# Table of Contents - [Introduction to BotPenguin | BotPenguin Documentation](#introduction-to-botpenguin-botpenguin-documentation) - [Supported Platforms Overview | BotPenguin Documentation](#supported-platforms-overview-botpenguin-documentation) - [Website / Mobile app Bot | BotPenguin Documentation](#website-mobile-app-bot-botpenguin-documentation) - [System Requirements & Setup Checklist | BotPenguin Documentation](#system-requirements-setup-checklist-botpenguin-documentation) - [Install your Chatbot | BotPenguin Documentation](#install-your-chatbot-botpenguin-documentation) - [Creating Your First Chatbot | BotPenguin Documentation](#creating-your-first-chatbot-botpenguin-documentation) - [Install your Mobile App Chatbot | BotPenguin Documentation](#install-your-mobile-app-chatbot-botpenguin-documentation) - [Install your Landing Page Bot | BotPenguin Documentation](#install-your-landing-page-bot-botpenguin-documentation) - [Manage Chatflow | BotPenguin Documentation](#manage-chatflow-botpenguin-documentation) - [Install your Website Chatbot | BotPenguin Documentation](#install-your-website-chatbot-botpenguin-documentation) - [Bot Setup and installation | BotPenguin Documentation](#bot-setup-and-installation-botpenguin-documentation) - [Install Embedded Chatbot | BotPenguin Documentation](#install-embedded-chatbot-botpenguin-documentation) - [Create Chatflow | BotPenguin Documentation](#create-chatflow-botpenguin-documentation) - [Multiple Flows (Redirect Component) | BotPenguin Documentation](#multiple-flows-redirect-component-botpenguin-documentation) - [Components in Chatflow | BotPenguin Documentation](#components-in-chatflow-botpenguin-documentation) - [Send Information | BotPenguin Documentation](#send-information-botpenguin-documentation) - [Sending Emoji's On BotPenguin | BotPenguin Documentation](#sending-emoji-s-on-botpenguin-botpenguin-documentation) - [Customize your Bot widget | BotPenguin Documentation](#customize-your-bot-widget-botpenguin-documentation) - [Trigger Actions | BotPenguin Documentation](#trigger-actions-botpenguin-documentation) - [Transfer Chat to WhatsApp Functionality | BotPenguin Documentation](#transfer-chat-to-whatsapp-functionality-botpenguin-documentation) - [Configuring Chatbot Scenarios | BotPenguin Documentation](#configuring-chatbot-scenarios-botpenguin-documentation) - [Train Your AI Chatbot | BotPenguin Documentation](#train-your-ai-chatbot-botpenguin-documentation) - [File Upload | BotPenguin Documentation](#file-upload-botpenguin-documentation) - [Triggers | BotPenguin Documentation](#triggers-botpenguin-documentation) - [Customize Landing Page Bot | BotPenguin Documentation](#customize-landing-page-bot-botpenguin-documentation) - [User Access | BotPenguin Documentation](#user-access-botpenguin-documentation) - [Design | BotPenguin Documentation](#design-botpenguin-documentation) - [Chat Window | BotPenguin Documentation](#chat-window-botpenguin-documentation) - [Customize Website Chatbot | BotPenguin Documentation](#customize-website-chatbot-botpenguin-documentation) - [FAQs | BotPenguin Documentation](#faqs-botpenguin-documentation) - [Conversation History | BotPenguin Documentation](#conversation-history-botpenguin-documentation) - [Website | BotPenguin Documentation](#website-botpenguin-documentation) - [Chatbot Settings | BotPenguin Documentation](#chatbot-settings-botpenguin-documentation) - [Customize Website Chatbot | BotPenguin Documentation](#customize-website-chatbot-botpenguin-documentation) - [Alerts | BotPenguin Documentation](#alerts-botpenguin-documentation) - [3rd party Integrations | BotPenguin Documentation](#3rd-party-integrations-botpenguin-documentation) - [Other Sources | BotPenguin Documentation](#other-sources-botpenguin-documentation) - [Google Sheets | BotPenguin Documentation](#google-sheets-botpenguin-documentation) - [Customize Landing Page Bot | BotPenguin Documentation](#customize-landing-page-bot-botpenguin-documentation) - [General | BotPenguin Documentation](#general-botpenguin-documentation) - [Integrate BotPenguin with Deepseek | BotPenguin Documentation](#integrate-botpenguin-with-deepseek-botpenguin-documentation) - [Chatbot Templates | BotPenguin Documentation](#chatbot-templates-botpenguin-documentation) - [Chatbot Persona | BotPenguin Documentation](#chatbot-persona-botpenguin-documentation) - [AI settings | BotPenguin Documentation](#ai-settings-botpenguin-documentation) - [Configuring Chatbot Scenarios | BotPenguin Documentation](#configuring-chatbot-scenarios-botpenguin-documentation) - [Basic Configuration | BotPenguin Documentation](#basic-configuration-botpenguin-documentation) - [AI Settings | BotPenguin Documentation](#ai-settings-botpenguin-documentation) - [How to get the GPT Assistant key and connect it with the bot | BotPenguin Documentation](#how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot-botpenguin-documentation) - [ChatGPT | BotPenguin Documentation](#chatgpt-botpenguin-documentation) - [AI Chat Summary | BotPenguin Documentation](#ai-chat-summary-botpenguin-documentation) - [Integrate BotPenguin with WooCommerce | BotPenguin Documentation](#integrate-botpenguin-with-woocommerce-botpenguin-documentation) - [Integrate BotPenguin with Close CRM | BotPenguin Documentation](#integrate-botpenguin-with-close-crm-botpenguin-documentation) - [Prerequisites for WhatsApp Bots | BotPenguin Documentation](#prerequisites-for-whatsapp-bots-botpenguin-documentation) - [General Settings | BotPenguin Documentation](#general-settings-botpenguin-documentation) - [AI Settings | BotPenguin Documentation](#ai-settings-botpenguin-documentation) - [Triggers Settings | BotPenguin Documentation](#triggers-settings-botpenguin-documentation) - [AI Chat Summary | BotPenguin Documentation](#ai-chat-summary-botpenguin-documentation) - [Whatsapp Co-existence Feature | BotPenguin Documentation](#whatsapp-co-existence-feature-botpenguin-documentation) - [Integrate BotPenguin with Claude | BotPenguin Documentation](#integrate-botpenguin-with-claude-botpenguin-documentation) - [WhatApp Chatbot Settings | BotPenguin Documentation](#whatapp-chatbot-settings-botpenguin-documentation) - [Other Sources | BotPenguin Documentation](#other-sources-botpenguin-documentation) - [BotPenguin Integrations | BotPenguin Documentation](#botpenguin-integrations-botpenguin-documentation) - [Google Calendar Appointment | BotPenguin Documentation](#google-calendar-appointment-botpenguin-documentation) - [Email Protection | Cloudflare](#email-protection-cloudflare) - [What to Do If WhatsApp Display Name Is Approved but Not Visible | BotPenguin Documentation](#what-to-do-if-whatsapp-display-name-is-approved-but-not-visible-botpenguin-documentation) - [Using Third-Party APIs with BotPenguin | BotPenguin Documentation](#using-third-party-apis-with-botpenguin-botpenguin-documentation) - [Settings | BotPenguin Documentation](#settings-botpenguin-documentation) - [Manage Tags | BotPenguin Documentation](#manage-tags-botpenguin-documentation) - [Subscription Plans | BotPenguin Documentation](#subscription-plans-botpenguin-documentation) - [Whatsapp Only Plans | BotPenguin Documentation](#whatsapp-only-plans-botpenguin-documentation) - [Managing My Account | BotPenguin Documentation](#managing-my-account-botpenguin-documentation) - [Managing Custom Attribute | BotPenguin Documentation](#managing-custom-attribute-botpenguin-documentation) - [API Access Token | BotPenguin Documentation](#api-access-token-botpenguin-documentation) - [Webhooks | BotPenguin Documentation](#webhooks-botpenguin-documentation) - [Current Plan | BotPenguin Documentation](#current-plan-botpenguin-documentation) - [Inbox/Chats | BotPenguin Documentation](#inbox-chats-botpenguin-documentation) - [Notifications | BotPenguin Documentation](#notifications-botpenguin-documentation) - [Changing a Whatsapp bots number | BotPenguin Documentation](#changing-a-whatsapp-bots-number-botpenguin-documentation) - [Recovering Your Restricted Meta Account | BotPenguin Documentation](#recovering-your-restricted-meta-account-botpenguin-documentation) - [WhatsApp Cloud API | BotPenguin Documentation](#whatsapp-cloud-api-botpenguin-documentation) - [Manage Custom Status | BotPenguin Documentation](#manage-custom-status-botpenguin-documentation) - [3rd Party APIs | BotPenguin Documentation](#3rd-party-apis-botpenguin-documentation) - [Contacts & Chats APIs | BotPenguin Documentation](#contacts-chats-apis-botpenguin-documentation) - [Buying Add-Ons | BotPenguin Documentation](#buying-add-ons-botpenguin-documentation) - [Meta Ads | BotPenguin Documentation](#meta-ads-botpenguin-documentation) - [Quick Replies | BotPenguin Documentation](#quick-replies-botpenguin-documentation) - [Users & Teams Management | BotPenguin Documentation](#users-teams-management-botpenguin-documentation) - [Common Errors & Troubleshooting | BotPenguin Documentation](#common-errors-troubleshooting-botpenguin-documentation) - [Pricing FAQs | BotPenguin Documentation](#pricing-faqs-botpenguin-documentation) - [MS Teams Bot | BotPenguin Documentation](#ms-teams-bot-botpenguin-documentation) --- # Introduction to BotPenguin | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close Welcome to **BotPenguin**—your all-in-one platform for building smart, powerful, and automated chatbots without writing a single line of code. Whether you want to engage website visitors, automate customer support, streamline lead generation, or manage conversations across multiple channels, BotPenguin makes it effortless. This page will walk you through what BotPenguin is, what it can do, and why it’s the perfect choice for your business. * * * ### [hashtag](https://help.botpenguin.com/#about-botpenguin) About BotPenguin? **BotPenguin** is a no-code chatbot and AI Agent builder that allows businesses to create automated conversational experiences. Using BotPenguin, you can: * Build chatbots and AI agents using a visual chatflow builder * Automate responses to common customer questions * Capture and manage leads from conversations * Integrate with external tools and business platforms * Allow human agents to take over conversations when needed Bots created using BotPenguin can be deployed across several messaging platforms, enabling businesses to manage conversations from multiple channels in one place. * * * ### [hashtag](https://help.botpenguin.com/#key-highlights) Key Highlights #### [hashtag](https://help.botpenguin.com/#no-code-chatbot-and-ai-agent-builder) 🧩 No-Code Chatbot & AI Agent Builder Create chatbots and AI agents using a visual **chatflow builder**. Design conversations, define responses, and configure actions without writing code. #### [hashtag](https://help.botpenguin.com/#ai-powered-responses) 🤖 AI-Powered Responses Automate responses to common questions and guide users through structured conversation flows. #### [hashtag](https://help.botpenguin.com/#multi-channel-deployment) 🌐 Multi-Channel Deployment Deploy your chatbot across multiple communication channels from one platform: * 🌍 Website * 💬 WhatsApp * 📘 Facebook Messenger * 📸 Instagram * ✈️ Telegram * 📧 SMS * 🧑‍🤝‍🧑 MS Teams #### [hashtag](https://help.botpenguin.com/#lead-generation-and-qualification) 🎯 Lead Generation & Qualification Collect user details during conversations and qualify leads directly through chatbot interactions. #### [hashtag](https://help.botpenguin.com/#integrations-that-work-for-you) 🔧 Integrations That Work for You Easily connect BotPenguin with tools such as: * CRM systems (Hubspot, Zendesk, Salesforce, Zoho-crm) * Email marketing platforms * Ticketing tools * Google Sheets * Webhooks and APIs #### [hashtag](https://help.botpenguin.com/#live-chat-handoff) 💬 Live Chat Handoff Switch from automation to human support instantly using built-in Live Chat. #### [hashtag](https://help.botpenguin.com/#analytics-and-insights) 🔍 Analytics & Insights Track conversations, performance, engagement, and lead data to improve your customer interactions. #### [hashtag](https://help.botpenguin.com/#id-24-7-automated-support) 📈 24/7 Automated Support Let your AI bot handle customer queries around the clock—no downtime, no manual intervention. * * * ### [hashtag](https://help.botpenguin.com/#why-botpenguin) Why BotPenguin? BotPenguin helps businesses: * Improve customer experience with instant responses * Automate repetitive support tasks * Reduce operational costs * Increase conversions and lead capture * Personalize communication at scale * Provide consistent service across multiple messaging channels Whether you’re a startup, small business, or enterprise, BotPenguin adapts to your needs. * * * ### [hashtag](https://help.botpenguin.com/#what-you-can-build-with-botpenguin) What You Can Build With BotPenguin BotPenguin enables businesses to automate and manage different types of conversations with users. Common uses include: * 💬 **Answer frequently asked questions** automatically * 🧾 **Capture leads from website visitors** during conversations * 🛠 **Automate customer support responses** * 🧭 **Guide users through onboarding or information flows** * 📊 **Collect feedback and user responses** These workflows can be designed using the **chatflow builder**, where you define how the chatbot or AI agent should respond to different user inputs. * * * ### [hashtag](https://help.botpenguin.com/#get-started) Get Started To start using BotPenguin: 1️⃣ Log in to your BotPenguin dashboard 2️⃣ Create or select a bot 3️⃣ Build your chatflow 4️⃣ Connect your preferred messaging platforms 5️⃣ Deploy your chatbot or AI agent You can access your dashboard here: 👉 [**https://app.botpenguin.com/home**arrow-up-right](https://app.botpenguin.com/home) From the dashboard, you can create bots, design chatflows, connect integrations, and manage conversations with your users. [NextSupported Platforms Overviewchevron-right](https://help.botpenguin.com/getting-started/supported-platforms-overview) Last updated 2 days ago Was this helpful? --- # Supported Platforms Overview | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#website) **🌐 Website** BotPenguin allows you to install a chatbot directly on your website. **Features** * One-line installation script * Fully customizable chat widget * AI Agent support for instant replies * Lead capture & qualification * Real-time chat via the Inbox [robotWebsite / Mobile app Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#whatsapp) **💬 WhatsApp** Automate and manage customer conversations through WhatsApp Business. **Features** * Automated chatflows and FAQs * Broadcast messages & template notifications * Alerts, reminders, and order updates * 24/7 AI-powered support * Integration with CRM and third-party apps [whatsappWhatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#facebook) **📘 Facebook** Deploy a bot on Facebook Messenger to interact with your audience. **Features** * Automated replies to page messages * Lead qualification flows * Product or service recommendations * Campaign automation [facebookFacebook Botchevron-right](https://help.botpenguin.com/bots/facebook-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#telegram) **📨 Telegram** Create and manage Telegram bots using BotPenguin. **Features** * Automated responses * AI-powered FAQs * Menu-based conversational flows * Community engagement and announcements [telegramTelegram Botchevron-right](https://help.botpenguin.com/bots/telegram-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#instagram) **📸 Instagram** Automate Instagram DM conversations and engagement. **Features** * Automatic DM replies * Story mention responses * Keyword-based triggers * Lead capture from DMs and comments [instagramInstagram Botchevron-right](https://help.botpenguin.com/bots/instagram-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#microsoft-teams) **👥 Microsoft Teams** Use AI bots within MS Teams to support internal operations. **Features** * Internal Q&A automation * IT and HR support workflows * Approvals, requests, and workflow triggers * Team-wide helpdesk automation [windowsMS Teams Botchevron-right](https://help.botpenguin.com/bots/ms-teams-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#sms) **📱 SMS** Send and automate SMS-based communications. **Features** * Automated text replies * Notifications and reminders * OTP-style messages * Lead follow-up workflows [comment-smsSMS Botchevron-right](https://help.botpenguin.com/bots/sms-bot) * * * ### [hashtag](https://help.botpenguin.com/getting-started/supported-platforms-overview#summary) **✔ Summary** BotPenguin supports all major digital communication platforms, helping you automate customer engagement, support, and notifications efficiently from a single dashboard. [PreviousIntroduction to BotPenguinchevron-left](https://help.botpenguin.com/) [NextSystem Requirements & Setup Checklistchevron-right](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist) Last updated 18 days ago Was this helpful? * [🌐 Website](https://help.botpenguin.com/getting-started/supported-platforms-overview#website) * [💬 WhatsApp](https://help.botpenguin.com/getting-started/supported-platforms-overview#whatsapp) * [📘 Facebook](https://help.botpenguin.com/getting-started/supported-platforms-overview#facebook) * [📨 Telegram](https://help.botpenguin.com/getting-started/supported-platforms-overview#telegram) * [📸 Instagram](https://help.botpenguin.com/getting-started/supported-platforms-overview#instagram) * [👥 Microsoft Teams](https://help.botpenguin.com/getting-started/supported-platforms-overview#microsoft-teams) * [📱 SMS](https://help.botpenguin.com/getting-started/supported-platforms-overview#sms) * [✔ Summary](https://help.botpenguin.com/getting-started/supported-platforms-overview#summary) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Website / Mobile app Bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot#website-chatbot) Website Chatbot: -------------------------------------------------------------------------------------------------------- A website chatbot on BotPenguin is an AI-powered virtual assistant embedded directly into your website to engage visitors in real-time. It helps automate customer interactions, answer queries, collect leads, and guide users through your offerings—all without human intervention. Designed to work 24/7, the BotPenguin website chatbot ensures consistent support, boosts user engagement, and enhances customer satisfaction by delivering personalized, instant responses. * * * [spider-webBot Setup and installationchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation) [comments-questionManage Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow) [message-botTrain Your AI Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot) [pen-paintbrushCustomize your Bot widgetchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget) [Install your Landing Page Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot) [Install your Mobile App Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot) [gearChatbot Settingschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings) [brain-circuitAI Settingschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings) [copyChatbot Templateschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates) [link3rd party Integrationschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations) If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#26555356564954526644495256434841534f480845494b) . We will respond back within 48 business hours. [PreviousCreating Your First Chatbotchevron-left](https://help.botpenguin.com/bots/creating-your-first-chatbot) [NextBot Setup and installationchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation) Last updated 2 months ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # System Requirements & Setup Checklist | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **System Requirements & Setup Checklist** helps you verify that your browser, accounts, and connected platforms meet the minimum requirements to use BotPenguin efficiently. It ensures your environment is properly configured before creating, deploying, or testing any chatbot. * * * ### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#botpenguin-setup-checklist) BotPenguin Setup Checklist Below is a structured guide to help you understand and verify all required conditions before starting with BotPenguin. * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-1.-verify-your-browser-compatibility) 1\. Verify Your Browser Compatibility **1.** Ensure you are using a supported browser: * Chrome (recommended) * Firefox * Microsoft Edge * Safari * Brave **2.** Make sure the following settings are enabled: * Pop-ups (allowed for BotPenguin dashboard) **3.** Confirm your internet connection is stable (recommended: **10 Mbps+**). * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-2.-confirm-general-account-requirements) 2\. Confirm General Account Requirements * Ensure you have a valid email address or phone number to access the application. If not, create one to complete the login or signup process. * Make sure your BotPenguin account is active. * Verify that your email address and phone number are accessible for verification and communication. * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-3.-check-platform-specific-requirements) 3\. Check Platform-Specific Requirements #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#choose-the-requirements-from-the-bot-you-want-to-opt) Choose the Requirements from the Bot you want to opt: #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#website) 🔹 Website * Ability to add a script snippet to your website header/footer circle-info A **script snippet** is a small piece of code—usually written in JavaScript—that you add to your website’s **header or footer** section. * Supported site builders: * WordPress * Wix * Shopify * Custom HTML/CSS * Webflow * Squarespace #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#whatsapp) **🔹 WhatsApp** * A valid phone number that is not currently on Whatsapp. * Meta Business Manager account **Why this is important:** * Meta (Facebook) owns WhatsApp and controls API access. * Business Manager is used to: * Verify your business * Manage WhatsApp numbers * Create and approve message templates * Control access and permissions * **Without this account, WhatsApp API setup is not possible.** **Why this is important:** * Meta uses your website to verify that your business is **legitimate and compliant**. * It helps during: * Business verification * WhatsApp API approval * The website should clearly display: * Business name * Products or services * Contact details and policies > If you don’t have a website, Meta may reject or delay your WhatsApp API approval. * **Business Website** **Why this is important:** * These APIs allow businesses to: * Send and receive WhatsApp messages programmatically * Automate conversations * Use chatbots, broadcasts, and notifications * BotPenguin integrates with these APIs to enable: * Customer support automation * Marketing campaigns * Transactional messaging * **OR Access to WhatsApp Business API or Cloud API** [WhatsApp Bot Creation with Automated onboardingchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-bot-creation-with-automated-onboarding) #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#facebook) **🔹 Facebook** * Facebook Page admin access #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#instagram) **🔹 Instagram** * Instagram Business Account #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#telegram) **🔹 Telegram** * Telegram Bot Number #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#ms-teams) **🔹 MS Teams** * MS Teams Admin Center Access * Ability to add custom apps or connectors #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#sms) **🔹 SMS** * SMS provider credentials (e.g., Twilio) * Verified sender ID (depending on region) * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-4.-prepare-your-ai-agent-requirements) 4\. Prepare Your AI Agent Requirements To ensure a smooth and effective AI Agent setup, make sure the following are ready: * **Define your business clearly** Prepare a concise business description so the AI Agent understands your offerings, use cases, and customer intent accurately. * **Organize knowledge sources** Gather FAQs, documents, help guides, and relevant website links. Providing structured information helps the AI deliver more accurate and consistent responses. * **Set communication guidelines** Decide the tone of voice (formal, friendly, professional), response style, and any rules the AI should follow while interacting with users. * **Define allowed actions** Clearly specify what the AI Agent is permitted to do, such as capturing leads, booking appointments, sharing links, or handing over chats to live agents. * **Ensure clean and structured data** Well-organized, up-to-date, and clearly formatted data improves AI training quality and overall response accuracy. * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-5.-perform-pre-launch-testing) 5\. Perform Pre-Launch Testing Before publishing your chatbot: * Run tests for 10+ conversations * Validate all chat flows & decision branches * Test AI responses for accuracy * Verify integrations (CRM, Google Sheets, etc.) circle-info **Verify Integrations (CRM, Google Sheets, etc.)** * Complete a test chat that sends data to the integration * Check that the data appears correctly in the CRM or Google Sheet * Confirm fields are mapped properly (name, email, phone, etc.) * Ensure entries are created without errors or duplicates * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-6.-complete-final-deployment-checks) 6\. Complete Final Deployment Checks Fulfill these deployment checks before making your Bot live : #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#website-bot) **Website Bot** * Script snippet added successfully #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#whatsapp-bot) **WhatsApp Bot** * Number connected OR API connection verified * Green tick applied (optional) #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#other-channels) **Other Channels** * Bot connected to platform * Permissions approved * * * #### [hashtag](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist#id-7.-apply-recommended-best-practices) 7\. Apply Recommended Best Practices * Update AI training materials monthly. * Use modular chat flow design to avoid complexity. * Monitor chatbot analytics weekly. * Maintain consistent tone and response rules. * Keep platform integrations up-to-date. * * * 🎉 **Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.** [PreviousSupported Platforms Overviewchevron-left](https://help.botpenguin.com/getting-started/supported-platforms-overview) [NextCreating Your First Chatbotchevron-right](https://help.botpenguin.com/bots/creating-your-first-chatbot) Last updated 18 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Install your Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#what-is-website-chatbot-installation) What is Website Chatbot Installation? Website Chatbot Installation in BotPenguin allows you to integrate your chatbot directly into your website. Once installed, the chatbot can engage visitors, answer queries, collect leads, and provide instant support — all without needing additional software or manual intervention. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#benefits-of-installing-your-website-chatbot) Benefits of Installing Your Website Chatbot * **Engage visitors instantly**: Start conversations with website users in real time. * **Generate leads efficiently**: Capture user details automatically during interactions. * **Provide 24/7 support**: Ensure visitors get help even when your team is offline. * **Boost conversions**: Guide users through products or services directly in chat. * **Simplify management**: One integration handles all website interactions seamlessly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#methods-to-install-your-chatbot) Methods to Install Your Chatbot: 1. [Install your Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot) : Use this option to add the chatbot to your **entire website**. By installing the website chatbot script, the bot appears on all selected pages of your site and allows visitors to chat in real time. This method is ideal for business websites, blogs, and eCommerce stores where you want continuous customer engagement. 2. [Install your Landing Page Bot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot) : This option lets you embed the BotPenguin chatbot code directly into the **HTML of a specific landing page**. It enables live chat only on that page, making it perfect for campaigns, product launches, or lead-generation pages where focused interaction is required. 3. [Install your Mobile App Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot) : Use this method to integrate the chatbot into your **mobile application**. The chatbot can be embedded within Android or iOS apps using the provided integration details, allowing users to chat without leaving the app. 4. [Install Embedded Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-embedded-chatbot) : The Embedded Chatbot allows you to place the chatbot inside a **specific section of a webpage**, such as a support page or dashboard, instead of showing it as a floating widget. This provides a seamless and controlled chat experience within your page layout. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#faqs-for-website-chatbot-installation) FAQs for Website Chatbot Installation chevron-rightDo I need coding knowledge to install the chatbot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#do-i-need-coding-knowledge-to-install-the-chatbot) Yes, basic understanding of how to paste code into your website is helpful, but BotPenguin is compatible with most CMS platforms and website builders without coding. chevron-rightCan I install multiple chatbots on one website?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#can-i-install-multiple-chatbots-on-one-website) No, it’s recommended to install only one chatbot per website to avoid conflicts and overlapping messages. chevron-rightDoes the chatbot work on mobile devices?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#does-the-chatbot-work-on-mobile-devices) Yes, the BotPenguin website chatbot is fully responsive and works on desktop, tablet, and mobile screens. chevron-rightCan I remove or update the chatbot later?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#can-i-remove-or-update-the-chatbot-later) Yes. Simply remove or replace the embed code in your website HTML. Updates from the dashboard will reflect automatically if the code remains. chevron-rightHow do I troubleshoot if the chatbot doesn’t appear?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#how-do-i-troubleshoot-if-the-chatbot-doesnt-appear) Check that the code is correctly pasted, clear your browser cache, and ensure there are no script-blocking plugins. Contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** if issues persist. chevron-rightCan I install the chatbot on a custom-built website, WordPress, Wix, or Squarespace?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#can-i-install-the-chatbot-on-a-custom-built-website-wordpress-wix-or-squarespace) Yes, BotPenguin provides platform-specific instructions for each: custom HTML embed for custom websites, plugin or code embed for WordPress, Custom Code section for Wix, and Code Injection for Squarespace. chevron-rightWill the chatbot automatically update after installation?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#will-the-chatbot-automatically-update-after-installation) Yes, any updates you make to the chatbot on the BotPenguin dashboard will reflect on your website automatically, as long as the embed code remains in place. [PreviousBot Setup and installationchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation) [NextInstall your Website Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot) Last updated 2 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#interactive-guide) * [What is Website Chatbot Installation?](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#what-is-website-chatbot-installation) * [Benefits of Installing Your Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#benefits-of-installing-your-website-chatbot) * [Methods to Install Your Chatbot:](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#methods-to-install-your-chatbot) * [FAQs for Website Chatbot Installation](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot#faqs-for-website-chatbot-installation) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Creating Your First Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/creating-your-first-chatbot#what-is-chatbot-description) What is Chatbot Description? The **Chatbot Description** provides a clear understanding of BotPenguin’s AI-powered conversational assistant. It explains how BotPenguin chatbots automate interactions, offer instant support, capture user data, and guide customers across multiple digital channels—without manual involvement. Chatbots built using BotPenguin leverage advanced NLP to understand intent, respond accurately, and deliver smooth, personalized conversations across websites, WhatsApp, Facebook, Instagram, Telegram, MS Teams, and SMS. * * * ### [hashtag](https://help.botpenguin.com/bots/creating-your-first-chatbot#how-to-use-chatbot-description) How to Use Chatbot Description Below is the step-by-step guide to creating your chatbot inside BotPenguin. 1. **Open the Bots Section** From the left sidebar, click on **“Bots”**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fw3xh7dlIH7gbtXohkb2d%252Fimage.png%3Falt%3Dmedia%26token%3D86a5ede9-d5fd-4b32-ae45-0ea81aa27d82&width=768&dpr=3&quality=100&sign=8e2c2eca&sv=2) 1. **Create a New Bot** Click on **“Create New Bot”** to start building a new chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwMk3srA05zMdBIjmcA7v%252Fimage.png%3Falt%3Dmedia%26token%3Ddfd82e11-856e-4741-b9ec-b215a780646e&width=768&dpr=3&quality=100&sign=4da199de&sv=2) 1. **Select Chatbot Platform** Choose the type of bot you want to connect with (Website, WhatsApp, Facebook, Instagram, Telegram, MS Teams, SMS). ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fo7jTHJTELfCU332JTnKF%252Fimage.png%3Falt%3Dmedia%26token%3D5dc5bc61-383e-4afe-9828-d96e59f0184a&width=768&dpr=3&quality=100&sign=72a4fc3&sv=2) 1. Select the Usecase of the Chatbot and accordingly it will apply the Chatflow to the Chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F7gtxVPJE79MCPX6F9X6T%252Fimage.png%3Falt%3Dmedia%26token%3Dea34dbcd-1ec8-4a0d-b3d1-6663fe67cc8d&width=768&dpr=3&quality=100&sign=94c1aa09&sv=2) 1. Configure the chatflow. [comments-questionManage Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fk9Auq6CbIXtdC3djU3lO%252Fimage.png%3Falt%3Dmedia%26token%3D2ce7fd5b-3695-4ee9-9c2b-ac69a0976477&width=768&dpr=3&quality=100&sign=12720734&sv=2) 1. Double Click on the Component to open the Configure window of the particular Component. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FKVUaeApaQulQ3Nev4SGU%252Fimage.png%3Falt%3Dmedia%26token%3Dbec0aefd-6142-488b-acea-3be6ddfad414&width=768&dpr=3&quality=100&sign=fe511771&sv=2) 1. Configure the General and Advance settings of the particular component. 2. Click on Classic Builder button to switch to Classic mode. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFAt8CYpcwluIevRd4J7E%252Fimage.png%3Falt%3Dmedia%26token%3D494c635f-39db-4cbf-83f8-2655febb7b98&width=768&dpr=3&quality=100&sign=b2863175&sv=2) 1. And the mode will be switched to classic. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FG50PgNkWNySYWGSAbw6y%252Fimage.png%3Falt%3Dmedia%26token%3D516a7a3d-e7e8-403f-80eb-9416aa6d0e9e&width=768&dpr=3&quality=100&sign=a576c424&sv=2) 1. Click on Import Template button to import the existing Chat Templates into your Chatflow or create new one from the scratch. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLVaQQqIeaT1dI0taJYQy%252Fimage.png%3Falt%3Dmedia%26token%3D46271c41-6320-4218-b2a3-fe1daf1ac5ea&width=768&dpr=3&quality=100&sign=97b29344&sv=2) You may select from existing templates or skip this step to build your bot from scratch. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F7NVU5zRB1d8RO4GO7YE3%252Fimage.png%3Falt%3Dmedia%26token%3De76a52a8-9d97-4ca8-a267-66547b8bf480&width=768&dpr=3&quality=100&sign=35af8f87&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMeNgRgYGbkERjEb2hlZa%252Fimage.png%3Falt%3Dmedia%26token%3D6a71b12a-2c36-44fa-9db1-551a30fe108d&width=768&dpr=3&quality=100&sign=f06ef23f&sv=2) 1. Click on **"Test"** button to test your chatflow on website or Landing Page. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fc8s0m6l71Q23q6ybYCnm%252Fimage.png%3Falt%3Dmedia%26token%3Dfba2434b-db29-4ced-ac49-00a463d037ca&width=768&dpr=3&quality=100&sign=5d0334c8&sv=2) 1. Click on Install button to install the Chatbot on different platforms. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUCEBZB7UCSeUVysb4co6%252Fimage.png%3Falt%3Dmedia%26token%3D23be9b3e-eeef-4a4b-9acc-a91121525a63&width=768&dpr=3&quality=100&sign=2a571de9&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWdRAR9DsEXXQhBaIvjk6%252Fimage.png%3Falt%3Dmedia%26token%3D6c9b322f-20b8-4a64-9070-fc2a6c16c875&width=768&dpr=3&quality=100&sign=5b9836e&sv=2) [spider-webBot Setup and installationchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation) 1. **Navigate to Your Created Chatbot** Navigate to the chatbot you just created. BotPenguin organizes all bots clearly so you can find yours easily. * * * 🎉 **Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.** **Let's Take you to different bots** Navigate to the specific chatbot you want to make; we have it sorted out. [robotWebsite / Mobile app Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot) [whatsappWhatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot) [instagramInstagram Botchevron-right](https://help.botpenguin.com/bots/instagram-bot) [facebookFacebook Botchevron-right](https://help.botpenguin.com/bots/facebook-bot) [telegramTelegram Botchevron-right](https://help.botpenguin.com/bots/telegram-bot) [windowsMS Teams Botchevron-right](https://help.botpenguin.com/bots/ms-teams-bot) [comment-smsSMS Botchevron-right](https://help.botpenguin.com/bots/sms-bot) [PreviousSystem Requirements & Setup Checklistchevron-left](https://help.botpenguin.com/getting-started/system-requirements-and-setup-checklist) [NextWebsite / Mobile app Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot) Last updated 18 days ago Was this helpful? * [What is Chatbot Description?](https://help.botpenguin.com/bots/creating-your-first-chatbot#what-is-chatbot-description) * [How to Use Chatbot Description](https://help.botpenguin.com/bots/creating-your-first-chatbot#how-to-use-chatbot-description) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Install your Mobile App Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#what-is-install-mobile-app-chatbot) What is Install Mobile App Chatbot? The **Mobile App Chatbot** allows you to integrate your BotPenguin chatbot directly into a mobile application. Based on your app’s development framework, BotPenguin provides platform-specific installation guidance to ensure smooth chatbot integration and optimal performance. You can choose from **iOS**, **Android**, **React Native**, or **Other** depending on how your mobile app is built. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#how-to-use-install-mobile-app-chatbot) How to Use Install Mobile App Chatbot Follow the steps below based on the mobile platform used to build your app. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#id-1.-open-mobile-app-chatbot-installation) 1\. Open Mobile App Chatbot Installation ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fs8FczsWxhpeqrJdUvNZf%252Fimage.png%3Falt%3Dmedia%26token%3Dca3d150b-6cea-40e1-bd5f-fbffd1dca1e4&width=768&dpr=3&quality=100&sign=c1d9995f&sv=2) 1. Click on Bots from the Left menu and select the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZmLdcxPFEodJeMreFAKp%252Fimage.png%3Falt%3Dmedia%26token%3D8567c327-344f-495d-9263-8d311c493803&width=768&dpr=3&quality=100&sign=57ffeefe&sv=2) 1. Now click on **“Install Your Chatbot.”** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnySbpv3zBrItfl8rgo6L%252Fimage.png%3Falt%3Dmedia%26token%3D940db384-ae93-4dd1-9f6d-a82ab555c4e3&width=768&dpr=3&quality=100&sign=417500cc&sv=2) 1. Select the **“Mobile App Chatbot”** tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVHbmaFIDCqMPsocCXEdf%252Fimage.png%3Falt%3Dmedia%26token%3D415b1707-4072-42a9-985b-ef27ae703e1d&width=768&dpr=3&quality=100&sign=d2d900c7&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#id-2.-select-your-mobile-platform) 2\. Select Your Mobile Platform Choose the platform that matches your app’s development environment. [iOS (Swift / Objective-C)chevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot/ios-swift-objective-c) [Androidchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot/android) [React Nativechevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot/react-native) [Other / Native Appschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot/other-native-apps) [PreviousInstall your Landing Page Botchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot) [NextiOS (Swift / Objective-C)chevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot/ios-swift-objective-c) Last updated 16 days ago Was this helpful? * [What is Install Mobile App Chatbot?](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#what-is-install-mobile-app-chatbot) * [How to Use Install Mobile App Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot#how-to-use-install-mobile-app-chatbot) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Install your Landing Page Bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#what-is-install-landing-page-bot) What is Install Landing Page Bot? The **Landing Page Bot** provides you with a unique, ready-to-use chatbot link hosted by BotPenguin. This link opens a standalone chatbot page that users can interact with instantly—without requiring website integration or code installation. You can share this link across social media, contact pages, emails, QR codes, or business cards to start conversations immediately. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#how-to-use-install-landing-page-bot) How to Use Install Landing Page Bot Follow the steps below to access, test, and share your Landing Page Bot. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#id-1.-open-landing-page-bot-installation) 1\. Open Landing Page Bot Installation ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fs8FczsWxhpeqrJdUvNZf%252Fimage.png%3Falt%3Dmedia%26token%3Dca3d150b-6cea-40e1-bd5f-fbffd1dca1e4&width=768&dpr=3&quality=100&sign=c1d9995f&sv=2) 1. Click on Bots from the Left menu and select the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZmLdcxPFEodJeMreFAKp%252Fimage.png%3Falt%3Dmedia%26token%3D8567c327-344f-495d-9263-8d311c493803&width=768&dpr=3&quality=100&sign=57ffeefe&sv=2) 1. Now click on **“Install Your Chatbot.”** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnySbpv3zBrItfl8rgo6L%252Fimage.png%3Falt%3Dmedia%26token%3D940db384-ae93-4dd1-9f6d-a82ab555c4e3&width=768&dpr=3&quality=100&sign=417500cc&sv=2) 1. Click on the **“Landing Page Bot”** tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FkxDIXy1iOyvfmvJR4oHi%252Fimage.png%3Falt%3Dmedia%26token%3D8be23748-9590-4cd9-bcc1-1978a07e4ae1&width=768&dpr=3&quality=100&sign=46c5406e&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#id-2.-access-your-unique-bot-link) 2\. Access Your Unique Bot Link * You will see a message confirming your **unique Landing Page Bot URL**. This link is automatically generated for your chatbot. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#id-3.-test-the-landing-page-bot) 3\. Test the Landing Page Bot * Click **“Test”** to preview how the chatbot appears and interacts with users. * Test view of the Landing Bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FEGJrOOXNA9ksRt4JI4Cz%252Fimage.png%3Falt%3Dmedia%26token%3D149a4287-c9ad-425b-9541-38a8aeeee409&width=768&dpr=3&quality=100&sign=548836b5&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#id-4.-copy-and-share-the-bot-url) 4\. Copy and Share the Bot URL * Click **“Copy URL”** to copy the chatbot link. * Share this link on: 1. Social media platforms 2. Contact or support pages 3. Email campaigns 4. QR codes 5. Business cards Once shared, users can start chatting instantly. * * * 🎉 **Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#faqs) FAQ's Here are some common questions asked regarding training with FAQ's: chevron-rightWhat is a Landing Page Bot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#what-is-a-landing-page-bot) A Landing Page Bot is a standalone chatbot hosted by BotPenguin that users can access via a direct link without installing it on a website. chevron-rightDo I need a website to use a Landing Page Bot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#do-i-need-a-website-to-use-a-landing-page-bot) No. The Landing Page Bot works independently and does not require a website. chevron-rightWhere can I share the Landing Page Bot link?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#where-can-i-share-the-landing-page-bot-link) You can share it on social media, emails, contact pages, QR codes, or printed materials like business cards. chevron-rightCan I customize the chatbot before sharing the link?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#can-i-customize-the-chatbot-before-sharing-the-link) Yes. You can fully customize the chat flow, messages, and branding before sharing the link. chevron-rightCan I test the bot before sharing it publicly?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#can-i-test-the-bot-before-sharing-it-publicly) Yes. Use the **“Test”** button to preview and verify the chatbot experience. chevron-rightWill the same link work for all users?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#will-the-same-link-work-for-all-users) Yes. The generated Landing Page Bot URL can be accessed by unlimited users. chevron-rightCan I disable or regenerate the Landing Page Bot link?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#can-i-disable-or-regenerate-the-landing-page-bot-link) You can stop or modify chatbot behavior by editing the bot, but the link remains tied to the same chatbot. If you still have questions for our team, write to us at [**\[email protected\]**envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#33404643435c414773515c4743565d54465a5d1d505c5e) . We’ll get back to you within 48 hours. [PreviousInstall Website Chatbot on None/Not Surechevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot/install-website-chatbot-on-none-not-sure) [NextInstall your Mobile App Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-mobile-app-chatbot) Last updated 18 days ago Was this helpful? * [What is Install Landing Page Bot?](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#what-is-install-landing-page-bot) * [How to Use Install Landing Page Bot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#how-to-use-install-landing-page-bot) * [FAQ's](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-landing-page-bot#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Manage Chatflow | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Edit and Manage Chatflow** section allows you to view, update, organize, and control all conversation flows created for your chatbot. From here, you can fine-tune how your bot interacts with users by editing messages, managing multiple flows, and defining how and when each flow is triggered. This section is essential for maintaining accurate, engaging, and goal-driven chatbot conversations. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#what-you-can-do-here) What You Can Do Here Using the **Edit and Manage Chatflow** page, you can: * Edit existing chat flows ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCYGKdxDBiAsU29S8J4Rg%252Fimage.png%3Falt%3Dmedia%26token%3De28090ef-0aa6-45d0-b962-98b95571271c&width=768&dpr=3&quality=100&sign=c23feadf&sv=2) * Clicking on Visualise Flow will switch the mode. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fk9Auq6CbIXtdC3djU3lO%252Fimage.png%3Falt%3Dmedia%26token%3D2ce7fd5b-3695-4ee9-9c2b-ac69a0976477&width=768&dpr=3&quality=100&sign=12720734&sv=2) * ​Double Click on the Component to open the Configure window of the particular Component. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FKVUaeApaQulQ3Nev4SGU%252Fimage.png%3Falt%3Dmedia%26token%3Dbec0aefd-6142-488b-acea-3be6ddfad414&width=768&dpr=3&quality=100&sign=fe511771&sv=2) * Configure the General and Advance settings of the particular component. * Click on Classic Builder button to switch to Classic mode. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFAt8CYpcwluIevRd4J7E%252Fimage.png%3Falt%3Dmedia%26token%3D494c635f-39db-4cbf-83f8-2655febb7b98&width=768&dpr=3&quality=100&sign=b2863175&sv=2) 1. And the mode will be switched to classic. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FvX2kyQfXTI1DAEkTr6CZ%252Fimage.png%3Falt%3Dmedia%26token%3D16d19287-9730-4695-873e-69198ccb555e&width=768&dpr=3&quality=100&sign=937f39f8&sv=2) * Create and manage multiple flows with the help of Redirect Component ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FAJ9ieCY57MUu3vfiL2EQ%252Fimage.png%3Falt%3Dmedia%26token%3D44f3f8d9-b486-401d-a899-959554b0be40&width=768&dpr=3&quality=100&sign=2df39777&sv=2) [Multiple Flows (Redirect Component)chevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component) * Set a default chat flow ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLmH2JqRmnz1qm1rI8WEM%252Fimage.png%3Falt%3Dmedia%26token%3Da4e49703-9fcd-4594-a65b-1cce9b516569&width=768&dpr=3&quality=100&sign=d9217f7b&sv=2) * Enable or disable revisit flows ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FogOcLRtHouvRv2sWuPwl%252Fimage.png%3Falt%3Dmedia%26token%3D3e7cc0dd-baed-47b2-a007-726f9fc35375&width=768&dpr=3&quality=100&sign=f0ece494&sv=2) * Import and export chat flows ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fi6QZy6lKS98ydJNy7meZ%252Fimage.png%3Falt%3Dmedia%26token%3D7108d8ea-3a7b-4e54-8ad8-87c14101f945&width=768&dpr=3&quality=100&sign=bcf35144&sv=2) [Create Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow) [Components in Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow) * Delete unused or outdated flows ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fx8uuczqHuvrSwXMBlzhw%252Fimage.png%3Falt%3Dmedia%26token%3Df731b1ab-0825-41dd-ba6b-95bb6c74a70d&width=768&dpr=3&quality=100&sign=1677697&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#faqs) FAQs chevron-rightCan I edit a live chat flow?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#can-i-edit-a-live-chat-flow) Yes. Any saved changes are applied immediately to the chatbot. chevron-rightCan I have multiple chat flows?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#can-i-have-multiple-chat-flows) Yes. You can create and manage multiple flows, but only one can be the default. chevron-rightWhat happens if I delete a flow?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#what-happens-if-i-delete-a-flow) The flow is permanently removed and cannot be restored. chevron-rightCan I reuse chat flows in another bot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#can-i-reuse-chat-flows-in-another-bot) Yes. Download the flow and import it into another bot of the same type. chevron-rightWhy should I use revisit flows?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#why-should-i-use-revisit-flows) Revisit flows allow returning users to access the same conversation again, improving continuity and user experience. [PreviousInstall Embedded Chatbotchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-embedded-chatbot) [NextCreate Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow) Last updated 17 days ago Was this helpful? * [What You Can Do Here](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#what-you-can-do-here) * [FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Install your Website Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#interactive-guide) Interactive Guide: * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#what-is-website-chatbot-deployment) What is Website Chatbot Deployment? Website Chatbot Deployment in BotPenguin allows you to integrate your chatbot directly into your website. Once deployed, the chatbot can assist visitors, answer queries, collect leads, and provide support in real time, making your website more interactive and user-friendly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#benefits-of-deploying-your-website-chatbot) Benefits of Deploying Your Website Chatbot * **Engage visitors instantly:** Start conversations with website users in real time. * **Generate leads efficiently:** Capture user details automatically during interactions. * **Provide 24/7 support:** Ensure visitors get help even when your team is offline. * **Boost conversions:** Guide users through products or services directly in chat. * **Simplify management:** One integration handles all website interactions seamlessly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#guidance-video) Guidance Video * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#what-does-deploying-a-chatbot-mean) What does Deploying a Chatbot Mean? Deploying a chatbot on a website means making your chatbot live and available on your site, so customers can interact with it directly. This process involves adding the chatbot to your website, enabling it to assist visitors, answer questions, and provide support in real time. Your chatbot will be live on your website like this:- ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FNPPWYtep9WN6YaHSeQML%252Fimage.png%3Falt%3Dmedia%26token%3D8866ccd7-8db1-4f6e-b312-f029af400186&width=768&dpr=3&quality=100&sign=2c1361d3&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#prerequisites) Prerequisites Before you begin installing your chatbot, ensure you have completed the following steps: * **Create Your Website Chatbot**: Ensure that your chatbot is fully developed and tested. * **Complete the "Edit Your Chat Flow" Section**: Make sure you have configured your chatbot's conversation flow to handle customer interactions effectively. Once these prerequisites are met, you can proceed with the installation of your chatbot. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#steps-to-install-your-website-chatbot) Steps to Install Your Website Chatbot 1. To manage all your chatbots, you first need to visit the BotPenguin Dashboard: [https://app.botpenguin.com/homearrow-up-right](https://app.botpenguin.com/home) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fs8FczsWxhpeqrJdUvNZf%252Fimage.png%3Falt%3Dmedia%26token%3Dca3d150b-6cea-40e1-bd5f-fbffd1dca1e4&width=768&dpr=3&quality=100&sign=c1d9995f&sv=2) 1. Click on Bots from the Left menu and select the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZmLdcxPFEodJeMreFAKp%252Fimage.png%3Falt%3Dmedia%26token%3D8567c327-344f-495d-9263-8d311c493803&width=768&dpr=3&quality=100&sign=57ffeefe&sv=2) 1. Now click on **“Install Your Chatbot.”** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnySbpv3zBrItfl8rgo6L%252Fimage.png%3Falt%3Dmedia%26token%3D940db384-ae93-4dd1-9f6d-a82ab555c4e3&width=768&dpr=3&quality=100&sign=417500cc&sv=2) 1. You can select the platform where you need to deploy your chatbot. 2. Click on **“Custom Built”** to install your chatbot on your website. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F42lHurqIhtUjQikAEcDU%252Fimage.png%3Falt%3Dmedia%26token%3D8a606cce-5ac5-4f51-b774-2187de6110a5&width=768&dpr=3&quality=100&sign=c6a381f0&sv=2) * Website Chatbot: The chatbot is embedded and active on the website interface. * Landing Page Bot: The chatbot is embedded and active on the landing page interface. * Mobile App Chatbot: The chatbot is embedded and active on the mobile app interface. * Embedded Chatbot: The Embedded Chatbot allows you to place the chatbot inside a specific section of a webpage, such as a support page or dashboard, instead of showing it as a floating widget. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#test-your-code) Test Your Code 1. To see how your chatbot will function and appear on your website and landing page, click on the **"Test"** button and select whether you want to test the Website or Landing Page bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FTEhbHeMb0DIUtahY22aj%252Fimage.png%3Falt%3Dmedia%26token%3Dcf698abb-d47f-48fa-bd29-8c34142edfbf&width=768&dpr=3&quality=100&sign=73b928e&sv=2) 1. Now let’s move ahead with the installing part. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#how-to-install-your-website-chatbot) **How to Install Your Website Chatbot** Follow these steps to install your chatbot on your website using the **Website Chatbot** option. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-1-go-to-the-bots-section) **Step 1: Go to the Bots Section** 1. Log in to your **BotPenguin Dashboard**. 2. From the left-hand menu, click on **Bots**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FyUmwCN3wvArj56TCCP2I%252Fimage.png%3Falt%3Dmedia%26token%3D4c193ecd-5fab-4fff-9410-0d9c646127ee&width=768&dpr=3&quality=100&sign=e51beffe&sv=2) 1. Select the bot you want to install. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-2-open-the-install-your-chatbot-screen) **Step 2: Open the Install Your Chatbot Screen** 1. After selecting the bot, click on **Install Your Chatbot**. 2. By default, the **Website Chatbot** tab will be selected. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F4WxIQJrOEADJb0y05ai8%252Fimage.png%3Falt%3Dmedia%26token%3D3f21205f-8df7-4afa-9b14-e57ecec67c86&width=768&dpr=3&quality=100&sign=a233bec5&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-3-choose-your-website-platform) **Step 3: Choose Your Website Platform** Under the **Website Chatbot** section, select the platform where you want to install the bot: * **Custom Built** – For custom or self-hosted websites * **WordPress** – For WordPress websites * **Shopify** – For Shopify stores * **Wix** – For Wix websites * **Squarespace** – For Squarespace websites * **None / Not Sure** – If your platform is not listed or you’re unsure * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-4-follow-platform-specific-instructions) **Step 4: Follow Platform-Specific Instructions** 1. Click on your website platform. 2. Copy the chatbot script or follow the on-screen installation instructions provided. 3. Paste the script into your website as instructed (usually before the closing `` tag). ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fp6hGzkC8MmgKqrbnxrQR%252Fimage.png%3Falt%3Dmedia%26token%3D03ab76e3-40f6-46ca-b33c-674e2f394622&width=768&dpr=3&quality=100&sign=cc086bf3&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-5-publish-your-website) **Step 5: Publish Your Website** 1. Save the changes on your website. 2. Publish or deploy your site to make the chatbot live. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-6-test-your-chatbot) **Step 6: Test Your Chatbot** 1. Click on the **Test Bot** button at the bottom-right of the screen. 2. Open your website and verify that the chatbot appears and responds correctly. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#step-7-check-connection-status) **Step 7: Check Connection Status** Once installed successfully, the platform card will no longer show Not Connected, confirming the chatbot is live. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#faqs-for-website-chatbot-deployment) FAQs for Website Chatbot Deployment chevron-rightDo I need coding knowledge to install the chatbot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#do-i-need-coding-knowledge-to-install-the-chatbot) Basic understanding of how to paste code into your website is helpful, but BotPenguin is compatible with most CMS platforms and website builders without coding. chevron-rightCan I install multiple chatbots on one website?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#can-i-install-multiple-chatbots-on-one-website) No, it’s recommended to install only one chatbot per website to avoid conflicts and overlapping messages. chevron-rightDoes the chatbot work on mobile devices?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#does-the-chatbot-work-on-mobile-devices) Yes, the BotPenguin website chatbot is fully responsive and works on desktop, tablet, and mobile screens. chevron-rightCan I remove or update the chatbot later?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#can-i-remove-or-update-the-chatbot-later) Yes. Simply remove or replace the embed code in your website HTML. Updates from the dashboard will reflect automatically if the code remains. chevron-rightHow do I troubleshoot if the chatbot doesn’t appear?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#how-do-i-troubleshoot-if-the-chatbot-doesnt-appear) Check that the code is correctly pasted, clear your browser cache, and ensure there are no script-blocking plugins. Contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** if issues persist. chevron-rightCan I install the chatbot on a custom-built website, WordPress, Wix, or SquareSpace?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#can-i-install-the-chatbot-on-a-custom-built-website-wordpress-wix-or-squarespace) Yes, BotPenguin provides platform-specific instructions for each: custom HTML embed for custom websites, plugin or code embed for WordPress, Custom Code section for Wix, and Code Injection for Squarespace. chevron-rightWill the chatbot automatically update after installation?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#will-the-chatbot-automatically-update-after-installation) Yes, any updates you make to the chatbot on the BotPenguin dashboard will reflect on your website automatically, as long as the embed code remains in place. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#b1c2c4c1c1dec3c5f1d3dec5c1d4dfd6c4d8df9fd2dedc) . We will respond back within 48 business hours. [PreviousInstall your Chatbotchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot) [NextInstall Website Chatbot on Custom Build Websitechevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot/install-website-chatbot-on-custom-build-website) Last updated 16 days ago Was this helpful? * [Interactive Guide:](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#interactive-guide) * [What is Website Chatbot Deployment?](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#what-is-website-chatbot-deployment) * [Benefits of Deploying Your Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#benefits-of-deploying-your-website-chatbot) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#guidance-video) * [What does Deploying a Chatbot Mean?](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#what-does-deploying-a-chatbot-mean) * [Prerequisites](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#prerequisites) * [Steps to Install Your Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#steps-to-install-your-website-chatbot) * [Test Your Code](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#test-your-code) * [How to Install Your Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#how-to-install-your-website-chatbot) * [FAQs for Website Chatbot Deployment](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot/install-your-website-chatbot#faqs-for-website-chatbot-deployment) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Bot Setup and installation | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#interactive-guide) Interactive Guide -------------------------------------------------------------------------------------------------------------------------------------- [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#guidance-video) Guidance Video -------------------------------------------------------------------------------------------------------------------------------- How to create a Website chatbot * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#steps-to-make-a-website-chatbot) Steps to Make a Website Chatbot ------------------------------------------------------------------------------------------------------------------------------------------------------------------ 1. To create your Website chatbot , you first need to visit the BotPenguin Dashboard: [https://app.botpenguin.com/homearrow-up-right](https://app.botpenguin.com/home) 2. To start creating your new chatbot, Click on Bots then click on **"Create New Bot."** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fw3xh7dlIH7gbtXohkb2d%252Fimage.png%3Falt%3Dmedia%26token%3D86a5ede9-d5fd-4b32-ae45-0ea81aa27d82&width=768&dpr=3&quality=100&sign=8e2c2eca&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwMk3srA05zMdBIjmcA7v%252Fimage.png%3Falt%3Dmedia%26token%3Ddfd82e11-856e-4741-b9ec-b215a780646e&width=768&dpr=3&quality=100&sign=4da199de&sv=2) 1. Select the platform. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fo7jTHJTELfCU332JTnKF%252Fimage.png%3Falt%3Dmedia%26token%3D5dc5bc61-383e-4afe-9828-d96e59f0184a&width=768&dpr=3&quality=100&sign=72a4fc3&sv=2) 1. Select the Usecase for creating your bot and proceed further. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F7gtxVPJE79MCPX6F9X6T%252Fimage.png%3Falt%3Dmedia%26token%3Dea34dbcd-1ec8-4a0d-b3d1-6663fe67cc8d&width=768&dpr=3&quality=100&sign=94c1aa09&sv=2) 1. You will be redirected to the Chatflow. You can change the flow to the Classic Builder according to your convenience. 2. You can configure the chatflow and test it accordingly. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fk9Auq6CbIXtdC3djU3lO%252Fimage.png%3Falt%3Dmedia%26token%3D2ce7fd5b-3695-4ee9-9c2b-ac69a0976477&width=768&dpr=3&quality=100&sign=12720734&sv=2) ​ 1. Double Click on the Component to open the Configure window of the particular Component. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FKVUaeApaQulQ3Nev4SGU%252Fimage.png%3Falt%3Dmedia%26token%3Dbec0aefd-6142-488b-acea-3be6ddfad414&width=768&dpr=3&quality=100&sign=fe511771&sv=2) 1. Configure the General and Advance settings of the particular component. 2. Click on Classic Builder button to switch to Classic mode. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFAt8CYpcwluIevRd4J7E%252Fimage.png%3Falt%3Dmedia%26token%3D494c635f-39db-4cbf-83f8-2655febb7b98&width=768&dpr=3&quality=100&sign=b2863175&sv=2) 1. And the mode will be switched to classic. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FvX2kyQfXTI1DAEkTr6CZ%252Fimage.png%3Falt%3Dmedia%26token%3D16d19287-9730-4695-873e-69198ccb555e&width=768&dpr=3&quality=100&sign=937f39f8&sv=2) You may select from existing templates or skip this step to build your bot from scratch. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLVaQQqIeaT1dI0taJYQy%252Fimage.png%3Falt%3Dmedia%26token%3D46271c41-6320-4218-b2a3-fe1daf1ac5ea&width=768&dpr=3&quality=100&sign=97b29344&sv=2) 1. Click on Import Template button to import the existing Chat Templates into your Chatflow or create new one from the scratch. ​ ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F7NVU5zRB1d8RO4GO7YE3%252Fimage.png%3Falt%3Dmedia%26token%3De76a52a8-9d97-4ca8-a267-66547b8bf480&width=768&dpr=3&quality=100&sign=35af8f87&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMeNgRgYGbkERjEb2hlZa%252Fimage.png%3Falt%3Dmedia%26token%3D6a71b12a-2c36-44fa-9db1-551a30fe108d&width=768&dpr=3&quality=100&sign=f06ef23f&sv=2) 1. Click on **"Test"** button to test your chatflow on website or Landing Page. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fc8s0m6l71Q23q6ybYCnm%252Fimage.png%3Falt%3Dmedia%26token%3Dfba2434b-db29-4ced-ac49-00a463d037ca&width=768&dpr=3&quality=100&sign=5d0334c8&sv=2) 1. Click on Install button to install the Chatbot on different platforms. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUCEBZB7UCSeUVysb4co6%252Fimage.png%3Falt%3Dmedia%26token%3D23be9b3e-eeef-4a4b-9acc-a91121525a63&width=768&dpr=3&quality=100&sign=2a571de9&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWdRAR9DsEXXQhBaIvjk6%252Fimage.png%3Falt%3Dmedia%26token%3D6c9b322f-20b8-4a64-9070-fc2a6c16c875&width=768&dpr=3&quality=100&sign=5b9836e&sv=2) [Install your Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot) 🎉 Congratulations, you have successfully completed this section! ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#faqs-for-website-chatbot-creation) FAQs for Website Chatbot Creation chevron-rightDo I need coding knowledge to create a Website Chatbot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#do-i-need-coding-knowledge-to-create-a-website-chatbot) No, BotPenguin provides a no-code builder. You can create and configure your chatbot using drag-and-drop components without any technical expertise. chevron-rightCan I switch between Flow Builder and Classic Builder anytime?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#can-i-switch-between-flow-builder-and-classic-builder-anytime) Yes, you can switch to **“Classic Builder”** from the Chatflow screen whenever required. However, ensure your flow logic is reviewed after switching modes. chevron-rightCan I build a chatbot from scratch instead of using a template?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#can-i-build-a-chatbot-from-scratch-instead-of-using-a-template) Yes, you can skip template selection and create your chatbot completely from scratch using the builder. chevron-rightHow can I test my chatbot before going live?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#how-can-i-test-my-chatbot-before-going-live) Click on the **“Test”** button inside the Chatflow builder to preview how the chatbot will respond on your website or landing page. chevron-rightWhat does the “Install” button do?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#what-does-the-install-button-do) The **“Install”** button generates the integration script or platform-specific installation method required to deploy the chatbot on your website or other supported platforms. chevron-rightCan I edit my chatbot after installing it on my website?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#can-i-edit-my-chatbot-after-installing-it-on-my-website) Yes, you can update the chatflow anytime. Changes will reflect automatically once saved and published. * * * If you still have questions for our team, write to us at [**\[email protected\]**envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#33404643435c414773515c4743565d54465a5d1d505c5e) . We’ll get back to you within 48 hours. [PreviousWebsite / Mobile app Botchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot) [NextInstall your Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation/install-your-chatbot) Last updated 18 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#interactive-guide) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#guidance-video) * [Steps to Make a Website Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#steps-to-make-a-website-chatbot) * [FAQs for Website Chatbot Creation](https://help.botpenguin.com/bots/website-mobile-app-bot/bot-setup-and-installation#faqs-for-website-chatbot-creation) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Install Embedded Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Embedded Chatbot** allows you to place your chatbot directly inside any webpage using a simple HTML ` sun-brightdesktopmoon --- # Create Chatflow | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#customize-your-chatbot) Customize Your Chatbot ----------------------------------------------------------------------------------------------------------------------------------------------------- Your bot looks great—now let’s make it even smarter. This guide will help you edit and customize your chat flow so your chatbot speaks exactly the way you want. * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#what-is-a-chat-flow) What Is a Chat Flow? ------------------------------------------------------------------------------------------------------------------------------------------------ A **Chat Flow** is the structured sequence of messages that shapes how your chatbot interacts with users. It defines the order of questions, messages, and actions, guiding the entire conversation. Here’s an example of how a chat flow might look: ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FDZd51ECcpBNa8nqkqaM6%252Fimage.png%3Falt%3Dmedia%26token%3Dff50cfe1-9961-4aad-9ef7-e266faae7e4c&width=768&dpr=3&quality=100&sign=2e173cf6&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#how-to-customize-the-chat-flow) How to Customize the Chat Flow --------------------------------------------------------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-1.-access-the-chat-flow-editor) 1\. Access the Chat Flow Editor 1. Click on the Bots and Select your bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FjFWBpHJVlOtZyp0zYRQs%252Fimage.png%3Falt%3Dmedia%26token%3Dd8cee412-4611-463f-8f7a-46385b3f3a87&width=768&dpr=3&quality=100&sign=c3a59f5b&sv=2) 1. Click on the Chatflow tab from the expanded menu. 2. Select the flow you want to edit or create a new flow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FcVaXt8w7YwxGqnUBOe5n%252Fimage.png%3Falt%3Dmedia%26token%3Dfffe16f5-571d-4990-b02f-e8a88434bd03&width=768&dpr=3&quality=100&sign=71775876&sv=2) 1. Select your pre-created chatbot from the list (you can also search by name). 2. To start fresh, you have two choices: * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-2.-import-an-existing-flow) 2\. Import an Existing Flow #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#a.-import-flow) a. Import Flow * Click **Import flow** button on the top-right. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F1JYgCERH8q7ueNYkZDYh%252Fimage.png%3Falt%3Dmedia%26token%3D166e7ee0-cd48-45bb-b126-5d6d183ef245&width=768&dpr=3&quality=100&sign=150b2405&sv=2) * Upload a `.json` file containing the chatflow you want to reuse. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrMATg3loLBuhiALSc1KP%252Fimage.png%3Falt%3Dmedia%26token%3D3bba2907-82c4-4273-80ad-521885eed3f4&width=768&dpr=3&quality=100&sign=56aa5ffe&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#b.-create-a-new-flow) b. Create a New Flow * Click **Create New Flow**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR1DaxLUIcZBkZf6l7yyL%252Fimage.png%3Falt%3Dmedia%26token%3Db78036c0-391e-49e0-a0f5-311fe9c222f6&width=768&dpr=3&quality=100&sign=4868b300&sv=2) * Enter a name for your flow, then click **Create Flow**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fu2cliF1udxSmhVlUlcyc%252Fimage.png%3Falt%3Dmedia%26token%3D8d06e702-2600-4654-a4e0-074db1117586&width=768&dpr=3&quality=100&sign=50507f1a&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#tools-to-edit-the-chat-flow) Tools to Edit the Chat Flow --------------------------------------------------------------------------------------------------------------------------------------------------------------- The Chat Flow Editor includes a set of tools to help you build, manage, and refine every part of the conversation. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-1.-add-chat-components) 1\. Add Chat Components Select components from the menu to insert elements such as: * User input fields (name, email, phone number) * Single-choice or multi-choice questions * Web links * Smart questions * Live Chat transfers These components help you collect valuable data and create meaningful conversational journeys. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIpRYjP2qRXHhjBTgIUdY%252Fimage.png%3Falt%3Dmedia%26token%3Dd135a25f-35e2-4831-a292-9ffe9184934b&width=768&dpr=3&quality=100&sign=1abca93&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-2.-navigation-and-design-tools) 2\. Navigation & Design Tools #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#toolbar-bottom-left-corner) **Toolbar (Bottom-left corner)** This toolbar helps you navigate and manage your flow: * **Fit View** – Center the flow on screen * **Zoom In / Zoom Out** – Adjust visibility * **Delete Flow** – Remove the entire flow and start fresh * **Lock Flow** – Prevent accidental edits #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#mini-map-bottom-right-corner) **Mini Map (Bottom-right corner)** Shows your flow’s position, making it easy to find components even in large, branching chat flows. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#line-connectors) **Line Connectors** Drag connectors between components to define conversation paths. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#test-flow) **Test Flow** Click **Test Flow** to preview how the chatbot will interact with users. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FfaVdVQjfVJjecpqCcCMh%252Fimage.png%3Falt%3Dmedia%26token%3D3bcc0a5c-8283-4625-9e26-46135ee65697&width=768&dpr=3&quality=100&sign=3be14a55&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-3.-edit-and-customize-components) 3\. Edit & Customize Components --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#a.-editing-existing-components) a. Editing Existing Components Click any component (e.g., Welcome Message) to edit its content. Update text, add your brand name, customize buttons, and click **Save**. To view the brief details about the component , view this link: [Components in Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#b.-create-reorder-chat-flow) b. Create/Reorder Chat Flow ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fw8fmRIxZEtjRz0iGgJpK%252Fimage.png%3Falt%3Dmedia%26token%3D27994bf5-e070-4734-ab7f-5c6badac9443&width=768&dpr=3&quality=100&sign=fdf5e27b&sv=2) This section visually represents your chatbot conversation as a **top-to-bottom flow**. Each block represents a message, question, or action that the bot performs. You can: * Add new components * Reorder existing messages * Duplicate or delete steps * Control the conversation sequence without writing code * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#c.-adding-components-to-the-flow) c. Adding Components to the Flow To add a new step in the conversation: 1. Click the **➕ (Plus)** icon between components. 2. Select a component from the **Add Chat Component** panel on the left. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FedcE068dGUopmpYLW201%252Fimage.png%3Falt%3Dmedia%26token%3D50daaa42-edac-4502-99dc-17661b2aa2a1&width=768&dpr=3&quality=100&sign=138f5166&sv=2) 1. The component is instantly added to the flow. Available components include: * Message * Phone Number * Email * Name * Text Question * Single Choice / Multiple Choice * Trigger Actions (Live Chat, Assign Chat, Redirect, AI Response) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#d.-reordering-chat-flow) d. Reordering Chat Flow You can easily rearrange the flow to match your desired conversation order. **How to reorder:** * Drag and move components up or down * Place them between existing blocks using the dotted layout grid > 🔁 Reordering updates the execution sequence automatically. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F73gBDVgHoyUA4WQxsg79%252Fimage.png%3Falt%3Dmedia%26token%3Ddaa700a5-b9da-4670-b14d-8c1433869171&width=768&dpr=3&quality=100&sign=e8775599&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#e.-duplicating-and-deleting-components) e. Duplicating & Deleting Components Each component includes quick action icons: * **Duplicate** – Creates a copy of the selected component * **Delete** – Removes the component from the flow Use duplication to quickly reuse similar messages or questions. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQvlvdUxD91RuOggpL2cX%252Fimage.png%3Falt%3Dmedia%26token%3Da54b5760-cc60-4e78-8aa7-fd3f313c88ac&width=768&dpr=3&quality=100&sign=b08cb4f1&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#connecting-the-flow) Connecting the Flow Each component can be linked to the next step using: * **Go to next message** (from Customize settings) * Conditional logic using **If/Else Branch** * Actions like **Assign Chat** or **Redirect** This ensures users are guided smoothly without confusion or dead ends. [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-4.-ending-the-chat-flow) 4\. Ending the Chat Flow ----------------------------------------------------------------------------------------------------------------------------------------------------------- To finalize your flow: 1. Go to the last component. 2. In **Go to next message**, select **End Chat**. ⚠️ **Important:** > The flow must end with **End Chat** to avoid system errors or incomplete conversations. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FqRLW2BFLwSJuvtXIVbiA%252Fimage.png%3Falt%3Dmedia%26token%3D71aaeeda-2061-4926-aa7e-ee61913fe271&width=768&dpr=3&quality=100&sign=3e975b6a&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#how-to-transfer-flows-between-bots) How to Transfer Flows Between Bots ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Good news—you don’t need to rebuild your flow from scratch! To transfer flows from one bot to another doesn't require complete reconstruction, it just needs some BotPenguin magic! Use the "Download chatflow" button to download your flows, and import them into the new bots! circle-info Chats cannot be transferred between different kinds of bot. A website bot flow can only be transferred to another website bot * * * If everything looks correct and you are still unable to move forward, write to us at [\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) . We will respond back within 48 business hours. * * * [PreviousManage Chatflowchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow) [NextMultiple Flows (Redirect Component)chevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component) Last updated 15 days ago Was this helpful? * [Customize Your Chatbot](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#customize-your-chatbot) * [What Is a Chat Flow?](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#what-is-a-chat-flow) * [How to Customize the Chat Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#how-to-customize-the-chat-flow) * [1\. Access the Chat Flow Editor](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-1.-access-the-chat-flow-editor) * [2\. Import an Existing Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-2.-import-an-existing-flow) * [Tools to Edit the Chat Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#tools-to-edit-the-chat-flow) * [1\. Add Chat Components](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-1.-add-chat-components) * [2\. Navigation & Design Tools](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-2.-navigation-and-design-tools) * [3\. Edit & Customize Components](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-3.-edit-and-customize-components) * [4\. Ending the Chat Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#id-4.-ending-the-chat-flow) * [How to Transfer Flows Between Bots](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow#how-to-transfer-flows-between-bots) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Multiple Flows (Redirect Component) | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#multiple-flows-redirect-component) Multiple Flows (Redirect Component) ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- This page explains how to create multiple flows within your Website Bot and connect them using the **Redirect** component. With multiple flows, you can build modular conversations and trigger different flows based on user interactions. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#creating-a-trigger-flow) Creating a Trigger Flow #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#id-1.-create-a-new-flow) 1\. Create a New Flow 1. Click on the Bots and Select your bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FjFWBpHJVlOtZyp0zYRQs%252Fimage.png%3Falt%3Dmedia%26token%3Dd8cee412-4611-463f-8f7a-46385b3f3a87&width=768&dpr=3&quality=100&sign=c3a59f5b&sv=2) 1. Click on the Chatflow tab from the expanded menu. 2. Select the flow you want to edit or create a new flow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FcVaXt8w7YwxGqnUBOe5n%252Fimage.png%3Falt%3Dmedia%26token%3Dfffe16f5-571d-4990-b02f-e8a88434bd03&width=768&dpr=3&quality=100&sign=71775876&sv=2) 1. Select your pre-created chatbot from the list (you can also search by name). 2. Configure this new flow as needed—it will now appear in your list of available flows. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#setting-up-a-redirect-in-an-existing-flow) Setting Up a Redirect in an Existing Flow #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#id-1.-open-the-previous-flow) 1\. Open the Previous Flow * Go to the flow from which you want to trigger your newly created flow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F9PlkC7fZlTb1Ji7YBG3Q%252Fimage.png%3Falt%3Dmedia%26token%3D8906d0f6-a3a5-4c5a-a317-6382f6543279&width=768&dpr=3&quality=100&sign=3d2f7590&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#id-2.-add-the-redirect-component) 2\. Add the Redirect Component * Insert the **Redirect** component into the chat flow. * From the dropdown inside the component, select the flow you want the conversation to jump to. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fd6iBrq28HdsMKzs7DVfd%252Fimage.png%3Falt%3Dmedia%26token%3D148f5360-5431-41e1-8d34-6204ea72559f&width=768&dpr=3&quality=100&sign=9489aa1f&sv=2) * Select the Chatflow to connect next. * And after this flow the flow will be redirected to the next selected Chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXyYv5A737WYgoUF0Mzj7%252Fimage.png%3Falt%3Dmedia%26token%3D64e8b3c7-3fc4-4187-9129-448c37ca7329&width=768&dpr=3&quality=100&sign=38cc907&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#how-flow-redirection-works) How Flow Redirection Works When the redirect component is triggered during a conversation, the bot will seamlessly move to the selected flow. This lets you: * Break complex conversations into smaller, manageable flows * Create personalized conversation paths * Build dynamic, flexible chatbot interactions across your website Using multiple flows and redirect connections helps you structure conversations more efficiently and deliver a smoother experience for users. [PreviousCreate Chatflowchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/create-chatflow) [NextComponents in Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow) Last updated 16 days ago Was this helpful? * [Multiple Flows (Redirect Component)](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#multiple-flows-redirect-component) * [Creating a Trigger Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#creating-a-trigger-flow) * [Setting Up a Redirect in an Existing Flow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#setting-up-a-redirect-in-an-existing-flow) * [How Flow Redirection Works](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component#how-flow-redirection-works) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Components in Chatflow | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close There are different chat components which can be used in chat and have different use cases. Some components are used to: chevron-rightRequest Information[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#request-information) > Note: Flow will not move ahead until the user gives the requested information to the bot. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-1.-name) 1\. Name * It is used to request "name" as information from the user. * Click on "Name" from the Add Chat Component. * Then you can customize the name request message from the customize bot message. **Use Case:** In case of entering the user’s name, this component is used to request the **name** as input from the user. ![Name](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUQGppXQ9Fduln1puS91z%252Fimage.png%3Falt%3Dmedia%26token%3D28435dc4-3fc7-41e9-8d4d-39b033a47287&width=300&dpr=3&quality=100&sign=b621889f&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-2.-phone-number) 2\. Phone Number * It is used to request a "phone number" as information from the user. * Click on "Phone Number" to add into your flow. * Then you can customize the phone number request message from customize bot message. * You can also select a specific country code for the same by clicking on the drop down. **Use Case:** In case of collecting the user’s phone number, this component is used to request a **valid phone number** from the user. ![Phone number](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FehZEbuUyZvFFOBAvURfg%252Fimage.png%3Falt%3Dmedia%26token%3D05d09def-d578-487c-a606-160cebffa6d6&width=300&dpr=3&quality=100&sign=e7d9aae7&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-3.-email) 3\. Email * It is used to request "Email" as information from the user. * Click on "Email" to add it in your flow. * You can customize the email request message from the customize bot message panel. **Use Case:** In case of collecting the user’s email address, this component is used to request an **email** from the user. ![Email](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnSIJuqle4hMvqmPAowLJ%252Fimage.png%3Falt%3Dmedia%26token%3D9d7d497b-ea14-4270-9d5c-b1513969dd54&width=300&dpr=3&quality=100&sign=9d7001a9&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-4.-single-choice) 4\. Single Choice * It is used to give a single choice selection request from the user. * Click on "Single Choice" to add it in your flow. * You can customize the message, title for your options and link the next component with them. * You can add up to 5 options. **Use Case:** In case the user needs to select **only one option** from multiple choices, this component is used. ![Single Choice](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FkqtCgtZWdQQmQTNk8S1w%252Fimage.png%3Falt%3Dmedia%26token%3D6ac71012-b1d2-4b88-b1a3-25bc71bd80dd&width=300&dpr=3&quality=100&sign=d70f8c5a&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-5.-multiple-choice) 5\. Multiple Choice * It is used to give a multiple choice selection request from the user. * Click on "Multiple Choice" to add it in your flow. * You can customize the message, title for your options and link the next component with them. * You can add up to 5 options. **Use Case:** In case the user needs to select **more than one option**, this component is used. ![Multiple Choice](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVPYCeUp5dDelatCcdTq4%252Fimage.png%3Falt%3Dmedia%26token%3Df13deee7-1475-4cf3-ae8f-67fc2aae748f&width=300&dpr=3&quality=100&sign=95fc0047&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-6.-text-questions) 6\. Text Questions * It is used to request "any answer" as information from the user. * Click on "Text Question" to add it in your flow. * You can customize the information request message to ask for an answer from the user accordingly. **Use Case:** In case you need a **custom or open-ended answer** from the user, this component is used. ![Text Question](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fckf4AlhL3OyKzD6pdUYF%252Fimage.png%3Falt%3Dmedia%26token%3D7b89e118-5e45-442e-a3e2-a16540183dc4&width=300&dpr=3&quality=100&sign=81ee066d&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-7.-file-upload) 7\. File Upload * It is used to request a "file, image or video" as information from the user. * Click on "File" to add it in your flow. * You can customize the file request message from the right panel. **Use Case:** In case you need the user to upload a **file, image, or video**, this component is used. ![File](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXF64pMgSfK1qVsYWyoOJ%252Fimage.png%3Falt%3Dmedia%26token%3De309fc36-7ad3-407b-943d-643223224dac&width=300&dpr=3&quality=100&sign=73bd1e4b&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-8.-iframe) 8\. Iframe It is used to create an iframe. * You can add a text message about iframe you are adding. * Paste the URL for the web page. * Give a title to the iframe. * Add a CTA button on which user can click and can be redirected. * Once clicked web page will be opened. **Use Case:** In case you want to display an **external webpage or embedded content** inside the chat, this component is used. ![iframe](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F48ybLZSwEQiUP6PdhhPH%252Fimage.png%3Falt%3Dmedia%26token%3D492b5484-f6fd-4b11-bf92-2afc62094a30&width=300&dpr=3&quality=100&sign=1aaf7bc3&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-9.-appointment) 9\. Appointment The **Appointment component** allows you to let users book appointments directly through the chatbot by connecting it with your calendar provider (such as Google Calendar). It automates date selection, time slot availability, and event creation, making appointment scheduling seamless for both users and businesses. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#what-is-the-appointment-component) What is the Appointment Component? The Appointment component enables your chatbot to: * Show available dates and time slots to users * Book appointments in real time * Create events directly in your connected calendar * Collect attendee details automatically (Name, Email, Phone) This component is ideal for appointment booking, consultations, demos, service scheduling, and support calls. **Use Case:** In case you want users to **book an appointment or time slot**, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FzK55HSNze7v7p9WuZgcS%252Fimage.png%3Falt%3Dmedia%26token%3De76f76b3-90ff-4a24-82dc-4982e30d0617&width=768&dpr=3&quality=100&sign=c3ae7331&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-10.-location) 10\. Location * It is used to request textual location from user. * Click on "Location" to add it in your flow. * Enter message text to ask for location from user as information. **Use Case:** In case you want to collect the user’s **location as text**, this component is used. ![Location](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FoONPRlKnMXXR7381Kj3C%252Fimage.png%3Falt%3Dmedia%26token%3Df51820f4-3515-4ec1-828b-390198eb50e7&width=300&dpr=3&quality=100&sign=d88c5db&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-11.-date-time) 11\. Date/Time It is used to take Date and Time as an input from user. * You can enter a message text to request the same and checkbox to show time selection option. * User will get option in calendar to select the date and exact time for that date. **Use Case:** In case you need the user to select a **date or date with time**, this component is used. ![Date-Time](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FfHzgzmeoo7WgDRsu2toT%252Fimage.png%3Falt%3Dmedia%26token%3Da708b974-cd0c-43ad-8b58-45fa991fd9c9&width=300&dpr=3&quality=100&sign=ed832de2&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-12.-rating) 12\. Rating * It is used to ask user to give rating and share their experience. * You can enter a text message for the same and add 5 different options for user experience which can be selected by user. **Use Case:** In case you want users to **rate their experience**, this component is used. ![Rating](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdDHNoXHsNJno8DregoY4%252Fimage.png%3Falt%3Dmedia%26token%3D8c8ab06e-253e-4c20-b3a8-52ca875e6423&width=300&dpr=3&quality=100&sign=efe83dc5&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-13.-range) 13\. Range It is used to ask user a range according to the requirements. * You can enter a text message for the same. * Add a prefix and suffix text to be used in range. * Then select the starting point and highest point to be selected in the range. * You can also select a step you want to use as gap in the range slider. **Use Case:** In case you want users to select a value **within a specific range**, this component is used. ![Range](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FclwRHd0oxJMo3RKf5tZv%252Fimage.png%3Falt%3Dmedia%26token%3D7703e040-b690-425e-b4d3-adee39e3daa5&width=300&dpr=3&quality=100&sign=6820b860&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-14.-numeric-input) 14\. Numeric Input * It is used to take a numerical input from the user. * Click on "Number Input" to add it in your flow. * You can add a text message to request user to enter a numerical value. **Use Case:** In case you want users to enter a **numeric value**, this component is used. ![Numerical Input](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FG5cw0QH0IwfgCfjf4WYO%252Fimage.png%3Falt%3Dmedia%26token%3Df19b6bfe-8290-46db-89f6-799794024708&width=300&dpr=3&quality=100&sign=dad72ce3&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-15.-smart-question) 15\. Smart Question It is used to ask user answer according to which the next chat flow will be decided. * You can enter a text message or your question. * Then enter keywords based on which next chat component will be selected. * You can select smart keyword match type, it can be either exact or the keywords should be present in the answer. * You can add multiple smart keywords. **Use Case:** In case the next flow depends on the user’s **textual answer**, this component is used. ![Smart Questions](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMROeUSYRWqlrvidZKVBS%252Fimage.png%3Falt%3Dmedia%26token%3D9228dc7e-5906-455b-9a9e-bf27e8b84c88&width=300&dpr=3&quality=100&sign=e1c003d6&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-16.-redirect) 16\. Redirect * It is used to start a new flow which is created for this same bot. * You can enter a text message and select the pre-build chat flow from the drop down. * Once the component is triggered, the other selected chatflow will continue in the chat. **Use Case:** In case you want to **move the user to another pre-built chat flow**, this component is used. ![Redirect](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Ftr8LQxaPTUTfSdFllRcd%252Fimage.png%3Falt%3Dmedia%26token%3D45a4a2d7-c070-4b2c-8d45-be9f8ff95c2c&width=300&dpr=3&quality=100&sign=4cf715f7&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-17.-api) 17\. API It is used to use a third party integration in chat flow. * You can select the API. * You can then add text to response code and select the next message. * Response Code 200 is for success and 400 is for error. **Use Case:** In case you want to **connect a third-party system** within the chat flow, this component is used. You can also check DEVELOPERS section for more information. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F5qsKD9MCcaV5O26iuy1P%252Fimage.png%3Falt%3Dmedia%26token%3D973cff60-1f8e-4739-a65b-f9390612ee5d&width=300&dpr=3&quality=100&sign=5c494d75&sv=2) chevron-rightSend Information[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#send-information) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-1.-message) 1\. Message * It is used to send the information message to the user. * You can add a text message which you want to send as information. **Use Case:** In case you want to send an **informational message** to the user, this component is used. ![Message](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPLUzWb26vtkh0dCX4Lv6%252Fimage.png%3Falt%3Dmedia%26token%3D2b218c2f-ddee-4223-8c55-7c16e61cd07f&width=300&dpr=3&quality=100&sign=2164d421&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-2.-image-gif) 2\. Image/GIF It is used to send a GIF or an Image. * You can add a text message for your image or GIF. * If you want to send a GIF, search with its name in the GIF section. ![GIF](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUyokK82qZmg13OtFty6v%252Fimage.png%3Falt%3Dmedia%26token%3D56642d44-47f4-433f-9bd8-7de9461f6a6d&width=300&dpr=3&quality=100&sign=d290128e&sv=2) * Or you can scroll down and upload an image from your device or URL of the image. ![Image](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMl641RmlmJPI6f7mKqt0%252Fimage.png%3Falt%3Dmedia%26token%3D2dcde299-0fba-409b-99a0-5e5f54e4b49b&width=300&dpr=3&quality=100&sign=2313f262&sv=2) **Use Case:** In case you want to send an **image or GIF** to the user, this component is used. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-3.-video) 3\. Video It is used to send a video message in the chat flow. * You can enter a text message to be sent along with the video. * Add a video link or upload it from your device. Size of the video should not be more than 15 MB. **Use Case:** In case you want to send a **video message** to the user, this component is used. ![Video](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXTNkDfCK9mqGdgWvQxOO%252Fimage.png%3Falt%3Dmedia%26token%3Dfd7c256d-8a43-48e9-9e6f-312b236361e4&width=300&dpr=3&quality=100&sign=9e70a8b&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-4.-web-link) 4\. Web Link It is used to send a web link in the chat. * You can enter a text message which you want to send along with the link. * You have to select the platform from the drop down for which you are adding the link. * Also add a title for the link and insert the URL. You can add multiple links. * When user clicks on the title they will be redirected on the page. **Use Case:** In case you want to redirect the user to a **website or external page**, this component is used. ![Web Link](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0KfmfDuYiarTNENKf2Be%252Fimage.png%3Falt%3Dmedia%26token%3D0163409c-1bca-4ad6-8466-cefb3e3cbcd5&width=300&dpr=3&quality=100&sign=918b1ad7&sv=2) chevron-rightTrigger Actions[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#trigger-actions) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-1.-live-chat) 1\. Live Chat It is used to initiate live chat with your available agent. * It will create a live chat request. * You can enter a text message that will inform user that request has been triggered. * Also by clicking on "Manage Team" you will be redirected to Team's Section where you can assign roles and manage your team. **Use Case:** In case you want to **connect the user with a live agent**, this component is used to initiate a live chat request. ![Live Chat](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fpc3PdmVAwKGOf17ArJuS%252Fimage.png%3Falt%3Dmedia%26token%3D3ebff4eb-2d62-4848-a235-38f609a9839d&width=300&dpr=3&quality=100&sign=17c5cbfb&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-2.-chat-gpt) 2\. Chat GPT It is used to trigger AI in chat flow. * You can enter the first message that will be sent before starting the AI generated questions. * Select the number of queries to be resolved using AI. * If query suggestion box is checked. You have to provide up to 3 chat suggestions that will be used initially. * After that, ChatGPT will provide query suggestions based on the prompt you will enter. * You can also train your AI and the query suggestions and replies will be based on that. **Use Case:** In case you want to **trigger AI-powered conversations** inside the chat flow, this component is used. ![Chat GPT](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FK7JYxfbRk8v6oF6yCai3%252Fimage.png%3Falt%3Dmedia%26token%3D75865db8-4482-4b01-8b39-a09801738a4b&width=300&dpr=3&quality=100&sign=b0d2af8&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-3.-assign-chat) 3\. Assign Chat It is used to automatically assign live chat request among team members. * You can either assign to a team member and then select his/her name. or * You can assign by department, then select the department and assignment logic will be set to "Round Robin" in which every team member will be automatically assigned a live chat request one by one in a round. * You can select not to assign to offline agents and assign to agents only in business hours. **Use Case:** In case you want to **automatically assign live chat requests** to team members, this component is used. ![Assign Chat](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMHroidLyUrVq0xvYdvIZ%252Fimage.png%3Falt%3Dmedia%26token%3Dc1a97369-02d8-431d-a40f-2bb4733e5ce6&width=300&dpr=3&quality=100&sign=cbc8bc57&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-4.-if-else-branch) 4\. If/Else Branch It is used to make decisions based on user inputs or other conditions and according to that condition is applied and the next component in flow will be sent. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F1t3Nd1FyeXCFrKmLbnTp%252Fimage.png%3Falt%3Dmedia%26token%3Da25bafaf-26b9-4287-bb5e-fb1423f6ed20&width=300&dpr=3&quality=100&sign=36a1c5f7&sv=2) * By clicking on "Please select a condition" or "Add If/Else Branch". * You can select Visitor's Response, Custom Attribute, Contact Property and Chat Property to apply conditions on. * Conditions can be equal, not equal, greater than or less than * Then add a value with which conditions will be compared ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8c2U4me6xlPuFNYtMLnP%252Fimage.png%3Falt%3Dmedia%26token%3D3e0153de-0a14-4b5a-aa65-6859a846ed39&width=300&dpr=3&quality=100&sign=14b00bb0&sv=2) * You can click on "+" to add "AND" condition or you can click on "Add OR condition" to add the same. **Use Case:** In case you want the conversation to **change based on user input or conditions**, this component is used. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#id-5.-redirect) 5\. Redirect It is used to create multiple flows within your Website Bot and connect them using the **Redirect** component. With multiple flows, you can build modular conversations and trigger different flows based on user interactions. **Use Case:** In case you want to **connect or trigger another chat flow** within the same bot, this component is used. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#using-go-to-next-message) Using go to next message This setting is available in every component which helps to connect components and create a flow. You can click on the drop down and select which chat component you want to send after. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FE4vkvErQCTCilwSXMeBQ%252Fimage.png%3Falt%3Dmedia%26token%3Dc3b4f2a1-7682-4647-8be5-7ca0d3ca8c6b&width=768&dpr=3&quality=100&sign=aad9a917&sv=2) Go to next message ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#using-custom-variables-in-message) Using Custom Variables in message This setting is available in message under customization settings. Type "/" in message customize box and a drop down will be shown from which you can select your pre-built variables. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVBdkofJdIj06VwEziYOw%252Fimage.png%3Falt%3Dmedia%26token%3D8a6c9f91-490c-41d5-bafe-494f921ab6fd&width=768&dpr=3&quality=100&sign=83192b6a&sv=2) [PreviousMultiple Flows (Redirect Component)chevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/multiple-flows-redirect-component) [NextRequest Informationchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/request-information) Last updated 17 days ago Was this helpful? * [Using go to next message](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#using-go-to-next-message) * [Using Custom Variables in message](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow#using-custom-variables-in-message) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Send Information | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-1.-message) 1\. Message * It is used to send the information message to the user. * Select the "Message" component under send information. * You can add a text message which you want to send as information in the customize section. **Use Case:** In case you want to send an **informational message** to the user, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPLUzWb26vtkh0dCX4Lv6%252Fimage.png%3Falt%3Dmedia%26token%3D2b218c2f-ddee-4223-8c55-7c16e61cd07f&width=768&dpr=3&quality=100&sign=2164d421&sv=2) Message chevron-right**Advanced Settings (Message)**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#advanced-settings-message) The **Advanced** tab for the Message component lets you fine-tune how and when a message is delivered in the chat flow. These settings help improve clarity, pacing, and conversational quality. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#rephrase-messages) Rephrase Messages When enabled, the chatbot can automatically rephrase the message if needed to improve clarity or natural language flow. **Use this when:** * You want the message to sound more conversational * The same message may appear in different contexts * You want to avoid repetitive or robotic phrasing > 💡 Best suited for greeting messages, guidance text, and instructional messages. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#add-delay-before-message) Add Delay Before Message Adds a delay (in seconds) before the message is displayed to the user. **Why this is useful:** * Makes conversations feel more human * Prevents messages from appearing too quickly * Improves readability in multi-step flows **Recommended values:** * `1–2 seconds` → Natural conversation pacing * `3+ seconds` → Emphasis before important information * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#best-practices-for-message-advanced) Best Practices for Message (Advanced) * Add small delays between consecutive messages to avoid overwhelming users * Enable **Rephrase Messages** for welcome and help texts * Keep delays short for transactional or time-sensitive flows * Use consistent timing across similar messages for a smooth experience ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRSiSHW5pKvkGfAU4TIyP%252Fimage.png%3Falt%3Dmedia%26token%3Da86ea145-3474-4bb2-99b9-554d19cf3d11&width=768&dpr=3&quality=100&sign=8ad881b6&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-2.-image-gif) 2\. Image/GIF It is used to send a GIF or an Image. * You can add a text message for your image or GIF. * Select "Image/GIF" from the send information section. * Add the text message you want to send along with the image/GIF. * To send a GIF, search for it by name in the GIF section. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUyokK82qZmg13OtFty6v%252Fimage.png%3Falt%3Dmedia%26token%3D56642d44-47f4-433f-9bd8-7de9461f6a6d&width=768&dpr=3&quality=100&sign=d290128e&sv=2) GIF * Or you can scroll down and upload an image from your device or paste the URL of the image. **Use Case:** In case you want to send an **image or GIF** to the user, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMl641RmlmJPI6f7mKqt0%252Fimage.png%3Falt%3Dmedia%26token%3D2dcde299-0fba-409b-99a0-5e5f54e4b49b&width=768&dpr=3&quality=100&sign=2313f262&sv=2) Image chevron-rightAdvanced Settings (Image / GIF)[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#advanced-settings-image-gif) The **Advanced** tab for the Image/GIF component lets you control how media is displayed, described, and timed within the chat flow. These options help improve accessibility, clarity, and conversation pacing. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#show-media-caption) Show Media Caption When enabled, a text caption is displayed along with the image or GIF. **Use this when:** * You want to explain what the image shows * You need to add context or instructions * You want better accessibility for users **Examples of captions:** * “Here’s how to reset your password” * “Sample product image” * “Step 2: Select your plan” > 💡 Captions are especially helpful for instructional images and support flows. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#rephrase-messages-1) Rephrase Messages When enabled, the chatbot can automatically rephrase the accompanying text message to sound more natural or conversational. **Use this when:** * The image is reused in multiple flows * You want to avoid repetitive or robotic captions * The message is informational rather than transactional **Not recommended when:** * The caption contains exact instructions or compliance text * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#add-delay-before-message-1) Add Delay Before Message Adds a delay (in seconds) before the image or GIF is displayed. **Why this matters:** * Creates a natural pause before visual content * Prevents media from appearing too abruptly * Improves readability when multiple messages appear in sequence **Recommended values:** * `1–2 seconds` → Smooth, natural pacing * `3+ seconds` → Emphasis before important visuals * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#best-practices-for-image-gif-advanced) Best Practices for Image/GIF (Advanced) * Always enable **Show Media Caption** for clarity and accessibility * Keep captions short and descriptive * Use small delays to improve conversation flow * Avoid rephrasing captions that contain step-by-step instructions ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2JcJ40vuW78arWB9bZlc%252Fimage.png%3Falt%3Dmedia%26token%3D98299a5f-eeb0-4638-851e-be52cf1aca89&width=768&dpr=3&quality=100&sign=bc63463&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-3.-video) 3\. Video It is used to send a video message in the chat flow. * You can enter a text message to be sent along with the video in the customize message menu. * You can add a video link or upload it from your device. **Use Case:** In case you want to send a **video message** to the user, this component is used. circle-exclamation Size of the video should not be more than 15 MB ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXTNkDfCK9mqGdgWvQxOO%252Fimage.png%3Falt%3Dmedia%26token%3Dfd7c256d-8a43-48e9-9e6f-312b236361e4&width=768&dpr=3&quality=100&sign=9e70a8b&sv=2) Video chevron-right**Advanced Settings (Video)**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#advanced-settings-video) The **Advanced** tab for the Video component lets you control how videos are presented, described, and timed within your chat flow. These options help ensure videos are shown with proper context and smooth conversational pacing. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#show-media-caption-1) Show Media Caption When enabled, a text caption is displayed along with the video. **Use this when:** * You want to explain what the video is about * You are sharing tutorials, demos, or walkthroughs * You need to guide users on what to watch for **Example captions:** * “Watch this quick demo to get started” * “Here’s a short video explaining our pricing” * “Step-by-step setup guide” > 💡 Captions improve clarity and accessibility, especially for first-time users. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#rephrase-messages-2) Rephrase Messages When enabled, the chatbot may automatically rephrase the video’s accompanying message to sound more natural or conversational. **Use this when:** * The same video is used across multiple flows * You want a friendly, less repetitive tone * The caption is informational rather than instructional **Avoid enabling if:** * The caption contains precise instructions or compliance-related wording * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#add-delay-before-message-2) Add Delay Before Message Adds a delay (in seconds) before the video message appears in the chat. **Why this helps:** * Prepares users for rich media content * Prevents sudden or overwhelming transitions * Improves readability in multi-step flows **Recommended values:** * `1–2 seconds` → Natural conversational pacing * `3+ seconds` → Emphasis before important or longer videos * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#best-practices-for-video-advanced) Best Practices for Video (Advanced) * Always include a clear caption explaining the purpose of the video * Keep captions short and action-oriented * Use small delays to improve user experience * Avoid rephrasing captions with strict or time-sensitive instructions ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRltzupxRwLjflZRITNrm%252Fimage.png%3Falt%3Dmedia%26token%3D2db43721-dc9c-480d-8070-9af7b5190860&width=768&dpr=3&quality=100&sign=36267485&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-4.-web-link) 4\. Web Link It is used to send a web link in the chat. * You can enter a text message to send along with the link. * Select the platform from the dropdown for which you are adding the link. * Also, add a title for the link and insert the URL. * You can add multiple links. When the user clicks on the title, they will be redirected to the page. **Use Case:** In case you want to redirect the user to a **website or external page**, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0KfmfDuYiarTNENKf2Be%252Fimage.png%3Falt%3Dmedia%26token%3D0163409c-1bca-4ad6-8466-cefb3e3cbcd5&width=768&dpr=3&quality=100&sign=918b1ad7&sv=2) Web Link chevron-right**Advanced Settings (Web Link)**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#advanced-settings-web-link) The **Advanced** tab for the Web Link component lets you control how external links are presented and timed within the chat flow. These options help ensure links are shared clearly and at the right moment in the conversation. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#rephrase-messages-3) Rephrase Messages When enabled, the chatbot may automatically rephrase the message text associated with the web link to make it sound more natural or conversational. **Use this when:** * The same link is reused in multiple flows * You want a friendly, less repetitive tone * The link is informational or supportive in nature **Avoid enabling if:** * The message contains exact wording (legal, compliance, or instructions) * The link text must remain unchanged * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#add-delay-before-message-3) Add Delay Before Message Adds a delay (in seconds) before the web link message is displayed. **Why this is useful:** * Prepares users before sharing an external link * Prevents the link from appearing too abruptly * Improves readability in multi-step conversations **Recommended values:** * `1–2 seconds` → Natural conversational pacing * `3+ seconds` → Emphasis before important or critical links * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#best-practices-for-web-link-advanced) Best Practices for Web Link (Advanced) * Use clear, action-oriented link text (e.g., “Visit our pricing page”) * Add a short delay before important external links * Avoid rephrasing when sharing official URLs or policies * Keep link messages concise and purposeful ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJjiuOt0e4SyR3x48BgmS%252Fimage.png%3Falt%3Dmedia%26token%3Dfb41f7d0-368a-405c-8fd6-7395e5bdedb1&width=768&dpr=3&quality=100&sign=9a144aec&sv=2) [PreviousRequest Informationchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/request-information) [NextTrigger Actionschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions) Last updated 15 days ago Was this helpful? * [1\. Message](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-1.-message) * [2\. Image/GIF](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-2.-image-gif) * [3\. Video](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-3.-video) * [4\. Web Link](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information#id-4.-web-link) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Sending Emoji's On BotPenguin | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#what-are-emojis-in-chatflow) What are Emoji's in Chatflow ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Emojis add personality, tone, and emotional context to your chatbot conversations. They help make the bot feel more human and engaging, especially when used for greetings, confirmations, prompts, or feedback messages. In BotPenguin, you can add emojis directly to **message blocks**, **options**, **buttons**, and even **quick replies** across any chatbot flow. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#where-to-use-emojis) Where to Use Emoji's? You can use emojis in the following components of your chatbot: * **Text Message Blocks** * **Option Buttons** * **Quick Replies** * **Welcome Messages** * **Error or Fallback Messages** * **Thank You/Confirmation Blocks** * **Broadcasts** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#how-to-add-emojis-in-your-chatflow) How to Add Emoji's in your Chatflow: 1. Log in to your account at [https://app.botpenguin.comarrow-up-right](https://app.botpenguin.com/) 2. Select the chatbot you want to edit, and navigate to the specific flow you want to modify. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FruBKwEX1YZAoKcqW74Ev%252Fimage.png%3Falt%3Dmedia%26token%3D5af10d6e-9b78-4589-b359-d04af271e6d8&width=768&dpr=3&quality=100&sign=af8ea3fd&sv=2) 1. Select the Chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FzE94rsEVT2mwqYoXxqDK%252Fimage.png%3Falt%3Dmedia%26token%3D1b1aa83d-6fe4-44bd-9453-938ce2bf9627&width=768&dpr=3&quality=100&sign=4a6022e&sv=2) 1. Click on the message block (Text, Option, Button, etc.) 2. In the text editor, place your cursor where you want to insert the emoji 3. Add the emoji using one of the following methods: * **Windows:** Press `Windows Key + .` to open the emoji picker * **Mac:** Press `Control + Command + Space` to open the emoji picker * **Alternate Method:** Go to [https://emojipedia.orgarrow-up-right](https://emojipedia.org/) , copy the emoji, and paste it into the text field ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FTlPkM7u3x3jwY3UKdSih%252Fimage.png%3Falt%3Dmedia%26token%3D61e7143c-d7e2-4b0b-a531-82d2c1780796&width=768&dpr=3&quality=100&sign=55b93234&sv=2) 1. Test your flow in to confirm the emoji displays correctly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#best-practices) Best Practices: * ✅ Use emojis to make replies friendly and expressive (e.g., 👍, 😊, 🎉) * ✅ Place emojis **after or before** key phrases to improve visibility * ✅ Limit emoji use in formal flows or B2B support bots * ❌ Avoid using too many emojis in a single message—it may look unprofessional * ❌ Do not replace important words with emojis—always keep the meaning clear * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#example-use-cases) Example Use Cases Use Case Message Welcome Message "Hi there! 👋 Welcome to our page!" Confirmation "Great! Your booking is confirmed ✅" Feedback Request "How did we do? 😊 Let us know!" Error Message "Oops! Something went wrong ❌" Thank You Note "Thanks for chatting with us 🙌" * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#faqs) FAQ's chevron-rightEmoji not showing properly[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#emoji-not-showing-properly) Try a different emoji—some are not supported by all devices chevron-rightEmoji shows as a square or box[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#emoji-shows-as-a-square-or-box) Ensure the emoji is supported by your OS and browser chevron-rightCan’t access emoji keyboard[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#cant-access-emoji-keyboard) Use copy-paste method from [https://emojipedia.orgarrow-up-right](https://emojipedia.org/) chevron-rightEmoji placement looks awkward[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#emoji-placement-looks-awkward) Reposition in your sentence for better readability * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#493a3c3939263b3d092b263d392c272e3c2027672a2624) . We will respond back within 48 business hours. [PreviousTrigger Actionschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions) [NextTrain Your AI Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot) Last updated 15 days ago Was this helpful? * [What are Emoji's in Chatflow](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#what-are-emojis-in-chatflow) * [Where to Use Emoji's?](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#where-to-use-emojis) * [How to Add Emoji's in your Chatflow:](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#how-to-add-emojis-in-your-chatflow) * [Best Practices:](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#best-practices) * [Example Use Cases](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#example-use-cases) * [FAQ's](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Customize your Bot widget | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#what-is-the-design-section) What is the Design Section The **Design section** in Website Chatbot Settings allows you to fully customize the visual appearance and layout of your chatbot and its landing page. You can adjust chat window styles, colors, fonts, icons, and landing page content to match your brand identity and create a cohesive experience for your website visitors. Whether it’s choosing a chat window layout, updating your bot’s theme, or customizing the landing page header and description, the Design section ensures your chatbot looks professional, engaging, and aligned with your brand. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#benefits-of-the-design-section) Benefits of the Design Section * **Brand Consistency:** Ensure your chatbot and landing page reflect your brand’s colors, fonts, and style. * **Enhanced User Experience:** A visually appealing chat window encourages users to interact with the bot. * **Flexible Customization:** Update chat window layout, theme, icons, and landing page content easily without coding. * **Improved Engagement:** Custom call-to-action text, chat bubble styling, and landing page content drive visitor interaction. * **Quick Updates:** Make changes to the bot’s look and landing page in real-time and save instantly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#guidance-video) Guidance Video * * * To Customize the Website and Landing Page Bot, Please visit these pages: [Customize Website Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot) [Customize Landing Page Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#design-faqs) Design FAQs chevron-rightCan I customize the chat window layout without coding?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#can-i-customize-the-chat-window-layout-without-coding) Yes, the Design section provides a visual editor that allows you to select chat window styles, positions, and layouts without any coding knowledge. chevron-rightHow can I change the chatbot theme colors?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#how-can-i-change-the-chatbot-theme-colors) You can update the chatbot window, chat background, and landing page theme colors directly in the Design section. chevron-rightCan I upload a custom bot icon or logo?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#can-i-upload-a-custom-bot-icon-or-logo) Yes, you can choose from preloaded bot icons or upload your own image to personalize your chatbot. chevron-rightHow do I customize the landing page content?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#how-do-i-customize-the-landing-page-content) In the Design section, you can update the landing page name, header, description, toggle visibility for logos or headers, and add social media links. chevron-rightCan I change the chatbot font style?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#can-i-change-the-chatbot-font-style) Yes, the Design section allows you to select a font style for the chat window and landing page text to match your branding. chevron-rightDo I need to save changes manually?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#do-i-need-to-save-changes-manually) Yes, after making any customization, click on **Save Changes** to apply updates to the chat window and landing page. [PreviousOther Sourceschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources) [NextCustomize Website Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot) Last updated 2 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#interactive-guide) * [What is the Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#what-is-the-design-section) * [Benefits of the Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#benefits-of-the-design-section) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#guidance-video) * [Design FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget#design-faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Trigger Actions | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-1.-live-chat) 1\. Live Chat It is used to initiate live chat with your available agent. * It will create a live chat request. * You can enter a text message to inform the user that the request has been triggered. * By clicking on "Manage Team," you will be redirected to the Team's Section, where you can assign roles and manage your team. **Use Case:** In case you want to **connect the user with a live agent**, this component is used to initiate a live chat request. circle-info Do not set next message to "End Chat" after using the live chat component. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVTIlpSkQrpOkxVrHcGMo%252Fimage.png%3Falt%3Dmedia%26token%3D406051a4-a074-424f-bab2-08359b461801&width=768&dpr=3&quality=100&sign=c5842a97&sv=2) Live Chat chevron-right**Advanced Settings (Live chat)**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#advanced-settings-live-chat) The **Advance** tab allows you to control how bot messages behave after they are sent. These settings help improve response handling, timing, and team collaboration. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#send-notification-for-the-user-reply) Send Notification for the User Reply **What it does:** When enabled, your team will receive a notification whenever a user replies to this message. **Use this when:** * You want agents to respond quickly to user messages * The message expects an important or time-sensitive reply * Live chat or human handoff is involved **Example use cases:** * Sales inquiries * Support questions * Appointment or order confirmations ✅ Recommended for flows that require human attention. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#rephrase-messages) Rephrase Messages **What it does:** Automatically rewrites bot messages to sound more natural, conversational, or context-aware while keeping the original meaning. **Use this when:** * You want messages to feel less scripted * You are using AI-assisted conversations * You want tone consistency across the chatbot **Important notes:** * The core intent of the message remains unchanged * Minor wording variations may occur * Best used for friendly or conversational bots ⚠️ Avoid enabling this for legal, compliance, or fixed-copy messages. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#manage-team) Manage Team **What it does:** Allows you to manage which team members can receive notifications or take action when users reply. **You can:** * Assign specific agents to handle replies * Control access to conversations * Route replies to the correct team (sales, support, etc.) **Use this when:** * Multiple team members manage the chatbot * You want clear ownership of conversations * Live chat is enabled * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#add-delay-seconds) Add Delay (Seconds) **What it does:** Adds a delay before this message is shown to the user. **Why use a delay:** * Makes conversations feel more natural * Simulates human typing behavior * Prevents message overload **How it works:** * Enter the delay time in seconds * The message will appear only after the delay **Best practices:** * 1–2 seconds for short replies * 3–5 seconds for longer or important messages * Avoid excessive delays that slow down conversations * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#when-to-use-advanced-settings) When to Use Advanced Settings Use **Advance settings** when you want to: * Improve response handling * Control message timing * Involve human agents * Enhance conversational quality You can leave these settings unchanged if your flow is fully automated. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FhkPAPMPxGJ6V6B0bkMQM%252Fimage.png%3Falt%3Dmedia%26token%3D22fddd1e-17c1-41ed-94fa-57edb3b5d663&width=768&dpr=3&quality=100&sign=37cf1006&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-2.-if-else-branch) 2\. If-Else Branch: * Introduces logic-based decision-making in the chatflow. * Branches the chat base**d on various parameters.** * Users can set conditions by clicking **"Please choose one"** and selecting a decision rule. * Additional If-Else branches can be added using the **"Add If/Else Branch"** button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F9jcrVT8kF1KyIpj6k0w3%252Fimage.png%3Falt%3Dmedia%26token%3D462c1fa3-ab7f-427e-a77b-e7fba7f245bf&width=768&dpr=3&quality=100&sign=f0669ac0&sv=2) If/Else Branch * The available "**Condition On**" options include: * **Visitor Response** – Based on the response given by the user to the chat message. * **Custom Attribute** – Evaluates the values of custom attributes created by the user. * **Contact Property** – Includes standard properties such as name, phone number, email, etc. * **Chat Property** – Considers chat-based properties such as tags, status, or weekday. * **Team Availability** – Checks whether a team member is currently available of a particular team. * **Business Hour Availability** – Determines if the chat occurs within predefined business hours as specified by user. * Conditions can be compared against **fixed values** using the following operators: * **Equals** (Exactly matches the given value) * **Not Equals** (Does not match the given value) * **Is Any Of** (Matches any value from a predefined list) * **Is Not Any Of** (Does not match any value from a predefined list) * The value for comparison is entered in the final input box, where users can also incorporate dynamic elements (e.g., user name) or custom attributes by using the **"/"** symbol. * Additionally, users can define OR conditions using the **"Add OR Condition"** option. This allows for multiple conditions to be evaluated, ensuring flexibility even if the first condition is false. * Finally, users must **select the next message** to determine the chatflow's progression after a condition is met. **Use Case:** In case you want the conversation to **change based on user input or conditions**, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIeZX7ooAwJI6kx6yRO4b%252Fimage.png%3Falt%3Dmedia%26token%3Dfac77b5f-faa7-4fe5-96fd-a8ba77223987&width=768&dpr=3&quality=100&sign=7f952583&sv=2) Customizing If condition ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-3.-ai-agent-previous-chatgpt) 3\. AI Agent (Previous ChatGPT) It is used to trigger AI in chat flow. * You can enter the first message that will be sent before starting the AI-generated questions. * Select the number of queries to be resolved using AI. * If the query suggestion box is checked, you must provide up to 3 chat suggestions to be used initially. * After that, the AI Agent will provide query suggestions based on the prompt you enter. * You can also train your AI, and the query suggestions and replies will be based on that training. * Integrate your preferred LLM directly from here using the "AI Provider Integration Required" box ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FEsA7VB84ZYDxl0mkbrU3%252Fimage.png%3Falt%3Dmedia%26token%3D45e15360-4194-4189-9055-e2d599b26901&width=768&dpr=3&quality=100&sign=126b09f&sv=2) chevron-right**Advanced Features (AI Message Settings)**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#advanced-features-ai-message-settings) The **Advanced** tab gives you fine control over how AI messages behave, are tracked, and are delivered to users. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#send-notification-for-the-user-reply-1) 🔔 Send Notification for the User Reply When enabled, the system sends a notification whenever a user replies to this message. **Use case:** * Alert support teams instantly * Monitor high-intent or important conversations * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#rephrase-messages-1) ✍️ Rephrase Messages Allows the AI to intelligently rephrase the message before sending it to the user. **Benefits:** * More natural and human-like responses * Avoids repetitive or robotic wording * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#include-in-email-transcript) 📧 Include in Email Transcript Adds this message and the user’s reply to the email conversation transcript. **Use case:** * Conversation history tracking * CRM or support record keeping * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#use-suggestions-history-for-default-suggestion) 💡 Use Suggestions History for Default Suggestion Uses past successful suggestions as the default response option. **Benefits:** * Smarter AI replies over time * Improved consistency based on real user interactions * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#enable-disclaimer-for-ai-responses) ⚠️ Enable Disclaimer for AI Responses Displays a disclaimer with AI-generated replies to set correct user expectations. The default disclaimer shown in the image is: > _“AI can make mistakes. Check important info.”_ **Best for:** * Legal compliance * Transparency and trust * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#add-message-delay) ⏱️ Add Message Delay Add a delay (in seconds) before this message is displayed. **Benefits:** * Creates a more human typing effect * Improves conversational flow and realism * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#ai-provider-llm-integration-required) 🤖 AI Provider (LLM) Integration Required This section indicates that an AI provider (such as **ChatGPT**) must be connected to use AI responses. **What it enables:** * Context-aware replies * Natural language understanding * Dynamic, personalized conversations The **“Integrate Now”** button allows instant setup. * * * ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8Gin2wvgLkh8qwWDkNFS%252Fimage.png%3Falt%3Dmedia%26token%3Dda290b3c-5727-485e-b2a4-fac9b90a1c57&width=768&dpr=3&quality=100&sign=c98b923&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-4.-redirect) 4\. Redirect: The "**Redirect**" component allows for the chat to be transferred between the several flows that the user makes: * You can select the chatflow to redirect to through the drop-down menu and selecting the desired chat. * Upon reaching this component, the chat will go to the starting point of the selected chat. chevron-right**Advanced Features – Redirect**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#advanced-features-redirect) The **Redirect** action sends users from the current step to another chat flow. The **Advanced** settings control how flexible and natural that transition feels. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#allow-back) 🔙 Allow Back Allows the visitor to return to the previous step after being redirected. **Why it’s useful:** * Lets users recover if they enter the wrong flow * Improves navigation in complex chat journeys * Reduces frustration and drop-offs * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#allow-visitor-to-skip) ⏭️ Allow Visitor to Skip Lets users skip the redirect and continue with the current flow instead. **Why it’s useful:** * Ideal when the redirect is optional * Keeps users in control of their experience * Prevents forced navigation * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#add-redirect-delay) ⏱️ Add Redirect Delay Adds a delay (in seconds) before the redirect happens. **Why it’s useful:** * Gives users time to read the last message * Creates a smooth, human-like transition * Avoids abrupt flow changes * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#seamless-flow-switching) 🔁 Seamless Flow Switching When used with **If/Else Branch** or **User Reply**, Redirect can: * Send users to the right flow automatically * Handle FAQs, sales, or support separately * Scale complex journeys without duplication * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#common-use-cases) 🎯 Common Use Cases * Redirect users to **Live Chat** * Move users into a **product-specific flow** * Route visitors based on intent or responses * Send users to onboarding or checkout flows * * * ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3ptfiG4qbuq0er2cAbKG%252Fimage.png%3Falt%3Dmedia%26token%3Dc1e05dda-48b2-4314-87eb-03be828bcb67&width=768&dpr=3&quality=100&sign=3fa4ffa0&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-5.-payment) 5\. Payment The **Payment Component** allows your chatbot to collect payments from users directly within the chat flow. It provides a smooth and secure way to accept payments for products, services, subscriptions, or donations without redirecting users to external pages. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#use-case) Use case: * Collect payments via supported payment gateways (Razorpay, Stripe, PayPal, etc.). * Accept both one-time and recurring payments. * Send payment links, invoices, or QR codes directly in chat. * Track payment status (success, failure, or pending). * Customize messages and instructions for a personalized experience. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#how-to-use) How to Use 1. **Add the Payment Component** * Open your bot flow in BotPenguin. * Drag and drop the **Payment** component where you want to collect payment. 2. **Select Payment Method:** Choose the payment service we are going to use. You have the option to choose between * All Pay * RazorPay * Peach Payments * Telr Pay * Tilo Pay triangle-exclamation Make sure to go to the third party integrations and integrate the chosen method in the bot as well! Else, the payment may through unexpected errors. * Select Currency: Select the currency of you choice from the dropdown. * Payment amount: Enter the amount that needs to be paid. If the amount is variable, we recommend you create a custom attribute that takes in the amount form the user, and use that here. * Choosing Flows: Choose the flows to redirect to when the payment is successful and unsuccessful. And that's it! Once you configured the payment gateway as well in the "Third Party Applications", you can start using the "Payments Component" just like any other component. 3. **Customize User Message** * Compose the message that will be sent to the user along with the payment request. * Example: “Hello \[User Name\], please complete your payment of ₹500 to confirm your order.” 4. **Set Payment Actions** * **On Payment Success**: Define what happens after a successful payment (e.g., send a confirmation, trigger next component). * **On Payment Failure**: Set fallback actions (e.g., retry, notify admin, or provide alternative instructions). 5. **Test Your Payment Flow** * Test your chatbot using sandbox mode or real accounts to ensure payments are processed correctly and confirmations are sent. [WhatsApp Payment Componentschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/components-in-chatflow/whatsapp-payment-components) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FS11JpNQLWAm6AhxjO4Er%252FScreenshot%25202025-12-23%2520at%25201.07.32%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3D71ec73ea-cc2f-4b39-8a22-2a6d0a598725&width=768&dpr=3&quality=100&sign=9e92f73c&sv=2) chevron-right**Advanced Features – Payment Component**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#advanced-features-payment-component) The **Advanced** settings let you control how this message behaves, how it’s tracked, and how it interacts with other system features. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#send-notification-for-the-user-reply-2) 🔔 Send Notification for the User Reply When enabled, a notification is triggered whenever the user replies to this message. **Why it’s useful:** * Alert admins or agents about user activity * Monitor high-intent messages (pricing, payments, onboarding) * Improve response time * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#rephrase-messages-2) ✍️ Rephrase Messages Allows the system or AI to intelligently rephrase this message before sending it. **Benefits:** * Makes messages sound more natural * Reduces repetition across conversations * Improves overall conversational tone * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#map-order-attributes) 🧾 Map Order Attributes Maps user input from this message to order or transaction attributes. **Why it’s useful:** * Capture payment-related details * Store structured data (location, plan type, preferences) * Enable seamless checkout or order processing * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#add-message-delay-1) ⏱️ Add Message Delay Adds a delay (in seconds) before this message is displayed to the user. **Why it’s useful:** * Creates a human-like typing pause * Improves message readability * Makes conversations feel less robotic * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#works-with-other-flow-actions) 🔗 Works with Other Flow Actions When combined with **Payment**, **Redirect**, **If/Else Branch**, or **Assign Chat**, this message can: * Collect data before payments * Route users intelligently * Trigger automated actions ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FcNvETQwTvK0u28Egv6F3%252Fimage.png%3Falt%3Dmedia%26token%3D2e01b9b3-6a3f-4d2d-8902-0e0bf312b748&width=768&dpr=3&quality=100&sign=e39825d6&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-6.-whatsapp-payment) 6\. Whatsapp Payment The **WhatsApp Payment Component** allows your chatbot to collect payments directly from users within WhatsApp. This enables seamless transactions without redirecting users to external websites, improving conversion rates and user experience. **Use Case:** * Collect payments via supported payment gateways integrated with WhatsApp. * Send payment links or QR codes directly in chat. * Track payment status in real-time. * Customizable messages and instructions for users. * Supports multiple currencies (depending on your payment gateway setup). ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#how-to-use-1) How to Use ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#adding-a-whatsapp-payments-step) Adding a Whatsapp Payments step 1. In the left panel, open the Trigger Action section.​ 2. Drag the “Whatsapp Payments” block into your flow where you want to ask for payment.​ 3. Place it after any message that explains the product, price, or offer so users know what they are paying for.​ ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#customizing-the-payment-message) Customizing the payment message * Click the “Whatsapp Payments” block in the middle canvas to open its settings on the right.​ * In the Message field, type the text you want users to see (for example, “Complete your payment to confirm your order”).​ * Optionally add an image URL or upload an image (like a product photo or logo) to show with the payment message.​ ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#linking-a-payment-configuration) Linking a payment configuration 1. In the right panel, open the “Select Payment Configuration” dropdown.​ 2. Choose the payment configuration you have already set up in BotPenguin (gateway, amount logic, etc.).​ 3. This configuration controls how the payment link or button is generated and processed inside WhatsApp.​ ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#routing-after-payment) Routing after payment * Use the “Go to next message” dropdown (bottom-right panel) to pick what message the bot should send after this payment step.​ * Typical next messages include: order confirmation, failure/retry instructions, or a thank-you message.​ [WhatsApp Payment Componentschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/components-in-chatflow/whatsapp-payment-components) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F06WjdbErxrHMvYfZz5jj%252Fimage.png%3Falt%3Dmedia%26token%3Dabbd178f-5009-4784-b48c-75bb6bb8830f&width=768&dpr=3&quality=100&sign=10acb1a1&sv=2) chevron-right**Advanced Features – Whatsapp Payment Component**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#advanced-features-whatsapp-payment-component) The **Advanced** settings let you control how this message behaves, how it’s tracked, and how it interacts with other system features. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#send-notification-for-the-user-reply-3) 🔔 Send Notification for the User Reply When enabled, a notification is triggered whenever the user replies to this message. **Why it’s useful:** * Alert admins or agents about user activity * Monitor high-intent messages (pricing, payments, onboarding) * Improve response time * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#rephrase-messages-3) ✍️ Rephrase Messages Allows the system or AI to intelligently rephrase this message before sending it. **Benefits:** * Makes messages sound more natural * Reduces repetition across conversations * Improves overall conversational tone * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#add-message-delay-2) ⏱️ Add Message Delay Adds a delay (in seconds) before this message is displayed to the user. **Why it’s useful:** * Creates a human-like typing pause * Improves message readability * Makes conversations feel less robotic * * * ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZekyPMxDzNNSWwGohWoY%252Fimage.png%3Falt%3Dmedia%26token%3D2df09b84-620d-460d-b669-caf9547c0768&width=768&dpr=3&quality=100&sign=ced94acb&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-5.-assign-chat) 5\. Assign Chat It is used to automatically assign live chat request among team members. * You can either assign the task to a team member by selecting their name. or * You can assign it by department, select the department, and set the assignment logic to "Round Robin," where each team member will be automatically assigned a live chat request one by one in a round. * You can choose not to assign tasks to offline agents and assign them only during business hours. **Use Case:** In case you want to **automatically assign live chat requests** to team members, this component is used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZ4KDnWSqaggwairj5i6l%252Fimage.png%3Falt%3Dmedia%26token%3D769b4e0b-e825-4dbf-8ff1-89a55b0c61ef&width=768&dpr=3&quality=100&sign=784b4215&sv=2) Assign Chat [PreviousSend Informationchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/send-information) [NextSending Emoji's On BotPenguinchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin) Last updated 2 months ago Was this helpful? * [1\. Live Chat](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-1.-live-chat) * [2\. If-Else Branch:](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-2.-if-else-branch) * [3\. AI Agent (Previous ChatGPT)](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-3.-ai-agent-previous-chatgpt) * [4\. Redirect:](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-4.-redirect) * [5\. Payment](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-5.-payment) * [Use case:](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#use-case) * [How to Use](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#how-to-use) * [6\. Whatsapp Payment](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-6.-whatsapp-payment) * [How to Use](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#how-to-use-1) * [Adding a Whatsapp Payments step](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#adding-a-whatsapp-payments-step) * [Customizing the payment message](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#customizing-the-payment-message) * [Linking a payment configuration](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#linking-a-payment-configuration) * [Routing after payment](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#routing-after-payment) * [5\. Assign Chat](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/trigger-actions#id-5.-assign-chat) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Transfer Chat to WhatsApp Functionality | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window/transfer-chat-to-whatsapp-functionality#chat-transfer-to-whatsapp) Chat Transfer to Whatsapp ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ 1. Click on bots and select a website bot. 2. Click on Settings 3. Click on "Chat Window" tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F5rH39DljhrMfVbSImXd4%252Fimage.png%3Falt%3Dmedia%26token%3D2c856d8a-6295-477b-a0a6-6a679198b665&width=768&dpr=3&quality=100&sign=8b053af4&sv=2) 1. You can toggle ON/OFF "Enable Transfer to WhatsApp" button. Once switched ON, user can select to transfer chat to whatsapp. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FERAhX3K9AYUeimXLDndC%252Fimage.png%3Falt%3Dmedia%26token%3D2428071a-7948-452f-8222-9afefc712e11&width=768&dpr=3&quality=100&sign=79b26b6b&sv=2) 1. Now while chatting with a Website bot, user can click on three dots and select "Transfer to Whatsapp". As shown below ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FfK6rfQHDVjuHW2wi434a%252Fimage.png%3Falt%3Dmedia%26token%3D5998cefe-b063-4b5a-9ba2-0ff01f34bec4&width=768&dpr=3&quality=100&sign=572f1843&sv=2) Chat Window 1. In the Inbox, a message will be shown indicating that chat has been transferred to whatsapp by the user. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fmbj9PkH0cDkZ4UBEiDFP%252Fimage.png%3Falt%3Dmedia%26token%3D926955ee-ad3f-461d-8791-e43225ff71fb&width=768&dpr=3&quality=100&sign=1c8c819d&sv=2) Done! You have completed setting up Transfer Chat to WhatsApp Functionality. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#4e3d3b3e3e213c3a0e2c213a3e2b20293b2720602d2123) . We will respond back within 48 business hours. [PreviousChat Windowchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window) [NextAI settingschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings) Last updated 15 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Configuring Chatbot Scenarios | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The inputs of users are varying, but certain inputs, such as those which the chatbot cannot provide an answer to, or those that may be offensive, can be configured to give a pre-defined response. This is done through the use of AI, which analyses the input to understand its intent, and responds back with the correct pre-defined response. Additionally, for better organization, you can have different flows. Utilizing the power of artificial intelligence, we can use flow redirection to analyze the users input, and then redirect them to the appropriate flow at any time. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/configuring-chatbot-scenarios#steps-for-setup-of-dynamic-chatflow-configuration) Steps for Setup of Dynamic Chatflow Configuration: 1. **Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. 1. **Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. **Configure Bot's Personality** * Access "AI Settings" based on the type of chatbot you're setting up: * Go to Configure Bot's personality * Toggle off "Let AI Manage bot's personality as needed option" to create your own AI persona 1. Disable the toggle “Let AI Manage bot's personality as needed”, as we need to customize the responses of our chatbot to certain intents. Then, go to “**Create Persona**”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FEnPBJhXpgL29GTpcuwp0%252Fimage.png%3Falt%3Dmedia%26token%3Da3a32ef7-1d27-4523-975a-dbcf2c04e613&width=768&dpr=3&quality=100&sign=37774cda&sv=2) 1. Upon reaching the main screen here, go to “**Chat Scenarios**”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFi5GE6YY5cHLl9bDsIX7%252Fimage.png%3Falt%3Dmedia%26token%3D2fbe8e76-5e17-401c-8369-9a5058c55615&width=768&dpr=3&quality=100&sign=ba457cd0&sv=2) circle-info If you are configuring the bot for the first time, then the above fields (Persona Details, Communication Style) also need to be filled for the redirection to work. 1. Click on the “**Add-Action button**” to proceed to the configuration of the chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIBneq4NtNd4AiSWtbDW0%252Fimage.png%3Falt%3Dmedia%26token%3D2f428c55-33a4-4305-8ba2-12f597a5e846&width=768&dpr=3&quality=100&sign=61b004de&sv=2) 1. Complete the form with the relevant details for the bot. The fields to fill are as follows: 1. **Name**: Specify the name of the chat. This name will be the primary description of the trigger. E.g.: “Flowers” for redirection to flowers chat 2. **Trigger**: Define the action to be executed when the specified condition is met. Options include triggering a specific message or an entire chat flow. 1. **Message**: Enter the message to be displayed in the chat. 2. **Flow**: Select the chat flow to be triggered. 3. Based on the previous Trigger input: 1. **Message**: Enter the message that is to be displayed when triggered. Eg. If the message is offensive, the response message can be "I am not quite used to this language". 2. **Flow**: Select the flow onto which the chat should be redirected to. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrwixSwDzxZRv3ACnOhvU%252Fimage.png%3Falt%3Dmedia%26token%3D0277fae4-cb39-4353-ad82-62b71d4bf519&width=768&dpr=3&quality=100&sign=dd92805&sv=2) 1. Click on “**Add Intent**” to finish setup. circle-info Remember to toggle on the button to enable the message/flow redirection. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZMtBHUlZVH2FckJVGHnJ%252Fimage.png%3Falt%3Dmedia%26token%3De0cd1380-795d-4765-8aa2-04efffd676c0&width=768&dpr=3&quality=100&sign=bb504a11&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/configuring-chatbot-scenarios#still-not-working-lets-troubleshoot) Still Not Working? Let's Troubleshoot If the chat is not responding as expected, consider the following troubleshooting steps: 1. **Verify Triggers and Conditions**: Ensure that the trigger conditions are correctly set and aligned with the intended message types or user inputs. 2. **Check Message and Flow Settings**: Confirm that the correct message or chat flow is selected and configured properly. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#a8dbddd8d8c7dadce8cac7dcd8cdc6cfddc1c686cbc7c5) . We will respond back within 48 business hours. [PreviousBasic Configurationchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration) [NextChatbot Personachevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona) Last updated 15 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Train Your AI Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot#interactive-guide) Interactive Guide --------------------------------------------------------------------------------------------------------------------------------- * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot#what-is-train-your-ai-chatbot) What is Train Your AI Chatbot? **"Train Your AI Chatbot"** refers to the process of providing your AI chatbot with relevant resources, such as your website, files, Google Sheets, or FAQs. By doing so, you equip your chatbot with the necessary information to effectively answer user queries. This ensures that the responses are accurate and aligned with the data you have provided. Proper training enhances the chatbot's ability to assist users, improving overall user satisfaction and efficiency. **Navigation:** 1. Go to Bots. 2. Select the Bot which you want to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) You can train your Ai chatbot by different methods: [Best Practices for Training Your AIchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/best-practices-for-training-your-ai) [Websitechevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website) [File Uploadchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload) [Google Sheetschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets) [FAQschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs) [Conversation Historychevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history) [Other Sourceschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources) [PreviousSending Emoji's On BotPenguinchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin) [NextBest Practices for Training Your AIchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/best-practices-for-training-your-ai) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot#interactive-guide) * [What is Train Your AI Chatbot?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot#what-is-train-your-ai-chatbot) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # File Upload | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#what-is-training-via-file-upload) What is Training via File Upload? Training your AI chatbot via **File Upload** allows you to provide documents, PDFs, spreadsheets, or other text-based files containing the data your chatbot needs to respond accurately to user queries. By uploading files: * Your chatbot can reference the content directly. * Responses are aligned with the information in your uploaded resources. * You ensure consistent and accurate automation of responses. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#benefits-of-file-upload-training) Benefits of File Upload Training * 🎯 **Accurate Knowledge Base:** Chatbot learns directly from the content of your files. * 🟢 **Time-Saving:** Upload multiple files at once instead of manually entering data. * ⚡ **Comprehensive Training:** Support for various file formats, enabling richer context. * 🔧 **Easy Updates:** Add or replace files anytime to update the chatbot’s knowledge. * 📈 **Improved User Experience:** Provides precise and context-aware responses automatically. * * * * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#how-to-train-your-ai-chatbot-on-file-upload) **How to train your AI Chatbot on File Upload?** 1. Log into your BotPenguin, and choose the bot you wish to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on the "**File Upload**' tab to add the file. 2. Click on Add Files option to add a file. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWSoH2y3Fy0wyIzNftJyU%252Fimage.png%3Falt%3Dmedia%26token%3D8eeca74e-a266-447d-9489-ea775353cad9&width=768&dpr=3&quality=100&sign=44fc2d1c&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#file-upload) File Upload 1. Click on **“File Upload”** to add the file according to which you want to train your AI Chat Bot. 2. Upload the file from your device. 3. And click on **“Train”** to train your AI Chat Bot with this file. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fy80uWgvO9xIu1VFSxBr7%252Fimage.png%3Falt%3Dmedia%26token%3Db6fdf2e9-4e32-423d-a7ca-861d866ad240&width=768&dpr=3&quality=100&sign=8f17a55c&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#faqs) FAQ's: Here are some common FAQ's regarding upload of files: chevron-rightHow long does it take for the chatbot to start using my uploaded data?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#how-long-does-it-take-for-the-chatbot-to-start-using-my-uploaded-data) Once your file or website data is uploaded, the system typically marks the training as "complete" within a few seconds to a couple of minutes. After that, your chatbot can start using the data. chevron-rightWhy does it say "training complete" but responses are still slow?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#why-does-it-say-training-complete-but-responses-are-still-slow) “Training complete” means the data has been processed and stored. However, depending on the AI model you’re using, it might still take a few minutes to generate smart responses based on that data. chevron-rightWhich AI model gives the fastest responses after training?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#which-ai-model-gives-the-fastest-responses-after-training) The GPT-4o model is the fastest — it usually gives responses in under a minute. It’s ideal for speed and efficiency. chevron-rightWhat’s the difference between GPT-4o and the default Assistant in terms of response time?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#whats-the-difference-between-gpt-4o-and-the-default-assistant-in-terms-of-response-time) GPT-4o responds almost instantly. The Assistant model (used by default) takes about **2–5 minutes** to fully reflect changes and provide optimized answers from the newly trained data. chevron-rightWhich model should I use for best results with my uploaded content?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#which-model-should-i-use-for-best-results-with-my-uploaded-content) For the most accurate and stable responses based on your trained data, we recommend using the **Assistant model**, even though it may take slightly longer to respond. chevron-rightHow may documents can I train my bot on?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#how-may-documents-can-i-train-my-bot-on) There is essentially no limit on the number of documents you can train your bot on. It depends on the size of the document, your plan, and the time taken for the training. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#36454346465944427654594246535851435f581855595b) . We will respond back within 48 business hours. [PreviousWebsitechevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website) [NextGoogle Sheetschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#interactive-guide) * [What is Training via File Upload?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#what-is-training-via-file-upload) * [Benefits of File Upload Training](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#benefits-of-file-upload-training) * [How to train your AI Chatbot on File Upload?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#how-to-train-your-ai-chatbot-on-file-upload) * [FAQ's:](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Triggers | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/triggers#interactive-guide) Interactive Guide * * * The **Triggers** section allows you to define when the chatbot should appear on the website or mobile screen. Here’s how you can configure it: * Go to the “Bots” section from the left sidebar. * Select any website bot * Select your bot and click on “Settings”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3B5ReW0tKSXREqjUWUjk%252Fimage.png%3Falt%3Dmedia%26token%3D535d89e6-c4b0-434e-94a1-0cde3bf0e17c&width=768&dpr=3&quality=100&sign=7059e934&sv=2) 1. **Timing for Desktop Trigger**: * Set the delay (in seconds) after which the bot should trigger on the desktop screen. 2. **Timing for Mobile Trigger**: * Set the delay (in seconds) after which the bot should trigger on the mobile screen. 3. **Chat Bubble Automatic Opening Behavior**: * Choose from the following options using the dropdown: * **Always Open After Specified Time**: The bot will trigger automatically based on the timing you’ve set in the fields above. * **Automatically After Selected Amount of Time**: If the bot is opened and then closed by the user, it will reopen automatically after the time specified in this field. * **Never Open Automatically**: The bot will not open automatically. It will only open if the user clicks on it. 4. **Disable Trigger Toggles**: * Use these toggles to disable the bot’s trigger separately for the desktop screen or mobile screen. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F6pCugecn210Tg7yOlf6K%252Fimage.png%3Falt%3Dmedia%26token%3D4939e350-f6be-4c45-8002-704213cdd9ac&width=768&dpr=3&quality=100&sign=1bcd687b&sv=2) [PreviousAlertschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts) [NextUser Accesschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/user-access) Last updated 17 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Customize Landing Page Bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#what-is-the-landing-page-design-section) What is the Landing Page Design Section The **Landing Page Design section** in Website Chatbot Settings allows you to fully customize the visual appearance and content of your chatbot’s landing page. You can edit text, headings, descriptions, logos, social media links, layout, chat window style, theme colors, fonts, and background colors to ensure your chatbot’s landing page is visually appealing and aligned with your brand. Whether it’s updating the landing page header, changing the chatbot icon, or selecting a layout, this section ensures your landing page creates a professional and engaging experience for website visitors. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#benefits-of-the-landing-page-design-section) Benefits of the Landing Page Design Section * **Brand Consistency:** Align the landing page with your brand colors, fonts, and logos. * **Enhanced User Experience:** A well-designed landing page encourages visitors to interact with your chatbot. * **Full Customization:** Easily update content, social links, layout, themes, and chat window styles without coding. * **Improved Engagement:** Custom headings, descriptions, and call-to-action placement help drive more interactions. * **Quick Updates:** Save and apply changes instantly, ensuring the landing page is always up to date. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#guidance-video) Guidance Video * * * **How to Redirect to the screen:** 1. Click on Bots from left menu 2. Select any website bot. 3. Click on "Chatbot Design" option from the expanded side panel. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR7o5RAl0plOxPpUuS2DH%252Fimage.png%3Falt%3Dmedia%26token%3D64b52af5-95cb-4e86-a4b3-53b10ac8a885&width=768&dpr=3&quality=100&sign=73925c5e&sv=2) 1. User will be redirected to website chatbot screen by default. 2. Select the Landing page Bot Tab. 3. And by default user will be on the Content Tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fch7K9czk8gYbTUZMtjTv%252Fimage.png%3Falt%3Dmedia%26token%3D59dc3563-9eac-439f-a4e5-7fd1d376a7aa&width=768&dpr=3&quality=100&sign=2c65c057&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#content-section) Content Section ------------------------------------------------------------------------------------------------------------------------------------------------------------ 1. Enter your bot's landing page name in "Landing Page Name" box. 2. Enter the heading text you want to display in "Landing Page Header" box. 3. Enter the description text you want to display in "Landing Page Description" box. 4. Toggle ON/OFF to hide logo and text. 5. Toggle ON/OFF to hide chatbot's header. 6. Upload profile logo for your chatbot page. 7. Add any social media links and icons. 8. And click on "Save Changes" to update all the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FiWM5keI3KePW5AN1AZbA%252Fimage.png%3Falt%3Dmedia%26token%3Db4e3c802-37bb-4f0d-a42f-bd64fc0699f9&width=768&dpr=3&quality=100&sign=7775734a&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#theme) Theme ---------------------------------------------------------------------------------------------------------------------------------------- Switch the tab to Theme to change the theme . 1. Select your chat window style from the given two options. 2. Select a bot icon from the options or upload from your device. 3. Select a landing page theme colour. 4. Select a chat background colour. 5. Select landing page background colour. 6. Select a font style for your chatbot. 7. Click on save changes to upload the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FACCNRPjgDSsFPYgpXqTE%252Fimage.png%3Falt%3Dmedia%26token%3Db14b1193-d4f2-4578-8b58-4e7a05775a15&width=768&dpr=3&quality=100&sign=32ff300&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#layout) Layout ------------------------------------------------------------------------------------------------------------------------------------------ 1. Here you can select the layout and positioning for your landing page 2. Click on "Save Changes" to save your customizations. 3. These are all the settings you can do to customize your website chatbot if still have queries you can contact us anytime. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fp2lmxwrp6buhq5pyVZZe%252Fimage.png%3Falt%3Dmedia%26token%3D875d2ce9-8b0c-46cb-ae4a-f5d6648979a8&width=768&dpr=3&quality=100&sign=3180ab0&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#need-assistance) Need Assistance? If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#b0c3c5c0c0dfc2c4f0d2dfc4c0d5ded7c5d9de9ed3dfdd) . We will respond back within 48 business hours. [PreviousCustomize Website Chatbotchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot) [NextChatbot Settingschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#interactive-guide) * [What is the Landing Page Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#what-is-the-landing-page-design-section) * [Benefits of the Landing Page Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#benefits-of-the-landing-page-design-section) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#guidance-video) * [Content Section](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#content-section) * [Theme](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#theme) * [Layout](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#layout) * [Need Assistance?](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot#need-assistance) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # User Access | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **User Access** section allows you to manage who can access your chatbot. You can configure access based on devices, IP addresses, specific pages, and countries. Here’s how to set it up: Here’s how you can configure it: * Go to the “Bots” section from the left sidebar. * Select any website bot * Select your bot and click on “Settings”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3B5ReW0tKSXREqjUWUjk%252Fimage.png%3Falt%3Dmedia%26token%3D535d89e6-c4b0-434e-94a1-0cde3bf0e17c&width=768&dpr=3&quality=100&sign=7059e934&sv=2) * Click on User access tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fs51e7f6MgulKcpgESwp5%252Fimage.png%3Falt%3Dmedia%26token%3D800a37bf-843f-4e63-8618-70b79de3d70d&width=768&dpr=3&quality=100&sign=a93a0e76&sv=2) 1. **Device Selection**: * Choose which devices can access the chatbot: * Mobile-only * Desktop-only * All devices 2. **Block IP Addresses**: * Add IP addresses that you want to block from accessing the chatbot. * You can enter multiple IP addresses by adding each one and pressing **Enter**. 3. **Restrict Chatbot on Specific Pages**: * Specify the URLs of pages where you do not want the chatbot to appear. * Add multiple URLs by typing them in and pressing **Enter**. 4. **Country Selection**: * Select the countries where you want the chatbot to be accessible. * Use the dropdown to choose one or multiple countries. The chatbot will only appear to users in the selected regions. 5. **Save Changes**: * Once you’ve configured all the settings, click **Save Changes** to apply your choices. [PreviousTriggerschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/triggers) [NextChat Windowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window) Last updated 15 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Design | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#what-is-the-design-section) What is the Design Section The **Design section** in Website Chatbot Settings allows you to fully customize the visual appearance and layout of your chatbot and its landing page. You can adjust chat window styles, colors, fonts, icons, and landing page content to match your brand identity and create a cohesive experience for your website visitors. Whether it’s choosing a chat window layout, updating your bot’s theme, or customizing the landing page header and description, the Design section ensures your chatbot looks professional, engaging, and aligned with your brand. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#benefits-of-the-design-section) Benefits of the Design Section * **Brand Consistency:** Ensure your chatbot and landing page reflect your brand’s colors, fonts, and style. * **Enhanced User Experience:** A visually appealing chat window encourages users to interact with the bot. * **Flexible Customization:** Update chat window layout, theme, icons, and landing page content easily without coding. * **Improved Engagement:** Custom call-to-action text, chat bubble styling, and landing page content drive visitor interaction. * **Quick Updates:** Make changes to the bot’s look and landing page in real-time and save instantly. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#guidance-video) Guidance Video * * * To Customize the Website and Landing Page Bot, Please visit these pages: [Customize Website Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot) [Customize Landing Page Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#design-faqs) Design FAQs chevron-rightCan I customize the chat window layout without coding?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#can-i-customize-the-chat-window-layout-without-coding) Yes, the Design section provides a visual editor that allows you to select chat window styles, positions, and layouts without any coding knowledge. chevron-rightHow can I change the chatbot theme colors?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#how-can-i-change-the-chatbot-theme-colors) You can update the chatbot window, chat background, and landing page theme colors directly in the Design section. chevron-rightCan I upload a custom bot icon or logo?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#can-i-upload-a-custom-bot-icon-or-logo) Yes, you can choose from preloaded bot icons or upload your own image to personalize your chatbot. chevron-rightHow do I customize the landing page content?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#how-do-i-customize-the-landing-page-content) In the Design section, you can update the landing page name, header, description, toggle visibility for logos or headers, and add social media links. chevron-rightCan I change the chatbot font style?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#can-i-change-the-chatbot-font-style) Yes, the Design section allows you to select a font style for the chat window and landing page text to match your branding. chevron-rightDo I need to save changes manually?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#do-i-need-to-save-changes-manually) Yes, after making any customization, click on **Save Changes** to apply updates to the chat window and landing page. [PreviousChatbot Settingschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings) [NextCustomize Website Chatbotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot) Last updated 2 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#interactive-guide) * [What is the Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#what-is-the-design-section) * [Benefits of the Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#benefits-of-the-design-section) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#guidance-video) * [Design FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design#design-faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Chat Window | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#chat-window) Chat Window The **Chat Window** settings allow you to customize how your chatbot interface looks and behaves for end users. From live chat options and color themes to restart controls and advanced features, this section helps you create a seamless, branded, and user-friendly chat experience. Use this page to: * Customize bot and agent display labels * Enable or disable live chat and WhatsApp transfers * Control chat restart, ratings, and placeholder text * Configure advanced options like ticketing, knowledge base, and AI streaming All changes made here directly affect how users interact with your chatbot. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#navigation) Navigation: * Go to the “Bots” section from the left sidebar. * Select any website bot * Select your bot and click on “Settings”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3B5ReW0tKSXREqjUWUjk%252Fimage.png%3Falt%3Dmedia%26token%3D535d89e6-c4b0-434e-94a1-0cde3bf0e17c&width=768&dpr=3&quality=100&sign=7059e934&sv=2) * Click on Chat Window tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FremU6zxKxX8GRBDzKGeY%252Fimage.png%3Falt%3Dmedia%26token%3Dbb59e2a8-c64e-4a34-952f-1025edb2eb70&width=768&dpr=3&quality=100&sign=c58da28&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#section-details) Section Details #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-1.-indicative-text-for-bot-message) 1\. Indicative Text for Bot Message Define the label shown for bot messages in the chat window (e.g., _Bot_, _Assistant_, _Support_). This helps users clearly identify automated responses. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-2.-allow-users-to-request-live-chat) 2\. Allow Users to Request Live Chat Enable this option to allow users to request a conversation with a human agent during the chat. **Additional settings include:** * **Live/Agent Chat Display Name**: The name shown for human agents. * **Live Chat to Bot Transfer Option**: Controls how chats are transferred back to the bot. * **Live Chat Request Expiry Time**: Time (in seconds) after which a live chat request expires if not accepted. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-3.-live-chat-message-colors) 3\. Live Chat Message Colors Customize the appearance of live chat messages: * **Primary Color**: Main message bubble color * **Secondary Color**: Supporting message or UI color * **Unavailable Color**: Displayed when live agents are unavailable These options help match the chat UI with your brand identity. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-4.-enable-option-to-restart-chat) 4\. Enable Option to Restart Chat Allow users to restart the conversation at any time. * **Restart Chat Menu Option Text**: Text shown for the restart option (e.g., _Restart Chat_, _Start Over_). ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnwOfLIbLyysIaC6xAE3t%252Fimage.png%3Falt%3Dmedia%26token%3De099f5a5-7adc-4d5f-b78c-48edf5cff81e&width=768&dpr=3&quality=100&sign=3d1878fd&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-5.-enable-transfer-to-whatsapp) 5\. Enable Transfer to WhatsApp Allow users to move the conversation from the website chat to WhatsApp. * **Transfer Chat to WhatsApp Option Text**: Text displayed for the WhatsApp transfer option. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-6.-enable-rate-the-chat-screen) 6\. Enable Rate the Chat Screen Enable a rating screen at the end of the conversation to collect user feedback on chat experience. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fgtg7H3qmuwu2Xdlx1cut%252Fimage.png%3Falt%3Dmedia%26token%3Dead85458-1274-4d2e-ba47-e3d3fc6d3ad8&width=768&dpr=3&quality=100&sign=e4e8ec07&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-7.-enable-custom-chat-reply-placeholder-text) 7\. Enable Custom Chat Reply Placeholder Text Customize the placeholder text shown in the chat input field (e.g., _Type your message here…_). * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-8.-enable-ticketing-management) 8\. Enable Ticketing Management Allow users to raise support tickets directly from the chat window for follow-ups and issue tracking. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-9.-enable-knowledge-base) 9\. Enable Knowledge Base Enable access to your knowledge base so users can view help articles or FAQs within the chat. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-10.-clear-chat-on-reload) 10\. Clear Chat on Reload Automatically clears the chat history when the page is refreshed. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-11.-clear-chat-on-restart) 11\. Clear Chat on Restart Clears the previous chat history when the user restarts the conversation. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#id-12.-real-time-ai-response-streaming) 12\. Real-time AI Response Streaming Enable streaming responses so users can see AI replies appear in real time instead of waiting for the full message. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#save-changes) Save Changes Click **Save Changes** to apply all Chat Window customizations. Changes will reflect immediately on the live chatbot. [PreviousUser Accesschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/user-access) [NextTransfer Chat to WhatsApp Functionalitychevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window/transfer-chat-to-whatsapp-functionality) Last updated 17 days ago Was this helpful? * [Chat Window](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#chat-window) * [Section Details](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window#section-details) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Customize Website Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Website Chatbot Customization** feature allows you to design, style, and configure your chatbot to match your brand and website aesthetics. You can control how it appears, behaves, and interacts with your visitors, ensuring a consistent and engaging user experience. **How to Redirect to the screen:** 1. Click on Bots from left menu 2. Select any website bot. 3. Click on "Chatbot Design" option from the expanded side panel. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR7o5RAl0plOxPpUuS2DH%252Fimage.png%3Falt%3Dmedia%26token%3D64b52af5-95cb-4e86-a4b3-53b10ac8a885&width=768&dpr=3&quality=100&sign=73925c5e&sv=2) 1. User will be redirected to website chatbot screen by default. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtnSLgwvk45gn5MkWMP1y%252Fimage.png%3Falt%3Dmedia%26token%3D19a78e8a-6196-4261-b1af-29fa4d7ff92d&width=768&dpr=3&quality=100&sign=12748702&sv=2) 1. Automatically user will be on the Content tab. 2. To change the Theme and layout , user will need to switch the tabs. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#theme) Content 1. Select the Content tab. 2. Enter your bot's name in "Bot Name" box. 3. Enter an inviting catch phrase that will make the user talk to bot in "Call to Action" box. 4. Toggle ON/OFF auto hide call to action. If ON select time in seconds after which it will hide. 5. Expand the more section. 6. Toggle ON/OFF to hide CTA Chat Bubble. 7. Select chat bubble background colour from the options. 8. Select chat bubble text colour from the given options. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FoqWZFcn6UBgcC2B2eOna%252Fimage.png%3Falt%3Dmedia%26token%3Dcca47966-dcaa-4ad4-827b-0e4a27ff3cfa&width=768&dpr=3&quality=100&sign=8b67e389&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#layout) Theme 1. Select your chat window style from the given two options. 2. Select a bot icon from the options or upload from your device. 3. Select a chatbot window theme colour. 4. Select a chat background colour. 5. Select a font style for your chatbot. 6. Select Bot icon position. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FxMCDRymtUpGmqidJtpX2%252Fimage.png%3Falt%3Dmedia%26token%3Df9684117-c6bb-4ceb-8303-6efdeed9eca7&width=768&dpr=3&quality=100&sign=3b92d778&sv=2) 1. Add the Custom CSS for Advance Designs and add the custom CSS for launcher icon. [pen-paintbrushAdding Custom CSS to Chat Windowchevron-right](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/adding-custom-css-to-chat-window) [swatchbookCustomizing the Launcher Iconchevron-right](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/customizing-the-launcher-icon) 1. Click on save changes to upload the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwlvmwV7jlotBIP2p1QVi%252Fimage.png%3Falt%3Dmedia%26token%3D9be243c6-d20d-48f4-9dec-2b11a8041a45&width=768&dpr=3&quality=100&sign=d4c6ab44&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#layout-1) Layout 1. You can select chat window positioning on web. 2. You can select chat window positioning on mobile. 3. You can select chat window size. 4. Click on "Save Changes" to save your customizations. Here you can select the layout and positioning for your landing page ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fw9arDNOoo137w9Pcy66B%252Fimage.png%3Falt%3Dmedia%26token%3Df7d911c9-7cd1-4deb-a93b-33d6ee6207a7&width=768&dpr=3&quality=100&sign=bbcbb075&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#need-assistance) Need Assistance? If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#f3808683839c8187b3919c8783969d94869a9ddd909c9e) . We will respond back within 48 business hours. [PreviousDesignchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design) [NextCustomize Landing Page Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot) Last updated 15 days ago Was this helpful? * [Content](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#theme) * [Theme](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#layout) * [Layout](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#layout-1) * [Need Assistance?](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot#need-assistance) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # FAQs | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#interactive-guide) Interactive Guide ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#why-train-the-bot-with-faqs) Why train the bot with FAQ's? You can teach your chatbot by adding **FAQs (Frequently Asked Questions)**. Just write common questions your users might ask, and add clear answers. Group similar questions into categories to keep things organized. This helps your bot give faster and better answers. The more helpful questions you add, the smarter your bot becomes over time! * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#how-to-train-your-ai-chatbot) **How to train your AI Chatbot?** 1. Log into your BotPenguin, and choose the bot you wish to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on the "FAQs" tab to train on FAQs. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIqgJlC18ptSaTUix4Qz1%252Fimage.png%3Falt%3Dmedia%26token%3Df3427358-0b5a-4782-8924-17a2514dc412&width=768&dpr=3&quality=100&sign=d9c02a98&sv=2) 1. Add the FAQs according to which you want to train your AI Chat Bot. 2. There will be two Options , either Upload or Add Faqs. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#a.-uploading-faqs) a. **Uploading FAQs:** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FC3LSXP2rddogVQqxEqyk%252Fimage.png%3Falt%3Dmedia%26token%3D82b9a652-42c1-43bf-a473-27925cb91929&width=768&dpr=3&quality=100&sign=15d54ec0&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#what-this-feature-does) What This Feature Does * Bulk upload FAQs using a CSV file * Automatically trains the AI chatbot on uploaded questions and answers * Saves time compared to adding FAQs one by one Each row in the CSV represents **one FAQ (Question + Answer)**. **Before You Upload (Important Guidelines)** Please ensure the following before uploading your file: 1. **Download the Sample CSV File** Use the provided sample file to understand the correct format. 2. **Start Entering Data From the 2nd Row** * The first row contains column headers * All FAQ data must start from row 2 onwards 3. **One FAQ Per Row** * Each row should contain exactly one question and its answer 4. **Ensure All FAQs Are Unique** * Duplicate questions may lead to incorrect training or rejection 5. **Maximum File Size: 20 MB** * Files larger than 20 MB will not be uploaded ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFHHsRfMWPNOot1bm9jPp%252Fimage.png%3Falt%3Dmedia%26token%3Dc703a36f-8e09-47bf-8498-213a4351e05b&width=768&dpr=3&quality=100&sign=fa242ad3&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#b.-add-faqs) b. **Add FAQs:** * Click on Add FAQs button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnU0yyQDqKHYzdHSabYlG%252Fimage.png%3Falt%3Dmedia%26token%3D3512c88a-7a11-46d4-9260-c9eb13b576df&width=768&dpr=3&quality=100&sign=2af0d266&sv=2) * Add the Question and Answer * Then Click on save button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FlxmhBAFxMSd5TdgT4Mgb%252Fimage.png%3Falt%3Dmedia%26token%3D98f148c4-5685-4d1d-a2b1-e096dd2cc2f5&width=768&dpr=3&quality=100&sign=871e5345&sv=2) Congratulations! You have successfully created your first FAQ. continue to add more to make your bot smarter. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#faqs) FAQ's Here are some common questions asked regarding training with FAQ's: chevron-rightWhere should I upload simple Q&A pairs?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#where-should-i-upload-simple-q-and-a-pairs) Uploading simple Q/A pairs is best for the FAQ section. Just enter them in the category of your choice and they work! chevron-rightCan I duplicate the FAQ categories across different bots, or do I need to recreate them manually?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#can-i-duplicate-the-faq-categories-across-different-bots-or-do-i-need-to-recreate-them-manually) You will have to manually copy the categories across many bots. chevron-rightIs there a character limit on the FAQ's?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#is-there-a-character-limit-on-the-faqs) The question has a character limit of about 200 characters, while the answer can be effectively as long as you want. chevron-rightAre there other ways to upload FAQ's?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#are-there-other-ways-to-upload-faqs) Yes! You can upload a CSV file for the the questions. Follow the directions in any category by clicking on the "Upload FAQ's" button. chevron-rightCan I upload duplicate FAQ's in multiple categories?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#can-i-upload-duplicate-faqs-in-multiple-categories) No, the same FAQ in different categories us not possible, as BotPenguin will give an error when you try to do this. chevron-rightWhy is the bot saying contradictory information?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#why-is-the-bot-saying-contradictory-information) This is because the bot has been trained on sources that give the bot contradictory information regarding the same piece of data. Clear this contradiction to let the bot answer clearly. chevron-rightHow long does it take for the bot to train on the FAQ's?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#how-long-does-it-take-for-the-bot-to-train-on-the-faqs) The bot should train on the FAQ's almost instantly. Still, we recommend giving the bot 2 mins to finish training on the same. chevron-rightDoes the bot learn from actual conversations in addition to FAQs?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#does-the-bot-learn-from-actual-conversations-in-addition-to-faqs) The bot can learn from the additional questions that are in the unanswered questions, and can be trained for the by answering them in the FAQ's. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#a2d1d7d2d2cdd0d6e2c0cdd6d2c7ccc5d7cbcc8cc1cdcf) . We will respond back within 48 business hours. [PreviousGoogle Sheetschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets) [NextConversation Historychevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#interactive-guide) * [Why train the bot with FAQ's?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#why-train-the-bot-with-faqs) * [How to train your AI Chatbot?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#how-to-train-your-ai-chatbot) * [FAQ's](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Conversation History | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#interactive-guide) **Interactive Guide** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#what-is-the-unanswered-questions-feature) What is the Unanswered Questions Feature? The **Unanswered Questions** feature allows you to: * Identify queries that your AI chatbot was unable to answer. * Review and analyze questions over specific date ranges. * Train the chatbot on these questions by adding answers directly, enhancing its knowledge base. This ensures that your chatbot becomes progressively smarter and more reliable over time. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#benefits-of-unanswered-questions) Benefits of Unanswered Questions * 🎯 **Identify Knowledge Gaps:** Quickly see where your chatbot needs improvement. * 🟢 **Continuous Learning:** Add answers to unanswered questions to improve future responses. * ⚡ **Data-Driven Insights:** Analyze trends in questions your users ask. * 🔧 **Easy Training:** Directly convert unanswered questions into FAQs. * 📈 **Enhanced User Satisfaction:** Reduces repetitive unanswered queries and improves response accuracy. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#guidance-video) Guidance Video * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#how-to-see-unanswered-questions-of-your-ai-chatbot) **How to see unanswered questions of your AI Chatbot?** 1. Log into your BotPenguin, and choose the bot you wish to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on the "Conversation History" option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnTrGIvIjSctchLvnZrJ7%252Fimage.png%3Falt%3Dmedia%26token%3D586a1a41-6506-4dc6-bab7-cdc83f52d87b&width=768&dpr=3&quality=100&sign=a876cc53&sv=2) 1. A list of all the unanswered questions will be visible on the screen. You can choose the date ranges for which the questions are to be shown, or download the same using the export button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FcyUdjRazWscptD4zjsbP%252Fimage.png%3Falt%3Dmedia%26token%3D596b87e5-72eb-4e6a-a0b4-b8907e6d5a63&width=768&dpr=3&quality=100&sign=95396696&sv=2) 1. Click on the icon on the right of the question to train the bot on it, directly from Unanswered Questions. Add the answer to the question, and then click on "Add FAQ" to add the FAQ ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fkuz3oDWYVsUSwvLt6kxk%252Fimage.png%3Falt%3Dmedia%26token%3D7d3b43e4-23e5-4ba6-9df9-945a92bf380c&width=768&dpr=3&quality=100&sign=f4135814&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#faqs) FAQ's: Here are some FAQ's asked regarding Conversation history. chevron-rightWhy are unanswered questions important for training?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#why-are-unanswered-questions-important-for-training) They show what real users are asking but not getting answers to. Training on these helps your bot improve where it’s currently falling short. chevron-rightWhat’s the best way to respond to these missed questions?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#whats-the-best-way-to-respond-to-these-missed-questions) Add clear answers to your FAQ section or directly into your training data. You can also create a new category for repeated missed topics. chevron-rightHow often should I check for unanswered questions?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#how-often-should-i-check-for-unanswered-questions) Weekly reviews are ideal—this keeps your bot updated with user needs and ensures continued accuracy. chevron-rightWhat if the unanswered question is too broad or vague?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#what-if-the-unanswered-question-is-too-broad-or-vague) You can rephrase it into a more specific, helpful FAQ and train the bot accordingly. Or add follow-up prompts to guide users better. chevron-rightCan I train the unanswered questions from the same tab?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#can-i-train-the-unanswered-questions-from-the-same-tab) Yes, unanswered questions can be trained from the same tab. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#f1828481819e8385b1939e8581949f9684989fdf929e9c) . We will respond back within 48 business hours. [PreviousFAQschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs) [NextOther Sourceschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#interactive-guide) * [What is the Unanswered Questions Feature?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#what-is-the-unanswered-questions-feature) * [Benefits of Unanswered Questions](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#benefits-of-unanswered-questions) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#guidance-video) * [How to see unanswered questions of your AI Chatbot?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#how-to-see-unanswered-questions-of-your-ai-chatbot) * [FAQ's:](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Website | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#interactive-guide) **Interactive Guide** ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#why-train-on-websites) **Why train on Websites?** Training bots on websites helps them understand your content better so they can answer user questions more accurately. It saves time by using your existing website data and ensures your chatbot gives responses that match your brand and information. This makes support faster, smarter, and more helpful for visitors. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#guidance-video) Guidance Video * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#how-to-train-your-ai-chatbot-on-website) **How to train your AI Chatbot on Website?** 1. Log into your BotPenguin, and choose the bot you wish to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on the "**Website**' tab to add the website. 2. Click on Add your Website URL. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FxPDRSKGlEYD4Js9WlD70%252Fimage.png%3Falt%3Dmedia%26token%3D88c59855-e43f-449a-a4be-e2ee2a631cab&width=768&dpr=3&quality=100&sign=bc6948c8&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#training-options-available) Training Options Available You will see three training options: #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#a.-full-website-training-recommended) a. Full Website Training (Recommended) Train the bot using your entire website domain. **Steps:** 1. Select Full Website Training. 2. Enter your Base Domain or Website URL (e.g., `https://yourwebsite.com`). 3. (Optional) Add URLs or routes in Exclude URLs or Route if there are pages you don’t want the bot to learn from. 4. Click Train. 5. Expand the advance option to enable the toggle for training on images as well. The system will crawl your website and import available content to train the AI model. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FfgNsZeq97tRHyXfVooL3%252Fimage.png%3Falt%3Dmedia%26token%3Dda050d87-ae9d-4f87-87bc-4ecc53bb551c&width=768&dpr=3&quality=100&sign=a461bbcc&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#id-2.-specific-urls) 2\. Specific URLs Train the bot using selected pages instead of the full domain. **Steps:** 1. Select Specific URLs. 2. Add or import the exact URLs you want to train the bot on. 3. Click on add icon then the specific URL will be added. 4. Click Train. 5. Click on Upload file component to upload the files. 6. Expand the advance option to enable the toggle for training on images as well. Use this option when you only want the bot to learn from specific landing pages, help docs, or product pages. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrztbsvDlWUY43wnH5dTV%252Fimage.png%3Falt%3Dmedia%26token%3D42c07f6e-f2d9-45a1-940c-74ef8b5e7d18&width=768&dpr=3&quality=100&sign=5c36206a&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#id-3-json-feed) 3️⃣ JSON Feed Train the bot using a structured JSON data feed. **Steps:** 1. Select **JSON Feed**. 2. Add your structured feed URL. 3. Click **Train**. This option is best for structured content sources or dynamic databases. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#advanced-options) ⚙️ Advanced Options Click on **Advance Options** to configure additional training settings (if required). circle-info You can also click on the "Advance option" to train the bot on images as well. Not that training on images takes significantly more time and cost than normal training. Once done, click on the **"Train"** button. The website will start training. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F6ZA8ZtYbyf5uYIAy3le9%252Fimage.png%3Falt%3Dmedia%26token%3D4fdced8d-483f-4513-83f0-039be5ff7b54&width=768&dpr=3&quality=100&sign=dfda83f7&sv=2) Congratulations! You have trained your bot on a website! * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#faqs) FAQ's: Here are some common FAQ's regarding website training: chevron-rightWhy is my bot not training from selected web pages?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#why-is-my-bot-not-training-from-selected-web-pages) Make sure you have a valid URL, and give time for the website to train on. chevron-rightHow to retrain your bot on a site?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#how-to-retrain-your-bot-on-a-site) Click on the circular arrows to retrain or "Sync" your website. chevron-rightWhy is the bot not answering information that is present on my site[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#why-is-the-bot-not-answering-information-that-is-present-on-my-site) make sure the information is present in a clear format. Information that is in unique fonts may have trouble being trained on. Additionally, if information was in photos or images, then make sure to train the website on images as well, under the "Advance option". chevron-rightMy site is freezing when I enter a URL[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#my-site-is-freezing-when-i-enter-a-url) This is happening because the URL being entered is invalid. Kindly enter a valid URL. We are also working on this issue. chevron-rightWhat is the proper method of training your on questions that are not being answered?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#what-is-the-proper-method-of-training-your-on-questions-that-are-not-being-answered) Train these questions on the unanswered qusetions tab. chevron-rightHow long does it take for the chatbot to crawl your website?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#how-long-does-it-take-for-the-chatbot-to-crawl-your-website) Training time depends on your website, the number of pages trained, and the model that is being used. Use the latest GPT models, most websites can be trained within 2-3 mins, with larger websites and multiple pages training in bulk, allowing for quick training for multiple words simultaneously If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#d2a1a7a2a2bda0a692b0bda6a2b7bcb5a7bbbcfcb1bdbf) . We will respond back within 48 business hours. [PreviousBest Practices for Training Your AIchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/best-practices-for-training-your-ai) [NextFile Uploadchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#interactive-guide) * [Why train on Websites?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#why-train-on-websites) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#guidance-video) * [How to train your AI Chatbot on Website?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#how-to-train-your-ai-chatbot-on-website) * [Training Options Available](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#training-options-available) * [⚙️ Advanced Options](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#advanced-options) * [FAQ's:](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/website#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Chatbot Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#interactive-guide) Interactive Guide * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#interactive-guide-1) Interactive Guide ------------------------------------------------------------------------------------------------------------------------------ ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#what-are-website-chatbot-settings) What are Website Chatbot Settings Website Chatbot Settings on BotPenguin allow businesses to configure, customize, and manage all aspects of their chatbot on a website. From design and AI behavior to triggers, alerts, and user access, these settings ensure your chatbot operates efficiently, provides a consistent experience, and meets business goals. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#website-chatbot-settings-breakdown) Website Chatbot Settings Breakdown * **Design:** Customize the look and feel of your chatbot to match your brand. * **General:** Configure basic chatbot behavior such as greetings, language, and fallback messages. * **Alerts:** Manage notifications for missed chats or other important events. * **Triggers:** Set rules to automatically initiate conversations or responses. * **User Access:** Control who can manage or interact with the chatbot backend. * **Chat Windows:** Customize the behavior and appearance of chat widgets on the website. * **AI Settings:** Manage AI responses, fallback handling, and knowledge base integration. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#faqs) FAQs chevron-rightCan I customize the chatbot design without coding?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#can-i-customize-the-chatbot-design-without-coding) Yes, the Design section provides a visual editor to adjust colors, fonts, avatars, and widget positions without writing any code. chevron-rightHow do I change the chatbot greeting or language?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#how-do-i-change-the-chatbot-greeting-or-language) You can update the bot name, greeting message, and language in the General section of the settings. chevron-rightHow do I get notifications for missed chats?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#how-do-i-get-notifications-for-missed-chats) Alerts can be configured to send email or dashboard notifications whenever a chat is missed or unattended. chevron-rightCan I set triggers for specific pages or user actions?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#can-i-set-triggers-for-specific-pages-or-user-actions) Yes, Triggers can be configured based on page visits, scroll depth, clicks, or exit intent to engage users automatically. chevron-rightWho can manage the chatbot settings?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#who-can-manage-the-chatbot-settings) User Access allows you to invite team members and assign roles with different permissions, ensuring secure and controlled management. chevron-rightCan I preview chat window changes before publishing?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#can-i-preview-chat-window-changes-before-publishing) Yes, the Chat Windows section provides a live preview so you can test the look and behavior before applying changes to your website. chevron-rightWhat happens if the AI is unable to answer a question?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#what-happens-if-the-ai-is-unable-to-answer-a-question) You can define fallback responses in AI Settings, which can either show a default message or escalate the conversation to a human agent. chevron-rightWhat if I have set up everything correctly but still cannot move forward?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#what-if-i-have-set-up-everything-correctly-but-still-cannot-move-forward) Please write to us at **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) **. Our team will respond within 48 business hours. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#need-assistance) Need Assistance? If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#dba8aeababb4a9af9bb9b4afabbeb5bcaeb2b5f5b8b4b6) . We will respond back within 48 business hours. [PreviousCustomize Landing Page Botchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot) [NextDesignchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#interactive-guide) * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#interactive-guide-1) * [What are Website Chatbot Settings](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#what-are-website-chatbot-settings) * [Website Chatbot Settings Breakdown](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#website-chatbot-settings-breakdown) * [FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#faqs) * [Need Assistance?](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings#need-assistance) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Customize Website Chatbot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Website Chatbot Customization** feature allows you to design, style, and configure your chatbot to match your brand and website aesthetics. You can control how it appears, behaves, and interacts with your visitors, ensuring a consistent and engaging user experience. **How to Redirect to the screen:** 1. Click on Bots from left menu 2. Select any website bot. 3. Click on "Chatbot Design" option from the expanded side panel. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR7o5RAl0plOxPpUuS2DH%252Fimage.png%3Falt%3Dmedia%26token%3D64b52af5-95cb-4e86-a4b3-53b10ac8a885&width=768&dpr=3&quality=100&sign=73925c5e&sv=2) 1. User will be redirected to website chatbot screen by default. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtnSLgwvk45gn5MkWMP1y%252Fimage.png%3Falt%3Dmedia%26token%3D19a78e8a-6196-4261-b1af-29fa4d7ff92d&width=768&dpr=3&quality=100&sign=12748702&sv=2) 1. Automatically user will be on the Content tab. 2. To change the Theme and layout , user will need to switch the tabs. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#theme) Content 1. Select the Content tab. 2. Enter your bot's name in "Bot Name" box. 3. Enter an inviting catch phrase that will make the user talk to bot in "Call to Action" box. 4. Toggle ON/OFF auto hide call to action. If ON select time in seconds after which it will hide. 5. Expand the more section. 6. Toggle ON/OFF to hide CTA Chat Bubble. 7. Select chat bubble background colour from the options. 8. Select chat bubble text colour from the given options. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FoqWZFcn6UBgcC2B2eOna%252Fimage.png%3Falt%3Dmedia%26token%3Dcca47966-dcaa-4ad4-827b-0e4a27ff3cfa&width=768&dpr=3&quality=100&sign=8b67e389&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#layout) Theme 1. Select your chat window style from the given two options. 2. Select a bot icon from the options or upload from your device. 3. Select a chatbot window theme colour. 4. Select a chat background colour. 5. Select a font style for your chatbot. 6. Select Bot icon position. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FxMCDRymtUpGmqidJtpX2%252Fimage.png%3Falt%3Dmedia%26token%3Df9684117-c6bb-4ceb-8303-6efdeed9eca7&width=768&dpr=3&quality=100&sign=3b92d778&sv=2) 1. Add the Custom CSS for Advance Designs and add the custom CSS for launcher icon. [pen-paintbrushAdding Custom CSS to Chat Windowchevron-right](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/adding-custom-css-to-chat-window) [swatchbookCustomizing the Launcher Iconchevron-right](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/customizing-the-launcher-icon) 1. Click on save changes to upload the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwlvmwV7jlotBIP2p1QVi%252Fimage.png%3Falt%3Dmedia%26token%3D9be243c6-d20d-48f4-9dec-2b11a8041a45&width=768&dpr=3&quality=100&sign=d4c6ab44&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#layout-1) Layout 1. You can select chat window positioning on web. 2. You can select chat window positioning on mobile. 3. You can select chat window size. 4. Click on "Save Changes" to save your customizations. Here you can select the layout and positioning for your landing page ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fw9arDNOoo137w9Pcy66B%252Fimage.png%3Falt%3Dmedia%26token%3Df7d911c9-7cd1-4deb-a93b-33d6ee6207a7&width=768&dpr=3&quality=100&sign=bbcbb075&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#need-assistance) Need Assistance? If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#5c2f292c2c332e281c3e33282c39323b293532723f3331) . We will respond back within 48 business hours. [PreviousCustomize your Bot widgetchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget) [NextCustomize Landing Page Botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-landing-page-bot) Last updated 15 days ago Was this helpful? * [Content](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#theme) * [Theme](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#layout) * [Layout](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#layout-1) * [Need Assistance?](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget/customize-website-chatbot#need-assistance) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Alerts | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts#alerts-settings) Alerts Settings: * Go to the “Bots” section from the left sidebar. * Select any website bot * Select your bot and click on “Settings”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3B5ReW0tKSXREqjUWUjk%252Fimage.png%3Falt%3Dmedia%26token%3D535d89e6-c4b0-434e-94a1-0cde3bf0e17c&width=768&dpr=3&quality=100&sign=7059e934&sv=2) * Go to Alerts tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtKJxN4tq8DY15RCTlSCD%252Fimage.png%3Falt%3Dmedia%26token%3Dc34367f3-3b69-49e6-8e93-b5044e076b29&width=768&dpr=3&quality=100&sign=499fffd8&sv=2) 1. **Email Subject Field**: * Enter the subject line for the email notifications. This will be the title of the email you receive when a new lead interacts with the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FO66Zqdh53yLe61vnwFtE%252Fimage.png%3Falt%3Dmedia%26token%3D4e8925fa-5fb7-4da8-8c50-e091b332257e&width=768&dpr=3&quality=100&sign=f0cfbdca&sv=2) 2. **Email Notifications Toggle**: * Use this toggle to enable or disable email notifications. When enabled, you will receive an email whenever a new lead interacts with the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FHL9wVDay3iNMWj394wWA%252Fimage.png%3Falt%3Dmedia%26token%3D148d23eb-b2fc-4c68-986c-1f87f60a4c17&width=768&dpr=3&quality=100&sign=d092e5ec&sv=2) 3. **Email Address Field**: * Add the email addresses where you want to receive notifications. * You can add multiple email addresses by typing each one and pressing **Enter**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fp1Y8e7J6jhX3if22lKxi%252Fimage.png%3Falt%3Dmedia%26token%3D7655ec15-b2a5-440a-9759-8429412a90f7&width=768&dpr=3&quality=100&sign=337941ef&sv=2) 4. **Lead Revisit Notifications Toggle**: * Enable this toggle to receive notifications when a lead revisits and interacts with the bot. * For example, if a lead interacts with the bot, leaves, and then returns later, you will receive a notification about their revisit. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPdorikdlVTu5EyZpNuvT%252Fimage.png%3Falt%3Dmedia%26token%3Dbc96f32e-859d-4fd4-8f81-ad0b3e8e8672&width=768&dpr=3&quality=100&sign=8e61d43e&sv=2) 5. **Save Changes**: * Click the **Save Changes** button to apply your settings. Your email notifications will now be active as per your configuration. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FgghNQqDvAZWMJVRcwuRw%252Fimage.png%3Falt%3Dmedia%26token%3D684af0de-c7c6-412f-87f3-96a5b52d34bf&width=768&dpr=3&quality=100&sign=1e687602&sv=2) * * * If you still have questions for our team, write to us at [**\[email protected\]**envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#4b383e3b3b24393f0b29243f3b2e252c3e222565282426) . We’ll get back to you within 48 hours. [PreviousGeneralchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general) [NextTriggerschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/triggers) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts#interactive-guide) * [Alerts Settings:](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts#alerts-settings) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # 3rd party Integrations | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#interactive-guide) Interactive Guide ---------------------------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#streamline-your-workflow) Streamline your workflow ------------------------------------------------------------------------------------------------------------------------------------------------ BotPenguin has 55+ Integration to automate your workflow for you. BotPenguin integration capabilities allow you to seamlessly transfer your lead, appointments, ticket, and task data to the 3rd party apps. You can integrate 3rd party apps with BotPenguin in two ways. 1. Use available Native integrations 2. Have the APIs ready! Create your custom integration with BotPenguin `My Integration` capabilities. [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#why-botpenguin-integrations) Why BotPenguin Integrations? ------------------------------------------------------------------------------------------------------------------------------------------------------- BotPenguin bots work as a front-end app for your end customers, and it collects data in the form of the customer chat and other necessary data such as on which page they were, their indicative location (fetched from IP address), device, browser, etc. All this data is available on the BotPenguin dashboard. However, You may need the same data in any of the other apps that you might be using, such as 1. CRMs 2. Scheduling software 3. Task/ticket management tools etc **BotPenguin integrations enable you to use these integrations to send the metadata to your apps.** ![Drawing](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtvQJkK3KWtmcYOQuT8Ik%252Ffile.drawing.svg%3Falt%3Dmedia%26token%3D495b6b9e-5445-4bdd-b14c-4355239ce6cd&width=768&dpr=3&quality=100&sign=abdd9286&sv=2) How BotPenguin works with 3rd party applications [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#how-to-integrate-3rd-party-apps-with-botpenguin) How to integrate 3rd party apps with BotPenguin? ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Once you have decided which app you want to send your data to, Here is how you can integrate it. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#botpenguin-integration-with-available-apps) BotPenguin Integration with Available Apps 1. Log in to the BotPenguin dashboard using the link [https://app.botpenguin.com/arrow-up-right](https://app.botpenguin.com/) . 2. Navigate your bot and find the `3rd Party Apps Integrations` option on the dashboard. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FER8JCHscqilMt7toNgMu%252Fimage.png%3Falt%3Dmedia%26token%3D7b459588-b1e1-4831-959d-a8a533cd8b50&width=768&dpr=3&quality=100&sign=81399abd&sv=2) 1. Once you find the list of all integrations available, search for the desired integrations. 2. Once you find your integrations in the list, click on the connect button and follow the on-screen steps. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#couldnt-find-the-desired-app-build-your-custom-integration) Couldn't find the desired App? Build your custom Integration! If the app you are looking for is unavailable on the app list, You can build your integration. It is no code and is very simple to build. Below is the link to how [Create your custom integration or My Integrationschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/create-your-custom-integration-or-my-integrations) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#having-questions) Having Questions? If you have any questions, you can refer to the below link or contact us at [\[email protected\].envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#b0c3c5c0c0dfc2c4f0d2dfc4c0d5ded7c5d9de9ed3dfdd) [PreviousChatbot Templateschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates) [NextChatGPTchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#interactive-guide) * [Streamline your workflow](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#streamline-your-workflow) * [Why BotPenguin Integrations?](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#why-botpenguin-integrations) * [How to integrate 3rd party apps with BotPenguin?](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#how-to-integrate-3rd-party-apps-with-botpenguin) * [BotPenguin Integration with Available Apps](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#botpenguin-integration-with-available-apps) * [Couldn't find the desired App? Build your custom Integration!](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations#couldnt-find-the-desired-app-build-your-custom-integration) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Other Sources | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#interactive-guide) **Interactive Guide** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#what-is-training-via-other-sources) What is Training via Other Sources? **Training your AI chatbot via external sources** allows you to provide additional knowledge beyond uploaded files or FAQs. * **Notion:** Connect your Notion workspace to enable the chatbot to retrieve content from pages, databases, or documentation. * **Dropbox:** Connect your Dropbox account to provide your bot access to stored files like PDFs, documents, and spreadsheets. This integration ensures that your chatbot can reference multiple content repositories for accurate, context-aware answers. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#benefits-of-using-other-sources) Benefits of Using Other Sources * 🎯 **Expanded Knowledge Base:** Utilize content from Notion and Dropbox for richer chatbot responses. * 🟢 **Centralized Content Management:** Keep your information in familiar platforms while enabling the chatbot to access it. * ⚡ **Dynamic Updates:** Any changes in connected Notion pages or Dropbox files can automatically update your bot’s knowledge. * 🔧 **Seamless Integration:** No coding required—simply connect accounts and start training. * 📈 **Enhanced User Engagement:** Provides precise answers and reduces unanswered queries. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#how-to-train-your-ai-chatbot) **How to train your AI Chatbot?** 1. To manage all your chatbots, you first need to visit the BotPenguin Dashboard: [https://app.botpenguin.com/homearrow-up-right](https://app.botpenguin.com/home) 2. To manage your bot, select it from the left sidebar. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on **"Other sources"** tab. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#other-sources) Other Sources 1. You can connect your Notion Page and your chatbot will retrieve information from it. 2. Similarly you can connect your Google Drive and your chatbot will retrieve information from it. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F5ifsYkV0FVeVdxD5iTex%252Fimage.png%3Falt%3Dmedia%26token%3D55b81d46-e2b9-454f-a424-765d5d380ad1&width=768&dpr=3&quality=100&sign=6c6dfda0&sv=2) Your AI-powered chatbot is now fully equipped to handle and answer all user queries seamlessly! * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#id-5.-faqs) 5\. FAQs chevron-rightCan I connect both Notion and Dropbox at the same time?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#can-i-connect-both-notion-and-dropbox-at-the-same-time) Yes, you can connect multiple sources, and the chatbot will reference content from all connected platforms. chevron-rightDo changes in Notion or Dropbox update the chatbot automatically?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#do-changes-in-notion-or-dropbox-update-the-chatbot-automatically) Yes, once synced, updates in connected pages or files will reflect in the chatbot after the next sync. chevron-rightIs authorization required for both platforms?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#is-authorization-required-for-both-platforms) Yes, you need to authorize BotPenguin to access your Notion and Dropbox accounts. chevron-rightCan I select specific pages or files to train the chatbot?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#can-i-select-specific-pages-or-files-to-train-the-chatbot) Yes, you can choose which Notion pages, databases, or Dropbox folders/files should be used for training. chevron-rightDoes this integration require coding knowledge?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#does-this-integration-require-coding-knowledge) No, connecting and syncing content is completely code-free. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#d3a0a6a3a3bca1a793b1bca7a3b6bdb4a6babdfdb0bcbe) . We will respond back within 48 business hours. [PreviousConversation Historychevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/conversation-history) [NextCustomize your Bot widgetchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/customize-your-bot-widget) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#interactive-guide) * [What is Training via Other Sources?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#what-is-training-via-other-sources) * [Benefits of Using Other Sources](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#benefits-of-using-other-sources) * [How to train your AI Chatbot?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#how-to-train-your-ai-chatbot) * [Other Sources](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#other-sources) * [5\. FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/other-sources#id-5.-faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Google Sheets | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#interactive-guide) **Interactive Guide** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#what-is-training-via-google-sheets) What is Training via Google Sheets? Training your AI chatbot via **Google Sheets** allows you to provide structured data stored in spreadsheets for accurate and dynamic responses. By connecting Google Sheets: * Your chatbot can access live data from the spreadsheet. * Responses can be updated automatically as the spreadsheet changes. * Enables dynamic and personalized user interactions based on real-time data. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#benefits-of-google-sheets-training) Benefits of Google Sheets Training * 🎯 **Real-Time Data Sync:** Chatbot can fetch and respond using live spreadsheet data. * 🟢 **Automated Knowledge Updates:** Changes in the sheet automatically reflect in chatbot responses. * ⚡ **Flexible Data Management:** Use Google Sheets as a backend for FAQs, orders, appointments, and more. * 🔧 **Multi-Sheet Support:** Add multiple sheets to train the chatbot comprehensively. * 📈 **Enhanced User Experience:** Provides accurate, context-aware, and timely responses. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#guidance-video) **Guidance Video** * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#how-to-train-your-ai-chatbot-on-google-sheet) **How to train your AI Chatbot on Google Sheet?** 1. Log into your BotPenguin, and choose the bot you wish to train. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on the "**Google Sheet**' tab to train on sheets. 2. Click on **“Connect your Google Sheet”** to add the sheet according to which you want to train your AI Chat Bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FsJuUYJATuCHwGRurulln%252Fimage.png%3Falt%3Dmedia%26token%3De9fec5b0-5bfb-4046-9b72-af520757ef77&width=768&dpr=3&quality=100&sign=3f5089b3&sv=2) circle-info You may be redirected to the third party integrations page. Sign into your google account and then go back to the "Google Sheets" tab. Click on the "Connect your Google Sheet" again. 1. Connect your google account and allow the permissions ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F4cnoSfP86kwnl23EdY95%252Fimage.png%3Falt%3Dmedia%26token%3D8e9a2d89-3555-4c12-be2f-8b00e83977c2&width=768&dpr=3&quality=100&sign=8f1b99e1&sv=2) 1. Botpenguin will ask you to allow some permissions in order to access the Google Sheets ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWT3HbP5fVFHgns6VjtQH%252Fimage.png%3Falt%3Dmedia%26token%3D0a026e0f-62bf-4d66-ae31-18ddcd2235ff&width=768&dpr=3&quality=100&sign=f4822d80&sv=2) 1. Click on Allow button. 2. Then your account will be connected . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCwl7bgco7eCipF6fIMKn%252Fimage.png%3Falt%3Dmedia%26token%3D0d714016-bf3c-47c5-b6c4-2adbf10d60f9&width=768&dpr=3&quality=100&sign=30f07a4d&sv=2) 1. Click on Add Google Sheet Button 2. Add your Google Sheet URL and describe the content or purpose of this Google sheet. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWu4CTCPiMXRqIxcvYYeT%252Fimage.png%3Falt%3Dmedia%26token%3Dc09dd181-f376-4341-899c-664a2c75ae9b&width=768&dpr=3&quality=100&sign=e795f7d0&sv=2) 1. Click on **“Add Google Sheets”.** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdEXROLMTpRhI6PrV8vcx%252Fimage.png%3Falt%3Dmedia%26token%3D538488f4-a9d3-43b9-8305-734b4811b6b2&width=768&dpr=3&quality=100&sign=19c8ab4e&sv=2) Congratulations! You have just added a google sheet! The training for the current sheet should have started, and you can add more sheets using the "Sync Google Sheet" button on the top left corner. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#faqs) FAQ's: Here are some common FAQ's regarding Google Sheets: chevron-rightWhat kind of Google Sheets are supported for training?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#what-kind-of-google-sheets-are-supported-for-training) Only public or shared sheets with proper access permissions (viewer or editor) can be synced. Ensure your sheet isn't restricted or private. chevron-rightMy Google Sheet has multiple tabs. Will the bot train on all of them?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#my-google-sheet-has-multiple-tabs.-will-the-bot-train-on-all-of-them) Currently, the system typically trains on the **first tab** of the sheet. For multi-tab training, ensure relevant data is consolidated in a single tab. chevron-rightWhat format should the sheet follow for best results?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#what-format-should-the-sheet-follow-for-best-results) Use a two-column format: one for **Questions** and one for **Answers**. Avoid using formulas, merged cells, or complex formatting. chevron-rightWhy was I redirected to another page while connecting Google Sheets?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#why-was-i-redirected-to-another-page-while-connecting-google-sheets) That’s a normal part of the **OAuth authentication process** for Google account access. After signing in, return to the "Google Sheets" tab to complete the sync. chevron-rightI clicked “Sync Google Sheet,” but nothing seems to happen. What should I do?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#i-clicked-sync-google-sheet-but-nothing-seems-to-happen.-what-should-i-do) Refresh the page, ensure the sheet URL is correct and publicly accessible, and confirm you are logged into the correct Google account. chevron-rightHow can I add more than one Google Sheet?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#how-can-i-add-more-than-one-google-sheet) After syncing the first sheet, simply click the **"Sync Google Sheet"** button again (top-left corner) to repeat the process for additional sheets. chevron-rightWill the bot automatically update if I make changes to the sheet later?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#will-the-bot-automatically-update-if-i-make-changes-to-the-sheet-later) No, you need to **manually resync** the sheet after any edits to reflect the updates in your chatbot training. chevron-rightCan I delete or disconnect a synced sheet later?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#can-i-delete-or-disconnect-a-synced-sheet-later) Yes. Visit the connected sheets section and select the one you wish to remove or update. The training data will adjust accordingly. chevron-rightI entered the correct sheet URL, but it's not syncing. What could be wrong?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#i-entered-the-correct-sheet-url-but-its-not-syncing.-what-could-be-wrong) Double-check the sheet’s **sharing settings** and make sure it's not restricted. Also, confirm that you've completed the Google sign-in process correctly. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#9deee8ededf2efe9ddfff2e9edf8f3fae8f4f3b3fef2f0) . We will respond back within 48 business hours. [PreviousFile Uploadchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/file-upload) [NextFAQschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/faqs) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#interactive-guide) * [What is Training via Google Sheets?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#what-is-training-via-google-sheets) * [Benefits of Google Sheets Training](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#benefits-of-google-sheets-training) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#guidance-video) * [How to train your AI Chatbot on Google Sheet?](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#how-to-train-your-ai-chatbot-on-google-sheet) * [FAQ's:](https://help.botpenguin.com/bots/website-mobile-app-bot/train-your-ai-chatbot/google-sheets#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Customize Landing Page Bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#what-is-the-landing-page-design-section) What is the Landing Page Design Section The **Landing Page Design section** in Website Chatbot Settings allows you to fully customize the visual appearance and content of your chatbot’s landing page. You can edit text, headings, descriptions, logos, social media links, layout, chat window style, theme colors, fonts, and background colors to ensure your chatbot’s landing page is visually appealing and aligned with your brand. Whether it’s updating the landing page header, changing the chatbot icon, or selecting a layout, this section ensures your landing page creates a professional and engaging experience for website visitors. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#benefits-of-the-landing-page-design-section) Benefits of the Landing Page Design Section * **Brand Consistency:** Align the landing page with your brand colors, fonts, and logos. * **Enhanced User Experience:** A well-designed landing page encourages visitors to interact with your chatbot. * **Full Customization:** Easily update content, social links, layout, themes, and chat window styles without coding. * **Improved Engagement:** Custom headings, descriptions, and call-to-action placement help drive more interactions. * **Quick Updates:** Save and apply changes instantly, ensuring the landing page is always up to date. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#guidance-video) Guidance Video * * * **How to Redirect to the screen:** 1. Click on Bots from left menu 2. Select any website bot. 3. Click on "Chatbot Design" option from the expanded side panel. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR7o5RAl0plOxPpUuS2DH%252Fimage.png%3Falt%3Dmedia%26token%3D64b52af5-95cb-4e86-a4b3-53b10ac8a885&width=768&dpr=3&quality=100&sign=73925c5e&sv=2) 1. User will be redirected to website chatbot screen by default. 2. Select the Landing page Bot Tab. 3. And by default user will be on the Content Tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fch7K9czk8gYbTUZMtjTv%252Fimage.png%3Falt%3Dmedia%26token%3D59dc3563-9eac-439f-a4e5-7fd1d376a7aa&width=768&dpr=3&quality=100&sign=2c65c057&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#content-section) Content Section ---------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Enter your bot's landing page name in "Landing Page Name" box. 2. Enter the heading text you want to display in "Landing Page Header" box. 3. Enter the description text you want to display in "Landing Page Description" box. 4. Toggle ON/OFF to hide logo and text. 5. Toggle ON/OFF to hide chatbot's header. 6. Upload profile logo for your chatbot page. 7. Add any social media links and icons. 8. And click on "Save Changes" to update all the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FiWM5keI3KePW5AN1AZbA%252Fimage.png%3Falt%3Dmedia%26token%3Db4e3c802-37bb-4f0d-a42f-bd64fc0699f9&width=768&dpr=3&quality=100&sign=7775734a&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#theme) Theme -------------------------------------------------------------------------------------------------------------------------------------- Switch the tab to Theme to change the theme . 1. Select your chat window style from the given two options. 2. Select a bot icon from the options or upload from your device. 3. Select a landing page theme colour. 4. Select a chat background colour. 5. Select landing page background colour. 6. Select a font style for your chatbot. 7. Click on save changes to upload the changes done. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FACCNRPjgDSsFPYgpXqTE%252Fimage.png%3Falt%3Dmedia%26token%3Db14b1193-d4f2-4578-8b58-4e7a05775a15&width=768&dpr=3&quality=100&sign=32ff300&sv=2) * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#layout) Layout ---------------------------------------------------------------------------------------------------------------------------------------- 1. Here you can select the layout and positioning for your landing page 2. Click on "Save Changes" to save your customizations. 3. These are all the settings you can do to customize your website chatbot if still have queries you can contact us anytime. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fp2lmxwrp6buhq5pyVZZe%252Fimage.png%3Falt%3Dmedia%26token%3D875d2ce9-8b0c-46cb-ae4a-f5d6648979a8&width=768&dpr=3&quality=100&sign=3180ab0&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#need-assistance) Need Assistance? If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#30434540405f424470525f4440555e5745595e1e535f5d) . We will respond back within 48 business hours. [PreviousCustomize Website Chatbotchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-website-chatbot) [NextGeneralchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#interactive-guide) * [What is the Landing Page Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#what-is-the-landing-page-design-section) * [Benefits of the Landing Page Design Section](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#benefits-of-the-landing-page-design-section) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#guidance-video) * [Content Section](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#content-section) * [Theme](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#theme) * [Layout](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#layout) * [Need Assistance?](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot#need-assistance) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # General | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#configure-general-settings) Configure General Settings 1. Go to the “Bots” section from the left sidebar. 2. Select any website bot 3. Select your bot and click on “Settings”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3B5ReW0tKSXREqjUWUjk%252Fimage.png%3Falt%3Dmedia%26token%3D535d89e6-c4b0-434e-94a1-0cde3bf0e17c&width=768&dpr=3&quality=100&sign=7059e934&sv=2) 1. Under the “General” tab, configure the following: * **Waiting Message** (e.g., Usual reply time: 2 to 3 Minutes). This text will be displayed on the bot to inform the users regarding the waiting time. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMSiYGOXF7Q4m7dHMIzTQ%252Fimage.png%3Falt%3Dmedia%26token%3D05f72ba6-1618-4cb1-9cfe-4263d1abc444&width=768&dpr=3&quality=100&sign=c79ce937&sv=2) * **Un-availability Message (if support bot is not available)** This message is shown to users when the chatbot or live chat support is unavailable. It helps set clear expectations during offline hours. * **Waiting Message Title (for initiating live chat)** This is the heading displayed above the waiting message while the system is connecting the user to an agent or processing the request. * **Un-availability Message Title (for initiating live chat)** This is the title shown when the chatbot or support team is offline. It appears above the un-availability message for better visibility. * **Choose the “Language”.** This setting defines the primary language in which the chatbot interface and default responses will operate. * **Time Zone** This determines the time reference used for chatbot availability, working hours, and time-based automations. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#manage-chatbot-status-and-behavior) Manage Chatbot Status & Behavior * Toggle “Chatbot Status” ON to make your bot active on the website. * **Send Incomplete Responses** When enabled, the chatbot may send partial responses if the full response generation is interrupted due to timeout or technical issues. * **Invalidate Cache** This option refreshes the chatbot’s cached data. Use it when recent changes are not reflecting on the live website. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#configure-chat-history-and-sounds) Configure Chat History & Sounds * Select your preferred “Chat Window Message History” (e.g., Session-based). Customize sound settings: * “Bot Pop-up Sound” * “Message Sound (For Team User)” * “Message Sound (For End User)” * “Bot Appearance Sound” * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#enable-data-capture) Enable Data Capture 1. Toggle ON: * **Capture IP & Device Information:** When enabled, the system collects visitor IP address and device details for analytics and support tracking purposes. * **Capture URL Source:** When enabled, the chatbot captures the URL or source page from which the user initiated the chat. This helps in tracking campaign performance and understanding visitor intent. * Enable Bot Whitelabel toggle to hide the Chat by BotPenguin tagline from the chatbot This helps track visitor details for better analytics and follow-ups. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#save-changes) Save Changes 1. Scroll and click the “Save” button (if applicable) to apply your updates. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FP6vKcsqal0WBn5r0EQet%252Fimage.png%3Falt%3Dmedia%26token%3Dcd231cda-4287-4501-b651-ab5ee3c88ce0&width=768&dpr=3&quality=100&sign=b5eef264&sv=2) If you still have questions for our team, write to us at [**\[email protected\]**envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#57242227273825231735382327323930223e397934383a) . We’ll get back to you within 48 hours. [PreviousCustomize Landing Page Botchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/design/customize-landing-page-bot) [NextAlertschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/alerts) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#interactive-guide) * [Configure General Settings](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/general#configure-general-settings) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Integrate BotPenguin with Deepseek | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [PreviousIntegrate BotPenguin with Autopilotchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-autopilot) [NextIntegrate BotPenguin with Dropboxchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-dropbox) Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Chatbot Templates | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#what-are-pre-built-chatbot-templates) What are Pre-Built Chatbot Templates? **Pre-Built Chatbot Templates** are ready-to-use message structures designed to help you quickly create Chatbot. These templates save time by providing predefined formats that can be customized with your content, media, and buttons. They can be used as-is or modified to match your business needs. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#benefits-of-pre-built-chatbot-templates) Benefits of Pre-Built Chatbot Templates * 🎯 **Quick Setup:** Launch campaigns faster by using pre-configured templates. * 🟢 **Consistent Messaging:** Ensure uniform tone and formatting across all communications. * ⚡ **Flexible Customization:** Edit text, media, footers, and buttons to suit your audience. * 🔧 **Draft & Edit:** Save templates as drafts to modify before submission. * 📈 **Approval-Ready:** Pre-built templates are structured for WhatsApp compliance, reducing approval delays. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#guidance-video) Guidance Video * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#how-to-use-pre-built-chatbot-templates) How to Use Pre-Built Chatbot Templates #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#step-1-access-pre-built-templates) Step 1: Access Pre-Built Templates 1. Go to your bot dashboard. 2. Click **Chatflow Templates** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2NIlZvOKo3LgYy2rCswC%252Fimage.png%3Falt%3Dmedia%26token%3D4d2e0d77-b496-4617-8f79-25e121deee92&width=768&dpr=3&quality=100&sign=9396250c&sv=2) 1. Browse the **template gallery** to choose a template closest to your campaign needs. 2. Select the template to **customize** or create an entirely new template from scratch. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FgGbxrQYlWMqCdtWwEakf%252Fimage.png%3Falt%3Dmedia%26token%3D8cbbd014-1658-480b-a72a-ee6ef85027d0&width=768&dpr=3&quality=100&sign=6e79c157&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#step-2-preview-the-selected-template) Step 2: Preview the Selected Template 1. Hover on the template , then there will be eye icon. 2. Click on eye icon to preview the Template. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Ftdrt56RZX9tCw7xpvKmp%252Fimage.png%3Falt%3Dmedia%26token%3D73a0fe1e-0df3-4b8e-afc4-baf840f8d6b2&width=768&dpr=3&quality=100&sign=c4144e4c&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#step-3-using-the-selected-template) Step 3: Using the Selected Template 1. Hover on the Selected template. 2. Click on Use Template Button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYa9zuWTXA311W155zbpn%252Fimage.png%3Falt%3Dmedia%26token%3Df99ce845-90a0-4bd1-925b-d28a0b1bdb43&width=768&dpr=3&quality=100&sign=1cc41a3a&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOfSOkCBN66NY6auPAbP3%252Fimage.png%3Falt%3Dmedia%26token%3Da8cb372e-8e9e-4790-8b9a-8db936d6048d&width=768&dpr=3&quality=100&sign=dc3b85e2&sv=2) 1. Click on use now button to add the Template. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmXKZHT4BDMtjSxn6Tn2p%252Fimage.png%3Falt%3Dmedia%26token%3De9ddfc8e-aff0-4c74-b5d8-9f52aa2e7062&width=768&dpr=3&quality=100&sign=d19898ee&sv=2) 1. Template added successfully and now you can edit the Template with the help of Components. [comments-questionManage Chatflowchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/manage-chatflow) * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#3a494f4a4a55484e7a58554e4a5f545d4f535414595557) . We will respond back within 48 business hours. [PreviousHow to get the GPT Assistant key and connect it with the botchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot) [Next3rd party Integrationschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations) Last updated 17 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#interactive-guide) * [What are Pre-Built Chatbot Templates?](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#what-are-pre-built-chatbot-templates) * [Benefits of Pre-Built Chatbot Templates](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#benefits-of-pre-built-chatbot-templates) * [Guidance Video](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#guidance-video) * [How to Use Pre-Built Chatbot Templates](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates#how-to-use-pre-built-chatbot-templates) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Chatbot Persona | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#interactive-guide) Interactive Guide --------------------------------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#botpenguin-ai-persona) BotPenguin AI Persona ----------------------------------------------------------------------------------------------------------------------------------------------- Persona refers to the personality of the Ai that is being used with the chatbot. Users have the option to configure the personality of the bot themselves, by following the instructions provided in the guidelines. By doing so, users can provide their customers with a more personalized, relatable and effective agent, allowing for better communication and experience. [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#setup-of-ai-agent) Setup of AI Agent --------------------------------------------------------------------------------------------------------------------------------------- For usage of the AI Persona requires the integration of any AI platform into the Chatbot. Users have the option of ChatGPT, Claude, Gemini, and Deepseek, and the integration instructions for all are available in the "3rd Party Integrations Section". * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#reasons-to-setup-unique-personality) Reasons to Setup Unique Personality: * **Boost customer engagement** by making interactions more natural, relatable, and human-like. * **Ensure brand consistency** by aligning the chatbot’s tone and style with your business identity. * **Increase conversation effectiveness** by guiding users seamlessly toward desired outcomes. * **Deliver personalized experiences at scale** by adapting responses based on user behavior and context. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#setup-of-ai-persona) Setup of AI Persona 1. Begin by creating your chatbots. Once you've completed this step, proceed to the next. 2. Access "AI Settings" based on the type of chatbot you're setting up ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. Click on "Configure AI Personality", and turn the toggle off. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FczQhxGz9QCyjymNrTEnE%252Fimage.png%3Falt%3Dmedia%26token%3D651ffa90-f6f8-40fc-900f-595e20b45c5d&width=768&dpr=3&quality=100&sign=141ebb20&sv=2) Turn the "Let AI Manage bot's personality as needed" 1. To create a new persona, click on "Create Persona", or hover over the general persona and click con the settings icon that will show up. 2. The user has the option to configure the AI's personality based on the following sections: 1. Persona Details 2. Communication Style 3. Chat Scenarios 4. Custom Instructions ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FDNqfUiwzpxViy5oQyMUD%252Fimage.png%3Falt%3Dmedia%26token%3D45832362-d84b-4138-91bf-2b5438cc7d71&width=768&dpr=3&quality=100&sign=e231c1ea&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#settings-in-ai-persona) Settings in AI Persona: 1. Persona Details: 1. Persona Title: Title of the persona to be shown on the title card(similar to General) 2. Persona Description: Description of the Persona 3. Upload Photo: Photo shown on Persona card. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FX2P81Al5xdOTkN8xNBuT%252Fimage.png%3Falt%3Dmedia%26token%3Dcd83a48e-ef91-4dcc-ab67-fae683faaf9f&width=768&dpr=3&quality=100&sign=816da3b3&sv=2) 1. Communication Style: 1. Answer Length: Select the length of the answers that you want. 2. Answer Perspective (1st person, 3rd person, etc.) 3. Tone: Can be configured to formal, joyful, sincere, etc. 4. Language: Can detect the users language and answer that, or can be configured to a particular language. 5. Answer Formatting: Can be in paragraph, bullet points or numbered points. 6. Included Sources for Response: Toggle that allows us to include the source of the answer. 7. Personalize Replies with Chat History: Remembers the context of the conversation and answers in relation to that history. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F5MWdIGxq02HbL9wcPCRG%252Fimage.png%3Falt%3Dmedia%26token%3Dfd4cd479-ca84-4af3-8517-b4184e69bfe7&width=768&dpr=3&quality=100&sign=afa667ee&sv=2) 1. Chat Scenarios: 1. Allows users to configure particular scenarios, and the responses or flows to redirect for the same. 2. For more details, refer to the details below: [Chatbot Personachevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fi7NCLZ39NznMLrW8pWNO%252Fimage.png%3Falt%3Dmedia%26token%3D56840516-449a-4b3f-8993-a38eec9a1ab5&width=768&dpr=3&quality=100&sign=7eb64492&sv=2) 1. Custom Instructions: 1. Allows users to give custom instructions to their chatbot, and it will follow the same. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FicXk9BiJFfDfUQaGflTf%252Fimage.png%3Falt%3Dmedia%26token%3D83c9fa48-1c56-449c-934a-fa85d3a2b715&width=768&dpr=3&quality=100&sign=625824c&sv=2) circle-info Note : You can decide how many queries/answers to be handled via AI. After that you can continue your chat flow. Available in Customize Bot Message. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FhLBsZAr7x6iVPCuA6Giu%252Fimage.png%3Falt%3Dmedia%26token%3D1ff2ca63-1c5a-46a3-ad84-b5cfecbfb68e&width=768&dpr=3&quality=100&sign=6037d564&sv=2) And you're done! Whenever the AI component is invoked, your custom-trained model will provide responses based on the settings and training you've configured, enhancing your chatbot's conversational abilities. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#faqs) FAQ's: Here are some common questions asked for setting the AI Personalities: chevron-rightWhy is My AI component returning the exact same line as input?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#why-is-my-ai-component-returning-the-exact-same-line-as-input) Successful integration of any AI Platform key is necessary for the component to work. chevron-rightHow to make my files to be included in the response.[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#how-to-make-my-files-to-be-included-in-the-response) Click on the "Include source files in answer" in the Communication Style section of the persona to configure the same. chevron-rightAI is not answering in the language that is entered. What should I do?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#ai-is-not-answering-in-the-language-that-is-entered.-what-should-i-do) Make sure that the language is set to "Detect Users' Language & Respond In The Same". If it is for a particular language, the bot might have difficulty answering in the users language. chevron-rightHow to use Custom Instructions?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#how-to-use-custom-instructions) Enter the commands that you want to be noted all the time. These can be related to display, tone, answers, etc. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#a4d7d1d4d4cbd6d0e4c6cbd0d4c1cac3d1cdca8ac7cbc9) . We will respond back within 48 business hours. [PreviousConfiguring Chatbot Scenarioschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/configuring-chatbot-scenarios) [NextAI Chat Summarychevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary) Last updated 15 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#interactive-guide) * [BotPenguin AI Persona](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#botpenguin-ai-persona) * [Setup of AI Agent](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#setup-of-ai-agent) * [Reasons to Setup Unique Personality:](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#reasons-to-setup-unique-personality) * [Setup of AI Persona](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#setup-of-ai-persona) * [Settings in AI Persona:](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#settings-in-ai-persona) * [FAQ's:](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # AI settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings#botpenguin-ai) BotPenguin AI BotPenguin utilizes a combination of ChatGPT, proprietary technology, and specialized training to create custom AI models tailored to your business's unique knowledge and customer service needs. You can feed data to your custom AI model through various sources, including website URLs, content files, and FAQs. This enables BotPenguin to develop AI solutions that deliver exceptional service and support to your customers by leveraging both publicly available information and your business-specific data. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings#setup-chatgpt-and-ai-settings) Setup ChatGPT and AI Settings To integrate ChatGPT into your BotPenguin chatbot and customize its behavior, follow these steps: **Step 1: Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. **Step 2: Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) **Step 3: Configure Bot's Personality** * Access "AI Settings" based on the type of chatbot you're setting up: * Go to Configure Bot's personality * Toggle off "Let AI Manage bot's personality as needed option" to create your own AI persona ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYVlnuOGyL6qd6Y2532ue%252Fimage.png%3Falt%3Dmedia%26token%3D8b7554be-3015-4843-92e5-478712e5bda4&width=768&dpr=3&quality=100&sign=78ea38e0&sv=2) * Click on settings icon to change the existing persona or click on **"use persona"** to use the existing one . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmmMqxalxGsYmDqyc88oU%252Fimage.png%3Falt%3Dmedia%26token%3D628b71d5-e5eb-4448-9eb2-72ccae878422&width=768&dpr=3&quality=100&sign=32c3dc32&sv=2) * Click on Create persona button to create a new persona ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F0B1YAMnq64N6qgvVff7z%252Fimage.png%3Falt%3Dmedia%26token%3D3ea820ef-33bf-454d-8c3a-d98aa6d5a37c&width=768&dpr=4&quality=100&sign=da9b7828&sv=2) * In these settings, you can define the persona details to: * **Configure Bot's Personality** * **Answer Length** * **Answer Perspective (1st person, 3rd person, etc.)** * **Tone** * **Language** * **Answer Formatting** * **Included Sources for Response** * **Custom Prompt Instructions** * **Manage Unusual Chat Scenarios** * **Message for When Bot Can't Answer** * **Message for Responding to Inappropriate Language Usage** Persona Details ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FHgX8z0KhVWUM9IM9oZVg%252Fimage.png%3Falt%3Dmedia%26token%3D4211c2cc-a205-4dd8-b22f-5a9d12c6583c&width=768&dpr=3&quality=100&sign=9c510746&sv=2) * In Persona Details enter the persona title, persona description and upload a cover photo for your bot's persona. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOBUmVEwsm8SBzstZMept%252Fimage.png%3Falt%3Dmedia%26token%3Df2d78f22-6bdb-41e4-a63d-3a8766772a2d&width=768&dpr=3&quality=100&sign=4286c154&sv=2) * In Communication Style, enter answer length, answer as (1st person , 2nd person etc), tone of bot, language used and answer formating. You can also toggle ON/OFF sources and personalize replies with chat history. * If "include sources for response" is ON it will share the source name of the knowledge base. **Chat Scenerios** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F64lR3IiXmfOGhLXaLUN2%252Fimage.png%3Falt%3Dmedia%26token%3D70d784a0-98bb-4092-8808-2ad6b1563adc&width=768&dpr=3&quality=100&sign=7246a797&sv=2) * You can add a chat scenerio by clicking on "Add Action". * In Chat Scenarios, select or add an action which gets triggered based on the user's response. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FgvPr2ccHHX2l3OgqMOqV%252Fimage.png%3Falt%3Dmedia%26token%3D1c919357-761b-4d53-985a-cac945d717ba&width=768&dpr=3&quality=100&sign=65dd37b8&sv=2) * Here you can add a keyword according to which LLM model will identify the chat intent and will give message or flow set by you. * You can add the chat Intent and message. **Custom Instructions:** * In Custom Instructions, add a custom prompt which best defines your bot persona and based on that it will act. Example: "Act as a salesman and use formal tone and be polite and friendly" * And finally click on "Update" to save the changes. * You can click on "Use Persona" to use it in you chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdmhfrxKWLhxnOPj6Nlgq%252Fimage.png%3Falt%3Dmedia%26token%3D1aca1a95-3e0d-4323-8205-60d4b3cf71b9&width=768&dpr=3&quality=100&sign=cb9f289e&sv=2) **Persona in Use** ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FeFcSnMU78LLXa8mbU3Cs%252Fimage.png%3Falt%3Dmedia%26token%3D5171d242-b623-44d0-b8cf-81e8bce2eb91&width=768&dpr=4&quality=100&sign=ea672433&sv=2) * Finally the AI model in your chatflow will work based on the persona set by you. Note : You can decide how many queries/answers to be handled via AI. After that you can continue your chat flow. Available in Customize Bot Message. ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FHToxSrHGwf1yRpb5H1Jx%252Fimage.png%3Falt%3Dmedia%26token%3D94419ec1-a898-4ab2-9213-679020d0f0db&width=768&dpr=4&quality=100&sign=f5e214a0&sv=2) **Step 4: Configure ChatGPT Component** * Integrate ChatGPT model with your bot for better outputs. * You can invoke the ChatGPT component at multiple points in the chatflow as needed. * Select a GPT model you want to use after integrating with ChatGPT. circle-info Initially it will be set on GPT-3.5 Turbo And you're done! Whenever the ChatGPT component is invoked, your custom-trained model will provide responses based on the settings and training you've configured, enhancing your chatbot's conversational abilities. [PreviousTransfer Chat to WhatsApp Functionalitychevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/chat-window/transfer-chat-to-whatsapp-functionality) [NextConfiguring Chatbot Scenarioschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings/configuring-chatbot-scenarios) Last updated 17 days ago Was this helpful? * [BotPenguin AI](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings#botpenguin-ai) * [Setup ChatGPT and AI Settings](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings#setup-chatgpt-and-ai-settings) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Configuring Chatbot Scenarios | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The inputs of users are varying, but certain inputs, such as those which the chatbot cannot provide an answer to, or those that may be offensive, can be configured to give a pre-defined response. This is done through the use of AI, which analyses the input to understand its intent, and responds back with the correct pre-defined response. Additionally, for better organization, you can have different flows. Utilizing the power of artificial intelligence, we can use flow redirection to analyze the users input, and then redirect them to the appropriate flow at any time. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings/configuring-chatbot-scenarios#steps-for-setup-of-dynamic-chatflow-configuration) Steps for Setup of Dynamic Chatflow Configuration: 1. **Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. 1. **Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. **Configure Bot's Personality** * Access "AI Settings" based on the type of chatbot you're setting up: * Go to Configure Bot's personality * Toggle off "Let AI Manage bot's personality as needed option" to create your own AI persona 1. Click on the toggle to **disable** the “Let AI Manage bot's personality as needed”, as we need to customize the responses of our chatbot to certain intents. Then, go to “**Create Persona**”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FEnPBJhXpgL29GTpcuwp0%252Fimage.png%3Falt%3Dmedia%26token%3Da3a32ef7-1d27-4523-975a-dbcf2c04e613&width=768&dpr=3&quality=100&sign=37774cda&sv=2) 1. Upon reaching the main screen here, go to “**Chat Scenarios**”. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFi5GE6YY5cHLl9bDsIX7%252Fimage.png%3Falt%3Dmedia%26token%3D2fbe8e76-5e17-401c-8369-9a5058c55615&width=768&dpr=3&quality=100&sign=ba457cd0&sv=2) circle-info If you are configuring the bot for the first time, then the above fields (Persona Details, Communication Style) also need to be filled for the redirection to work. 1. Click on the “**Add-Action button**” to proceed to the configuration of the chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIBneq4NtNd4AiSWtbDW0%252Fimage.png%3Falt%3Dmedia%26token%3D2f428c55-33a4-4305-8ba2-12f597a5e846&width=768&dpr=3&quality=100&sign=61b004de&sv=2) 1. Complete the form with the relevant details for the bot. The fields to fill are as follows: 1. **Name**: Specify the name of the chat. This name will be the primary description of the trigger. E.g.: “Flowers” for redirection to flowers chat 2. **Trigger**: Define the action to be executed when the specified condition is met. Options include triggering a specific message or an entire chat flow. 1. **Message**: Enter the message to be displayed in the chat. 2. **Flow**: Select the chat flow to be triggered. 3. Based on the previous Trigger input: 1. **Message**: Enter the message that is to be displayed when triggered. Eg. If the message is offensive, the response message can be "I am not quite used to this language". 2. **Flow**: Select the flow onto which the chat should be redirected to. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrwixSwDzxZRv3ACnOhvU%252Fimage.png%3Falt%3Dmedia%26token%3D0277fae4-cb39-4353-ad82-62b71d4bf519&width=768&dpr=3&quality=100&sign=dd92805&sv=2) 1. Click on “**Add Intent**” to finish setup. circle-info Remember to toggle on the button to enable the message/flow redirection. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZMtBHUlZVH2FckJVGHnJ%252Fimage.png%3Falt%3Dmedia%26token%3De0cd1380-795d-4765-8aa2-04efffd676c0&width=768&dpr=3&quality=100&sign=bb504a11&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings/configuring-chatbot-scenarios#still-not-working-lets-troubleshoot) Still Not Working? Let's Troubleshoot If the chat is not responding as expected, consider the following troubleshooting steps: 1. **Verify Triggers and Conditions**: Ensure that the trigger conditions are correctly set and aligned with the intended message types or user inputs. 2. **Check Message and Flow Settings**: Confirm that the correct message or chat flow is selected and configured properly. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#42313732322d303602202d3632272c25372b2c6c212d2f) . We will respond back within 48 business hours. [PreviousAI settingschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings) [NextAI Settingschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings) Last updated 15 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Basic Configuration | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#basic-configuration) Basic Configuration ----------------------------------------------------------------------------------------------------------------------------------------------- The **Basic Configuration** section allows you to set up the core AI capabilities of your website chatbot. This includes integrating an LLM provider, managing AI message usage, and enabling third-party app integrations required for advanced automation. This setup is essential for activating AI-powered conversations and connecting your chatbot with external tools. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#accessing-basic-configuration) Accessing Basic Configuration 1. **Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. 1. **Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. Open the **Basic Configuration** section. From here, you can configure the foundational AI and integration settings for your chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FM9hrY70nKZYgxRjizmNr%252Fimage.png%3Falt%3Dmedia%26token%3D2b045397-7a42-4628-8a4a-7686481f4a22&width=768&dpr=3&quality=100&sign=ac609a40&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#integrate-llm-provider) Integrate LLM Provider To enable AI-generated responses, you must first integrate a **Large Language Model (LLM) Provider**. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#steps-to-integrate-an-llm-provider) Steps to Integrate an LLM Provider 1. Under Basic Configuration, click Integrate LLM Provider. 2. You will be redirected to the Third-party Apps Integration page. 3. Browse or search for the supported ChatGPT. 4. Click Connect. 5. Enter the required API credentials and complete authorization. Once connected, the LLM provider will power your chatbot’s AI responses. > ⚠️ LLM integration is mandatory for AI-based chatbot behavior. [BotPenguin Integrationschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FSumx7Zg6DOnU75TwxdnK%252Fimage.png%3Falt%3Dmedia%26token%3Dabec25c1-2f18-4d11-8ae8-ce2e6a8710c1&width=768&dpr=3&quality=100&sign=e917a82a&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#third-party-apps-integration-llm-and-tools) Third-party Apps Integration (LLM & Tools) The **Third-party Apps Integration** page lists all supported external applications, CRMs, scheduling tools, payment gateways, and AI providers. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#what-you-can-do-here) What You Can Do Here * Connect AI/LLM providers * Integrate CRMs to capture and sync leads * Enable appointment scheduling tools * Add payment gateways for transactions #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#how-to-connect-an-app) How to Connect an App 1. Use the **Search** field to find the app you want. 2. Click **Connect** next to the app name. 3. Complete the authentication steps. 4. Once successful, the app status will update from **Not Connected** to **Connected**. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#integration-status) Integration Status * **Not Connected** – App is available but not yet linked. * **Connected** – App is successfully integrated and ready to use in chatflows. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#purchase-ai-messages-add-on) Purchase AI Messages Add-on AI responses consume AI message credits. If your current plan limit is reached, you can purchase additional AI messages. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#how-to-purchase-ai-messages) How to Purchase AI Messages 1. In **Basic Configuration**, click **Purchase AI Messages Add-on**. 2. Choose the required AI message pack. 3. Complete the payment process. 4. AI messages will be added to your account instantly. This ensures uninterrupted AI conversations with your users. [business-timeBuying Add-Onschevron-right](https://help.botpenguin.com/subscription/buying-add-ons) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fe77XwOIL0VggwORSsLaz%252Fimage.png%3Falt%3Dmedia%26token%3Dc19b0ab1-ce80-4a06-9a47-6f02a3eb8c0a&width=768&dpr=3&quality=100&sign=be866575&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#how-basic-configuration-works-together) How Basic Configuration Works Together Once Basic Configuration is completed: * The **LLM provider** powers intelligent, real-time AI responses * **Third-party integrations** enable automation and data syncing * **AI message add-ons** ensure scalability for high conversation volumes Together, these settings form the foundation for advanced chatbot behavior. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#important-notes) Important Notes > ⚠️ AI responses will not work without an active LLM provider. ⚠️ Ensure API credentials are valid during integration. ⚠️ AI message usage depends on your plan and add-ons. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#what-to-do-next) What to Do Next After completing Basic Configuration, you can: * Design AI-powered chatflows * Configure chatbot personality * Use integrations inside flows (CRM, scheduling, payments) * Monitor AI usage and performance * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#need-help) Need Help? If you face any issues while integrating an LLM provider or third-party apps, contact us at: 📧 [**\[email protected\]**envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#23505653534c515763414c5753464d44564a4d0d404c4e) Our team will respond within **48 business hours**. [PreviousAI Settingschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings) [NextConfiguring Chatbot Scenarioschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/configuring-chatbot-scenarios) Last updated 15 days ago Was this helpful? * [Basic Configuration](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#basic-configuration) * [Accessing Basic Configuration](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#accessing-basic-configuration) * [Integrate LLM Provider](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#integrate-llm-provider) * [Third-party Apps Integration (LLM & Tools)](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#third-party-apps-integration-llm-and-tools) * [Purchase AI Messages Add-on](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#purchase-ai-messages-add-on) * [How Basic Configuration Works Together](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#how-basic-configuration-works-together) * [Important Notes](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#important-notes) * [What to Do Next](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#what-to-do-next) * [Need Help?](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # AI Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings#botpenguin-ai) BotPenguin AI BotPenguin utilizes a combination of ChatGPT, proprietary technology, and specialized training to create custom AI models tailored to your business's unique knowledge and customer service needs. You can feed data to your custom AI model through various sources, including website URLs, content files, and FAQs. This enables BotPenguin to develop AI solutions that deliver exceptional service and support to your customers by leveraging both publicly available information and your business-specific data. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings#setup-chatgpt-and-ai-settings) Setup ChatGPT and AI Settings To integrate ChatGPT into your BotPenguin chatbot and customize its behavior, follow these steps: **Step 1: Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. **Step 2: Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) **Step 3: Configure Bot's Personality** * Access "AI Settings" based on the type of chatbot you're setting up: * Go to Configure Bot's personality * Toggle off "Let AI Manage bot's personality as needed option" to create your own AI persona ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYVlnuOGyL6qd6Y2532ue%252Fimage.png%3Falt%3Dmedia%26token%3D8b7554be-3015-4843-92e5-478712e5bda4&width=768&dpr=3&quality=100&sign=78ea38e0&sv=2) * Click on settings icon to change the existing persona or click on **"use persona"** to use the existing one . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmmMqxalxGsYmDqyc88oU%252Fimage.png%3Falt%3Dmedia%26token%3D628b71d5-e5eb-4448-9eb2-72ccae878422&width=768&dpr=3&quality=100&sign=32c3dc32&sv=2) * Click on Create persona button to create a new persona ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F0B1YAMnq64N6qgvVff7z%252Fimage.png%3Falt%3Dmedia%26token%3D3ea820ef-33bf-454d-8c3a-d98aa6d5a37c&width=768&dpr=4&quality=100&sign=da9b7828&sv=2) * In these settings, you can define the persona details to: * **Configure Bot's Personality** * **Answer Length** * **Answer Perspective (1st person, 3rd person, etc.)** * **Tone** * **Language** * **Answer Formatting** * **Included Sources for Response** * **Custom Prompt Instructions** * **Manage Unusual Chat Scenarios** * **Message for When Bot Can't Answer** * **Message for Responding to Inappropriate Language Usage** Persona Details ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FHgX8z0KhVWUM9IM9oZVg%252Fimage.png%3Falt%3Dmedia%26token%3D4211c2cc-a205-4dd8-b22f-5a9d12c6583c&width=768&dpr=3&quality=100&sign=9c510746&sv=2) * In Persona Details enter the persona title, persona description and upload a cover photo for your bot's persona. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOBUmVEwsm8SBzstZMept%252Fimage.png%3Falt%3Dmedia%26token%3Df2d78f22-6bdb-41e4-a63d-3a8766772a2d&width=768&dpr=3&quality=100&sign=4286c154&sv=2) * In Communication Style, enter answer length, answer as (1st person , 2nd person etc), tone of bot, language used and answer formating. You can also toggle ON/OFF sources and personalize replies with chat history. * If "include sources for response" is ON it will share the source name of the knowledge base. **Chat Scenerios** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F64lR3IiXmfOGhLXaLUN2%252Fimage.png%3Falt%3Dmedia%26token%3D70d784a0-98bb-4092-8808-2ad6b1563adc&width=768&dpr=3&quality=100&sign=7246a797&sv=2) * You can add a chat scenerio by clicking on "Add Action". * In Chat Scenarios, select or add an action which gets triggered based on the user's response. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FgvPr2ccHHX2l3OgqMOqV%252Fimage.png%3Falt%3Dmedia%26token%3D1c919357-761b-4d53-985a-cac945d717ba&width=768&dpr=3&quality=100&sign=65dd37b8&sv=2) * Here you can add a keyword according to which LLM model will identify the chat intent and will give message or flow set by you. * You can add the chat Intent and message. **Custom Instructions:** * In Custom Instructions, add a custom prompt which best defines your bot persona and based on that it will act. Example: "Act as a salesman and use formal tone and be polite and friendly" * And finally click on "Update" to save the changes. * You can click on "Use Persona" to use it in you chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdmhfrxKWLhxnOPj6Nlgq%252Fimage.png%3Falt%3Dmedia%26token%3D1aca1a95-3e0d-4323-8205-60d4b3cf71b9&width=768&dpr=3&quality=100&sign=cb9f289e&sv=2) **Persona in Use** ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FeFcSnMU78LLXa8mbU3Cs%252Fimage.png%3Falt%3Dmedia%26token%3D5171d242-b623-44d0-b8cf-81e8bce2eb91&width=768&dpr=4&quality=100&sign=ea672433&sv=2) * Finally the AI model in your chatflow will work based on the persona set by you. Note : You can decide how many queries/answers to be handled via AI. After that you can continue your chat flow. Available in Customize Bot Message. ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FHToxSrHGwf1yRpb5H1Jx%252Fimage.png%3Falt%3Dmedia%26token%3D94419ec1-a898-4ab2-9213-679020d0f0db&width=768&dpr=4&quality=100&sign=f5e214a0&sv=2) **Step 4: Configure ChatGPT Component** * Integrate ChatGPT model with your bot for better outputs. * You can invoke the ChatGPT component at multiple points in the chatflow as needed. * Select a GPT model you want to use after integrating with ChatGPT. circle-info Initially it will be set on GPT-3.5 Turbo And you're done! Whenever the ChatGPT component is invoked, your custom-trained model will provide responses based on the settings and training you've configured, enhancing your chatbot's conversational abilities. [PreviousConfiguring Chatbot Scenarioschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-settings/ai-settings/configuring-chatbot-scenarios) [NextBasic Configurationchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/basic-configuration) Last updated 17 days ago Was this helpful? * [BotPenguin AI](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings#botpenguin-ai) * [Setup ChatGPT and AI Settings](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings#setup-chatgpt-and-ai-settings) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # How to get the GPT Assistant key and connect it with the bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#what-is-a-gpt-assistant) What is a GPT Assistant? A **GPT Assistant** is an AI-powered virtual assistant built using OpenAI’s GPT models that can understand natural language and generate human-like responses. It is commonly used to automate conversations, answer questions, provide support, generate content, and assist users across channels like websites, apps, and messaging platforms (e.g., WhatsApp). In platforms like BotPenguin, a GPT Assistant can be connected to handle customer queries, FAQs, lead qualification, and conversational workflows intelligently. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#pros-of-using-a-gpt-assistant) ✅ Pros of Using a GPT Assistant * **24/7 Availability:** Responds to users instantly at any time without human intervention. * **Natural Conversations:** Understands context and provides human-like, conversational replies. * **Scalable Support:** Handles multiple conversations simultaneously without performance issues. * **Reduced Support Costs:** Minimizes dependency on human agents for repetitive queries. * **Customizable Responses:** Can be trained or prompted to follow your brand tone and business rules. * **Multi-Use Capabilities:** Useful for support, sales, onboarding, FAQs, and content generation. * **Continuous Improvement:** Gets smarter over time with better prompts and structured inputs. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#how-to-get-the-gpt-assistant-api-key) How to Get the GPT Assistant API Key Follow these steps to generate your GPT (OpenAI) API key: **Step 1: Sign in to OpenAI** Go to the OpenAI platform and log in with your account. **Step 2: Open API Keys Page** After logging in, navigate to **View API Keys** from your account dashboard. **Step 3: Create a New API Key** Click on **Create new secret key** and copy the generated key. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FesOyCb4MBgFeJ1Q7qJfT%252Fimage.png%3Falt%3Dmedia%26token%3D70a29dcc-0a00-48ac-8b30-cac6290f7b5b&width=768&dpr=3&quality=100&sign=8e4dead1&sv=2) **Step 4: Save the Key Securely** Store the API key safely. For security reasons, you won’t be able to view it again. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXbJXNa1xiIYhhKwiYSTa%252Fimage.png%3Falt%3Dmedia%26token%3D351793ba-03b6-4e40-b252-26d6ec3d18ad&width=768&dpr=3&quality=100&sign=cb2c36ec&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FArQ7nV8cQyXzmNblEpiI%252Fimage.png%3Falt%3Dmedia%26token%3Dd6217e71-84ae-4839-93a0-bc19f5ce1dc9&width=768&dpr=3&quality=100&sign=d87894cf&sv=2) **Step 5: Add the Key to Your Platform** * Select your Bot * Go to Third party Integrations ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fydlnu9KKiw4avGKLXRg2%252Fimage.png%3Falt%3Dmedia%26token%3D0fa9bcb3-e1fc-4bac-9882-8b0929eced7b&width=768&dpr=3&quality=100&sign=e110af39&sv=2) * Search the ChatGPT and click on Connect Button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FqQbEnAYJqr6teuIeT6jU%252Fimage.png%3Falt%3Dmedia%26token%3D8fd28d5d-0fc5-4b40-92e0-c864e7e70cff&width=768&dpr=3&quality=100&sign=4dc89174&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8eno2bsSr9NqJ0iPomq3%252Fimage.png%3Falt%3Dmedia%26token%3D33c6da51-08cf-4056-a694-cc40830daad9&width=768&dpr=3&quality=100&sign=920b4111&sv=2) * Paste the copied API key , select the model and select the knowlede mix. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWmFJZXXWsilgrLC8m1KF%252Fimage.png%3Falt%3Dmedia%26token%3D4a1f230f-05a0-4c71-b687-b5e7fbe65cb9&width=768&dpr=3&quality=100&sign=206726bc&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#how-to-connect-gpt-assistant-with-your-bot) How to Connect GPT Assistant with Your Bot #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#step-1-create-a-gpt-assistant) Step 1: Create a GPT Assistant 1. Go to your **Settings** → **AI Assistants Configuration** → **Basic Configuration**. 2. Under **AI Service Provider**, select **Integrate with ChatGPT**. 3. In **Choose Model**, select **Assistants Beta**. 4. Paste the **GPT Assistant Key** you copied earlier. 5. Click **Update** to save the changes. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fck07VEBBgHR9KAaQhctz%252FScreenshot%25202026-01-06%2520at%25205.12.31%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3D3abb39d2-8163-4241-8fd8-d452766f1454&width=768&dpr=3&quality=100&sign=48da69c8&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#step-2-setup-of-ai-assistant) Step 2: Setup of AI Assistant ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnYo7HCXOfMIgrtS5FS5r%252FScreenshot%25202026-01-06%2520at%25205.13.33%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3De4af2dbb-fbc1-4cd2-8fd7-637cc8e4d859&width=768&dpr=3&quality=100&sign=210a3890&sv=2) 1. Click **Add Assistant**. 2. Enter an **Assistant Name**. 3. Select the **Model** (e.g., GPT-4o). 4. Set **Temperature** and **Top-P** as needed. 5. Add your **Custom Prompt** (instructions that define how the assistant should behave). 6. Click **Add Assistant** or **Update Assistant**. 7. Enable the assistant using the **Status toggle**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FndMJuWxHjfFEOW0jqGCR%252FScreenshot%25202026-01-06%2520at%25205.13.47%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3Ddaa7f385-c542-40d2-9cc4-768e0d8ab824&width=768&dpr=3&quality=100&sign=ca487f8&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#step-4-edit-the-assistant) Step 4: Edit The Assistant 1. From the list select any assistant that you would like to edit by clicking on edit icon. 2. Update the details. 3. Click on the Update Assistant. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOfWejJrnm9sA8CcD3fLv%252FScreenshot%25202026-01-06%2520at%25205.14.53%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3D7696e769-9a34-4a40-87ae-82ad02198b51&width=768&dpr=3&quality=100&sign=d9c848b3&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#test-the-bot) Test the Bot * Open your chatbot and send a test message. * The bot will now respond using the configured **GPT Assistant logic and instructions**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZIH21Ui9DFFnEvtZnwE6%252Fimage.png%3Falt%3Dmedia%26token%3Dafd55b74-e6f1-44df-bf50-13429c15771c&width=768&dpr=3&quality=100&sign=cfa32b95&sv=2) [PreviousAI Chat Summarychevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary) [NextChatbot Templateschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/chatbot-templates) Last updated 17 days ago Was this helpful? * [How to Get the GPT Assistant API Key](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#how-to-get-the-gpt-assistant-api-key) * [How to Connect GPT Assistant with Your Bot](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot#how-to-connect-gpt-assistant-with-your-bot) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # ChatGPT | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#interactive-guide) Interactive Guide * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#what-is-chatgpt-integration) What is ChatGPT Integration? The ChatGPT Integration enables your bot to leverage OpenAI’s advanced natural language capabilities directly inside BotPenguin. By connecting your OpenAI API key, you unlock contextual responses, powerful reasoning, and more human-like conversational flows. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#benefits-of-chatgpt-integration) Benefits of ChatGPT Integration * ⚡ Enhances conversational intelligence for more dynamic user interactions. * 🤖 Provides contextual and human-like responses with minimal training overhead. * 🎯 Reduces manual scripting efforts by generating responses on the fly. * 🚀 Boosts customer satisfaction with smart, fast, and accurate answers. * 🛠️ Integrates seamlessly with your existing chatflows and automation logic. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#guidance-video) Guidance Video Integrate ChatGPT * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#xvw43v6b0iop) Steps to Integrate BotPenguin with ChatGPT #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#xvw43v6b0iop-1) Step 1 of 5: Log in to your BotPenguin Account and Select ChatGPT Integration 1. Login to your BotPenguin account. Then, select and click the Bot you want to integrate with ChatGPT. Click on the **"Third Party Apps Integration"** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR02Gy8CIXoED5HpPI3SI%252Fimage.png%3Falt%3Dmedia%26token%3D6792b14b-6e38-4435-adbb-4f03988fae77&width=768&dpr=3&quality=100&sign=826f5b41&sv=2) 1. A list of all native integrations for BotPenguin will be available in this window. Find ChatGPT by 2. Either by scrolling down the list, or 3. By typing **‘**ChatGPT**’** in the Search Box with the placeholder **“Search Here”.** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F4qTAIGGAceh8HGT0vtYB%252Fimage.png%3Falt%3Dmedia%26token%3Dfe8a615b-47c2-4fcd-a81c-270eedbab417&width=768&dpr=3&quality=100&sign=70dda506&sv=2) 1. Click On The **‘Connect’** button as shown. 2. An Integration Details page will show up. Continue by clicking on the "Connect" button. 3. Enter all the details shown on the subsequent page to connect ChatGPT to your chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCAJUQKMJvUiJlnpjfrVP%252Fimage.png%3Falt%3Dmedia%26token%3Da16d34c6-86d6-4a1a-8753-4a84c815f7c5&width=768&dpr=3&quality=100&sign=f4ca7737&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#nzrqyz7o2otx) Step 2 of 5: Find your Authorization Key/Token in App Account 1. To get the API Token, log-in, or create the Open AI account, and on the main dashboard. 1. Click on the "API Platform" on the left hand side, followed by the "API login" ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCEod1v4U2MShDxlyFvAU%252Fimage.png%3Falt%3Dmedia%26token%3D94439918-e4c4-4605-a874-749eb5f6f971&width=768&dpr=3&quality=100&sign=fa1a997f&sv=2) Click on "API Platform" ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FbFjT5tFyEjEr1IZaTQ04%252Fimage.png%3Falt%3Dmedia%26token%3D4e0e3eb7-5e64-44cc-9daf-4a15b21bbe6b&width=768&dpr=3&quality=100&sign=212948c4&sv=2) Click on "API Log In" 1. You will be directed to the "platform.openai.com/docs/overview" page, where search for "API Keys" in the search bar and select the option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIDyALcVFfaFAqbg8oF1y%252Fimage.png%3Falt%3Dmedia%26token%3Db6a8db00-5e14-4bef-9b11-6e42aa1263ca&width=768&dpr=3&quality=100&sign=76ad65b0&sv=2) 1. The page that opens will contain options to create new API keys. Click on the "**Create new secret key**" button in the center. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFk1iAJhUp8XA7JmkxDEM%252Fimage.png%3Falt%3Dmedia%26token%3D72befef7-3bec-403c-9397-c6a2535d2f57&width=768&dpr=3&quality=100&sign=b57a0cfb&sv=2) 1. Enter the required details on the opened form. Choose the service account. The details include: 1. Service Key Name(Optional): The name of the API key. 2. The Project for which the key will be used. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRrXqIqVRlBSdf7cQg0Lv%252Fimage.png%3Falt%3Dmedia%26token%3D1ac5c920-a60f-4c4f-b53e-a67bbb85b002&width=768&dpr=3&quality=100&sign=9d5b6092&sv=2) circle-info To add the names of projects, go to "Project->General" on the left hand side, right above the API Keys tab, and enter the name of the new project. 1. After entering the relevant details and clicking "Create secret key", the secret key will be created. **Save the key in a secure method**, as you won't be able to view it again. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FezeZzHK5gLn2OjewwICV%252Fimage.png%3Falt%3Dmedia%26token%3D245892fe-e061-4c64-a9ee-cc6418d288e6&width=768&dpr=3&quality=100&sign=626e7eed&sv=2) 1. Click on "**Done**", and the following will be displayed: ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJRYmZKoctpC7uolKmJrl%252Fimage.png%3Falt%3Dmedia%26token%3D00e6929f-57a3-48b8-bbf9-84e71a3e9c64&width=768&dpr=3&quality=100&sign=d03edf19&sv=2) triangle-exclamation Remember to add credits to the API token, as without the token, the API key will remain inactive and will give error if used. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#id-2xyz17m6s45r) Step 3 of 5: Adding Credits to ChatGPT: 1. To add credits to your ChatGPT token, open the left hand sidebar. You will see a billings tab. Proceed to click on the "Billing" Tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMa9GxRDzR4O55R5uRBsj%252Fimage.png%3Falt%3Dmedia%26token%3D6ac9aba3-9537-4aad-9776-313a57b4ee15&width=768&dpr=3&quality=100&sign=29e90f0d&sv=2) 1. Click on "Add Payment details" and input of details. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FqXAKMi7k25KlOxHwKnj9%252Fimage.png%3Falt%3Dmedia%26token%3D0022738b-aa62-4b96-966a-42a187150a77&width=768&dpr=3&quality=100&sign=2a95312&sv=2) circle-exclamation The OpenAI platform only accepts credit cards as viable payment options. 1. Once all the details have been added, click on continue to save the details. Now, all your keys will have credits, and will be viable keys. #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#id-2xyz17m6s45r-1) Step 4 of 5: Enter the API key in BotPenguin to Connect with ChatGPT 1. Enter the secret key, and press **Authenticate,** to complete the integration of BotPenguin with ChatGPT. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FDTa9DOGbaskNfd5ld6Fw%252Fimage.png%3Falt%3Dmedia%26token%3Dde8d9297-fcaa-49fd-9645-e341655cc9f6&width=768&dpr=3&quality=100&sign=15fb8b93&sv=2) 1. Also select which model of ChatGPT you want to have integrated with the bot. The o options for the same are: 1. GPT 3.5 2. GPT 4 3. GPT 4 Turbo 4. GPT 4o 5. Assistants Beta\* 2. Lastly, choose the from where you want the bot to gain its training/information from: 1. General: Work just like a general ChatGPT 2. Knowledge Base: Work only with the knowledge it was trained for. 3. Knowledge Base With General GPT: Work with a combination of both. 3. Click on connect. If configured properly, ChatGPT should properly connect to the bot. 4. Also, your ChatGPT integration will reflect the message **Installed** in the Integration List. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FyaTltDQI4rsyBKWA4eH3%252FScreenshot%2520%28111%29.png%3Falt%3Dmedia%26token%3Db4fb6c5f-8001-4e40-b02a-34b4e76aef49&width=768&dpr=3&quality=100&sign=479bf6aa&sv=2) #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#x3dzdlz6r1mf) Step 5 of 5: Test your Integration Setup with Data Once you have established a connection between **BotPenguin** and **ChatGPT**, you are ready for your first NLP-enabled customer interaction. You can test your integration setup by creating a dummy lead on the bot. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#kv3gzu3jags5) FAQ's chevron-rightWhy am I getting blank or incomplete responses from ChatGPT?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#why-am-i-getting-blank-or-incomplete-responses-from-chatgpt) This typically happens when incorrect API credentials are entered or when the OpenAI project lacks credits. Verify the API token and key, confirm the integration URL is correct, and ensure your OpenAI project has active billing and available credits. chevron-rightWhy is my ChatGPT integration showing an error even after entering the API key?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#why-is-my-chatgpt-integration-showing-an-error-even-after-entering-the-api-key) Errors commonly occur when the API key is associated with an inactive project or the key lacks required permissions. Confirm the project is active, payment details are added, and the generated secret key was copied and pasted in full without extra whitespace. chevron-rightDo I need a paid plan to integrate ChatGPT with BotPenguin?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#do-i-need-a-paid-plan-to-integrate-chatgpt-with-botpenguin) Yes. BotPenguin requires an active paid subscription for ChatGPT integration, and the OpenAI account used for the API key must also have a paid plan with billing enabled. chevron-rightWhy is my bot giving irrelevant or low-quality replies?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#why-is-my-bot-giving-irrelevant-or-low-quality-replies) Low-quality responses typically indicate inadequate or poorly structured training data. Review the bot’s Knowledge Base content, refine prompts and context in your chatflow, and select the appropriate model mode (General, Knowledge Base, or Hybrid). chevron-rightWhy is ChatGPT not appearing inside the chatflow after integration?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#why-is-chatgpt-not-appearing-inside-the-chatflow-after-integration) The ChatGPT component becomes available only after successful authentication. Revisit the Integration page, confirm the status shows Installed, and validate that the API key was authenticated successfully. chevron-rightWhat should I do if my API key is lost?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#what-should-i-do-if-my-api-key-is-lost) OpenAI does not allow re-displaying secret keys for security reasons. Generate a new secret key in the OpenAI dashboard and update the key within the BotPenguin configuration. chevron-rightWhich ChatGPT models can I use inside BotPenguin?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#which-chatgpt-models-can-i-use-inside-botpenguin) BotPenguin supports models based on your OpenAI subscription and permissions, including GPT-3.5, GPT-4, GPT-4 Turbo, GPT-4o, GPT-5, and Assistants Beta where applicable. chevron-rightWhy is my API key not being accepted on BotPenguin?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#why-is-my-api-key-not-being-accepted-on-botpenguin) Confirm that the key belongs to the correct OpenAI project, has not been revoked or expired, and was copied exactly (no missing characters or additional whitespace). Also verify there are no organization-level restrictions on the key. chevron-rightCan I use ChatGPT only with a Knowledge Base?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#can-i-use-chatgpt-only-with-a-knowledge-base) Yes. You can configure ChatGPT to operate in one of three modes: * **General** — standard ChatGPT behavior. * **Knowledge Base** — responses restricted to your uploaded data. * **Knowledge Base + General** — hybrid mode combining your data with general model capabilities. chevron-rightWhat should I do if none of the troubleshooting steps help?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#what-should-i-do-if-none-of-the-troubleshooting-steps-help) If you have tried all the troubleshooting steps and are still experiencing issues, please contact BotPenguin support for further assistance. Provide detailed information about the problem and any error messages you have encountered to help us resolve your issue more efficiently. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#kv3gzu3jags5-1) Still Not Working, Let’s Troubleshoot! If you are getting blank responses or undesired responses : * **Wrong Authorization Details**\- You will be required to check and see if all the authorization credentials, such as API Token, API key, and/or URL, have been entered correctly. * **Free plan**\- You are not subscribed to the paid plan on BotPenguin or ChatGPT, as integration works only in the paid plan. * Training Data- The training data you provided was ineffective or inept. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#cfbcbabfbfa0bdbb8fada0bbbfaaa1a8baa6a1e1aca0a2) . We will respond back within 48 business hours. [Previous3rd party Integrationschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations) [NextBotPenguin Integrationschevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations) Last updated 15 days ago Was this helpful? * [FAQ's](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#kv3gzu3jags5) * [Still Not Working, Let’s Troubleshoot!](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt#kv3gzu3jags5-1) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # AI Chat Summary | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#ai-what-is-chat-summary) AI What is Chat Summary? AI Chat Summary allows you to automatically generate short AI-powered summaries of conversations between users and your bots, AI agents or live agents. These summaries highlight the user’s intent, key questions, and final outcomes, helping teams quickly understand conversations without reading the full chat. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#benefits-of-configuring-ai-chat-summary) Benefits of Configuring AI Chat Summary * ⚡ Saves time by eliminating the need to read full conversations. * 🧠 Helps agents quickly understand user intent and context. * 📊 Improves reporting and follow-up efficiency. * 💬 Ensures consistent conversation summaries across the team. * 💰 Optimizes AI credit usage with interaction-based restrictions. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#how-to-use-configure-chat-summary) How to Use Configure Chat Summary 1. Go to the **“Bots”** section from the left sidebar. 2. Select the bot for which you want to enable chat summary. 3. Navigate to **“AI Settings”**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. Open **“Configure Chat Summary”**. 2. Turn on the **“AI Chat Summary”** toggle. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FAYtHlV9p7Cd1kTaa9vzb%252Fimage.png%3Falt%3Dmedia%26token%3D6e58ac25-bae1-4fd7-9a11-87b8f45c1404&width=768&dpr=3&quality=100&sign=bdb88bf5&sv=2) circle-info Each summary generation uses **one AI message credit** from the configured LLM key. If no key is added, it will use the free credits provided by our platform to every user. Once enabled, the remaining configuration options will become available. 1. Select your preferred language from **“Preferred Summary Language.”** For example, if **English** is selected, the summary will be generated in English. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2Y4Xt3zR7k6LVEOiPXqV%252Fimage.png%3Falt%3Dmedia%26token%3D10d493b1-d8da-4935-b078-c8cfee2339dc&width=768&dpr=3&quality=100&sign=47d6b439&sv=2) 1. Enable the toggle if you would like to **“Generate only if user interacted”** . **ON:** The system will generate a chat summary only if the user has sent at least one message in the conversation. **OFF:** The system will generate a chat summary for all chats, even if the user did not send any message. 1. Enable **“Restrict based on number of messages”** and enter the minimum interaction count. 2. Add your custom instructions in the **“Custom Prompt”** field to define how summaries should be generated. circle-check To learn best practices, go to this link : [Setting Up Your AI Agent: Guidelines and Best Practices](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/setting-up-your-ai-agent/setting-up-your-ai-agent-guidelines-and-best-practices) 1. Click **“Save”** to apply the settings. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FjlqsfMqwZW4Eq8fFHNGE%252Fimage.png%3Falt%3Dmedia%26token%3Dc8191d3f-7168-4f65-b2f0-a84b73cfcaa8&width=768&dpr=3&quality=100&sign=dcfd8917&sv=2) 1. After saving the changes, the **AI Summary component** will appear in the **Inbox** section. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVXwEdqsBXGofZn9apRUV%252Fimage.png%3Falt%3Dmedia%26token%3Daceb8915-bf3b-4a97-a215-7e15d1d61536&width=768&dpr=3&quality=100&sign=e237589a&sv=2) 1. Clicking the **AI Summary icon** opens a popup with options to: 1. Generate the AI summary 2. Go to the chat 2. Clicking **“Generate”** will create a summary for that specific conversation. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FaSMYhC19xu4hzPtUMaiC%252Fimage.png%3Falt%3Dmedia%26token%3D0c193f38-bea1-49ec-9de0-6ee019684290&width=768&dpr=3&quality=100&sign=a08d3537&sv=2) 1. The AI summary will be generated once the chat is completed. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0OhirRCW44lviXHZoZ5B%252Fimage.png%3Falt%3Dmedia%26token%3Daa4bed84-eb13-442c-912b-9090bd72518a&width=768&dpr=3&quality=100&sign=1e4be4d8&sv=2) 1. You can also generate the summary from the chat itself by clicking on the **"Generate"** button. circle-info **The AI Summary icon will only be visible if:** * The **AI Assistance** toggle is enabled in the user’s plan, **and** * **AI Chat Summary** is enabled for the specific bot or agent. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtYVx9Ux8y9zWqwSxesfy%252Fimage.png%3Falt%3Dmedia%26token%3De875c74d-8b71-4321-a52f-2869dc26f92a&width=768&dpr=3&quality=100&sign=4215550d&sv=2) * * * 🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#faqs) FAQs chevron-right**Does generating a chat summary consume credits?**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#does-generating-a-chat-summary-consume-credits) Yes. Each time a summary is generated, one AI credit is consumed from your available AI messages or API key credits. chevron-right**When is the AI summary generated automatically?**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#when-is-the-ai-summary-generated-automatically) The summary is generated automatically once the chat is completed, based on the configuration you have set, such as interaction limits or user participation. chevron-right**Can I control when summaries are generated?**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#can-i-control-when-summaries-are-generated) Yes. You can enable options like “Generate only if user interacted” or set a minimum number of messages using the “Restrict based on number of messages” setting. chevron-right**Where can I view the AI chat summary?**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#where-can-i-view-the-ai-chat-summary) You can view the summary in the Inbox by clicking the AI Summary icon. It opens a popup where you can generate or review the summary for that conversation. chevron-right**If I enable the Chat Summary for one specific bot, will it be automatically enabled for the other bots as well?**[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#if-i-enable-the-chat-summary-for-one-specific-bot-will-it-be-automatically-enabled-for-the-other-bot) No, the Chat Summary feature is bot-specific and must be enabled separately for each bot. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. [PreviousChatbot Personachevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/chatbot-persona) [NextHow to get the GPT Assistant key and connect it with the botchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot) Last updated 15 days ago Was this helpful? * [AI What is Chat Summary?](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#ai-what-is-chat-summary) * [Benefits of Configuring AI Chat Summary](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#benefits-of-configuring-ai-chat-summary) * [How to Use Configure Chat Summary](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#how-to-use-configure-chat-summary) * [FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#faqs) * [Need Help?](https://help.botpenguin.com/bots/website-mobile-app-bot/ai-settings/ai-chat-summary#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Integrate BotPenguin with WooCommerce | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#what-is-woocommerce-integration) What is WooCommerce Integration? WooCommerce Integration allows your BotPenguin WhatsApp bot to seamlessly connect with your WooCommerce store. By enabling this integration, you can send automated WhatsApp notifications for order updates, abandoned carts, returns, and more — ensuring customers stay informed at every stage of their shopping journey. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#benefits-of-woocommerce-integration) Benefits of WooCommerce Integration * 🎯 Automates customer updates for orders, returns, and carts. * 🟢 Improves customer engagement and boosts conversions. * 🎯 Helps recover lost sales through abandoned cart reminders. * 🟢 Reduces manual effort in sending follow-up messages. * 🎯 Ensures a smooth post-purchase experience with instant updates. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#prerequisites) Prerequisites: The following prerequisites need to be met when you are integrating WooCommerce with WhatsApp bot. * Having a WhatsApp Chatbot * Having a WooCommerce Web Store * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#step-1-of-4-login-to-your-botpenguin-account-and-select-application-to-integrate) Step 1 of 4: Login to your BotPenguin Account and Select Application to Integrate: 1. Login to your BotPenguin account. Now, select and click the WhatsApp chatbot you want to integrate with WooCommerce. Click on the “**Third-party Apps Integration”.** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FpYZpPGkWBIROAACitbEC%252Fimage.png%3Falt%3Dmedia%26token%3D6ec87db2-f0e5-4a42-9ecc-8e2ff35232b7&width=768&dpr=3&quality=100&sign=5ee489b1&sv=2) 1. Go to WooCommerce integration either by: 1. Searching for WooCommerce on the search bar available, or 2. Scrolling down to WooCommerce. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fvgm2Ccebif1wOGlWwkiv%252Fimage.png%3Falt%3Dmedia%26token%3Df9049b89-ca46-496a-a753-12906735b542&width=768&dpr=3&quality=100&sign=1c19418f&sv=2) 1. As shown below, a page requiring for the input of your WooCommerce Shop URL, and the WooCommerce API Plugin Key. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2jDLis6DPfs20MgWG4i8%252Fimage.png%3Falt%3Dmedia%26token%3D01cd3135-c514-4f23-a133-487f96f1f6c5&width=768&dpr=3&quality=100&sign=3500beeb&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#step-2-of-4-add-woocommerce-shop-url-and-whatsapp-api-key) Step 2 of 4: Add WooCommerce Shop URL and WhatsApp API Key **WooCommerce Shop URL:** * Go to your WooCommerce store. * Copy the **base URL** of your shop. * Paste it into the **WooCommerce Shop URL** box in BotPenguin. **WhatsApp API Key:** * Go to your selected **WhatsApp bot settings** inside BotPenguin. * Click on the **API Key** tab. * Copy the **API key** shown there. * Paste it into the **API Key** field in the WooCommerce integration page. Once both fields are filled, click **“Save”** to establish the connection. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#id-2xyz17m6s45r) Step 3 of 4: Edit the integration configurations in BotPenguin ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FccvxLv4DvigvS0HotDhO%252Fimage.png%3Falt%3Dmedia%26token%3D0289aa4e-ae79-4b8f-807d-8802fab0213c&width=768&dpr=3&quality=100&sign=c7c3d230&sv=2) A variety of actions are available for automation of messages after going to the “**Automated Messages**” tab, such as: * * * 1. **Abandoned Recovery Message** Customers often leave items in their carts without completing a purchase. This feature allows you to send **automated follow-up messages** to encourage them to return and complete their orders. This is done through the manual toggling of the button, following which user is prompted select a template of the message that needs to be sent. If some variables are included in the template, the input of those values are also necessary, along with fallback values, and additional header media(additional image, video, or document that can be attached to the message for better engagement.) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8oLJTKNAXW4KRNwzYKCY%252Fimage.png%3Falt%3Dmedia%26token%3Dbb019091-fffb-4ceb-91d5-f1f80c3a3bfe&width=768&dpr=3&quality=100&sign=129ec589&sv=2) 1. **Order Completed** Once a customer successfully places an order, this feature sends an **order confirmation message** instantly. It reassures the customer that their purchase has been processed. This is done through the manual toggling of the button, following which user is prompted select a template of the message that needs to be sent. If some variables are included in the template, the input of those values are also necessary, along with fallback values, and additional header media(additional image, video, or document) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FqRP3W4opbtIPjC4d5eHi%252Fimage.png%3Falt%3Dmedia%26token%3D5b3aa46d-d6ee-4139-94f7-e230dda47240&width=768&dpr=3&quality=100&sign=3fd38c96&sv=2) 1. **Order Fulfillment** When an order is shipped, BotPenguin can automatically notify customers with a **shipment confirmation message**. This is done through the manual toggling of the button, following which user is prompted select a template of the message that needs to be sent. If some variables are included in the template, the input of those values are also necessary, along with fallback values, and additional header media(additional image, video, or document) * * * 1. **Return/Exchange Request** Managing return or exchange requests manually can be time-consuming. This feature sends an **automated acknowledgment message** when a customer requests a refund or exchange. This is done through the manual toggling of the button, following which user is prompted select a template of the message that needs to be sent. If some variables are included in the template, the input of those values are also necessary, along with fallback values, and additional header media. * * * **5\. Cart Template Message** For customers who place orders directly from a product catalog, this feature sends an instant confirmation message. It helps in verifying bulk orders and catalog-based purchases, ensuring that the customer receives a summary of their selected products before checkout. For the correct implementation of this feature, the given code snippet must be pasted in your website's footer or header before the closing tag. Additionally, the content of the message can be selected through template‘s in the “**Select Template**” section. If some variables are included in the template, the input of those values are also necessary, along with fallback values, and additional header media. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJXtCKPG9LEzUxYNr5VMu%252Fimage.png%3Falt%3Dmedia%26token%3D47498df9-917c-4d5f-86f7-7a55fcfd61c1&width=768&dpr=3&quality=100&sign=a4b159fd&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#step-4-of-4-test-your-integration-setup-with-data) Step 4 of 4: Test your Integration Setup with Data: Once you have established a connection between **BotPenguin** and **the WooCommerce website, you are ready** for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your BotPenguin dashboard as well as in the WhatsApp chatbot sent messages. * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#faqs) FAQs chevron-rightDo I need coding knowledge to integrate WooCommerce with BotPenguin?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#do-i-need-coding-knowledge-to-integrate-woocommerce-with-botpenguin) No, the integration is completely no-code. You only need to copy and paste your WooCommerce API keys into BotPenguin. chevron-rightWhere can I find my WooCommerce Consumer Key and Secret?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#where-can-i-find-my-woocommerce-consumer-key-and-secret) You can generate them by navigating to \*\*WooCommerce → Settings → Advanced → REST API\*\* in your WordPress admin dashboard. chevron-rightCan the chatbot share real-time order updates?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#can-the-chatbot-share-real-time-order-updates) Yes, once connected, your chatbot can fetch order details and update customers in real time. chevron-rightIs the WooCommerce integration secure?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#is-the-woocommerce-integration-secure) Yes, the integration uses secure API authentication with Consumer Key and Secret. BotPenguin does not store sensitive customer data. chevron-rightCan I connect multiple WooCommerce stores?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#can-i-connect-multiple-woocommerce-stores) Currently, you can integrate one WooCommerce store per BotPenguin account. For multiple stores, use separate BotPenguin accounts. chevron-rightWhat happens if my API keys expire?[hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#what-happens-if-my-api-keys-expire) You’ll need to regenerate new keys in your WooCommerce dashboard and update them in BotPenguin’s integration settings. * * * #### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#still-not-working-lets-troubleshoot) **Still Not Working, Let’s Troubleshoot!** If you are not getting dummy lead, it may be due to the multiple reasons: * Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly. * Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only in paid plan. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#f5868085859a8781b5979a8185909b92809c9bdb969a98) . We will respond back within 48 business hours. [PreviousIntegrate BotPenguin with Microsoft Teamschevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-microsoft-teams) [NextIntegrate BotPenguin with Firmao CRMchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-firmao-crm) Last updated 2 months ago Was this helpful? * [What is WooCommerce Integration?](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#what-is-woocommerce-integration) * [Benefits of WooCommerce Integration](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#benefits-of-woocommerce-integration) * [Prerequisites:](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#prerequisites) * [Step 1 of 4: Login to your BotPenguin Account and Select Application to Integrate:](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#step-1-of-4-login-to-your-botpenguin-account-and-select-application-to-integrate) * [Step 3 of 4: Edit the integration configurations in BotPenguin](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#id-2xyz17m6s45r) * [Step 4 of 4: Test your Integration Setup with Data:](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#step-4-of-4-test-your-integration-setup-with-data) * [FAQs](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-woocommerce#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Integrate BotPenguin with Close CRM | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#x8blz4n9yuhv) Step 1 of 5: Login to BotPenguin Account and Select Application to Integrate a. Login to your BotPenguin account. Now, select and click the Bot you want to integrate with Close CRM. Click on the **‘Integrate tab.’** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FBO4ZVfzFVkKJF6wD4zww%252F0%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=948f3c82&sv=2) b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab. c. A list of all native integrations for BotPenguin will be available in this window. d. Now find Close CRM by:- * Either by scrolling down the list or, * by typing **‘Close’** in the Search Box with the placeholder “Search Integration By Name” e. Now Click On The **‘Connect’** Button As Shown ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLKuMQZg3M7awtjzl94C1%252F1%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b2dd5a8a&sv=2) f. An Interface, as shown below, will open up. Here, you will be asked to enter APi Token that you will get by logging into your Close account. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FTE4ehCa9vvdZjiAwtxcw%252F2%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a5aeb17a&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#cqibpdrqwf7c) Step 2 of 5: Find your Authorization Key/Token in App Account a. To get the API key, login to your Close CRM account. On the left side of the dashboard, scroll down and go to Settings>API Keys. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F22m7TkpQDiX8LyYq396A%252F3%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=adb43de&sv=2) b. Note your APi Key if listed else you may click **‘New API Key’** to create one. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FX9RLYXFu9OxsXSvbdrCB%252F4%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=40b3419c&sv=2) c. Enter the API Key Name/Label and click **‘Create API Key’.** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnrtxqSzXV6r7wVVbwaP5%252F5%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d679b1a&sv=2) d. Your new API Key will be generated and listed on the dashboard under API Keys name. Copy the API Key ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtqHkEX4vCxGlxD9N4Vwo%252F6%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=45437742&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FvvjRN5BkD25BwMQ2CCKN%252F7%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9f7f21d8&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#wsidcausdjp2) Step 3 of 5: Enter Authorization Details and establish connection with your App a. Enter Close CRM APi key, and click the ‘Connect’ Button to complete integration of BotPenguin. b. If you have entered all the details correctly, you will see a notification that says, “**Integrated Successfully.”** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fb3DauoRJruFEGGhhrG5Q%252F8%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c7155327&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#id-66fx78md5116) Step 4 of 5: Set up Mapping Parameters a. Now, as connection of the BotPenguin and Close CRM is established, you need to map **parameters (fields) of Close CRM** to the user response of the BotPenguin question. You can use the **+Add Parameters** button to add more fields. For example, you select a question from All bot questions/components: Please provide your name? Then, you map it with the parameter -Name. As a result, this mapping will enable integration to send the user's response from BotPenguin to the Close CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Close CRM fields. circle-info The queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first. b. Select the **‘Lead ID’** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FWqUWnPNgrqbfmiyux6Lg%252Fimage.png%3Falt%3Dmedia%26token%3D1362d037-bfe7-423a-b38a-84b3885815e4&width=768&dpr=3&quality=100&sign=834d69f2&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F6Tz5eQoMjiqyI8VPZCcA%252F10%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7c73b933&sv=2) c. If you have entered all the details correctly, you will see a notification that says, “**Mapping successfully.”** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FD3eFAGqmwWSi3fTXQT9g%252Fimage.png%3Falt%3Dmedia%26token%3D4a09cbca-636a-4e2b-b7d0-a14ab8f174f0&width=768&dpr=3&quality=100&sign=d6e01f42&sv=2) d. Also, your Close integration will show the message **Installed** in the Integration List. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FkOZXkvOT28tLpB3q3UK2%252Fimage.png%3Falt%3Dmedia%26token%3D5e69070f-e1bf-49a4-8945-3ac7e7174734&width=768&dpr=3&quality=100&sign=97eebe8d&sv=2) ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#id-40sv8rw33b09) Step 5 of 5: Test your Integration Set up with Data Once you have established a connection between **BotPenguin** and **Close CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your BotPenguin dashboard as well as in the Close CRM that you have integrated. ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#rafo1o36o0k) Still Not Working, Let’s Troubleshoot! If you are not getting dummy lead from your Bot to Close CRM, it may be due to the multiple reasons: * Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly. * Wrong Mapping Set up - Your mapping with BotPenguin Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter. * Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only in paid plan. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#aad9dfdadac5d8deeac8c5dedacfc4cddfc3c484c9c5c7) . We will respond back within 48 business hours. [PreviousIntegrate BotPenguin with Elevio CRMchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-elevio-crm) [NextIntegrate BotPenguin with CalendarHero CRMchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-calendarhero-crm) Last updated 2 months ago Was this helpful? * [Step 1 of 5: Login to BotPenguin Account and Select Application to Integrate](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#x8blz4n9yuhv) * [Step 2 of 5: Find your Authorization Key/Token in App Account](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#cqibpdrqwf7c) * [Step 3 of 5: Enter Authorization Details and establish connection with your App](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#wsidcausdjp2) * [Step 4 of 5: Set up Mapping Parameters](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#id-66fx78md5116) * [Step 5 of 5: Test your Integration Set up with Data](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#id-40sv8rw33b09) * [Still Not Working, Let’s Troubleshoot!](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-close-crm#rafo1o36o0k) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Prerequisites for WhatsApp Bots | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close In order to create the WhatsApp bot using the WhatsApp cloud API, the following things are required. [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-bot-creation-with-manual-onboarding/prerequisites-for-whatsapp-bots#prerequisites) Prerequisites -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Before you start creating the WhatsApp bot, Make sure that you have * A phone number that is * Active & capable of receiving SMS. * Not registered on WhatsApp or WA Business App. * Registered legal business * An active website with a valid privacy policy * Business use case compliant with [WhatsApparrow-up-right](https://www.whatsapp.com/legal/commerce-policy) and [Meta commerce policyarrow-up-right](https://www.facebook.com/policies_center/commerce/) . * A valid payment method (Debit or Credit card) capable of making international payments to Meta for conversation charges. * GSTIN Number, Only if the business is registered in India. If you have all of the above checked, You are good to start with WhatsApp Cloud API Bot. circle-exclamation Please note that a single mobile number can only be utilized on one of the WhatsApp services at a given time, namely WhatsApp, WA Business, or WhatsApp Business API. If you wish to use your existing number, you are required to remove your account from one service before using it on another. [PreviousWhatsApp Bot Creation with Manual Onboardingchevron-left](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-bot-creation-with-manual-onboarding) [NextCreate a Meta Appchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-bot-creation-with-manual-onboarding/create-a-meta-app) Last updated 2 months ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # General Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **General** section allows you to configure core interaction settings for your Whatsapp chatbot. Access the general settings: 1. Go to your selected whatsapp bot. 2. Click on Settings. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPsvhlmMl79MJyabS2NDW%252Fimage.png%3Falt%3Dmedia%26token%3D8b48c432-02aa-4802-9f5c-09f9269e0654&width=768&dpr=3&quality=100&sign=7ca86570&sv=2) Below are the fields and their functionalities: 1. **Session Timeout** Define the time limit after which the chat session will automatically end if the user does not respond to the bot's messages. 1. **Restart Chat Keywords** Specify keywords to restart the chat. For example, entering "restart" will trigger a new chat session. Multiple keywords can be added. 2. **Live Chat Expiry** Set a time limit for live chat requests. If no agent accepts the request within this time, the live chat request will expire. 3. **Live Chat Request Keywords** Add keywords to initiate a live chat request. For instance, typing "live agent" will request live agent support. 4. **Unavailability Message** Customize the message shown when live chat support is unavailable. Example: "Live chat is currently unavailable. Sorry for the inconvenience." 1. **Completion Message** Provide a message that appears when a chat session concludes. This can include instructions for restarting or requesting live chat again. 2. **User Inactivity Message** Configure a message to prompt the user when there is no activity. Example: "It seems you haven't responded. Please reply to continue." [PreviousWhatApp Chatbot Settingschevron-left](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings) [NextTriggers Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings) Last updated 16 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # AI Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings#botpenguin-ai) BotPenguin AI BotPenguin utilizes a combination of ChatGPT, proprietary technology, and specialized training to create custom AI models tailored to your business's unique knowledge and customer service needs. You can feed data to your custom AI model through various sources, including website URLs, content files, and FAQs. This enables BotPenguin to develop AI solutions that deliver exceptional service and support to your customers by leveraging both publicly available information and your business-specific data. ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings#setup-chatgpt-and-ai-settings) Setup ChatGPT and AI Settings To integrate ChatGPT into your BotPenguin chatbot and customize its behavior, follow these steps: **Step 1: Create Your Bots** * Begin by creating your chatbots. Once you've completed this step, proceed to the next. **Step 2: Chatbot Settings** * Navigate to the "AI settings" . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) **Step 3: Configure Bot's Personality** * Access "AI Settings" based on the type of chatbot you're setting up: * Go to Configure Bot's personality * Toggle off "Let AI Manage bot's personality as needed option" to create your own AI persona ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYVlnuOGyL6qd6Y2532ue%252Fimage.png%3Falt%3Dmedia%26token%3D8b7554be-3015-4843-92e5-478712e5bda4&width=768&dpr=3&quality=100&sign=78ea38e0&sv=2) * Click on settings icon to change the existing persona or click on **"use persona"** to use the existing one . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmmMqxalxGsYmDqyc88oU%252Fimage.png%3Falt%3Dmedia%26token%3D628b71d5-e5eb-4448-9eb2-72ccae878422&width=768&dpr=3&quality=100&sign=32c3dc32&sv=2) * Click on Create persona button to create a new persona ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F0B1YAMnq64N6qgvVff7z%252Fimage.png%3Falt%3Dmedia%26token%3D3ea820ef-33bf-454d-8c3a-d98aa6d5a37c&width=768&dpr=4&quality=100&sign=da9b7828&sv=2) * In these settings, you can define the persona details to: * **Configure Bot's Personality** * **Answer Length** * **Answer Perspective (1st person, 3rd person, etc.)** * **Tone** * **Language** * **Answer Formatting** * **Included Sources for Response** * **Custom Prompt Instructions** * **Manage Unusual Chat Scenarios** * **Message for When Bot Can't Answer** * **Message for Responding to Inappropriate Language Usage** Persona Details ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FHgX8z0KhVWUM9IM9oZVg%252Fimage.png%3Falt%3Dmedia%26token%3D4211c2cc-a205-4dd8-b22f-5a9d12c6583c&width=768&dpr=3&quality=100&sign=9c510746&sv=2) * In Persona Details enter the persona title, persona description and upload a cover photo for your bot's persona. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOBUmVEwsm8SBzstZMept%252Fimage.png%3Falt%3Dmedia%26token%3Df2d78f22-6bdb-41e4-a63d-3a8766772a2d&width=768&dpr=3&quality=100&sign=4286c154&sv=2) * In Communication Style, enter answer length, answer as (1st person , 2nd person etc), tone of bot, language used and answer formating. You can also toggle ON/OFF sources and personalize replies with chat history. * If "include sources for response" is ON it will share the source name of the knowledge base. **Chat Scenerios** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F64lR3IiXmfOGhLXaLUN2%252Fimage.png%3Falt%3Dmedia%26token%3D70d784a0-98bb-4092-8808-2ad6b1563adc&width=768&dpr=3&quality=100&sign=7246a797&sv=2) * You can add a chat scenerio by clicking on "Add Action". * In Chat Scenarios, select or add an action which gets triggered based on the user's response. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FgvPr2ccHHX2l3OgqMOqV%252Fimage.png%3Falt%3Dmedia%26token%3D1c919357-761b-4d53-985a-cac945d717ba&width=768&dpr=3&quality=100&sign=65dd37b8&sv=2) * Here you can add a keyword according to which LLM model will identify the chat intent and will give message or flow set by you. * You can add the chat Intent and message. **Custom Instructions:** * In Custom Instructions, add a custom prompt which best defines your bot persona and based on that it will act. Example: "Act as a salesman and use formal tone and be polite and friendly" * And finally click on "Update" to save the changes. * You can click on "Use Persona" to use it in you chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdmhfrxKWLhxnOPj6Nlgq%252Fimage.png%3Falt%3Dmedia%26token%3D1aca1a95-3e0d-4323-8205-60d4b3cf71b9&width=768&dpr=3&quality=100&sign=cb9f289e&sv=2) **Persona in Use** ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FeFcSnMU78LLXa8mbU3Cs%252Fimage.png%3Falt%3Dmedia%26token%3D5171d242-b623-44d0-b8cf-81e8bce2eb91&width=768&dpr=4&quality=100&sign=ea672433&sv=2) * Finally the AI model in your chatflow will work based on the persona set by you. Note : You can decide how many queries/answers to be handled via AI. After that you can continue your chat flow. Available in Customize Bot Message. ![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FHToxSrHGwf1yRpb5H1Jx%252Fimage.png%3Falt%3Dmedia%26token%3D94419ec1-a898-4ab2-9213-679020d0f0db&width=768&dpr=4&quality=100&sign=f5e214a0&sv=2) **Step 4: Configure ChatGPT Component** * Integrate ChatGPT model with your bot for better outputs. * You can invoke the ChatGPT component at multiple points in the chatflow as needed. * Select a GPT model you want to use after integrating with ChatGPT. circle-info Initially it will be set on GPT-3.5 Turbo And you're done! Whenever the ChatGPT component is invoked, your custom-trained model will provide responses based on the settings and training you've configured, enhancing your chatbot's conversational abilities. [PreviousHow to Upload a Profile Photo on WhatsApp (Meta Business Suite)chevron-left](https://help.botpenguin.com/bots/whatsapp-bot/whatsapp-automation/how-to-upload-a-profile-photo-on-whatsapp-meta-business-suite) [NextBasic Configurationchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/basic-configuration) Last updated 17 days ago Was this helpful? * [BotPenguin AI](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings#botpenguin-ai) * [Setup ChatGPT and AI Settings](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings#setup-chatgpt-and-ai-settings) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Triggers Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#what-are-whatsapp-triggers) What are WhatsApp Triggers: WhatsApp Triggers on BotPenguin are predefined words or phrases that initiate specific actions within a bot conversation. They serve as powerful entry points for restarting conversations, initiating live chats, managing subscriptions and unsubscriptions, and launching specific bot flows. These triggers are also used to define **Ice Breakers** (starter messages users can tap) and **Command Prompts** (typed phrases that trigger specific workflows or bot behaviors). By simply messaging the bot with a trigger word, users can seamlessly navigate to desired actions, making the chatbot more interactive, intuitive, and automation-friendly. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-a-how-to-use-whatsapp-triggers) Section A: How to use WhatsApp Triggers: 1. Sign into you BotPenguin account and select the WhatsApp chatbot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FlABxSCtOoOKjan6zBDZ9%252Fimage.png%3Falt%3Dmedia%26token%3Dded63c11-09e0-419e-a930-fecad40acf9c&width=768&dpr=3&quality=100&sign=ca6e7049&sv=2) 1. Click on "Settings", and go over to the "Triggers" tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVZjg43tBWkmodwadF4Ww%252Fimage.png%3Falt%3Dmedia%26token%3D3d70bf60-af0b-4631-b15b-e76bf2c1c564&width=768&dpr=3&quality=100&sign=325a20e9&sv=2) 1. You will be presented with 4 cards, each designed for different purposes: 1. Bot Triggers 2. Chat Flow Triggers 3. Chatbot Ice Breaker 4. Chatbot Commands * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-b-using-bot-triggers) Section B: Using Bot Triggers: You can define the specific words or phrases that act as commands to control key chat actions. These include: * **Restart Chatflow Triggers**: Set keywords (e.g., “restart”, “begin again”) that reset the conversation and take the user back to the bot’s starting point. * **Live Chat Triggers**: Assign words (e.g., “agent”, “help”) that instantly connect the user to a human agent for real-time support. * **Subscribe/Unsubscribe Triggers**: Configure terms (e.g., “start”, “stop”) to automate user opt-ins and opt-outs from marketing flows or broadcasts. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRZwaI1SC9qJSOTiUl6pe%252Fimage.png%3Falt%3Dmedia%26token%3D859f51f2-03f2-4cf0-81e5-0db1b9b66731&width=768&dpr=3&quality=100&sign=d5799d7d&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-c-using-chat-flow-triggers) Section C: Using Chat Flow Triggers: Configure keywords to automatically initiate specific chatflows based on user messages. Two flexible matching options are available: * **Exact Match**: The chatflow is triggered only when the user's message exactly matches the configured keyword (e.g., user types just “pricing”). * **Contains Match**: The chatflow is triggered if the keyword appears anywhere in the user’s message (e.g., “Can you share pricing details?” triggers the “pricing” flow). ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FY1ffaSz6StfkDUBEvMWL%252Fimage.png%3Falt%3Dmedia%26token%3Dfba6c645-3313-423c-84be-12ad3884d9cf&width=768&dpr=3&quality=100&sign=9dafba11&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-d-using-chatbot-ice-breaker) Section D: Using Chatbot Ice Breaker: Ice Breakers are ready-made message options that show up when someone opens your WhatsApp chatbot for the first time. When a user taps on one, it can start a specific chatbot flow in BotPenguin. * Enter the prompt of the Ice Breaker. * Select the chatflow to be started when the above Ice Breaker is chosen. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F9kTVdDJr91FvhHkOYp3j%252Fimage.png%3Falt%3Dmedia%26token%3Df0bf7868-b587-4179-b43c-6faaf4cb5eda&width=768&dpr=3&quality=100&sign=57db240c&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-e-using-chatbot-commands) Section E: Using Chatbot Commands: Commands let users type a `/` followed by a keyword in the WhatsApp chat to trigger specific bot actions. These commands help users quickly restart a chat, start a live chat, subscribe or unsubscribe, or even trigger a chatflow. They make the chatbot experience faster, smarter, and more interactive—especially for repeat users. **How to set up Commands:** * **Enter a Command Name:** This is the word the user will type after `/` (e.g., `/help`). * **Add a Description:** Give a short explanation of what the command does. * **Select the Trigger Action:** Choose what action the command should perform—restart chat, start live chat, subscribe/unsubscribe, or run a chatflow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLjwcEP8RObkl66ABnx6t%252Fimage.png%3Falt%3Dmedia%26token%3D211f0ecc-c2e5-43ba-8f0f-75917fd0e3f2&width=768&dpr=3&quality=100&sign=fd721437&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#faqs) FAQ's chevron-rightCan I assign the same command to multiple actions?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#can-i-assign-the-same-command-to-multiple-actions) No, each command can trigger only one action. You’ll need to create separate commands for different functions. chevron-rightWill users see a list of available Ice Breakers in the chat?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#will-users-see-a-list-of-available-ice-breakers-in-the-chat) Yes the users will see a list of all available ice breakers as soon as they open the chat. chevron-rightCan commands be used in groups or only individual chats?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#can-commands-be-used-in-groups-or-only-individual-chats) Commands are designed for 1:1 user-to-bot interactions and work best in individual WhatsApp sessions for automation and engagement. chevron-rightWhat happens if a user types a wrong command?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#what-happens-if-a-user-types-a-wrong-command) If the typed command doesn’t match any configured action, the bot will treat it as a normal message. It won’t trigger anything unless handled in a fallback or default flow. * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#98ebede8e8f7eaecd8faf7ece8fdf6ffedf1f6b6fbf7f5) . We will respond back within 48 business hours. [PreviousGeneral Settingschevron-left](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/general-settings) [NextAlerts Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/alerts-settings) Last updated 16 days ago Was this helpful? * [What are WhatsApp Triggers:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#what-are-whatsapp-triggers) * [Section A: How to use WhatsApp Triggers:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-a-how-to-use-whatsapp-triggers) * [Section B: Using Bot Triggers:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-b-using-bot-triggers) * [Section C: Using Chat Flow Triggers:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-c-using-chat-flow-triggers) * [Section D: Using Chatbot Ice Breaker:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-d-using-chatbot-ice-breaker) * [Section E: Using Chatbot Commands:](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#section-e-using-chatbot-commands) * [FAQ's](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # AI Chat Summary | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#ai-what-is-chat-summary) AI What is Chat Summary? AI Chat Summary allows you to automatically generate short AI-powered summaries of conversations between users and your bots, AI agents or live agents. These summaries highlight the user’s intent, key questions, and final outcomes, helping teams quickly understand conversations without reading the full chat. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#benefits-of-configuring-ai-chat-summary) Benefits of Configuring AI Chat Summary * ⚡ Saves time by eliminating the need to read full conversations. * 🧠 Helps agents quickly understand user intent and context. * 📊 Improves reporting and follow-up efficiency. * 💬 Ensures consistent conversation summaries across the team. * 💰 Optimizes AI credit usage with interaction-based restrictions. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#how-to-use-configure-chat-summary) How to Use Configure Chat Summary 1. Go to the **“Bots”** section from the left sidebar. 2. Select the bot for which you want to enable chat summary. 3. Navigate to **“AI Settings”**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRRuzoRmRuIFXy9pjZ7QT%252Fimage.png%3Falt%3Dmedia%26token%3D70d5a239-f62b-4753-a28d-0cec2a9419ea&width=768&dpr=3&quality=100&sign=715283e3&sv=2) 1. Open **“Configure Chat Summary”**. 2. Turn on the **“AI Chat Summary”** toggle. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FAYtHlV9p7Cd1kTaa9vzb%252Fimage.png%3Falt%3Dmedia%26token%3D6e58ac25-bae1-4fd7-9a11-87b8f45c1404&width=768&dpr=3&quality=100&sign=bdb88bf5&sv=2) circle-info Each summary generation uses **one AI message credit** from the configured LLM key. If no key is added, it will use the free credits provided by our platform to every user. Once enabled, the remaining configuration options will become available. 1. Select your preferred language from **“Preferred Summary Language.”** For example, if **English** is selected, the summary will be generated in English. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2Y4Xt3zR7k6LVEOiPXqV%252Fimage.png%3Falt%3Dmedia%26token%3D10d493b1-d8da-4935-b078-c8cfee2339dc&width=768&dpr=3&quality=100&sign=47d6b439&sv=2) 1. Enable the toggle if you would like to **“Generate only if user interacted”** . **ON:** The system will generate a chat summary only if the user has sent at least one message in the conversation. **OFF:** The system will generate a chat summary for all chats, even if the user did not send any message. 1. Enable **“Restrict based on number of messages”** and enter the minimum interaction count. 2. Add your custom instructions in the **“Custom Prompt”** field to define how summaries should be generated. circle-check To learn best practices, go to this link : [Setting Up Your AI Agent: Guidelines and Best Practices](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/setting-up-your-ai-agent/setting-up-your-ai-agent-guidelines-and-best-practices) 1. Click **“Save”** to apply the settings. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FjlqsfMqwZW4Eq8fFHNGE%252Fimage.png%3Falt%3Dmedia%26token%3Dc8191d3f-7168-4f65-b2f0-a84b73cfcaa8&width=768&dpr=3&quality=100&sign=dcfd8917&sv=2) 1. After saving the changes, the **AI Summary component** will appear in the **Inbox** section. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVXwEdqsBXGofZn9apRUV%252Fimage.png%3Falt%3Dmedia%26token%3Daceb8915-bf3b-4a97-a215-7e15d1d61536&width=768&dpr=3&quality=100&sign=e237589a&sv=2) 1. Clicking the **AI Summary icon** opens a popup with options to: 1. Generate the AI summary 2. Go to the chat 2. Clicking **“Generate”** will create a summary for that specific conversation. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FaSMYhC19xu4hzPtUMaiC%252Fimage.png%3Falt%3Dmedia%26token%3D0c193f38-bea1-49ec-9de0-6ee019684290&width=768&dpr=3&quality=100&sign=a08d3537&sv=2) 1. The AI summary will be generated once the chat is completed. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0OhirRCW44lviXHZoZ5B%252Fimage.png%3Falt%3Dmedia%26token%3Daa4bed84-eb13-442c-912b-9090bd72518a&width=768&dpr=3&quality=100&sign=1e4be4d8&sv=2) 1. You can also generate the summary from the chat itself by clicking on the **"Generate"** button. circle-info **The AI Summary icon will only be visible if:** * The **AI Assistance** toggle is enabled in the user’s plan, **and** * **AI Chat Summary** is enabled for the specific bot or agent. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FtYVx9Ux8y9zWqwSxesfy%252Fimage.png%3Falt%3Dmedia%26token%3De875c74d-8b71-4321-a52f-2869dc26f92a&width=768&dpr=3&quality=100&sign=4215550d&sv=2) * * * 🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin. ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#faqs) FAQs chevron-right**Does generating a chat summary consume credits?**[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#does-generating-a-chat-summary-consume-credits) Yes. Each time a summary is generated, one AI credit is consumed from your available AI messages or API key credits. chevron-right**When is the AI summary generated automatically?**[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#when-is-the-ai-summary-generated-automatically) The summary is generated automatically once the chat is completed, based on the configuration you have set, such as interaction limits or user participation. chevron-right**Can I control when summaries are generated?**[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#can-i-control-when-summaries-are-generated) Yes. You can enable options like “Generate only if user interacted” or set a minimum number of messages using the “Restrict based on number of messages” setting. chevron-right**Where can I view the AI chat summary?**[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#where-can-i-view-the-ai-chat-summary) You can view the summary in the Inbox by clicking the AI Summary icon. It opens a popup where you can generate or review the summary for that conversation. chevron-right**If I enable the Chat Summary for one specific bot, will it be automatically enabled for the other bots as well?**[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#if-i-enable-the-chat-summary-for-one-specific-bot-will-it-be-automatically-enabled-for-the-other-bot) No, the Chat Summary feature is bot-specific and must be enabled separately for each bot. ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. [PreviousChatbot Personachevron-left](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/chatbot-persona) [NextHow to get the GPT Assistant key and connect it with the botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot) Last updated 14 days ago Was this helpful? * [AI What is Chat Summary?](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#ai-what-is-chat-summary) * [Benefits of Configuring AI Chat Summary](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#benefits-of-configuring-ai-chat-summary) * [How to Use Configure Chat Summary](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#how-to-use-configure-chat-summary) * [FAQs](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#faqs) * [Need Help?](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/ai-chat-summary#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Whatsapp Co-existence Feature | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#overview) Overview **WhatsApp Co-existence** allows you to use the **same WhatsApp phone number** on: * The **WhatsApp Business App** * **BotPenguin’s WhatsApp Bot** at the same time. This feature is enabled via **Meta’s Embedded Signup flow**, allowing businesses to start WhatsApp automation **without migrating or disconnecting** their existing WhatsApp Business account. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#what-is-whatsapp-co-existence) What Is WhatsApp Co-existence? Traditionally, WhatsApp API required **full number migration**, which removed the number from the WhatsApp app. With **Co-existence**: * Your WhatsApp Business app **remains active** * BotPenguin can **send and receive messages via Bot** * Manual and automated conversations run together * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#when-should-you-use-whatsapp-co-existence) When Should You Use WhatsApp Co-existence? Use this feature if: * You already have an active WhatsApp Business App number * You want to keep manual conversations * You want to add bots, automation, and templates * You don’t want downtime or number migration * You are testing WhatsApp automation before scaling * You would like to sync the chats both in Whatsapp ChatBot as well as on Whatsapp business Account circle-exclamation Please note that we need an ACTIVE WhatsApp Business Acoount to onboard with Co-existance. The acount needs to be in active use for atleast 2-3 weeks before the onbaording via coexistance an be initiated. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#what-you-can-do-with-co-existence) What You Can Do with Co-existence With WhatsApp Co-existence enabled, you can: * Send & receive messages via WhatsApp API * Reply manually from the WhatsApp app * Run chatbots and automated workflows * Send approved WhatsApp template messages * Manage chats from both WhatsApp business app and BotPenguin * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#prerequisites) Prerequisites Before starting setup, ensure: * ✔ Active Facebook account * ✔ Business Manager access (Admin recommended) * ✔ Valid business website with Privacy Policy * ✔ WhatsApp-compliant use case * ✔ Active WhatsApp number (business app) * ✔ Phone number can receive SMS or voice OTP * ✔ Valid debit/credit card with international payments enabled * ✔ GSTIN (mandatory for Indian businesses) ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#technical-requirements-mandatory) Technical Requirements (Mandatory) For this flow to work successfully: * WhatsApp Business App version **2.24.17 or higher** * Phone number country code must be **supported** * You must be a **Meta Solution Partner / Tech Provider** * You must be familiar with **WhatsApp Cloud API** * Webhook callback must successfully receive and process events * Embedded Signup must be enabled **with session logging** * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-1-open-whatsapp-setup-in-botpenguin) Step 1: Open WhatsApp Setup in BotPenguin 1. Log in to **BotPenguin Dashboard** 2. Go to **Bots** 3. Select your bot 4. Click **Replace Demo WhatsApp Number** 5. Choose **Connect your WhatsApp Number** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnLf23cSaE2UM4ooTAkJ5%252Fimage.png%3Falt%3Dmedia%26token%3D7d0b1bdb-37d6-42fc-b7ef-58d940ebdba4&width=768&dpr=3&quality=100&sign=f50ffe59&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-2-accept-whatsapp-prerequisites) Step 2: Accept WhatsApp Prerequisites You will see a prerequisites checklist. * Select **All** * Confirm you meet WhatsApp requirements * Click **Proceed** (This step confirms compliance with Meta policies.) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8CCtOLfad5Qu7FinyAaK%252Fimage.png%3Falt%3Dmedia%26token%3Dc58d00df-9edd-4ae4-a497-966e4979e242&width=768&dpr=3&quality=100&sign=a15be824&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-3-meta-embedded-signup-facebook-login) Step 3: Meta Embedded Signup (Facebook Login) You’ll be redirected to Meta’s **Embedded Signup** screen. Here you need to: * Log in using your Facebook account * Select an existing **Business Manager** or create a new one * Grant required permissions to BotPenguin Click **Continue**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQkniqB6BkWLGXfy1qJQz%252Fimage.png%3Falt%3Dmedia%26token%3De3da93cc-dbb5-4819-92c4-3ef674208ba5&width=768&dpr=3&quality=100&sign=3ea03a3a&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-4-seamlessly-connect-your-account-to-botpenguin) Step 4: Seamlessly connect your account to BotPenguin Connect your account to the BotPenguin by giving permissions by clicking on continue button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPy4s4gn4XAsZaIuLrQlN%252Fimage.png%3Falt%3Dmedia%26token%3Debc9ce6f-2616-4823-a434-60c3b2ca46b1&width=768&dpr=3&quality=100&sign=fd0b5301&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-5-connect-your-business-portfolio-and-choose-the-option-whether-you-want-to-create-or-connect-a) Step 5: Connect your Business portfolio and Choose the option whether you want to create or connect a Business Account ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3gNC3C5Ld7wBi3RTPlRo%252Fimage.png%3Falt%3Dmedia%26token%3D755eed55-8321-4519-9d2e-48f4f4027a9b&width=768&dpr=3&quality=100&sign=96325da&sv=2) When configuring **Embedded Signup** for **WhatsApp Business App phone numbers**, business users are given the option to **connect their existing WhatsApp Business App account to the WhatsApp Cloud API** (Co-existence mode). This allows the same phone number to be used on: * WhatsApp Business App * BotPenguin (via Cloud API) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FC3cqMTN7DQX79OQhxT4l%252Fimg%25201.png%3Falt%3Dmedia%26token%3D3a24326b-ef2e-43c7-b2a9-90287ddde00d&width=768&dpr=3&quality=100&sign=e98c2ea0&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-by-step-verification-inside-whatsapp-business-app) Step-by-Step: Verification Inside WhatsApp Business App If the user selects **Use an existing WhatsApp Business App number**, the following process occurs: * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-1-enter-whatsapp-business-app-phone-number) Step 1: Enter WhatsApp Business App Phone Number * The user enters their **WhatsApp Business App phone number** * Meta generates a **verification code** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZXitbG6cvXw9AB1Kcked%252Fimage.png%3Falt%3Dmedia%26token%3Dc0f685cb-9872-48a2-b5f7-1e6a8544d7d1&width=768&dpr=3&quality=100&sign=273f6b01&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-2-receive-verification-message-in-whatsapp-business-app) Step 2: Receive Verification Message in WhatsApp Business App The business will receive a message from the **official Facebook Business Account** inside the WhatsApp Business App. The message instructs the business to: * Copy the verification code or scan the QR * Follow the on-screen connection steps ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLlYbxK3dtKqTeIvVjvVW%252Fimage.png%3Falt%3Dmedia%26token%3Dbee960a4-41a8-43c7-8d07-3bb708ef293f&width=768&dpr=3&quality=100&sign=ee5cfaeb&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-3-tap-connect-in-whatsapp-business-app) Step 3: Tap “Connect” in WhatsApp Business App Inside the WhatsApp Business App: 1. Tap **Connect** 2. Tap **Connect to the Business Platform** to continue onboarding ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FvPY0v83J9HmjG1m3mKpg%252Fimage.png%3Falt%3Dmedia%26token%3Ddb95658e-fe9d-4217-b48e-99042602979b&width=768&dpr=3&quality=100&sign=f55e74d1&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-4-confirm-chat-history-sharing-optional) Step 4: Confirm Chat History Sharing (Optional) * Tap **Confirm** when prompted * This allows the business to **share chat history and contacts** with the platform (BotPenguin) * Permission is optional but recommended for a smoother transition ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FeicJ6aJ01GLFEbbwrxSv%252Fimage.png%3Falt%3Dmedia%26token%3D563dd181-e766-46bf-8e82-4abbc8309462&width=768&dpr=3&quality=100&sign=d3996a82&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-5-paste-the-verification-code) Step 5: Paste the Verification Code * Paste the verification code received earlier or scan the QR * This confirms ownership of the WhatsApp Business App number ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FLlYbxK3dtKqTeIvVjvVW%252Fimage.png%3Falt%3Dmedia%26token%3Dbee960a4-41a8-43c7-8d07-3bb708ef293f&width=768&dpr=3&quality=100&sign=ee5cfaeb&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-6-you-are-now-connected-to-the-botpenguin) Step 6: You are now Connected to the BotPenguin **Business Platform Connection (WhatsApp)** This screen shows that your WhatsApp Business app is currently connected to the **BotPenguin Business Platform**. * You can be connected to **only one Business Platform at a time**. * If you disconnect from BotPenguin, you will lose access to BotPenguin features, but **your WhatsApp Business app will remain unaffected**. * To keep the connection active, make sure to **open your WhatsApp Business app at least once every 14 days**. * If setup is incomplete, tap **“Finish setting up on BotPenguin”** to complete the integration. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQuEXUICXYP6sKfMrICIq%252FWhatsApp%2520Image%25202026-01-06%2520at%252011.32.12%2520AM.jpeg%3Falt%3Dmedia%26token%3D643db084-d560-4b5a-aeed-a7595038ff7f&width=768&dpr=3&quality=100&sign=e9ec1bc6&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-7-confirm-or-edit-your-whatsapp-business-account) **Step 7: Confirm or Edit Your WhatsApp Business Account** Your WhatsApp Business account has been successfully linked to your business portfolio. By proceeding, you agree to share your WhatsApp Business account and business profile details with BotPenguin. Please review and, if required, update your **WhatsApp Business account name** and **time zone** before continuing. circle-info Please ensure that all the fields are filled for smooth onboarding . ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FsxOKj3oQRe5Ozu2Ndso3%252Fimage.png%3Falt%3Dmedia%26token%3Dd9a6a878-2cf6-4325-bc73-17b7d8f5fa0e&width=768&dpr=3&quality=100&sign=97f2d0af&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-8-review-and-confirm-access-permissions) **Step 8: Review and Confirm Access Permissions** On this screen, review the permissions that **BotPenguin v2** is requesting for your WhatsApp Business account. BotPenguin will be able to manage your WhatsApp accounts, access and manage conversations, handle product catalogues, and log events on behalf of your WhatsApp Business account. Carefully verify the details, then click **Confirm** to grant access and complete the connection, or click **Back** if you want to make changes. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3HtkslyjtPUnjSmcxP4R%252Fimage.png%3Falt%3Dmedia%26token%3Df5cce480-392f-4fba-8a78-66fd350c9aee&width=768&dpr=3&quality=100&sign=3c36dc24&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-9-you-are-now-connected-to-the-botpenguin) Step 9 : You are now connected to the BotPenguin This screen confirms that your WhatsApp Business account has been successfully connected to **BotPenguin**. Meta will review your business to ensure it complies with WhatsApp’s Commerce Policy and will notify you within **24 hours** if any action is required. You can manage or opt out of event activity sharing at any time from **Business Settings**. Click **Add Payment Method** to enable marketing or drip campaigns, then select **Finish** to complete the setup. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FW5gSGPFbphpdUXCymILG%252Fimage.png%3Falt%3Dmedia%26token%3Dcf8db3b5-d739-4fb9-b688-b9a816931236&width=768&dpr=3&quality=100&sign=111647&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#step-10-whatsapp-account-approved-and-bot-created) **Step 10: WhatsApp Account Approved & Bot Created** This screen confirms that your WhatsApp number has been approved and your bot has been created successfully. You can now start using your bot by sending your first message, editing your chat flow, or viewing the bot overview. Make sure your payment method is added to begin your marketing or drip campaigns and fully activate your WhatsApp bot. [whatsappWhatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPvK37HX1RPt0rTpEXP5E%252Fimage.png%3Falt%3Dmedia%26token%3D7076f378-d0b8-4924-b852-0aa7b12bb9cb&width=768&dpr=3&quality=100&sign=c50933c3&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#limitations) Limitations * Phone numbers used in **both WhatsApp Business App and Cloud API** have a **fixed throughput of 20 messages per second (20 MPS)** * If the business previously worked with another partner and still shares the same **credit line**, they may see an error when switching partners → Follow Meta’s **credit line migration guide** to resolve this ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#feature-comparison-whatsapp-business-app-vs-botpenguin-cloud-api) Feature Comparison: WhatsApp Business App vs BotPenguin (Cloud API) WhatsApp Business App Feature Behavior After Co-existence Supported on BotPenguin (Cloud API) **Individual (1:1) Chats** Message edit/revoke disabled Messages mirrored between app & BotPenguin Last 6 months chat sync ✅ Supported **Contacts** No change Contacts synced ✅ Supported **Group Chats** No change ❌ Not Supported **Disappearing Messages** Automatically turned off ❌ Not Supported **View Once Messages** Disabled ❌ Not Supported **Live Location** Disabled ❌ Not Supported **Broadcast Lists** Disabled Existing lists read-only ❌ Not Supported **Voice & Video Calls** No change ❌ Not Supported **Business Tools (Catalog, Orders, Status)** No change ❌ Not Supported **Messaging Tools (Greeting, Away, Quick Replies, Labels)** No change ❌ Not Supported **Business Profile** No change ❌ Not Supported **Channels** No change ❌ Not Supported ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#important-notes) Important Notes * Co-existence is ideal for businesses needing **both automation and manual control** * Some WhatsApp features are disabled intentionally to maintain API compatibility * BotPenguin handles automation, templates, analytics, and integrations * The WhatsApp Business App remains fully usable for manual chats * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#when-to-contact-support) When to Contact Support Contact **BotPenguin Support** if: * Verification fails repeatedly * You see partner credit line errors * Messages are not syncing * Templates fail after onboarding Provide: * Business Manager ID * WhatsApp Business Account ID * Phone Number ID ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#faqs) FAQs chevron-rightWill my WhatsApp Business App stop working after enabling Co-existence?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#will-my-whatsapp-business-app-stop-working-after-enabling-co-existence) No. Your **WhatsApp Business App remains fully active**. You can continue manual conversations while BotPenguin handles automated chats in parallel. chevron-rightDo I need to migrate my WhatsApp number to use Co-existence?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#do-i-need-to-migrate-my-whatsapp-number-to-use-co-existence) No. Unlike traditional WhatsApp API onboarding, **number migration is not required**. Co-existence works without downtime or number removal. chevron-rightCan I send and receive messages from both the app and BotPenguin?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#can-i-send-and-receive-messages-from-both-the-app-and-botpenguin) Yes. You can: * Reply manually from the WhatsApp Business App * Send and receive automated messages via BotPenguin Both manual and automated conversations work together. chevron-rightAre chats synced between WhatsApp Business App and BotPenguin?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#are-chats-synced-between-whatsapp-business-app-and-botpenguin) Yes, chats can sync across both platforms. During setup, Meta may ask for **chat history sharing permission**—this is optional but recommended for smoother synchronization. chevron-rightCan I use WhatsApp templates with Co-existence?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#can-i-use-whatsapp-templates-with-co-existence) Yes. You can send **approved WhatsApp template messages** via BotPenguin while continuing manual chats from the WhatsApp Business App. chevron-rightIs WhatsApp Co-existence suitable for testing automation?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#is-whatsapp-co-existence-suitable-for-testing-automation) Absolutely. Co-existence is ideal for businesses that want to **test automation before scaling**, without impacting their existing WhatsApp workflows. chevron-rightWill any WhatsApp features be disabled?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#will-any-whatsapp-features-be-disabled) Yes, some WhatsApp Business App features may be intentionally limited to ensure **Cloud API compatibility**, while automation, templates, analytics, and integrations are managed by BotPenguin. [PreviousGetting a Blue Tick (previously Green Tick) on WhatsAppchevron-left](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/getting-a-blue-tick-previously-green-tick-on-whatsapp) [NextManage Chatflowchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow) Last updated 4 days ago Was this helpful? * [What Is WhatsApp Co-existence?](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#what-is-whatsapp-co-existence) * [When Should You Use WhatsApp Co-existence?](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#when-should-you-use-whatsapp-co-existence) * [What You Can Do with Co-existence](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#what-you-can-do-with-co-existence) * [Prerequisites](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#prerequisites) * [Technical Requirements (Mandatory)](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#technical-requirements-mandatory) * [Feature Comparison: WhatsApp Business App vs BotPenguin (Cloud API)](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#feature-comparison-whatsapp-business-app-vs-botpenguin-cloud-api) * [Important Notes](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#important-notes) * [When to Contact Support](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#when-to-contact-support) * [FAQs](https://help.botpenguin.com/bots/whatsapp-bot/bot-setup/whatsapp-co-existence-feature#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Integrate BotPenguin with Claude | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close circle-check Stay tuned! Article coming soon [PreviousIntegrate BotPenguin with Acuity Schedulingchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-acuity-scheduling) [NextIntegrate BotPenguin with Autopilotchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-autopilot) Last updated 1 month ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # WhatApp Chatbot Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close **Please find below the links of all section in the chatbot settings:** [General Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/general-settings) [Triggers Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/triggers-settings) [Alerts Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/alerts-settings) [WhatsApp Profile Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/whatsapp-profile-settings) [API Key Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/api-key-settings) [AI settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/ai-settings) [PreviousHow to get the GPT Assistant key and connect it with the botchevron-left](https://help.botpenguin.com/bots/whatsapp-bot/ai-settings/how-to-get-the-gpt-assistant-key-and-connect-it-with-the-bot) [NextGeneral Settingschevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatapp-chatbot-settings/general-settings) Last updated 2 months ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Other Sources | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#interactive-guide) **Interactive Guide** * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#what-is-training-via-other-sources) What is Training via Other Sources? **Training your AI chatbot via external sources** allows you to provide additional knowledge beyond uploaded files or FAQs. * **Notion:** Connect your Notion workspace to enable the chatbot to retrieve content from pages, databases, or documentation. * **Dropbox:** Connect your Dropbox account to provide your bot access to stored files like PDFs, documents, and spreadsheets. This integration ensures that your chatbot can reference multiple content repositories for accurate, context-aware answers. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#benefits-of-using-other-sources) Benefits of Using Other Sources * 🎯 **Expanded Knowledge Base:** Utilize content from Notion and Dropbox for richer chatbot responses. * 🟢 **Centralized Content Management:** Keep your information in familiar platforms while enabling the chatbot to access it. * ⚡ **Dynamic Updates:** Any changes in connected Notion pages or Dropbox files can automatically update your bot’s knowledge. * 🔧 **Seamless Integration:** No coding required—simply connect accounts and start training. * 📈 **Enhanced User Engagement:** Provides precise answers and reduces unanswered queries. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#how-to-train-your-ai-chatbot) **How to train your AI Chatbot?** 1. To manage all your chatbots, you first need to visit the BotPenguin Dashboard: [https://app.botpenguin.com/homearrow-up-right](https://app.botpenguin.com/home) 2. To manage your bot, select it from the left sidebar. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMJ11YxblCjSiqTu11pGx%252Fimage.png%3Falt%3Dmedia%26token%3D7c9e63e5-b0a8-4c4b-bf52-9bd5c6628e8f&width=768&dpr=3&quality=100&sign=539ea4ea&sv=2) 1. Click on **Bot Training** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmG7i0trwy9WwAezFjI1f%252Fimage.png%3Falt%3Dmedia%26token%3Daf238ba9-e91b-4e7c-b904-ca888067aceb&width=768&dpr=3&quality=100&sign=fbbcea1a&sv=2) 1. Click on **"Other sources"** tab. ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#other-sources) Other Sources 1. You can connect your Notion Page and your chatbot will retrieve information from it. 2. Similarly you can connect your Google Drive and your chatbot will retrieve information from it. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F5ifsYkV0FVeVdxD5iTex%252Fimage.png%3Falt%3Dmedia%26token%3D55b81d46-e2b9-454f-a424-765d5d380ad1&width=768&dpr=3&quality=100&sign=6c6dfda0&sv=2) Your AI-powered chatbot is now fully equipped to handle and answer all user queries seamlessly! * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#id-5.-faqs) 5\. FAQs chevron-rightCan I connect both Notion and Dropbox at the same time?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#can-i-connect-both-notion-and-dropbox-at-the-same-time) Yes, you can connect multiple sources, and the chatbot will reference content from all connected platforms. chevron-rightDo changes in Notion or Dropbox update the chatbot automatically?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#do-changes-in-notion-or-dropbox-update-the-chatbot-automatically) Yes, once synced, updates in connected pages or files will reflect in the chatbot after the next sync. chevron-rightIs authorization required for both platforms?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#is-authorization-required-for-both-platforms) Yes, you need to authorize BotPenguin to access your Notion and Dropbox accounts. chevron-rightCan I select specific pages or files to train the chatbot?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#can-i-select-specific-pages-or-files-to-train-the-chatbot) Yes, you can choose which Notion pages, databases, or Dropbox folders/files should be used for training. chevron-rightDoes this integration require coding knowledge?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#does-this-integration-require-coding-knowledge) No, connecting and syncing content is completely code-free. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#a3d0d6d3d3ccd1d7e3c1ccd7d3c6cdc4d6cacd8dc0ccce) . We will respond back within 48 business hours. [PreviousConversation Historychevron-left](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/conversation-history) [NextWhatsapp Automationchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/whatsapp-automation) Last updated 16 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#interactive-guide) * [What is Training via Other Sources?](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#what-is-training-via-other-sources) * [Benefits of Using Other Sources](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#benefits-of-using-other-sources) * [How to train your AI Chatbot?](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#how-to-train-your-ai-chatbot) * [Other Sources](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#other-sources) * [5\. FAQs](https://help.botpenguin.com/bots/whatsapp-bot/train-your-ai-chatbot/other-sources#id-5.-faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # BotPenguin Integrations | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations#interactive-guide) Interactive Guide ---------------------------------------------------------------------------------------------------------------------------------------------------------- * * * ### [hashtag](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations#botpenguin-integration-with-available-apps) BotPenguin Integration with Available Apps 1. Log in to the BotPenguin dashboard using the link [https://app.botpenguin.com/arrow-up-right](https://app.botpenguin.com/) . 2. Navigate your bot and find the `3rd Party Apps Integrations` option on the dashboard. 3. Once you find the list of all integrations available, search for the desired integrations. 4. Once you find your integrations in the list, click on the connect button and follow the on-screen steps. 5. If you are facing issues with the integration, you can look for detailed integration tutorials. [PreviousChatGPTchevron-left](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/chatgpt) [NextIntegrate BotPenguin with Acuity Schedulingchevron-right](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations/integrate-botpenguin-with-acuity-scheduling) Last updated 2 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations#interactive-guide) * [BotPenguin Integration with Available Apps](https://help.botpenguin.com/bots/website-mobile-app-bot/3rd-party-integrations/botpenguin-integrations#botpenguin-integration-with-available-apps) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Google Calendar Appointment | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#what-is-the-appointment-component) What is the Appointment Component? The Appointment Component enables end-to-end appointment scheduling inside a chat flow. Once configured, users can select a date/time, and the system creates or updates events in the connected calendar automatically. * **Google Appointment** – Direct Google Calendar–based booking * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#when-to-use-it) When to Use It Use the Appointment Component when you want to: * Let users **book appointments via chat** * Sync appointments with **Google Calendar** * Allow **reschedule or cancellation** without agent involvement * Send **automatic confirmation emails** * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#how-it-works-flow-overview) How It Works (Flow Overview) 1. Ask the user for appointment date/time 2. Collect required details (email, phone, etc.) 3. Configure the Appointment Component 4. Create/update the event in Google Calendar 5. Send confirmation to the user * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#how-to-add-the-appointment-component) How to Add the Appointment Component 1. Open **Bot → Select your bot and Go to Chat Flows** 2. Click **Add Chat Component** 3. Select **Google Appointment** 4. Drag and drop it into the desired position in the flow ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdPJkbZMQadATjpUYBq8h%252Fimage.png%3Falt%3Dmedia%26token%3D589727c8-4b59-4ee7-877b-c4b87ecf3e28&width=768&dpr=3&quality=100&sign=a0255cc2&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-create-event-flow) 1\. Create Event Flow ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#configuration-options-right-panel) Configuration Options (Right Panel) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-calendar-provider) 1\. Calendar Provider * Select **Google Calendar** * Required for Google Appointment component ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXbzndco5MMJHeZvyqz1T%252Fimage.png%3Falt%3Dmedia%26token%3D462c6be9-8b80-407c-880f-81f4fd6ba5fe&width=768&dpr=3&quality=100&sign=b890e09a&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-action-type) 2\. Action Type Choose what action the bot should perform: * **Create Event** – Book a new appointment ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F1Idmb2i40uOnqGBd0J5f%252Fimage.png%3Falt%3Dmedia%26token%3D95adf046-c9dd-47b2-91f5-b3bc3ef89b7c&width=768&dpr=3&quality=100&sign=fdca0ff3&sv=2) * **Reschedule Event** – Modify an existing booking ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fcd5UCIfeNb9DZJDBXaLZ%252Fimage.png%3Falt%3Dmedia%26token%3D267fa451-6a59-4846-84bb-3e925985547c&width=768&dpr=3&quality=100&sign=3e538e04&sv=2) * **Cancel Event** – Cancel an appointment ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fss1BnC76KeRSa76eXTxX%252Fimage.png%3Falt%3Dmedia%26token%3D6f609ad1-eb38-437a-ba48-439c3b08c7eb&width=768&dpr=3&quality=100&sign=2eb0aaa7&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-calendar-account) 3\. Calendar Account * Select the connected Google account from the dropdown if already connected ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FnNPqZFCamTj3iHaVhCaw%252Fimage.png%3Falt%3Dmedia%26token%3Deff24d44-624f-4a57-b4a7-03908e8d4309&width=768&dpr=3&quality=100&sign=8fd4f51f&sv=2) * If your calendar is not connected: * Click on Add Account Button ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FHpCPDMSTS05gNcRjO4mp%252Fimage.png%3Falt%3Dmedia%26token%3D65c27601-fccd-4f73-99a9-f26571b20cd6&width=768&dpr=3&quality=100&sign=6aec6a1f&sv=2) * Choose your Google account * Review all the permissions and policies and click on continue. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFIKcoVbrD7PjwfRijU03%252Fimage.png%3Falt%3Dmedia%26token%3D44cb3254-1e24-436a-be4e-e74fa98fdadd&width=768&dpr=3&quality=100&sign=81d90bcd&sv=2) * Click on allow to give the access of your calendar. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FSBhhzApLGevoCMc0jkLB%252Fimage.png%3Falt%3Dmedia%26token%3D301ae56c-315f-4c6d-a9e2-5f587f659579&width=768&dpr=3&quality=100&sign=1fbe5da0&sv=2) * So the account is connected and mentioned in the dropdown. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FB0zuQmg1QYIwI9QprLBC%252Fimage.png%3Falt%3Dmedia%26token%3D7a41113a-a2d4-4f2b-8297-38a22f6527ab&width=300&dpr=3&quality=100&sign=e6b5b8b0&sv=2) * Select your account and click on update and Next button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FE4QNKrXeIODOEW5o6EkP%252Fimage.png%3Falt%3Dmedia%26token%3D96abff26-8d5a-480d-b96b-5fbdec868c23&width=768&dpr=3&quality=100&sign=df26e7c9&sv=2) * Appointments will be created in this calendar * Make sure the account has **calendar write permissions** ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#configure-your-appointment-details) **Configure your Appointment Details:** ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-basic-details-live) 1\. Basic Details (Live) * **Appointment Name**: Custom name for the appointment (e.g., _Google Appointment_) * **Appointment Slot Duration**: Slot length (e.g., 30 minutes) * **Per-Day Availability**: Max number of appointments allowed per day * **Availability Schedule**: * Select existing schedule or **Add New Schedule** * Clicking on Add new schedule will allow to configure your working hours ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FpvJwzIKgZHhkKqKKA4KK%252Fimage.png%3Falt%3Dmedia%26token%3Ded45f963-5d3f-4bbf-a809-58b7d0d28aea&width=768&dpr=3&quality=100&sign=586b26d&sv=2) * Click on Add Business Hours button to add your business hours. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0xQOZ8hTRPPvv2QR9Dm7%252Fimage.png%3Falt%3Dmedia%26token%3D64b13b20-fc08-4ce0-b192-4d04ffe55464&width=768&dpr=3&quality=100&sign=aec42174&sv=2) * Add your schedule here so that your calendar can show the availability accordingly by adding the following details: * Name * Short Description * Select your Time Zone * Add your Business Hours including your days and Timings. * After adding it will be reflected in the list. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F9gjGDJjtqk36U5gPPT64%252Fimage.png%3Falt%3Dmedia%26token%3Db9937308-842e-4cdc-a4d9-8635745f1db8&width=768&dpr=3&quality=100&sign=5d580b0e&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FiCo3jQWKusZvQTbaL7E0%252Fimage.png%3Falt%3Dmedia%26token%3D7926fafe-8f35-4101-917b-1bbe91c1adde&width=768&dpr=3&quality=100&sign=309db8a8&sv=2) > Edit and Delete the working hours accordingly. * Select your Added working schedule. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FSaWeCLMyJO604XjL7aJv%252Fimage.png%3Falt%3Dmedia%26token%3Dd9d6e002-4ac4-49c7-a613-a8b6111d8652&width=768&dpr=3&quality=100&sign=b48e9627&sv=2) * **Customer Timezone**: Timezone used for slot display (e.g., Asia/Kolkata) * **Dependency Check**: * Name, Email, and Phone components must be added **before** this component * **Next Message After Completion**: Route the flow after booking completes ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F6k5a2ocfIXrMTfz5yetC%252Fimage.png%3Falt%3Dmedia%26token%3D602a14e9-fdb8-4286-aa2c-c93ed9155df5&width=768&dpr=3&quality=100&sign=c199b1a3&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-message-text-customization-live) 2\. Message Text Customization (Live) Fully configurable system messages: * **Date Selection Message** _“Please select a date for your appointment.”_ * **Slot Selection Message** _“Choose an appointment slot from the available options.”_ * **Booking Failed Message** _“We couldn’t complete the appointment booking. Please try again.”_ * **Appointment Success Message** _“Your appointment has been booked successfully!”_ * **Slot Unavailability Message** _“This appointment slot is no longer available. Please choose another one.”_ * **View More Options Text** (when >10 slots) _“View More Options”_ ➡️ Supports **dynamic variables** using `/` ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FGP0pZhMc6RRgOD4QVfuD%252Fimage.png%3Falt%3Dmedia%26token%3De60f9ef7-0332-4a8d-a49c-513138cbbf0a&width=768&dpr=3&quality=100&sign=eb4916e8&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-data-mapping-live) 3\. Data Mapping (Live) * **Primary Attendee** * Map appointment attendee to a **Custom Attribute** (e.g., Email) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F947ydaG5iY3VFI3Ba7fd%252Fimage.png%3Falt%3Dmedia%26token%3D613734db-3243-4ae4-8f08-1ba7fcfc2b6c&width=768&dpr=3&quality=100&sign=be6a94d3&sv=2) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-4.-advance-options-live) 4\. Advance Options (Live) Select the checkboxes to enable the permissions. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#booking-and-meeting-controls) Booking & Meeting Controls * **Include a Google Meet link with each appointment** Automatically adds a Meet link to the booked event. * **Allow users to invite additional guests** Users can add extra attendees while booking. * **Allow multiple bookings on the same appointment slot** Enables overlapping bookings for the same time slot (useful for group sessions). #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#appointment-details) Appointment Details * **Allow users to add an agenda for appointment** Users can enter agenda/notes during booking. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#reliability-and-retry) Reliability & Retry * **Retry booking once upon failure** Automatically retries booking if the first attempt fails. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#notifications-and-messaging) Notifications & Messaging * **Send notification for the user reply** Triggers notification when user responds. * **Rephrase Messages** AI-assisted rephrasing of normal system messages. * **Rephrase Error Messages** AI-assisted rephrasing specifically for error states. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#message-timing) Message Timing * **Add delay before message is displayed** Set a delay (in seconds) before sending the next message (e.g., 1 second). * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#actions) Actions * **Back**: Go to previous step * **Update**: Save advanced configuration * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-5.-actions-available) 5\. Actions Available * **Update**: Save all configuration changes * **Back**: Navigate to previous step * **Test Live on WhatsApp Web**: End-to-end booking validation Whenever an appointment is booked via the chatbot, it will automatically appear in the **Inbox → Appointments** tab. This section lets you view and manage all upcoming and past appointments in one place ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFfKex2RtvGoFPbRaWq8B%252Fimage.png%3Falt%3Dmedia%26token%3D1ab9417b-8992-45b4-a92d-6c6170ce6829&width=768&dpr=3&quality=100&sign=fe332e5f&sv=2) ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-reschedule-event) 2\. Reschedule Event It Updates an existing appointment with a new date/time. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#connect-configuration-google-appointment) Connect Configuration (Google Appointment) **Calendar Provider** * Select **Google Calendar** to sync bookings with your Google account. **Action Type** * **New Appointment** → Creates a fresh calendar event. * **Reschedule Event** → Updates an existing appointment with a new date/time (used for rescheduling flows). * It allow the users to the reschedule the meeting ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FvTyxGvF01puEV6aWrTo3%252Fimage.png%3Falt%3Dmedia%26token%3Da7b38b8c-3b2e-4e85-b5bb-fe64b28e5dbd&width=768&dpr=3&quality=100&sign=6a44e76d&sv=2) * Edit or keep the configure details same for the Reschedule flow. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQjYuEO26nqUhTaZMWgRz%252Fimage.png%3Falt%3Dmedia%26token%3D176f7506-d2d1-4003-9661-c3eee3ec4617&width=768&dpr=3&quality=100&sign=36ea38ab&sv=2) **Calendar Account** * Choose the connected Google account where appointments will be created or updated. * If no account is connected, click **Add Account** to authorize Google Calendar. **Behavior** * On successful booking or reschedule: * The event is created/updated in Google Calendar. * Confirmation is sent to the user (email / chat message based on flow setup). * Appointment details are stored internally. **Post-Booking Visibility** * All booked or rescheduled appointments are reflected in: * **Inbox → Appointments** tab * Allows filtering by **Upcoming / Past**, date range, email, or phone number. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-cancel-event) 3\. Cancel Event This flow Allows you to cancel the meeting Event. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-entry-point) 1\. Entry Point **Trigger** * Keyword: `Cancel appointment` * Button: _Cancel Appointment_ * Or from menu / fallback option ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fss1BnC76KeRSa76eXTxX%252Fimage.png%3Falt%3Dmedia%26token%3D6f609ad1-eb38-437a-ba48-439c3b08c7eb&width=768&dpr=3&quality=100&sign=2eb0aaa7&sv=2) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-collect-user-identity) 2\. Collect User Identity **Message** > “Sure 👍 I can help you cancel your appointment. Please confirm your details to proceed.” **Components (in this order – mandatory)** * **Name** * **Email** * **Phone Number** > These are required to identify the correct calendar event. * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-fetch-existing-appointment) 3\. Fetch Existing Appointment **Appointment Component** * **Calendar Provider:** Google Calendar * **Action Type:** **Cancel Event** * **Calendar Account:** Select connected Google account **Configuration** * **Count of Previous Scheduled Events:** `1` (Fetches the most recent upcoming appointment for this user) * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-4.-confirmation-step-recommended) 4\. Confirmation Step (Recommended) **Message** > “I found your upcoming appointment scheduled on 📅 {{date}} at ⏰ {{time}}. Do you want to cancel this appointment?” **Single Choice** * ✅ Yes, cancel it * ❌ No, keep it * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-5.-cancel-event-action) 5\. Cancel Event Action **Condition** * If user selects **Yes, cancel it** **Appointment Component** * Executes **Cancel Event** * Removes the event from Google Calendar * Updates internal appointment status * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-6.-success-message) 6\. Success Message **Message** > “✅ Your appointment has been successfully cancelled. If you need to reschedule or book a new appointment, just let me know!” * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-7.-failure-no-appointment-found) 7\. Failure / No Appointment Found **Fallback Message** > “⚠️ We couldn’t find any upcoming appointment with the provided details. Please double-check your information or contact support.” * * * #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-8.-post-cancellation-visibility) 8\. Post-Cancellation Visibility * Cancelled appointment will: * Be removed from **Google Calendar** * Appear as **Cancelled** in **Inbox → Appointments** * Be available for audit/logs * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#optional-enhancements-advanced-options) Optional Enhancements (Advanced Options) * ⏱ Retry cancellation once on failure * 🔔 Send cancellation confirmation email * ✨ Rephrase success/error messages using AI * ➕ Offer **Reschedule** CTA immediately after cancel circle-info All the Appointments will be visible in the Inbox Tab ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F3gX0XZJb1Sfkgg1wPOTI%252Fimage.png%3Falt%3Dmedia%26token%3D718d1080-b2ad-44b9-b189-1f0cd80d2cd8&width=768&dpr=3&quality=100&sign=c90fba21&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#faqs) FAQs chevron-rightWhat is the Appointment Component?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#what-is-the-appointment-component-1) The Appointment Component lets users book, reschedule, or cancel appointments directly inside the chatbot. It automatically creates or updates events in the connected Google Calendar. chevron-rightDo I need to connect Google Calendar?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#do-i-need-to-connect-google-calendar) Yes. A Google Calendar account with write access is required. All appointments booked via the chatbot will be created, updated, or cancelled in this calendar. chevron-rightWhat actions does the Appointment Component support?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#what-actions-does-the-appointment-component-support) The component supports three key actions: * **Create Event** – Book a new appointment * **Reschedule Event** – Change date or time of an existing booking * **Cancel Event** – Cancel an upcoming appointment chevron-rightWhat user details are required before booking?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#what-user-details-are-required-before-booking) Before using the Appointment Component, the flow must collect: * **Name** * **Email** * **Phone number** These details are required to identify and manage appointments. chevron-rightWhere can I view and manage all appointments?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#where-can-i-view-and-manage-all-appointments) All booked, rescheduled, and cancelled appointments are available under Inbox → Appointments tab, where you can view upcoming and past appointments. [PreviousSending Emoji's On BotPenguinchevron-left](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/components-in-chatflow/sending-emojis-on-botpenguin) [NextAppointment Drip Campaign Setupchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment/appointment-drip-campaign-setup) Last updated 16 days ago Was this helpful? * [What is the Appointment Component?](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#what-is-the-appointment-component) * [When to Use It](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#when-to-use-it) * [How It Works (Flow Overview)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#how-it-works-flow-overview) * [How to Add the Appointment Component](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#how-to-add-the-appointment-component) * [1\. Create Event Flow](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-create-event-flow) * [Configuration Options (Right Panel)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#configuration-options-right-panel) * [Configure your Appointment Details:](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#configure-your-appointment-details) * [1\. Basic Details (Live)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-1.-basic-details-live) * [2\. Message Text Customization (Live)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-message-text-customization-live) * [3\. Data Mapping (Live)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-data-mapping-live) * [4\. Advance Options (Live)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-4.-advance-options-live) * [5\. Actions Available](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-5.-actions-available) * [2\. Reschedule Event](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-2.-reschedule-event) * [3\. Cancel Event](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#id-3.-cancel-event) * [Optional Enhancements (Advanced Options)](https://help.botpenguin.com/bots/whatsapp-bot/manage-chatflow/google-calendar-appointment#optional-enhancements-advanced-options) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Email Protection | Cloudflare Please enable cookies. Email Protection ================ You are unable to access this email address help.botpenguin.com --------------------------------------------------------------- The website from which you got to this page is protected by Cloudflare. Email addresses on that page have been hidden in order to keep them from being accessed by malicious bots. **You must enable Javascript in your browser in order to decode the e-mail address**. 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Follow the steps below to resolve the issue. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#why-this-issue-happens-meta-error-reasons) Why This Issue Happens (Meta Error Reasons) This issue can occur due to one or more of the following Meta-related reasons: * Delay in **Meta server sync** after display name approval * **Expired or broken Meta authorization** between the bot and WhatsApp * WhatsApp number not fully **connected or active** in WhatsApp Manager * Recent changes in **Meta Business Manager** or WhatsApp settings * **Payment or billing issues** in Meta Business Manager * **Policy or quality rating warnings** on the WhatsApp number * WhatsApp number recently **migrated, reassigned, or reconnected** * Display name approved but **profile not refreshed or published** * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#step-1-reconnect-the-bot-recommended-first) Step 1: Reconnect the Bot (Recommended First) Most display name visibility issues are resolved by reconnecting the bot, as this refreshes Meta permissions and syncs the latest profile data. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#how-to-reconnect-the-bot) How to Reconnect the Bot 1. Log in to your **BotPenguin Dashboard** 2. Open the affected **Bot** 3. Go to **Integrations / WhatsApp Settings** 4. Click **Disconnect** 5. Reconnect the bot and complete the Meta authorization flow 6. Send a **new test message** from the WhatsApp number 👉 In most cases, the approved display name becomes visible within **a few minutes to a few hours** after reconnection. [♻️Reconnecting Whatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number/reconnecting-whatsapp-bot) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#step-2-remake-the-bot-if-reconnecting-does-not-work) Step 2: Remake the Bot (If Reconnecting Does Not Work) If the display name is still not visible after reconnecting and waiting up to **24–48 hours**, you should **create a new bot**. #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#while-remaking-the-bot-ensure-the-following) While Remaking the Bot, Ensure the Following: * Use the **same WhatsApp Business Account (WABA)** * Connect the **same WhatsApp phone number** (if available) * Complete Meta authorization **without skipping any steps** * Confirm the phone number status is **Connected and Active** in WhatsApp Manager * Ensure there are **no policy or quality warnings** on the number * Verify that the **payment method is active** in Meta Business Manager * Send a **fresh outbound message** after setup ⚠️ Remaking the bot creates a clean Meta–Bot connection, which resolves persistent Meta sync errors. [whatsappWhatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#important-notes) Important Notes * Display name changes **do not update old chats** — they appear in new conversations * Some users may see the number until WhatsApp refreshes their app cache * BotPenguin cannot directly control display name visibility * Final display name rendering is handled entirely by **Meta/WhatsApp systems** ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#kv3gzu3jags5) FAQ's chevron-rightHow long does it take for the display name to appear?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#how-long-does-it-take-for-the-display-name-to-appear) Usually **24–48 hours** after approval or reconnection. In rare cases, it may take up to **72 hours**. chevron-rightWhy do some users see the name while others don’t?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#why-do-some-users-see-the-name-while-others-dont) WhatsApp updates display names gradually and may depend on user app cache or region. chevron-rightDoes reconnecting or remaking the bot delete chats?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#does-reconnecting-or-remaking-the-bot-delete-chats) * Reconnecting: ❌ No * Remaking: ⚠️ Existing chats may not carry over chevron-rightCan BotPenguin force the display name to update?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#can-botpenguin-force-the-display-name-to-update) No. Display name visibility is controlled by **Meta**. [PreviousReconnecting Whatsapp Botchevron-left](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number/reconnecting-whatsapp-bot) [NextInstagram Botchevron-right](https://help.botpenguin.com/bots/instagram-bot) Last updated 2 months ago Was this helpful? * [Why This Issue Happens (Meta Error Reasons)](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#why-this-issue-happens-meta-error-reasons) * [Step 1: Reconnect the Bot (Recommended First)](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#step-1-reconnect-the-bot-recommended-first) * [Step 2: Remake the Bot (If Reconnecting Does Not Work)](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#step-2-remake-the-bot-if-reconnecting-does-not-work) * [Important Notes](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#important-notes) * [FAQ's](https://help.botpenguin.com/bots/whatsapp-bot/what-to-do-if-whatsapp-display-name-is-approved-but-not-visible#kv3gzu3jags5) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Using Third-Party APIs with BotPenguin | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#guidance-video) Guidance Video --------------------------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#what-are-apis-in-botpenguin) What are API's in BotPenguin? ------------------------------------------------------------------------------------------------------------------------------------------------------------- The **API Section in BotPenguin** allows you to connect your chatbot with external services, fetch real-time data, and send dynamic information to users during a conversation. Instead of relying only on static messages, you can integrate APIs to fetch product details, check order status, or push data to your CRM directly from the chatbot flow. This enables your chatbot to become more intelligent, versatile, and personalized, thereby improving user engagement and automating tasks seamlessly. * * * [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#benefits-of-using-apis-in-botpenguin) Benefits of using APIs in BotPenguin ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- * **Enable dynamic conversations** by fetching real-time data from external systems. * **Improve personalization** by mapping API responses to user attributes. * **Automate workflows** by sending and receiving data without manual intervention. * **Increase reliability** with error handling and fallback messages when APIs fail. * * * [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#setting-up-apis-in-botpenguin) Setting up API's in BotPenguin ---------------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Login to your [**BotPenguin Dashboard**arrow-up-right](https://app.botpenguin.com/) **.** 2. Go to the **Developer Section** from the sidebar. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8d6W8VSbPBnzZBr6fR3u%252Fimage.png%3Falt%3Dmedia%26token%3D84867631-18e3-42c0-be18-2f9f3fa2f294&width=768&dpr=3&quality=100&sign=a77a57d3&sv=2) 1. Click on **“Create API”** to add a new API. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FNV7jcejFsXOkUNmIBYfz%252FScreenshot%25202025-09-25%2520at%252012.05.35%25E2%2580%25AFPM.png%3Falt%3Dmedia%26token%3D82f9a428-1cd9-46d4-a45e-a804db3e4368&width=768&dpr=3&quality=100&sign=b34ed51a&sv=2) 1. To create an API, enter the following details: 1. Enter a **Name** for your API (e.g., _Products API_). 2. Paste the **API URL** you want to use. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCn19gywsqz9UIJ7Hbv10%252Fimage.png%3Falt%3Dmedia%26token%3D0a1f5a37-c130-4c22-93b0-b31bcd465fc2&width=768&dpr=3&quality=100&sign=7f34e1fc&sv=2) 1. Click **Test** to see the API response. The response will appear in the **Response Section**. 2. Save the API configuration after testing. The user can also configure the parameters, headers, body, etc. * * * #### [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#configure-api-details) Configure API Details 1. **Parameters Section** * Add variables to your API URL. * Map **custom attributes** to dynamically pass user inputs. 2. **Headers Section** * Add headers required by your API. * You can also map attributes here for dynamic values. 3. **Body Section** * Add request payload in **JSON format**. * Supports **static values** or mapped attributes. * * * #### [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#manage-api-responses) Manage API Responses 1. Once the API is tested, you can **map API responses to custom attributes**. 2. Example: Map the API’s `title` field to a chatbot’s custom attribute. 3. These attributes can then be reused later in the conversation flow. * * * #### [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#use-api-in-chatbot-flow) Use API in Chatbot Flow 1. Create a new flow (e.g., _Products Test_). 2. Add default or custom **questions** to capture user inputs. 3. Open the **Request Information Tab** and select the **API Component**. 4. Choose the API you created earlier. 5. Set up response handling: * **Success (200 status code):** Redirect user to success message or next step. * **Failure (4xx codes):** Redirect user to a fallback message. * **Server Errors (5xx codes):** Redirect to another prompt (e.g., _How was your day?_). * * * #### [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#testing-and-api-logs) Testing & API Logs 1. Test your API flow using **“Test Live on WhatsApp Web”**. 2. Navigate to **Developer Section → Your APIs → Logs**. 3. Here, you can check: * API call history * Response codes (200, 400, 500, etc.) * Errors and reasons for failure * * * [hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#faqs) FAQ's -------------------------------------------------------------------------------------------------------------- chevron-rightCan I use multiple APIs in one chatbot flow?[hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#can-i-use-multiple-apis-in-one-chatbot-flow) Yes, you can configure multiple APIs and call them at different stages in your flow. chevron-rightWhat if my API requires authentication headers?[hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#what-if-my-api-requires-authentication-headers) You can add authorization tokens or keys in the \*\*Headers section\*\* of your API setup. chevron-rightCan I pass user inputs dynamically to the API?[hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#can-i-pass-user-inputs-dynamically-to-the-api) Yes, by mapping \*\*custom attributes\*\* to API parameters, headers, or body fields. chevron-rightWhat happens if the API fails?[hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#what-happens-if-the-api-fails) BotPenguin automatically follows your \*\*fallback path\*\* (error or unknown error configuration). chevron-rightWhere can I debug API failures?[hashtag](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#where-can-i-debug-api-failures) Check the \*\*API Logs\*\* section in the Developer tab to see request and response details. * * * If everything is correct and you are still unable to move forward, write to us at **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) **. We will respond back within 48 business hours. [PreviousAPI Access Tokenchevron-left](https://help.botpenguin.com/developers-guide/api-access-token) [NextWebhookschevron-right](https://help.botpenguin.com/developers-guide/webhooks) Last updated 2 months ago Was this helpful? * [Guidance Video](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#guidance-video) * [What are API's in BotPenguin?](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#what-are-apis-in-botpenguin) * [Benefits of using APIs in BotPenguin](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#benefits-of-using-apis-in-botpenguin) * [Setting up API's in BotPenguin](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#setting-up-apis-in-botpenguin) * [FAQ's](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Settings | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/settings#interactive-guide) Interactive Guide ------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/settings#guidance-video) Guidance Video ------------------------------------------------------------------------------------------- * * * #### [hashtag](https://help.botpenguin.com/settings/settings#settings-configure-and-personalize-your-bot-experience) Settings – Configure and Personalize Your Bot Experience The **Settings** section on BotPenguin provides a centralized control panel to manage your chatbot’s configuration, personalization, and response management capabilities. It enables users to optimize how conversations are handled, organized, and displayed within the platform—tailored to fit their operational workflows. To access Settings, go to the sidebar, click on **More**, and select **Settings**. Inside this section, you'll find five key configuration tools: * **Custom Attributes** Define and capture unique data fields from users to support advanced personalization and reporting needs. [users-rectangleManaging Custom Attributechevron-right](https://help.botpenguin.com/settings/managing-custom-attribute) * **Tags** Categorize conversations in the inbox with easily searchable tags. Tags help teams segment chats by topic, department, priority, or workflow. [tagManage Tagschevron-right](https://help.botpenguin.com/settings/manage-tags) * **Custom Status** Create status labels such as “Open,” “Escalated,” or “In Progress” to better track the lifecycle of every conversation. [chart-radarManage Custom Statuschevron-right](https://help.botpenguin.com/settings/manage-custom-status) * **Quick Replies** Save frequently used responses and deploy them in one click to reduce reply time and maintain consistency in support. [replyQuick Replieschevron-right](https://help.botpenguin.com/settings/quick-replies) * **Custom Tabs** Organize and filter chats based on user-defined tabs—designed to match your business logic, teams, or funnel stages. [browsersCustom Tabschevron-right](https://help.botpenguin.com/settings/custom-tabs) If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#1a696f6a6a75686e5a78756e6a7f747d6f737434797577) . We will respond back within 48 business hours. [PreviousPricing FAQschevron-left](https://help.botpenguin.com/subscription/pricing-faqs) [NextUsers & Teams Managementchevron-right](https://help.botpenguin.com/settings/users-and-teams-management) Last updated 2 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/settings#interactive-guide) * [Guidance Video](https://help.botpenguin.com/settings/settings#guidance-video) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Manage Tags | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/manage-tags#interactive-guide) Interactive Guide ---------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/manage-tags#what-are-tags-in-botpenguin) What are Tags in BotPenguin? ------------------------------------------------------------------------------------------------------------------------- The **Tags** section in BotPenguin allows you to create and manage custom **labels** that help you organize and categorize conversations within the **Inbox**. Tags provide a flexible way to mark and track chats based on status, priority, customer type, support category, or any custom logic that suits your business workflows. * * * [hashtag](https://help.botpenguin.com/settings/manage-tags#benefits-of-tags) Benefits of Tags: --------------------------------------------------------------------------------------------------- * **Better Chat Organization**: Group conversations based on relevance or context to manage your inbox more efficiently. * **Quick Filtering**: Instantly search and filter chats by tags for faster response and resolution. * **Custom Classification**: Tailor tags to match your internal workflows, such as "High Priority", "Lead", "Issue", etc. * **Bulk Actions**: Apply or delete multiple tags at once to save time on admin tasks. * * * [hashtag](https://help.botpenguin.com/settings/manage-tags#guidance-video) Guidance Video ---------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/manage-tags#how-to-create-and-manage-tags-in-botpenguin) How To Create and Manage Tags in BotPenguin -------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Log into your BotPenguin Account. 2. From the left-hand sidebar, scroll down and click on “More” then Click on tag 3. In the Settings interface, click on the second tab labeled **“Tags”**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQepVPUU8tDXTQWFtTp4N%252Fimage.png%3Falt%3Dmedia%26token%3Dea464193-f441-4fd7-8fce-973724bed4d7&width=768&dpr=3&quality=100&sign=ae515a13&sv=2) 1. You’ll see a table listing all your existing tags. The table includes: 1. A **Select** column to choose one or more tags 2. The **Tag Name** column showing the tag label 3. The **Actions** column, where you can click **Edit** or **Delete** 4. Edit button will open the particular tag in prepopulated form and user can edit the name of tag. 2. Click on the **“Create Tag”** button in the top-right corner. A modal will appear where you can: 1. Enter the **Tag Name** 2. Click **“Create Tag”** to save the new tag 3. Or click **“Discard”** to cancel the action ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FC8dPiF3BkrJBduRWDBAM%252Fimage.png%3Falt%3Dmedia%26token%3D5dad8cb7-cd3b-455d-8d80-3eabc25577c9&width=768&dpr=3&quality=100&sign=5dd29476&sv=2) 1. **Search Tags by Name:** Use the search bar at the top to quickly find a tag by typing in its name. 2. **Bulk Delete Tags:** Use the checkboxes in the Select column to choose multiple tags. You can then delete all selected tags at once using the **Select All** option. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUObn5XB4Te8BYZVwZuVE%252Fimage.png%3Falt%3Dmedia%26token%3D4de55a58-7cc4-4d47-b959-cf02ea6d440a&width=768&dpr=3&quality=100&sign=cb630d86&sv=2) * * * [hashtag](https://help.botpenguin.com/settings/manage-tags#faqs) FAQ's --------------------------------------------------------------------------- chevron-rightWhere can I find the Tags section in BotPenguin?[hashtag](https://help.botpenguin.com/settings/manage-tags#where-can-i-find-the-tags-section-in-botpenguin) Go to **More → Tags** (third tab under Settings). chevron-rightWhat are Tags used for in BotPenguin?[hashtag](https://help.botpenguin.com/settings/manage-tags#what-are-tags-used-for-in-botpenguin) Tags help you label, organize, and filter chats within your **Inbox** for better visibility and task tracking. chevron-rightCan I delete multiple tags at once?[hashtag](https://help.botpenguin.com/settings/manage-tags#can-i-delete-multiple-tags-at-once) Yes, use the checkboxes to select multiple tags and delete them in bulk using the **Select All** bar. chevron-rightIs there a limit to how many tags I can create?[hashtag](https://help.botpenguin.com/settings/manage-tags#is-there-a-limit-to-how-many-tags-i-can-create) There’s no specified limit in the UI, but it’s recommended to keep tags manageable for better usability. chevron-rightCan I edit an existing tag name?[hashtag](https://help.botpenguin.com/settings/manage-tags#can-i-edit-an-existing-tag-name) Yes, under the **Actions** column, click **Edit** next to the tag you want to update. chevron-rightWill deleting a tag remove it from chats it was applied to?[hashtag](https://help.botpenguin.com/settings/manage-tags#will-deleting-a-tag-remove-it-from-chats-it-was-applied-to) Yes, once a tag is deleted, it will no longer be associated with any past conversations. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#abd8dedbdbc4d9dfebc9c4dfdbcec5ccdec2c585c8c4c6) . We will respond back within 48 business hours. [PreviousManaging Custom Attributechevron-left](https://help.botpenguin.com/settings/managing-custom-attribute) [NextManage Custom Statuschevron-right](https://help.botpenguin.com/settings/manage-custom-status) Last updated 19 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/manage-tags#interactive-guide) * [What are Tags in BotPenguin?](https://help.botpenguin.com/settings/manage-tags#what-are-tags-in-botpenguin) * [Benefits of Tags:](https://help.botpenguin.com/settings/manage-tags#benefits-of-tags) * [Guidance Video](https://help.botpenguin.com/settings/manage-tags#guidance-video) * [How To Create and Manage Tags in BotPenguin](https://help.botpenguin.com/settings/manage-tags#how-to-create-and-manage-tags-in-botpenguin) * [FAQ's](https://help.botpenguin.com/settings/manage-tags#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Subscription Plans | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/subscription/subscription-plans#subscription) Subscription 1. Log in to your **BotPenguin Dashboard**. 2. Click on **Subscriptions** . 3. You will be redirected to **Subscriptions → Plan** tab. 4. Here, you will see two pricing plans: * **Omnichannel** – Includes features for all bots and agents across channels. * **WhatsApp** – A WhatsApp-only plan designed for businesses that want to automate conversations, campaigns, and support exclusively on WhatsApp, without AI features. [whatsappWhatsapp Only Planschevron-right](https://help.botpenguin.com/subscription/whatsapp-only-plans) **When you select Omnichannel, you will see the available plans and their features:** 1. **Baby Plan** – This is the default plan assigned when a user first joins the platform. It is ideal for beginners who want to explore chatbots without risk. 2. **Little Plan** – Users can upgrade from the Baby Plan to the Little Plan. It is suitable for automating leads, bookings, and bulk messaging. 3. **King Plan** – Designed for businesses handling higher volumes and requiring deeper integrations. 4. **Emperor Plan** – Best suited for enterprises with custom requirements and very high usage. You can choose the plan that best fits your needs. You also have the option to switch between **monthly** and **yearly** billing by simply toggling the plan duration. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F06AelwuXfm0LZhHrPW4J%252Fimage.png%3Falt%3Dmedia%26token%3D1c8c24ce-0c2f-4b71-a86a-bf3b5e41125e&width=768&dpr=3&quality=100&sign=1010e3d5&sv=2) 1. At the top, you will see the "**Set Up Auto Pay"** button, which allows you to enable automatic payments so the amount can be deducted directly from your bank account. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FdyLo1JYztsjnQH6S1HVT%252Fimage.png%3Falt%3Dmedia%26token%3D641f58a7-d23e-472b-b1d9-b48f5ca2885a&width=768&dpr=3&quality=100&sign=5b616ab4&sv=2) 1. Click **Change Plan** to switch to your preferred plan. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F19bGotkHJQgy4BTzQYa9%252Fimage.png%3Falt%3Dmedia%26token%3D8b4501c7-77ce-49c0-901a-9333989d0c5d&width=768&dpr=3&quality=100&sign=a8384255&sv=2) 1. A pop-up will appear to add your billing details if they are missing. 2. Click on "**Update Billing"**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCBOXaCdHlhcUzeQ0FA3F%252Fimage.png%3Falt%3Dmedia%26token%3D85ae9560-dadd-4836-94b8-38bed7d152b7&width=768&dpr=3&quality=100&sign=ea52fa58&sv=2) 1. You will be redirected to the Billing screen. 2. Add your billing address and payment method. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRKtIzycRTK9t2KutSb68%252Fimage.png%3Falt%3Dmedia%26token%3Dca0625b7-f3ed-466e-b3e5-f2ddffceda2e&width=768&dpr=3&quality=100&sign=d509830b&sv=2) 1. After adding the details, go back to the **Plans** screen. 2. Select your desired plan and click on "**Change Plan" button**. 3. Click on the "**Upgrade"** button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPmATrI2BeLzzdm4tsFGc%252Fimage.png%3Falt%3Dmedia%26token%3Dd5337d79-7a24-444e-adb2-4195ddec6954&width=768&dpr=3&quality=100&sign=ce9153bb&sv=2) 1. You will be redirected to the payment gateway. 2. Choose your payment method and confirm the payment. 3. After successful payment, your account will be activated. * * * ### [hashtag](https://help.botpenguin.com/subscription/subscription-plans#downgrade-your-subscription) Downgrade Your Subscription To downgrade your plan: 1. Select the desired plan and click **Change Plan**. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FieQ0Jl0z8naN5DXEvp1x%252Fimage.png%3Falt%3Dmedia%26token%3Dba918e89-5bf4-4fec-90a1-f20a6d60fde6&width=768&dpr=3&quality=100&sign=5cc370fe&sv=2) 1. Confirm the downgrade request. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPEuKw4zFCYJVamjMItRA%252Fimage.png%3Falt%3Dmedia%26token%3Dde4fd531-339f-4b03-9d45-959ee6e235b4&width=768&dpr=3&quality=100&sign=10aa07e7&sv=2) 1. Once confirmed, the downgrade request will be submitted and will be displayed on the Plan screen. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FZXtcsORZUskO8k8NGVmr%252Fimage.png%3Falt%3Dmedia%26token%3D430c2c68-73b5-496a-be3b-981d523c1d8d&width=768&dpr=3&quality=100&sign=dff5fdfe&sv=2) **Important:** * Downgrades take effect at the end of the current billing cycle. * Any features that exceed the limits of the new plan will be paused. [hashtag](https://help.botpenguin.com/subscription/subscription-plans#faq) FAQ ----------------------------------------------------------------------------------- chevron-right**Will my bots stop working if I cancel?**[hashtag](https://help.botpenguin.com/subscription/subscription-plans#will-my-bots-stop-working-if-i-cancel) Bots continue working until the end of your billing cycle. chevron-right**Can I upgrade anytime?**[hashtag](https://help.botpenguin.com/subscription/subscription-plans#can-i-upgrade-anytime) Yes, upgrades are applied instantly. chevron-right**Can I get a refund?**[hashtag](https://help.botpenguin.com/subscription/subscription-plans#can-i-get-a-refund) There is no refund policy. ### [hashtag](https://help.botpenguin.com/subscription/subscription-plans#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. * * * [PreviousVoice Analyticschevron-left](https://help.botpenguin.com/analytics/analytics/voice-analytics) [NextWhatsapp Only Planschevron-right](https://help.botpenguin.com/subscription/whatsapp-only-plans) Last updated 1 month ago Was this helpful? * [Subscription](https://help.botpenguin.com/subscription/subscription-plans#subscription) * [Downgrade Your Subscription](https://help.botpenguin.com/subscription/subscription-plans#downgrade-your-subscription) * [FAQ](https://help.botpenguin.com/subscription/subscription-plans#faq) * [Need Help?](https://help.botpenguin.com/subscription/subscription-plans#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Whatsapp Only Plans | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#whatsapp-only-plans) WhatsApp-Only Plans The **WhatsApp-Only Plan** is designed for businesses that want to automate conversations, campaigns, and support exclusively on WhatsApp without using AI features. This plan provides all core WhatsApp automation capabilities, but **does not include AI components** in the chatflow and AI agents. * * * #### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#when-to-choose-a-whatsapp-only-plan) When to Choose a WhatsApp-Only Plan This plan is ideal if you: * Only want WhatsApp automation * Do not need AI responses * Want a lower-cost, focused messaging solution * Use structured chatflows instead of AI conversations * * * #### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#whats-not-included) What’s Not Included The following AI features are **not available** in WhatsApp-only plans: * AI chatflow components * AI agents * AI-generated responses All conversations will work using **predefined chatflows and automation logic only**. * * * #### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#how-to-access-whatsapp-only-plans) How to Access WhatsApp-Only Plans 1. Log in to your dashboard. 2. Go to **Subscriptions** from the left menu. 3. Click on the **Plan** tab. 4. Select the **WhatsApp** tab at the top. 5. Browse the available WhatsApp-only plans and switch the toggle to monthly or yearly to view the plans accordingly. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fp4q58QFfPqb9M3l5JGek%252Fimage.png%3Falt%3Dmedia%26token%3D999568cf-8e9e-4474-87a2-cac758bffb36&width=768&dpr=3&quality=100&sign=71995590&sv=2) 1. Click **Change Plan** to change the plan. 2. Change plan will initiate the plan change request. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCBOXaCdHlhcUzeQ0FA3F%252Fimage.png%3Falt%3Dmedia%26token%3D85ae9560-dadd-4836-94b8-38bed7d152b7&width=768&dpr=3&quality=100&sign=ea52fa58&sv=2) 1. A pop-up will appear to add your billing details if they are missing. 2. Click on the **"Update Billing"** button. 3. You will be redirected to the Billing screen. 4. Add your billing address and payment method. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRKtIzycRTK9t2KutSb68%252Fimage.png%3Falt%3Dmedia%26token%3Dca0625b7-f3ed-466e-b3e5-f2ddffceda2e&width=768&dpr=3&quality=100&sign=d509830b&sv=2) 1. After adding the details, go back to the "**Plans"** screen. 2. Select your desired plan and click on "**Change Plan" button**. 3. Click on the "**Upgrade"** button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPmATrI2BeLzzdm4tsFGc%252Fimage.png%3Falt%3Dmedia%26token%3Dd5337d79-7a24-444e-adb2-4195ddec6954&width=768&dpr=3&quality=100&sign=ce9153bb&sv=2) 1. You will be redirected to the payment gateway. 2. Choose your payment method and confirm the payment. 3. After successful payment, your account will be activated. * * * If you need AI-powered conversations later, you can upgrade to an **Omnichannel** from the **Subscriptions** section. ### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#faqs) FAQs chevron-right**What is a WhatsApp-Only plan?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#what-is-a-whatsapp-only-plan) A WhatsApp-Only plan is designed for businesses that want to automate conversations, campaigns, and support only on WhatsApp, without using any AI features. chevron-right**Does the WhatsApp-Only plan include AI features?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#does-the-whatsapp-only-plan-include-ai-features) No. AI chatflow components, AI agents, and AI-generated responses are not included. All conversations run through predefined chatflows and automation logic. chevron-right**Who should choose a WhatsApp-Only plan?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#who-should-choose-a-whatsapp-only-plan) This plan is ideal for businesses that: * Only want WhatsApp automation * Do not need AI responses * Prefer a lower-cost solution * Use structured chatflows instead of AI conversations chevron-right**How many WhatsApp Business numbers are required for this plan?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#how-many-whatsapp-business-numbers-are-required-for-this-plan) You need **two WhatsApp numbers**: * **Primary number** – used for customer conversations * **Automation number** – used for campaigns and automation chevron-right**What happens if my billing details are missing?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#what-happens-if-my-billing-details-are-missing) A pop-up will appear asking you to add your billing details. You must complete this step before upgrading the plan. chevron-right**Will my current data or bots be affected after upgrading?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#will-my-current-data-or-bots-be-affected-after-upgrading) No, your existing data, bots, and settings remain unchanged. Only your plan limits and features are updated. chevron-right**Can I switch between monthly and yearly billing during the upgrade?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#can-i-switch-between-monthly-and-yearly-billing-during-the-upgrade) Yes, while upgrading you can choose either **Monthly** or **Yearly** billing based on your preference. chevron-right**What should I do if my upgrade payment fails?**[hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#what-should-i-do-if-my-upgrade-payment-fails) Try the payment again using the same or a different payment method. If the issue continues, contact the support team for assistance. ### [hashtag](https://help.botpenguin.com/subscription/whatsapp-only-plans#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. [PreviousSubscription Planschevron-left](https://help.botpenguin.com/subscription/subscription-plans) [NextBuying Add-Onschevron-right](https://help.botpenguin.com/subscription/buying-add-ons) Last updated 1 month ago Was this helpful? * [WhatsApp-Only Plans](https://help.botpenguin.com/subscription/whatsapp-only-plans#whatsapp-only-plans) * [FAQs](https://help.botpenguin.com/subscription/whatsapp-only-plans#faqs) * [Need Help?](https://help.botpenguin.com/subscription/whatsapp-only-plans#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Managing My Account | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **My Account** section in BotPenguin is your central hub for managing both your **personal profile settings** and **account security**. From here, you can update user details, business information, and platform preferences, or securely change your login password. The page is divided into two key sub-sections: * **Account Settings** – Manage your profile image, email, contact information, business details, company size, and industry. [Accountchevron-right](https://help.botpenguin.com/settings/managing-my-account/account) * **Password Settings** – Update your current password to keep your account secure. [Passwordchevron-right](https://help.botpenguin.com/settings/managing-my-account/password) > Use the sidebar navigation to access either tab and make necessary updates. All changes are saved in real-time after clicking the **Submit** button. If you still have some questions for our team, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#e695939696899492a684899296838881938f88c885898b) . We will respond back within 48 business hours. [PreviousNotificationschevron-left](https://help.botpenguin.com/settings/notifications) [NextAccountchevron-right](https://help.botpenguin.com/settings/managing-my-account/account) Last updated 2 months ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Managing Custom Attribute | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#interactive-guide) Interactive Guide * * * ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#what-are-custom-attributes) What are Custom Attributes? Custom attributes are user-defined data fields that your chatbot can save and recall. In BotPenguin, a custom attribute is like a named variable or property attached to a user’s profile. For example, if you ask a user for their city in a chat flow, you can store that answer in a custom attribute called “city.” The bot will remember this information and can use it later in the conversation. Custom attributes let your chatbot capture and store specific information about each user, making it possible to personalize messages and experiences based on that data. * * * ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#benefits-of-using-custom-attributes) Benefits of using Custom Attributes: * **Personalized Conversations** – Tailor interactions by recalling user details like names or interests, making them feel recognized. * **Structured Data Collection** – Easily gather and organize user info (e.g., emails, preferences) in a structured way. * **Targeted Messaging** – Filter users by attributes for relevant broadcasts (e.g., special offers based on location or interests). * **Improved Engagement** – Use stored data to suggest products or answer questions, boosting satisfaction. * **Seamless Integrations** – Sync attributes with CRMs or APIs to automate workflows and enhance functionality. * * * ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#guidance-video) Guidance Video * * * ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#how-to-set-up-custom-attributes) How to Set up Custom Attributes: Follow these steps to set up a new custom attribute in BotPenguin: 1. Go to BotPenguin and sign in to your account. After logging in, you’ll see the main BotPenguin dashboard with navigation menus. 2. On the dashboard side menu, click the **More** button (often marked with three dots or a gear icon). ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8UosAsj1tvGZXfdhhhcn%252Fimage.png%3Falt%3Dmedia%26token%3D2d85783d-18b2-4bdd-a507-3af174fcfc02&width=768&dpr=3&quality=100&sign=bef8fa89&sv=2) 1. In the more section, click on the 2nd tab **Custom Attributes** . This takes you to the Custom Attributes page, where all your attributes are listed. (If this is your first time, the list may be empty.) On this page you can manage existing attributes or add new ones. 2. Click the **Add Attribute** (or **Add New Attribute**) button. A form will appear with fields to fill out: ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FyjmNpnQbIg1fxoFjxrky%252Fimage.png%3Falt%3Dmedia%26token%3De97b5d12-cc1b-4316-9587-6454d94a06a0&width=768&dpr=3&quality=100&sign=785f261c&sv=2) 1. Choose one of the following options: * **“To Save API Responses”** – Stores the responses received from the API. * **“To Map Chatbot Responses”** – Saves the chatbot’s responses within the flow. * **“To Save Agent Responses”** – Stores the responses provided by the agent. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FweEwjAl11xXio4cTiknv%252Fimage.png%3Falt%3Dmedia%26token%3Da051005c-9ba1-41c6-8651-5f5d29cc01d6&width=768&dpr=3&quality=100&sign=f1b8a638&sv=2) * **Attribute Key:** Enter a short, unique key name for the attribute. Use only lowercase letters with no spaces or special characters (for example, `city` or `email`). This key is how BotPenguin stores the data internally. * **Attribute Name:** Enter a friendly display name (e.g. `City` or `Email Address`). This is what you or other team members will see in the interface. * **Attribute Type:** Select the Attribute type. 1. Click on "Add Attribute" to add the attribute. And that's it, now you can use this custom attribute at any place you desire! * * * ### [hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#faqs) FAQ's: chevron-rightWhat are custom attributes?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#what-are-custom-attributes-1) Custom attributes are extra pieces of information you can collect and save about each user, like their city, favorite product, or subscription plan. chevron-rightWhy should I use custom attributes?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#why-should-i-use-custom-attributes) They help you personalize messages, filter contacts, and automate chatbot conversations based on user preferences or data. chevron-rightCan I dynamically update a custom attribute during a conversation?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#can-i-dynamically-update-a-custom-attribute-during-a-conversation) Yes. You can capture and update values through chat inputs using Question Blocks or automation rules, ensuring the attribute always reflects the latest information. chevron-rightWhat’s the difference between custom attributes and tags?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#whats-the-difference-between-custom-attributes-and-tags) Tags categorize users into groups (like labels), while custom attributes hold specific data (like age, plan type, or company name) that can be used in logic or personalization. chevron-rightCan I set default values for custom attributes if the user hasn't provided any?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#can-i-set-default-values-for-custom-attributes-if-the-user-hasnt-provided-any) Yes. You can configure fallback values using the `{{customAttribute || defaultValue}}` syntax in messages or set them via automation flows. chevron-rightIs it possible to use custom attributes for lead segmentation?[hashtag](https://help.botpenguin.com/settings/managing-custom-attribute#is-it-possible-to-use-custom-attributes-for-lead-segmentation) Absolutely. You can segment users based on attribute values—like filtering users by “Plan Type = Premium” or “Location = New York”—and send targeted messages accordingly. * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#c8bbbdb8b8a7babc88aaa7bcb8ada6afbda1a6e6aba7a5) . We will respond back within 48 business hours. [PreviousUsing Teams in Chatflowchevron-left](https://help.botpenguin.com/settings/users-and-teams-management/using-teams-in-chatflow) [NextManage Tagschevron-right](https://help.botpenguin.com/settings/manage-tags) Last updated 19 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/managing-custom-attribute#interactive-guide) * [What are Custom Attributes?](https://help.botpenguin.com/settings/managing-custom-attribute#what-are-custom-attributes) * [Benefits of using Custom Attributes:](https://help.botpenguin.com/settings/managing-custom-attribute#benefits-of-using-custom-attributes) * [Guidance Video](https://help.botpenguin.com/settings/managing-custom-attribute#guidance-video) * [How to Set up Custom Attributes:](https://help.botpenguin.com/settings/managing-custom-attribute#how-to-set-up-custom-attributes) * [FAQ's:](https://help.botpenguin.com/settings/managing-custom-attribute#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # API Access Token | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#interactive-guide) Interactive Guide ----------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#what-is-api-access-token) What is API Access Token ------------------------------------------------------------------------------------------------------------------------------- **API Access Token** is a secure key that allows developers to interact with BotPenguin’s platform APIs. It is used for authenticating third-party or custom applications with BotPenguin’s services. The token acts as a password for machines, enabling secure access without manual logins. * * * [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#benefits-of-using-the-api-access-token-section) Benefits of using the API Access Token Section --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- * **Secure access** to BotPenguin’s backend APIs without exposing your login credentials. * Enables **automation and integration** with third-party tools and systems. * Supports **scalable developer operations** and bot management via API endpoints. * * * [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#guidance-video) Guidance Video ----------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#how-to-use-the-api-access-token-section) How to use the API Access Token Section ------------------------------------------------------------------------------------------------------------------------------------------------------------- 1. **Navigate to “Developers”:** From the left navigation panel, click on **“More”,** then on **"Developer"** 2. **Select “API Access Token”:** Go to the **second tab** under Developers labeled **“API Access Token”**. 3. **Locate the Auto-Generated Token:** A unique token is generated and displayed automatically in a secure input box. 4. **Copy the Token:** Click on the **“Copy”** !\[📋\] button to copy the token to your clipboard. > Example: Click **“Copy”** to securely copy the key for use. 5. **Revoke and Regenerate the Token:** Click on **“Revoke API Token”** to immediately invalidate the current token and generate a new one. > Example: Click **“Revoke API Token”** to regenerate a fresh key instantly. 6. **Security Tip:** Treat the token like a password. Share it **only** with trusted parties. Regenerate it if exposed. * * * [hashtag](https://help.botpenguin.com/developers-guide/api-access-token#faqs) FAQ's ---------------------------------------------------------------------------------------- chevron-rightWhat is the use of an API Access Token?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#what-is-the-use-of-an-api-access-token) It enables secure access to BotPenguin APIs for third-party tools or custom scripts. chevron-rightHow can I regenerate my token?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#how-can-i-regenerate-my-token) Click on **“Revoke API Token”**. A new one will be auto-generated instantly. chevron-rightCan I have multiple API tokens?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#can-i-have-multiple-api-tokens) No. BotPenguin supports **only one active token** per user account at a time. chevron-rightIs the API token specific to a bot or account-wide?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#is-the-api-token-specific-to-a-bot-or-account-wide) It is tied to your **BotPenguin user account** and provides access across all your bots. chevron-rightCan I limit the scope of this token?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#can-i-limit-the-scope-of-this-token) Currently, scope-based restrictions are not supported. chevron-rightWhat should I do if I accidentally exposed my token?[hashtag](https://help.botpenguin.com/developers-guide/api-access-token#what-should-i-do-if-i-accidentally-exposed-my-token) Immediately click on **“Revoke API Token”** to invalidate the exposed token and generate a new one. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#9eedebeeeef1eceadefcf1eaeefbf0f9ebf7f0b0fdf1f3) . We will respond back within 48 business hours. [PreviousPOST Send Message APIchevron-left](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api/post-send-message-api) [NextUsing Third-Party APIs with BotPenguinchevron-right](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin) Last updated 3 months ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/developers-guide/api-access-token#interactive-guide) * [What is API Access Token](https://help.botpenguin.com/developers-guide/api-access-token#what-is-api-access-token) * [Benefits of using the API Access Token Section](https://help.botpenguin.com/developers-guide/api-access-token#benefits-of-using-the-api-access-token-section) * [Guidance Video](https://help.botpenguin.com/developers-guide/api-access-token#guidance-video) * [How to use the API Access Token Section](https://help.botpenguin.com/developers-guide/api-access-token#how-to-use-the-api-access-token-section) * [FAQ's](https://help.botpenguin.com/developers-guide/api-access-token#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Webhooks | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/developers-guide/webhooks#what-are-webhooks) What are Webhooks? ---------------------------------------------------------------------------------------------------------- A **webhook** is a way for one app to automatically send data to another app when something happens. Instead of checking for updates all the time, the receiving app gives a special URL, and the sending app sends information to that URL as soon as the event occurs. This helps automate tasks, keep data updated in real-time, and connect different systems without manual work. * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#how-to-use-webhooks-on-botpenguin) How to use Webhooks on BotPenguin: 1. Log into your BotPenguin account, and then go **Developer** section under the More section. 2. Click on the third tab to access the "Webhooks" section. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fz1CU8SjGkLyeC4iM6v3C%252Fimage.png%3Falt%3Dmedia%26token%3D00910c62-9d05-4faf-8050-ed41023718d2&width=768&dpr=3&quality=100&sign=f907c5e5&sv=2) 1. Here, the user has the options to configure webhooks for 3 types, WhatsApp, Instagram and Account Level. 2. Click on a card(WhatsApp, Instagram or Account Level) to configure the section. 3. Click on "Subscribe Webhooks". ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FhcqNTEvVudPGqNgh0jze%252Fimage.png%3Falt%3Dmedia%26token%3D784e709c-751e-46e9-824c-2c226ab3f18e&width=768&dpr=3&quality=100&sign=88cb74d&sv=2) 1. A small popup window will open up. Enter your Webhook Endpoint, and verification key. Then, select the bots that you want the webhooks to be triggered for. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUd0028PgsEpyLD25fZzd%252Fimage.png%3Falt%3Dmedia%26token%3Dca8f9306-ee38-4446-84e5-1142d43c1e81&width=768&dpr=3&quality=100&sign=3925c8e0&sv=2) 1. Once selected, the webhooks will be configured. Now, we can go into the specifics of each and select the ones to turn on. * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#whatsapp-webhooks) WhatsApp Webhook's ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FqolsMaySueorsNMx1YF3%252Fimage.png%3Falt%3Dmedia%26token%3Db2073a23-6371-4533-85a0-3b63e855639c&width=768&dpr=3&quality=100&sign=961f8d09&sv=2) 1. There are many webhooks that have been created for WhatsApp. Some of them are as follows: Failed Message Tells when a message could not be delivered Account Alerts Tells when your account does not meet our notability requirements. You can edit the display name and submit another request after 30 days. Account Review Update Tells when account review request gets approved. Account Update Update on the business verification of the WhatsApp account. Business Capability Update Updates on the max daily limits per day Business Status Update Updates the status of the business Template Quality Update Updates on the template quality. Template Status Update Tells of the approval status of the template. Messages Tells of the messages that are recieved. Phone Number Name Update Updates you when the name related to a phone number is updated Phone Number Quality Update Tells of the plan quality of a new user. Security Tells information regarding the security of the PIN's. Template Category Update Updates the template category. 1. To edit any webhook, click on the "Edit Webhook Subscription" button. 2. To disconnect the webhook, turn off the status of the webhook. To disconnect all the webhooks status, click on the "Unsubscribe Webhooks" button and confirm the unhook process. * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#instagram-webhook) Instagram Webhook ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fhg90KT8B8YqinOcnM7Mf%252Fimage.png%3Falt%3Dmedia%26token%3Dc3c07d41-237e-4d0d-98a7-7b133ea4ad51&width=768&dpr=3&quality=100&sign=54ede8a3&sv=2) 1. Instagram webhooks work similar in manner to WhatsApp Webhooks. 2. To edit any webhook subscription, click on the "Edit Webhook Subscription" button. 3. To disconnect the webhook, turn off the status of the webhook. To disconnect all the webhooks status, click on the "Unsubscribe Webhooks" button and confirm the unhook process. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fz6QDXlYgmPkHQw1tpHOd%252Fimage.png%3Falt%3Dmedia%26token%3D8b211bed-617e-49b9-81f1-6b33c6468e99&width=768&dpr=3&quality=100&sign=387f341&sv=2) * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#website-webhooks) Website Webhooks ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwGevw7tPXeFvZDQHoAf4%252Fimage.png%3Falt%3Dmedia%26token%3D37e33ec5-509a-449a-a7a1-a5b83c3dc5f6&width=768&dpr=3&quality=100&sign=96a81b69&sv=2) 1. To subscribe to the website webhooks, first go the website card on the developers section. 2. Click on the "Subscribe Webhook" button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVbaI24c3LWWnYoYuMuCB%252Fimage.png%3Falt%3Dmedia%26token%3Db3bd764b-f797-488c-a2e2-5430ed325f3e&width=768&dpr=3&quality=100&sign=ca1eab20&sv=2) 1. Enter the webhook, verification token, and choose the bot for which the webhook will work. 2. Once all the details are filled, click on the "Subscribe" token. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8LtvSLLzJvzEqx409atX%252Fimage.png%3Falt%3Dmedia%26token%3De4048385-4442-4363-baa1-4cee6ca2782d&width=768&dpr=3&quality=100&sign=5c1cf71f&sv=2) 1. Once the webhook is successfully subscribed, the user will have the option to opt for the following webhooks Webhook Name Use Case Incoming Messages Triggered when a message is incoming on the particular bot OutGoing Messages Triggered when a message is outgoing from the particular bot * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#telegram-webhooks) Telegram Webhooks ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwGevw7tPXeFvZDQHoAf4%252Fimage.png%3Falt%3Dmedia%26token%3D37e33ec5-509a-449a-a7a1-a5b83c3dc5f6&width=768&dpr=3&quality=100&sign=96a81b69&sv=2) 1. To subscribe to the Telegram webhooks, first go the telegram card on the developers section. 2. Click on the "Subscribe Webhook" button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVbaI24c3LWWnYoYuMuCB%252Fimage.png%3Falt%3Dmedia%26token%3Db3bd764b-f797-488c-a2e2-5430ed325f3e&width=768&dpr=3&quality=100&sign=ca1eab20&sv=2) 1. Enter the webhook, verification token, and choose the bot for which the webhook will work. 2. Once all the details are filled, click on the "Subscribe" token. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Ff8uwGDD9wepxoixjhcau%252Fimage.png%3Falt%3Dmedia%26token%3D9d356fbb-7bb1-4d8e-8e33-959e5306003d&width=768&dpr=3&quality=100&sign=bc630d81&sv=2) 1. Once the webhook is successfully subscribed, the user will have the option to opt for the following webhooks Webhook Name Use Case Incoming Messages Triggered when a message is incoming on the particular bot OutGoing Messages Triggered when a message is outgoing from the particular bot * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#facebook-webhooks) Facebook Webhooks ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FwGevw7tPXeFvZDQHoAf4%252Fimage.png%3Falt%3Dmedia%26token%3D37e33ec5-509a-449a-a7a1-a5b83c3dc5f6&width=768&dpr=3&quality=100&sign=96a81b69&sv=2) 1. To subscribe to the website webhooks, first go the website card on the developers section. 2. Click on the "Subscribe Webhook" button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FVbaI24c3LWWnYoYuMuCB%252Fimage.png%3Falt%3Dmedia%26token%3Db3bd764b-f797-488c-a2e2-5430ed325f3e&width=768&dpr=3&quality=100&sign=ca1eab20&sv=2) 1. Enter the webhook, verification token, and choose the bot for which the webhook will work. 2. Once all the details are filled, click on the "Subscribe" token. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8LtvSLLzJvzEqx409atX%252Fimage.png%3Falt%3Dmedia%26token%3De4048385-4442-4363-baa1-4cee6ca2782d&width=768&dpr=3&quality=100&sign=5c1cf71f&sv=2) 1. Once the webhook is successfully subscribed, the user will have the option to opt for the following webhooks Webhook Name Use Case Incoming Messages Triggered when a message is incoming on the particular bot OutGoing Messages Triggered when a message is outgoing from the particular bot ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#account-level-webhooks) Account Level Webhooks ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fk56GhWBAXzQA4z8eym5D%252Fimage.png%3Falt%3Dmedia%26token%3Dec55cef0-d932-416a-a42d-85f6b99520fe&width=768&dpr=3&quality=100&sign=306a06b5&sv=2) Webhook Name Use Case Message limit exhausted Notifies the customer when their available message quota has been fully utilized. Customers can customize this notification to trigger when a certain percentage of their plan has been exhausted. Conversation limit exhausted Alerts the customer when their WhatsApp conversation limit is reached. Plan expired Sends a notification when the customer's subscription plan has expired. Account freeze Notifies the customer when their account is temporarily frozen due to non-payment or policy violations. * * * ### [hashtag](https://help.botpenguin.com/developers-guide/webhooks#faqs) FAQ's These are the commonly asked questions regarding Webhooks: chevron-rightWhat are webhooks in BotPenguin?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#what-are-webhooks-in-botpenguin) Webhooks are automated callbacks that notify your system in real-time when specific events occur on BotPenguin, such as message delivery failures or subscription changes. chevron-rightWhich platforms do BotPenguin webhooks support?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#which-platforms-do-botpenguin-webhooks-support) Webhooks are supported for WhatsApp, Instagram, and application-level events within the BotPenguin ecosystem. chevron-rightWhat kind of events can trigger a webhook?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#what-kind-of-events-can-trigger-a-webhook) Events include failed message delivery, auto-reply execution, message limit exhaustion, conversation usage updates, subscription expiry, and account freezes. chevron-rightAre webhooks real-time?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#are-webhooks-real-time) Yes. BotPenguin webhooks are designed to send event notifications immediately as they occur. chevron-right**What format does the webhook payload use?**[hashtag](https://help.botpenguin.com/developers-guide/webhooks#what-format-does-the-webhook-payload-use) Webhook payloads are sent in JSON format, containing structured data about the triggered event. chevron-rightHow can I test if my webhook is working?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#how-can-i-test-if-my-webhook-is-working) BotPenguin provides testing options within the webhook configuration section, allowing you to simulate event triggers and validate your endpoint setup. chevron-rightWhat should I do if my webhook endpoint fails?[hashtag](https://help.botpenguin.com/developers-guide/webhooks#what-should-i-do-if-my-webhook-endpoint-fails) Ensure your endpoint URL is active and accessible. BotPenguin may retry failed deliveries, but persistent failures will require you to debug and update your configuration. * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#21525451514e535561434e5551444f4654484f0f424e4c) . We will respond back within 48 business hours. [PreviousUsing Third-Party APIs with BotPenguinchevron-left](https://help.botpenguin.com/developers-guide/using-third-party-apis-with-botpenguin) [NextRecovering Your Restricted Meta Accountchevron-right](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account) Last updated 2 months ago Was this helpful? * [What are Webhooks?](https://help.botpenguin.com/developers-guide/webhooks#what-are-webhooks) * [How to use Webhooks on BotPenguin:](https://help.botpenguin.com/developers-guide/webhooks#how-to-use-webhooks-on-botpenguin) * [WhatsApp Webhook's](https://help.botpenguin.com/developers-guide/webhooks#whatsapp-webhooks) * [Instagram Webhook](https://help.botpenguin.com/developers-guide/webhooks#instagram-webhook) * [Website Webhooks](https://help.botpenguin.com/developers-guide/webhooks#website-webhooks) * [Telegram Webhooks](https://help.botpenguin.com/developers-guide/webhooks#telegram-webhooks) * [Facebook Webhooks](https://help.botpenguin.com/developers-guide/webhooks#facebook-webhooks) * [Account Level Webhooks](https://help.botpenguin.com/developers-guide/webhooks#account-level-webhooks) * [FAQ's](https://help.botpenguin.com/developers-guide/webhooks#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Current Plan | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Current Plan** screen lets you view your active subscription details, usage, and plan limits in one place. **Path:** Subscription → Current Plan ### [hashtag](https://help.botpenguin.com/subscription/current-plan#what-you-can-see-on-this-screen) What You Can See on This Screen ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fd6fCxJqoUFR5QTpLKZSE%252Fimage.png%3Falt%3Dmedia%26token%3D8f15ff55-5552-44ab-9cd5-e3b4177d55d6&width=768&dpr=3&quality=100&sign=8dfd6165&sv=2) #### [hashtag](https://help.botpenguin.com/subscription/current-plan#id-1.-current-plan-details) 1\. Current Plan Details This section shows the key information about your active plan, including: * **Items** – Displays your currently active Subscription Plan. * **Started On** – Displays when the plan was activated. * **Next Due On** – The next billing or renewal date. * **Base Price** – The cost of the selected plan. * **Total Amount** – Final payable amount after taxes or add-ons. * **Status** – Active, Expired, or Pending. * **Type** – Subscription and Add-on plan. * **Limit-** Displays the limit of your account. * **Upgrade Now-** Allows you to upgrade your plan You can click the **info icon** to view detailed plan limits and inclusions. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FoxfPwcNF3QlldWZjokBz%252Fimage.png%3Falt%3Dmedia%26token%3D6a31ce84-fcee-4cf0-a270-238fe9f738f3&width=768&dpr=3&quality=100&sign=fbf37141&sv=2) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F9CFRwcOTcfJ00zdKAXhy%252Fimage.png%3Falt%3Dmedia%26token%3D4a6944dc-62de-488a-b901-422e79ea732c&width=768&dpr=3&quality=100&sign=d2d16234&sv=2) ### [hashtag](https://help.botpenguin.com/subscription/current-plan#upgrade-your-subscription) Upgrade Your Subscription To upgrade your plan: 1. Click the **“Upgrade Now”** button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FH2V7afT7J7skBR5PqqIi%252Fimage.png%3Falt%3Dmedia%26token%3Db76210ea-b266-40b4-9b14-4f205d0b6b2b&width=768&dpr=3&quality=100&sign=587e4960&sv=2) 1. You will be redirected to the **Plans** screen where you can view all available plans. 2. Compare the plans and their features. 3. Select your preferred Monthly or Yearly billing option. 4. Click on **“Change Plan”** button on the plan you want. 5. You will then see the details of your **current plan** and the **new plan**. Review the information and click the **Upgrade** button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRXUy2hyGItd2MiN7BXws%252Fimage.png%3Falt%3Dmedia%26token%3Da0db99f9-b88b-4d60-a9fd-130336b166c0&width=768&dpr=3&quality=100&sign=af0fdd9e&sv=2) 1. Complete the payment using any of the available payment methods. * * * #### [hashtag](https://help.botpenguin.com/subscription/current-plan#id-2.-usage-summary) 2\. Usage Summary This section shows how much of your plan resources you have used. Each item displays: * **Used amount** * **Total limit** * **Progress bar** for quick visual tracking Metric Description **Messages** Total number of messages sent and received across all supported channels (website, WhatsApp, Facebook, etc.) within the billing or reporting period. **WhatsApp Messages** Total number of messages exchanged specifically on the WhatsApp channel, including both incoming user messages and outgoing bot or agent messages. **Voice Minutes** Total duration of voice calls where the user initiates a live call and interacts directly with a human agent. The minutes are calculated based on the total call duration between the user and the agent. **AI Voice Minutes** Total minutes of voice conversations specifically handled by the AI voice agent, excluding human agent calls. **WhatsApp Bots** Number of active bots deployed on the WhatsApp channel under the account. **Website Bots** Number of bots installed and running on website chat widgets. **Facebook Bots** Number of bots connected to Facebook Messenger pages. **Telegram Bots** Number of bots integrated with Telegram accounts or channels. **Instagram Bots** Number of bots connected to Instagram messaging. **Team Members** Total number of users or agents added to the platform with access to the account. This may include admins, agents, and other roles. **Integrations** Number of active third-party or channel integrations connected to the account (e.g., WhatsApp, CRM, calendar, payment systems). **Total Bots** Overall count of all bots created across all channels within the account. **AI Messages** Total number of messages generated or handled by the AI agent, including responses created using AI across channels. **Whitelabel Bot License** License that allows removal of the “Powered by BotPenguin” branding from the bot interface, enabling partners or customers to use the platform under their own branding. Once payment is successful: * The new plan is activated immediately * Limits and features are updated in real time ### [hashtag](https://help.botpenguin.com/subscription/current-plan#faqs) FAQs chevron-right**Where can I view my current subscription details?**[hashtag](https://help.botpenguin.com/subscription/current-plan#where-can-i-view-my-current-subscription-details) Go to **Subscription → Current Plan** to see your active plan, usage summary, limits, and billing details. chevron-right**What information is shown in the Usage Summary?**[hashtag](https://help.botpenguin.com/subscription/current-plan#what-information-is-shown-in-the-usage-summary) The Usage Summary displays how much of your plan resources you have used, such as messages, bots, integrations, AI usage, team members, and more. It also shows the total limits and a progress bar for each item. chevron-right**How can I check the limits of my current plan?**[hashtag](https://help.botpenguin.com/subscription/current-plan#how-can-i-check-the-limits-of-my-current-plan) Click the **info icon** next to the plan details to view the limits and features included in your plan. chevron-right**How do I upgrade my plan?**[hashtag](https://help.botpenguin.com/subscription/current-plan#how-do-i-upgrade-my-plan) * Go to **Subscription → Current Plan**. * Click **Upgrade Now**. * Select a new plan. * Choose **Monthly** or **Yearly** billing. * Click **Change Plan**. * Click **Initiate Payment** and complete the payment. chevron-right**What happens after I upgrade my plan?**[hashtag](https://help.botpenguin.com/subscription/current-plan#what-happens-after-i-upgrade-my-plan) Once the payment is successful, the new plan is activated immediately. Your limits and features are updated in real time. chevron-right**Will my current data or bots be affected after upgrading?**[hashtag](https://help.botpenguin.com/subscription/current-plan#will-my-current-data-or-bots-be-affected-after-upgrading) No, your existing data, bots, and settings remain unchanged. Only your plan limits and features are updated. chevron-right**Can I switch between monthly and yearly billing during the upgrade?**[hashtag](https://help.botpenguin.com/subscription/current-plan#can-i-switch-between-monthly-and-yearly-billing-during-the-upgrade) Yes, while upgrading you can choose either **Monthly** or **Yearly** billing based on your preference. chevron-right**What should I do if my upgrade payment fails?**[hashtag](https://help.botpenguin.com/subscription/current-plan#what-should-i-do-if-my-upgrade-payment-fails) Try the payment again using the same or a different payment method. If the issue continues, contact the support team for assistance. ### [hashtag](https://help.botpenguin.com/subscription/current-plan#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. [PreviousBuying Add-Onschevron-left](https://help.botpenguin.com/subscription/buying-add-ons) [NextManaging Billing & Invoiceschevron-right](https://help.botpenguin.com/subscription/managing-billing-and-invoices) Last updated 1 month ago Was this helpful? * [What You Can See on This Screen](https://help.botpenguin.com/subscription/current-plan#what-you-can-see-on-this-screen) * [Upgrade Your Subscription](https://help.botpenguin.com/subscription/current-plan#upgrade-your-subscription) * [FAQs](https://help.botpenguin.com/subscription/current-plan#faqs) * [Need Help?](https://help.botpenguin.com/subscription/current-plan#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Inbox/Chats | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#interactive-guide) Interactive Guide: -------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#what-is-the-inbox) What is the Inbox? -------------------------------------------------------------------------------------------------------- The **Inbox** is where you can view, manage, and respond to all the conversations your chatbot handles. It acts as a unified space for communication across different platforms connected to BotPenguin. Whether the messages come from your website chatbot, WhatsApp, Facebook Messenger, or other integrated platforms — the Inbox keeps them all organized in one place. * * * [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#benefits-of-using-the-inbox) Benefits of Using the Inbox: ---------------------------------------------------------------------------------------------------------------------------- * **Unified Conversation View**: All chats from your website, WhatsApp, Messenger, and other channels appear in one place, so you never have to switch tabs. * **User Details Panel**: Each chat shows important user information such as name, contact, and the channel they came from, helping you answer with context. * **Search & Filters**: Powerful tools to quickly locate past chats or narrow down conversations by channel, date, or keyword. * * * [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#video-guide) Video Guide ------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#managing-inbox) Managing Inbox: -------------------------------------------------------------------------------------------------- 1. To manage your chatbot, you need to first visit the **BotPenguin Dashboard:** [https://app.botpenguin.com/homearrow-up-right](https://app.botpenguin.com/home) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FX57s4X09miOPc8nEUI3o%252Fimage.png%3Falt%3Dmedia%26token%3D3d4106a6-2ac3-4255-9ea2-60300a8fa3ca&width=768&dpr=3&quality=100&sign=1159e&sv=2) 1. Click on **“Inbox”** to view all the chats. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fndwul9j9UOA5LEtMnjcL%252Fimage.png%3Falt%3Dmedia%26token%3Db5bf126f-6563-43e4-872f-95eda97b2a9d&width=768&dpr=3&quality=100&sign=24823e06&sv=2) 1. You can view all the chats across all your chatbots here. 1. You can select any chat you want by clicking on ☑️ icon. 2. **Status:** You can assign status to any specific chat like Inprogress, Reviewed or Closed. You can also create your own status according to your requirements. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPXh2vRpJOzk4KIy0lFmx%252Fimage.png%3Falt%3Dmedia%26token%3Ddcb742a2-65b4-4420-8d63-be75b22d90c1&width=768&dpr=3&quality=100&sign=c0deccf3&sv=2) 1. You can assign a status by selecting it from the dropdown menu. 2. You can mark the status of any chat as **“Closed”** by either selecting it from dropdown menu or clicking on the marked button. 3. **Create Status:** Click on Create status to start creating new status. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2MFIdxuZ8TRQ9b6cqAW9%252Fimage.png%3Falt%3Dmedia%26token%3Dc1f70775-b46f-4c81-afb0-8f95b01f643b&width=768&dpr=3&quality=100&sign=b9d21e2f&sv=2) 1. Here you can see all your status you have created. Click on **“Create Status”.** ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fpn8W2kSkVR07lHh35oBL%252Fimage.png%3Falt%3Dmedia%26token%3D57a9d4a8-1160-4ca8-8001-db62934177f3&width=768&dpr=3&quality=100&sign=87fbca40&sv=2) 1. Enter Status Name and select the status color code Then click on **“Create Status”.** 2. **Assign:** You can assign any chat to any of your agents. Assigned agent will have the entire access for this chat. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FeZi84I6ru4sAVyP1Kqpq%252Fimage.png%3Falt%3Dmedia%26token%3D9169ce36-e092-412b-a831-6f648044d6c1&width=768&dpr=3&quality=100&sign=7b1068c7&sv=2) 1. You can assign a status by selecting it from the dropdown menu or by clicking the marked button. 2. Create Agent: Click on Create Agent to start creating new agent ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRhQJcvmYPMYP0bqPgT3b%252Fimage.png%3Falt%3Dmedia%26token%3D52b530f7-eeb7-4628-9973-c8e87fd3d7db&width=768&dpr=3&quality=100&sign=d8eed49b&sv=2) 1. Click on **“Add Team Member”** to start adding new team member. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FRYhAjOxNF4dshgGDon7b%252Fimage.png%3Falt%3Dmedia%26token%3D569ce1fd-2afc-42c8-8d66-10bbddcefe82&width=768&dpr=3&quality=100&sign=1a4e0492&sv=2) 1. Enter all the details of your team member. 1. **Select Lead Visibility:** Select whether you want to give access to all chats or only to assigned chats. 2. Select Lead Reassign Permission: * * * [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#tags) Tags: ------------------------------------------------------------------------------ ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJG3WRL1OptGUAQ5vOY0U%252Fimage.png%3Falt%3Dmedia%26token%3D2fc0d602-1569-4844-bb98-bd3c15d22ef1&width=768&dpr=3&quality=100&sign=eb7aaa4c&sv=2) 1. You can add tag to any chat by selecting from dropdown menu or by clicking the marked button. 2. You can export the entire data by clicking on the below marked button. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FhpWVWwnsF3NP5A0xKyUc%252Fimage.png%3Falt%3Dmedia%26token%3D22ff90dc-5184-4c49-bb32-4f9fd7be5a60&width=768&dpr=3&quality=100&sign=7a721f03&sv=2) 1. **Filter:** You can apply filters to view the leads according to your requirements. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fdt4esjtJSXPiduD0mXFI%252Fimage.png%3Falt%3Dmedia%26token%3D4728e617-5ef0-4eac-a035-e1747e45a81d&width=768&dpr=3&quality=100&sign=c3b3d2c7&sv=2) 1. Orders: Click on **“Orders”** to view all your orders. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FDBjwKRjF9BWhAlgpgUCg%252Fimage.png%3Falt%3Dmedia%26token%3D13068903-16d7-455d-bbde-f4339d481c6f&width=768&dpr=3&quality=100&sign=23d06a0a&sv=2) 1. You can assign **“Status”** and **“Tag”** to your orders. 2. **Contacts:** You can view all your Leads/Contacts here. * **Contacts:** Contacts are the new customers who have shared their contact information during a chat with the bot. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F0zrGAqZ8LY7VpHkewatg%252Fimage.png%3Falt%3Dmedia%26token%3Dd3a662f4-2d33-44c3-8b1f-e83597ba93f1&width=768&dpr=3&quality=100&sign=5221f5f4&sv=2) 1. **Groups:** You can group your leads. 2. You can view all your groups you have created here. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FlVbNnnWIfeOK294MbQap%252Fimage.png%3Falt%3Dmedia%26token%3D65e0110d-d51e-4963-a8dd-26c89f4ef4bc&width=768&dpr=3&quality=100&sign=cf33082d&sv=2) 1. **Create Group** 2. Enter Group Name. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FM0AL0ksTTaOPduehPIKP%252Fimage.png%3Falt%3Dmedia%26token%3D3d738bca-a98e-49a1-a985-276fcb174422&width=768&dpr=3&quality=100&sign=4294c09e&sv=2) 1. Then select the filter and all the contacts that fall under this filter criteria will be added. 2. You can also assign leads to any specific group. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F2oqzkhqZ0SZJ2BvGgEI7%252Fimage.png%3Falt%3Dmedia%26token%3D0d5a9cb6-c81b-453e-8eea-ad7a8bc3f7f3&width=768&dpr=3&quality=100&sign=73ce0cc1&sv=2) 1. Select the group using the dropdown menu. * * * ### [hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#faqs) FAQ's: Here are some commonly asked questions regarding Inbox: chevron-rightHow long are my chats retained?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#how-long-are-my-chats-retained) Chat are based on your plan with BotPenguin. They can be retained from 30 days(for the Baby and Little Plan) to upto Lifetime Retainment (King, Emperor Plan) chevron-rightCan I assign multiple statuses to a single chat?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#can-i-assign-multiple-statuses-to-a-single-chat) No, each chat can only have one active status at a time. You can update it as the conversation progresses. chevron-rightIs it possible to automate assigning statuses based on user actions?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#is-it-possible-to-automate-assigning-statuses-based-on-user-actions) Currently, status assignment is manual. Automation may require integration with custom workflows or external tools. chevron-rightWhat’s the difference between “Reviewed” and “Closed” status?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#whats-the-difference-between-reviewed-and-closed-status) "Reviewed" means the chat has been looked into but may require follow-up. "Closed" means the conversation is considered complete. chevron-rightHow many custom statuses can I create?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#how-many-custom-statuses-can-i-create) There's no hard limit, but for clarity and performance, it's best to keep your list concise and meaningful. chevron-rightCan chats be reassigned from one agent to another?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#can-chats-be-reassigned-from-one-agent-to-another) Yes, agents with lead reassign permission can reallocate chats to different team members. chevron-rightWhat happens if no agent is assigned to a chat?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#what-happens-if-no-agent-is-assigned-to-a-chat) Unassigned chats remain visible in the inbox but may be missed without proper filters or notifications set up. chevron-rightCan I export chats with filters applied (e.g., only "Closed" chats)?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#can-i-export-chats-with-filters-applied-e.g.-only-closed-chats) Yes, use the filter to view specific chats, then click the export button to download filtered data. chevron-rightWhat are tags used for, and can they be customized?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#what-are-tags-used-for-and-can-they-be-customized) Tags are used to categorize chats by topic, urgency, department, etc. You can customize and apply them as needed. chevron-rightWhat’s the difference between Contacts and Leads?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#whats-the-difference-between-contacts-and-leads) In BotPenguin, **Contacts** are users who’ve provided their information, whereas **Leads** may refer more broadly to potential customers in your funnel. chevron-rightWhat is the purpose of creating groups under Contacts?[hashtag](https://help.botpenguin.com/inbox-chats/inbox-chats#what-is-the-purpose-of-creating-groups-under-contacts) Groups help you segment leads for targeted communication or follow-ups. You can assign leads based on filters like location, behavior, or tag. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#c7b4b2b7b7a8b5b387a5a8b3b7a2a9a0b2aea9e9a4a8aa) . We will respond back within 48 business hours. [PreviousHow To Transfer A Chat To Another Agentchevron-left](https://help.botpenguin.com/ai-agents/creating-ai-agents-in-botpenguin/how-to-transfer-a-chat-to-another-agent) [NextChats windowchevron-right](https://help.botpenguin.com/inbox-chats/inbox-chats/chats-window) Last updated 3 months ago Was this helpful? * [Interactive Guide:](https://help.botpenguin.com/inbox-chats/inbox-chats#interactive-guide) * [What is the Inbox?](https://help.botpenguin.com/inbox-chats/inbox-chats#what-is-the-inbox) * [Benefits of Using the Inbox:](https://help.botpenguin.com/inbox-chats/inbox-chats#benefits-of-using-the-inbox) * [Video Guide](https://help.botpenguin.com/inbox-chats/inbox-chats#video-guide) * [Managing Inbox:](https://help.botpenguin.com/inbox-chats/inbox-chats#managing-inbox) * [Tags:](https://help.botpenguin.com/inbox-chats/inbox-chats#tags) * [FAQ's:](https://help.botpenguin.com/inbox-chats/inbox-chats#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Notifications | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/settings/notifications#overview) 📌 Overview The **Notifications** section in BotPenguin helps you stay informed about important activities such as new chat requests, user messages, live chat requests, and new lead creation. You can view all notifications in one place and customize how and when you receive them. * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#notifications-dashboard) 🔔 Notifications Dashboard The **Notifications** tab displays a complete list of alerts generated by your bots and users. #### [hashtag](https://help.botpenguin.com/settings/notifications#what-youll-see) What You’ll See Each notification includes: * **Type** – Nature of the notification (e.g., New Chat Request) * **Message** – Details about the activity * **Action Status** – Accepted or Rejected (for actionable notifications) * **Timestamp** – Date and time when the event occurred #### [hashtag](https://help.botpenguin.com/settings/notifications#supported-notification-types) Supported Notification Types * New Chat Request * User Messages * Live Chat Requests * New Lead Creation ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJ9cxdOAkoTqVo8eC4e7Y%252Fimage.png%3Falt%3Dmedia%26token%3D015f9c5d-02ea-48e9-b346-0a2bebcf52e1&width=768&dpr=3&quality=100&sign=3d54eb9d&sv=2) * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#chat-request-actions) 🟢 Chat Request Actions For **New Chat Requests**, you can take immediate action: * **Accept** – Start the conversation with the user * **Reject** – Decline the chat request Once an action is taken, the status is clearly shown as **Accepted** or **Rejected**. * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#notification-settings) ⚙️ Notification Settings The **Notification Settings** tab allows you to customize which notifications you want to receive and how you receive them. Navigate to: **More** **→ Notifications → Notification Settings** * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#customize-notifications) 🛠 Customize Notifications You can configure notifications separately for different events. * * * #### [hashtag](https://help.botpenguin.com/settings/notifications#id-1.-user-message-notifications) 1\. User Message Notifications Receive alerts whenever a user sends a message. **Available Settings** * Receive notifications for: * All Users * Assigned users * **Desktop Notifications** – Enable/disable browser alerts * **Mobile Push Notifications** – Enable/disable mobile alerts Click **Update** to save changes. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQzfwW05wzBybkwfcjh5x%252Fimage.png%3Falt%3Dmedia%26token%3D8d24aae9-1841-4011-ba52-7be53a4c7dcb&width=768&dpr=3&quality=100&sign=e21f0188&sv=2) * * * #### [hashtag](https://help.botpenguin.com/settings/notifications#id-2.-live-chat-request-notifications) 2\. Live Chat Request Notifications Get notified whenever a user requests a live chat with an agent. **Available Settings** * Desktop Notifications toggle * Mobile Push Notifications toggle This ensures you never miss a live chat opportunity. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FIoDFrZpSdza5Kxms7txI%252Fimage.png%3Falt%3Dmedia%26token%3D1ae00804-f471-4997-8e7d-382ce6604f3f&width=768&dpr=3&quality=100&sign=e6c9f5fa&sv=2) * * * #### [hashtag](https://help.botpenguin.com/settings/notifications#id-3.-new-lead-notifications) 3\. New Lead Notifications Receive alerts when a new lead is created via bot interactions. **Available Settings** * Desktop Notifications toggle * Mobile Push Notifications toggle Ideal for sales and marketing teams to act quickly on new leads. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FI8fcarIRfItRasZuTgoL%252Fimage.png%3Falt%3Dmedia%26token%3D9af74dd5-51b3-4cc5-9540-0897e4ccc345&width=768&dpr=3&quality=100&sign=a4650a74&sv=2) * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#saving-or-discarding-changes) 💾 Saving or Discarding Changes * **Update** – Saves your notification preferences * **Discard** – Reverts changes to the last saved state * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#notification-delivery-channels) 🔔 Notification Delivery Channels BotPenguin supports: * **Desktop Notifications** (browser-based) * **Mobile Push Notifications** You can enable either or both based on your preference. * * * ### [hashtag](https://help.botpenguin.com/settings/notifications#best-practices) 🧪 Best Practices * Enable **Live Chat Request notifications** for faster response times * Turn on **New Lead notifications** for sales follow-ups * Use desktop notifications during work hours * Use mobile push notifications for on-the-go alerts [PreviousZoho CRMchevron-left](https://help.botpenguin.com/settings/integrations/zoho-crm) [NextManaging My Accountchevron-right](https://help.botpenguin.com/settings/managing-my-account) Last updated 19 days ago Was this helpful? * [📌 Overview](https://help.botpenguin.com/settings/notifications#overview) * [🔔 Notifications Dashboard](https://help.botpenguin.com/settings/notifications#notifications-dashboard) * [🟢 Chat Request Actions](https://help.botpenguin.com/settings/notifications#chat-request-actions) * [⚙️ Notification Settings](https://help.botpenguin.com/settings/notifications#notification-settings) * [🛠 Customize Notifications](https://help.botpenguin.com/settings/notifications#customize-notifications) * [💾 Saving or Discarding Changes](https://help.botpenguin.com/settings/notifications#saving-or-discarding-changes) * [🔔 Notification Delivery Channels](https://help.botpenguin.com/settings/notifications#notification-delivery-channels) * [🧪 Best Practices](https://help.botpenguin.com/settings/notifications#best-practices) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Changing a Whatsapp bots number | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close Changing your WhatsApp bot number requires disconnecting the existing number and integrating a new one. WhatsApp does not allow replacing a number directly on an active integration. * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#before-you-begin-important) Before You Begin (Important) * You must have **access to the new WhatsApp number**. * The new number **must not be already connected** to another WhatsApp Business API account. * Ensure you have the **OTP access** for the new number. * Existing chats and history **will not transfer** to the new number. ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#steps-to-release-delete-a-whatsapp-bot-number) Steps to Release (Delete) a WhatsApp Bot Number #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#step-1-remove-the-number-from-meta-facebook-business) Step 1: Remove the Number from Meta (Facebook Business) 1. Go to **business.facebook.com** and log in 2. Select the **Business Portfolio** where the WhatsApp bot was created 3. Click on **Business Settings** 4. From the left sidebar, select **WhatsApp Accounts** 5. Choose the WhatsApp account linked to your bot 6. Scroll down and click **WhatsApp Manager** 7. Open the **Phone Numbers** section 8. Locate the number you want to release 9. Click **Delete** 10. If prompted, select a reason and **confirm deletion** [❎Deleting a WhatsApp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number/deleting-a-whatsapp-bot) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPV8kDqwm1Gicjwh7EhXt%252Fimage.png%3Falt%3Dmedia%26token%3Dd65608f3-3de2-4227-bf63-12801ec0e7b1&width=768&dpr=3&quality=100&sign=180de6ba&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#step-2-delete-the-whatsapp-bot-in-botpenguin) Step 2: Delete the WhatsApp Bot in BotPenguin 1. Log in to your **BotPenguin Dashboard** 2. Go to Bots 3. Open the WhatsApp bot associated with the deleted number 4. Delete or disconnect the WhatsApp bot Once this is done, the number is fully released from BotPenguin. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F4Ey42rRqf9izmDl2yQ4I%252Fimage.png%3Falt%3Dmedia%26token%3Dd887eab5-a81b-4964-9f74-c3344d705818&width=768&dpr=3&quality=100&sign=843f54f0&sv=2) #### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#step-3-create-a-new-whatsapp-bot-with-the-new-number) Step 3: Create a New WhatsApp Bot with the New Number 1. Go to **Bots** 2. Click **Create Whatsapp Bot** 3. Select **WhatsApp** as the channel 4. Enter and verify the **new WhatsApp number** (OTP required) 5. Complete the onboarding steps. A **new WhatsApp bot** is now created with the new number. View Reconnecting Whatsapp Bot here: [♻️Reconnecting Whatsapp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number/reconnecting-whatsapp-bot) * * * ### [hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#faqs) FAQs chevron-rightCan I directly edit my WhatsApp bot number?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#can-i-directly-edit-my-whatsapp-bot-number) No. WhatsApp numbers cannot be changed once a bot is created. chevron-rightWhy is a new bot required?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#why-is-a-new-bot-required) Meta does not allow phone numbers to be reassigned within an active WhatsApp Business API setup. chevron-rightWill my old chats be available?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#will-my-old-chats-be-available) No. WhatsApp does not support chat history migration between numbers. chevron-rightCan I reuse the number on any WhatsApp account?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#can-i-reuse-the-number-on-any-whatsapp-account) Yes, once the number is released from Meta, it can be reused on a new bot or WhatsApp account. chevron-rightIs there any downtime?[hashtag](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#is-there-any-downtime) Yes. The bot will be unavailable until the new number is verified and the new bot is live. * * * If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#196a6c6969766b6d597b766d697c777e6c7077377a7674) . We will respond back within 48 business hours. [PreviousIntegrate BotPenguin with Worldpaychevron-left](https://help.botpenguin.com/bots/whatsapp-bot/3rd-party-apps-integrations/botpenguin-integrations/integrate-botpenguin-with-worldpay) [NextDeleting a WhatsApp Botchevron-right](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number/deleting-a-whatsapp-bot) Last updated 16 days ago Was this helpful? * [Before You Begin (Important)](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#before-you-begin-important) * [Steps to Release (Delete) a WhatsApp Bot Number](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#steps-to-release-delete-a-whatsapp-bot-number) * [FAQs](https://help.botpenguin.com/bots/whatsapp-bot/changing-a-whatsapp-bots-number#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Recovering Your Restricted Meta Account | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#recovering-your-restricted-meta-account) 🔏Recovering Your Restricted Meta Account ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- This page gives an in depth guide on how to recover your restricted Meta Business Account Meta Business Accounts, now called Business Portfolios, are essential for managing ad campaigns, Facebook Pages, and Business Manager operations. However, due to policy violations, security triggers, or suspicious activity, your Meta account (or one of its assets) may get restricted or disabled. This document guides you through identifying, appealing, and recovering access where possible. * * * #### [hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#why-meta-account-restrictions-happen) Why Meta Account Restrictions Happen: 1. Policy Violations: Breaching Meta’s Advertising, Community, or Commerce Policies. 2. Suspicious Activity: Irregular login attempts, IP changes, or bot-like behavior. 3. Unverified Business Information: Missing or incomplete domain and business verification. 4. Negative User Feedback: Poor ad relevance scores, repeated reports, or engagement bait. 5. Linked Account Penalties: Associations with previously banned or restricted accounts. 6. Fraudulent Payment Methods: Use of flagged or inconsistent billing information. 7. Repeated Offenses: Multiple prior warnings or restrictions ignored. * * * #### [hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#how-to-resolve-restriction) How To Resolve Restriction: 1. Login to [https://business.facebook.comarrow-up-right](https://business.facebook.com/) . 2. Navigate to **All Tools**(represented as 3 horizontal lines) **> Business Support Home**. To check for a particular Page, account, click on the name/icon of the account and switch between them. 1. A page having the details of all activities related to Ad accounts, pages and WhatsApp accounts of that particular Business Portfolio will open. 2. Click on "**Account Overview**", sole icon of the left sidebar, to see all the related accounts. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fu6p3a2Wn7TQ9Xut4wdh4%252Fimage.png%3Falt%3Dmedia%26token%3D73eead29-f1e4-461d-96bb-1cf9eaeb3367&width=768&dpr=4&quality=100&sign=39516da&sv=2) 1. The status of all the accounts will be shown. Click on the "**View Account**" to see the detailed summary of the issues. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FISdnlyNTXLsQgFnJO5jA%252Fimage.png%3Falt%3Dmedia%26token%3D701de569-d839-4ae0-8077-dd2987ea78af&width=768&dpr=4&quality=100&sign=a3251d70&sv=2) 1. Upon click the same, a detailed screen will open explaining the restrictions of the account. 2. Click on the "**Request Review**". ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FOBydjpl1sVgSAVrRw5uR%252Fimage.png%3Falt%3Dmedia%26token%3D1860b545-2a6f-40d9-af96-13073c1e77cf&width=768&dpr=4&quality=100&sign=30596add&sv=2) 8\. Fill up the Request Review form, post which it will take Meta some time to process and respond to the review. Some accounts may violate the policies of Meta to such an extent that review of the same might not be possible. In such cases, an example as shown below may appear. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F8gtPqU12twdTRHZPOVUF%252Fimage.png%3Falt%3Dmedia%26token%3Dc4c92c3d-df59-46a8-a505-6c281fd78e4e&width=768&dpr=4&quality=100&sign=f5d3d56d&sv=2) * * * #### [hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#faqs) FAQ's: Here are some frequently asked questions regrading getting disabled/restricted accounts from Meta. chevron-rightHow long does Meta take to respond to a review request?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#how-long-does-meta-take-to-respond-to-a-review-request) Meta usually responds within **24–72 hours**, though in some cases, especially if additional documentation is needed, it may take longer. chevron-rightI don't see the review request button. what should I do ?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#i-dont-see-the-review-request-button.-what-should-i-do) If the “Request Review” option is missing, it typically means: * The account is **not eligible for review**. * The issue has already been reviewed and closed. * The restriction is **permanent** due to severe policy violations. In such cases, refer to the “If Review Option is Not Available” section of this guide for alternatives. chevron-rightCan I appeal using different admin account?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#can-i-appeal-using-different-admin-account) Yes, if you have **multiple verified admins**, another admin may attempt to raise the request or contact support. Ensure the admin has **sufficient access level** in the Business Portfolio. chevron-rightWhat happens if my entire Business Portfolio is restricted?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#what-happens-if-my-entire-business-portfolio-is-restricted) If your full Portfolio is restricted: * All linked assets (Ad Accounts, Pages, WhatsApp Numbers) will be affected. * You’ll need to identify if the restriction is on the Portfolio or individual assets. * If eligible, raise a review for the Portfolio itself under **Account Overview**. chevron-rightWhat should I include in the Request review form ?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#what-should-i-include-in-the-request-review-form) * A **clear, concise justification** explaining that the restriction may be in error. * Evidence of compliance with Meta’s policies (e.g., verified domain, legitimate ad usage). * Mention any **corrective steps** you've already taken. chevron-rightWill deleting and recreating my account solve the issue ?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#will-deleting-and-recreating-my-account-solve-the-issue) No. Meta tracks behavior at multiple levels—**user, business, device, IP, and payment profile**. Simply creating a new account without resolving the root issue often results in further restrictions. chevron-rightCan I prevent restrictions in the future ?[hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#can-i-prevent-restrictions-in-the-future) Yes. Follow all the **Best Practices** outlined in this guide—especially: * Business verification * 2FA security * Clean payment history * Clear policy-compliant ad content #### [hashtag](https://help.botpenguin.com/platform-guidelines-and-trainings/recovering-your-restricted-meta-account#got-any-questions) Got Any Questions? If you can having any questions, you can look into our repository of FAQs. Most likely, you will find your answer here. If not, write us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#fb888e8b8b94898fbb99948f8b9e959c8e9295d5989496) . [PreviousWebhookschevron-left](https://help.botpenguin.com/developers-guide/webhooks) [NextUnlock Power of BotPenguinchevron-right](https://help.botpenguin.com/platform-guidelines-and-trainings/unlock-power-of-botpenguin) Last updated 2 months ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # WhatsApp Cloud API | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-1.-create-and-sync-templates) 1\. Create and Sync Templates ---------------------------------------------------------------------------------------------------------------------------------------------- The team will be required to create and get the templates approved by the Facebook WhatsApp Business Manager or BotPenguin Dashboard. Once It is done, 1. Go to BotPenguin Panel 2. Navigate to WhatsApp Automation and Then go to the manage section. 3. Under templates, You will be required to sync templates from Facebook, Once Done, App should use the get Templates API and save the template details. These details will be required to send Notifications. [hashtag](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-2.-api-key) 2\. API Key ---------------------------------------------------------------------------------------------------------- In order to generate the WhatsApp API key, 1. Go to the BotPenguin Dashboard ( [https://app.botpenguin.com/arrow-up-right](https://app.botpenguin.com/) ) 2. Find your bot and go to `WhatsApp Bot Settings` section. 3. Under `WhatsApp Bot Settings`, Navigate to the API key and Click on generate an API key. 4. You will require to update the webhook URL, on which we will send the delivery reports. 5. Once done, Copy the key and save it yourself. [hashtag](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-3.-apis-endpoints) 3\. APIs Endpoints ------------------------------------------------------------------------------------------------------------------------ [message-textGET Templates Listchevron-right](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api/get-templates-list) [whatsappPOST WhatsApp Template Messagechevron-right](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api/post-whatsapp-template-message) [comment-penPOST Send Message APIchevron-right](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api/post-send-message-api) [hashtag](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#error-codes) Error Codes -------------------------------------------------------------------------------------------------------- Please refer to the link below for more info on the error codes [https://developers.facebook.com/docs/whatsapp/on-premises/errorsarrow-up-right](https://developers.facebook.com/docs/whatsapp/on-premises/errors) [PreviousWebsite Contacts & Meta Datachevron-left](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis/website-contacts-and-meta-data) [NextGET Templates Listchevron-right](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api/get-templates-list) Last updated 2 months ago Was this helpful? * [1\. Create and Sync Templates](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-1.-create-and-sync-templates) * [2\. API Key](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-2.-api-key) * [3\. APIs Endpoints](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#id-3.-apis-endpoints) * [Error Codes](https://help.botpenguin.com/api-documentation/whatsapp-cloud-api#error-codes) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Manage Custom Status | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/manage-custom-status#interactive-guide) Interactive Guide ------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/manage-custom-status#what-are-custom-status) What are Custom Status ----------------------------------------------------------------------------------------------------------------------- The **Custom Status** section in BotPenguin allows you to define and manage your own chat statuses for better tracking and workflow alignment within the **Inbox**. These statuses serve as labels to help your team identify the state of a conversation—such as "Pending Response", "Escalated", "Resolved"—and more, all based on your operational needs. * * * [hashtag](https://help.botpenguin.com/settings/manage-custom-status#benefits-of-custom-status) Benefits of Custom Status ----------------------------------------------------------------------------------------------------------------------------- * **Workflow Clarity**: Clearly define stages in a customer conversation lifecycle such as “Follow-Up Needed” or “Waiting for User”. * **Color Coding**: Assign a unique color to each status for immediate visual identification inside the Inbox. * **Custom Typing**: Select the type of status—e.g., Open, Closed, or Pending—to fit your resolution flow. * **Inbox Optimization**: Quickly filter and manage chats based on their assigned custom status. * * * [hashtag](https://help.botpenguin.com/settings/manage-custom-status#guidance-video) Guidance Video ------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/manage-custom-status#steps-to-set-up-custom-status) Steps to set up Custom Status ------------------------------------------------------------------------------------------------------------------------------------- 1. Log into your BotPenguin account by visiting **app.botpenguin.com** 2. From the left-hand sidebar, scroll to the bottom and click on **“More”.** 3. Click on the fourth tab **– “Custom Status”** under the more section. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPEM1ybumFRQxLKzyaSnm%252Fimage.png%3Falt%3Dmedia%26token%3Dbbce6e68-4855-4df0-b0e6-4d116bf0322e&width=768&dpr=3&quality=100&sign=652e687a&sv=2) 1. You will see a table listing all existing statuses, including their **Name, Type, Color**, and **Action buttons** like **Edit** or **Delete**. 2. Use the **search bar** to quickly find a custom status by typing its name. 3. To delete statuses, select one or multiple rows using the checkboxes. You can also use **“Select All”** to bulk delete. 4. To create a new custom status, click on the **“Create Status”** button in the top-right corner. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F61v5WjpacdNot5h4zw3j%252Fimage.png%3Falt%3Dmedia%26token%3D7a753362-6959-4cbb-a992-3f472c7beee2&width=768&dpr=3&quality=100&sign=88ba0ea3&sv=2) 1. In the modal that appears, fill in the following: 1. Enter the **Status Name** 2. Select a **Color** to visually represent the status 2. Once complete, click **“Create Status”** to save or **“Discard”** to cancel. * * * [hashtag](https://help.botpenguin.com/settings/manage-custom-status#faq) FAQ --------------------------------------------------------------------------------- chevron-rightWhere can I access the Custom Status section in BotPenguin?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#where-can-i-access-the-custom-status-section-in-botpenguin) Go to **More → Custom Status** chevron-rightWhat are custom statuses used for?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#what-are-custom-statuses-used-for) They help categorize conversations in your Inbox based on your business-specific workflow stages. chevron-rightCan I assign colors to statuses?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#can-i-assign-colors-to-statuses) Yes, you can choose a color while creating each status for easy visual tracking. chevron-rightWhat are the available status types?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#what-are-the-available-status-types) You can choose types like **Open**, **Closed**, or **Pending**, depending on how you want to classify the chat. chevron-rightCan I delete multiple statuses at once?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#can-i-delete-multiple-statuses-at-once) Yes, use the Select checkboxes or **Select All** bar to delete multiple statuses in bulk. chevron-rightCan I edit an existing custom status?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#can-i-edit-an-existing-custom-status) Yes, click **Edit** under the **Actions** column next to the status you want to update. chevron-rightAre these statuses visible in the Inbox?[hashtag](https://help.botpenguin.com/settings/manage-custom-status#are-these-statuses-visible-in-the-inbox) Yes, these custom statuses will reflect in the Inbox, helping your team manage and filter conversations. If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#2f5c5a5f5f405d5b6f4d405b5f4a41485a4641014c4042) . We will respond back within 48 business hours. [PreviousManage Tagschevron-left](https://help.botpenguin.com/settings/manage-tags) [NextQuick Replieschevron-right](https://help.botpenguin.com/settings/quick-replies) Last updated 19 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/manage-custom-status#interactive-guide) * [What are Custom Status](https://help.botpenguin.com/settings/manage-custom-status#what-are-custom-status) * [Benefits of Custom Status](https://help.botpenguin.com/settings/manage-custom-status#benefits-of-custom-status) * [Guidance Video](https://help.botpenguin.com/settings/manage-custom-status#guidance-video) * [Steps to set up Custom Status](https://help.botpenguin.com/settings/manage-custom-status#steps-to-set-up-custom-status) * [FAQ](https://help.botpenguin.com/settings/manage-custom-status#faq) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # 3rd Party APIs | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#guidance-video) Guidance Video ------------------------------------------------------------------------------------------------- [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#apis-management) APIs Management --------------------------------------------------------------------------------------------------- The **APIs Management** section allows you to add, configure, test, and manage all third-party APIs that can be used inside your chatbot flows. You can use these APIs to: * Send data to external systems * Fetch customer details * Trigger third-party actions * Automate workflows after bot interactions * * * ### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#how-to-access-apis-management) How to Access APIs Management 1. Go to **More** from the left sidebar. 2. Click on **3rd Party APIs**. 3. You will land on the **APIs Management** page. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FCsSSwKuTLNdVKcigQvz3%252Fimage.png%3Falt%3Dmedia%26token%3De5451910-862b-4344-bc13-bae9899cd0c3&width=768&dpr=3&quality=100&sign=fcff98f1&sv=2) * * * ### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#overview-of-the-apis-management-page) Overview of the APIs Management Page #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#search-bar) 🔎 Search Bar * Use **Search by API name** to quickly find a configured API. #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#add-api) ➕ Add API * Click **Add API** (top right) to create a new API configuration. #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#api-list-table) 📋 API List Table The table displays all configured APIs with the following details: Column Description API Name Name given to the API Method Request type (GET, POST, PUT, DELETE) URL Configured API endpoint Actions Edit (⚙️) or Delete (🗑️) the API ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FR9TdHMnqX1VhFYPaLgij%252Fimage.png%3Falt%3Dmedia%26token%3Dc9c1d7e4-fd80-4c8f-92e4-dfed25f18e58&width=768&dpr=3&quality=100&sign=7008261a&sv=2) * * * ### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#managing-an-existing-api) Managing an Existing API #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#edit-api) ⚙️ Edit API * Click the **Settings (⚙️) icon** to modify: * API URL * Headers * Parameters * Body * Response mapping ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fat1UkerS1pIw2Y8GIxCo%252Fimage.png%3Falt%3Dmedia%26token%3Dab7cbb95-44f3-4708-a1d8-14c8220b6c42&width=768&dpr=3&quality=100&sign=6d38967c&sv=2) #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#delete-api) 🗑️ Delete API * Click the **Delete (🗑️) icon** will show the warning popup. * Confirming will permanently delete the API. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FX0OOD00IOL3uSE1f92ZJ%252Fimage.png%3Falt%3Dmedia%26token%3D9ec0011e-1fd6-47ce-95a4-2a6b3373225a&width=768&dpr=3&quality=100&sign=24fb00e0&sv=2) > ⚠️ Note: Deleting an API may impact any chatbot flow where it is currently used. * * * [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#setting-up-apis-in-botpenguin) Setting up API's in BotPenguin -------------------------------------------------------------------------------------------------------------------------------- 1. Login to your [**BotPenguin Dashboard**arrow-up-right](https://app.botpenguin.com/) **.** 2. Go to the **More** section from the sidebar. 3. Click on the **3rd Party API** option. 4. Click on **“Add API”** to add a new API. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYhpTFGEy0Zss0SqiChsi%252Fimage.png%3Falt%3Dmedia%26token%3D2e74c18d-c972-43d9-a05f-65c120189c7d&width=768&dpr=3&quality=100&sign=187ecffe&sv=2) * * * ### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#configure-3rd-party-api) Configure 3rd Party API The **Configure API** section allows you to integrate external APIs with your bot to send or fetch data dynamically during conversations. #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#a.-basic-configuration) a. Basic Configuration 1. Go to **More** from the left sidebar. 2. Click on **3rd Party APIs**. 3. Select **Configure API**. Now fill in: * **API Name** – Enter a unique name for the API. * **Method Type** – Choose from: * GET * POST * PUT * DELETE * **API URL** – Enter the complete endpoint URL. * **Description** – (Optional) Add internal notes about what this API does. Click **Test** to check the API response before saving. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F4OJsyTtQ6MDFarwtIc6V%252Fimage.png%3Falt%3Dmedia%26token%3D25ea652c-d10b-4c8f-bdc8-75b5e264ed21&width=768&dpr=3&quality=100&sign=bffeca1b&sv=2) #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#b.-configure-request-details) b. Configure Request Details 1. **Parameters Tab** 1. Add **Key–Value** pairs for query parameters. 2. Click **Add another field** to add more parameters. 2. **Headers Tab** 1. Add required headers (e.g., Authorization, Content-Type). 3. **Body Tab** 1. Required for POST/PUT requests. 2. Add JSON or form data based on API requirements. * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#c.-manage-api-responses) c. Manage API Responses Use **Manage API responses** to: * Map response fields * Save API responses * Use values inside chatbot flows * Trigger conditional logic * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#d.-third-party-integration) d. Third Party Integration Configure how this API connects with: * Chatbot flows * AI Agents * Live Chat automation * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#e.-final-step) e. Final Step Click **Save** after successful testing. * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#manage-api-responses) Manage API Responses 1. Once the API is tested, you can **map API responses to custom attributes**. 2. Example: Map the API’s `title` field to a chatbot’s custom attribute. 3. These attributes can then be reused later in the conversation flow. * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#use-api-in-chatbot-flow) Use API in Chatbot Flow 1. Create a new flow (e.g., _Products Test_). 2. Add default or custom **questions** to capture user inputs. 3. Open the **Request Information Tab** and select the **API Component**. 4. Choose the API you created earlier. 5. Set up response handling: * **Success (200 status code):** Redirect user to success message or next step. * **Failure (4xx codes):** Redirect user to a fallback message. * **Server Errors (5xx codes):** Redirect to another prompt (e.g., _How was your day?_). * * * #### [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#testing-and-api-logs) Testing & API Logs 1. Test your API flow using **“Test Live on WhatsApp Web”**. 2. Navigate to **More → third party APIs → select your API → API Logs → Click on view** 3. Here, you can check: * API call history * Response codes (200, 400, 500, etc.) * Errors and reasons for failure * Actions - copy and delete ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fttztld3JMR5oXm5g8OuY%252Fimage.png%3Falt%3Dmedia%26token%3D05744d26-c2de-4343-91a8-e91a7cbf4482&width=768&dpr=3&quality=100&sign=ffe8a84b&sv=2) * * * [hashtag](https://help.botpenguin.com/settings/3rd-party-apis#faqs) FAQ's ------------------------------------------------------------------------------ chevron-rightCan I use multiple APIs in one chatbot flow?[hashtag](https://help.botpenguin.com/settings/3rd-party-apis#can-i-use-multiple-apis-in-one-chatbot-flow) Yes, you can configure multiple APIs and call them at different stages in your flow. chevron-rightWhat if my API requires authentication headers?[hashtag](https://help.botpenguin.com/settings/3rd-party-apis#what-if-my-api-requires-authentication-headers) You can add authorization tokens or keys in the \*\*Headers section\*\* of your API setup. chevron-rightCan I pass user inputs dynamically to the API?[hashtag](https://help.botpenguin.com/settings/3rd-party-apis#can-i-pass-user-inputs-dynamically-to-the-api) Yes, by mapping \*\*custom attributes\*\* to API parameters, headers, or body fields. chevron-rightWhat happens if the API fails?[hashtag](https://help.botpenguin.com/settings/3rd-party-apis#what-happens-if-the-api-fails) BotPenguin automatically follows your \*\*fallback path\*\* (error or unknown error configuration). chevron-rightWhere can I debug API failures?[hashtag](https://help.botpenguin.com/settings/3rd-party-apis#where-can-i-debug-api-failures) Check the \*\*API Logs\*\* section in the Developer tab to see request and response details. * * * If everything is correct and you are still unable to move forward, write to us at **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) **. We will respond back within 48 business hours. [PreviousCustom Tabschevron-left](https://help.botpenguin.com/settings/custom-tabs) [NextIntegrationschevron-right](https://help.botpenguin.com/settings/integrations) Last updated 1 day ago Was this helpful? * [Guidance Video](https://help.botpenguin.com/settings/3rd-party-apis#guidance-video) * [APIs Management](https://help.botpenguin.com/settings/3rd-party-apis#apis-management) * [How to Access APIs Management](https://help.botpenguin.com/settings/3rd-party-apis#how-to-access-apis-management) * [Overview of the APIs Management Page](https://help.botpenguin.com/settings/3rd-party-apis#overview-of-the-apis-management-page) * [Managing an Existing API](https://help.botpenguin.com/settings/3rd-party-apis#managing-an-existing-api) * [Setting up API's in BotPenguin](https://help.botpenguin.com/settings/3rd-party-apis#setting-up-apis-in-botpenguin) * [Configure 3rd Party API](https://help.botpenguin.com/settings/3rd-party-apis#configure-3rd-party-api) * [FAQ's](https://help.botpenguin.com/settings/3rd-party-apis#faqs) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Contacts & Chats APIs | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **Contacts & Chats APIs** in BotPenguin allow developers and businesses to programmatically manage contacts, access chat conversations, and sync conversation data with external systems such as CRMs, analytics tools, or internal dashboards. * * * ### [hashtag](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#what-are-contacts-and-chats-apis) 📌 What Are Contacts & Chats APIs? These APIs provide secure access to: * Contact (visitor) details collected by bots * Chat conversations between users and bots/agents * Message history, metadata, and conversation status They are commonly used for CRM integration, reporting, automation, and custom workflows. * * * ### [hashtag](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#key-capabilities) 🔑 Key Capabilities #### [hashtag](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#contacts-api) Contacts API Use the Contacts API to: * Fetch all contacts created by bots * Retrieve contact details (name, email, phone, channel, tags) * Sync contacts with CRMs or databases * Identify leads generated through bots #### [hashtag](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#chats-api) Chats API Use the Chats API to: * Fetch chat conversations * Access message history (bot + user messages) * Track chat status (Open / Closed) * Identify assigned agents and bots * Analyze conversation timelines * * * ### [hashtag](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#common-use-cases) 🧩 Common Use Cases * Sync BotPenguin leads with CRM systems (HubSpot, Zoho, Salesforce) * Build custom analytics dashboards * Store chat transcripts for compliance or QA * Trigger workflows based on chat events * Monitor agent or bot performance externally * * * [PreviousCommon Meta Issueschevron-left](https://help.botpenguin.com/faqs/common-meta-issues) [NextGet All Contactschevron-right](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis/get-all-contacts) Last updated 2 months ago Was this helpful? * [📌 What Are Contacts & Chats APIs?](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#what-are-contacts-and-chats-apis) * [🔑 Key Capabilities](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#key-capabilities) * [🧩 Common Use Cases](https://help.botpenguin.com/api-documentation/contacts-and-chats-apis#common-use-cases) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Buying Add-Ons | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#what-are-add-on) What Are Add-on? Add-on let you extend your existing BotPenguin subscription by adding extra capacity or premium features. Add-ons do not replace your base plan—they work alongside it. You should use add-ons when: * You are reaching your usage limits * Your team or traffic grows * You need advanced branding or AI capacity * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#how-to-access-add-on) How to Access Add-on? 1. Log in to your BotPenguin Dashboard 2. Navigate to **Subscriptions** 3. Click on the **Add-on** tab You will see all available add-on categories on this page. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FMFBu8PLFZsZUqQWVIiAC%252Fimage.png%3Falt%3Dmedia%26token%3Da5aabb55-9c93-4cd4-bf5f-c3f5cca529d0&width=768&dpr=3&quality=100&sign=f2629d69&sv=2) * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-1.-message-add-on-packs) 1\. Message Add-on Packs Message Add-on Packs increase the **total number of messages** your account can send across supported channels. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#available-packs) Available Packs * Pack of **1,000 Messages** * Pack of **5,000 Messages** * Pack of **10,000 Messages** * Pack of **1,00,000 Messages** * Pack of **5,00,000 Messages** * Pack of **10,00,000 Messages** Each pack shows: * Message count * Monthly price * **➕ Add** button to add the pack to your cart * Selected plan will be added to the cart * increase or decrease the quantity by clicking on + and - * Click on remove Add-on button to remove it. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrvSSgVxhJzwVW8TN1n3b%252Fimage.png%3Falt%3Dmedia%26token%3D41054ace-b5bb-4c69-955f-e0a926272737&width=768&dpr=3&quality=100&sign=a7e97e85&sv=2) * Click on proceed to payment to enable the add on to the platfoem. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FUWp1w24EyMCfOL5M1fvK%252Fimage.png%3Falt%3Dmedia%26token%3Df12b5dc9-d0a8-4510-b536-b10d5ba366f4&width=768&dpr=3&quality=100&sign=f79887a6&sv=2) **Use this add-on if:** * Your bots are handling high conversation volume, and * You want uninterrupted messaging * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-2.-whatsapp-wa-message-add-on-packs) 2\. WhatsApp (WA) Message Add-on Packs These add-ons are dedicated to **WhatsApp messaging** and are consumed only for WhatsApp conversations. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#available-packs-1) Available Packs * Pack of **1,000 WA Messages** * Pack of **5,000 WA Messages** * Pack of **10,000 WA Messages** * Pack of **1,00,000 WA Messages** * Pack of **10,00,000 WA Messages** Each pack displays: * WA message count * Monthly pricing * **➕ Add** option * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-3.-agents-add-on) 3\. Agents Add-on Agents Add-ons allow you to add **more human agent seats** so your team can handle more live conversations. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#available-agent-packs) Available Agent Packs * **Additional Human Agent** – 1 Agent Seat * **Pack of 5 Human Agents** – 5 Agent Seats * **Pack of 10 Human Agents** – 10 Agent Seats **Recommended when:** * Your support team is expanding * You need to manage multiple chats simultaneously * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-4.-ai-message-add-on-packs) 4\. AI Message Add-on Packs AI Message Add-ons increase the number of **AI-powered responses** your bots can generate. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#available-ai-message-packs) Available AI Message Packs * **1,000 AI Messages** * **5,000 AI Messages** * **10,000 AI Messages** * **100,000 AI Messages** * **1,000,000 AI Messages** These are useful when: * You use AI Agents extensively * Your bots handle long or frequent conversations * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-5.-ai-database-add-on-packs) 5\. AI Database Add-on Packs AI Database Add-ons increase your **AI training data storage limit**, allowing you to upload more documents and knowledge sources. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#available-storage-packs) Available Storage Packs * **1 GB (1024 MB)** Database Limit * **5 GB (5120 MB)** Database Limit * **10 GB (10240 MB)** Database Limit * **50 GB (51200 MB)** Database Limit * **100 GB (102400 MB)** Database Limit **Best for:** * Large documents * Extensive knowledge bases * Advanced AI training * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-6.-white-label-chat-window) 6\. White Label Chat Window This add-on removes the **“Chat by BotPenguin”** branding from your chatbot widget. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#key-benefits) Key Benefits * Clean, brand-first chat experience * Maintains your business identity This add-on is billed monthly. * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#id-7.-agent-white-label-chat-window) 7\. Agent White Label Chat Window This add-on removes BotPenguin branding from the **human agent chat interface**. #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#key-benefits-1) Key Benefits * Fully branded agent conversations * Professional white-labeled support experience * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#adding-add-ons-to-cart) Adding Add-ons to Cart 1. Click the **➕ Add** button on any add-on card 2. The selected add-on appears in **Your Cart** (right panel) 3. Review selected add-ons before checkout If no add-ons are selected, you’ll see: > _Your Cart is empty, please add some add-ons_ * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#checkout-and-billing) Checkout & Billing 1. Review your cart 2. Proceed to payment 3. Complete checkout using available payment methods #### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#billing-notes) Billing Notes * Add-ons are billed **monthly** * They renew with your main subscription * Pricing may vary based on add-on type * * * ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#important-notes) Important Notes * Add-ons do **not** change your base plan * Multiple add-ons can be purchased together * Unused limits may not roll over (as per policy) * Removing add-ons usually applies from the next billing cycle * * * [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#faq) FAQ ------------------------------------------------------------------------------- chevron-right**Can I buy multiple add-ons?**[hashtag](https://help.botpenguin.com/subscription/buying-add-ons#can-i-buy-multiple-add-ons) Yes, you can purchase multiple add-ons based on your needs. chevron-right**Q. Are WhatsApp add-ons separate from normal messages?**[hashtag](https://help.botpenguin.com/subscription/buying-add-ons#q.-are-whatsapp-add-ons-separate-from-normal-messages) Yes, WA message add-ons are consumed only for WhatsApp conversations. chevron-right**Q. When do add-ons become active?**[hashtag](https://help.botpenguin.com/subscription/buying-add-ons#q.-when-do-add-ons-become-active) Add-ons are activated immediately after successful payment. * * * ✅ _Tip:_ Monitor your usage regularly to choose the right add-on combination and avoid service interruptions. ### [hashtag](https://help.botpenguin.com/subscription/buying-add-ons#need-help) Need Help? If you face any issues managing your subscription, contact **[\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) ** from the dashboard or reach out via the official support channels. [PreviousWhatsapp Only Planschevron-left](https://help.botpenguin.com/subscription/whatsapp-only-plans) [NextCurrent Planchevron-right](https://help.botpenguin.com/subscription/current-plan) Last updated 23 days ago Was this helpful? * [What Are Add-on?](https://help.botpenguin.com/subscription/buying-add-ons#what-are-add-on) * [How to Access Add-on?](https://help.botpenguin.com/subscription/buying-add-ons#how-to-access-add-on) * [1\. Message Add-on Packs](https://help.botpenguin.com/subscription/buying-add-ons#id-1.-message-add-on-packs) * [2\. WhatsApp (WA) Message Add-on Packs](https://help.botpenguin.com/subscription/buying-add-ons#id-2.-whatsapp-wa-message-add-on-packs) * [3\. Agents Add-on](https://help.botpenguin.com/subscription/buying-add-ons#id-3.-agents-add-on) * [4\. AI Message Add-on Packs](https://help.botpenguin.com/subscription/buying-add-ons#id-4.-ai-message-add-on-packs) * [5\. AI Database Add-on Packs](https://help.botpenguin.com/subscription/buying-add-ons#id-5.-ai-database-add-on-packs) * [6\. White Label Chat Window](https://help.botpenguin.com/subscription/buying-add-ons#id-6.-white-label-chat-window) * [7\. Agent White Label Chat Window](https://help.botpenguin.com/subscription/buying-add-ons#id-7.-agent-white-label-chat-window) * [Adding Add-ons to Cart](https://help.botpenguin.com/subscription/buying-add-ons#adding-add-ons-to-cart) * [Checkout & Billing](https://help.botpenguin.com/subscription/buying-add-ons#checkout-and-billing) * [Important Notes](https://help.botpenguin.com/subscription/buying-add-ons#important-notes) * [FAQ](https://help.botpenguin.com/subscription/buying-add-ons#faq) * [Need Help?](https://help.botpenguin.com/subscription/buying-add-ons#need-help) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Meta Ads | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#overview) Overview Meta Ads integration allows you to connect your Facebook and Instagram ads with BotPenguin, enabling automated WhatsApp conversations from ad clicks. This helps you instantly engage leads, qualify them, and drive conversions using chatbots. * * * ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#what-is-meta-a-ds) What Is Meta Ads? Meta Ads are advertisements run on: * **Facebook** * **Instagram** * **Messenger** When integrated with BotPenguin, users clicking your ads can be redirected to **WhatsApp**, where a bot automatically starts the conversation. * * * ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#use-cases) Use Cases Use Meta Ads integration if you want to: * Capture leads directly on WhatsApp * Auto-reply to ad-generated inquiries * Qualify leads using chatbots * Reduce manual follow-ups * Increase ad conversion rates * * * ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#prerequisites) Prerequisites Before setting up Meta Ads, ensure: * ✔ Active Facebook account * ✔ Facebook Business Manager access (Admin recommended) * ✔ Active Meta Ads account * ✔ WhatsApp Business number connected to BotPenguin * ✔ Approved WhatsApp templates (recommended) * ✔ Payment method added to Meta Ads account * * * ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#how-meta-a-ds-work-with-botpenguin) How Meta Ads Work with BotPenguin 1. User clicks a Facebook or Instagram ad 2. The ad redirects the user to WhatsApp 3. BotPenguin automatically triggers a chatbot flow 4. Bot qualifies the lead or shares information 5. Conversation continues via automation or manual agent ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#step-by-step-setup) Step-by-Step Setup #### [hashtag](https://help.botpenguin.com/faqs/meta-ads#step-1-create-a-whatsapp-chatbot) Step 1: Create a WhatsApp Chatbot * Log in to **BotPenguin** * Create or select a WhatsApp bot * Ensure the bot is active * * * #### [hashtag](https://help.botpenguin.com/faqs/meta-ads#step-2-connect-meta-a-ds-account) Step 2: Connect Meta Ads Account * Go to **Integrations** → **Meta Ads** * Click **Connect** * Log in to your Facebook account * Grant required permissions * * * #### [hashtag](https://help.botpenguin.com/faqs/meta-ads#step-3-create-click-to-whatsapp-a-d) Step 3: Create Click-to-WhatsApp Ad * Open **Meta Ads Manager** * Create a new campaign ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FBz13isSMWS05pxTBXKj5%252Fimage.png%3Falt%3Dmedia%26token%3D18418ce6-ce77-4aa7-adba-11432785adcd&width=768&dpr=3&quality=100&sign=c5d642ad&sv=2) * Click on Create Ad ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FmSa8Dpo4RnKA7hZ8r7bR%252Fimage.png%3Falt%3Dmedia%26token%3D29606a5c-bdf5-4874-b1b6-40957ecfd378&width=768&dpr=3&quality=100&sign=9df58878&sv=2) * Choose the **Buying Type** and select the **Campaign Objective** (Recommended: _Engagement_ or _Messages_) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FpfYchT8GKQsvI7sfiiY4%252Fimage.png%3Falt%3Dmedia%26token%3D84a905ba-cff4-45ac-8dd6-00ec38d92f03&width=768&dpr=3&quality=100&sign=d8141fe5&sv=2) * Select the **Campaign Setup** (Manual or Advantage+) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FjMB5A0fXn3pJRwctLlHN%252Fimage.png%3Falt%3Dmedia%26token%3De316900b-10b2-4cf4-ae15-e1023d159ea8&width=768&dpr=3&quality=100&sign=bdbdf8b0&sv=2) * Choose your **Budget Strategy** (Daily or Lifetime) ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fv2YjlxEdStvK2dyH30Ks%252Fimage.png%3Falt%3Dmedia%26token%3D77260602-50f1-4ce0-8c13-fd0d0b24909e&width=768&dpr=3&quality=100&sign=e851ae5a&sv=2) * Choose where you want to drive the Engagement ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FrsMgTBjUwbypBBiXzIqj%252Fimage.png%3Falt%3Dmedia%26token%3Dffe5d843-82a6-4b9d-b7f2-42b3213aa05f&width=768&dpr=3&quality=100&sign=b928e175&sv=2) * Under **Engagement destination**, select **Messaging Apps** * Choose Destination ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252Fuq83B3PPY3sEaJtjcgT5%252Fimage.png%3Falt%3Dmedia%26token%3Dd3359e3f-61ab-4993-bfa9-f6297464806a&width=768&dpr=3&quality=100&sign=9893e2ba&sv=2) * Review the settings and publish Ad. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FFx444WaSAIV7YMeQ5loi%252Fimage.png%3Falt%3Dmedia%26token%3D5c71e32b-3c35-4083-8ee3-7ec0873718e5&width=768&dpr=3&quality=100&sign=ed8efdfa&sv=2) #### [hashtag](https://help.botpenguin.com/faqs/meta-ads#meta-click-to-whatsapp-a-ds-with-botpenguin) Meta Click-to-WhatsApp Ads with BotPenguin Meta Click-to-WhatsApp Ads allow you to run ads on Facebook or Instagram that open a WhatsApp chat when users click them. When your WhatsApp number is connected to **BotPenguin**, all incoming ad leads are automatically captured in the BotPenguin Inbox with ad-level tracking. ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#step-1-view-a-d-leads-in-botpenguin-inbox) Step 1: View Ad Leads in BotPenguin Inbox 1. Log in to your **BotPenguin Dashboard** 2. Go to **Inbox** 3. All WhatsApp conversations generated from ads will appear automatically 4. Go to Filters 5. Select the Whatsapp Click to Ads option 6. Toggle on the Acquired using Ads. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FsUMThdrBsvyPvSuid3Gg%252FWeb%25201920%2520%25E2%2580%2593%25202.png%3Falt%3Dmedia%26token%3D78e71357-9b32-4be2-ad07-edcbe1949e8e&width=768&dpr=3&quality=100&sign=6230e37&sv=2) 1. Filter the Chats by Ads. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FQHiYkN7d9DlzffTFeaFp%252FWeb%25201920%2520%25E2%2580%2593%25204.png%3Falt%3Dmedia%26token%3D5ad11835-6588-4233-a87e-cbbc9f467274&width=768&dpr=3&quality=100&sign=7e48e849&sv=2) 1. After Filtering Chats are visible according to Ad. 2. At the Right side bottom Details can be viewed by expanding the whatsapp click to ad Details. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FEapoBPDbSfxNF5eWuod1%252FWeb%25201920%2520%25E2%2580%2593%25201.png%3Falt%3Dmedia%26token%3D692bfd16-36ef-4d6c-b147-44527875acfa&width=768&dpr=3&quality=100&sign=ccb30413&sv=2) ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#key-benefits) Key Benefits * Automatic capture of Meta ad leads * Clear tracking of Click-to-WhatsApp campaigns * Easy filtering and lead segmentation * Faster response using bots + live agents * Centralized inbox for all WhatsApp conversations * * * ### [hashtag](https://help.botpenguin.com/faqs/meta-ads#notes-and-best-practices) Notes & Best Practices * Always test your ad before scaling * Use clear CTA text to improve click rates * Keep bot flows ready for instant engagement * Tag ad leads for better reporting [PreviousCommon Errors & Troubleshootingchevron-left](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting) [NextCommon Meta Issueschevron-right](https://help.botpenguin.com/faqs/common-meta-issues) Last updated 2 months ago Was this helpful? * [Overview](https://help.botpenguin.com/faqs/meta-ads#overview) * [What Is Meta Ads?](https://help.botpenguin.com/faqs/meta-ads#what-is-meta-a-ds) * [Use Cases](https://help.botpenguin.com/faqs/meta-ads#use-cases) * [Prerequisites](https://help.botpenguin.com/faqs/meta-ads#prerequisites) * [How Meta Ads Work with BotPenguin](https://help.botpenguin.com/faqs/meta-ads#how-meta-a-ds-work-with-botpenguin) * [Step-by-Step Setup](https://help.botpenguin.com/faqs/meta-ads#step-by-step-setup) * [Step 1: View Ad Leads in BotPenguin Inbox](https://help.botpenguin.com/faqs/meta-ads#step-1-view-a-d-leads-in-botpenguin-inbox) * [Key Benefits](https://help.botpenguin.com/faqs/meta-ads#key-benefits) * [Notes & Best Practices](https://help.botpenguin.com/faqs/meta-ads#notes-and-best-practices) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Quick Replies | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/quick-replies#interactive-guide) Interactive Guide ------------------------------------------------------------------------------------------------------ * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#what-are-quick-replies) What are Quick Replies? ----------------------------------------------------------------------------------------------------------------- Quick Replies are pre-built responses that can be saved and used during live chat interactions. They enhance efficiency by allowing users or live chat agents to quickly access and send commonly used phrases, images, or documents as responses to the customer. By entering '/' into the live chat input window(in the inbox), the system automatically fetches the list of saved Quick Replies, and enables users to select and send the appropriate response effortlessly. * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#benefits-of-quick-replies) Benefits of Quick Replies ---------------------------------------------------------------------------------------------------------------------- * **Efficiency**: Reduces response time of users and enhances customer satisfaction. * **Consistency**: Ensures uniform responses across customer interactions. * **Ease of Use**: Quick access via the '/' shortcut streamlines workflow. * **Productivity Boost**: Enables support agents to handle multiple conversations effectively. * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#guidance-video) Guidance Video ------------------------------------------------------------------------------------------------ * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#how-to-set-up-quick-replies) How to set up Quick Replies -------------------------------------------------------------------------------------------------------------------------- 1. Login to the Botpenguin 2. Go to More section from the main menu then select the Quick replies tab. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FpHlEYR2YgzXiquTv7JjN%252Fimage.png%3Falt%3Dmedia%26token%3Dcd7fddcd-0f38-49b6-b283-b27753e9fb29&width=768&dpr=3&quality=100&sign=251deb0d&sv=2) 1. View all the pre-build replies in the column given, or we can create a new quick reply by clicking on the “**Add Quick Reply**” button. circle-info We can edit the name, message or attachment of any old quick reply simply by clicking on the edit button, or delete the reply using the delete icon in the row of the reply. 1. Click on the “**Add Quick Reply**” button to start addition of custom quick replies ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FeHK29Svn0ClmUkVtY6On%252Fimage.png%3Falt%3Dmedia%26token%3Dbb85a2f2-b90d-4eaa-829b-b60622476519&width=768&dpr=3&quality=100&sign=e3860f53&sv=2) 1. Add the required details: 1. Title: The name of the quick reply. This will be the name that is used to identify this particular quick reply during the chat. 2. Add Description: Text of the quick reply sent to the user. 3. Choose Your File(Optional): Add any JPG, PNG, PDF or JPEG file to be sent alongside the description. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYQaUOx0c4P7Bnz4Fwhft%252Fimage.png%3Falt%3Dmedia%26token%3D2d2290c0-d8e9-45b0-bf40-4b367444d02b&width=768&dpr=3&quality=100&sign=b39ee5bb&sv=2) 1. Save the quick reply by clicking on the “**Add New**” button. * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#using-quick-replies) Using Quick Replies ---------------------------------------------------------------------------------------------------------- 1. Go to the inbox of the chat where you wish to use the quick reply. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FlmeBGMEjzCVByZQugbLT%252Fimage.png%3Falt%3Dmedia%26token%3D100e7fa6-dfd4-4204-94d0-c6ec581ca988&width=768&dpr=3&quality=100&sign=56d3bfcd&sv=2) 1. Enter the “/” character in the text box, this will open up a list of all quick replies. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FJLSq2hklzOmEEeUWO8ZM%252Fimage.png%3Falt%3Dmedia%26token%3Dbe767f33-9ace-4d8c-9f6c-df060a50c0a2&width=768&dpr=3&quality=100&sign=d549da9e&sv=2) 1. Select the desired quick reply by either: 1. Scrolling down to the desired reply, or 2. Continuing to enter the title of the quick reply after the “/” in the text box. ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FcX2keIdezR9g2jTKrefN%252Fimage.png%3Falt%3Dmedia%26token%3D6c5edcd0-83fb-4038-bb96-6ef3f46cd074&width=768&dpr=3&quality=100&sign=353663e8&sv=2) 1. Send the desired quick reply. circle-info If the quick reply contains any file, a separate window confirming the reply will open up. Click on Send to confirm the same. * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#faqs) FAQ's ----------------------------------------------------------------------------- Here are some frequently asked questions regarding Quick Replies: chevron-rightWhere can I find the Quick Replies configuration settings?[hashtag](https://help.botpenguin.com/settings/quick-replies#where-can-i-find-the-quick-replies-configuration-settings) Quick Replies can be accessed via the **“Settings” tab**, under the section labeled **“Quick Replies.”** This is the central hub for managing, editing, and adding new Quick Replies. chevron-rightCan Quick Replies be categorized for different departments or use cases?[hashtag](https://help.botpenguin.com/settings/quick-replies#can-quick-replies-be-categorized-for-different-departments-or-use-cases) **No**, at present, the platform does not support grouping or categorizing Quick Replies by department or function. However, naming conventions can be used strategically to simulate categorization. chevron-rightWhat file types are supported in Quick Replies?[hashtag](https://help.botpenguin.com/settings/quick-replies#what-file-types-are-supported-in-quick-replies) You can attach **JPG, JPEG, PNG, and PDF** files to Quick Replies. Ensure files meet these criteria to avoid upload errors. chevron-rightIs there a maximum number of Quick Replies that can be created?[hashtag](https://help.botpenguin.com/settings/quick-replies#is-there-a-maximum-number-of-quick-replies-that-can-be-created) There is **no hard limit** currently in place. The system is optimized to manage a large number of Quick Replies efficiently. chevron-rightCan I duplicate or reuse an existing Quick Reply?[hashtag](https://help.botpenguin.com/settings/quick-replies#can-i-duplicate-or-reuse-an-existing-quick-reply) **Yes**, while there is no direct “duplicate” feature, you can manually copy the content of an existing reply and create a new one using the **“Add Quick Reply”** option. chevron-rightHow do I trigger Quick Replies during a live chat session?[hashtag](https://help.botpenguin.com/settings/quick-replies#how-do-i-trigger-quick-replies-during-a-live-chat-session) Simply enter **“/”** into the live chat input window to bring up the full list of available Quick Replies. chevron-rightCan I search Quick Replies using the content of the message?[hashtag](https://help.botpenguin.com/settings/quick-replies#can-i-search-quick-replies-using-the-content-of-the-message) **No**, currently only the **title** of the Quick Reply is searchable. It’s advisable to use clear, descriptive titles for easier recall. chevron-rightHow do I confirm a Quick Reply that includes an attachment?[hashtag](https://help.botpenguin.com/settings/quick-replies#how-do-i-confirm-a-quick-reply-that-includes-an-attachment) If a Quick Reply contains a file, a **confirmation window** will pop up before sending. Review and click **Send** to proceed. chevron-rightCan I edit a Quick Reply after it has been saved?[hashtag](https://help.botpenguin.com/settings/quick-replies#can-i-edit-a-quick-reply-after-it-has-been-saved) **Yes**, simply click the **edit icon** in the reply’s row to modify the title, message, or attached file. chevron-rightWhat happens if a frequently used Quick Reply is deleted?[hashtag](https://help.botpenguin.com/settings/quick-replies#what-happens-if-a-frequently-used-quick-reply-is-deleted) Deleted Quick Replies are **not recoverable** and will no longer be accessible via the “/” command. You will need to **recreate the Quick Reply manually** if needed again. * * * [hashtag](https://help.botpenguin.com/settings/quick-replies#having-trouble-lets-troubleshoot) Having Trouble? Let's Troubleshoot -------------------------------------------------------------------------------------------------------------------------------------- If you’re encountering issues while working with **quick replies**, check the below: 1. **Reply not loading**: Make sure the “Add New” was clicked while saving the reply. 2. **File not being uploaded**: Make sure the format of the file is either JPG, PNG, PDF or JPEG If everything is correct and you are still unable to move forward, write to us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#87f4f2f7f7e8f5f3c7e5e8f3f7e2e9e0f2eee9a9e4e8ea) . We will respond back within 48 business hours. [PreviousManage Custom Statuschevron-left](https://help.botpenguin.com/settings/manage-custom-status) [NextCustom Tabschevron-right](https://help.botpenguin.com/settings/custom-tabs) Last updated 19 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/quick-replies#interactive-guide) * [What are Quick Replies?](https://help.botpenguin.com/settings/quick-replies#what-are-quick-replies) * [Benefits of Quick Replies](https://help.botpenguin.com/settings/quick-replies#benefits-of-quick-replies) * [Guidance Video](https://help.botpenguin.com/settings/quick-replies#guidance-video) * [How to set up Quick Replies](https://help.botpenguin.com/settings/quick-replies#how-to-set-up-quick-replies) * [Using Quick Replies](https://help.botpenguin.com/settings/quick-replies#using-quick-replies) * [FAQ's](https://help.botpenguin.com/settings/quick-replies#faqs) * [Having Trouble? Let's Troubleshoot](https://help.botpenguin.com/settings/quick-replies#having-trouble-lets-troubleshoot) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Users & Teams Management | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/settings/users-and-teams-management#interactive-guide) Interactive Guide ------------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/users-and-teams-management#guidance-video) Guidance Video ------------------------------------------------------------------------------------------------------------- * * * [hashtag](https://help.botpenguin.com/settings/users-and-teams-management#teams-section) Teams Section ----------------------------------------------------------------------------------------------------------- BotPenguin allows you to onboard your team members, enabling better collaboration and management of your chatbots and enhancing the overall experience for your end-users. In this documentation, we’ll guide you through: * **How to Add More Team Members** * **What Are Roles and How to Create New Roles** * **How to Assign Leads to Your Team Members** The **Teams** section allows you to add other team members to your platform and manage their roles, departments, and working hours. This section is divided into four main parts: ![](https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FYxQVt8VlDQVe6SPoCw0x%252Fimage.png%3Falt%3Dmedia%26token%3Db90c8b20-47bd-4a0a-b347-b04951313250&width=768&dpr=3&quality=100&sign=28f2fd0&sv=2) [Creating and Managing Teamschevron-right](https://help.botpenguin.com/settings/users-and-teams-management/creating-and-managing-teams) [Setting Business Hourschevron-right](https://help.botpenguin.com/settings/users-and-teams-management/setting-business-hours) [Adding Team Memberschevron-right](https://help.botpenguin.com/settings/users-and-teams-management/adding-team-members) [Creating and Managing Roleschevron-right](https://help.botpenguin.com/settings/users-and-teams-management/creating-and-managing-roles) [PreviousSettingschevron-left](https://help.botpenguin.com/settings/settings) [NextCreating and Managing Teamschevron-right](https://help.botpenguin.com/settings/users-and-teams-management/creating-and-managing-teams) Last updated 19 days ago Was this helpful? * [Interactive Guide](https://help.botpenguin.com/settings/users-and-teams-management#interactive-guide) * [Guidance Video](https://help.botpenguin.com/settings/users-and-teams-management#guidance-video) * [Teams Section](https://help.botpenguin.com/settings/users-and-teams-management#teams-section) Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Common Errors & Troubleshooting | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close chevron-right**The Password field is not accepting my password**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#the-password-field-is-not-accepting-my-password) Whenever you are setting up a password, make sure you use: * At least 8 characters —the more characters, the better * At least one uppercase letter * At least one numeric character * At least one special character, e.g.,! @ # ? \] Failing to follow these guidelines may result in the issue you are facing. chevron-right**The Email field is not accepting my email**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#the-email-field-is-not-accepting-my-email) It may occur due to the following reasons: 1. You already have an account on BotPenguin 2. The email address you entered is invalid or has been blocked by BotPenguin chevron-right**My WhatsApp API key is not working**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#my-whatsapp-api-key-is-not-working) It is happening probably because of the below reasons: 1. The key you are using may not be correct or have some error. Verify your key with your provider 2. Your key is already in use. chevron-right**My Telegram bot token is not working**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#my-telegram-bot-token-is-not-working) It is happening probably because of the below reasons: 1. The token you are using may not be correct or have some error. 2. Your token is already in use. chevron-right**I am unable to connect To my Facebook page**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-unable-to-connect-to-my-facebook-page) It is happening probably because of the below reasons: 1. You have not allowed all the permissions required for your Facebook page. Please note that you must be an admin of the Facebook page to initiate integration. 2. You have already connected another application or bot to your Facebook page. 3. Your Facebook business page or account is disabled temporarily or permanently. chevron-right**I have installed the script on my website; however, a bot is not appearing**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-have-installed-the-script-on-my-website-however-a-bot-is-not-appearing) Your bot may not appear due to the following reasons 1. You have exceeded your message limit on your plan 2. You have disabled your bot in the country, IP, region, the website you want to access BotPenguin. 3. There might be some typo in the script that you used to install the chat widget. 4. You have not installed the script in the right location, i.e., is the head tag. chevron-right**I have connected the bot to my CRM. However, it is not sending leads**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-have-connected-the-bot-to-my-crm.-however-it-is-not-sending-leads) It may occur due to the following reasons: 1. Authentication credentials such as Auth Token or API key entered incorrectly or have expired, So try reconnecting the CRM. 2. Make sure that your CRM account is working fine. 3. Make sure all the parameters fields are mapped correctly 4. Make sure you have a paid subscription to BotPenguin, and that You have not exhausted your message limit. chevron-right**I am unable to connect to my CRM**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-unable-to-connect-to-my-crm) It may occur due to the following reasons: 1. Authentication credentials such as Auth Token or API key are entered incorrectly or have expired, So try reconnecting the CRM. 2. Make sure that your CRM account is working fine. 3. Make sure all parameter fields are mapped correctly. chevron-right**I created the test lead. However, I cannot see it in my leads panel**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-created-the-test-lead.-however-i-cannot-see-it-in-my-leads-panel) It may occur due to the following reasons: 1. Your lead can be delayed for 15 min in some cases. 2. Your visitor does not qualify for the leads. chevron-right**I am not receiving new lead notifications**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-not-receiving-new-lead-notifications) It may occur due to the following reasons: 1. Your lead can be delayed for 15 min in some cases. 2. Your visitor does not qualify for the leads. 3. You will not receive a notification until you have closed the chat session by clicking on the X button if you haven't enabled the 'Send incomplete response' option. 4. This feature is only available under the paid plan, So make sure you are not on a free plan. chevron-right**My analytics seems to be wrong. It shows old data**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#my-analytics-seems-to-be-wrong.-it-shows-old-data) Your Analytics will update at 24-hour intervals, So every time you see the analytics, it shows data since the previous day's end. Please Note: Currently, Analytics does not count any messages from Facebook, WhatsApp, or Telegram bot. chevron-right**I am unable to add anything after three team members**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-unable-to-add-anything-after-three-team-members) In the paid plan for BotPenguin, There is a limit of 3 team members. Suppose you want to add more than three members. You can contact us to set up more than three team members at an additional cost. chevron-right**I am unable to apply the white label add-on**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-unable-to-apply-the-white-label-add-on) This feature is only available to users with a King plan subscription and above. Hence, you must upgrade your subscription first to avail white label add-on. chevron-right**I am unable to use the messages add-on**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-am-unable-to-use-the-messages-add-on) This feature is only available to users with a King plan subscription and above. Hence, you must upgrade your subscription first to avail yourself of message add-ons. chevron-right**My payment link has expired**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#my-payment-link-has-expired) Due to security reasons, a payment link is only available for a specific period. 1. If your payment link has expired, you must retry payment again by creating a new one from the payment gateway. 2. If your money is deducted and the transaction has failed, it usually returns in three business days. If not, please contact us at [\[email protected\]envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#493a3c3939263b3d092b263d392c272e3c2027672a2624) . chevron-right**I have made changes to my configuration. However, it is not reflected in the bot**[hashtag](https://help.botpenguin.com/faqs/common-errors-and-troubleshooting#i-have-made-changes-to-my-configuration.-however-it-is-not-reflected-in-the-bot) All the changes of Bot Configuration get reflected after 15 mins. If you can't see the changes, Go to Bot Settings -> General and Click the `Invalidate cache` button. [PreviousChatGPT FAQschevron-left](https://help.botpenguin.com/faqs/faqs/chatgpt-faqs) [NextMeta Adschevron-right](https://help.botpenguin.com/faqs/meta-ads) Last updated 18 days ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # Pricing FAQs | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close [hashtag](https://help.botpenguin.com/subscription/pricing-faqs#general-pricing) General Pricing ----------------------------------------------------------------------------------------------------- chevron-right**What plans does BotPenguin offer?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-plans-does-botpenguin-offer) BotPenguin offers multiple subscription plans designed for different business needs. Each plan includes a fixed set of features, usage limits, and supported channels. chevron-right**Can I start with a free plan?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#can-i-start-with-a-free-plan) Yes. You can start with a free plan and upgrade anytime as your business grows. chevron-right**Is pricing monthly or yearly?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#is-pricing-monthly-or-yearly) Both exists. You can choose according to your feasibility. chevron-right**Can I use BotPenguin for free?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#can-i-use-botpenguin-for-free) Yes, BotPenguin’s baby plan is free forever. We don't hold you back in any way. chevron-right**Do you have a trial account?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#do-you-have-a-trial-account) Yes, trial plan is now available on the little and King Plans. With a 7 day trial period, check out all the offerings of BotPenguin! Additionally, use the baby plan as a FREE Plan forever! chevron-right**How many chat agents can I include in the King plan?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#how-many-chat-agents-can-i-include-in-the-king-plan) You can include 10 agents with the King plan. You can add more agents at additional charges using Add-ons. chevron-right**What channels does the King plan include?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-channels-does-the-king-plan-include) BotPenguin's King Plan allows you to create chatbots for Websites, Facebook, Instagram, Telegram, WhatsApp, and SMS. chevron-right**What happens when I cross the response limit?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-happens-when-i-cross-the-response-limit) Once the limit of your messages has been reached, you will get a warning on your dashboard and additional messages and conversations will not be initiated via your chatbot. You will be requested to upgrade your current plan, your bots will not be able to bring leads and talk to your customers until you upgrade. chevron-right**How many Chatbots can be created in King Plan?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#how-many-chatbots-can-be-created-in-king-plan) A total of 50 chatbots can be created on the King plan chevron-right**What is your refund policy?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-is-your-refund-policy) Get in touch with our friendly customer success manager who is handling your account, and they will make the process easy. Contact us at [\[email protected\]](https://help.botpenguin.com/cdn-cgi/l/email-protection) for any refund related queries. chevron-right**Is there any free plan of BotPenguin?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#is-there-any-free-plan-of-botpenguin) Yes, the free plan includes one Bot and sends up to 1000 messages and 100 conversations per billing cycle. Create any one bot using the BotPenguin Baby Plan! chevron-right**Does BotPenguin offer any discount?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#does-botpenguin-offer-any-discount) BotPenguin gives you 5 times productivity and tenth of the price of its competitors. All the prices are set to make the decision of going with BotPenguin a no-brainer. We can make it an even sweeter deal, if you choose the yearly plan. You need to pay for 10 months, if you choose the yearly plan, two months on us. Also, we do provide a 100% discount to Nonprofit organizations. chevron-right**Is there any discount on the yearly plan?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#is-there-any-discount-on-the-yearly-plan) You get **two months free** if you opt for a yearly plan. chevron-right**Can I cancel my subscription?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#can-i-cancel-my-subscription) It is a decision smart people won't take, but we respect your choices, you can cancel your subscription in settings. chevron-right**What if I cancel my plan?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-if-i-cancel-my-plan) You can cancel your plan whenever you want. However, we will cancel your subscription only at the end of the billing cycle. Once you cancel your plan, you will not receive a new invoice from the next billing cycle. Hence, If you cancel your plan in January, you will not get a new bill in February. chevron-right**What if I upgrade my plan in between?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-if-i-upgrade-my-plan-in-between) If you upgrade your plan in between a billing cycle, we will deduct the price on your current plan from the new pricing, and you will only have to pay the rest. For example:- Suppose you upgrade to 7K monthly messages at 800 INR, and your current plan costs 400 INR. Then, you will have to pay 400 INR and 18% service tax (only if you reside in India) for upgradation. chevron-right**What is the pricing for the Messages add-ons?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-is-the-pricing-for-the-messages-add-ons) Messages Add-ons pricing depend on the quantity of messages purchased. The pricing for the same can be checked in the "Add-ons" section of the subscription panel. chevron-right**What is the pricing for white labeling a chat window?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-is-the-pricing-for-white-labeling-a-chat-window) You can check the pricing on the BotPengion Subscription panel. chevron-right**How can I get my invoice?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#how-can-i-get-my-invoice) Log in to Your BotPenguin Account 1. Navigate to the `Subscriptions` in the side navigation panel and then move to the `Invoice` Tab 2. Click on Invoices, Here you can get a list of all your invoice. You can also send them to your email. chevron-right**Does BotPenguin store payment details?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#does-botpenguin-store-payment-details) No, BotPenguin uses a secure payment gateway and does not store payment details. Your privacy and security are paramount to us. chevron-right**What if my payment fails and my money gets deducted?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#what-if-my-payment-fails-and-my-money-gets-deducted) If your payment is not completed successfully and money has already been deducted from your account. You can contact support (at [\[email protected\].envelope](https://help.botpenguin.com/cdn-cgi/l/email-protection#a7d4d2d7d7c8d5d3e7c5c8d3d7c2c9c0d2cec989c4c8ca) ) and your bank for further information. Usually, your bank refunds the deducted amount within three working days. chevron-right**How do I make the payment?**[hashtag](https://help.botpenguin.com/subscription/pricing-faqs#how-do-i-make-the-payment) You can choose to pay via Stripe or Razor Pay, both are secure, encrypted gateways. Security is our topmost priority [PreviousManaging Billing & Invoiceschevron-left](https://help.botpenguin.com/subscription/managing-billing-and-invoices) [NextSettingschevron-right](https://help.botpenguin.com/settings/settings) Last updated 1 month ago Was this helpful? Was this helpful? sun-brightdesktopmoon sun-brightdesktopmoon --- # MS Teams Bot | BotPenguin Documentation [circle-info\ \ Tell us how we can improve docs for you.\ \ BotPenguin updatesarrow-up-right](https://updates.botpenguin.com/) close The **MS Teams Bot** by BotPenguin allows businesses to automate conversations and notifications directly within **Microsoft Teams**. It helps teams receive updates, handle internal queries, and streamline workflows inside their Teams workspace. #### [hashtag](https://help.botpenguin.com/bots/ms-teams-bot#what-you-can-do-with-an-ms-teams-bot) What You Can Do With an MS Teams Bot * Send automated messages to Teams users or channels * Share alerts, updates, and notifications * Handle internal FAQs and HR queries * Collect information and user inputs * Automate workflows and internal support * Provide 24/7 assistance within MS Teams #### [hashtag](https://help.botpenguin.com/bots/ms-teams-bot#key-benefits) Key Benefits * 🧑‍💼 Improve internal team communication * ⚡ Deliver instant updates inside Teams * 🤖 Reduce manual follow-ups and repetitive tasks * 🔒 Secure communication within Microsoft ecosystem #### [hashtag](https://help.botpenguin.com/bots/ms-teams-bot#common-use-cases) Common Use Cases * Internal support and IT helpdesk * HR queries and onboarding assistance * Task reminders and alerts * Workflow automation * Team announcements #### [hashtag](https://help.botpenguin.com/bots/ms-teams-bot#requirements-to-use-ms-teams-bot) Requirements to Use MS Teams Bot * A Microsoft Teams account * Admin access to install bots in Teams * BotPenguin account with MS Teams integration enabled * An active bot with configured chat flows [spider-webBot Setupchevron-right](https://help.botpenguin.com/bots/ms-teams-bot/bot-setup) [comments-questionEdit and Manage Chatflowchevron-right](https://help.botpenguin.com/bots/ms-teams-bot/edit-and-manage-chatflow) [copyPre-Built Chatbot Templateschevron-right](https://help.botpenguin.com/bots/ms-teams-bot/pre-built-chatbot-templates) [message-botTrain Your AI Chatbotchevron-right](https://help.botpenguin.com/bots/ms-teams-bot/train-your-ai-chatbot) [gear-complexMS Team Settingschevron-right](https://help.botpenguin.com/bots/ms-teams-bot/ms-team-settings) [link3rd Party Apps Integrationschevron-right](https://help.botpenguin.com/bots/ms-teams-bot/3rd-party-apps-integrations) [PreviousZapierchevron-left](https://help.botpenguin.com/bots/telegram-bot/3rd-party-apps-integrations/zapier) [NextBot Setupchevron-right](https://help.botpenguin.com/bots/ms-teams-bot/bot-setup) Last updated 16 days ago Was this helpful? 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