Before you start
To use Simplifybot, all you need is a Google account. Everything else depends on the channel you want to use.
What you need
| To | You need |
|---|---|
| Sign in to Simplifybot | A Google account |
| Serve customers on WhatsApp | A Facebook account and a paid Simplifybot plan |
| Test with Telegram | A Telegram account (works during the free trial) |
You don't need an OpenAI key. AI is included in every plan.
WhatsApp: choose your number
When you connect WhatsApp, Simplifybot asks how you want to do it. There are three options:
- Use the number you already have in the WhatsApp Business app. You keep using the app on your phone and the agent replies on the same number. Your contacts and past chats come into the dashboard.
- Use a number that isn't on WhatsApp. For example, a new line. You confirm it with an SMS code.
- Get a free number. Meta gives you a United States number (+1 555) with no SIM needed.
The steps are in Connect channels.
About your Meta account
- During the connection, Facebook asks you to create or choose your business portfolio and your WhatsApp Business account. If you don't have them, they're created right then.
- Meta charges for WhatsApp conversations directly, separately from your Simplifybot plan. At the end of the connection we ask you to add a card in Meta.
- Meta reviews your number's Display name before you can send messages. It's usually quick, but it can take up to a couple of days.
- Your business must comply with the WhatsApp Business Policy.
Telegram
With Telegram you can test your agent without going through Meta. You just need to create a bot with @BotFather and copy its token. The steps are in Connect channels.
Once you have this, continue with Getting started.