WhapiBot

Configure WhapiBot

Settings, mode, autocomplete, quotes, knowledge base, and agent behavior.

Requirements

WhapiBot requires your plan to have the useWhapibot module enabled. If you do not see it in the menu, check your plan in Configuración de la empresa → Plan y suscripción.

Access

  1. Go to Administración → WhapiBot (path /agents).
  2. Open an existing agent or create one from the Agentes (Agents) list.

Agent tabs

In the agent detail you will find:

  1. Ajustes (Settings) — with sections:
    • Personalidad (Personality)
    • Consideraciones (Considerations)
    • Restricciones (Restrictions)
    • Flujo de venta (Sales flow)
  2. Modo (Mode) — Conversacional (conversational) or Menú numerado (menu) interaction.
  3. Autocompletado (Autocomplete) — fields the agent can fill during the conversation.
  4. Cotizaciones (Quotes) — rules and limits for generating quotes.
  5. Base de conocimiento (Knowledge base) — sources assigned to that agent.
  6. Comportamiento (Behavior) — action rules (includes transfer to a human).

Capabilities

Depending on how you configure it, WhapiBot can:

  • Generate cotizaciones (quotes)
  • Agendar (schedule) appointments
  • Actualizar campos (update fields) on the lead
  • Transcribir (transcribe) audio (uses transcription credits)

Suggested configuration order

  1. Complete Ajustes (personality, considerations, restrictions, and sales flow).
  2. Choose the Modo (conversational or menu).
  3. Assign sources in Base de conocimiento.
  4. Adjust Cotizaciones and Autocompletado if you use them.
  5. Define transfers and rules in Comportamiento.

Note

Do not use a behavior simulator: that feature is marked Próximamente (Coming soon) and is not part of the current flow.