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Bot Manager 🤖

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Getting Started with Bot Manager 🚀

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Access Bot Manager

1. Login to Dashboard: Navigate to your chatwiser dashboard
2. Communication Hub: Click on “Communication Hub” in the sidebar
3. Bot Manager: Select “Bot Manager” from the menu
4. Create New Bot: Click the “Create New Bot” button

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First-Time Setup Wizard

• Welcome Tutorial: Interactive guide to key features
• Template Gallery: Pre-built bots for different industries
• Quick Start Options: Simple setup for common use cases
• Integration Status: Connected pages and accounts

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Visual Flow Builder 🎨

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Interface Overview

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Building Your First Flow

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Start with a Trigger

• Get Started: Default trigger for new conversations
• Keywords: Respond to specific words/phrases
• Postback: Handle button clicks
• AI Fallback: When bot doesn’t understand

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Add Welcome Message

👋 Welcome to [Your Business Name]!

I'm your AI assistant, ready to help 24/7. 

What can I help you with today?

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Create Quick Reply Options

• 🛍️ Browse Products
• 📞 Contact Support
• 📍 Store Information
• 💬 Chat with Human

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Connect to Actions

• Product Catalog: Show available items
• Support Flow: Common questions and answers
• Location Info: Address, hours, contact details
• Human Handoff: Transfer to live agent

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Test Your Flow

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Pre-Built Templates 📚

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Available Templates

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Template Customization

1. Replace Placeholder Text: Add your business name, services, prices
2. Upload Your Images: Replace template images with your products/services
3. Adjust Flow Logic: Modify conversation paths for your specific needs
4. Add Custom Fields: Collect information specific to your business
5. Configure Integrations: Connect to your payment, booking, or CRM systems

• Conditional Logic: Show different content based on user attributes
• Variable Integration: Pull data from your database or CRM
• API Connections: Integrate with external systems
• Custom Components: Build unique interaction types
• Multi-language Support: Serve customers in their preferred language

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AI Integration 🧠

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AI Configuration

You are a helpful customer service assistant for [Business Name], 
a [Business Type] in [Location]. 

Always be friendly, professional, and helpful. 
If you can't answer something, offer to connect them with a human agent.

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AI Use Cases

• Answer frequently asked questions
• Provide product information and specifications
• Help with order status and tracking
• Resolve common technical issues
• Escalate complex problems to humans

• Recommend products based on customer needs
• Provide pricing and availability information
• Guide customers through purchase decisions
• Upsell and cross-sell relevant products
• Handle objections and concerns

• Ask qualifying questions
• Score leads based on responses
• Route high-quality leads to sales team
• Schedule appointments and demos
• Follow up with nurturing sequences

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Advanced Features 🔧

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Keyword Triggers

• Exact Match: Respond only to exact phrases
• Contains Match: Trigger when message contains keywords
• Regex Support: Advanced pattern matching
• Multiple Keywords: OR/AND logic for complex triggers
• Priority Ordering: Handle overlapping keywords

• Product Names: Trigger product-specific flows
• Intent Keywords: “buy”, “price”, “help”, “support”
• Emotional Keywords: “frustrated”, “happy”, “confused”
• Action Keywords: “book”, “order”, “cancel”, “return”
• Arabic Keywords: Native Arabic language support

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User Input Collection

• Text Input: Free-form text responses
• Email Collection: Validated email addresses
• Phone Collection: International phone number formats
• Date/Time Picker: Appointment scheduling
• Location Sharing: GPS coordinates and addresses
• File Upload: Documents, images, videos

• Format Validation: Ensure correct data formats
• Required Fields: Mark mandatory information
• Conditional Collection: Ask follow-up questions based on responses
• Data Storage: Automatically save to customer profiles
• Integration Sync: Send data to CRM, email lists, databases

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Conditional Logic

• User Attributes: Branch based on customer data
• Previous Responses: Reference earlier conversation parts
• Time-Based: Different responses for business hours
• Location-Based: Customize for customer geography
• Purchase History: Personalize for returning customers

• Text Conditions: Contains, equals, starts with, ends with
• Number Conditions: Greater than, less than, between
• Date Conditions: Before, after, within range
• Boolean Conditions: True/false, yes/no responses
• Custom Variables: Your own data points

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Bot Performance & Analytics 📊

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Key Metrics Dashboard

• Total Conversations: Number of bot interactions
• Unique Users: Individual customers served
• Message Volume: Total messages sent/received
• Response Rate: Percentage of users who respond
• Completion Rate: Users who finish full flows

• Lead Generation: Contacts collected
• Sales Conversion: Purchases made through bot
• Appointment Bookings: Scheduled meetings/services
• Email Signups: Newsletter subscriptions
• Phone Calls: Generated phone inquiries

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Flow Analysis

• Most Popular Paths: Common user journeys
• Drop-off Points: Where users abandon conversations
• Button Click Rates: Which options users prefer
• Message Engagement: Time spent reading messages
• Error Rates: Technical issues or user confusion

• Improve Drop-off Points: Simplify complex steps
• Enhance Popular Paths: Add more value to common journeys
• Reduce Errors: Fix broken flows or confusing messages
• A/B Testing: Compare different versions of flows
• User Feedback: Direct input from customers

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Real-Time Monitoring

• Active Conversations: Currently chatting users
• Response Times: Bot and human agent speeds
• Queue Status: Pending human handoffs
• System Health: Bot functionality status
• Error Alerts: Immediate notification of issues

• Daily Summaries: Key metrics and highlights
• Weekly Performance: Trends and comparisons
• Monthly Analysis: Comprehensive performance review
• Custom Reports: Specific metrics you care about
• Scheduled Delivery: Automatic email reports

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Best Practices & Tips 💡

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Conversation Design

• Keep It Short: Mobile-friendly message length
• Use Emojis: Add personality and visual appeal
• Clear CTAs: Obvious next steps for users
• Personalization: Use customer names and data
• Brand Voice: Consistent tone and style

• Linear Paths: Avoid confusing branching
• Clear Options: Limit choices to 3-5 per message
• Progress Indicators: Show users where they are
• Exit Options: Always provide way out
• Human Handoff: Available when needed

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Technical Optimization

• Image Optimization: Compress images for faster loading
• Flow Testing: Regular testing of all paths
• Error Handling: Graceful handling of unexpected inputs
• Backup Plans: Alternative paths when things fail
• Regular Updates: Keep content fresh and relevant

• Data Sync: Ensure customer data consistency
• Webhook Reliability: Handle API failures gracefully
• Security: Protect customer data and privacy
• Scalability: Design for growth and high volume
• Monitoring: Track integration performance

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Customer Experience

• Fast Responses: Minimize wait times
• Helpful Content: Provide real value
• Easy Navigation: Intuitive conversation flow
• Accessibility: Work for all users
• Multi-language: Serve diverse customers

• Regular Reviews: Monthly bot performance analysis
• Customer Feedback: Direct input from users
• Team Training: Keep staff updated on bot capabilities
• Feature Updates: Leverage new chatwiser features
• Industry Trends: Stay current with best practices

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Common Use Cases 🎪

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Lead Generation Bot

• Welcome message with value proposition
• Qualifying questions (budget, timeline, needs)
• Contact information collection
• Appointment scheduling
• CRM integration for follow-up

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Customer Support Bot

• FAQ responses for common questions
• Order status lookup
• Return/refund process guidance
• Technical troubleshooting steps
• Human agent escalation

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E-commerce Shopping Assistant

• Product catalog browsing
• Size/color/variant selection
• Add to cart functionality
• Checkout process
• Order confirmation and tracking

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Troubleshooting Guide 🔧

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Common Issues

• Check if bot is enabled/active
• Verify page connection status
• Test trigger conditions
• Review flow logic for errors

• Check message formatting
• Verify image/video file sizes
• Test on different devices
• Review character limits

• Verify API credentials
• Check webhook URLs
• Test connection status
• Review integration logs

• Analyze conversation flows
• Review message content
• Check timing and frequency
• A/B test different approaches

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Getting Help

• Knowledge Base: Comprehensive guides and tutorials
• Video Library: Step-by-step visual instructions
• Community Forum: Learn from other users
• Template Gallery: Proven examples to copy

• Live Chat: 24/7 support in Arabic and English
• Email Support: Detailed technical assistance
• Phone Support: Voice support for complex issues
• Screen Sharing: Direct help with bot building

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Next Steps 🚀

1. Create Your First Bot - Follow our 15-minute quick start guide
2. Explore AI Integration - Add intelligent responses
3. Set Up Live Chat - Enable human handoff
4. Connect E-commerce - Enable in-chat shopping