WhapiBot

Configure WhapiBot

Define the personality, tone, and knowledge base of your AI chatbot in whapi.chat.

What is WhapiBot

WhapiBot is the artificial intelligence assistant built into whapi.chat. It answers your customers’ questions automatically using the knowledge you provide, respecting the tone and personality you configure.

Access settings

  1. In the main dashboard, go to WhapiBot > Settings.
  2. You will see three sections: Personality, Knowledge base, and Behavior rules.

Define personality and tone

  1. In the Personality section, complete the fields:
    • Bot name: how it will introduce itself to customers.
    • Tone: choose from formal, friendly, technical, or custom.
    • Primary language: the default language for responses.
  2. In Custom instructions, write specific guidelines. For example: “Always greet the contact by name” or “Never offer discounts without approval”.
  3. Save changes with Apply settings.

Load the knowledge base

The knowledge base is the information WhapiBot uses to respond. You can feed it in several ways:

  1. Documents: upload PDF, DOCX, or TXT files with manuals, catalogs, or FAQs from Knowledge base > Upload file.
  2. URLs: paste links to pages on your website. The bot will extract the content automatically.
  3. Free text: write key information directly in the built-in editor.

Each time you update the base, WhapiBot will reindex the content within a few minutes.

Behavior rules

Define when the bot should act and when to hand off to a human agent:

  • Active hours: configure time slots when the bot responds on its own.
  • Automatic handoff: set keywords or intents that trigger transfer (e.g. “talk to a human”, “complaint”).
  • Attempt limit: if the bot does not resolve in N turns, escalate to the team.

These rules are managed from WhapiBot > Rules.

Test your configuration

Before activating WhapiBot for your customers:

  1. Use the built-in Simulator in the same section.
  2. Send test messages and verify that responses are correct.
  3. Adjust instructions or content based on the results.
  4. When you are satisfied, enable the bot from the main toggle.