Bot Setup and Installation

This section covers everything you need to install and deploy your Howsit AI chatbot across different platforms.

Installation Options

• Install Your Website Chatbot — Add a chatbot widget to your website
• Install Your Mobile App Chatbot — Embed in iOS or Android apps
• Install Your Landing Page Bot — Create a dedicated chatbot landing page
• Install Embedded Chatbot — Place within a specific section of your page

Choose the installation method that best fits your use case and follow the step-by-step guide.

What is Chatbot Description?

The Chatbot Description provides a clear understanding of Howsit AI’s intelligent conversational assistant. It explains how Howsit AI chatbots automate interactions, offer instant support, capture user data, and guide customers across multiple digital channels—without manual involvement.

Chatbots built using Howsit AI leverage advanced NLP to understand intent, respond accurately, and deliver smooth, personalised conversations across websites, WhatsApp, Facebook, Instagram, Telegram, MS Teams, and SMS.

How to Create Your First Chatbot

Below is the step-by-step guide to creating your chatbot inside Howsit AI.

1. Open the Bots Section
   From the left sidebar, click on “Bots”.

📷 Screenshot: Howsit AI sidebar showing the Bots menu item highlighted

2. Create a New Bot
   Click on “Create Bot” to start building a new chatbot.

📷 Screenshot: Bots page with the “Create Bot” button highlighted

3. Select Chatbot Platform
   Choose the type of bot you want to connect with (Website, WhatsApp, Facebook, Instagram). Click “Proceed to Next Step”.

📷 Screenshot: Platform selection screen showing Website, WhatsApp, Facebook, and Instagram options

4. Select the Use Case
   Select your business goal to customise your bot. Options include Lead Generation, Customer Support, Appointment Booking, Marketing Automation, E-commerce, and Other. Click “Proceed to Next Step”.

📷 Screenshot: Use case selection screen with business goal options

5. Configure the Chatflow
   Your bot space is now ready. You will see the Getting Started page with options to:
   • Edit Your Chat Flow – Build engaging conversation flows
   • Train Your AI Chat Bot – Train AI using your own data sources
   • Design Your Chatbot – Customise the look and feel
   • Install Your Chatbot – Deploy on your website or app

📷 Screenshot: Bot Getting Started page showing Required Setup and Recommended Enhancements

6. Open the Chatflow Editor
   Click “Edit Your Chat Flow” to open the Chat Flows page. You will see your default flow listed. Click on it to open the visual flow builder.

📷 Screenshot: Chat Flows list page with Import Flow and Create New Flow buttons

7. Build Your Conversation Flow
   The chatflow canvas opens with a visual flow builder. You will see:
   • A Start node connected to your first message component
   • Message and Email components already added
   • Click the + button to add more components
   • Use the Classic Builder button (top right) to switch to the classic editor mode

📷 Screenshot: Chatflow canvas editor showing the visual flow builder with Start, Message, and Email nodes

8. Test Your Chatbot
   Click the “Test Bot” button at the bottom right of the canvas to preview your chatbot and see how it will interact with users.

9. Install Your Chatbot
   Click the “Install” button at the top right of the canvas to deploy your chatbot on your website, mobile app, or landing page.

What’s Next?

Congratulations on creating your first chatbot! Explore the platform-specific guides below to learn more:

• Website / Mobile App Bot
• WhatsApp Bot
• MS Teams Bot

Creating AI Agents in Howsit

AI Agents are intelligent chatbot personas that use artificial intelligence to handle customer conversations autonomously.

How to Create an AI Agent

1. Navigate to Agents from the sidebar
2. Click Create Agent
3. Enter the agent name and description
4. Configure the AI personality and communication style
5. Add knowledge sources (website, files, FAQs)
6. Set conversation guidelines and boundaries
7. Activate the agent

Agent Configuration

• Persona — Define the agent’s personality, tone, and communication style
• Knowledge Base — Add training data from multiple sources
• Custom Instructions — Set specific rules and boundaries
• Handoff Rules — Define when to transfer to a human agent

Setting Up Your AI Agent

Complete guide to configuring your AI Agent from scratch.

Step-by-Step Setup

1. Create the Agent — Navigate to Agents > Create Agent
2. Connect an LLM — Integrate ChatGPT, Claude, Gemini, or Deepseek
3. Add Knowledge Sources — Upload files, connect websites, add FAQs
4. Configure Persona — Set tone, language, answer length, and style
5. Set Custom Instructions — Define rules and boundaries
6. Configure Handoff — Set conditions for human agent transfer
7. Deploy — Assign to a channel and activate

Subscription Plans

Howsit AI offers flexible subscription plans to suit businesses of all sizes. Compare features and choose the plan that fits your needs.

How to View Plans

1. Go to Subscription from the sidebar
2. Browse available plans and their features
3. Click Upgrade on your preferred plan
4. Complete the payment process

Plan Features

Each plan includes different limits for:

• Number of chatbots
• Monthly messages
• AI message credits
• Team members
• Integrations
• Support channels

Common Errors & Troubleshooting

Solutions for the most common issues you may encounter when using Howsit AI.

Common Meta/WhatsApp Issues

“Add a Valid Payment Method” Error
Meta must approve and validate your payment method internally. Try a different card, verify international transactions are enabled, and wait 24-72 hours for Meta verification.

Message Failed to Send
Check if the recipient is on WhatsApp, verify the 24-hour service window hasn’t expired, use approved templates for messages outside the window, and check your account quality rating.

Approved Template Not Sending
Verify the exact template name (case-sensitive), confirm the correct language code, check all placeholders have values, and review template status in WhatsApp Manager.

Display Name Not Visible
This is usually a Meta-side issue. Disconnect and reconnect your WhatsApp bot, ask users to clear their WhatsApp cache, and wait 24-72 hours for propagation.

Access Token Expired (Error 190)
Generate a new access token from Meta Developers Dashboard, update the token in your bot settings, and convert to a long-lived token for reliability.

General Issues

Chatbot Not Appearing on Website

• Verify the installation script is added to your website
• Check that the script is placed before the closing </body> tag
• Clear your browser cache
• Check User Access settings for device/page restrictions

AI Not Responding Correctly

• Verify your LLM provider (ChatGPT, Claude, etc.) is connected
• Check your AI message credits
• Review and update your training data
• Check your chatbot persona settings

If you need further assistance, contact our support team.

Prerequisites for WhatsApp Bots

Before launching a WhatsApp bot via the WhatsApp Cloud API, you must verify the following requirements.

Required Checklist

• Phone Number — Must be active, capable of receiving SMS, and not already registered with WhatsApp or the Business App
• Business Status — A registered legal business entity
• Online Presence — An active website containing a privacy policy
• Policy Compliance — Your use case must align with WhatsApp and Meta commerce policy guidelines
• Payment Method — Valid debit or credit card enabled for international transactions to Meta
• Tax ID — GSTIN number required for Indian-registered businesses

Important Note

A single mobile number can only be used on one WhatsApp service at a time. This means you must choose between WhatsApp, WhatsApp Business App, or WhatsApp Business API. If repurposing an existing number, deactivate it from its current service first.

Once all prerequisites are met, you can begin setting up your WhatsApp bot.

Settings Overview

The Settings section allows you to configure your Howsit AI account, manage team access, create custom attributes, and set up integrations.

Available Settings

• Users & Teams Management — Manage team members and roles
• Custom Attributes — Create custom data fields
• Tags — Organise contacts with tags
• Custom Status — Define conversation statuses
• Quick Replies — Pre-written response templates
• 3rd Party APIs — External API connections
• Notifications — Alert preferences
• My Account — Personal account settings

Contacts & Chats APIs

Use the Howsit AI REST APIs to manage contacts and chat data programmatically.

Available Endpoints

Contacts

• GET /contacts — List all contacts
• GET /contacts/:id — Get a specific contact
• POST /contacts — Create a new contact
• PUT /contacts/:id — Update a contact
• DELETE /contacts/:id — Delete a contact

Chats

• GET /chats — List all chat conversations
• GET /chats/:id — Get a specific chat
• GET /chats/:id/messages — Get messages in a chat

All API requests require authentication via an API access token. See API Access Token for setup instructions.

Install Your Website Chatbot

Howsit AI enables direct chatbot integration into your website, allowing real-time visitor assistance, query resolution, lead collection, and support provision.

Benefits of Website Chatbot Deployment

• Instant visitor engagement
• Efficient lead generation
• Round-the-clock support availability
• Improved conversion rates
• Streamlined management through unified integration

Prerequisites

Before installing your chatbot, ensure you have:

• A fully developed and tested chatbot
• A configured conversation flow for effective customer interactions

Installation Steps

1. Visit your Howsit AI dashboard
2. Access Bots from the left menu and select your desired bot
3. Click “Install Your Chatbot”
4. Select your deployment platform (Custom Built, WordPress, Shopify, Wix, Squarespace, or Other)
5. Copy the chatbot script and paste it into your website code
6. Save and publish your website changes
7. Test chatbot functionality on your live site
8. Verify connection status confirmation

Deployment Options

• Website Chatbot – Floating chat widget on your site
• Landing Page Bot – Dedicated chatbot landing page
• Mobile App Chatbot – Embedded in mobile applications
• Embedded Chatbot – Placed within a specific section of your page

Website / Mobile App Bot

Deploy chatbots on your website, landing page, or mobile application to engage visitors, capture leads, and provide automated support.

Setup & Installation

• Install Your Chatbot — Choose your deployment method
• Website Installation
• Mobile App Installation
• Landing Page Bot

Chatflow

• Create Chatflow
• Components
• Multiple Flows

AI & Training

• Train Your AI Chatbot
• Chatbot Persona
• AI Basic Configuration

Customisation & Settings

• Customise Website Chatbot
• Chatbot Settings
• 3rd Party Integrations

WhatsApp Only Plans

Dedicated plans optimised for WhatsApp Business API usage, including message templates, broadcasts, and automation features.

What’s Included

• WhatsApp Business API access
• Template message management
• Broadcast capabilities
• Chatflow automation
• AI-powered responses
• CRM integrations

How to Subscribe

1. Go to Subscription from the sidebar
2. Select the WhatsApp Plans tab
3. Choose your plan
4. Complete payment

Users & Teams Management

Manage your team members, assign roles, and organise agents into departments for efficient chat routing and collaboration.

How to Access

1. Go to Settings from the sidebar
2. Click Users & Teams

Team Management

• Add Team Members — Invite users by email with specific role assignments
• Assign Roles — Admin, Agent, or custom roles with different permission levels
• Create Departments — Group agents by function (Sales, Support, etc.)
• Set Working Hours — Define availability schedules per agent

Roles & Permissions

• Admin — Full access to all settings and features
• Agent — Access to inbox, chats, and assigned conversations
• Custom Roles — Configurable permission sets

Drip Campaigns

Create automated message sequences that are sent over time to nurture leads and engage customers.

How to Create a Drip Campaign

1. Go to Inbox > Drip Campaigns
2. Click Create Campaign
3. Name your campaign
4. Add message steps with delays between each
5. Select your audience
6. Set the start trigger
7. Activate the campaign

Use Cases

• Onboarding — Welcome new customers with a series of helpful messages
• Lead Nurturing — Follow up with leads over days or weeks
• Re-engagement — Reach out to inactive contacts
• Event Reminders — Send countdown reminders before an event

System Requirements & Setup Checklist

Use this guide to verify that your browsers, accounts, and platforms meet the minimum requirements for Howsit AI. Proper environment configuration ensures smooth chatbot creation, deployment, and testing.

Browser Compatibility

Supported Browsers:

• Chrome (recommended)
• Firefox
• Microsoft Edge
• Safari
• Brave

Required Settings:

• Pop-ups allowed for the Howsit AI dashboard
• Stable internet connection (10 Mbps+ recommended)

General Account Requirements

• Valid email address or phone number for access
• Active Howsit AI account
• Accessible contact information for verification

Platform-Specific Requirements

Website:
Script snippet capability. Supports WordPress, Wix, Shopify, Custom HTML/CSS, Webflow, and Squarespace.

WhatsApp:

• Valid phone number not currently active on WhatsApp
• Meta Business Manager account
• Business website with name, products/services, and contact details

Facebook: Page admin access required.

Instagram: Business account required.

Telegram: Bot number required.

MS Teams: Admin Centre access with custom app/connector capability.

SMS: Provider credentials (e.g., Twilio) and verified sender ID.

AI Agent Preparation

• Clear business definition
• Organised knowledge sources (FAQs, documents, guides)
• Communication guidelines (tone, style, rules)
• Defined permitted actions
• Clean, structured data

Pre-Launch Testing

• Run 10+ test conversations
• Validate all chat flows
• Check AI response accuracy
• Verify integrations (CRM, Google Sheets, etc.)

Final Deployment Checks

• Website Bot: Script snippet added to your site
• WhatsApp Bot: Number connected or API verified
• Other Channels: Platform connection and permissions confirmed

Recommended Best Practices

• Update AI training monthly
• Use modular chat flow design
• Monitor analytics weekly
• Maintain consistent tone across channels
• Keep platform integrations current

Introduction

Welcome to the Howsit AI Help Centre. Get started with an overview of the platform, supported channels, and system requirements.

Getting Started

• Supported Platforms — Overview of all supported communication channels
• System Requirements — Browser and account requirements
• System Requirements & Setup Checklist — Complete pre-launch checklist

API Access Token

Generate and manage API access tokens to authenticate your API requests with Howsit AI.

How to Generate a Token

1. Go to Settings > API
2. Click Generate New Token
3. Copy the token and store it securely
4. Use the token in the Authorization header of your API requests

Best Practices

• Never share your API token publicly
• Regenerate tokens periodically for security
• Use environment variables to store tokens in your applications
• Revoke tokens immediately if compromised

Buying Add-Ons

Purchase additional message credits, AI tokens, or team member seats to extend your current plan’s limits.

Available Add-Ons

• Message Packs — Additional monthly messages
• AI Message Credits — Extra AI-powered response tokens
• Team Member Seats — Add more users to your account
• WhatsApp Conversations — Additional WhatsApp message quota

How to Purchase

1. Go to Subscription > Add-Ons
2. Select the add-on you need
3. Choose the quantity
4. Complete payment — credits are applied immediately

Install Your Mobile App Chatbot

Deploy your Howsit AI chatbot within your mobile application to provide in-app customer support and engagement.

Supported Platforms

• iOS (Swift / Objective-C)
• Android
• React Native
• Other Native Apps

Installation Steps

1. Navigate to Bots and select your bot
2. Click “Install Your Chatbot”
3. Select “Mobile App” as the deployment platform
4. Choose your mobile framework (iOS, Android, React Native, or Other)
5. Follow the platform-specific SDK integration instructions
6. Add the provided code snippet to your mobile app
7. Build and test the app to verify the chatbot works correctly

Recovering a Restricted Meta Account

If your Meta Business account or WhatsApp Business Account has been restricted, follow these steps to appeal and recover access.

Steps to Recover

1. Check your Account Quality in WhatsApp Manager for violation details
2. Identify the specific policy violation
3. Stop all messaging activity immediately
4. Document corrective actions taken
5. Submit an appeal via Meta Business Support
6. Wait for Meta’s review (typically 24-72 hours)

Prevention Tips

• Always obtain explicit opt-in from users before sending messages
• Avoid spam-like content in templates
• Monitor your account quality rating regularly
• Follow WhatsApp Commerce and Business policies
• Never create new accounts to bypass restrictions

WhatsApp Bot

Deploy and manage chatbots on WhatsApp to automate customer conversations, send broadcasts, and provide 24/7 support through the world’s most popular messaging platform.

Getting Started

• Prerequisites — Requirements before setting up a WhatsApp bot
• Co-existence Feature — Run WhatsApp Business App and bot simultaneously
• Chatbot Settings — Configure your WhatsApp bot

Agent vs Bot

Understand the difference between AI Agents and traditional Chatbots in Howsit AI to choose the right solution for your needs.

Chatbot (Rule-Based)

• Follows a pre-defined chatflow with fixed paths
• Uses components like Message, Single Choice, Email, etc.
• Ideal for structured conversations (lead capture, booking, surveys)
• Predictable and consistent responses
• Easy to build with drag-and-drop editor

AI Agent (AI-Powered)

• Uses natural language understanding to respond dynamically
• Learns from your knowledge base (website, files, FAQs)
• Handles open-ended questions and complex queries
• Adapts responses based on conversation context
• Requires LLM integration (ChatGPT, Claude, etc.)

When to Use Which?

• Use Chatbots for structured flows like lead capture, appointment booking, and surveys
• Use AI Agents for customer support, FAQ handling, and complex query resolution
• Combine both for the best of both worlds — use chatflows for structured data collection and AI for dynamic responses

Broadcast

Send mass messages to your contacts via WhatsApp using approved templates.

How to Create a Broadcast

1. Go to Inbox > Broadcast
2. Click Create Broadcast
3. Select your target audience (all contacts, specific tags, or groups)
4. Choose an approved WhatsApp template
5. Fill in template variables
6. Schedule or send immediately

Important Notes

• Broadcasts require approved WhatsApp message templates
• Contacts must have opted in to receive messages
• Monitor delivery rates and engagement in Analytics

Managing Custom Attributes

Custom attributes allow you to store additional data about your contacts beyond the default fields like name, email, and phone.

How to Create Custom Attributes

1. Go to Settings > Custom Attributes
2. Click Add Attribute
3. Enter the attribute name
4. Select the data type (Text, Number, Date, Boolean, etc.)
5. Save the attribute

Using Custom Attributes

• Collect data via chatflow components
• Use in If/Else branches for conditional logic
• Display in contact profiles
• Sync to CRM integrations
• Use as variables in messages (type “/” to insert)

Manage Tags

Tags help you categorise and organise contacts for better segmentation and targeted communication.

How to Create Tags

1. Go to Settings > Tags
2. Click Add Tag
3. Enter a tag name and optional description
4. Choose a colour for visual identification
5. Save the tag

How to Use Tags

• Apply tags to contacts manually from the Inbox
• Auto-assign tags via chatflow components
• Filter contacts by tag in your contact list
• Use tags for targeted WhatsApp broadcasts

Current Plan

View your active subscription details, usage statistics, and billing information.

How to Check

1. Go to Subscription from the sidebar
2. Your current plan details are displayed at the top

What You Can See

• Plan name and billing cycle
• Messages used vs. total allowance
• AI credits remaining
• Team member seats used
• Next billing date
• Payment method on file

Triggers Settings

Configure when and how your WhatsApp bot responds to incoming messages.

How to Access

1. Navigate to Bots and select your WhatsApp bot
2. Click Settings
3. Open the Triggers tab

Configuration Options

• Auto-reply Timing — Set how quickly the bot responds to incoming messages
• Trigger Keywords — Define specific keywords that activate the chatbot flow
• Business Hours — Configure when the bot is active vs when to show offline messages
• First Message Trigger — Automatically start a chatflow when a new conversation begins

MS Teams Bot

Deploy AI-powered bots within Microsoft Teams to automate internal operations, support IT and HR workflows, and provide team-wide helpdesk assistance.

Key Features

• Internal Q&A automation
• IT and HR support workflows
• Approval and request triggers
• Team-wide helpdesk automation

Getting Started

1. Navigate to Bots and click Create Bot
2. Select MS Teams as the platform
3. Follow the setup wizard to connect your Teams workspace
4. Configure your chatflow and AI settings
5. Deploy to your Teams environment

Prerequisites

• Microsoft Teams Admin Centre access
• Custom app or connector capability enabled
• Active Howsit AI account

Webhooks

Configure webhooks to receive real-time notifications when events occur in your Howsit AI account.

How to Set Up Webhooks

1. Go to Settings > Webhooks
2. Click Add Webhook
3. Enter your webhook endpoint URL
4. Select the events you want to receive notifications for
5. Save the webhook

Available Events

• New Contact — Triggered when a new contact is created
• New Message — Triggered when a message is received
• Chat Assigned — Triggered when a chat is assigned to an agent
• Chat Closed — Triggered when a conversation is closed
• Lead Qualified — Triggered when a contact meets qualification criteria

Webhook payloads are delivered as JSON POST requests to your configured endpoint.

System Requirements & Setup Checklist

Use this guide to verify that your browsers, accounts, and platforms meet the minimum requirements for Howsit AI. Proper environment configuration ensures smooth chatbot creation, deployment, and testing.

Browser Compatibility

Supported Browsers:

• Chrome (recommended)
• Firefox
• Microsoft Edge
• Safari
• Brave

Required Settings:

• Pop-ups allowed for the Howsit AI dashboard
• Stable internet connection (10 Mbps+ recommended)

General Account Requirements

• Valid email address or phone number for access
• Active Howsit AI account
• Accessible contact information for verification

Platform-Specific Requirements

Website:
Script snippet capability. Supports WordPress, Wix, Shopify, Custom HTML/CSS, Webflow, and Squarespace.

WhatsApp:

• Valid phone number not currently active on WhatsApp
• Meta Business Manager account
• Business website with name, products/services, and contact details

Facebook: Page admin access required.

Instagram: Business account required.

Telegram: Bot number required.

MS Teams: Admin Centre access with custom app/connector capability.

SMS: Provider credentials (e.g., Twilio) and verified sender ID.

AI Agent Preparation

• Clear business definition
• Organised knowledge sources (FAQs, documents, guides)
• Communication guidelines (tone, style, rules)
• Defined permitted actions
• Clean, structured data

Pre-Launch Testing

• Run 10+ test conversations
• Validate all chat flows
• Check AI response accuracy
• Verify integrations (CRM, Google Sheets, etc.)

Final Deployment Checks

• Website Bot: Script snippet added to your site
• WhatsApp Bot: Number connected or API verified
• Other Channels: Platform connection and permissions confirmed

Recommended Best Practices

• Update AI training monthly
• Use modular chat flow design
• Monitor analytics weekly
• Maintain consistent tone across channels
• Keep platform integrations current

Contacts

View and manage all contacts who have interacted with your chatbot across all channels.

Contact Management

• View Details — Name, email, phone, custom attributes
• Chat History — Full conversation history
• Tags — Applied labels for segmentation
• Status — Current pipeline status
• Export — Download contact data as CSV

Search and Filter

Use the search bar to find contacts by name, email, or phone. Apply filters by tag, status, date, or channel for targeted results.

Install Your Landing Page Bot

Create a dedicated chatbot landing page that serves as a standalone conversation interface for your customers.

What is a Landing Page Bot?

A landing page bot is a full-page chatbot experience hosted on its own URL. Unlike a widget that floats on your website, a landing page bot takes up the entire page and is ideal for lead capture campaigns, event registrations, and focused customer interactions.

How to Set Up

1. Navigate to Bots and select your bot
2. Click “Install Your Chatbot”
3. Select “Landing Page” as the deployment type
4. Customise the landing page design and content
5. Copy the generated landing page URL
6. Share the URL with your audience via email, social media, or ads

Setting Up Your AI Agent

Configure your AI Agent’s behaviour, knowledge base, and deployment settings.

Setup Steps

1. Name & Description — Give your agent a clear identity
2. AI Provider — Connect your LLM (ChatGPT, Claude, Gemini, or Deepseek)
3. Knowledge Base — Add training sources (websites, files, FAQs)
4. Persona — Set communication style, tone, and language
5. Custom Instructions — Define rules the agent must follow
6. Handoff Rules — Configure when to transfer to human agents
7. Deploy — Assign to a channel (Website, WhatsApp, etc.)

Install Embedded Chatbot

An embedded chatbot is placed within a specific section of your webpage, rather than appearing as a floating widget. This is useful for FAQ sections, support pages, or inline conversation experiences.

How to Set Up

1. Navigate to Bots and select your bot
2. Click “Install Your Chatbot”
3. Select “Embedded” as the deployment type
4. Copy the embed code provided
5. Paste the code into the HTML of the specific section on your website where you want the chatbot to appear
6. Save and publish your changes
7. Test to ensure the chatbot displays correctly in the designated area

Pricing FAQs

Common questions about Howsit AI pricing and subscriptions.

Frequently Asked Questions

Is there a free plan?
Yes, Howsit AI offers a free plan with basic features to get you started.

Can I upgrade or downgrade my plan?
Yes, you can change your plan at any time. Changes take effect at the start of your next billing cycle.

What payment methods are accepted?
We accept major credit and debit cards via Stripe.

Is there a trial period?
Premium plans include a 7-day trial period so you can explore all features before committing.

What happens when I reach my message limit?
You can purchase additional message packs or upgrade your plan. Your chatbot will continue to function but may have reduced capabilities until limits are increased.

Can I cancel my subscription?
Yes, you can cancel at any time from the Subscription page. Your plan remains active until the end of the current billing period.

Manage Custom Status

Custom statuses help you track the state of conversations and contacts through your sales or support pipeline.

How to Create Custom Statuses

1. Go to Settings > Custom Status
2. Click Add Status
3. Enter the status name (e.g., “Qualified Lead”, “Follow Up”, “Closed Won”)
4. Choose a colour
5. Set the order in your pipeline
6. Save

Statuses can be applied to contacts from the Inbox or assigned automatically via chatflow components.

Groups

Organise your contacts into groups for targeted communication and better contact management.

How to Create a Group

1. Go to Inbox > Contacts
2. Click Groups
3. Click Create Group
4. Name the group and add contacts
5. Save

Groups can be used for targeted broadcasts and segmented marketing campaigns.

Training Your AI Agent

Provide your AI Agent with relevant data sources so it can deliver accurate, helpful responses.

Training Sources

• Website — Crawl your website content automatically
• File Upload — Upload PDFs, documents, and text files
• FAQs — Add question-and-answer pairs
• Google Sheets — Import structured data
• Custom Text — Paste or type content directly

Best Practices

• Keep training data clean and well-organised
• Update training data regularly
• Test the agent’s responses after adding new data
• Remove outdated or incorrect information
• Use clear, structured content for best results

Quick Replies

Quick Replies are pre-written response templates that allow your agents to respond faster during live chat conversations.

How to Create Quick Replies

1. Go to Settings > Quick Replies
2. Click Add Quick Reply
3. Enter a shortcut keyword (e.g., “/greeting”)
4. Write the full reply text
5. Save

How to Use

During a live chat, type “/” followed by the shortcut keyword in the message box. The full reply will be inserted automatically.

WhatsApp Co-existence Feature

WhatsApp Co-existence enables businesses to operate the same phone number simultaneously on the WhatsApp Business App and Howsit AI’s WhatsApp Bot, eliminating the need for number migration.

Key Benefits

• Maintain active WhatsApp Business App functionality
• Enable automated messaging via Howsit AI
• Run manual and automated conversations in parallel
• Avoid downtime and number migration
• Test automation before scaling

Prerequisites

• Active Facebook account with Business Manager access
• Valid business website with Privacy Policy
• WhatsApp-compliant use case
• Active WhatsApp Business App number (2+ weeks established)
• SMS/voice OTP capability
• International payment-enabled debit/credit card

Setup Process

1. Access WhatsApp setup in your Howsit AI Dashboard and select “Connect your WhatsApp Number”
2. Accept and confirm all WhatsApp prerequisites
3. Log into Meta’s Embedded Signup using Facebook credentials
4. Grant required permissions to Howsit AI
5. Connect your business portfolio
6. Enter your WhatsApp Business App phone number for verification
7. Receive verification message in WhatsApp Business App and tap “Connect”
8. Confirm chat history sharing (optional but recommended)
9. Paste verification code or scan QR to confirm ownership
10. Review and grant access permissions

Meta will review business compliance within 24 hours.

What You Can Do

• Send and receive messages via WhatsApp API
• Reply manually from the WhatsApp Business App
• Run chatbots and automated workflows
• Send approved WhatsApp template messages
• Manage chats from both platforms simultaneously

Limitations

• Maximum 20 messages per second throughput
• Last 6 months of chat history synced
• Some features disabled for API compatibility (message edit, disappearing messages, live location, broadcast lists, group chats, voice/video calls via API)

Live Chats

Manage real-time conversations with customers when they request human support or when the chatbot transfers the conversation.

How Live Chat Works

1. A customer triggers the Live Chat component in the chatflow
2. The conversation appears in your Inbox
3. An agent picks up or is auto-assigned the chat
4. The agent responds in real-time
5. When finished, the agent closes the conversation

Features

• Quick Replies — Use pre-written templates for faster responses
• Internal Notes — Add notes visible only to agents
• File Sharing — Send images, documents, and files
• Chat Assignment — Transfer chats between agents
• Contact Details — View customer info in the sidebar

Install AI Agents

Deploy your AI Agent to your preferred communication channel.

Deployment Options

• Website — Add to your website as a chat widget
• WhatsApp — Connect to your WhatsApp Business number
• Facebook — Deploy on your Facebook page
• Instagram — Enable in Instagram DMs

How to Deploy

1. Navigate to your AI Agent settings
2. Click Install or Deploy
3. Select the target channel
4. Follow the channel-specific setup instructions
5. Test the agent on the live channel

Install Your Chatbot

Choose how and where to deploy your Howsit AI chatbot. Multiple deployment options are available to suit your needs.

Deployment Options

• Website Chatbot — Floating chat widget on your site (WordPress, Shopify, Wix, Squarespace, Custom)
• Landing Page Bot — Standalone chatbot landing page
• Mobile App Chatbot — Embedded in iOS, Android, or React Native apps
• Embedded Chatbot — Inline within a specific page section

Before You Install

Make sure you have:

• A fully configured chatflow
• Tested your bot using the “Test Bot” feature
• Customised the bot design to match your brand

Using Tags

Apply tags to contacts and conversations for better organisation and targeted messaging.

How to Apply Tags

1. Open a conversation in the Inbox
2. Click the Tags section in the contact panel
3. Select existing tags or create new ones
4. Tags are saved automatically

Uses for Tags

• Segment contacts for targeted broadcasts
• Track conversation topics
• Filter contacts in your database
• Create automated workflows based on tags

3rd Party APIs

Connect external APIs to your Howsit AI chatbot for custom integrations and data exchange.

How to Set Up

1. Go to Settings > 3rd Party APIs
2. Click Add API
3. Enter the API endpoint URL
4. Select the HTTP method (GET, POST, PUT, DELETE)
5. Add headers and authentication details
6. Configure request body parameters
7. Test the API connection
8. Save

Once configured, you can use the API component in your chatflows to send and receive data from external systems.

Agent Settings

Configure your AI Agent’s advanced settings for optimal performance.

Available Settings

• Response Length — Set preferred answer length (short, medium, detailed)
• Temperature — Control response creativity (lower = more focused, higher = more creative)
• Language — Set primary language or enable auto-detection
• Fallback Behaviour — What happens when the agent can’t answer
• Human Handoff — Conditions for transferring to a live agent
• Working Hours — Set agent availability schedule
• Notifications — Alert settings for agent interactions

Manage Chatflow

The Chatflow section is where you build and manage the conversation flows that power your chatbot. A chatflow is the structured sequence of messages that shapes how your bot interacts with users.

What You Can Do

• Create Chatflow — Build new conversation flows from scratch or import existing ones
• Multiple Flows (Redirect Component) — Connect multiple flows for modular conversation design
• Components in Chatflow — Learn about all available components
• Sending Emojis — Add emojis to your chatbot messages

Notifications

Configure notification preferences to stay informed about important events in your Howsit AI account.

Available Notification Types

• New Lead Alerts — Get notified when a new contact interacts with your bot
• Live Chat Requests — Alerts when a user requests human support
• Assigned Chat Notifications — Notifications when chats are routed to you
• System Alerts — Important account and billing notifications

How to Configure

1. Go to Settings > Notifications
2. Toggle notifications on or off for each type
3. Set email and/or browser notification preferences
4. Save changes

Create Chatflow

A chatflow is the structured sequence of messages that shapes how your chatbot interacts with users. It controls the order of questions, messages, and actions throughout conversations.

How to Access the Chatflow Editor

1. Navigate to the Bots section and select your chatbot
2. Click the Chatflow tab
3. Choose an existing flow to edit or create a new one
4. Use the search bar to find bots by name if needed

Starting a New Flow

You have two options to get started:

• Import an existing flow – Use JSON files via the “Import Flow” button
• Create a fresh flow – Click “Create New Flow” and name your flow

Editing Tools

The chatflow editor provides component insertion options including:

• User input fields (name, email, phone number)
• Single-choice or multi-choice questions
• Web links
• Smart questions
• Live Chat transfers

Navigation Features

• Fit View – Centres your flow on screen
• Zoom Controls – Adjust visibility level
• Delete and Lock – Manage flow access
• Mini Map – Locate components in large flows
• Test Flow – Preview user interactions before going live

Component Management

You can add, reorder, duplicate, and delete steps using drag-and-drop functionality. Connectors link sequential messages using conditional logic or action triggers.

Completing Your Flow

Flows must conclude with an “End Chat” selection to prevent errors. Once complete, you can download chatflows and import them into other bots of the same type.

Changing a WhatsApp Bot Number

If you need to change the phone number associated with your WhatsApp bot, follow these steps.

Steps to Change

1. Navigate to Bots and select your WhatsApp bot
2. Go to Bot Setup
3. Click Change Number
4. Enter your new phone number
5. Complete the verification process (SMS or voice OTP)
6. Confirm the number change

Important Notes

• The new number must not be registered on WhatsApp or WhatsApp Business
• All existing chatflows will continue to work with the new number
• Broadcast and template message history may be affected
• Contacts will need to message the new number to start new conversations

Multiple Flows (Redirect Component)

The Redirect component allows you to connect multiple chatflows within the same bot. This enables you to break complex conversations into smaller, manageable flows and create personalised conversation paths.

Creating a Trigger Flow

1. Click on Bots and select your bot
2. Click on the Chatflow tab from the expanded menu
3. Select the flow you want to edit or create a new flow
4. Configure this new flow as needed — it will now appear in your list of available flows

Setting Up a Redirect in an Existing Flow

1. Go to the flow from which you want to trigger your newly created flow
2. Insert the Redirect component into the chatflow
3. From the dropdown inside the component, select the flow you want the conversation to jump to

After selecting, the bot will seamlessly move to the chosen flow when activated.

How Flow Redirection Works

When the redirect is triggered, the bot transitions to the selected flow automatically. This functionality enables you to:

• Break complex conversations into smaller, manageable flows
• Create personalised conversation paths
• Build dynamic, flexible chatbot interactions

Managing My Account

Update your personal account details, change your password, and manage your profile settings.

How to Access

1. Go to Settings > My Account

What You Can Update

• Profile Information — Name, email, phone number
• Password — Change your account password
• Profile Picture — Upload or update your avatar
• Timezone — Set your local timezone
• Language — Select your preferred interface language

WhatsApp Display Name Not Visible

If your WhatsApp bot’s display name is not showing to recipients, follow these troubleshooting steps.

Common Causes

• Display name not yet approved by Meta
• Business verification incomplete
• Name doesn’t meet WhatsApp naming guidelines
• Recent name change still processing

How to Fix

1. Check your Meta Business Manager for display name approval status
2. Ensure your business is verified in Meta Business Manager
3. Review WhatsApp’s display name guidelines — names must represent your business accurately
4. Wait 24-48 hours after approval for the name to propagate
5. If issues persist, contact Howsit AI support for assistance

Components in Chatflow

Components are the building blocks of your chatbot conversation. They determine what your bot asks, says, and does during interactions. Below is a complete overview of all available components.

Request Information Components

These components pause the flow until the user provides the requested data.

Name
Requests the user’s name as input. The flow will not continue until the user provides a response.

Phone Number
Collects valid phone numbers with customisable country code selection.

Email
Gathers email addresses from users with customisable request messaging.

Single Choice
Presents multiple options where users select only one. Supports up to 5 options with customisable linking to next components.

Multiple Choice
Allows selection of multiple options from up to 5 available choices with custom routing.

Text Questions
Collects open-ended, custom responses from users.

File Upload
Enables users to upload files, images, or videos.

Iframe
Displays external webpages or embedded content within the chat interface with customisable CTA buttons.

Appointment
Automates appointment booking by connecting with calendar providers, showing availability, and collecting attendee details automatically.

Location
Requests textual location information from users.

Date/Time
Allows selection of dates and optional times via a calendar interface.

Rating
Collects user experience ratings with five predefined options.

Range
Enables selection within specified ranges using slider controls with customisable prefixes, suffixes, and step intervals.

Numeric Input
Accepts numerical values from users.

Smart Question
Routes conversations based on keyword matching in user responses (exact or partial match options).

Redirect
Transfers users to alternative pre-built chatflows within the same bot.

API
Integrates third-party systems. Response codes determine the next message (200 = success, 400 = error).

Send Information Components

These components deliver content to users without requiring a response.

Message
Sends informational text messages to the user.

Image/GIF
Delivers images or GIFs by searching, uploading, or linking URLs.

Video
Transmits video messages (maximum 15 MB file size).

Web Link
Redirects users to external websites or pages with customisable titles and multiple link support.

Trigger Actions Components

These components initiate specific system behaviours.

Live Chat
Initiates a live agent connection with team management access.

Chat GPT
Activates AI-powered conversations with query suggestions and training capabilities.

Assign Chat
Automatically distributes live chat requests among team members using Round Robin logic or department-based assignment, with offline and business hours filters.

If/Else Branch
Creates conditional logic branches based on visitor responses, custom attributes, contact properties, or chat properties using comparison operators (equal, not equal, greater than, less than) with AND/OR conditions.

Redirect
Connects multiple flows within the same bot for modular conversation design.

Advanced Features

Go to Next Message: Available in all components, allowing flow connections through dropdown selection.

Custom Variables: Accessible in message customisation by typing “/” to insert pre-built variables.

Using Third-Party APIs

Learn how to use configured APIs within your chatflows to exchange data with external systems.

Adding an API Component to Your Flow

1. Open your chatflow editor
2. Add the API component
3. Select a configured API from the dropdown
4. Map input variables to API parameters
5. Configure success (200) and error (400) response paths
6. Store API response data in custom attributes

Response Handling

• Success (200) — Conversation continues to the success path
• Error (400+) — Conversation follows the error path
• Response data can be used in subsequent messages using custom variables

Send Information Components

Send Information components deliver content to users without requiring a response. Use them to share messages, media, and links.

Available Components

Message
Send informational text messages to the user. Supports rich text formatting and custom variables.

Image/GIF
Deliver images or GIFs by searching, uploading, or linking URLs.

Video
Share video messages with users. Maximum file size is 15 MB.

Web Link
Redirect users to external websites or pages. Customise the link title and add multiple links in a single component.

Sending Emojis

Add emojis to your chatbot messages to make conversations more engaging and friendly.

How to Add Emojis

1. Open your chatflow in the editor
2. Select a Message component
3. Click the emoji icon in the message editor
4. Browse or search for the emoji you want
5. Click to insert it into your message

Emojis can be used in any text-based component including Messages, Single Choice options, and CTA buttons.

Customise Your Bot Widget

Tailor your chatbot’s visual appearance to match your brand identity. The customisation options allow you to control the look and feel of your chatbot without any coding.

Customisation Guides

• Customise Website Chatbot — Modify content, theme, and layout for your website bot
• Customise Landing Page Bot — Design your chatbot landing page

Customise Website Chatbot

This feature enables you to design, style, and configure your chatbot to match your brand identity and website aesthetics. You can control the appearance, behaviour, and visitor interactions.

How to Access Customisation

1. Click Bots from the left menu
2. Select any website bot
3. Click “Chatbot Design” from the expanded side panel
4. You will land on the Content tab by default
5. Switch tabs to modify Theme and Layout

Content Tab

Configure these elements:

• Bot Name — Set your chatbot’s display name
• Call to Action — Add an inviting catch phrase
• Auto-hide CTA — Toggle with time selection (in seconds)
• Hide CTA Chat Bubble — Show or hide the bubble
• Chat Bubble Background Colour — Match your brand
• Chat Bubble Text Colour — Ensure readability

Theme Tab

Customise the visual appearance:

1. Select chat window style
2. Choose bot icon or upload a custom icon
3. Select chatbot window theme colour
4. Choose chat background colour
5. Select font style
6. Set bot icon position
7. Add Custom CSS for advanced designs and launcher icon customisation
8. Save changes to apply modifications

Layout Tab

Manage positioning and sizing:

• Select chat window positioning for web
• Select chat window positioning for mobile
• Choose chat window size
• Save your customisations

Trigger Actions

Trigger Actions are components that initiate specific system behaviours within your chatflow. They allow your bot to perform actions beyond simple message exchange.

Available Trigger Actions

• Live Chat — Transfer the conversation to a human agent
• ChatGPT — Activate AI-powered responses
• Assign Chat — Route conversations to specific team members using Round Robin or department-based assignment
• If/Else Branch — Create conditional logic based on visitor data or responses
• Redirect — Connect to another chatflow within the same bot

Each trigger action can be configured with custom parameters. See the Components in Chatflow guide for detailed configuration instructions.

Transfer Chat to WhatsApp

Enable your website chatbot to seamlessly transfer conversations to WhatsApp, allowing customers to continue the conversation on their preferred messaging platform.

How to Enable

1. Navigate to Bots and select your website bot
2. Go to Settings > Chat Window
3. Find the WhatsApp Transfer section
4. Enable the toggle
5. Enter your WhatsApp number
6. Customise the transfer button text
7. Click Save Changes

When enabled, a WhatsApp button appears in the chat window. Clicking it opens WhatsApp with a pre-filled message containing the conversation context.

Configuring Chatbot Scenarios

Chatbot scenarios define how your bot responds in different conversation situations. Configure these to ensure your bot handles various user intents effectively.

How to Access Scenarios

1. Navigate to Bots and select your bot
2. Go to AI Settings
3. Open Configuring Chatbot Scenarios

What You Can Configure

• Greeting scenarios — How the bot welcomes users
• Fallback responses — What happens when the bot doesn’t understand a query
• Handoff triggers — When to transfer to a human agent
• Custom scenarios — Business-specific conversation paths

Each scenario can be customised with specific triggers, conditions, and response templates.

Train Your AI Chatbot

Training your AI chatbot means providing it with relevant resources such as your website content, files, Google Sheets, or FAQs. This enables the chatbot to deliver accurate responses that are aligned with your business data.

Why Train Your Chatbot?

Proper training enhances the chatbot’s ability to assist users by ensuring responses remain grounded in your provided information, rather than generating unreliable answers. This improves response accuracy, user satisfaction, and operational efficiency.

How to Access Bot Training

1. Access the Bots section from the sidebar
2. Select your desired bot
3. Click the Bot Training option

Available Training Methods

• Website — Train from your website content
• File Upload — Upload documents, PDFs, and text files
• Google Sheets — Connect and import structured data
• FAQs — Add frequently asked questions and answers
• Conversation History — Learn from past interactions
• Other Sources — Additional data sources

Each method has a dedicated guide with step-by-step instructions.

File Upload

Train your AI chatbot by uploading documents, PDFs, and text files. The bot will use this content to answer user queries accurately.

How to Upload Training Files

1. Navigate to Bots and select your bot
2. Click Bot Training
3. Select the File Upload tab
4. Drag and drop files or click to browse
5. Wait for the files to process
6. The bot will now use the uploaded content to generate responses

Supported File Types

• PDF documents
• Text files (.txt)
• Word documents (.doc, .docx)

Ensure your files contain clean, well-structured content for the best training results.

User Access

The User Access feature enables you to manage chatbot accessibility through device type, IP filtering, page restrictions, and geographic targeting.

How to Access User Access Settings

1. Navigate to Bots from the sidebar
2. Select your website bot
3. Click Settings and open the User Access tab

Configuration Options

Device Selection
Limit chatbot availability to Mobile-only, Desktop-only, or All devices.

IP Address Blocking
Add IP addresses you want to block from accessing the chatbot. Enter multiple addresses by pressing Enter.

Page-Specific Restrictions
Specify URLs of pages where you do not want the chatbot to appear. Enter multiple URLs individually.

Geographic Limitations
Select specific countries for chatbot visibility. The chatbot will only appear to users in the selected regions.

Click Save Changes to apply your settings.

Design

The Design section enables comprehensive visual customisation of your chatbots and landing pages. Adjust chat window styles, colours, fonts, icons, and landing page content to match your brand identity.

Benefits

• Brand Consistency — Aligned visual elements across channels
• Enhanced User Experience — Appealing, intuitive interfaces
• Flexible Customisation — No coding required
• Improved Engagement — Custom elements that match your brand
• Quick Updates — Real-time modifications

What You Can Customise

• Chat window layout and positioning
• Theme colours for windows and backgrounds
• Bot icons (preloaded or custom uploads)
• Landing page content including headers and descriptions
• Font styles across chat and landing pages
• Social media link integration

For detailed instructions, see the guides for Website Chatbot Customisation and Landing Page Bot Customisation.

Chat Window

The Chat Window settings allow you to customise your chatbot’s interface appearance and functionality, creating a seamless, branded, and user-friendly chat experience.

How to Access Chat Window Settings

1. Access the Bots section from the left sidebar
2. Select your website bot
3. Click Settings
4. Navigate to the Chat Window tab

Bot Identity

Define labels for automated responses (e.g., Bot, Assistant, Support).

Live Chat

• Enable human agent conversations
• Set agent display names
• Configure transfer protocols and request expiry timing
• Customise message colours for primary, secondary, and unavailable states

User Controls

• Allow users to restart the conversation at any time
• Customise menu text

Additional Features

• WhatsApp Transfer — Integration with configurable button text
• Chat Feedback — Rating screen collection
• Custom Input Placeholder — Customise the input field text
• Ticketing System — Support tracking integration
• Knowledge Base — Self-service support integration
• Chat History — Manage clear-on-reload or restart behaviour
• AI Response Streaming — Real-time dynamic message display

All modifications apply immediately upon clicking Save Changes.

FAQs

Add frequently asked questions and their answers to train your chatbot. This ensures accurate, consistent responses to common customer queries.

How to Add FAQs

1. Navigate to Bots and select your bot
2. Click Bot Training
3. Select the FAQs tab
4. Click Add FAQ
5. Enter the question and answer
6. Add alternative phrasings if needed
7. Save your FAQs

Tips for Effective FAQs

• Write questions the way customers actually ask them
• Keep answers concise and helpful
• Add multiple variations of the same question
• Review and update FAQs regularly based on chat analytics

Conversation History

Use past conversation data to train and improve your AI chatbot. The chatbot learns from real interactions to provide better responses over time.

How to Use Conversation History for Training

1. Navigate to Bots and select your bot
2. Click Bot Training
3. Select the Conversation History tab
4. Review past conversations
5. Select relevant conversations to include in training
6. The AI will use these interactions to improve future responses

Best Practices

• Regularly review conversation logs for training opportunities
• Focus on conversations where the bot provided incorrect or incomplete answers
• Remove sensitive or irrelevant data before training

Website Settings

Configure the website-specific settings for your chatbot to control how it behaves on your site.

How to Access

1. Navigate to Bots and select your website bot
2. Click Settings

Available Settings

• General — Language, timezone, messages
• Design — Visual customisation
• Alerts — Notification settings
• Triggers — Display timing
• User Access — Access restrictions
• Chat Window — Interface settings

Chatbot Settings

Configure your chatbot’s behaviour, appearance, and integration options from the Settings section.

Available Settings

• General — Language, timezone, messages, and data collection
• Design — Visual customisation of chat window and landing pages
• Alerts — Email notifications for new leads and returning visitors
• Triggers — Control when and how your chatbot appears
• User Access — Device, IP, page, and geographic restrictions
• Chat Window — Interface appearance and live chat settings

Alerts

Configure notification settings to stay informed about new leads and returning visitors interacting with your chatbot.

How to Access Alert Settings

1. Access Bots from the sidebar
2. Select your website bot
3. Click Settings
4. Navigate to the Alerts tab

Configuration Options

Email Subject
Enter the subject line for email notifications. This will be the title of the email you receive when a new lead interacts with your bot.

Email Notifications
Toggle to enable or disable email alerts whenever new leads interact with the bot.

Email Addresses
Add the email addresses where you want to receive notifications. Enter multiple addresses by pressing Enter after each entry.

Lead Revisit Notifications
Enable alerts when returning leads re-engage with the bot (e.g., when someone interacts with the bot, leaves, and then returns later).

Save Changes
Click to finalise all configured alert settings.

3rd Party Integrations

Howsit AI offers 55+ integrations to automate your workflow. Connect third-party applications through native integrations or build custom ones using the “My Integration” feature.

What Do Integrations Do?

Howsit AI collects customer data including chat conversations, page activity, location, device, and browser information. Integrations allow this data to transfer to external tools like CRMs, scheduling software, and task management platforms.

How to Connect an Integration

1. Access your Howsit AI dashboard
2. Navigate to 3rd Party Apps Integrations
3. Search for your desired application
4. Click Connect and follow the prompts

Custom Integrations

If your required application is not available as a native integration, you can build no-code custom integrations using Howsit AI’s capabilities. See the dedicated guide for detailed instructions.

Other Sources

In addition to websites, files, Google Sheets, and FAQs, you can train your chatbot using other data sources.

Available Options

• Text Input — Paste or type content directly into the training interface
• URLs — Add specific webpage URLs for the bot to learn from
• Custom Data — Import structured data in supported formats

How to Add Other Sources

1. Navigate to Bots and select your bot
2. Click Bot Training
3. Select the Other Sources tab
4. Choose your input method
5. Add your content
6. Save to begin training

Google Sheets

Connect Google Sheets to train your AI chatbot with structured data. This is ideal for FAQ databases, product catalogues, and structured knowledge bases.

How to Connect Google Sheets

1. Navigate to Bots and select your bot
2. Click Bot Training
3. Select the Google Sheets tab
4. Click Connect Google Account
5. Authorise access to your Google Sheets
6. Select the spreadsheet and sheet you want to use
7. Map the columns to question/answer pairs
8. Save to begin training

Best Practices

• Use clear column headers
• Keep data clean and well-organised
• Update the sheet regularly to keep responses current

General Settings

Configure general settings for your chatbot to control its behaviour, appearance, and data collection preferences.

How to Access General Settings

1. Navigate to the Bots section
2. Select your website bot
3. Click Settings to access the General tab

Message Customisation

Configure messages that your visitors see:

• Waiting Message — Set the expected response time (e.g., “Usual reply time: 2 to 3 minutes”)
• Unavailability Message — Display when support is offline

Interface Preferences

• Language — Select the chatbot’s display language
• Timezone — Set the time reference used for chatbot availability, working hours, and time-based automations

Chat Features

• Toggle chatbot status (active/inactive)
• Enable incomplete response delivery
• Invalidate cache to refresh data
• Customise chat history display
• Configure sound settings for pop-ups and messages

Data Collection

• IP and Device Information — Enable capture for analytics
• URL Source Tracking — Monitor campaign performance and understand visitor intent
• Whitelabel — Toggle to remove platform branding

Chatbot Templates

Howsit AI provides pre-built chatbot templates to help you get started quickly. Templates include ready-made chatflows designed for common use cases.

How to Use Templates

1. During bot creation, select a use case (Lead Generation, Customer Support, etc.)
2. A relevant template chatflow is automatically applied
3. You can also import templates into existing bots via the Import Flow button

Available Template Categories

• Lead Generation — Capture visitor information and qualify leads
• Customer Support — Answer FAQs and route to agents
• Appointment Booking — Schedule meetings and consultations
• E-commerce — Product recommendations and order tracking
• Marketing Automation — Campaign-driven conversations

Each template can be fully customised to match your specific business requirements.

Chatbot Persona

Configure your chatbot’s personality to create natural, engaging conversations that align with your brand voice.

See the full Chatbot Persona Configuration Guide for detailed setup instructions including communication style, chat scenarios, and custom instructions.

Basic Configuration

The Basic Configuration section establishes core AI functionality for your chatbot, including LLM provider integration, message credit management, and third-party app connections.

How to Access Basic Configuration

1. Create your chatbot first
2. Navigate to your chatbot’s AI Settings
3. Open the Basic Configuration section

LLM Provider Integration

This step is mandatory for AI-based chatbot behaviour.

1. Click “Integrate LLM Provider” in Basic Configuration
2. Browse supported providers (ChatGPT, Claude, Gemini, Deepseek)
3. Enter your API credentials and complete authorisation

Third-Party Apps Integration

Connect multiple external tools:

• AI/LLM providers
• CRMs for lead capture
• Appointment scheduling systems
• Payment gateways

Connection status displays as either “Not Connected” or “Connected”, with a search function to locate specific applications.

AI Message Credits

When your plan limits are reached, you can purchase additional message packs through the Basic Configuration section. Credits are applied immediately upon payment completion.

Chatbot Persona

The AI Persona feature allows you to customise your chatbot’s personality traits for improved customer engagement and brand consistency.

Benefits

• Enhanced customer engagement through natural, relatable interactions
• Alignment with brand identity and communication standards
• Improved conversation effectiveness toward desired outcomes
• Personalised experiences adapted to user behaviour

Prerequisites

Integration with an AI platform (ChatGPT, Claude, Gemini, or Deepseek) is required before configuring personas.

How to Configure a Persona

1. Create your chatbot first
2. Access AI Settings for your chatbot
3. Navigate to “Configure AI Personality”
4. Disable “Let AI Manage bot’s personality as needed”
5. Select “Create Persona”

Persona Configuration Options

Persona Details
Set a title, description, and photo for the persona card.

Communication Style

• Answer length and perspective selection
• Tone options (formal, joyful, sincere, etc.)
• Language detection or specific language assignment
• Formatting choices (paragraphs, bullets, numbered lists)
• Source citation toggle
• Chat history personalisation

Chat Scenarios
Customise responses for specific conversation situations.

Custom Instructions
Add direct commands the chatbot consistently follows regarding display, tone, and answer style.

GPT Assistant Key Setup

Connect your OpenAI GPT Assistant to your Howsit AI chatbot for advanced AI-powered conversations.

Prerequisites

• An OpenAI account with API access
• A GPT Assistant created in the OpenAI platform
• Your Assistant ID and API key

How to Connect

1. Navigate to Bots and select your bot
2. Go to AI Settings
3. Find the GPT Assistant section
4. Enter your OpenAI API key
5. Enter your GPT Assistant ID
6. Save the configuration

Once connected, your chatbot will use the GPT Assistant to handle complex queries, leveraging the custom instructions and knowledge you have configured in OpenAI.

ChatGPT Integration

Connect ChatGPT to your Howsit AI chatbot to enable AI-powered conversations and intelligent responses.

How to Integrate

1. Navigate to Bots and select your bot
2. Go to 3rd Party Integrations
3. Search for ChatGPT
4. Click Connect
5. Enter your OpenAI API key
6. Select the model you want to use
7. Configure response parameters (temperature, max tokens)
8. Save the integration

Using ChatGPT in Your Chatflow

Once connected, you can add the ChatGPT component to any chatflow. The bot will use AI to generate dynamic, context-aware responses based on your training data and the user’s query.

AI Chat Summary

The AI Chat Summary feature automatically generates summaries of chatbot conversations, providing quick insights into customer interactions.

How to Enable

1. Navigate to Bots and select your bot
2. Go to AI Settings
3. Find the Chat Summary option
4. Enable the toggle

What It Does

• Automatically summarises each conversation after it ends
• Highlights key topics discussed
• Identifies user intent and sentiment
• Available in the Inbox for quick review

This feature saves time by allowing your team to quickly understand conversation context without reading entire chat logs.

Integrate with WooCommerce

Connect your WooCommerce store with Howsit AI to automate customer support, order tracking, and product recommendations.

How to Integrate

1. Navigate to Bots and select your bot
2. Go to 3rd Party Integrations
3. Search for WooCommerce
4. Click Connect
5. Enter your WooCommerce store URL
6. Add your WooCommerce API consumer key and secret
7. Save the integration

What You Can Automate

• Product catalogue browsing within chat
• Order status enquiries
• Cart abandonment follow-ups
• Product recommendations
• Customer support for orders

Integrate with Close CRM

Connect Close CRM with Howsit AI to automatically sync leads and customer data from chatbot conversations.

How to Integrate

1. Navigate to Bots and select your bot
2. Go to 3rd Party Integrations
3. Search for Close CRM
4. Click Connect
5. Enter your Close CRM API key
6. Map chatbot fields to CRM fields
7. Save the integration

What Gets Synced

• Lead contact details (name, email, phone)
• Conversation transcripts
• Custom attributes
• Lead qualification data

Integrate with Deepseek

Connect Deepseek AI to your Howsit AI chatbot for cost-effective AI-powered conversations.

How to Integrate

1. Navigate to Bots and select your bot
2. Go to 3rd Party Integrations
3. Search for Deepseek
4. Click Connect
5. Enter your Deepseek API key
6. Save the integration

Once connected, Deepseek will power your chatbot’s AI responses, providing intelligent answers based on your training data.

Integrate with Claude

Connect Anthropic’s Claude AI to your Howsit AI chatbot for intelligent, context-aware conversations.

How to Integrate

1. Navigate to Bots and select your bot
2. Go to 3rd Party Integrations
3. Search for Claude
4. Click Connect
5. Enter your Anthropic API key
6. Select the Claude model version
7. Save the integration

Using Claude in Your Chatflow

Once connected, Claude can be used as your chatbot’s AI engine, providing thoughtful and nuanced responses to customer queries.