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WhatsApp Setup

Connect WhatsApp to Your Bot

This section explains the complete WhatsApp onboarding and deployment flow inside Botrelic based on the chatbot builder workflow.

STEP 1 — Name Your Bot

Users first create and name their chatbot inside a Workspace.

The bot name identifies the AI assistant that will handle customer conversations across channels.

Each bot belongs to a Workspace and can later connect to WhatsApp or Website deployments.

STEP 2 — Select Platform

Users choose where the chatbot will be deployed.

Available platforms:

  • Website
  • WhatsApp

Selecting WhatsApp enables WhatsApp-specific deployment and integration flows.

STEP 3 — Choose Use Case

Users select the primary business objective of the chatbot.

Available use cases:

  • Customer Support
  • Lead Capture

Botrelic uses the selected use case to optimize:

  • AI prompts
  • Response behavior
  • Fallback handling
  • Workflow templates

STEP 4 — Add Knowledge Base

Users upload business knowledge such as:

  • FAQs
  • Support documents
  • Website content
  • Internal business information

The knowledge base becomes the intelligence layer used by AI agents to answer customer questions accurately.

STEP 5 — Connect Platform (WhatsApp)

Botrelic provides two WhatsApp connection modes. Choose the one that best fits your current setup stage.

STEP 6 — Deploy Bot

Once WhatsApp setup is complete, users can deploy the chatbot into production.

Deployment behavior:

  • Customer messages create Sessions
  • AI Agents respond automatically
  • Workspace routing manages conversations
  • Human agents receive escalations when fallback rules trigger

How WhatsApp Works in Botrelic

A visual explanation of the data flow from when a customer sends a message to when a response or handoff happens.

Customer sends WhatsApp message

Conversation initiated by end user

Meta Cloud API

Forwards webhook to our servers

Botrelic Workspace

Receives secure conversation payload

Session Created

Context tracking begins

AI Agent Processes Message

Analyzes intent & queries knowledge base

AI Response Generated

Reply dispatched back via Meta API

Human Handoff

Occurs if fallback conditions are met

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