, tags, OTN, personas, user menus and customer feedback                                                           |
| Tools        | manage error logs, draft version tester, bot admins, widgets, multiple language and shortcuts, Facebook Ads, inbound webhooks         |
| Broadcasts   | send/manage broadcasts                                                                                                                |
| Settings     | (some are owner only) manage bot users limit, Facebook greeting text, chat widget customization, ice breakers and authorized websites |

{% hint style="info" %}
Features in Automation, Contents, Tools and Settings can be different from channel to channel. In Settings, usually owner can see all the settings like bot user limit while admin and member only see part of them.
{% endhint %}

### Flow Builder <a href="#flow-builder" id="flow-builder"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyfOa42cH4eQBMZ68YLDb%2Ftip1.a27dedcc.gif?alt=media&amp;token=45aa12ca-d980-431d-b432-cef04c5cbc36" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1XBA54KDLgi3ONm9PoQG%2Ftip2.a057f4cb.gif?alt=media&amp;token=92e8805a-e119-491a-ad16-f908ce1e22d6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBDf5EP4z3Uw7kR8QTyQW%2Ftip3.69bd3943.gif?alt=media&amp;token=d4aa38ac-f346-4a6c-9abe-d55797895b76" alt=""><figcaption></figcaption></figure>

### Change Themes <a href="#change-themes" id="change-themes"></a>

Before you start, you can pick your favourite theme by clicking "Change Theme":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGVlnP1wg4qO23ZTIymbp%2Fdownload%20(38).png?alt=media&amp;token=a900bf3c-4731-4eb9-8d5c-c59ef4863dea" alt=""><figcaption></figcaption></figure>

choose one of them and "Apply Change".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F68LeFM4Whrc6geOUUf9S%2FCapture.png?alt=media&amp;token=1075703a-a01d-4c91-bdf8-73603ce9f12a" alt=""><figcaption></figcaption></figure>

### Available Themes

PS:JelllyBean is the most popular 🤗

{% tabs %}
{% tab title="IceCream" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsdCeYEBk3sjZOXPONgrp%2FCapture.png?alt=media&amp;token=f0efd2d8-c3d0-4be4-a0e7-172ccf87068f" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Honeycomb" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0vTIbkquHWiCLLAtkvqt%2FCapture.png?alt=media&amp;token=b7bddf60-57d3-4b92-802f-57068d0dd4c6" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="GingerBread" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEnk4KwYIKhapvmBp75Ou%2FCapture.png?alt=media&amp;token=35c7c54b-9ed0-4d1e-8a85-1ac0e38a9386" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Froyo" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTas34NogcHMhXdvA8Gwm%2FCapture.png?alt=media&amp;token=61767de5-6627-4fa1-8ac2-8b64220982b7" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Eclair" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fae7kzi6Cxwr3rZgcrt20%2FCapture.png?alt=media&amp;token=adc904da-50f1-4a37-9887-a6642500932e" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Donut" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FqafwyDrRnHSnNMDP9QNb%2FCapture.png?alt=media&amp;token=1789b5b4-3ca1-43ea-9e51-41139ac32df1" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="CupCake" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgeQDNgZ7Vq6YucFV1j1k%2FCapture.png?alt=media&amp;token=653823e0-887f-4873-8269-7bd78c0f78e8" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Banana" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmKFmrQNlp34pAY2lzt0L%2FCapture.png?alt=media&amp;token=9060a084-fc8c-489f-8e68-bd643ba93e00" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Apple" %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSvduW1SluV2MF49H01sk%2FCapture.png?alt=media&amp;token=224bbf82-486a-471f-a93c-07499e652d2e" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Hide Mini-map or Tooltips <a href="#hide-mini-map-or-tooltips" id="hide-mini-map-or-tooltips"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2OIwqKbPJXJneXXeep1g%2Fchange_theme3.369d6b4b.png?alt=media&amp;token=e6f4160e-0693-490a-817d-7a09177aeee9" alt=""><figcaption></figcaption></figure></div>

With tooltip, you can see description for every feature you see in the flow builder like this:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXTyRexOMf9zeMN3gWuzA%2Fchange_theme4.7c9fcd6b.png?alt=media&amp;token=104dfe4d-8560-469e-b7af-574855e6e0cf" alt=""><figcaption></figcaption></figure>

The tooltip includes a title, description, image, video link and documentation link. It is friendly to new users. For users who are already familiar with the system, you can choose to disable the tooltip by clicking the "Hide Flow Tooltips" option.

### Basic Operations to Build Flows <a href="#basic-operations-to-build-flows" id="basic-operations-to-build-flows"></a>

#### Edit Step: <a href="#edit-step" id="edit-step"></a>

Click on a step to edit it, "Edit Panel" will show next to the sidebar.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FhODnrCrq4LkCT2fx1Qti%2Fworkspace1.f2c327b9.png?alt=media&amp;token=eb238ac2-065b-44d8-a348-b759021cbfb1" alt=""><figcaption></figcaption></figure>

Click step name to edit it. You can choose the next step at the bottom of the edit panel or drag connectors from the circle to the tile of another step.

### Connect Steps: <a href="#connect-steps" id="connect-steps"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fm6hZDh5IiSPbYYY1Oc7g%2Fworkspace2.7ae21c04.png?alt=media&amp;token=403458cb-d3cd-4bef-9e67-f765c8fd3930" alt=""><figcaption></figcaption></figure>

Create a new step or choose an existing one to be the next step. For dragging connectors, see below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZewZu5INXCDZDAx8l4Wk%2Fconnect_step1.83458edd.gif?alt=media&amp;token=173debfa-da2e-4316-91d2-64efa04a8e40" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFsLD7zg8N5FJS7sGKosy%2Fconnect_step2.f19da962.gif?alt=media&amp;token=deeef2f9-3032-4da9-940b-2af7a4981044" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When you choose an existing next step, a line will be connected from the current step to the next. Too many lines can be messy, get a Goto step to help you organize! In a Goto step, you can nominate the next step without creating a line connector.
{% endhint %}

### Select Multiple Steps (Move to Canvas/Sub Flow) <a href="#select-multiple-steps-move-to-canvas-sub-flow" id="select-multiple-steps-move-to-canvas-sub-flow"></a>

We've just learned how to move the builder by clicking and dragging. For selecting multiple steps, it's a bit similar. Hold the **Shift** key then click and drag to cover the steps you would like to select:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fq2GCg9knHFVGtphdGueI%2Fselect_steps1.aa273864.gif?alt=media&amp;token=a9d9b7c0-2e88-4c65-89c0-4264d55376fe" alt=""><figcaption></figcaption></figure>

Alternatively, ctrl + click them one by one:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVUtjzxGx85XhGaiGOMw3%2Fselect_steps2.0b0ad2ad.gif?alt=media&amp;token=b6729798-8c66-4020-90c7-8ec4c32fe2c2" alt=""><figcaption></figcaption></figure>

The selected step has a green border. After selecting multiple steps, click "Create New Canvas" to organize these steps in a canvas box, or move them to an existing sub flow. To **delete** multiple steps, hit the "delete" button on your keyboard after choosing several steps:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHefj0wbMOO1ZDdWy5HCL%2Fdelete_steps.9455f5d0.gif?alt=media&amp;token=0587aad3-fe3b-48b7-bb84-217ffea46b13" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Delete on Mac**

On Mac OS computer, hold **fn** and hit **Delete** to remove steps. Or use the "**Delete Selected** button in the editing panel.
{% endhint %}

{% hint style="success" %}
The green start point is the entrance of a sub flow. It can't be moved to other sub flows or deleted even you include it in a group of steps.
{% endhint %}

### Copy and Paste Steps <a href="#copy-and-paste-steps" id="copy-and-paste-steps"></a>

After you select a step or multiple steps, use **Ctrl + C** to copy and **Ctrl + V** to paste it to:

* the same subflow
* different subflows in the same bot/flow
* different bots/flows but the same channels (associate custom fields will be created automatically)
* different channels (unsupported features will be removed)

{% hint style="info" %}
Please note that you can only paste ONCE. Copy again for another paste. This is to prevent bulk pasting which can quickly blow up the flow.
{% endhint %}

That's all about it for Flow Builder Overview!! 🎉 Try building your first flow now. 😎


# Basic Actions

Below is a list of basic actions, and you can click on each one to learn more.


# Add & Remove Tag

Tags would help you to identify and segregate your chat information for an informed decision.

Let’s Assume you have a flow of asking users whether they are interested in a trip to Europe or Asia. Then we will tag the users accordingly.

We will cover the following action in the Tags options.

* How to Create a Tag.
* Use Tags in flow.
* Watch Tags on Live Chat

### How to Create a Tag

Click on Contents and here select the Tags option, In order to create or delete any tag we will use this window. Now choose the new Tag button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHeKhhVkS5lFcnC0U9QPF%2FAdd%20a%20Tag%201.png?alt=media&amp;token=518b6dcc-e91b-45c9-b28a-3d6140fd3ed5" alt=""><figcaption></figcaption></figure>

Now create an asia\_lead tag for those users who select Asia for the tour option. The same goes for the Europe lead as well.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fe8LH5jZBZTxUcBTXSB8S%2Fimage.png?alt=media&amp;token=73684421-4ced-425d-82e4-5264d9e12ab0" alt=""><figcaption></figcaption></figure>

These Tags can be deleted from the rightmost option of the Grid.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpqG4t0Pn2fSOvaNWyUia%2Fimage.png?alt=media&amp;token=5655f1fe-7802-4bfb-a4f1-2a7d54bc1e90" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FX0kr02EKNBaSzEjICS5B%2Fimage.png?alt=media&amp;token=a8897d0d-1b2f-49d2-8faa-47773d111841" alt=""><figcaption></figcaption></figure>

### Use Tags in flow

Go to the Flow choose Basic Action and select Add Tag option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FdfW4u7sI5nJMSsM28tuA%2Fimage.png?alt=media&amp;token=a2ae9400-8b00-4b7c-974d-737d8fe137e7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIakKCSeRmWRzddAZ9IJE%2Fimage.png?alt=media&amp;token=3aca11cc-8554-457b-968c-5b8e2c9a45c0" alt=""><figcaption></figcaption></figure>

Here select the appropriate tag for all the users who select Europe as a holiday destination and the same goes for Asia destinations.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2h9mBGkS9E6cvvIbwX3w%2Fimage.png?alt=media&amp;token=dc2276fc-1de5-4d32-8d7e-51596ed55f1c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FuKm8hpjymTnXrl8xcakj%2Fimage.png?alt=media&amp;token=eac3ed0a-9d2e-48a4-9c42-dcfda9084dec" alt=""><figcaption></figcaption></figure>

### Watch Tags on Live Chat

Now Run this flow and check its impact on the Live Chat section. Here Chat agent can see the user Tags, as well as manually add or delete the tags according to the situation.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fhxt4lG8ytIExvWW404TS%2Fimage.png?alt=media&amp;token=6031c761-4ab7-4be1-8f4e-09325968562b" alt=""><figcaption></figcaption></figure>

### Remove Tag

Remove Tags can be utilized via the Basic Action option. Let’s assume a scenario where the user is not interested in contacting a chat representative.

What we did we add a primary action and by selecting a Button we will trigger this action which will remove the tags that we previously selected in our chat.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FNT9xnW0eborTUKZnUKG7%2Fimage.png?alt=media&amp;token=65f58624-ea15-4e1f-b7bb-ca71379ec148" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fc2gwONGeEbMWNmwy6sr8%2Fimage.png?alt=media&amp;token=90e484de-28b7-4b9a-8738-1140fd0cff21" alt=""><figcaption></figcaption></figure>

### Add Multiple Tags <a href="#add-multiple-tags" id="add-multiple-tags"></a>

This option allows the chat builder to add multiple tags in one go, So Whenever a user adds a destination of Europe/Asia we will add more than one tag. Just go to the basic option and select the “Add Multiple Tags” option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTxtwyGwqQO9ROKhHW84q%2Fimage.png?alt=media&amp;token=2d3361ed-79a4-4ac2-92a8-2b5bbc2c9832" alt=""><figcaption></figcaption></figure>

Here you can select the already created Tags from the Contents section.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fta463vHjUGORRhcb6pNH%2Fimage.png?alt=media&amp;token=940d3da7-b503-45d3-8884-fad1f1a76c51" alt=""><figcaption></figcaption></figure>

### Remove Multiple Tags <a href="#remove-multiple-tags" id="remove-multiple-tags"></a>

This option allows the chat builder to remove multiple tags in one go, So Whenever the user adds a destination of Europe/Asia, but at the end of the chat if he presses the button not interested in the chat. We will remove the tags from the Remove Multiple Tags option.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F3U7zMMjtivTsDnirQgIl%2Fimage.png?alt=media&amp;token=8d40cc1c-c7f9-4d47-9da3-4918d0134ecb" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fh2AljJhateQOtjljxYDK%2Fimage.png?alt=media&amp;token=6a020e74-6462-4f71-955b-57d8153ad721" alt=""><figcaption></figcaption></figure>


# Subscribe and Unsubscribe to Bot

Users can subscribe to or unsubscribe from the bot via the Flow Builder or Live Chat. You can also set triggers for both actions.

### **From Flow Builder:** <a href="#from-flow-builder" id="from-flow-builder"></a>

In Flow Builder, you'll find the subscribe and unsubscribe options under Action Step → Basic Actions.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSCqbReN4kxZK7uioTNNX%2FUntitled.png?alt=media&amp;token=02d7bebd-7de7-4003-88ae-4c543e915c10" alt=""><figcaption></figcaption></figure>

* **Subscribe**: When a user subscribes to a bot, they will start receiving automated responses from the bot.
* **Unsubscribe**: When a user is unsubscribed, they will no longer receive automated responses from the bot. Messages from the user will still be visible in Live Chat, but agents won't be able to send replies to that user.

### **From Live Chat:** <a href="#from-live-chat" id="from-live-chat"></a>

Users can also subscribe or unsubscribe directly from Live Chat.

&#x20;

If the user is already subscribed, only the **Unsubscribe** option will be available.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FG17e2vHKAWHz30adcmcN%2FUntitled.png?alt=media&amp;token=cf4af128-fb52-4c18-8b9f-32a0c85044bb" alt=""><figcaption></figcaption></figure>

When unsubscribed, you will not be able to send any messages, even from Live Chat, and an error will be displayed indicating that the user is unsubscribed from the bot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fp1Gih71c9Gi73hDjEH7O%2FUntitled.png?alt=media&amp;token=3d4bbd2c-e10c-4f4e-8c00-555d06653a04" alt=""><figcaption></figcaption></figure>

However, you can **subscribe the user again** directly from Live Chat.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2shq16i4nOj6RQq2V3dK%2FUntitled.png?alt=media&amp;token=fce7c2d5-c65f-4ca5-af66-8698314546a8" alt=""><figcaption></figcaption></figure>

### **From Bot Users:** <a href="#from-bot-users" id="from-bot-users"></a>

You can also subscribe or unsubscribe users through the **Bot Users** section. This action can be performed for:

* **Individual Users**: Select and apply the action to a specific user.
* **Bulk Users**: You can perform subscription or unsubscription actions for multiple users at once

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrYOZpc1eZXA6KJ16fcXM%2FUntitled.png?alt=media&amp;token=6b8caacc-f80f-4185-94e5-8ad31fe968a0" alt=""><figcaption></figcaption></figure>

### **Triggers:** <a href="#triggers" id="triggers"></a>

You can set triggers for when a user subscribes or unsubscribes from the bot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwxvJGsjVbWYAuGlCIsnG%2FUntitled.png?alt=media&amp;token=f3ddc864-5e9b-4cfe-a31e-b973ac8e703d" alt=""><figcaption></figcaption></figure>

**Note:** When a user sends a message to your bot for the first time, they are automatically subscribed. If a trigger is set on the subscription, this could result in duplication during the first message exchange.

&#x20;

**Unsubscribed Users**: Once a user is unsubscribed, messages cannot be sent via the flow. However, you can still:

* Send an email, Use an action node to add tags, Update the Custom User Field (CUF) value, and run an external request.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F1DP00MaKrXFz1ZwrtVCG%2FUntitled.png?alt=media&amp;token=a637d807-0f9c-41e1-a6a1-b546636bf567" alt=""><figcaption></figcaption></figure>


# Set Email Opt-in & Opt-Out

### Setting Email Opt-ins <a href="#setting-email-opt-ins" id="setting-email-opt-ins"></a>

This feature allows you to send emails to users. Action must be placed before an email node.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCoWf04vQpCuv8BWEJycL%2FUntitled.png?alt=media&amp;token=ef8da4f9-f703-4f51-883e-72642ce4fb50" alt=""><figcaption></figcaption></figure>

### Setting Email Opt-outs <a href="#setting-email-opt-outs" id="setting-email-opt-outs"></a>

This feature is useful when you want to prevent a user from receiving an email. This is very good when you do email blasts.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtCHyhuW6Kbibw7oiWigd%2FUntitled.png?alt=media&amp;token=9075c99c-e6b4-4fd6-aab7-e9ef530ccacf" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The email or SMS will not send out if the user isn’t opt-on for SMS & Email.
{% endhint %}

### Bulk Actions <a href="#bulk-actions" id="bulk-actions"></a>

To configure Email Opt-in or Opt-out for users in bulk, follow these steps:

1. Navigate to **Bot -> Bot Users**.
2. Select the user(s) by checking the box next to their name.
3. Click on **Bulk Action** in the upper right corner.
4. Choose **Set Email Opt-In** or **Set Email Opt-Out** as needed.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fou5a4oPz89RQOXFQmFhe%2FUntitled.png?alt=media&amp;token=41c9a79a-2054-4e0f-aa42-0a5ca079d767" alt=""><figcaption></figcaption></figure>

This action ensures that the user is either subscribed or unsubscribed to receive email communications. If the user is not opted in, the system will not send emails to them.


# Set SMS Opt-in & Opt-Out

### Set SMS Opt-in <a href="#set-sms-opt-in" id="set-sms-opt-in"></a>

If you need to send an SMS to a user using the chatbot, be sure to set up this action before the Send SMS node.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfQ9kaoYmRYdJ4y2T44cN%2FUntitled.png?alt=media&amp;token=0184bab2-4cfa-4556-bd35-d051cea343fd" alt=""><figcaption></figcaption></figure>

### Set SMS Opt-out <a href="#set-sms-opt-out" id="set-sms-opt-out"></a>

To make sure a user doesn’t receive any SMS from the bot, use this action.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDFE81fxitbyQe5kVbmLn%2FUntitled.png?alt=media&amp;token=763e42e5-f9ee-4d5b-84c4-24938f31987c" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The email or SMS will not send out if the user isn’t opt-on for SMS & Email.
{% endhint %}

### **Bulk Action** <a href="#bulk-action" id="bulk-action"></a>

To configure SMS Opt-in or Opt-out for users in bulk, follow these steps:

1. Go to **Bot -> Bot Users**.
2. Check the box next to the user(s) you want to configure.
3. Click on **Bulk Action**.
4. Select **Set SMS Opt-In** or **Set SMS Opt-Out**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtFM9hjL1D8WuXljNV9ww%2FUntitled.png?alt=media&amp;token=c8413bfd-5edf-4c46-8082-9571291912a7" alt=""><figcaption></figcaption></figure>

This configuration will include or exclude the user from SMS notifications sent by the bot. If SMS Opt-in is not enabled, the system will avoid sending SMS to that user.


# Steps

A few simple steps to send out your first message:

* click the green start point
* in the edit panel, "Select Next Step"
* choose "Send Message" step
* click the "Send Message" step

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FxbdDxNeaOBQLDgJ850ah%2Ftempsnip.png?alt=media&amp;token=ae140acc-7a2c-452c-9c3a-3361456481d6" alt=""><figcaption></figcaption></figure>

* click text type message
* enter your message
* "Publish"

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIV71wrwZJCxErgMcLghM%2FCapture.png?alt=media&amp;token=45b90747-c2aa-47a7-ab76-e78b75c067c8" alt=""><figcaption></figcaption></figure>

That's it! Let's test!

Click "Preview" from the navigation bar and "Open the flow".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIV71wrwZJCxErgMcLghM%2FCapture.png?alt=media&amp;token=45b90747-c2aa-47a7-ab76-e78b75c067c8" alt=""><figcaption></figcaption></figure>

Preview Feature

Please note that "Preview" feature is not supported in all channels. Channels support "Preview": Web chat, Instagram, Facebook, Telegram, WhatsApp, Line and Viber.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkO848bfctExSKZL8I3LY%2FCapture.png?alt=media&amp;token=7033a903-a15a-49c5-ba61-e8f39d1d7c7e" alt=""><figcaption></figcaption></figure>

* **Preview in pop up**: This opens a preview window in your flow builder
* **Open in web browser**: Opens flow in a new web browser tab
* **Copy Ref Url**: A unique shareable link to your flow

Congrats! Your bot is working now. 🤖🤖

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FceZSVOf2343jvM0sjrTe%2FCapture.png?alt=media&amp;token=85480db2-3515-400e-84ec-a19372012112" alt=""><figcaption></figcaption></figure></div>

Let me show you some more details about Send Message step. These are the message type in common for all/some of the Channels. Check by type below:

### Insert Custom Field Value and Emoji <a href="#insert-custom-field-value-and-emoji" id="insert-custom-field-value-and-emoji"></a>

Wherever you see "\</>", you can insert emojis or variable values to the text.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fkd3c4F8Oh2IchQCZdS3B%2Ftempsnip.png?alt=media&amp;token=999c38fb-1e9c-4de1-8cdc-d73fb99684a4" alt=""><figcaption></figcaption></figure>

Or simply type "{{" to call the field list:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fv6Ma4wcVXat4v7uagdEc%2Finsert_value2.313ff557.gif?alt=media&amp;token=e2aeb849-6744-4d22-92b8-b4659cdf6865" alt=""><figcaption></figcaption></figure>

### Send Image / Audio / Video / File <a href="#send-image-audio-video-file" id="send-image-audio-video-file"></a>

There are multiple ways to send media type within a message:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FjHiuATqJcZidChZjD3zO%2FCapture.png?alt=media&amp;token=53c18026-4ae9-4a41-a5d6-2665941f89a9" alt=""><figcaption></figcaption></figure>

* upload from your computer (**size limited**)

  | Media Type         | Maximum Upload Size |
  | ------------------ | ------------------- |
  | video              | 10MB                |
  | audio              | 5MB                 |
  | file               | 5MB                 |
  | others(e.g. image) | 2MB                 |

### Sending image files

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4cC9u4ODrOxCVrOukAPb%2FCapture.png?alt=media&amp;token=25e14772-7375-4175-a096-2f3b21b935ba" alt=""><figcaption></figcaption></figure>

* Sending images from an URL link (**RECOMMENDED**)

  > You can search pictures online and copy their direct URL links. But this direct link might change. Alternatively, you can upload photos to your server or other third-party photo storages like imgur.com, then get your direct URL links from that. **Direct URL link** means the link is pointing to a specific photo, not a website, ending with .jpg or .png, etc.
* search from GIFs gallery

  > We provide you with a GIFs gallery, you can search what you need here.
* from Library

  > Library is the place you can see all the photos, GIFs, audios and videos you have uploaded before. So that you don't need to re-upload the same media, just find them in your library.

### Send Card <a href="#send-card" id="send-card"></a>

Card is used to display a serious of information nicely like product information. There are 4 elements in a card: Image, title, subtitle and button.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfvEBKROrqr6i4FLuHN1K%2Ftempsnip.png?alt=media&amp;token=4f7f270d-36d9-4617-87b6-a7d58be3d52f" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please note that to show a card, you must have a title and at least one other factor, picture, subtitle or button.
{% endhint %}

### Send "For Each" <a href="#send-for-each" id="send-for-each"></a>

This message type is also showing cards but in a more automatic way. With "For Each", you don't need to type in each card yourself. It automatically displays all items in a JSON variable. Check Action Step - What is [JSON variable](broken://pages/9xMP1tqNK8ZQGsKKAgnI).

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTLtOMhNIkphYdQ6QuDZX%2Ftempsnip.png?alt=media&amp;token=daae11e2-49dc-4425-9251-ddc038e1b60a" alt=""><figcaption></figcaption></figure>

1. choose a JSON variable first
2. click "\</>" or type "{{" in the text box
3. choose "ITEM" to get a sample item from the JSON variable

Value in the JSON variable:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYZ1kpJA1Cgg7q5fJrCCn%2Fsend_message18.ba84256e.png?alt=media&amp;token=e4d1ee7c-6177-4e3f-95ae-e10e2b8b5a68" alt=""><figcaption></figcaption></figure>

Value in "ITEM":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXxDi5WSe7I7m9Qx5VxJm%2Fsend_message19.b5966a3e.png?alt=media&amp;token=c3ea0572-e470-4c3b-824f-3a9b600fc2cd" alt=""><figcaption></figcaption></figure>

The "Sample data" is to quickly fill in the "JSON Path" field. For example, as shown in the picture, click the "price" row, and "$.price" appears in the "JSON Path" itself. This means that, we are displaying the price of each item here. If there is no sample data prompted, you can fill in the path yourself by typing "$.", which refers to each item in the JSON variable, followed by the key of a value.

### Value Format <a href="#value-format" id="value-format"></a>

Moreover, for numbers like percentage and price, for date value and time value, we have different formats listed for you. For example, in the above picture, the price value is "5" and after choosing a "F03" format, the bot will display it as "$5". While the value in the variable is still the number "5" so that you are able to use it in math calculation or condition comparison without malfunction.

### Hidden Keys <a href="#hidden-keys" id="hidden-keys"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FY8r6yce4nutnWZSZmhJm%2Fdownload%20(39).png?alt=media&amp;token=5f8e283d-7098-4f67-ba5b-859ce13e2298" alt=""><figcaption></figcaption></figure></div>

Apart from the keys in the JSON variable, there are 3 hidden key you might need:

| Key Name | Description                         |
| -------- | ----------------------------------- |
| INDEX    | index of the item started from 1    |
| KEY      | key name of the item                |
| VALUE    | value of the item = the item itself |

**INDEX Example**

When you have a JSON with a list of JSONs in it, use INDEX for checking the sequence number of an item. Let's add an index number before the item name:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbROozAZtLvjvXV3RGEWY%2Fdownload%20(40).png?alt=media&amp;token=198af16f-23ee-4056-b421-53240edfba11" alt=""><figcaption></figcaption></figure>

Testing result:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0wuZ1PRlDEQ3fBfNAMDV%2Fsend_message32.db0c93b6.png?alt=media&amp;token=60a82941-deb3-469f-8f34-7f6e5a6713d0" alt=""><figcaption></figcaption></figure>

**KEY/VALUE Example**

When you have a JSON as shown in the following picture instead of a JSON holding a list of JSONs,

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYSpgUBpURWyyXWlEhIuo%2Fdownload%20(41).png?alt=media&amp;token=30e9fce3-a7ce-4719-8f46-6bab69d4ce28" alt=""><figcaption></figcaption></figure></div>

These are what you will get by using the three keys:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrZ2zlci9MW6ZazUdVfiT%2Fdownload%20(42).png?alt=media&amp;token=209e7b64-9d0b-4872-8cd6-855c18dabc01" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fz9TmZeOBYdpy76r7kyM6%2Fsend_message31.9f5b073c.png?alt=media&amp;token=df203024-1cfa-40a0-8c3d-01a7a799c64e" alt=""><figcaption></figcaption></figure>

Testing result:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPU4RE61EvaLmCINVMgWo%2Fsend_message33.cca3f7de.jpg?alt=media&amp;token=af9abd41-4218-4c7c-a659-1f71b9381618" alt=""><figcaption></figcaption></figure>

### Send SELECT after "For Each" <a href="#send-select-after-for-each" id="send-select-after-for-each"></a>

When you add a button to your "For Each", the button is going to show with every card. Usually, you might want to put a "Buy" or "Select" button here in the case that you are listing some products or options.

How does the the bot know that which card did the user select?

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FoIVFaO20vWCNtKenvZKp%2Fdownload%20(43).png?alt=media&amp;token=eece7478-c451-43ee-b8e4-23349a1ca25e" alt=""><figcaption></figcaption></figure>

When you select next step for the button, choose "Select":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXYrXyBrKTj9BgtbSmeDi%2Fsend_message23.f21339bc.png?alt=media&amp;token=8a360dee-5ff1-4d99-8b1c-c8f749d67e42" alt=""><figcaption></figcaption></figure>

Then select a next step as you usually do, like a Send Message Step to show the selected item or Action Step to deal with the data. You can then access the selected item in "SELECT":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCYTTJOTxzJ9XYf8Ed20H%2Fsend_message24.f5a3ae35.png?alt=media&amp;token=f35dc676-e020-4706-a142-430601f32c7b" alt=""><figcaption></figcaption></figure>

For example, let's add a Send Message step, find the system field "SELECT":

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsUXCcWXiLh109a8AcbZ6%2Fsend_message25.15ff647d.png?alt=media&amp;token=e8a755af-43be-4b19-be44-fd75054fc86d" alt=""><figcaption></figcaption></figure>

1. click the row "item" to get the path "$.item" or type in the path directly
2. in the JSON path, add key name if needed. In this case, let's show the name of the selected item. So add ".name" after the path.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyyrXmIR0h6QKEFqXPuu1%2Fsend_message26.6ab54cca.png?alt=media&amp;token=ef98175c-0606-4952-a0b9-fb98ee614f62" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FB5wT88oBadd9qTz3Esbo%2Fdownload%20(44).png?alt=media&amp;token=63a0cc88-5335-496f-b68f-b042119f5144" alt=""><figcaption></figcaption></figure>

You will see this when you test it:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOdcQtZMlR5aNis0VOzuO%2Fsend_message28.7a9fbc65.png?alt=media&amp;token=9cbd6f97-d65f-4983-89bf-1a992bad3fb8" alt=""><figcaption></figcaption></figure>

### Send Dynamic Content <a href="#send-dynamic-content" id="send-dynamic-content"></a>

Dynamic Content helps you send out an API request, to your server or a third-party server, in order to get a response to display. The server can reply differently each time. In this way, your bot is able to display dynamic content to your users.

This feature is practical when your bot logic is complex and rely heavily on other servers. For example, you have your own AI algorithm to analyze users' questions and calculate corresponding response on your server, in this case, you can send the question in the API request. And the server can generate a response based on the question. Finally, the server sends the response back to the Rapidbott to display to your users.

A response message can contain several messages, buttons and quick replies with actions. You can even apply simple actions like add tag directly in the response JSON.

* Check Action Step - [External Request](broken://pages/1lHOjTlteqY0wSGMNfT7) for how to send an API request,

### Send Location <a href="#send-location" id="send-location"></a>

To send a location, search it on a map, then right-click it to copy its latitude and longitude values:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQ44NfQMwF3YblF9VStVJ%2Ftempsnip.png?alt=media&amp;token=69302076-ccd2-455e-9c58-f95917570d87" alt=""><figcaption></figcaption></figure>

Enter your location name, paste the data and add a label if needed. A label gives additional information like floor or room number.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5Fb7vxkh5eioFhMu5Pbr%2FCapture1.png?alt=media&amp;token=c46dd9f4-fff5-4345-a1d3-16d3f81af2a2" alt=""><figcaption></figcaption></figure>

### Send Ecommerce Product <a href="#send-ecommerce-product" id="send-ecommerce-product"></a>

Check [Ecommerce](broken://pages/IURUnPtBRHME9nux0212) for how to setup and use built-in ecommerce system.

### Facebook - Send Message <a href="#facebook-send-message" id="facebook-send-message"></a>

Facebook allows the bot to send texts with 3 buttons and 10 quick replies at most.

### Send Text with Button & Quick Reply <a href="#send-text-with-button-quick-reply" id="send-text-with-button-quick-reply"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOBG6xFUdSvHHKpDYIJgq%2Fsend_message1.09c09b43.png?alt=media&amp;token=6565cada-caab-4313-bb7d-b30b171c03f5" alt=""><figcaption></figcaption></figure>

The difference between button and quick reply on Facebook Messenger:

| Type        | Usage                                               |
| ----------- | --------------------------------------------------- |
| button      | once sent, always in the conversation to be pressed |
| quick reply | similar to button, but disappear when used          |

Try to add some buttons, quick replies and test it. You will see their differences.

### Telegram - Send Message <a href="#telegram-send-message" id="telegram-send-message"></a>

Telegram flow is our newly added flow type. It is similar to Facebook flow except for some exclusive features with Facebook. Text tutorial about Telegram flow will be updated shortly.

### WeChat - Send Message <a href="#wechat-send-message" id="wechat-send-message"></a>

WeChat allows the bot to send texts with 10 buttons at most. Message type with WeChat:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOyb4sKWWzmKMy9sUfoIb%2Fdownload%20(45).png?alt=media&amp;token=6be050fc-b5a2-4498-9fc1-6e315057dd7e" alt=""><figcaption></figcaption></figure>

### Send Article <a href="#send-article" id="send-article"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGcZrg3BnADQSSlMRXEiC%2Fsend_message10.ec9e8c06.png?alt=media&amp;token=f4035362-e111-4e93-ab84-e82d8eba7352" alt=""><figcaption></figcaption></figure>

This is how it looks like in the chat:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fi2bCxpzTILKJgJkxzJFw%2Fsend_message11.c4e067dd.png?alt=media&amp;token=17270968-f7f0-4f3b-9d89-a4bb09c2fe6d" alt=""><figcaption></figcaption></figure>

### Send Mini Program <a href="#send-mini-program" id="send-mini-program"></a>

You can also send mini-programs that associates with your official account.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFtSDVvWPwuAnVlC2OueO%2Fsend_message12.20b55d6a.png?alt=media&amp;token=82732f6d-264e-411b-b09d-6dbd416c31fe" alt=""><figcaption></figcaption></figure>

### WhatsApp - Send Message <a href="#whatsapp-send-message" id="whatsapp-send-message"></a>

Message types with [WhatsApp](broken://pages/wQC5Je0kcY9JDzSMUJ7x):

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FdXfwzndpzLTgrOBA57Px%2Fdownload%20(46).png?alt=media&amp;token=5392e4aa-7adb-4964-8aa1-a14e6471ae88" alt=""><figcaption></figcaption></figure></div>

Button in WhatsApp is a bit different from that in Facebook. A button in Facebook can be pressed for multiple times while in WhatsApp, only once.

### SMS - Send Message <a href="#sms-send-message" id="sms-send-message"></a>

SMS bot can send only text and image.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fmu8VDYjm1WtSzuzZZ9MQ%2Fdownload%20(47).png?alt=media&amp;token=2a8eddf4-937f-4ddd-8d4a-09ad6b9a49b8" alt=""><figcaption></figcaption></figure></div>

### Voice - Send Message <a href="#voice-send-message" id="voice-send-message"></a>

#### Send Text / Audio <a href="#send-text-audio" id="send-text-audio"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgigYNbk9TNdakXLcB3Ba%2Fsend_message9.8aa52f78.png?alt=media&amp;token=8849372e-2acf-4498-95e3-ee9a55ff420c" alt=""><figcaption></figcaption></figure>

You can have the bot read out the text with a specified language or record your own audio and upload it.

{% hint style="info" %}
For voice bot, you can set a default language at the Green Start Point or set it separately for each send message/question step.
{% endhint %}

We have a Mini-App called "VoiceMaker" using a third party API which provides you with a better quality of text-to-voice conversion! Download the Mini-App in integration section.

### Google My Business - Send Message <a href="#google-my-business-send-message" id="google-my-business-send-message"></a>

Message types with Google my business flow:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgHoxjEAUcdcOSFP68ZQR%2Fdownload%20(48).png?alt=media&amp;token=cda78b6d-df90-4aa0-961e-cbde8c95c12f" alt=""><figcaption></figcaption></figure></div>

All types are covered above, please check message type in common for all/some of the channels. Find location type in "Rich Media".


# Question step

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfnGrn8eL6hNsd7jSXqsH%2Fimage.png?alt=media&amp;token=6aae97f6-b040-4bf9-aaff-a9ad8a335aa4" alt=""><figcaption></figcaption></figure>

### Set Quick Answers <a href="#set-quick-answers" id="set-quick-answers"></a>

Quick answers are convenient for users to click rather than typing. When you set quick answer:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8KxqmL8OrOWiaHXSjj7z%2Fquestion21.e3620d5a.png?alt=media&amp;token=26916202-e686-4e01-a34d-233089987378" alt=""><figcaption></figcaption></figure>

"Answer Text" is shown to users while "Answer Value" is saved to the variable.

{% hint style="info" %}
You can set quick answers across all channels. However, some channels display the quick answers as buttons for pressing like Facebook, while some don't such as SMS. For the latter case, you can still set quick answers but at the same time, you will need to prompt that how to trigger the quick answers.
{% endhint %}

### How to give prompt and set quick answers? <a href="#how-to-give-prompt-and-set-quick-answers" id="how-to-give-prompt-and-set-quick-answers"></a>

In the question box, for example, put "reply 1 for service A, reply 2 for service B", etc. Then in the quick answer, set "Answer Text" to be "1", "2", etc for matching, and "Answer Value" to be "service A", "service B", etc to save user's option.

| Channel  | How to Provide Quick Answers                                                       |
| -------- | ---------------------------------------------------------------------------------- |
| Facebook | quick answers will be displayed as buttons                                         |
| Telegram | quick answers will be displayed as buttons                                         |
| WeChat   | use buttons instead of quick answer or give prompt                                 |
| WhatsApp | quick answers will show in "Select Option"                                         |
| SMS      | give prompt                                                                        |
| Voice    | give prompt and use Speech question or DTMF question to ask for keypad/voice input |
| Google   | quick answers will be displayed as buttons                                         |

### How does the matching work in quick answers? <a href="#how-does-the-matching-work-in-quick-answers" id="how-does-the-matching-work-in-quick-answers"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSh8gZcvEdiw6F3beC7FS%2Fquestion22.623e9a29.png?alt=media&amp;token=15e254b0-8f1f-4021-86c5-3a36c727ff82" alt=""><figcaption></figcaption></figure>

Once the user's input contains one of the "Answer Text", the quick answer is matched (non case-sensitive). Plus, the order of those quick answers matters because the bot will check in order. Once a quick answer matched, it will stop the matching.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrCI81hDB525Zh6CRhl2V%2Fquestion24.a0a677b5.png?alt=media&amp;token=c9857ba4-5a33-48b1-9792-7ef42dbab5ee" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FmtZLNC81kEHUTQ1Jo0xI%2Fquestion23.b2102154.png?alt=media&amp;token=3c8ecf92-ad20-41e9-838f-64f98d4808e7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGZsmNo5dGKwdHFU3gaCy%2Fquestion25.b9a24000.png?alt=media&amp;token=b06dc688-eb70-4c18-b8be-7c8b89c8be82" alt=""><figcaption></figcaption></figure>

### Skip Button <a href="#skip-button" id="skip-button"></a>

Add skip button if the question is ok to skip. Also, the label of the skip button is editable.

### No Match <a href="#no-match" id="no-match"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fbs2IEM5o4AwpByd9iwp4%2Fquestion6.921b5ac2.png?alt=media&amp;token=e537a3f3-1bf4-445d-b99f-9396a4110fdc" alt=""><figcaption></figcaption></figure>

"No Match" is a very practical feature because different answer types have different specified patterns. Email address, for example, has to be "\[email protected]". You can put something like "Wrong email, please try again" as your retry message and jump to another step if no match on several times.

However, a "\[email protected]" format just filters out wrong email but fake email. To check whether an email is real or not, try **Mini-App** for using a third-party verification tool.

### No Input <a href="#no-input" id="no-input"></a>

Similarly, "No Input" helps you redirect the flow when user input expires. By default, a question expires in 1 hour. Make it shorter if needed.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FZ7QzBhdLUu9ITNbOjFZo%2Fdownload%20(49).png?alt=media&amp;token=441263e0-2c2b-4c19-b195-e3028a092993" alt=""><figcaption></figcaption></figure>

### Ask for Image / Audio / Video / File / Record <a href="#ask-for-image-audio-video-file-record" id="ask-for-image-audio-video-file-record"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FIWRNUo48zcrgCJLbeXGE%2Fdownload%20(50).png?alt=media&amp;token=111335d8-b505-4460-a15e-3b20be9de9c1" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
You will need text variables to save the URL links of these 5 types of answers
{% endhint %}

When the user uploads a document, an URL link pointing to the document is saved in the variable rather than the document itself. Because media document can be very large. Later, if you want to send that document in send message step, you will need to choose "Send Media From URL" and type in the variable there.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCWOmfA6EGaAe9uIdMzZj%2Fdownload%20(51).png?alt=media&amp;token=8b6b15f1-4961-4091-b988-813577730383" alt=""><figcaption></figcaption></figure>

### Ask for Choice <a href="#ask-for-choice" id="ask-for-choice"></a>

This is a question type listing limited quick answers and user have to choose only from these quick answers. For example, when choosing property type, list only house, townhouse and apartment as quick answers. Therefore, if the user doesn't click one of these three, a retry message appears.

### Ask for Date / Datetime <a href="#ask-for-date-datetime" id="ask-for-date-datetime"></a>

{% hint style="info" %}
Except from Facebook Messenger and Google My Business, the rest channel doesn't have a date picker when user makes Date/Datetime input. So you have to prompt users "Please input the Date / Datetime as exactly the format: YYYY-MM-DD / YYYY-MM-DD hh:mm:ss". Any other format won't be recognized successfully.
{% endhint %}

### Ask for Phone <a href="#ask-for-phone" id="ask-for-phone"></a>

The basic validation for Phone number Question is:

* only these 11 characters are allowed: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, +.
* "+" sign is only allowed in the front of the phone
* more than 6 characters

### Question Step in Voice Bot <a href="#question-step-in-voice-bot" id="question-step-in-voice-bot"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FU8nJ3ae0FGb0CUYZvxER%2Fdownload%20(52).png?alt=media&amp;token=6d1e73d7-f141-4879-ab91-3eafcbc6cf46" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
You can always put a URL link pointing to your mp3 file in the text box (started with "https\://" and ended with ".mp3" or ".mav") of a Send Message Step or Question Step. In that way, the bot will play the audio file instead of transferring the text to audio.
{% endhint %}

{% hint style="info" %}
You can put the link directly in the text box or store the link in a text variable. You can also combine audio URL with text when you use it. But remember that don't let the URL and text connect to each other, because the system cannot recognize it as an audio URL link. See screenshot below.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FW6N6XF9gaPFJLXYLVtbK%2Faudio_question.6b15d748.png?alt=media&amp;token=6c724f76-4e82-4ab9-a40d-8dc2367e4d60" alt=""><figcaption></figcaption></figure>

### Voice Bot - Ask for Speech <a href="#voice-bot-ask-for-speech" id="voice-bot-ask-for-speech"></a>

Speech is usually used to get short answers. When the bot asks for speech input, it will listen to what the user says and convert the speech to text with a confidence score. The score is between 0 and 1. The closer to 1, the more confident the speech analysis was.

{% hint style="info" %}
You might want to add a Condition step to discard any conversion with low confidence. For example, when the confidence score is less than 0.7, ask for re-input.
{% endhint %}

Use "Advanced Settings" to help improve the conversion:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEwvPSFLYwy9VtSIKjUAU%2Fquestion11.a6d4d04c.png?alt=media&amp;token=bebd138d-36f5-44cb-b369-3c32786223f5" alt=""><figcaption></figcaption></figure></div>

Select correspond speech model and language. "Numbers and Commands" speech mode can help improve the recognition rate when the answer is a string of numbers, etc. **Please note that,** [**Twilio**](broken://pages/apHMkFSMWs72D5QVSEVY) **charges for using this mode.** More importantly, provide the bot with some hints, keywords that might appear in speech (separated by commas and no space).

### Voice Bot - Ask for DTMF (Keypad) <a href="#voice-bot-ask-for-dtmf-keypad" id="voice-bot-ask-for-dtmf-keypad"></a>

DTMF refers to keypad input, including number 0 to 9, \* and #. Usually, it is used to make a main menu for your voice bot, just like what you might hear before "Hi, press 1 for xxx, press 2 for xxx, ..."

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSMwic6zbJKks0nxkWTAC%2Fquestion12.1b2f911d.png?alt=media&amp;token=186ee099-d5f1-4d67-a6fd-905321182e38" alt=""><figcaption></figcaption></figure></div>

"Number of Digits" means how many digits to expect. For example, a credit card number needs 14 or 16 digits while a postcode needs 4 or 6 digits.

"Stop Key" is set to "#" by default, but it is also editable. You will need "Stop Key" when you don't know how many digits to expect. Don't forget to mention the "Stop Key" in the question box. 🤖🤖

{% hint style="info" %}
"No Input" timeout in Voice Question plays an important role. Often, it will be set to just few seconds while in other channels, the default timeout is 1 hours.
{% endhint %}

### Voice Bot - Ask for Record <a href="#voice-bot-ask-for-record" id="voice-bot-ask-for-record"></a>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCo815uOUH0KLhK3dFglM%2Fquestion13.289a0cda.png?alt=media&amp;token=d46b1a9d-f1ec-4fa2-af5f-46763917b61d" alt=""><figcaption></figcaption></figure></div>

Again, same as asking for picture, audio, video or file, you will need a text variable to save the URL link of the record file. Check advanced settings for more details such as "Stop Key" and "Max Record Duration".

You will be able to access the record file through the URL link or manually from the "Recordings" section shown as below:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fx9nUad7cNAF4tRfu6aSC%2Fquestion26.2a199e0e.png?alt=media&amp;token=61c68b79-a3c9-4dab-bfa4-9d4b576ed226" alt=""><figcaption></figcaption></figure>

Here you can see all your "Record Question" and "Transfer" recordings with a "Play" button to play the audio.

### Voice Bot - Ask for Transfer <a href="#voice-bot-ask-for-transfer" id="voice-bot-ask-for-transfer"></a>

The transfer feature is more like an Action rather than a Question. Since actions in the Action step are shared across all the channels, we put transfers in Question steps.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBnQLgx1EWptfCMMD0eOh%2Fquestion14.5fe72cb9.png?alt=media&amp;token=e3fa5c09-efd2-4311-bb71-a5453cb0edd0" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
The transfer number should be in E164 format. e.g. +61412345678
{% endhint %}

You can record the conversation after transferring for training purposes, etc. Similarly, check the recording from the "Recordings" section from the left sidebar.

### Hang up Calls <a href="#hang-up-calls" id="hang-up-calls"></a>

One thing to mention, if your clients need to come back to the bot after the transferred conversation. There are 2 ways to do so:

* the transferred party hang up first
* your clients press the star key (need to enable the option in advanced settings)

In either way, don't forget to mention it to your clients before the transfer.

### Add Extension to Phone Number <a href="#add-extension-to-phone-number" id="add-extension-to-phone-number"></a>

Add extension to a phone number by using a hash key. e.g. +61412345678#wwww1234. Each "w" will wait for half a second.

Let say I have a voice bot for the number +61412345678, and I put a DTMF question after the Start point of the main flow. The extension "1234" will be considered as the input for this DTMF question. In this way, you are routing the calls automatically.

### Transfer to Multiple Numbers <a href="#transfer-to-multiple-numbers" id="transfer-to-multiple-numbers"></a>

You can put multiple numbers in the "Transfer To Phone Number" field, separated by ONLY commas. e.g. +61412345678,+61412345679#wwww1234,+61412345670

The bot will call these 3 numbers simultaneously, the first person who answers the call get this transfer, the rest call stops ringing. Your phone number provider will only charge you for one call because only one number is transferred successfully.

### Voice Bot - Ask for Payment <a href="#voice-bot-ask-for-payment" id="voice-bot-ask-for-payment"></a>

The payment feature is more like an Action rather than a Question.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F142Gtkhwv1s10NtVgVCt%2Fquestion15.ecf80dc7.png?alt=media&amp;token=77652806-41fc-495f-9636-7c817d479299" alt=""><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FDqSnNHi7BwrQzegPulAt%2Fdownload%20(53).png?alt=media&amp;token=4edadf25-3b78-4027-b76e-f9fbe0667573" alt=""><figcaption></figcaption></figure></div>

### PCI Mode (Twilio) <a href="#pci-mode-twilio" id="pci-mode-twilio"></a>

For Twilio users, you will need to enable the PCI mode in your [Twilio](broken://pages/apHMkFSMWs72D5QVSEVY) account to capture a payment either in test or live mode.

Search "Voice Settings" from your account,

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FhAvHYLrw1vQlxcaJBCyU%2Fquestion29.356e2667.png?alt=media&amp;token=404c2537-17fe-4a71-a1ec-4f0c15fc1fc5" alt=""><figcaption></figcaption></figure></div>

click the "Enable" button:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fx7BQEKW30O6ZmtNIcxr1%2Fquestion30.f030fd6e.png?alt=media&amp;token=ce6684fa-cf1c-45ed-acb6-12c1e209e5d7" alt=""><figcaption></figcaption></figure></div>

#### Edit Prompts <a href="#edit-prompts" id="edit-prompts"></a>

All prompts are already set in English. Feel free to change it if needed like changing to another language. There are 4 pieces of information to gather for a card.

1. credit card number
2. expiration date
3. CVV
4. postcode (if needed, enable the option in advanced settings).

Each information has 3 speeches to set, asking, timeout and invalid:

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FEDk6Oyt4xi318Qvfz7Ea%2Fdownload%20(54).png?alt=media&amp;token=cc9314d1-723d-413e-9033-44edbe49189b" alt=""><figcaption></figcaption></figure></div>

#### Payment Connector <a href="#payment-connector" id="payment-connector"></a>

To get a "Payment Connector", which is "Unique connector ID", you will need to access your phone number provider and payment service provider. Twilio and Stripe, for example, go [twilio.com (opens new window)](https://www.twilio.com/), follow step 1 to 4 in the following 2 pictures:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FD0jFkHI0Ohn0UwDtlSRb%2Fquestion17.49b04c33.png?alt=media&amp;token=840624c1-fb5c-4303-b8b8-55c120e780f3" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8NjjRvsj1U2V5nkyvo0Q%2Fquestion18.65c2a8ed.png?alt=media&amp;token=5621c122-463c-426f-b047-09211fc58929" alt=""><figcaption></figcaption></figure></div>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fbt3j1pXbVrk7PiU0jSc2%2Fquestion19.d0ba3be7.png?alt=media&amp;token=b977dc84-c119-4b3e-80bc-a9de3b6f0a5c" alt=""><figcaption></figcaption></figure>

Install, name a "UNIQUE NAME" yourself and click "Connect with Stripe". This "UNIQUE NAME" is then your "Unique connector ID", copy it back to the Rapidbott.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fb8eVNCJFnqd7CU8NXSv6%2Fquestion20.769b37b4.png?alt=media&amp;token=b1397c2e-a620-4313-829f-7b005878aa42" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note that for "MODE", choose "test" when you are testing the payment process and choose "live" when you are ready to accept real payment.
{% endhint %}

### Charge Amount <a href="#charge-amount" id="charge-amount"></a>

Put direct number like "99.99" or a number variable here.

### Response <a href="#response" id="response"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F346klgH2cREr63W47KoW%2Fdownload%20(55).png?alt=media&amp;token=d60526f7-d591-4da8-8dd3-0c075c1e562e" alt=""><figcaption></figcaption></figure>

You will need a JSON variable to hold the payment result. This is a response example including some card details, confirmation code and payment result.

### Payment Fail <a href="#payment-fail" id="payment-fail"></a>

You can deal with the situation via the "Payment Fail" option. For example, send "Something went wrong" and goto the Payment Step again.

### One Time Token <a href="#one-time-token" id="one-time-token"></a>

You can choose to capture a payment **right now** or **later**.

* If you decide to charge right away:

> give a value more than 0 in the "Charge Amount" box

* If you wanted to get the payment later

> put a "0" in the "Charge Amount" box. In this way, you will get a token for future capture.

{% hint style="info" %}
There are 2 types of token, **one-time token** and **reusable token**. With a one-time token, you can charge the client once. While with a reusable token, you can charge the client for multiple times.
{% endhint %}

Under the situation that you set the charge amount to "0", if you enable the "One Time Token" option in advanced settings, you will get a one-time token. Otherwise you get a reusable token.

By different combinations of charge amount and "One Time Token" option, you will get different payment results:

<table><thead><tr><th width="172">Charge Amount</th><th width="158">One Time Token</th><th width="185">What Will Happen</th><th>Payment Result</th></tr></thead><tbody><tr><td>0</td><td>Enabled</td><td>get one-time token</td><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMPNalfUpsIzkiDAjjDQn%2Fimage.png?alt=media&amp;token=73051f4c-3f91-4f28-9215-a9cb387c6291" alt=""></td></tr><tr><td>> 0, e.g. 5</td><td>Enabled</td><td>charge $5</td><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0KM7PbbFzfWrZvl7QOTO%2Fimage.png?alt=media&amp;token=1f5e0dd4-b10d-4aa4-b52b-4abe510acf2c" alt=""></td></tr><tr><td>0</td><td>Disabled</td><td>get reusable token</td><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FarN9T1ilIYWilXrrIMiM%2Fimage.png?alt=media&amp;token=4b006320-601d-4479-b4b3-11429558b013" alt=""></td></tr><tr><td>> 0, e.g. 5</td><td>Disabled</td><td>charge $5</td><td> <img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FyghpLDy3f5nKVQAeT58Y%2Fimage.png?alt=media&amp;token=f35153de-1181-40f3-bd80-465e11a54637" alt=""></td></tr></tbody></table>

That means, whenever you set a charge amount greater than 0, it doesn't matter whether you enable the One Time Token option or not, you will charge your client right away and get a payment confirmation code. The code starts with "ch\_" if you are using Twilio.

On the other hand, an one-time token starts with "tok\_" if you are using Twilio. And a reusable token refers to customer's ID, starting with "cus\_" if you are using Stripe.

### How to Charge with Token <a href="#how-to-charge-with-token" id="how-to-charge-with-token"></a>

Check the documentation of how to create a charge with your payment service provider. Let's take Stipe as an example, to make a payment with a reusable token.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FnazqjuJ3pvFV2tkRL7j7%2Fquestion35.049ec9e4.png?alt=media&amp;token=c2d7281b-adb1-4417-b7be-af6ae2fa3aae" alt=""><figcaption></figcaption></figure>

In the example, a post request is sent to Stripe with a testing API key and a charge amount, currency and the reusable token, i.e. the customer ID.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcWiRShEpWmBXtmDRb0jJ%2Fquestion36.ef4b07e0.png?alt=media&amp;token=d7c4ecc1-c499-461c-8bbe-372cb36baa38" alt=""><figcaption></figcaption></figure>

After hitting the test button, this is the response if succeed:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrGUNmDMvbTcqw2CFZZ36%2Fquestion37.eb0feb0a.png?alt=media&amp;token=78abe281-1430-48ec-9128-fbbb5fcd773c" alt=""><figcaption></figcaption></figure>

In the response you can see there is an id started with "ch\_", which is the payment confirmation code. That means, you've successfully made a payment.

### Description <a href="#description" id="description"></a>

"Description" is submitted along with the payment details. For example, you can put “Payment of $20.52 submitted from Phone Number (xxx)-xxx-xxxx” to create a record to show which call created the payment.

### A Credit Card for Testing <a href="#a-credit-card-for-testing" id="a-credit-card-for-testing"></a>

Use the following card details for testing if needed:

> Credit card number: 4242 4242 4242 4242
>
> Expiry date (MM/YY): 12 25 (pick a date in the future)
>
> Zip code: 94105
>
> CVC security code: 333


# Variable Operation

Built-in operations for variable modification.

There are 6 types of variable:

<table><thead><tr><th width="145">Type</th><th>Storage</th><th>Example</th><th>Operation</th></tr></thead><tbody><tr><td>Text</td><td>letters, words, sentences...</td><td>Hi, Rapidbott.</td><td>cutting, change case, encode, decode...</td></tr><tr><td>Number</td><td>number</td><td>123.45</td><td>+ - x ÷, mod, power, log, root, round...</td></tr><tr><td>Boolean</td><td>either "yes" or "no"</td><td>yes</td><td>assign</td></tr><tr><td>Date</td><td>date</td><td>2021-03-30</td><td>format, add months/weeks/days</td></tr><tr><td>DateTime</td><td>date and time</td><td>2021-03-30 16:52:00</td><td>format, add months/weeks/days/hours/minutes</td></tr><tr><td>JSON</td><td>a series of variables</td><td>{"name":"jack", "age":"10"}</td><td>load, get, update, remove, count, sum, average, sort, shuffle, reverse...</td></tr></tbody></table>

Click "Basic Actions" in the Action step and here are the "Set Variable Value" and "Clear Variable Value".

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fsn4jIIJWuXQA5BJ5W0SL%2Ftempsnip.png?alt=media&amp;token=ed3cb74b-5687-47ba-a1a8-95f2b739b0a2" alt=""><figcaption></figcaption></figure>

### Clear Custom Field / Clear JSON <a href="#clear-custom-field-clear-json" id="clear-custom-field-clear-json"></a>

To clear text, number, boolean, date, datetime variable, please use the **Clear Custom Field** action.

To clear JSON variable, please use the **Remove All Items** operation in the [**JSON Operation**](broken://pages/9xMP1tqNK8ZQGsKKAgnI).

### Clear Variable Value <a href="#clear-variable-value" id="clear-variable-value"></a>

This function allows the user to literally clear a value of a single custom field.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FPs10cDMia32KKdLGqm5E%2FUntitled.png?alt=media&amp;token=7322cfc0-39e8-475c-b8c6-2c8cc4e59c2a" alt=""><figcaption></figcaption></figure>

You just have to choose a specific custom field you want to clear out.

### Clear Multiple Variable Value <a href="#clear-multiple-variable-value" id="clear-multiple-variable-value"></a>

This action allows the user to clear multiple custom field values.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYlfEYMOwpuyleYdbCh07%2FUntitled.png?alt=media&amp;token=1fdb5c61-d09e-4ae8-b506-5a0065928a9b" alt=""><figcaption></figcaption></figure>

Make sure to choose all custom fields whose values you want to clear out.

### Clear All Custom User Fields <a href="#clear-all-custom-user-fields" id="clear-all-custom-user-fields"></a>

If you are looking for a way to clear all custom field values of a user, use this action.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FohPERJdDQ4sBeadOdU9K%2FUntitled.png?alt=media&amp;token=e63ce68e-644c-4731-b62c-464cffa09e9d" alt=""><figcaption></figcaption></figure>

### Input value <a href="#input-value" id="input-value"></a>

"input value" operation is used to assign value to a variable. This operation works for any variable type.

{% hint style="info" %}
"input value" for text variable can be used to connect several text variables. See the below picture for where to put original value and operated value.
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FhrOnw0lMP8YCGI3SG9Xr%2Fvariable2.d9eebed4.png?alt=media&amp;token=bb21f7b3-345c-4316-a89b-dd164277160d" alt=""><figcaption></figcaption></figure>

### Math Formula <a href="#math-formula" id="math-formula"></a>

![condition](https://i.imgur.com/sHDee6i.png)

With this operation, you can now do formula calculation directly in the Action Step - "Set Variable Value" and Condition Step - "Value".

Math operations and function supported:

+, -, \*, e, pi, PI, abs(), min(), max(), ceil(), floor(), log(), pow(), round(), sqrt(), sin(), cos(), tan()

{% hint style="info" %}
If the formula is invalid, the system will return 0 to number variable and empty to text variable.
{% endhint %}

## &#x20;Set Text Variable <a href="#set-text-variable" id="set-text-variable"></a>

#### Trim text <a href="#trim-text" id="trim-text"></a>

| Description                            | e.g. Before | e.g. After |
| -------------------------------------- | ----------- | ---------- |
| remove spaces before or after the text | " abc "     | "abc"      |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOh2x3iB0bYFPA2beCV0L%2Fdownload%20(60).png?alt=media&amp;token=17d8aaae-dff7-4ecf-b0fc-2a09c54a4d91" alt=""><figcaption></figcaption></figure>

### Sub string <a href="#sub-string" id="sub-string"></a>

| Description          | e.g. Before   | e.g. After |
| -------------------- | ------------- | ---------- |
| get part of the text | "Hi, Sendly!" | "Sendly"   |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHHbNuuW1qW2sjE11sSJ4%2FCapture.png?alt=media&amp;token=b4545b64-1896-421b-aeb7-8d6a03821cd2" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Index starts from 0. Every character counts including space and punctuation.
{% endhint %}

### Replace string / replace string case sensitive <a href="#replace-string-replace-string-case-sensitive" id="replace-string-replace-string-case-sensitive"></a>

| Description              | e.g. Before      | e.g. After          |
| ------------------------ | ---------------- | ------------------- |
| replace part of the text | "Hi, Rapidbott!" | "Hello, Rapidbott!" |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FdCtLUIutXZqtUMMEVQfi%2FCapture.png?alt=media&amp;token=58f03385-33ef-4cb8-8c92-341c3aaf1474" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
In case sensitive situation, you have to put exactly "Hi" rather than "hi", "HI" or "hI".
{% endhint %}

### To lower / upper case <a href="#to-lower-upper-case" id="to-lower-upper-case"></a>

| Type          | e.g. Before      | e.g. After       |
| ------------- | ---------------- | ---------------- |
| to lower case | "Hi, Rapidbott!" | "hi, rapidbott!" |
| to upper case | "Hi, Rapidbott!" | "HI, RAPIDBOTT!" |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fixa1NgGaA4RKVN5gVsZ8%2FCapture.png?alt=media&amp;token=1ff0ce00-62f7-4c8b-9376-331f4cefc720" alt=""><figcaption></figcaption></figure>

### Generate random text <a href="#generate-random-text" id="generate-random-text"></a>

| Description | e.g. Before            | e.g. After             |
| ----------- | ---------------------- | ---------------------- |
| as the name | "code: XXXX-####-xxxx" | "code: UBWT-3657-lkzb" |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6AKvSsIwWDJaREvmfJo5%2FCapture.png?alt=media&amp;token=6e42b11d-fee4-44a9-83ba-616fbee1b93e" alt=""><figcaption></figcaption></figure>

This feature is useful when you need to generate one-time verification code or reference code.

### url encode / decode <a href="#url-encode-decode" id="url-encode-decode"></a>

| Type   | e.g. Before          | e.g. After           |
| ------ | -------------------- | -------------------- |
| encode | "Hi, Rapidbott!"     | "Hi%2C%20Rapidbott!" |
| decode | "Hi%2C%20Rapidbott!" | "Hi, Rapidbott!"     |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2VBNAqvG0XEIXFzb70FZ%2FCapture.png?alt=media&amp;token=2a3336ba-ae33-4fb0-b825-25a650172754" alt=""><figcaption></figcaption></figure>

### Base64 encode / decode <a href="#base64-encode-decode" id="base64-encode-decode"></a>

| Description | e.g. Before        | e.g. After         |
| ----------- | ------------------ | ------------------ |
| encode      | "Hi, Sendly!"      | "SGksIFVDaGF0IQ==" |
| decode      | "SGksIFVDaGF0IQ==" | "Hi, Sendly!"      |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FA3jbr55jqrzCkCN5cDlG%2FCapture.png?alt=media&amp;token=e850a7bf-1f1c-44ac-93a3-c4bee8ecdd91" alt=""><figcaption></figcaption></figure>

### To URL friendly slug <a href="#to-url-friendly-slug" id="to-url-friendly-slug"></a>

| Description                                           | e.g. Before       | e.g. After       |
| ----------------------------------------------------- | ----------------- | ---------------- |
| replace spaces with hyphens and remove the rest signs | "it's a good day" | "its-a-good-day" |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOiuMTxhPnjEB2UxeMBdT%2FCapture.png?alt=media&amp;token=99f3e626-92bc-483c-a636-5515880286af" alt=""><figcaption></figcaption></figure>

#### Get text before/after ... <a href="#get-text-before-after" id="get-text-before-after"></a>

Description: get part of the text.

| Type                                       | e.g. Before                   | e.g. After              |
| ------------------------------------------ | ----------------------------- | ----------------------- |
| get text before another text               | name: Sendly, city: Melbourne | name                    |
| get text before last occur of another text | name: Sendly, city: Melbourne | name: Sendly, city      |
| get text after another text                | name: Sendly, city: Melbourne | Sendly, city: Melbourne |
| get text after last occur of another text  | name: Sendly, city: Melbourne | Melbourne               |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FhQBZahkvzHBd71TFObDl%2FCapture.png?alt=media&amp;token=aca80bd8-023a-4337-b71a-285215ec534e" alt=""><figcaption></figcaption></figure>

## Set Number Variable <a href="#set-number-variable" id="set-number-variable"></a>

### Get text length <a href="#get-text-length" id="get-text-length"></a>

| Description | e.g. Before | e.g. After |
| ----------- | ----------- | ---------- |
| as the name | 500.59      | 6          |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTKmaUHpJLvDeJHpYkdIK%2Fdownload%20(61).png?alt=media&amp;token=8fb571bd-6c52-4c6e-af13-bcdddfbff6df" alt=""><figcaption></figcaption></figure>

### Generate random number <a href="#generate-random-number" id="generate-random-number"></a>

| Description | e.g. Before | e.g. After |
| ----------- | ----------- | ---------- |
| as the name | n/a         | 56         |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F9vsKjBUuef0lLwgruArv%2Fdownload%20(62).png?alt=media&amp;token=83a7427a-e7c0-4102-9f94-c9b8ff11e83f" alt=""><figcaption></figcaption></figure>

### Add / subtract / multiply / divide / modulus / power / natural logarithm / square root <a href="#add-subtract-multiply-divide-modulus-power-natural-logarithm-square-root" id="add-subtract-multiply-divide-modulus-power-natural-logarithm-square-root"></a>

| Description | e.g. Before | e.g. After |
| ----------- | ----------- | ---------- |
| as the name | 7           | 8          |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7tcId1nOrGWIjJ8Sexsl%2Fvariable16.f1b406f2.png?alt=media&amp;token=b6862263-fd08-464e-a2ff-ec00d4ed76b8" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
in "natural logarithm", when you are calculating log2(8) = ? put 8 as "Value" and 2 as "Number".
{% endhint %}

### Round <a href="#round" id="round"></a>

| Description | e.g. Before | e.g. After |
| ----------- | ----------- | ---------- |
| as the name | 7.8693      | 7.87       |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FoCKvRwA5I0M4bFDreeRZ%2Fdownload%20(63).png?alt=media&amp;token=2248cdf9-a656-42cb-afbc-1327fc5f59da" alt=""><figcaption></figcaption></figure>

### Floor / ceil <a href="#floor-ceil" id="floor-ceil"></a>

Description: get approximate integer.

| Type  | e.g. Before | e.g. After |
| ----- | ----------- | ---------- |
| floor | 6.55        | 6          |
| ceil  | 6.55        | 7          |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwIRJZ1ZDtkykj0vFhvKj%2Fdownload%20(64).png?alt=media&amp;token=d353c6b6-cb21-410f-bb18-9726de214391" alt=""><figcaption></figcaption></figure>

## Set DateTime Variable <a href="#set-datetime-variable" id="set-datetime-variable"></a>

### From formatted text <a href="#from-formatted-text" id="from-formatted-text"></a>

| Description                            | e.g. Before             | e.g. After          |
| -------------------------------------- | ----------------------- | ------------------- |
| get DataTime value from formatted text | 00:00:00 30th Aug, 2020 | 2020-08-30 00:00:00 |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpsLqCYtjFr8eRfj9XPrI%2Fvariable19.ef7184e3.png?alt=media&amp;token=464772bf-b47f-4cb9-8406-e31eb52af9b6" alt=""><figcaption></figcaption></figure>

### Add minutes / hours / days / weeks / months <a href="#add-minutes-hours-days-weeks-months" id="add-minutes-hours-days-weeks-months"></a>

| Description | e.g. Before         | e.g. After          |
| ----------- | ------------------- | ------------------- |
| as the name | 2021-01-01 00:00:00 | 2021-01-01 00:01:00 |

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlOMuKpXkpboUi7TCqqMe%2Fimage.png?alt=media&amp;token=422b7130-f36a-49d3-94ad-6d6e5f52dfd6" alt=""><figcaption></figcaption></figure>


# JSON Operation

JSON is also a type of variable. It is used to store and manage a series of variables including normal variable and JSON variable.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTbSAD4yYSVP6FN4zbQyc%2Fjson2.f6a1e095%20(1).png?alt=media&amp;token=a04c75a9-9d0c-417f-bbf9-b2c8dca5d21b" alt=""><figcaption></figcaption></figure>

For example, this is a JSON storing a customer's detail:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwEYXDisTsgCS3wLxfDRy%2Fdownload%20(15).png?alt=media&amp;token=b16ef85e-921e-4ea0-b06f-41f933031eb7" alt=""><figcaption></figcaption></figure>

The "JSON Operation" is sitting in the "Basic Actions" list of the Action step.

TIP

{% hint style="info" %}
Various examples have been already embedded in the operation. Select an operation and use the "Examples" button to explore it!
{% endhint %}

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fo9yJfJ3NhTdqIRiDpoCG%2Fjson3.ad87dd56.png?alt=media&amp;token=3adb68b4-1112-446d-9873-04caef269acc" alt=""><figcaption></figcaption></figure>

For example, how to insert an item to a JSON variable:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6C3c4wh7jHjVNlMF5rki%2Fimage.png?alt=media&amp;token=9e6bc91d-f0e5-4557-9394-bf2ad49604ff" alt=""><figcaption></figcaption></figure>


# Send Notification

This action allows your bot to send notification through various channels, including

* Email
* Slack
* SMS
* Phone Call
* WhatsApp
* Telegram
* Viber
* Live Agent

It's all in the "Notification" of your Action step.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FpyUCF5Vntz1NUpdaK94d%2FCapture.png?alt=media&amp;token=41a94834-2add-4804-84eb-93620a536e2e" alt=""><figcaption></figcaption></figure>

### Email Notification <a href="#email-notification" id="email-notification"></a>

To send an email notification, you will need to setup your email integration first. Check [how to setup email integration](broken://pages/f6DXZKrVhTHPj9Hup1Ey)?

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FB5h3f9fBfTVoJoboJEHn%2FCapture.png?alt=media&amp;token=b8bc9be8-4e1c-46ef-800d-2bbec6ea41e4" alt=""><figcaption></figcaption></figure>

Unlike "Send Email" step, email notification only supports text message type. Check "[Send Email](#email-notification)" step in "Email Integration" page if you need more message types like images, buttons, files, etc.

Put the sender's address at "Email Profile" and the receiver's address at "To Email".

### Slack Notification <a href="#slack-notification" id="slack-notification"></a>

Similarly, to send a slack notification, you will need to setup your slack integration first. Check how to setup slack integration?

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQhh2lZ2OZJT5g3BhVmSu%2FCapture.png?alt=media&amp;token=43d6aeb0-fbe0-4342-a8ca-bf3c8c520f76" alt=""><figcaption></figcaption></figure>

In the pop-up window,

1. choose a Webhook
2. choose a default channel or name another one
3. pick a message type, add as many as needed
4. for example, "Section" type, put your message at area 4 and add photo or field value if needed
5. use the "Test" button to send the message for test and adjust accordingly
6. once finished, click "Save".

### SMS Notification <a href="#sms-notification" id="sms-notification"></a>

Setup a sender number before you make a SMS notification. Check how to add [phone number](broken://pages/8p02bVCFUboAdi9TULEO#whatsapp-sms-voice-bot)?

You can use the "generate random text" operation with text variable to get a random security code and send out for verification purpose.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVhCvJKhyLX7HfonOZa9N%2FCapture.png?alt=media&amp;token=b8882b39-4361-4a0e-8d4c-c1a944df8816" alt=""><figcaption></figcaption></figure>

Choose a sender and receiver, put message and here you go!

### Make Phone Call <a href="#make-phone-call" id="make-phone-call"></a>

Same as SMS notification, a phone number is needed to make a phone call. Check how to add phone number?

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FlMCXWYXZ5GRoXzEjNfEO%2Fnotification5.c0ce6875.png?alt=media&amp;token=b58b20fe-0869-4b55-8c15-09409c3cda2a" alt=""><figcaption></figcaption></figure>

Moreover, you must make a voice flow connected to this phone number otherwise your voice bot don't know what to say.

### Ref Payload <a href="#ref-payload" id="ref-payload"></a>

**Ref payload** is used to passing on a message to the voice bot.

For example, set the payload to "support" here in the notification action and in your voice flow:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FssFtGg8zcpPjs341SAeJ%2Fnotification6.9db9e112.png?alt=media&amp;token=5b10dcb6-9453-47ee-b029-bb51c82d309a" alt=""><figcaption></figcaption></figure>

Goto the **Start Step** in your **Main Flow** and save the ref payload in a custom field.

{% hint style="info" %}
You can pass on a JSON variable in the ref payload but base64 encode and decode are needed before and after this. See base64 operations in **Set Custom Field**.
{% endhint %}


# Condition Step

With the Condition step, you can go to different steps/sub flows depends on conditions.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FzQ0TYOOfqgkPiS5EuE2J%2Fcondition1.774d8436.png?alt=media&amp;token=bf9ceff5-fd16-4c8e-9e31-71f65d69d3eb" alt=""><figcaption></figcaption></figure>

In your Condition step, click on "+ Add Condition Group" to set at least one condition group. "Otherwise" group is always there.

You can make as many condition groups as you need. The matching start from the top to the bottom, once a group matched, the system goes to a named step. When it fails to match all condition group, the "Otherwise" group will take over it. So it's always a good practice to name a step in the "Otherwise" group even it is very unlikely to be used.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMRnlV0vHTnqFK0Vl18a0%2Fcondition2.893ff9da.png?alt=media&amp;token=1ba9036f-5e07-4436-a005-3b45314c962d" alt=""><figcaption></figcaption></figure>

Another important thing to know is the difference between "All conditions" and "Any conditions". It is sitting at the upper right corner of each condition group.

You can list more than 1 condition in a condition group. When you do, it matters whether you choose "All" or "Any".

"All Condition" means to get this group matched, you will need to have all the conditions matched in the group.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUE6zozZNZPWj89ZKLHq2%2Fcondition3.6595780e.png?alt=media&amp;token=b519cb24-008f-495d-8f4f-40eba457b7fe" alt=""><figcaption></figcaption></figure>

However, to get a group with "Any Condition" matched, you only need to have one of the conditions matched.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSmIZoI11NL8BdriIf6Z3%2Fcondition4.7106b88e.png?alt=media&amp;token=4124ab2c-d7aa-4c71-b326-79f8c1beee47" alt=""><figcaption></figcaption></figure>

### Tag & Sequence Condition <a href="#tag-sequence-condition" id="tag-sequence-condition"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FztG67zG8dniL8qKNCu0C%2Fdownload%20(67).png?alt=media&amp;token=525b671e-532e-4f9c-a5b2-c41d7fcb6a1d" alt=""><figcaption></figcaption></figure>

For tag and sequence condition, you can choose "in" or "not in" from the "Operator". Choosing multiple tags/sequences is allowed.

### Text Variable Condition <a href="#text-variable-condition" id="text-variable-condition"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FnRTEDtHIGjZhuGB2kP30%2Fdownload%20(68).png?alt=media&amp;token=6d75e9c8-7ad0-434c-a67a-f79a22d76c55" alt=""><figcaption></figcaption></figure>

These are all the operators for text condition.

For "**has any value**" and "**is empty**" of all variable types, when you clear a variable, the variable becomes empty. Thus, "has any value" is false and "is empty" is true for this variable.

### Number Variable Condition <a href="#number-variable-condition" id="number-variable-condition"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F0vbMr0LaDJX65j23ncC4%2Fcondition7.45b2d1df.png?alt=media&amp;token=80d2df93-285e-478a-bc89-d90b0ff1e33a" alt=""><figcaption></figcaption></figure>

These are all the operators for number condition.

### DataTime Variable Condition <a href="#datatime-variable-condition" id="datatime-variable-condition"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6cCrz1dKBtlqa8GLSgEN%2Fdownload%20(69).png?alt=media&amp;token=a5f36952-0e6d-43d4-b569-90858c47fe5b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fllz8fGwNdJd43nIzyRzQ%2Fdownload%20(70).png?alt=media&amp;token=e65b371f-0876-428d-b79f-be930d1572c1" alt=""><figcaption></figcaption></figure>

These are all the operators for DateTime condition.

Note that you will need to put "value" always as the correct format "yyyy-MM-dd HH:mm:ss" no matter which displayed format you choose for that variable.

{% hint style="info" %}
"**before/after**" is different from "**time before/after**". The former compare the whole **datetime** value while the latter only compare the **time** value.
{% endhint %}

### JSON Variable Condition <a href="#json-variable-condition" id="json-variable-condition"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fl4tTwyXhjKrqRyxOCm00%2Fcondition10.e0e406e9.png?alt=media&amp;token=5df4d81f-8829-4170-840f-55e3413672ec" alt=""><figcaption></figcaption></figure>

These are all the operators for JSON condition.

{% hint style="info" %}
The very last 3 operators, "has item matched with ...", require the JSON to be a list of variables, not a list of JSON. In other words, if your JSON is storing a list of normal variables, these 3 operators work. They won't work for a JSON storing a list of JSON.
{% endhint %}

### Custom Input <a href="#custom-input" id="custom-input"></a>

Custom input is built for compare values in JSON variable. Search "custom input" in the **if** field:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUNceZT1Mn1ow3az2Bj50%2Fdownload%20(72).png?alt=media&amp;token=0ae972e0-37eb-452f-bf0f-2daed6ceb2f7" alt=""><figcaption></figcaption></figure>

Pick a value from a JSON, then you can compare it as you use the text variable condition.

### Math Formula <a href="#math-formula" id="math-formula"></a>

![condition](https://i.imgur.com/sHDee6i.png)

With this operation, you can now do formula calculation directly in the Action Step - "Set Variable Value" and Condition Step - "Value".

Math operations and function supported:

+, -, \*, e, pi, PI, abs(), min(), max(), ceil(), floor(), log(), pow(), round(), sqrt(), sin(), cos(), tan()

{% hint style="info" %}
**Please note that**

If the formula is invalid, the system will return 0 to number variable and empty to text variable.
{% endhint %}


# Split Step

With Split step, you can go to different steps/flows depends on probability.

Split step can be used to build many interesting functions, like

* changing speeches rather than same responses all the time
* testing your new functions with just a small group of clients to get feedback
* or making a fun lottery!

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FMwA02FEi71EmdPEQLbJ6%2Fdownload%20(73).png?alt=media&amp;token=d2ad3676-26ff-4dd8-ad5e-94ea8c01eb73" alt=""><figcaption></figcaption></figure></div>

In your Split step,

1. click "+ New Variation", add more than 2 variations
2. change variation title if needed
3. adjust weights as you want
   * directly put percentage numbers like 30 and 70 then you will get 30% and 70%
   * alternatively, put weights like 1 and 2 and let the system calculates the percentages 33% and 67% for you
4. select next steps for each variation
5. save the picked variation for later use if needed

### Usage Examples <a href="#usage-examples" id="usage-examples"></a>

Changing Speeches:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbkQDHDPTv8MWTmHZSbIk%2Fsplit3.ba702983.png?alt=media&amp;token=81a27109-2c8e-4f3d-bf88-7057c939eb6e" alt=""><figcaption></figcaption></figure>

Testing new Functions & Get Feedback:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FHWlj1kdWxjsuwir0JCxB%2Fsplit4.03a7fc4e.png?alt=media&amp;token=8b54362a-82cd-46a3-aa6a-304fb50af852" alt=""><figcaption></figcaption></figure>

Fun Lottery:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FkuaRAtw9r8eEdksed0fX%2Fimage.png?alt=media&amp;token=4ef54391-3e8a-44a5-a311-f24d9dd670dd" alt=""><figcaption></figcaption></figure>


# Go To Step

"Goto Step" helps you jump to another step in the current subflow or jump to the start point of another subflow.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvOKTWhkrUopPb8H2Pwzb%2Fgoto3.be4463a0.png?alt=media&amp;token=3b461bb8-ae3d-4d00-a401-f41ae1e59090" alt=""><figcaption></figcaption></figure>

Create new subflow directly, or choose an existing one. You can only jump to a step in the current subflow.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fvsi0t0ug9vOfQgpAm6ic%2Fgoto4.ce510ca8.png?alt=media&amp;token=55c4e843-8ac3-4cc6-940e-fc597b667ada" alt=""><figcaption></figcaption></figure>

Goto Step is going to make your flow look more organized and clear to understand.

Before using Goto:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FuvmfwV2R3EsoHEujbbuU%2Fgoto1.b2a5cf98.png?alt=media&amp;token=0ff3833d-6c5f-4607-af43-20084a95fac3" alt=""><figcaption></figcaption></figure>

After using Goto:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FfvqplmO3KElzDluBUly8%2Fimage.png?alt=media&amp;token=21180047-a860-43be-8e51-a4c2437b840e" alt=""><figcaption></figcaption></figure>


# Mark Conversation Open/Pending/Spam/Done/Invalid

### Mark Conversation Open <a href="#mark-conversation-open" id="mark-conversation-open"></a>

This option can be utilized when you open the conversation in any situation, Please note that by default all the conversations would be Open unless we don’t set up any function inside it.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOPIZZVuwE8Bb95SuShGM%2Fimage.png?alt=media&amp;token=7f101965-a7bb-4b1f-8e06-937000b81f07" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FGj2ebY8kegoPL75c8nN2%2Fimage.png?alt=media&amp;token=8336aae8-494a-440a-b524-d3f91e47f91d" alt=""><figcaption></figcaption></figure>

### Mark Conversation Pending <a href="#mark-conversation-pending" id="mark-conversation-pending"></a>

This option will automatically set the status of the chat as Pending, A use case might be like if a Shop has three categories.

* Shipping
* Payment
* Refund

So if the user selects Refund, the bot will mark this chat status as **Pending** for emphasizing this chat information to the chat agent.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5Spl1YEpxGermSPEoOYx%2Fimage.png?alt=media&amp;token=e28d4c23-25e5-4f1c-8941-e130bffa08a9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAtKuhaLGmoDPMGpT5pte%2Fimage.png?alt=media&amp;token=7d6516cb-e04f-447b-9793-6f349df4e20f" alt=""><figcaption></figcaption></figure>

**Watch on the Live chat Screen:**\
Here you can see that the chat status is set to Pending status when the user selects the Refund option in the chat section.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvIgDrNdzogaTEIVyLtgz%2Fimage.png?alt=media&amp;token=1b3d9107-f4bd-44cf-9eee-46061f457942" alt=""><figcaption></figcaption></figure>

### Mark Conversation Spam <a href="#mark-conversation-spam" id="mark-conversation-spam"></a>

Chat can be marked spam, We need to ensure that the chatbot provides accurate and reliable information, while building bot we can mark users' chat to Spam to avoid distraction.

### Mark Conversation Done <a href="#mark-conversation-done" id="mark-conversation-done"></a>

Chat can be marked done on certain cases, What if your flow has success and the user got what he desired? You can set this in a particular action set Done. So in that way, your Chat Agent will not opt for the Done status chat.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fat81aCD8uAkDdysb3OXC%2Fimage.png?alt=media&amp;token=7fed4ed0-dfb0-4190-87c6-479de7a55ffa" alt=""><figcaption></figcaption></figure>

So Let’s say Whenever the user selects the Rating option we will mark the conversation status Done.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FoI1n7m8KWESIcRlhClEK%2Fimage.png?alt=media&amp;token=19097525-6a8e-4dd8-8eb9-c8f3e6f5e240" alt=""><figcaption></figcaption></figure>

### Mark Conversation Invalid <a href="#mark-conversation-invalid" id="mark-conversation-invalid"></a>

A conversation can be marked invalid based on certain criteria, a lead that is not fulfilling the business case of an agent/bot may marked invalid.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FO76o8AYUH7tBbN9ZNEGO%2Fimage.png?alt=media&amp;token=d44b6bd3-894a-4599-8e35-d52c97b0b119" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**Note:** When a conversation is marked as invalid, the chat/contact is moved to the "Invalid" inbox. Invalid users cannot trigger the chatbot. This action is irreversible, and to remove invalid status, the contact must be manually deleted from the chatbot.
{% endhint %}


# Add note to teammates

A note to teammates can be used as a reminder, Just in case in the below case whenever the User selects the Refund option the agent will receive the notes from the bot about the instruction/caution. Note these notes will not be visible to bot users.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fv2nenrOH5pwhfuByVqiQ%2Fimage.png?alt=media&amp;token=d5457aa1-652b-459d-a410-eb50dba67406" alt=""><figcaption></figcaption></figure>

**Live Chat Screen**

The note can be seen on the Live Chat screen plus an agent also make some notes by clicking on the bottom of the screen on Note.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FgxPK9OtrccDc3vek6T08%2Fimage.png?alt=media&amp;token=29c56399-b99c-484f-b108-f679205d9832" alt=""><figcaption></figcaption></figure>


# Delete Bot User

A new feature that allows you to set a user limit for your chatbot and automatically delete excessive users. This update streamlines the process of managing and maintaining your chatbot's user base.

#### Method 1: Action Step <a href="#method-1-action-step" id="method-1-action-step"></a>

The first method involves using an action step within your chatbot flow. Simply locate the "Delete Bot User" action step under the Basic Actions category. When the flow reaches this step, it will automatically delete the user, ensuring that subsequent messages or conditions are not processed.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FeCpuD866MVmQxKQgR0m1%2Fimage.png?alt=media&amp;token=6bfbe041-7d3c-4cad-9309-2eb7fca3b1aa" alt=""><figcaption></figcaption></figure>

#### Method 2: Set Bot User Limits <a href="#method-2-set-bot-user-limits" id="method-2-set-bot-user-limits"></a>

Another way to automatically delete users is by setting bot user limits in the Rapidbott settings. Under the General section, you'll find the "Bot User Limit" option. By specifying a value greater than zero, the system will periodically check the total number of users and delete the oldest users if the limit is exceeded.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F30Axx6JT0aGQthNcQoii%2Fimage.png?alt=media&amp;token=be9b4df8-9fa2-4bd0-a594-39a9b277b75f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FbSzPJBb9SgWYWIn0wI9S%2Fimage.png?alt=media&amp;token=acc2ebfc-d568-420a-b20b-bb9e44fd4b50" alt=""><figcaption></figcaption></figure>

#### Monitoring User Count: <a href="#monitoring-user-count" id="monitoring-user-count"></a>

To keep track of the number of users, head over to the Analytics section. Here, you'll find insights into the total number of bot users. This information will help you determine the appropriate user limit for your chatbot.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtOx1xYy2McjVNO5mvnky%2Fimage.png?alt=media&amp;token=645e37b9-ba5d-4435-af81-186e5cfdd392" alt=""><figcaption></figcaption></figure>

#### Additional Options: <a href="#additional-options" id="additional-options"></a>

If you prefer a more customized approach, you can create triggers based on specific conditions. For example, you can set a trigger to delete a user if there has been no interaction for a specified period. By using time-based triggers, you have greater control over the deletion process.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXgGXhDxrMtXoHJiWFA8r%2Fimage.png?alt=media&amp;token=75d16119-0849-432c-abba-05b5e8fb9aa4" alt=""><figcaption></figcaption></figure>


# Assign to agent/agent group

#### **Assign to Agent & Assign to Agent Group** <a href="#assign-to-agent-and-assign-to-agent-group" id="assign-to-agent-and-assign-to-agent-group"></a>

You can streamline chat management by assigning interactions directly to specific agents or agent groups within the flow. Here's how:

1. **Navigate to the Action Node:**

* Go to the Action node in your flow editor.
* Select the basic action options available for chat management.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F7wzMZCGx7s7idp1bp4J8%2FUntitled.png?alt=media&amp;token=0782f52c-db1a-40a1-b876-f438933fad93" alt=""><figcaption></figcaption></figure>

**Assign to Agent**

**Assigning to an Individual Agent:**

* From the list of agents, select the specific agent you want to handle the chat.
* This ensures the chat is directed to the chosen agent, allowing for personalized and efficient user support.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fa2TOgJ3Al0fOtzFPZuY8%2FUntitled.png?alt=media&amp;token=3d2f4e61-87f0-476d-9308-a23e8b441008" alt=""><figcaption></figcaption></figure>

**Assigning to an Agent Group:**

* Select an agent group from your list of agent groups.
* This allows the chat to be handled by any available agent within the group,

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FoKXbp0CX55mNkXskMeqD%2FUntitled.png?alt=media&amp;token=9626ff60-70fb-42c9-9ee4-d0d698889e2d" alt=""><figcaption></figcaption></figure>

In the agent group, we have some default groups,&#x20;

#### **Default Agent Groups**  <a href="#default-agent-groups" id="default-agent-groups"></a>

**Default Group 1 - All Users (Random)**

This group includes all workspace members, such as the Owner, Admin, members, and agents. Tasks or chats are assigned randomly to any member of this group.

Useful when you want to distribute tasks without considering the current workload or specific roles.

**Default Group 2 - All Users (Least Assigned)**

This group includes all workspace members. Tasks or chats are assigned to the member with the fewest assignments, balancing the workload evenly.

Ideal for ensuring an even distribution of tasks across all users in the workspace.

**Default Group 3 - All Users (Round Robin)**

This group includes all workspace members. Tasks or chats are assigned in circular order, ensuring each member gets a turn sequentially.

Suitable for evenly distributing tasks predictably and fairly.

**Default Group 4 - Only Agents (Random)**

This group includes only the agents in the workspace. Tasks or chats are assigned randomly to any agent in this group.

Useful when you want to distribute tasks among agents without considering their current workload.

**Default Group 5 - Only Agents (Least Assigned)**

This group includes only the agents in the workspace. Tasks or chats are assigned to the agent with the fewest assignments, balancing the workload evenly.

Ideal for ensuring an even distribution of tasks, specifically among agents.

**Default Group 6 - Only Agents (Round Robin)**

This group includes only the agents in the workspace. Tasks or chats are assigned in circular order, ensuring each agent gets a turn sequentially.

Suitable for evenly distributing tasks among agents predictably and fairly.


# Resume Bot Automation

If a bot stops responding, user messages can go unanswered unless an agent intervenes. To prevent this, we've implemented several ways to resume bot automation seamlessly. Let's explore these methods in detail.

### **Basic Action Resume Bot** <a href="#basic-action-resume-bot" id="basic-action-resume-bot"></a>

#### **Simple and Effective** <a href="#simple-and-effective" id="simple-and-effective"></a>

You can resume automation at any point in your flow using the action node. Here's how:

1. **Navigate to the Action Node**: Find the point in your flow where automation needs to resume.
2. **Select Basic Actions -> Resume Automation**: This will instantly reactivate the bot, allowing it to continue its tasks and respond to users.

This straightforward method ensures the bot gets back on track without missing a beat.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FVqdbf61rJDIlks0IW2wx%2FUntitled.png?alt=media&amp;token=784432aa-f8a1-4c57-84eb-6323dd687283" alt=""><figcaption></figcaption></figure>

### **Resume in Live Chat** <a href="#resume-in-live-chat" id="resume-in-live-chat"></a>

In live chat, agents often work within a timed framework. To ensure automation resumes smoothly:

1. **Monitor the Timer**: A timer usually manages the duration of agent responses.
2. **Click the 'X' Sign**: This action closes the timer and resumes the bot's automation.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F767MtDQy5cABpvaZIO4w%2FUntitled.png?alt=media&amp;token=6a46a1f4-b117-489e-891d-d1c1e2169382" alt=""><figcaption></figcaption></figure>


# Talk to human/Pause automation

This doc will guide you on how to allow users to talk with your agent and pause automation when needed.

**Talk to Human & Pause Automation in the Flow**

1. **Pause Automation in the Flow:**

* At any point in the flow, you can provide users the option to talk to a human agent.
* This feature pauses the automation temporarily, allowing real-time human interaction.
* In Action node -> Basic actions -> Talk to Human/Pause Automation

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FiZz799ZjraGcBPqKuC0H%2Fimage.png?alt=media&amp;token=5d3c35e0-b486-468e-8d11-2cf361377f88" alt=""><figcaption></figcaption></figure>

2. **Adding Pause from Live Chat:**

* You can also initiate a pause directly from the live chat interface.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fu08ADEUf9JT5re0vQSZI%2FUntitled.png?alt=media&amp;token=6a064f5e-ae74-43e8-b737-764bf0df1428" alt=""><figcaption></figcaption></figure>


# Advanced Actions


# External Request

With external requests, you can call APIs from other third parties or your own server to request data, submit data and etc.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrF8oVV3IEjRjtOwwS4fn%2Fexternal-request1.7c27838f.png?alt=media&amp;token=a55e6ed9-8e5b-474e-a8b8-0648e86d312a" alt=""><figcaption></figcaption></figure></div>

In an Action step, find "External Request" in "Advance Actions" and click "Add your request" then start editing it:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXexQubMKN3pOyd5iqkEU%2Fexternal-request2.cddb7524.png?alt=media&amp;token=b598699d-59aa-4312-a872-41545fd59911" alt=""><figcaption></figcaption></figure>

1. choose a request type such as GET, POST, etc
2. paste your request URL / endpoint
3. adjust "URL parameters", "Headers", "Body" or "Authorization" section if needed. e.g. setup API key
4. click "Test" and area 5 will show in the "Response" section with a response code
5. click on "Response Headers" to expand the header for more details and the received data is in blue
6. choose which part of the data you need by clicking the circle on the left-side accordingly
7. after clicking area 6, the JSON path for the selected data is automatically shown here. $ means the whole JSON.
8. choose which custom field to store the data. You can create a new field here by typing in a field name and clicking it in the drop-down. Click the "Add" button to add to the mapping list
9. finally, the mapping shows in area 9. Add as many mapping as needed and click "Save".

{% hint style="info" %}
Make sure you provide testing data for any one of the fields/variables in the settings before you use the **Test** button.
{% endhint %}

### URL Params <a href="#url-params" id="url-params"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FBeA7yOGLCu4iRVOOEetn%2Fexternal-request3.b9dc4b09.png?alt=media&amp;token=ed532209-223d-4ade-9414-8f1d1b720ba9" alt=""><figcaption></figcaption></figure>

In the above screenshot, we can see that there is a URL parameter in the endpoint called "user\_name". Remember to copy the endpoint down and provide a testing value.

Alternatively, you can use the **URL Params** sections for the same result.

### Headers

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fy4MifiYe9778MywX9YSR%2Fdownload%20(66).png?alt=media&amp;token=f7bdda06-ef43-4f3f-9c38-a4ca21e6d987" alt=""><figcaption></figcaption></figure>

Same as **URL Params**, put your key name first, then insert the variable and provide a testing value.

### Authorization

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2RLiejCdD1JL4JYhtk4M%2Fexternal-request5.41686223.png?alt=media&amp;token=887240c9-df58-4804-9caf-6cda03f41494" alt=""><figcaption></figcaption></figure>

Alternatively, put the token in the **Authorization** section. It's going to be less error-prone (sometimes people just forgot the "Bear " in front of the token).

Moreover, for **Basic Auth**, simply put your username and password value and the system will do the base64 encoding for you.

### Body <a href="#body" id="body"></a>

To include a file itself in the parameters, use **multipart/form-data**:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FvzaVOWcoNl0p69OWJFH9%2Fexternal-request6.48902713.png?alt=media&amp;token=b4cbdda6-e2df-41ef-acfc-4a3782642704" alt=""><figcaption></figcaption></figure>

**x-www-for-urlencoded** works just like **URL Params** or **Headers** section.

Instead of listing all the payloads in **x-www-form-urlencoded**, you can also paste the example payload in raw JSON:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FtC4K48fYg2EM19nh4Xtq%2Fexternal-request7.a95b57ba.png?alt=media&amp;token=e3644c3f-9424-42f0-bb0e-c17968fcf822" alt=""><figcaption></figcaption></figure>

On the left-hand side, **Body Content**, paste or write your JSON first, when you insert a variable, the **Test body content** shows on the right side immediately. It's to specify a testing JSON value.

Click on **Copy from body content** to copy the whole JSON structure. All the variables will be replaced by {{`variable_name`}}. Remove the placeholder and put your testing values.

### Testing <a href="#testing" id="testing"></a>

Once you are ready, click on the **Test** button next to the URL endpoint or in the **Response** section.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FrKRdU4xzc3CIopviMN68%2Fexternal-request8.d05241c5.png?alt=media&amp;token=2a7d872f-5703-41c9-8f87-3f3021ebfcb6" alt=""><figcaption></figcaption></figure>

Besides the tips about how to map data above, you might also want to save the values in the response header for later use. Simply expand the header, click on a value in the header and the JSON path to it shows automatically there.


# Field variable

## Field variable

Before the detailed introduction of each step, let's take a look at what is **field(variable)**. It might take you a moment but this is essential to know more about the system. Field, aka variable, is a container to hold a value.

| Classification                                                                                             | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| ---------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| S**ystem** field and C**ustom** field                                                                      | System field is created by the system with pre-defined variable name and type, while custom field is defined by yourself                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| B**ot** field and U**ser** field                                                                           | Bot field is shared in the whole bot, while each user has his/her own set of user fields                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| T**ext** field, N**umber** field, B**oolean** field, D**ate** field, D**atetime** field and **JSON** field | <p>Different variable types<br><br></p><p>Certainly! Here are layman descriptions for each of those fields:</p><ol><li>Text Field: Think of this like a blank space where you can type words or sentences, like filling in your name or writing a message.</li><li>Number Field: It's like a slot for putting in numbers, such as ages, quantities, or scores, just like entering a phone number.</li><li>Boolean Field: This is like a simple on/off switch. It's either true (on) or false (off), like a light switch in your home.</li><li>Date Field: Imagine a calendar where you pick a specific date, like your birthday or an appointment day.</li><li>Datetime Field: This is like a combination of a date and time. It's when something happens, like scheduling a meeting for both date and time.</li><li>JSON Field: Think of this as a box where you can store lots of different information in a structured way, like packing various items neatly in a single container.</li></ol><p></p> |
|                                                                                                            |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |

#### User Field <a href="#user-field" id="user-field"></a>

User field belongs to users. For example, each user has their own name and email address. So "name" and "email" are user fields.

#### Bot Field <a href="#bot-field" id="bot-field"></a>

Bot field belongs to the bot. For example, a restaurant bot holds an address and contact number of the restaurant. So "restaurant\_address" and "restaurant\_contact" should be created as bot fields. Because you don't want to manage different addresses or contacts of your restaurant for every user.

#### System Field <a href="#system-field" id="system-field"></a>

System field is created by the system with pre-defined variable name and variable type. There are system bot field and system user field:Some system fields only exist in the specific channel. Check the table below for how to edit system field:

| Field Name                             | Field Type | Variable Type | Description                                                 | How to Edit                                        |
| -------------------------------------- | ---------- | ------------- | ----------------------------------------------------------- | -------------------------------------------------- |
| User Ns                                | user field | text          | user identification in                                      | non-editable                                       |
| User Id\*                              | user field | text          | user identification from the channel                        | non-editable                                       |
| First Name                             | user field | text          | profile info                                                | in Question Step/Action Step                       |
| Last Name                              | user field | text          | profile info                                                | in Question Step/Action Step                       |
| User Name                              | user field | text          | profile info                                                | in Action Step                                     |
| Gender                                 | user field | text          | profile info                                                | in Action Step                                     |
| Email                                  | user field | text          | profile info                                                | in Question Step/Action Step                       |
| Phone                                  | user field | text          | profile info                                                | in Question Step/Action Step                       |
| Profile Image                          | user field | text          | profile info                                                | in Question Step                                   |
| Locale                                 | user field | text          | profile info                                                | non-editable                                       |
| Timezone                               | user field | text          | profile info                                                | non-editable                                       |
| Language                               | user field | text          | profile info                                                | in Action Step                                     |
| Subscribed                             | user field | datetime      | subscribed time                                             | non-editable                                       |
| Last Text Input                        | user field | text          | user's last input                                           | edited by system                                   |
| Last Interaction                       | user field | datetime      | last action time                                            | edited by system                                   |
| Last Button Title                      | user field | text          | last button pressed                                         | edited by system                                   |
| Flow Ns                                | bot field  | text          | flow(bot) identification                                    | non-editable                                       |
| Sub Flow Ns                            | bot field  | text          | sub flow identification                                     | non-editable                                       |
| Page Name                              | bot field  | text          | connected Facebook page name                                | non-editable                                       |
| Page Id                                | bot field  | text          | connected Facebook page id                                  | non-editable                                       |
| Page User Name                         | bot field  | text          | username of the page in Facebook                            | non-editable                                       |
| Last FB Comment                        | user field | text          | user's last comment text in the Facebook page               | edit by system                                     |
| Last FB Comment Post Id                | user field | text          | post id of where user put the last comment                  | edit by system                                     |
| Last FB Comment total tagged users     | user field | number        | tagged users amount in last comment                         | edit by system                                     |
| Last FB Comment total new tagged users | user field | number        | tagged but haven't subscribed(to bot) users amount          | edit by system                                     |
| Last FB Comment is existing users      | user field | number        | before this comment, is he/she an existing user? yes=1,no=0 | edit by system                                     |
| Live Chat Url                          | user field | text          | (for agent) visit to talk to user in live chat              | edit by system                                     |
| **NOW**                                | user field | datetime      | current time in user's timezone\*                           | edited by system                                   |
| **TODAY**                              | user field | date          | current date in user's timezone\*                           | edited by system                                   |
| **BOT\_CURRENT\_TIME**                 | bot field  | datetime      | current datetime in workspace's timezone                    | edited by system                                   |
| **ITEM**                               | user field | array (JSON)  | each item in a JSON                                         | in "For Each" message                              |
| **SELECT**                             | user field | array (JSON)  | selected item                                               | in "Select" new step                               |
| **SHOP**                               | bot field  | array (JSON)  | store information                                           | in Ecommerce Integration                           |
| **CART**                               | user field | array (JSON)  | user shopping cart                                          | in Action Step                                     |
| **ORDER**                              | user field | array (JSON)  | user's last order                                           | edited by system                                   |
| **User**                               | user field | array (JSON)  | user's profile                                              | edited by system according to other profile values |
| **DialogFlow**                         | user field | array (JSON)  | DialogFlow response                                         | edited by DialogFlow agent                         |

If the channel doesn't support timezone in user's profile, or, the channel supports but the user don't have a timezone value, workspace timezone will be used instead.

#### User Id in Different Channels: <a href="#user-id-in-different-channels" id="user-id-in-different-channels"></a>

| Channel   | Meaning                           | Example Value                        |
| --------- | --------------------------------- | ------------------------------------ |
| Facebook  | Unique Id in your Facebook page   | 6288386817841812                     |
| Instagram | Unique Id in your Instagram bot   | 6570462892993643                     |
| Telegram  | Unique Id in your Telegram bot    | 1173717756                           |
| Slack     | Unique Id in your Slack workspace | U017MKNENH                           |
| WeChat    | Unique Id in your WeChat account  | oNzS3wpEjnA3tXmOcNxpqtAnBwWg         |
| WhatsApp  | User's phone number without **+** | **61412345678**                      |
| SMS       | User's phone number               | **+61412345678**                     |
| Voice     | User's phone number               | **+61412345678**                     |
| Google    | Conversation Id from Google       | 8095938e-90cf-4347-ab94-9224308672b0 |
| Line      | Unique Id in your Line bot        | Ub02c77c69c59c5be5597d58ce2701ebe    |
| Viber     | Unique Id in your Viber bot       | mdY9hOWdeQC6J/Sl19Qh8A==             |
| Vk        | Unique Id in your Vk bot          | 705862439                            |

The unique id from the channel is only unique in your Facebook page, Telegram bot, Slack workspace or WeChat account, not the unique id in the whole Facebook, Slack, etc.

#### Variable Type <a href="#variable-type" id="variable-type"></a>

There are 6 types of variable in Sendly:

| Type         | Storage                              | Example                     | Operations Supported                                                      |
| ------------ | ------------------------------------ | --------------------------- | ------------------------------------------------------------------------- |
| Text         | letters, words, sentences...         | Hi, Sendly.                 | cutting, change case, encode, decode...                                   |
| Number       | numbers                              | 123.45                      | + - x ÷, mod, power, log, root, round...                                  |
| Boolean      | either "1" or "0", for true or false | 1                           | assign                                                                    |
| Date         | date                                 | 2021-03-30                  | format, add months/weeks/days                                             |
| DateTime     | date and time                        | 2022-01-01T12:00:00+10:00   | format, add months/weeks/days/hours/minutes                               |
| JSON (array) | a series of variables                | {"name":"Jack", "age":"20"} | load, get, update, remove, count, sum, average, sort, shuffle, reverse... |

#### Boolean Value <a href="#boolean-value" id="boolean-value"></a>

When these values stored in the field, the boolean return **false**, otherwise it goes **true**:

* null
* empty
* 'false'
* false
* 'no'
* 0

#### Create Custom Field <a href="#create-custom-field" id="create-custom-field"></a>

Wow, now you are a master 👨‍🎓 of field! Let's try it out! 😎😎You can create variables in 2 ways:

| Place                                                                             | Type Supported         |
| --------------------------------------------------------------------------------- | ---------------------- |
| in Contents section                                                               | user field & bot field |
| anywhere you need to map result to variable, e.g. Question step, Integration, etc | user field only        |

#### Create Custom Field in Contents Section <a href="#create-custom-field-in-contents-section" id="create-custom-field-in-contents-section"></a>

​![](https://289455019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRaLazqQDW4JMiGe2iyKg%2Fuploads%2FVKiceqIVOOrNMUHD6fp7%2Fquestion2.c75fbeab.png?alt=media\&token=600fc958-f13f-492f-934d-560b69a0abf7)

1. Go "Contents" from the left sidebar
2. Select User Fields or Bot Fields
3. Use folder to organise your fields if needed

![](https://289455019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRaLazqQDW4JMiGe2iyKg%2Fuploads%2FaqvA4bgIQhnR2mJMQWBn%2Fquestion3.668bd8e2.png?alt=media\&token=73bbe4de-fa15-42e7-8c23-30d7783a30df)Click the blue "+ New User/Bot Field" button on the right side&#x20;

To create a field. "Field Name" is a must. You can use any character to separate words like underline or space. We suggest you keep the field name as concise as possible, to avoid any possible display issue.After that, pick a variable type. Add default value or description if needed. (default value is for bot fields only)Folders can be used to organise variables. Trust me, you will need it when your flow goes big. 🧐

#### Create Custom Field in Question and Action Step <a href="#create-custom-field-in-question-and-action-step" id="create-custom-field-in-question-and-action-step"></a>

To create new fields in for example, the question step:

![](https://289455019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRaLazqQDW4JMiGe2iyKg%2Fuploads%2FGmWm6v2ocusNP9pDjQC3%2Fquestion4.07398aeb.png?alt=media\&token=c596b43f-6cb4-4c66-8a9d-690d99e2848d)

Type in a new variable name in the "Enter Field Name" box and click it in the drop-down list. Select correspond variable type and here you go.

![](https://289455019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRaLazqQDW4JMiGe2iyKg%2Fuploads%2F5IoCIBIAmcm5bXACQUEe%2Fdownload%20\(14\).png?alt=media\&token=04756b0d-ab3a-426c-a734-becb0dbd1f4d)

Another example, create in an integration:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fmt7a5YD5E1asDJFV1fbx%2Fimage.png?alt=media&amp;token=52eb1fd6-8a93-4b30-a629-22f6dc85f474" alt=""><figcaption></figcaption></figure>


# Sub Flows


# Sub Flow

"Sub Flow" organizes steps in the whole Rapidbott/flow.

### Create Sub Flow <a href="#create-sub-flow" id="create-sub-flow"></a>

Navigate "Flows" from the sidebar, click "+ New Sub Flow", choose a flow type, give a name and save.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FNA9Rv75n6vBznKKo9Ugi%2FCapture.png?alt=media&amp;token=2f5fdd77-a7e7-48c2-9588-903e07ac0d94" alt=""><figcaption></figcaption></figure>

| Flow Type      | Description                                                |
| -------------- | ---------------------------------------------------------- |
| Normal Subflow | Varies in channels, basic subflow                          |
| Workflow       | work at the backend without influencing the front end task |
| Function Flow  | perform repetitive tasks                                   |

Click on the subflow to enter and start editing it. For more operations, click on the 3-dots icon. The **Sub Flow Ns** is a unique subflow ID in the Rapidbott.

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2Fg4oy6jG3cihxGrqgGzJr%2Fdownload%20(34).png?alt=media&amp;token=f126e5d7-75b6-4452-8a9d-9d7722f5bd98" alt=""><figcaption></figcaption></figure></div>

Folders are used to organize subflows.

### Move Steps to Sub Flow <a href="#move-steps-to-sub-flow" id="move-steps-to-sub-flow"></a>

To move a step or multiple steps to another subflow, select the steps first, then you can either

* use the **Move to Subflow** button in the editing panel, or
* copy and paste them

To select multiple steps, hold the **Shift** key, click and drag to cover the steps.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FYsN5e3nZDLg0BYwRzyii%2Fworkspace3.ce17a72e.png?alt=media&amp;token=68564df7-5129-448a-b5bb-98e0c2e9a1ea" alt=""><figcaption></figcaption></figure>

Alternatively, hold **ctrl** key and click steps one by one:

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FL8a0DxGjiHdMb5owHgrj%2Fworkspace4.58de402e.png?alt=media&amp;token=53a8752d-115a-4b83-8ede-23b4b1282592" alt=""><figcaption></figcaption></figure>

After selecting multiple steps, editing panel shows. "Select sub flow", then click "Move to sub flow".

{% hint style="info" %}
You will need to select at least 2 steps to create a canvas or move them to other sub flows. So if you have only 1 step to move or put in a canvas, try adding a temporary step to help and discard it after that.
{% endhint %}

<div align="left"><figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FTv9GiPbTOLAGxZKku4Im%2Fsubflow1.ff69be06.png?alt=media&amp;token=4a7c6c1b-0636-420f-bb3c-9f2fba3e052d" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
If you find yourself unable to click "Move to sub flow" after choosing a sub flow, perhaps you included the green **Start Step** in your selection. Because the green start point of any subflow can't be moved to other subflows. You can solve this issue by de-selecting the green start point.
{% endhint %}

To copy and paste, use **Ctrl + C** to copy the selected steps, then go to the destination subflow, use **Ctrl + V** to paste there.

### Call Sub Flow <a href="#call-sub-flow" id="call-sub-flow"></a>

After creating subflows, you can then call a subflow via:

* Goto Step
* Keyword
* Sequence
* Broadcast
* Facebook Widget
* Comment Growth Tool
* Triggers
* Live Chat
* Menu Items
* Inbound Webhooks
* API call


# Workflow

A workflow can be considered as a backend flow where you can automate tasks such as adding or removing tags, set custom field variables, do external API calls.

This way the conversation you have with the subscriber will not be affected by needing to wait to apply all those actions and the experience is as smooth as possible for that end-user.

### Create Workflow <a href="#create-workflow" id="create-workflow"></a>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FXX8p4BbdJjOJHUwCM4KD%2FCapture.png?alt=media&amp;token=dc3d3c45-bb2b-44de-9796-ec03ed725645" alt=""><figcaption></figcaption></figure>

To create a workflow just go to the flow overview by selecting **Flows** from the left-hand menu.

Then press the button **+ New Sub Flow**

Select the workflow flow type then give it a name. Once done press the button Create to start creating your workflow.

Once you create your flow and you end up in the flow builder you will notice that you will have access to fewer blocks than when selecting a regular or function flow.

Available blocks are:

* Action
* Condition
* Split
* Send Email

As mentioned this flow is meant to create a backend flow that you can trigger from any other flow inside your Rapidbott to handle system tasks like adding tags, set custom fields, but also sending emails.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FSg9bfG4HuY1nfmQRDvuH%2Fworkflow2.deebfc26.png?alt=media&amp;token=6b1aa8ce-5499-4caa-9d32-5bf69fe84821" alt=""><figcaption></figcaption></figure>

### Workflow Example <a href="#workflow-example" id="workflow-example"></a>

Let’s take an example of how a workflow can be used.

A user signs up with an email and or phone number and you want to sync this information with your CRM platform of choice.

So soon as you grabbed the credentials from the user you can make an API call using the external request block inside of the action module.

You would also want to tag the user inside the Rapidbott for completing the onboarding step. After done we send an email notification to an admin that a new lead has been created to follow up on.

A workflow can then look something like this;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F8RugBJpdUY4IAJifkRLO%2Fworkflow3.7ac2b256.png?alt=media&amp;token=3ca351a5-9bba-4371-9572-30227efc8518" alt=""><figcaption></figcaption></figure>

If you were to incorporate this into the flow that has the actual conversation it might become an issue as the conversation could be on hold for several seconds or more to finish all these system processes. And you might lose the user as he or she thinks the conversation is done.

### Trigger Workflow <a href="#trigger-workflow" id="trigger-workflow"></a>

It is very simple to trigger the above workflow inside of any other flow that you build.

Just insert an action block, go to *advanced actions*, then choose *trigger workflow* at the bottom

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F94TlyamItxdOMrLg0Rrn%2Fworkflow4.6a951507.png?alt=media&amp;token=126d3a13-0ed6-4e73-bf8d-daedef800816" alt=""><figcaption></figcaption></figure>

You can then select any workflow you created. This workflow will then be processed in the backend while the conversation with the user will not be affected and continue without any delay.


# Function Flow

A function flow is a fantastic way of preventing you to create repetitive flows over and over again. Think of when you need ask for emails or phone numbers.

With a function flow you will be able to send the user to that one flow, then once completed the user can continue exactly from the point they left off in the previous flow.

### Create Function Flow <a href="#create-function-flow" id="create-function-flow"></a>

To create a function flow go to **Flows** from your left-hand menu, then press the button **+ New Sub Flow**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FAfZq5eYfUpvBfmyQSdo0%2FCapture.png?alt=media&amp;token=67ef5d1b-3cf2-4a18-8854-0f00811754e4" alt=""><figcaption></figcaption></figure>

Select the **Function flow** type and name your flow. Once done press the button **Create** and you will be taken to the flow builder.

### Function Flow Example <a href="#function-flow-example" id="function-flow-example"></a>

Once inside the flow builder and wanting to insert a new block you will see that you have all the blocks at your disposal just like in a regular flow, and one extra called **Output**.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFFY4LSMjjesi1f0aZPkR%2Fworkflow6.6f06e699.png?alt=media&amp;token=bca58919-3148-411b-8d69-0af57a04f4c3" alt=""><figcaption></figcaption></figure>

This output is what makes this function flow so unique as it gives you the ability to send the user back to the previous flow (if you like) exactly where he or she left off.

Let’s create an example where we ask the user for an email and add an output module to it;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FCO7qyHewtMhvSGoQLWtt%2Fworkflow7.4ab17013.png?alt=media&amp;token=7e615840-2b75-408f-9ca1-7a02ae1ac499" alt=""><figcaption></figcaption></figure>

As you can see a simple flow but with the benefit this is the only function of the flow, asking for an email.

### Call Function Flow <a href="#call-function-flow" id="call-function-flow"></a>

After this flow is finished you can return the user to the previous flow to continue the conversation there if you like.

Let us show you how that could look like;

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F2T6zi2vuOywciu6vptz7%2Fworkflow8.e04c5761.png?alt=media&amp;token=d5c431b2-5dc4-495e-adc3-8508d568a972" alt=""><figcaption></figcaption></figure>

There are many use cases for function flows so you can get as creative as you like.

### Multiple Outputs <a href="#multiple-outputs" id="multiple-outputs"></a>

Multiple **Output Steps** are supported in your Function Flow.

When you call a Function Flow with multiple outputs, the titles of those outputs will show in the Goto Step and you can handle it accordingly.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWkwPxjcUfwIbUD7hbrcj%2Fimage.png?alt=media&amp;token=4e6b36c0-3031-411b-abeb-8b3a4454ba5d" alt=""><figcaption></figcaption></figure>


# Getting Started with Rapidbott CRM

## Rapidbott CRM User Guide

Rapidbott CRM helps your team manage leads, customers, deals, support tickets, follow-ups, tasks, and reports from one workspace. This guide is written for end users who want to learn how to use the product, not for internal engineering reference.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FLW4lMiSLih0tGLThbXbb%2FCRM%20Rapidbott.png?alt=media&amp;token=0f720b3d-0548-4490-b555-0e2522fafa3f" alt=""><figcaption></figcaption></figure>

***

### 1. Getting Started with Rapidbott CRM

Rapidbott CRM is organized around workspaces. When you open the product, you are working inside a specific workspace, and everything you do belongs to that workspace.

#### What you can do in Rapidbott CRM

With Rapidbott CRM, you can:

* manage sales pipelines
* track support tickets
* organize contacts and companies
* assign follow-ups and tasks
* automate repeated actions
* review dashboard insights and reports
* use AI tools to understand what needs attention

#### First-time setup checklist

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOh1ThyDwn2h6dq6MGI2Y%2FCleanShot%202026-04-04%20at%2020.14.24.png?alt=media&amp;token=b852e545-73f4-49d7-813a-9ed6bbb52534" alt=""><figcaption></figcaption></figure>

When using Rapidbott CRM for the first time, the recommended setup flow is:

1. sign in or open your workspace
2. create your first pipeline or use a template
3. add or import contacts
4. add your first deal or ticket
5. assign follow-up work
6. review the dashboard
7. configure workflows if needed

#### Main navigation

The main navigation usually includes:

* Pipelines
* Contacts
* Companies
* Activities
* Dashboard
* Reports

You can also access settings and AI Copilot from the header area.

#### Access and workspace entry

Depending on how your business uses the CRM, you may enter through:

* direct workspace access
* a secure verification flow
* a shared workspace link
* a signed launch flow
* an embedded or integrated product experience

If your workspace uses a verification step, complete that before continuing into the CRM.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F358d6wtDXOU6PNy2RLlY%2FCleanShot%202026-04-04%20at%2020.15.46.png?alt=media&amp;token=7235c1cc-6347-4f2d-a95d-5dd0853a0b72" alt=""><figcaption></figcaption></figure>


# Setting Up Your CRM

Before your team starts managing records, it is important to understand how Rapidbott CRM is currently accessed.

#### Workspace requirement

To use Rapidbott CRM, you need an active Rapidbott workspace.

At the moment, Rapidbott CRM is fully integrated with the Rapidbott chatbot platform and is accessed directly from the Rapidbott workspace.

This means:

* you must have an active Rapidbott workspace
* your workspace should have an active paid plan or an active trial when CRM access is required
* CRM access is tied to your Rapidbott workspace environment
* users normally open the CRM directly from inside the Rapidbott workspace

If your team cannot access the CRM, first confirm that the Rapidbott workspace is active and that CRM access is available for that workspace.

#### Workspace settings

Your workspace menu includes settings that support CRM-connected actions. Depending on your setup, your admin or workspace owner may configure:

* workspace-level connection settings
* email alerts
* secure share or access options
* AI or integration-related settings

Some workspaces may also save a Rapidbott API key for approved product features such as syncing contacts, using WhatsApp templates, or triggering subflows from inside the CRM.

#### Create your first pipeline

Pipelines are the backbone of the CRM. A pipeline represents a business process such as sales, support, onboarding, or service delivery.

You can create a pipeline in two ways:

* create a brand new pipeline manually
* use a starter template

When creating a pipeline manually, you usually define:

* pipeline name
* stage names
* tags
* optional CSV import setup

#### Use a template

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F5iAM7T46IP8gmezS4mAm%2FCleanShot%202026-04-04%20at%2020.17.33.png?alt=media&amp;token=f65aeff3-ea18-41bf-ae3a-3ba32b12407b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcGmCtYQjDpbe3aB1rgBN%2FCleanShot%202026-04-04%20at%2020.18.12.png?alt=media&amp;token=f5eee8ef-801e-40e2-b552-f8886dc08fcf" alt=""><figcaption></figcaption></figure>

If you do not want to build a pipeline from scratch, use a template. Templates can help you launch faster and follow a more structured process from day one.

Templates may be grouped by:

* team type
* industry type

After previewing a template, you can apply it directly to your workspace.

#### Recommended setup order

For most teams, the best order is:

1. create one main pipeline
2. confirm your stage names match your real process
3. import contacts
4. add a few real records
5. review the dashboard after data starts flowing


# Using Pipelines, Deals, and Tickets

The Pipelines area is where most day-to-day work happens.

#### What a pipeline is

A pipeline is a visual process board made of stages. Each stage represents where a record currently is in your workflow.

Examples:

* New Lead
* Qualified
* Proposal Sent
* Negotiation
* Won
* Lost

For support teams, stages may look more like:

* New Ticket
* In Review
* Waiting on Customer
* Escalated
* Resolved

#### Board view

The board shows records inside each stage. This makes it easy to:

* see what is active
* spot bottlenecks
* review ownership
* move records between stages
* understand what needs action next

#### List view

Depending on the screen state, the CRM may also show a list-style table view for records. This is useful when you want to scan more data in rows instead of cards.

#### Deals

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FWTp85XTrjORUGdawxKo0%2F99596.png?alt=media&amp;token=23c72de7-365e-4c78-8b06-c552afcd75c1" alt=""><figcaption></figcaption></figure>

Deals are best used for sales, revenue opportunities, or conversion workflows.

A deal can include:

* title
* value
* currency
* contact details
* company
* expected close date
* priority
* owner or assignee
* tags
* description
* supporting metadata

Use deals when you want to track progress toward a commercial outcome.

#### Tickets

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6CM8woCP615QFbpQxwjO%2F99596.png?alt=media&amp;token=e741d3da-6cae-44fd-b5a0-15b3c13aaea8" alt=""><figcaption></figcaption></figure>

Tickets are best used for support, issue resolution, or service handling.

A ticket can include:

* issue title
* customer details
* source or channel
* priority
* owner or assignee
* status and stage
* notes or context

Use tickets when the record is about helping, fixing, resolving, or following up on a customer issue.

#### Moving records between stages

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F6sey1JK3qbUuYhuuh6TF%2FCleanShot%202026-04-04%20at%2020.24.57.png?alt=media&amp;token=db50a56e-fac9-4da8-842b-558042e67de0" alt=""><figcaption></figcaption></figure>

As work progresses, move a deal or ticket to the correct stage. This keeps the board accurate and helps everyone understand the current status.

Typical reasons to move a record:

* the customer replied
* a proposal was sent
* a task was completed
* the issue was escalated
* the ticket was resolved
* the deal was won or lost

#### When to use separate pipelines

Create separate pipelines when your team is managing clearly different processes, such as:

* sales opportunities
* customer onboarding
* support tickets
* renewals
* internal service operations

#### Good pipeline habits

* keep stage names simple
* only move records when the status truly changes
* archive or close finished work
* avoid mixing unrelated processes in one pipeline


# Managing Contacts, Companies, and Activities

Customer data becomes much more useful when it is clean and connected.

#### Contacts

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FwFdb82JOAK979KfGPWsL%2FCleanShot%202026-04-04%20at%2020.26.29.png?alt=media&amp;token=bb1fb4bb-87ab-4d8f-9248-719cd83bda96" alt=""><figcaption></figcaption></figure>

The Contacts area is where you manage the people connected to your business.

You can usually:

* view all contacts
* search contacts
* filter contacts
* add contacts manually
* import contacts from CSV
* refresh synced contact data
* export contacts
* update contact details

Typical contact details include:

* full name
* email
* phone
* company
* tags
* communication identity

#### Importing contacts

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOK5FtiM0QP03aMTt2dZM%2FCleanShot%202026-04-04%20at%2020.26.57.png?alt=media&amp;token=b4a9a438-e0c5-4bc5-9d06-c9d34c984245" alt=""><figcaption></figcaption></figure>

If you already have customer data in a spreadsheet, use CSV import to bring contacts into the CRM faster.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FifccTjikCfFRVp8tIRyp%2FCleanShot%202026-04-04%20at%2020.27.49.png?alt=media&amp;token=e764ae16-30da-4480-85e9-a6da277fe1f4" alt=""><figcaption></figcaption></figure>

Best practice before importing:

* clean duplicate rows
* standardize phone numbers and emails
* confirm column names
* test with a smaller sample if needed

#### Companies

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FUkNzscsbbVUuLRmDy6pO%2FCleanShot%202026-04-04%20at%2020.28.17.png?alt=media&amp;token=93c561e2-35e2-4fcf-9bb1-aed9fc36a6da" alt=""><figcaption></figcaption></figure>

The Companies area helps you organize customer accounts at the business level.

Use companies when:

* you work with B2B customers
* multiple contacts belong to one business
* account ownership matters
* you want a clearer view of organization-level relationships

Company records can help your team understand:

* which contacts belong to the same business
* what work is happening for that account
* who owns the account internally

#### Activities

The Activities area helps users monitor operational work across the CRM. Depending on the setup, it may include views for:

* tasks
* due items
* reminders
* workflow history
* pipeline logs

Use Activities when you want to understand what has happened recently or what needs follow-up next.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FsMR3m1724kSnlm5aT5Lw%2FCleanShot%202026-04-04%20at%2020.28.46.png?alt=media&amp;token=be59d71b-f2bf-4a67-b9a0-4c495d532117" alt=""><figcaption></figcaption></figure>


# Tasks, Follow-Ups, and Team Work Management

Rapidbott CRM is not only for storing records. It is also designed to help teams act on them.

#### Why tasks matter

Tasks make ownership clear. They help ensure that leads, customer questions, and important follow-ups do not get lost.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FxBxtcvWMxGt9Vl1PeCRK%2FCleanShot%202026-04-04%20at%2020.43.28.png?alt=media&amp;token=cb51e6be-0e45-418d-8988-ddd07e7c4d33" alt=""><figcaption></figcaption></figure>

#### Common task examples

* call a lead back
* send a proposal follow-up
* review an urgent support issue
* check in before an appointment
* re-contact a stalled customer
* complete a post-sale step

#### Task management features

Depending on your workspace setup, you can:

* create tasks
* assign tasks
* change task status
* connect tasks to a pipeline or record
* review pending tasks from the dashboard

#### Recommended team workflow

For best results:

1. create the record in the correct pipeline
2. assign the record if ownership is clear
3. create any follow-up task immediately
4. update the record stage when the work progresses
5. close the task when done

#### Tips for staying organized

* avoid leaving records without an owner
* use tasks for anything that needs a clear next step
* update task status regularly
* review overdue work from the dashboard or activities area

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FcooiP0jm3lIlEQxWu1Is%2FCleanShot%202026-04-04%20at%2020.44.46.png?alt=media&amp;token=980994f3-ce9e-477a-8b02-7d0467c6d84c" alt=""><figcaption></figcaption></figure>




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