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Simplifybot

Welcome to the Simplifybot documentation. Here you'll learn how to get your AI agent up and running to serve your customers on WhatsApp and Telegram, and how to get the most out of it day to day.

Simplifybot dashboard home

What is Simplifybot?​

Simplifybot is an AI agent that answers your customers on WhatsApp and Telegram, at any hour. You set it up with your business information and it:

  • Answers questions, recommends products and books appointments
  • Guides each customer through the stages of your sales or support funnel
  • Hands the conversation to someone on your team when needed
  • Saves your customers' details in your contacts

AI is included in every plan. You don't need an OpenAI account or any key: Simplifybot takes care of that.

What you can do​

  • AI agent: set its name, tone, personality and instructions, and test it before it talks to real customers
  • Conversation funnel: create the stages each customer goes through and what the agent does in each one
  • WhatsApp and Telegram: connect your WhatsApp number (even the one you already use in the WhatsApp Business app) or a Telegram bot
  • Team chat: see every conversation, take over the ones you want and hand them back to the agent
  • Contacts: your customer list, as a list or as a board by stage
  • WhatsApp templates and flows: Meta-approved messages and forms inside WhatsApp
  • Tools: Calendly, Shopify and your own APIs
  • Team: invite your team with Admin, Manager or Member roles

Where to start​

  1. Before you start: what you need to have on hand
  2. Getting started: create your account and get your agent ready in minutes with the guided setup
  3. Connect channels: connect WhatsApp or Telegram
  4. Chat and contacts: serve your customers alongside your agent

Need help?​

Open Support from your user menu (bottom left of the dashboard) and write to us.