Getting started

Five steps from nothing to a live WhatsApp salesperson. Do them in order — step 4 is the one most people skip, and it is the one that decides whether customers get right answers.

1. Connect your WhatsApp number

In the panel, open the Connect WhatsApp wizard. You connect your own WhatsApp Business number through Meta's official Cloud API, on your own WhatsApp Business account. The wizard asks for your Meta keys for that number — they are stored for your business only and are never shown back to anyone.

Test on a spare number first. Never test on your main sales number: connecting a number to the Cloud API moves it, and your customers would reach the bot instead of you while you are still testing.

2. Fill in your business — this form IS the training

Open your business form and fill in every field. Do not leave blanks: any field you leave empty is something the bot will never answer about — and that is correct behaviour, because inventing an answer would be worse.

• Identity: business type, address, city, timings, weekly hours.
• Delivery: delivery areas and charges.
• Payment: the methods you accept (cash on delivery, bank transfer, card).
• Manager phone: the number that gets handover alerts.
• Catalog: every item with its name, price, and details.
• FAQs: each question with the answer you want given.

There is no separate training step. The bot reads this form on every reply, so changing a price or an area in the panel takes effect on the very next message.

3. How the bot answers

For every customer message the bot works out the intent (price, timing, delivery, payment, order, booking, complaint) and the item involved, then answers from your catalog, FAQs, and details. It replies in the customer's language — English, Roman Urdu, or Urdu script.

Three rules it never breaks:

• What is not in your details is never invented. The bot says it does not know, or shows what is available.
• The final confirmation of an order or booking is always yours. The bot collects the order and repeats it back; you confirm availability and dispatch.
• Complaints and urgent messages stop the bot. It pauses that chat and alerts you in the panel. It only resumes when you press Resume.

Orders follow one flow: item, then size or colour if any, then name, address, phone, then the order and total repeated back, then your confirmation. For cash-on-delivery orders, unconfirmed orders never dispatch — that is the return-to-origin (RTO) protection.

4. Run the training test until it scores 100%

In the panel, run the training test. It asks your bot questions built from your own form:

• Exact questions — one per item, timing, delivery area, payment method, and FAQ.
• Paraphrase questions — the same questions in different words, to check the bot understood the intent rather than memorising a sentence.
• Negative questions — out-of-scope topics (weather, politics, other shops) where the bot must not invent a price or an answer.
• Complaint questions — where the bot must hand over to you.
• Bill check — one customer message gets one bot reply, never two.

A 100% score means the bot is ready for customers. If a question fails, fix that FAQ or catalog entry in the panel and run the test again. The test sends no real WhatsApp message.

5. Go-live checklist

• The whole business form is filled in.
• The training test scores 100%.
• A real message has been checked on a test number.
• The manager/handover number is correct.
• Auto-reply is ON, and you know the final confirmation of every order is yours.

After go-live

Every week, look at the logs: any question the bot answered with a fallback or a template belongs in your FAQs. Add it, then run the training test again. New item, new price, or new delivery area? Change it in the panel — the next message already uses it. That weekly loop is the whole of retraining.