DocsGetting StartedQuick Start

Get started with BotReply in 5 minutes

5 min read
Getting Started

BotReply connects to your WhatsApp number and answers customer messages 24/7 with smart, AI-powered replies. Follow these five steps to launch your first AI agent and start auto-replying instantly.

1

Create your account

Sign up at botreply.in with your work email. Each business account is a tenant with its own isolated workspace, agents, and knowledge base. Your free plan includes one agent and a monthly message quota — no credit card required.

2

Connect WhatsApp

Go to Channels → WhatsApp and click Connect with Meta. A secure Meta popup (Embedded Signup) walks you through choosing or creating your WhatsApp Business Account and phone number. BotReply handles the webhook and API configuration automatically — no developer setup needed.

whatsapp-setup
# What the setup wizard does for you
1. Connect Meta   — authorize via the official popup
2. Verify phone   — confirm your business number
3. Templates      — create starter message templates
4. Connect agent  — choose which AI agent replies
3

Create your first agent

Define an AI agent with a persona, model, and behavior rules using the dashboard wizard. Choose from sales, support, booking, or custom agent types — no code required.

agent-wizard
# Example agent
Name        : Sales Assistant
Type        : sales
Persona     : friendly, concise, always confirms orders
Knowledge   : product catalog + pricing FAQ
Escalation  : hand off on refund or complaint
4

Upload your knowledge base

Add products, FAQs, policies, documents, or website URLs.BotReply automatically extracts text, chunks it into ~512-token segments, embeds them with pgvector, and makes them searchable via the RAG pipeline — so your agent answers from your real data.

5

Go live

Publish your agent to snapshot its config and link it to your WhatsApp channel. From this moment, every incoming message is handled automatically — answering questions, capturing leads, and only handing off to a human when an escalation rule triggers.