Introduction

Botvee gives your business an AI agent that answers your customers for you, day and night. You teach it about your business once, and it replies on your website, WhatsApp and the other channels you connect. Use it when customers ask the same questions again and again, when messages arrive after you have gone home, or when you want every chat to end in a sale, a booking or a lead.

An “AI agent” is simply a chat assistant trained on your own website and files. It does not make up answers from the internet. It reads your pages, your price list and your policies, and answers from those. One agent can work on many channels at the same time, with the same knowledge everywhere.

Before you start

• An email address — to create your Botvee account
• Your website address — so the agent can learn from your pages. You can also start with files only
• Your most important documents — price list, delivery policy, return policy and FAQ, as PDF or Word files
• Ten minutes — enough to create an agent and see it answer

How to set it up

1. 1

   Create your account

   Sign up on botvee.ai and complete the short setup questions about your business. You land on your dashboard when you finish

2. 2

   Create your AI agent

   Open Dashboard → My AI Agents and click “Create agent”. Pick a template for your type of business so the agent starts with sensible instructions

3. 3

   Teach it your business

   Choose the website pages and files it should learn from. Training starts on its own and takes a few minutes

4. 4

   Test it privately

   Open Dashboard → Playground and ask the questions your customers usually ask. Nothing you type here reaches a customer

5. 5

   Put it where your customers are

   Open Dashboard → Integrations and connect your website first, then WhatsApp or any other channel

The Quick Start page walks through each of these steps in more detail.

What happens next

1. 1Customer writes
2. 2Agent reads your content
3. 3Agent replies in seconds
4. 4Collects details or books a meeting
5. 5Hands hard chats to your team

Once an agent is live, it answers every new message on the channels you connected. Every chat is saved in Dashboard → All Chats. When a customer asks for a person, or the agent cannot help, the chat moves to Dashboard → Inbox so someone from your team can reply.

What you can do with it

• Answer questions — From your own website, files and products, in the customer’s language. Roman Urdu gets a Roman Urdu reply
• Understand voice notes and photos — Customers can talk or send a picture instead of typing, and the agent still understands
• Collect leads — After a few messages it asks for name, email and phone, and gives each lead a score so you know who to call first
• Book appointments — Customers pick a free time inside the chat, and the booking can land in your Google Calendar
• Bring in your team — It opens a support ticket or passes the chat to a person when needed, with the whole history attached
• Help your online store — Confirms cash-on-delivery orders, reminds shoppers about carts they left and tells them when a product is back in stock
• Write email replies — Email AI drafts or sends replies to customer emails (in beta)

Good to know

• Botvee runs on credits. The Free plan gives you 500 credits every month, and one AI reply uses 10 credits. See Plans & Limits
• Messages from your customers never cost anything. Credits are only used when something is sent
• Your first AI agent trains free
• Your chats, leads and data stay yours. You can export or erase a customer’s data from Dashboard → Settings → Security