Welcome to the Botbiz Onboarding and Training Portal.
We’ve made getting started super simple with easy-to-follow videos and guides. Learn how to set up your WhatsApp automation, use features like chatbots, and send bulk messages. Everything you need is right here—let’s get started!
1. Connect your account.
To setup a WhatsApp API, you ned:
1. A new number that’s not already registered with WhatsApp
2. A proof of your business registration
3. GST Certificate (For Indian Businesses)
2. Setup Payment Method
Configuring payments has been covered in the video above.
Nevertheless, numerous users tend to overlook this process or fail to set it up properly, which leads to unsuccessful broadcast messages.
To assist you, we’ve developed a comprehensive article that provides step-by-step instructions along with screenshots to verify if your payment method is added. If it isn’t, the guide will take you through the process of adding it easily.
3. Change Profile Picture, Description & Website
The WhatsApp Business API allows businesses to easily update their display picture, description, website, and other profile details to maintain a professional and trustworthy presence.
Keeping this information accurate ensures better customer engagement and aligns with your brand identity.
4. Send Bulk Broadcast Message
Sending bulk messages on WhatsApp using Botbiz is simple — watch the video to get started:
1. Compliant with Meta’s policy, ensuring your messages are sent securely and professionally.
2. Reach multiple customers at once while maintaining personalization with placeholders like {{name}}.
3. Save time and streamline communication for promotions, updates, or reminders.
5. How to use Shared Team Inbox
Handling WhatsApp conversations with the live chat dashboard in Botbiz is simple — watch the video to get started:
1. Manage all customer interactions in one place for seamless communication.
2. Assign chats to team members or use labels to organize and prioritize conversations.
3. Respond in real-time to ensure excellent customer support and engagement.
6. How to build Chatbots
Creating WhatsApp chatbots for lead generation, customer support, and FAQs in Botbiz is simple — watch the video to get started:
1. Automate WhatsApp conversations to handle repetitive tasks efficiently.
2. Capture leads seamlessly with interactive and personalized chatbot flows.
3. Provide instant responses to FAQs, ensuring better customer support and engagement.