Category: Core Features

  • Create an AI Default Reply

    In this tutorial, you will create one New Chatbot item that uses AI and Default Reply.

    Time needed: 8 minutes

    Before you start

    Make sure:

    • This instance is on AI.
    • You already saved a persona. If not, finish Turn on AI mode first.

    Only one AI Default Reply is allowed on this instance.

    1. Open Chatbots & Tools

    On the instance page, open Chatbots & Tools.

    Click New Chatbot.

    2. Set Reply Mode to AI

    In Basic Settings:

    1. Enter a Name.

    Example: Default AI

    1. Leave Status on Enable.
    2. Set Reply Mode to AI.

    3. Turn on Default Reply

    Set Default Reply to Yes.

    Keyword fields hide. That is correct for a catch-all AI item.

    4. Save the item

    Click Create Chatbot.

    Make sure it worked

    The item appears in Chatbots & Tools with AI and Default Reply.

    You can send any test question from your phone. The bot should reply in its own words, not a fixed script.

    If it didn’t work

    Default Reply is locked

    Reply Mode is still Normal. Set it to AI first.

    I see an error about one Default Reply

    Another item already has Default Reply on. Open that item and use it, or turn Default Reply off there first.

    Next

    Send new leads to your phone in Add a Leads Forwarder tool.

  • Send a Quick Reply

    In this tutorial, you will send one saved Quick Reply from Live Chat.

    Time needed: 6 minutes

    Before you start

    Make sure:

    • You can open the conversation in Live Chat.
    • You already have at least one Quick Reply in Templates.

    If the library is empty, create one Quick Reply first, then come back here.

    1. Open the conversation

    On the left menu, click Live Chat.

    Click the thread.

    2. Type /quick

    Click the message box.

    Type /quick.

    In the slash menu, click Quick Replies.

    3. Pick a reply

    The Quick Reply Library opens.

    Click the reply you want to send.

    4. Send if needed

    If the text lands in the box, press Enter or click Send.

    A text-only Quick Reply may send at once.

    Make sure it worked

    The Quick Reply text appears in the thread.

    Your test phone receives the same message.

    If it didn’t work

    /quick shows nothing

    Type / only, then choose Quick Replies. Or type /quick with no extra letters.

    The library is empty

    Create a Quick Reply under Templates, then open Quick Reply Library again.

    Next

    Clear a finished thread in Archive a conversation.

  • Choose who receives the reply

    In this tutorial, you will limit the Default Reply to individual chats or to groups.

    Time needed: 8 minutes

    Before you start

    Make sure:

    1. Open Configure

    On the left menu, click Autoresponder.

    On the account card, click Configure.

    2. Set Sent to

    Find Sent to.

    Choose one:

    • Individual — 1-to-1 chats only
    • Group — group chats only
    • All — both

    For a shop inbox, Individual is usually enough.

    Click Save.

    3. Check the card

    Back on Autoresponder, the card Send To value should match what you saved.

    4. Test the other chat type

    If you chose Individual, send a test in a group that includes the connected number. That group should not get the Default Reply.

    If you chose Group, send a 1-to-1 test from the second phone. That chat should not get the Default Reply.

    Make sure it worked

    This tutorial worked when:

    • The card Send To shows Individual or Group.
    • A matching chat still receives the Default Reply.
    • The other chat type does not.

    If it didn’t work

    Send To still shows All

    Open Configure, set Sent to again, and click Save.

    Both chat types still get the reply

    You are still on All. Change it to Individual or Group, then Save.

    Groups never reply

    WhatsApp groups only work if the connected number is in that group, and Sent to is Group or All.

    Next

    Customers in the right chat type get the reply. Next, stop the reply from going to staff numbers.

    Exclude staff numbers →

  • Hantar Broadcast dengan Button, List atau Poll

    Dalam tutorial ini, anda akan menghantar satu Broadcast yang guna template Button, List atau Poll yang sudah disimpan.

    Masa diperlukan: 12 minit

    Sebelum mula

    Pastikan:

    • Anda sudah log masuk ke Wabot.
    • Akaun WhatsApp yang akan menghantar menunjukkan Online.
    • Anda sudah ada template di Templates → Buttons, Lists atau Polls.
    • Anda ada kumpulan ujian kecil. Masukkan nombor sendiri dahulu.

    Cipta template dahulu dalam Templates. Halaman ini hanya tunjuk cara hantar.

    Button dan List muncul pada Official API bila anda pilih Regular Message. Poll muncul pada Unofficial API.

    1. Buka Broadcast dan klik Create

    Pada menu sebelah kiri, klik Broadcast, kemudian klik Create.

    Isikan Broadcast Name.

    Contoh: Menu Button Test

    2. Pilih jenis akaun yang sepadan

    Untuk Button atau List, pilih Official API dan satu akaun.

    Untuk Poll, pilih Unofficial API dan akaun yang Online.

    Pilih Contact Groups, kemudian pilih kumpulan ujian di Include Groups.

    Klik Continue.

    3. Pilih jenis interaktif

    Jika anda guna Official API, pilih Regular Message.

    Pilih Button, List atau Poll.

    Tutorial ini guna Button. List ikut langkah yang sama.

    4. Pilih template yang sudah disimpan

    Pilih template yang anda simpan tadi.

    Semak pratonton. Pastikan butang, item senarai atau pilihan poll nampak betul.

    Jika ada Send Test Message, hantar satu ke nombor sendiri dahulu.

    Betul: 60123456789

    Salah: +60 12-345 6789

    Klik Continue.

    5. Hantar sekarang

    Pilih Send Now.

    Semak akaun, audience dan template. Klik Launch Broadcast.

    Pastikan ia berjaya

    Tutorial ini berjaya apabila:

    • Broadcast muncul dalam senarai.
    • Status berubah kepada Sending atau Completed.
    • Telefon ujian terima mesej interaktif.
    • Anda boleh ketik butang, buka senarai atau undi dalam poll.

    Kalau tak jadi

    Tidak nampak Button, List atau Poll

    • Button dan List perlukan Official API dan Regular Message.
    • Poll perlukan Unofficial API.
    • Peranan anda juga perlukan kebenaran untuk jenis template itu.

    Senarai template kosong

    Pergi ke Templates, cipta satu, kemudian kembali ke langkah ini.

    Official API tidak hantar mesej biasa

    Regular Message hanya sampai kepada orang dalam sesi 24 jam. Guna Pre-Approved Template jika mereka belum mesej anda baru-baru ini.

    Mesej tidak sampai

    Buka Report dan baca ralat. Semak format nombor ujian.

    Betul: 60123456789

    Salah: +60 12-345 6789

    Seterusnya

    Broadcast interaktif sudah siap. Seterusnya, sasar orang dengan audience Segmented dan masukkan variables.

    Sasarkan audience Segmented dan tambah variables →

  • Cipta Default Reply AI

    Dalam tutorial ini, anda akan cipta satu item New Chatbot yang guna AI dan Default Reply.

    Masa diperlukan: 8 minit

    Sebelum mula

    Pastikan:

    • Instance ini pada AI.
    • Anda sudah simpan persona. Jika tidak, habiskan Hidupkan mod AI dahulu.

    Hanya satu AI Default Reply dibenarkan pada instance ini.

    1. Buka Chatbots & Tools

    Pada halaman instance, buka Chatbots & Tools.

    Klik New Chatbot.

    2. Tetapkan Reply Mode ke AI

    Dalam Basic Settings:

    1. Masukkan Name.

    Contoh: Default AI

    1. Biarkan Status pada Enable.
    2. Tetapkan Reply Mode kepada AI.

    3. Hidupkan Default Reply

    Tetapkan Default Reply kepada Yes.

    Medan keyword tersembunyi. Itu betul untuk item AI catch-all.

    4. Simpan item

    Klik Create Chatbot.

    Pastikan ia berjaya

    Item muncul dalam Chatbots & Tools dengan AI dan Default Reply.

    Anda boleh hantar sebarang soalan ujian dari telefon. Bot patut balas dengan ayat sendiri, bukan skrip tetap.

    Kalau tak jadi

    Default Reply terkunci

    Reply Mode masih Normal. Tetapkan ke AI dahulu.

    Saya nampak ralat tentang satu Default Reply

    Item lain sudah ada Default Reply. Buka item itu dan gunakannya, atau matikan Default Reply di situ dahulu.

    Seterusnya

    Hantar lead baharu ke telefon anda dalam Tambah tool Leads Forwarder.

  • Hantar Quick Reply

    Dalam tutorial ini, anda akan hantar satu Quick Reply tersimpan dari Live Chat.

    Masa diperlukan: 6 minit

    Sebelum mula

    Pastikan:

    • Anda boleh buka perbualan dalam Live Chat.
    • Anda sudah ada sekurang-kurangnya satu Quick Reply dalam Templates.

    Jika library kosong, cipta satu Quick Reply dahulu, kemudian kembali ke sini.

    1. Buka perbualan

    Pada menu kiri, klik Live Chat.

    Klik thread.

    2. Taip /quick

    Klik kotak mesej.

    Taip /quick.

    Dalam menu slash, klik Quick Replies.

    3. Pilih balasan

    Quick Reply Library terbuka.

    Klik balasan yang mahu dihantar.

    4. Hantar jika perlu

    Jika teks jatuh dalam kotak, tekan Enter atau klik Send.

    Quick Reply teks sahaja mungkin hantar terus.

    Pastikan ia berjaya

    Teks Quick Reply muncul dalam thread.

    Telefon ujian terima mesej yang sama.

    Kalau tak jadi

    /quick tak tunjuk apa-apa

    Taip / sahaja, kemudian pilih Quick Replies. Atau taip /quick tanpa huruf tambahan.

    Library kosong

    Cipta Quick Reply di bawah Templates, kemudian buka Quick Reply Library semula.

    Seterusnya

    Kosongkan thread yang sudah siap dalam Archive perbualan.

  • Pilih siapa terima balasan

    Dalam tutorial ini, anda akan menghadkan Default Reply kepada chat individu atau kepada kumpulan.

    Masa diperlukan: 8 minit

    Sebelum mula

    Pastikan:

    1. Buka Configure

    Pada menu sebelah kiri, klik Autoresponder.

    Pada kad akaun, klik Configure.

    2. Tetapkan Sent to

    Cari Sent to.

    Pilih satu:

    • Individual — chat 1-ke-1 sahaja
    • Group — chat kumpulan sahaja
    • All — kedua-duanya

    Untuk inbox kedai, Individual biasanya mencukupi.

    Klik Save.

    3. Semak kad

    Kembali ke Autoresponder. Nilai Send To pada kad patut sepadan dengan yang anda simpan.

    4. Uji jenis chat yang lain

    Jika anda pilih Individual, hantar ujian dalam kumpulan yang ada nombor yang disambungkan. Kumpulan itu tidak patut dapat Default Reply.

    Jika anda pilih Group, hantar ujian 1-ke-1 dari telefon kedua. Chat itu tidak patut dapat Default Reply.

    Pastikan ia berjaya

    Tutorial ini berjaya apabila:

    • Send To pada kad tunjuk Individual atau Group.
    • Chat yang sepadan masih terima Default Reply.
    • Jenis chat yang lain tidak.

    Kalau tak jadi

    Send To masih tunjuk All

    Buka Configure, tetapkan Sent to semula, dan klik Save.

    Kedua-dua jenis chat masih dapat balasan

    Anda masih pada All. Tukar kepada Individual atau Group, kemudian Save.

    Kumpulan tak pernah balas

    Kumpulan WhatsApp hanya jadi jika nombor yang disambungkan ada dalam kumpulan itu, dan Sent to ialah Group atau All.

    Seterusnya

    Pelanggan dalam jenis chat yang betul dapat balasan. Seterusnya, hentikan balasan kepada nombor staf.

    Kecualikan nombor staf →

  • Target a Segmented audience and add variables

    In this tutorial, you will send one Broadcast to a Segmented Subscriber audience and insert variables such as {name}.

    Time needed: 12 minutes

    Before you start

    Make sure:

    • You are logged in to Wabot.
    • The WhatsApp account you will send from shows Online.
    • That account already has subscribers.
    • At least some contacts have a name or other custom field.

    Start with a tight filter and a small count. Do not send to everyone on the first try.

    Only send to people who asked to get messages from you.

    1. Open Broadcast and click Create

    On the left menu, click Broadcast, then click Create.

    Enter a Broadcast Name.

    Example: Active Chat Follow Up

    2. Choose Segmented Subscriber

    Select Unofficial API, then pick the account that is Online.

    Choose Segmented Subscriber.

    The Total Subscribers count loads for that account.

    3. Add one condition

    In the condition builder, set:

    • Field: Chatbot AI Status
    • Operator: Is
    • Value: Active

    You can also use Created Date or Last Activity (Days).

    On Official API, you can filter 24-Hour Window Expiry to Active (Within 24h) before you send a regular message.

    Optional:

    • Also in Groups to keep only people who are also in those groups.
    • Exclude Groups (Optional) to remove a group.

    Check the recipient count. Keep it small for this tutorial.

    Click Continue.

    4. Insert a variable in the message

    Choose Text & Media, then Caption Only.

    Type a short message, then click a variable tag such as {name}.

    Hi {name}, thanks for chatting with us. Here is a quick update.

    The variable is inserted at the cursor.

    Check the preview.

    If you see Send Test Message, send one to your own number first.

    Click Continue.

    5. Send it now

    Choose Send Now.

    Review the audience count and message. Click Launch Broadcast.

    Make sure it worked

    This tutorial worked when:

    • The recipient count matches your segment, not the whole account.
    • The Broadcast is Sending or Completed.
    • The test phone shows the person’s name, not the text {name}.

    If it didn’t work

    The count is zero

    • Select an account that has subscribers.
    • Loosen the condition, or remove Also in Groups / Exclude Groups.
    • Click Retry if the count failed to load.

    {name} appears as text

    The contact has no value for that field. Add the name in the contact, or use another variable.

    Some variables are missing

    On a Segmented Subscriber audience, some fields such as phone are hidden. Use the tags shown under the message box.

    Continue is disabled

    • Fill in Broadcast Name.
    • Select an account.
    • Wait until the recipient count loads.

    Next

    The segmented Broadcast is done. Next, resend to people who failed or did not reply.

    Retarget Failed or Not Reply contacts →

  • Add a Leads Forwarder tool

    In this tutorial, you will add one Leads Forwarder tool and send leads to your own WhatsApp number.

    Time needed: 10 minutes

    Before you start

    Make sure:

    • This instance is on AI. The Tools tab is hidden in Keyword mode.
    • You already have an AI Default Reply. If not, finish Create an AI Default Reply first.
    • You know the WhatsApp number that should receive the lead.

    Write the number with country code, no +, no spaces.

    Betul: 60123456789

    Salah: +60 12-345 6789

    1. Open Tools

    On the instance page, open Chatbots & Tools.

    Click the Tools tab.

    2. Choose Leads Forwarder

    Click New Tool.

    In Select Tool Type, click Leads Forwarder.

    3. Name the tool

    In Leads Forwarder Settings:

    1. Enter a Tool Name.

    Example: Lead ke bos

    1. Leave Status on Enable.

    4. Set the WhatsApp recipient

    Under Forward Recipients, turn on Forward to WhatsApp.

    In WhatsApp Numbers / Group ID, add your number.

    Example: 60123456789

    5. Save the tool

    Click Create Tool.

    Make sure it worked

    Leads Forwarder appears in the Tools list with Enable.

    Ask a test question that shares a name or phone number. Your recipient number should get a lead notice.

    If it didn’t work

    I cannot see Tools

    The instance is still Keyword. Finish Turn on AI mode first.

    Create Tool is blocked

    Forward to WhatsApp is off, or the number has + or spaces. Fix the number, then save again.

    Next

    Teach the bot your shop facts in Train AI Knowledge.

  • Archive a conversation

    In this tutorial, you will archive one finished conversation.

    Time needed: 5 minutes

    Before you start

    Make sure:

    • The customer issue is done, or this is a test thread.
    • You can see the conversation in All or Unread.

    A new customer reply can bring the thread back to active work.

    1. Find the conversation

    On the left menu, click Live Chat.

    Click All or Unread.

    2. Open the conversation menu

    On that conversation in the list, open the menu.

    Click Archive.

    3. Check Archived

    At the top of the list, click Archived.

    Find the same thread.

    Make sure it worked

    The thread is not in Unread.

    It is in Archived.

    If it didn’t work

    I cannot see Archive

    Open the menu on the conversation in the list, not only the chat header.

    I archived the wrong thread

    Open Archived, open that conversation menu, click Unarchive.

    Next

    If an Official chat is locked, continue with Reply after the 24h window expires.