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aiBalas user manual
How to set up your agent, teach it your business, and fix things when they go wrong.
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Read the guideSetting up
Getting startedFrom signing up to your agent answering its first customer.PersonasThe four ways an agent can behave, what each one does with a sale, and how to add your own rules.ChannelsWhatsApp, Telegram and website chat: what each needs, and what each can and cannot do.PlaygroundRehearse with your agent before a customer ever talks to it: what it does, what it never does, and the limits.Teaching your agentBusiness facts, your own words, products, promotions: and the shared library.
Day to day
ConversationsChats, open and closed conversations, taking over from your agent, leads, contacts, and what your agent remembers.BookingsServices, when you are open, closed dates: and the one rule that keeps the diary honest.Templates and broadcastsMessaging customers first over the WhatsApp Cloud API: what Meta requires, how a send runs, how to read the results, what it costs, and how people opt out.Phone callsA phone number your agent answers, a small PABX for your team, how fast your agent answers, and what a call costs.
Account
Usage balance and plansWhat the RM usage balance is, what spends it, and what actually happens when a bill goes unpaid.IntegrationsYour online store, and Google Calendar and Sheets: what connects, what flows where, and what stays yours.APIRead and write your workspace from your own systems with an API key, and be told when something happens.Content marketingPost one video to your social accounts from the console, with posting queues, and what each network does with it.Your workspaceWho can see what, how alerts reach you, referrals, and the record of what changed.
Help
Still stuck?
Work through the common problems first. If none of them matches, contact us: we can see things you cannot.
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