# Introduction

Complete documentation with all tricks and hacks to help you get started with Reekolect

## :white\_check\_mark: Get Started with Reekolect

Reekolect is a SaaS-based chatbot builder software that automates business communication for you that gives plenty of benefits.

We have built comprehensive documentation for you to quickly get started. Reekolect Platform is primarily divided into the following sections.

1. Start with Reekolect - Get started
2. Bot Management - To create, edit, manage, configure and integrate bots.
3. Inbox - To manage all customer interactions with the Bot.
4. Team- To manage your team.
5. Subscriptions- To manage your plan, billing, and invoices.
6. My Account- Profile, and other supporting module.
7. Notification - to manage notifications and its settings

You can get detailed know-how by navigating to the below section.

{% content-ref url="/pages/KJjDqzFJjgFqDrcRzjd4" %}
[How Reekolect works?](/reekolect-resource-center/how-reekolect-works)
{% endcontent-ref %}

{% content-ref url="/pages/AeGl0E8rmKPDHOacYiqs" %}
[Frequently asked questions (FAQs)](/reekolect-resource-center/frequently-asked-questions-faqs)
{% endcontent-ref %}

{% content-ref url="/pages/tgq5ZTZ3OHIUQ5y5Q0Bx" %}
[Common Errors & Troubleshooting](/reekolect-resource-center/common-errors-and-troubleshooting)
{% endcontent-ref %}

{% content-ref url="<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/broken-reference/README.md>" %}
<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/broken-reference/README.md>
{% endcontent-ref %}

{% content-ref url="<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/broken-reference/README.md>" %}
<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/broken-reference/README.md>
{% endcontent-ref %}


# How Reekolect works?

Look at you, empowered and glowing with the powers of automation and customer engagement

We have made guides and help documents for every step in your user journey, and if we haven't, just let us know. Here are the key pages to understand all the crucial modules of Reekolect.

{% content-ref url="/pages/LIyRZ9MYOsIcTAUZSVP8" %}
[Bot Management](/reekolect-resource-center/how-reekolect-works/bot-management)
{% endcontent-ref %}

{% content-ref url="/pages/WQmIlsjFidRIoqAHSkfv" %}
[Inbox](/reekolect-resource-center/how-reekolect-works/inbox)
{% endcontent-ref %}

{% content-ref url="/pages/rRPPoBWR79946eedVgOr" %}
[Teams](/reekolect-resource-center/how-reekolect-works/teams)
{% endcontent-ref %}

{% content-ref url="/pages/z1GpEgs3BhOMERZ2TmIu" %}
[Subscriptions](/reekolect-resource-center/how-reekolect-works/subscriptions)
{% endcontent-ref %}

{% content-ref url="/pages/cfVCudLCkXv0ofJCdTzv" %}
[My Account](/reekolect-resource-center/how-reekolect-works/my-account)
{% endcontent-ref %}

{% content-ref url="/pages/wnIMvPSDQjbhWa2q42sA" %}
[Notifications](/reekolect-resource-center/how-reekolect-works/notifications)
{% endcontent-ref %}


# Starting with Reekolect

This page contains information on how to get started with Reekolect.

Thank you for starting your digital communication journey with Reekolect. We look forward to being a part of your growth journey.

### **What is Reekolect?**

Reekolect is a chatbot builder that can automate conversations and streamline the lead-generation process. Our suite of features is well-suited to various applications across businesses, and we hope you find just what you are looking for.

### Platform Navigation

As soon as you login to the platform, you will see a dashboard like below image.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%201.png?alt=media" alt=""><figcaption></figcaption></figure>

Reekolect will always greet you with warmth and excitement.

#### Insights & Bots

The insights section is where you will learn how your bots are performing, all messages sent, and leads generated. Messages that your bots can send are capped by the plan that you are subscribed to. You can upgrade as you go; we are always just a text away. You can reach out to us anytime using the need help widget at the bottom of your screen.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%202.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%203.png?alt=media" alt=""><figcaption></figcaption></figure>

The bots that you will create will be listed below.

**Side panel**

Clicking on our friendly logo, you can hide or view the panel. It is the hub for all actions related to your bot.

1. Home- Home is where you are.
2. Bots Menu - The Bots menu is to pick a bot that you wish to manage or edit. If you click on it right now, you will be on your way to creating your first bot.
3. Inbox- Inbox is the center of all your messages. All the customer interactions show up here, you can export contacts, decide whom you want to target with a particular campaign, the chat interface that you will come to love, and much more.
4. Analytics- Analytics will hold all the insights and performance statistics of the bots you have deployed.
5. Team- The team is where you can manage who can change the settings of the bots you make or can access the bots’ leads.
6. Subscriptions - Whenever you want to scale up, go to subscriptions, and choose the plan you want. We are here to help you.
7. Notifications- you can manage your notifications and notification settings from this section.
8. Developers- Developer section have some additional functionalities for the developers to extend the functionalities of the platform.
9. Account - You can manage your account details, tags, status and custom attributes from this section.
10. Go online- This toggle button indicates whether you are available for taking live chats request or not.

**Back to home**

Now, once you have made friends with Reekolect, let’s get down to business.

Click on create a new bot, and you will have many options. Choose where you want to enhance your customer experience. If you feel ready to enter the world of brimming possibilities, start building a whatsapp chatbot.


# Bot Management

This page contains the information on how can you create, implement and manage your bots on different channels.

Here are the guides for managing the different aspects of the Bots

{% content-ref url="/pages/OZ0Ahp4pPOtLSs1hGAfq" %}
[Create new Bot](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot)
{% endcontent-ref %}

{% content-ref url="/pages/5l42X1Tt7Yhx8RQg9NMx" %}
[Edit Your Chat Flow](/reekolect-resource-center/how-reekolect-works/bot-management/edit-your-chat-flow)
{% endcontent-ref %}

{% content-ref url="/pages/7SR0YSA8Ie8oFHtP4rQm" %}
[Train Your AI Chatbot](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot)
{% endcontent-ref %}

{% content-ref url="/pages/Rxt8YIyF0jvEbPfKjpiA" %}
[Bot Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings)
{% endcontent-ref %}

{% content-ref url="/pages/Rxt8YIyF0jvEbPfKjpiA" %}
[Bot Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings)
{% endcontent-ref %}

{% content-ref url="/pages/Kkg6APrFkpSWm1UlAWl3" %}
[Marketing Automation](/reekolect-resource-center/how-reekolect-works/bot-management/marketing-automation)
{% endcontent-ref %}

{% content-ref url="/pages/jyteiyJDSOGjDdEew9TA" %}
[Install your Website Chatbot](/reekolect-resource-center/how-reekolect-works/bot-management/install-your-website-chatbot)
{% endcontent-ref %}

{% content-ref url="/pages/QhDqfPznRgAuB40K6G7c" %}
[3rd Party Apps Integrations](/reekolect-resource-center/how-reekolect-works/bot-management/3rd-party-apps-integrations)
{% endcontent-ref %}


# Create new Bot

This page contains the information on how can you create the different bots.

Navigate to the specific chatbot you want to make; we have it sorted out.

{% content-ref url="/pages/HugA0bdjIGip0dJiE2sk" %}
[WhatsApp Bot Creation with Manual Onboarding](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding)
{% endcontent-ref %}

{% content-ref url="/pages/rnBTfSPya3IxuXkMA5Ka" %}
[Make Your Telegram Chatbot](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/make-your-telegram-chatbot)
{% endcontent-ref %}

{% content-ref url="/pages/NvsuZOaJH0FrKzVa2wEy" %}
[Website, Live chat or Landing Page Bots](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/make-your-microsoft-teams-bot)
{% endcontent-ref %}


# Website, Live chat or Landing Page Bots

This page contains information on how you can create website chat bot which can be used as live chat bot, landing page or normal website chat bot.

To create website chatbot follow following steps:

1. Navigate to platform's homepage and click on "Create new bot" button on top left. Then select the use case and proceed.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%204.png?alt=media" alt=""><figcaption></figcaption></figure>

2. In the next step, choose website bot as platform and proceed. Here it will ask you to name your bot and other options, You can configure all of them later as well.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%205.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Click "Next" and your bot is created, It will start showing in your bots menu. You will be redirected to the "Edit your chatflow" section, You can configure your chatflow from here.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%206.png?alt=media" alt=""><figcaption></figcaption></figure>


# WhatsApp Bot Creation with Manual Onboarding

This page contains end to end guide to create the WhatsApp Bot with manual onboarding process

This document will guide you through the step-by-step process of creating the Reekolect WhatsApp Bot using the WhatsApp Business Cloud API. By following these instructions, you can set up your WhatsApp Bot and integrate it with the Reekolect platform.

#### **Step 1:** Check for Pre-requisites

Before you begin, ensure you have the necessary prerequisites in place, such as access to the Reekolect platform and a WhatsApp Business Cloud API account.

{% content-ref url="/pages/SJci49nn9iLy3XljGlnw" %}
[Prerequisites for WhatsApp Bots](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/prerequisites-for-whatsapp-bots)
{% endcontent-ref %}

#### **Step 2:** Create a Meta App

1. Begin by creating a Meta App for your WhatsApp Bot on the Reekolect platform.
2. Provide the required details and follow the app creation process.

{% content-ref url="/pages/kEIWtgkiMX3c75byz7et" %}
[Create a Meta App](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/create-a-meta-app)
{% endcontent-ref %}

#### **Step 3:** Register and Verify WhatsApp Number

1. Register and verify the WhatsApp number that you want to use for your EkoChat ConnectWhatsApp Bot.
2. Ensure that the number is verified and authorised for use with the WhatsApp Business Cloud API.

{% content-ref url="/pages/8gb662oPzduZxZ0CSRY1" %}
[Register & Verify your WhatsApp Number](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/register-and-verify-your-whatsapp-number)
{% endcontent-ref %}

#### **Step 4:** Subscribe WA Webhook with Reekolect

1. Subscribe the WhatsApp (WA) web hook with the Reekolect platform.
2. This will enable your WhatsApp Bot to receive messages and interact with users.

{% content-ref url="/pages/ohxhaUcN4RPQE7FiZHYG" %}
[Subscribe WA webhook with Reekolect](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/subscribe-wa-webhook-with-reekolect)
{% endcontent-ref %}

#### **Step 5:** Update Payment Method to WhatsApp

In the developer dashboard, update the payment method for your WhatsApp Business Cloud API account to enable seamless transaction processing.

{% content-ref url="/pages/DA8WSqMNpjiu7ISglbIi" %}
[Update WA account Payment Method](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/update-wa-account-payment-method)
{% endcontent-ref %}

#### **Step 6:** Assign System User to WhatsApp Account

1. Assign a system user to your WhatsApp Business Account in the developer dashboard.
2. This will provide the necessary permissions for the system user to access and manage the WhatsApp account.

{% content-ref url="/pages/HZE1C92ATufl3q8fiz7x" %}
[Assign System User to WhatsApp Account](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/assign-system-user-to-whatsapp-account)
{% endcontent-ref %}

#### **Step 7:** Get All Necessary Details from Developer Dashboard

1. Access the developer dashboard associated with your WhatsApp Business Cloud API account.
2. Retrieve all the necessary details required for integrating with the Reekolect platform.

{% content-ref url="/pages/YsCdJCKbJnVh8Iu0rKuv" %}
[Getting all the necessary details from Meta Developer Dashboard](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/getting-all-the-necessary-details-from-meta-developer-dashboard)
{% endcontent-ref %}

Congratulations! You have successfully created the Reekolect WhatsApp Bot using the WhatsApp Business Cloud API and integrated it with the Reekolect platform. Your WhatsApp Bot is now ready to interact with users and provide automated responses.

Please note that specific steps and requirements may vary based on updates and changes in the Reekolect and WhatsApp Business Cloud API platforms. If you encounter any difficulties during the process or have further questions, please refer to the official documentation of Reekolect and WhatsApp Business Cloud API, or contact their support teams for assistance.


# Prerequisites for WhatsApp Bots

This page contains the info about all you need to create WhatsApp Bot

In order to create the WhatsApp bot using the WhatsApp cloud API, the following things are required.

## Prerequisites

Before you start creating the WhatsApp bot, Make sure that you have

* [ ] A phone number that is
  * [ ] Active & capable of receiving SMS.
  * [ ] Not registered on WhatsApp or WA Business App.
* [ ] Registered legal business
* [ ] An active website with a valid privacy policy
* [ ] Business use case compliant with [WhatsApp](https://www.whatsapp.com/legal/commerce-policy) and [Meta commerce policy](https://www.facebook.com/policies_center/commerce/).
* [ ] A valid payment method (Debit or Credit card) capable of making international payments to Meta for conversation charges.
* [ ] GSTIN Number, Only if the business is registered in India.

If you have all of the above checked, You are good to start with WhatsApp Cloud API Bot.

{% hint style="warning" %}
Please note that a single mobile number can only be utilized on one of the WhatsApp services at a given time, namely WhatsApp, WA Business, or WhatsApp Business API. If you wish to use your existing number, you are required to remove your account from one service before using it on another.
{% endhint %}


# Create a Meta App

This page contains information on how to create the Meta app.

{% hint style="danger" %}
**Disclaimer**

Please be aware that some or all portions of this document have been sourced from Meta's official documentation. The original content can be accessed directly from the official Meta documentation available at <https://developers.facebook.com/docs/development/create-an-app/>.
{% endhint %}

Before you start,

* You must be logged into your [Facebook developer account](https://developers.facebook.com/docs/development/register).
* Ensure you have not exceeded your app limit. As a Developer, you are permitted to have a developer or administrator role on a maximum of 15 apps. If you have reached the app limit and are unable to create an application or accept a new pending role, take the following steps:
  * Visit your [My Apps](https://developers.facebook.com/apps/) page to remove any apps you no longer use. You can [remove](https://developers.facebook.com/docs/development/create-an-app/app-dashboard/app-states/#removing-apps) an app entirely or resign your role as an administrator or developer from the app.

### Step 1: Start the app creation process <a href="#step-1--start-the-app-creation-process" id="step-1--start-the-app-creation-process"></a>

If you just came from the registration flow, click the **Create First App** button.

Otherwise, go to the [Apps](https://developers.facebook.com/apps) panel and click Create App.

### Step 2: Choose a use case <a href="#step-2--choose-a-use-case" id="step-2--choose-a-use-case"></a>

Select the use case as "**Other**"

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%207.png?alt=media" alt=""><figcaption></figcaption></figure>

### Step 3: Choose an app type <a href="#step-1--choose-an-app-type" id="step-1--choose-an-app-type"></a>

Choose the app type as per your use case. In most the case it is `Business` .

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%208.png?alt=media" alt=""><figcaption></figcaption></figure>

### Step 4. Set your app name and email <a href="#step-2--set-your-app-name-and-email" id="step-2--set-your-app-name-and-email"></a>

Enter the name of your app and an email address where we can send you any important developer notifications. The email address can be different from the email address associated with your Facebook account.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%209.png?alt=media" alt=""><figcaption></figcaption></figure>

Once you have completed the app creation flow your app will be loaded in the App Dashboard.

<figure><img src="https://github.com/airayzing/helpdocs/blob/develop/.gitbook/assets/image%20(57).png" alt=""><figcaption></figcaption></figure>


# Register & Verify your WhatsApp Number

This page contains information on how to register and verify WhatsApp number on Meta

This document will guide you through the step-by-step process of adding and verifying your WhatsApp number on the Meta developer dashboard. Following these instructions will enable you to use WhatsApp services in your application or business.

#### **Step 1:** Access the Developer Dashboard

* Open your web browser and navigate to the Meta Developer Dashboard.
* Log in to your developer account with the appropriate credentials.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2010.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 2:** Add WhatsApp Product

1. Once you are logged in, locate the sidebar on the dashboard.
2. Click on the "Add Product" option.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2011.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 3:** Set Up WhatsApp Product

1. In the list of available products, find and select "WhatsApp."
2. Click on the "Setup" button associated with the WhatsApp product.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2012.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 4:** Navigate to API Setup

1. In the sidebar, find and click on the "API Setup" option under the "WhatsApp" section.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2013.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 5:** Add Phone Number

1. In the API setup section, proceed to "Step 5."
2. Click on the "Add phone number" button.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2014.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 6:** Create Your WhatsApp Profile

1. On the following screen, you will be prompted to create your WhatsApp profile.
2. Fill in the required details:
   * WhatsApp Business Profile Display Name
   * Timezone
   * Category
   * Business Description
3. After providing the details, click on the "Next" button.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2015.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 7:** Request Verification Code

1. On the next screen, enter your mobile number, which you want to verify.
2. Request a verification code by clicking the appropriate button.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2016.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 8:** Verify the Number

1. Upon receiving the verification code on your mobile number, enter it on the provided screen.
2. Click on the "Verify" button to proceed.

#### **Step 9:** Number Verification and Addition

Congratulations! Once you have successfully verified the code, your WhatsApp number is now verified and added to your Meta Developer Dashboard. You can now use this number for WhatsApp services within your application or business.

Please note that the process of adding and verifying the WhatsApp number may vary based on any updates or changes in the Meta Developer Dashboard. If you encounter any difficulties or issues during the process, please refer to the official Meta documentation or reach out to Reekolect support team for further assistance.


# Subscribe WA webhook with Reekolect

This page contains the information on how to configure the Webhook for WhatsApp account

This document will guide you through the step-by-step process of subscribing to a webhook for your WhatsApp account on the Meta dashboard. By following these instructions, you can receive messages and notifications via the webhook.

#### **Step 1:** Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.
2. Log in to your developer account using your credentials.

#### **Step 2:** Configure Webhooks

1. Go to the "API Setup" section under "WhatsApp" in the dashboard sidebar. \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2017.png?alt=media" alt=""><figcaption></figcaption></figure>
2. Proceed to "Step 3: Configure webhooks to receive messages" in the API setup page.
3. Click on the "Configure webhooks" button.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2018.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 3:** Edit Webhook Callback URL

1. Under the "Configuration" page, click on the "Edit" button.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2019.png?alt=media" alt=""><figcaption></figcaption></figure>
2. A pop-up titled "Edit webhook's callback URL" will open.
3. Enter the following information:
   * Callback URL: `https://api-v7.express-chat.com/whatsapp/cloud`
   * Verify token: `e063a747-b6bc-4fa0-8ebd-02c16a2113c3`
4. After entering the details, click on the "Verify and save" button.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2020.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 4:** Subscribe to Webhook Fields

1. Once the webhook URL is saved, click on the "Manage" button to subscribe to the webhook fields.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2021.png?alt=media" alt=""><figcaption></figcaption></figure>
2. When the "Webhook fields" pop-up appears, subscribe to all available fields.
3. Save your selections.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2022.png?alt=media" alt=""><figcaption></figcaption></figure>

Congratulations! You have successfully subscribed to the webhook for your WhatsApp account on the Meta Dashboard. Now, you will be able to receive messages and notifications through the specified webhook URL (`https://api-v7.express-chat.com/whatsapp/cloud`).

Please note that the process of subscribing to webhooks may be subject to changes or updates in the Meta Dashboard. If you encounter any difficulties or issues during the process, refer to the official Meta documentation or contact Reekolect support team for further assistance.\\


# Update WA account Payment Method

This page contains the information in how you can assign the payment method to any WhatsApp Account

This document will guide you through the step-by-step process of updating the payment method on your WhatsApp account using the Meta Developer Dashboard. By following these instructions, you can set up or modify your payment method for WhatsApp services.

#### **Step 1:** Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.
2. Log in to your developer account using your credentials.

#### **Step 2:** Navigate to WhatsApp API Setup

1. Once you are logged in, you will find the dashboard's sidebar.
2. Click on the "API Setup" option under the "WhatsApp" section.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2022.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 3:** Add Payment Method

1. In the WhatsApp API setup page, proceed to "Step 6: Add payment method."
2. Click on the "Add payment method" button.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2023.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 4:** Access WhatsApp Account Settings

1. Clicking on the "Add payment method" button will redirect you to the WhatsApp account settings page in "Meta Business Manager."
2. In the "Meta Business Manager," locate and click on the "Payment Setting" button.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2024.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 5:** Navigate to Billing and Payments Page

1. On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2025.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 6:** Select Payment Method Type

1. Choose the payment method type that you want to use for your WhatsApp account.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2026.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 7:** Enter Payment Details

1. Enter the necessary payment details based on the selected payment method.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2027.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 8:** Verify Payment Method

1. Once you have entered the payment details, proceed with the verification process.

#### **Step 9:** Update Business Information

1. After successful verification, make any necessary updates to your business information.

Congratulations! You have successfully updated the payment method on your WhatsApp account using the Meta Developer Dashboard. The new payment method is now set up for your WhatsApp services.

Please ensure to keep your payment details secure and up-to-date. If you encounter any difficulties during the process or have further questions regarding payment methods on WhatsApp, please refer to the official Meta documentation or contact Reekolect support team for assistance.


# Assign System User to WhatsApp Account

This page contains the information in how you can assign system user to the WhatsApp Account

This document will guide you through the step-by-step process of granting control of a WhatsApp Business Account to a system user using the Meta Business Suite. By following these instructions, you can ensure that the system user has the necessary access to perform actions using a System User access token.

#### **Step 1:** Access the Meta Business Suite

1. Open your web browser and navigate to the [Meta Business Suite](https://business.facebook.com/).
2. Log in to your Meta Business Suite account using your credentials.

#### **Step 2:** Locate and Access Business Settings

1. In the Meta Business Suite, find the top-left dropdown menu that displays your business account name.
2. Click on the Settings (gear) icon next to your business account name.

#### **Step 3:** Navigate to Business Settings

1. After clicking the Settings (gear) icon, a dropdown menu will appear.
2. Click on "Business settings" from the dropdown menu.

#### **Step 4:** Create a system user

1. Navigate to `System Users` "Users" in the sidebar.
2. Click on "System Users" and click "Add" to add a new user\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2028.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Accept the policy to start adding user\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2029.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Once the "Create system user" pop-up opens, Give a name (E.g. BP-WhatsApp) and keep the user role as "Admin"\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2030.png?alt=media" alt=""><figcaption></figcaption></figure>
5. Once the system user is added, Click on the "Generate new token"\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2031.png?alt=media" alt=""><figcaption></figcaption></figure>
6. Once the "Generate Token" pop-up opens up,
   1. Select the App that you created earlier.
   2. Choose Token expiration as "Never"
   3. Assign following permissions
      1. business\_management
      2. catalog\_management
      3. whatsapp\_business\_messaging
      4. whatsapp\_business\_management\
         \\

         <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2032.png?alt=media" alt=""><figcaption></figcaption></figure>
   4. Click "Generate Token"
7. Copy the token and save it safely.

#### **Step 5:** Access WhatsApp Business Accounts

1. In the Business settings page, navigate to the "Accounts" section.
2. Click on "WhatsApp Accounts."

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2033.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 6:** Assign a System User

1. On the WhatsApp Accounts page, you will see a gray "Add People" button. Click on it.
2. A list of available system users will appear.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2034.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 7:** Assign Full Control

1. Select the appropriate system user from the list.
2. Assign "Full control" permissions to the selected system user over the WhatsApp Business Account.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2035.png?alt=media" alt=""><figcaption></figcaption></figure>

Congratulations! You have successfully granted control of a WhatsApp Business Account to a system user. This allows the system user to access endpoints that require control of the WhatsApp Business Account using a System User access token.

Please ensure to grant access to trusted and authorized system users only. If you encounter any difficulties during the process or have further questions regarding WhatsApp Business Account control, please refer to the official Meta documentation or contact their support team for assistance.


# Getting all the necessary details from Meta Developer Dashboard

This page contain the information about the key details that you need to copy from Meta dashboard.

This document will guide you through the step-by-step process of copying essential details from the Meta Developer Dashboard. By following these instructions, you can retrieve important information necessary for integrating WhatsApp services into your application or business.

#### **Step 1:** Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.
2. Log in to your developer account using your credentials.

#### **Step 2:** Navigate to WhatsApp API Setup

1. Once you are logged in, you will find the dashboard's sidebar.
2. Click on the "API Setup" option under the "WhatsApp" section.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2036.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 3:** Select Phone Numbers and Copy Details

1. In the WhatsApp API setup page, proceed to "Step 1: Select phone numbers."
2. Select the correct "From" number from the available options.
3. Copy both the "Phone number ID" and "WhatsApp Business Account ID" (WABA ID) displayed on the page.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2037.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Step 4:** Copy the "System User token" that you generated. if you missed the same, Visit below page

{% content-ref url="/pages/HZE1C92ATufl3q8fiz7x" %}
[Assign System User to WhatsApp Account](/reekolect-resource-center/how-reekolect-works/bot-management/create-new-bot/whatsapp-bot-creation-with-manual-onboarding/assign-system-user-to-whatsapp-account)
{% endcontent-ref %}

Congratulations! You have successfully copied the essential details from the Meta Developer Dashboard, including the "Phone number ID," "WhatsApp Business Account ID" (WABA ID), and "System User Token." These details are crucial for integrating and using WhatsApp services within your application or business.

Please ensure to keep these details secure and do not share them with unauthorized parties. If you encounter any difficulties or have further questions regarding the Meta Developer Dashboard, please refer to the official Meta documentation or contact Reekolect support team for assistance.


# Instagram Bot Creation

This guide provides a structured, step-by-step approach to building your Instagram chatbot.

Follow these quick steps to create your Instagram chatbot:-

1. To start creating your new chatbot, click **"Create New Bot."**
2. Choose the primary objective for your bot and continue to the next step.
3. Click on "**Instagram Chatbot**" to begin creating your chatbot.
4. Click on “**Login**” and enter your login credentials.
5. Enter your phone number or email address and click “**Log in**.” To create a new Facebook account, select “**Create New Account.**”

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2FTO7qjTRODqg3XcxSFrmL%2Fimage.png?alt=media&amp;token=7f71feae-d5e8-4a9c-b4b3-34badf224bd7" alt=""><figcaption></figcaption></figure>

6. Now, click on **“Get Started”** and sign into your Instagram Account. Once signed in, you will be directed to the below screen:
7. Select the Business account to start your Instagram Chatbot and click “**Next**”.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2FzGA0adRFpTNs3pRhIzPv%2Fimage.png?alt=media&amp;token=972dcf05-d219-4cf1-9062-1d988cbb0103" alt=""><figcaption></figcaption></figure>

2. Verify your business contact information and fill in the remaining details.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2FYq4PilIynC34dVUZdYRX%2Fimage.png?alt=media&amp;token=20308181-f827-4a8f-9f90-dcbea7f1c5be" alt=""><figcaption></figcaption></figure>

2. Finish up by clicking on "**Save**"

Congratulations! You have just successfully created your new Instagram chatbot.


# Facebook Bot Creation

Leverage Facebook to optimize and grow your business.

### How to Create Your Facebook Chatbot? <a href="#how-to-create-your-facebook-chatbot" id="how-to-create-your-facebook-chatbot"></a>

Follow these quick steps to create your Facebook chatbot:-

1. To start creating your new chatbot, click **"Create New Bot."**
2. Select the primary purpose for creating your bot and proceed further.
3. Select "**Facebook Chatbot**" to begin creating your chatbot.
4. Now click on login and connect your facebook account.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Firns287bT7mVMaMrjx0N%2Fimage.png?alt=media&amp;token=7b4fee16-578e-406c-ad60-b4240f206c11" alt=""><figcaption></figcaption></figure>

5. Enter your phone number/email address and click “**Log in**”.
6. If you want to create a new Facebook account, click on “**Create New Account**”

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2FcoRAbFzoM6CgpKmAZHhp%2Fimage.png?alt=media&amp;token=ecab3fbb-5e89-4d1f-b677-5cf0ca846f29" alt=""><figcaption></figcaption></figure>

7. Then select your business account which you want Reekolect to access and use chatbot for. You can opt for all the accounts or select a specific business account only.
8. Then click on "**Continue**".
9. You can check and review Reekolect's access request and then click on save to move ahead.
10. After following the steps ahead your facebook bot will be ready to use.
11. You can now edit the flow for your bot. And you can now do customizations accordingly.

Your Facebook chatbot is created.

If everything appears correct but you are still unable to proceed, please don't hesitiate to call us. Our support team is here to assist you with any issues or questions you may have.


# Make Your Telegram Chatbot

This section contains a tutorial on how to create a Telegram Chatbot, edit the bot's chat flow and bot's settings.

Here are the steps to create telegram bought on Reekolect platform.

1. Login into the platform and click on "Create new Bot" on top left. It will ask you to select the platform. Select telegram chat bot as platform and proceed.
2. In the next step, it will ask you to fill your mobile number and proceed. You need to interview your telegram number under which you want to create the chat bot.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2039.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Once you click next, it will send up one-time verification code on your telegram number, enter that verification code to verify your account.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2040.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Once you're logged in in telegram, enter your bot name and bot username. Once you're done, click proceed.
5. Your telegram bought will be created ready to use. You can now click on, edit your chat flow and configure your chat flows and other features accordingly.

If you still have some questions for our team, write to us at <production@Reekolect.co.za> .We will respond back within 48 business hours.


# Microsoft Teams Bot

This page provides guidelines on creating a Microsoft Teams bot using the Microsoft Developer Panel.

### Required Information for Creating an MS Teams Chatbot:

To integrate with Microsoft Teams, ensure you have the following details:

* **Bot ID**
* **Bot Password**
* **Webhook Endpoint** – Update this in the Bot Details.
* **App Creation & Publishing** – Develop and publish an app for your organization.

### Steps to complete integration <a href="#steps-to-complete-integration" id="steps-to-complete-integration"></a>

#### Step 1: Setup MS Teams Bot <a href="#step-1-setup-ms-teams-bot" id="step-1-setup-ms-teams-bot"></a>

1. Log in to MS Teams using the following URL: <https://teams.microsoft.com/v2/>. If you do not have the MS Teams documentation, ensure it is created before proceeding.
2. Once logged in, navigate to the MS Teams Developer Portal.
3. Choose the "Tools" tab and click on "Bot Management Option"
4. On this page, find the **"New Bot"** option and create a bot by assigning it a name.
5. After the bot is created, enter the Webhook endpoint address and click **"Save"** to proceed.
6. Navigate to "Client Secrets" and add new and Copy the Provide secret key. Keep this secret key safe. This will be used while creating the configuration on Reekolect.
7. Navigate back to the bot listing page and copy the **"Bot ID."** Keep this key secure, as it will be required for configuring the bot on Reekolect.

#### Step 2: Create the MS Teams App

1. Navigate to the **"Apps"** tab and click on **"New App."**
2. Create a new app by providing a name (e.g., **Reekolect**).
3. Fill in the basic details of the app as follows(eg below):
   1. **Short Name**: Reekolect
   2. **Full Name**: Reekolect – The chatbot builder platform
   3. **Short Description**: Reekolect is an omnichannel platform designed to automate your communications.
   4. **Long Description**: Reekolect is a sophisticated chatbot platform that enhances and streamlines conversational experiences for businesses across various industries. Focused on user-friendly interactions, Reekolect leverages artificial intelligence and natural language processing to create intelligent chatbots capable of efficiently handling customer queries, providing information, and engaging in meaningful conversations.
   5. **Version**: 1.0.0
   6. **Developer or Company Name**: Reekolect
   7. **Website (must be a valid HTTPS URL)**: <https://reekolect.com/>
   8. **Privacy Policy**: <https://reekolect.com/privacy-policy>
   9. **Terms of Use**: <https://reekolect.com/terms-and-conditions>
   10. **App ID**: Same as **Bot ID**
4. You can give your own branding to your app or leave as it is.
5. Go to the **"App Features"** tab and add the **"Bot."** Once the next page opens, select the appropriate bot and assign the following scopes:

   * **Personal**
   * **Teams**
   * **Group Chat**

   Additionally, enable the following capabilities under **"What your bot can do"**:

   * **Upload and Download Files**
6. Now, navigate to the **"Publish to Org"** tab and submit your app for approval within your organization.

#### Step 3: Approve Your App as Admin

1. Open the **Teams Admin Portal** using the following link: <https://admin.teams.microsoft.com/>
2. Navigate to the **"Manage Apps"** section under **"Team Apps."**
3. Search for your app and select it. Approve it by:
   1. Clicking on the app and selecting **"Publish."**
   2. Once approved, the app may take some time to appear for your users.

#### Step 4: Save the Configuration on Reekolect

1. Navigate to the **Reekolect Dashboard**.
2. Click on **"Create New Bot"** in the top left corner.
3. Select **MS Teams** as the channel.
4. Enter a name for your bot and input the **Bot ID** and **Bot Secret (Bot Password)** that you copied in Step 1.

Once the details are updated, your bot will be successfully created.


# Edit Your Chat Flow

Your bot looks great, now, let's make it smarter. Edit your chatbot, to suit your exact needs.

## **Overview**

A chat flow determines the structure of conversations between your chatbot and users. This document provides instructions on how to customize chat flows using the available tools and functionalities within the Reekolect platform.

## **Accessing Chatbot Builder**

To customize your chatbot's flow, follow these steps:

* Navigate to the bot menu or homepage on the Reekolect portal.
* Select your chatbot to open the chatbot builder.
* Click on "Edit your chat flow" to access the chatbot builder.\
  \\

  <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2041.png?alt=media" alt=""><figcaption></figcaption></figure>

## **Tools for Editing Chat Flow**

Here is the some useful functions that you can make use of while editing the chatflow

<table><thead><tr><th width="211">Tool</th><th>Description</th></tr></thead><tbody><tr><td>Add new component</td><td>Access a dropdown list of available components to add to the flow, such as asking for user information or presenting multiple-choice questions.</td></tr><tr><td>Quick tool bar</td><td>Manage the view of the chat flow easily with options like 'fit view', 'zoom-in or zoom-out', 'delete', and 'lock' to prevent accidental edits.</td></tr><tr><td>Mini Map</td><td>Provides an overview of the chat flow position, even if parts of it extend beyond the screen.</td></tr><tr><td>Flow Connector</td><td>Links chat flow components together using flow connectors.</td></tr><tr><td>Test &#x26; Other Options</td><td>- <strong>Test Bot</strong>: Preview the bot's live functionality.<br>- <strong>Install Bot</strong>: Obtain the installation code for the bot.</td></tr></tbody></table>

## **Adding & Customizing Components**

To add and customize components:

**1. Add New Component:**

* Either use the 'Add new component' tab or click the + icon at the end of the flow.
* Choose a component from the list to add it to the flow.

**2. Connect Components:**

Drag a line connector from one component to another to establish a connection.\\

**3. Personalize Messages:**

* Customize the message content and data to be shared from the options.
* Utilize 'Advanced Options' to adjust message timing and other settings.

## Chat Components

There are various types of chat component available and it is recommended to use the correct chat component for better data capture and error handling. here are the list of available chat component and its use case.

| Component       | Use case                                                |
| --------------- | ------------------------------------------------------- |
| Multiple Choice | Create multiple-choice questions for user interaction.  |
| Smart Question  | Customize bot responses based on user-entered keywords. |
| Live Chat       | Transfer conversations from the bot to live agents.     |

## **Ending the Chat Flow**

To conclude the chat flow:

* Navigate to the last component in the flow.
* In the 'Go to next message' dropdown, select the 'End chat' option.
* Adding the 'end chat' component is crucial to prevent system errors and ensure proper chat flow functionality.

## **Need Further Assistance?**

If you encounter any issues or need assistance, please contact us at <production@Reekolect.co.za>. We will respond within 48 business hours.

That's it! You're now equipped to customize your chatbot's flow and engage users effectively.


# Creating Multiple Flows

This page provides comprehensive information on creating multiple flows in the website bot and utilizing the redirect component to trigger them within the chat flow.

With the ability to create multiple flows in your website chatbot, you can seamlessly connect different flows using the **redirect component**. Follow these steps to set it up:

**How to Create a Trigger Flow:**

**Create a New Flow**

1. Select your website bot and navigate to the **"Edit Your Chatflow"** section.
2. Click on **"Create New Flow.**
3. Enter the **Flow Name** and click **"Create New Flow."**
4. Configure the new chat flow—it will now appear in the flow list on this page.

**Set Up a Redirect in an Existing Flow:**

1. Open the existing flow where you want to trigger the new flow.
2. Add the **"Redirect"** chat component.
3. From the dropdown, select the flow to which you want to redirect.

#### **Flow Redirection:**

Once configured, the bot will automatically switch to the selected flow when the **redirect component** is triggered during the conversation.

This approach allows for seamless integration of multiple flows within a single chatbot, enhancing the flexibility and efficiency of chat interactions on your website.


# Components In Chatflow

Discover the uses of all the components on your screen!

There are various **chat components** available, each serving different use cases to enhance chatbot interactions.

{% content-ref url="/pages/QxNobhcz32nUFtOHbDCS" %}
[Request Information](/reekolect-resource-center/how-reekolect-works/bot-management/edit-your-chat-flow/components-in-chatflow/request-information)
{% endcontent-ref %}

{% content-ref url="/pages/iI0ABDbIfRPMNuw5n94M" %}
[Send Information](/reekolect-resource-center/how-reekolect-works/bot-management/edit-your-chat-flow/components-in-chatflow/send-information)
{% endcontent-ref %}

{% content-ref url="/pages/yO82xWJdz0I375Cnak0J" %}
[Trigger Actions](/reekolect-resource-center/how-reekolect-works/bot-management/edit-your-chat-flow/components-in-chatflow/trigger-actions)
{% endcontent-ref %}

### Key Chat Component Features:

**1. Go to Next Message**

* This setting is available in every component, allowing seamless connection between components to form a structured chat flow.
* You can use the **dropdown menu** to select the next chat component that should follow in the conversation.

**2. Using Custom Variables in Messages**

* This feature is accessible under **Customization Settings** within message components.
* To insert a custom variable, type **"/"** in the message customization box. A dropdown will appear, allowing you to choose from your **pre-built variables**.

These features provide greater flexibility in chatbot conversations, enabling dynamic and personalized interactions.


# Request Information

Here is a structured guide on Chat Components under "Request Information":

Here’s a structured breakdown of the available **chat components** and their use cases:

#### **Basic Input Components**

1. **Name**
   * Requests the user's name.
   * Customize the request message in the **Customize Bot Message** section.
2. **Phone Number**
   * Requests the user’s phone number.
   * Allows selecting a **specific country code** from a dropdown.
3. **Email**
   * Requests the user's email address.
   * The message can be customized in the **Customize** panel.

#### **Choice-Based Components**

4. **Single Choice**
   * Allows users to select **one** option from a list (up to 5 options).
   * Each option can be linked to the next component.
5. **Multiple Choice**
   * Enables users to select **multiple** options (up to 5).
   * Each option can be connected to a subsequent action.

#### **User Input & File Upload**

6. **Text Question**
   * Requests an **open-ended response** from the user.
7. **File Upload**
   * Allows users to upload a **file, image, or video**.
   * Customize the request message in the left panel.

#### **Advanced Interactive Components**

8. **iFrame**
   * Embeds an **external webpage** into the chat.
   * Requires a **URL, title, and CTA button**.
9. **Appointment**
   * Lets users book an appointment.
   * Set **availability hours, time slot intervals, and future booking days**.
   * Integrate with a third-party scheduling tool.
10. **Location**

* Requests a **text-based location** from the user.

11. **Date/Time Picker**

* Collects **date and time** inputs.
* Offers a calendar-based selection for users.

#### **Feedback & Numeric Inputs**

12. **Rating**

* Collects user ratings and feedback.
* Supports **5 rating options**.

13. **Range Selector**

* Allows users to input a value within a **specified range**.
* Supports custom **prefix, suffix, and step values**.

14. **Numeric Input**

* Accepts **only numerical values** as input.

#### **Dynamic & Logic-Based Components**

15. **Smart Question**

* Directs the conversation based on user responses.
* Supports **keyword-based routing** (exact match or keyword presence).

16. **Redirect**

* Connects to another **pre-built chat flow**.
* The conversation seamlessly continues in the selected flow.

#### **API & Integrations**

17. **API Component**

* Integrates a **third-party service** into the chat flow.
* Handles **response codes** (200 = success, 400 = error).
* More details available in the **Developers** section.

Each of these components plays a crucial role in enhancing chatbot flexibility, enabling **seamless conversations, user interactions, and third-party integrations**. 🚀


# Send Information

This page explains the components available in the Send Information section.

This section provides details about **Chat Components under "Send Information"**.

### **Chat Components for Sending Information**

These components allow chatbots to share various types of content with users.

#### **1. Message**

* **Purpose**: Sends an informational message to the user.
* **Setup**:
  * Select **"Message"** from the Send Information section.
  * Enter the text message in the Customize section.

#### **2. Image/GIF**

* **Purpose**: Sends an image or GIF in the chat.
* **Setup**:
  * Select **"Image/GIF"** from Send Information.
  * Add a text message to be sent along with the image/GIF.
  * Options to add media:
    * GIF: Search by name in the GIF section.
    * Image: Upload an image from your device or paste an image URL.

#### **3. Video**

* **Purpose**: Sends a video message within the chat flow.
* **Setup**:
  * Enter a text message in the Customize Message menu.
  * Upload a video file (Max: 15MB) or provide a video link.

#### **4. Web Link**

* **Purpose**: Sends a clickable web link to users.
* **Setup**:
  * Enter a text message to accompany the link.
  * Choose the platform from the dropdown.
  * Add a title and insert the URL.
  * Users will be redirected to the webpage upon clicking the title.


# Trigger Actions

A detailed description of all Trigger Actions.

#### 1. Live Chat

* Used to initiate live chat with an available agent.
* Creates a live chat request.
* You can enter a text message to inform the user that the request has been triggered.
* Clicking on **"Manage Team"** redirects you to the Team's Section, where you can assign roles and manage your team.

#### 2. Chat GPT

* Used to trigger AI in the chat flow.
* You can enter the first message that will be sent before starting the AI-generated responses.
* Select the number of queries to be resolved using AI.
* If the **query suggestion box** is checked, you must provide up to **3 chat suggestions** to be used initially.
* After that, ChatGPT will generate query suggestions based on the provided prompt.
* AI training can be done to customize query suggestions and replies.

#### 3. Assign Chat

* Used to automatically assign live chat requests among team members.
* You can assign tasks in two ways:
  1. **Assign to a specific team member** – Select the name of the team member.
  2. **Assign by department**
* Option to exclude offline agents and assign tasks only during business hours.


# Pre-Built Chatbot Templates

Why create new a chatflow from scratch? Use Pre-Built Templates to work even quicker, and make your chatbot faster!

Reekolect offeres multiple templates that allow for our users to quickly and effeciently start their chatbot joirney.

### How to use a template?

1. Go to your chatbot and click on its name.
2. Click on the second option of "Pre-Built Chatbot Templates".
3. Search for the desired template using the left hand search bar, or select from the showcased templates by scrolling through the options.
   1. Users also have the option to filter their search via the filters under the search box on the left side of the scene.
4. For using a template, hover over the image and click the the "**Use Template**" icon.
5. Click "**Use Now**" to send the template to your flows, and be redirected to the chatflow, where you can start your editing!


# Train Your AI Chatbot

This section contains tutorials on training your AI chatbot using different sources. Here are various ways of training your chatbot, including website URLs, files, etc. All of them are listed below.

As of now, you can train your chatbot using the following sources.

1. Website URLs
2. Files upload
3. FAQs
4. Conversation History
5. Other Sources

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2044.png?alt=media" alt=""><figcaption></figcaption></figure>

Please find below the relevant reference Links.

{% content-ref url="/pages/8ktwgaJEuubz3XUGzThR" %}
[Train your AI chatbot using websites](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot/train-your-ai-chatbot-using-websites)
{% endcontent-ref %}

{% content-ref url="/pages/C79kdU9OMgPbPx8XjT4R" %}
[Train your AI chatbot by uploading files.](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot/train-your-ai-chatbot-by-uploading-files.)
{% endcontent-ref %}

{% content-ref url="/pages/fiRtJscQYUMxWaQecVMy" %}
[Train your AI chatbot using frequently asked questions (FAQs).](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot/train-your-ai-chatbot-using-frequently-asked-questions-faqs-.)
{% endcontent-ref %}

{% content-ref url="/pages/yn1c33LGhqog5akh2qmx" %}
[Train your bot using the conversation history.](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot/train-your-bot-using-the-conversation-history.)
{% endcontent-ref %}

{% content-ref url="/pages/6YhIF5BsHfzbcZUu2SO8" %}
[Train your AI chatbot using other sources.](/reekolect-resource-center/how-reekolect-works/bot-management/train-your-ai-chatbot/train-your-ai-chatbot-using-other-sources.)
{% endcontent-ref %}


# Train your AI chatbot using websites

This page contains  the stepwise tutorial of how to train your AI chatbot  by  providing the  website URLs.

## Train using website URLs.

1. Access the bots section and click on the "Bots" button. From there, choose the specific bot that you wish to train.
2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2044.png?alt=media" alt=""><figcaption></figcaption></figure>

3. On this page, locate the "Add Website" button and click on it to input the URL of the website you wish to train your bot with.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2045.png?alt=media" alt=""><figcaption></figcaption></figure>

4. Now, enter or copy the link of the website into the designated field and submit the same.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2046.png?alt=media" alt=""><figcaption></figcaption></figure>

Training for your URLs will be started after the same. You can see the training status in the table below with URL and other details. Bot training may take several minutes to complete.

We have included a "Sync Website" button for you to synchronise the bot with the website. By clicking on it, you can synchronise your bot with the website. It will retrain the bot with new content available on the website.


# Train your AI chatbot by uploading files.

This page contains  the stepwise tutorial on how to train the AI chatbot by uploading files into the bot.

## Training bot in text files

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.
2. Next, select the option "Train Your AI Chatbot" displayed on the screen.
3. Next, click on the "File Upload" option provided in the navigation bar at the top.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2047.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Here, locate the "Add File" button on the right side of the screen and click on it to upload the file\\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2048.png?alt=media" alt=""><figcaption></figcaption></figure>
5. Now, you can upload the files as needed. Click on the "Upload Files" button, and your files will be uploaded.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2049.png?alt=media" alt=""><figcaption></figcaption></figure>
6. Click on the "Train" button to start training your bot.
7. You can also stop the training by clicking on the "Discard" button provided.
8. You can find the training status below in the table.


# Train your AI chatbot using Google Sheets.

Enhance the power of your chatbot! Use Google Sheets to streamline data management, improve responses, and provide dynamic, up-to-date information to users.

### How to Train Your AI Chatbot:

1. Select your bot from the left sidebar.
2. Click on **“Train Your AI Chatbot”** to start training your AI-powered chatbot.
3. Click on **“Google Sheet”** to train your AI chatbot using data from a Google Sheet.
4. Click on **“Import Google Sheets”**.
5. Enter the **Google Sheet URL** and provide a brief description of its content or purpose.
6. Click on **“Add Google Sheets Link”** to complete the integration.


# Train your AI chatbot using frequently asked questions (FAQs).

This page contains  the stepwise tutorial  to how to train your chatbot using the FAQ.

## Train using FAQs

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.
2. Next, select the option "Train Your AI Chatbot" displayed on the screen.
3. Now, click on the "FAQs" button provided on the top navigation bar.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2050.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Here, on the right side of the screen, you will find the "Add FAQs" button. Click on it to add the FAQs.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2051.png?alt=media" alt=""><figcaption></figcaption></figure>
5. You can add the questions and their corresponding answers that you want your bot to reply to users.\\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2052.png?alt=media" alt=""><figcaption></figcaption></figure>
6. Now, click on the "Train" button to initiate the training process for your bot.
7. Additionally, you can import FAQs by clicking on the import button provided on the same page.
8. In the table below, you can view the questions and answers that you added to your bot.
9. Additionally, there is a column labeled "Action" from where you can easily delete any of the FAQs that you have added.


# Train your bot using the conversation history.

This page contains  the stepwise tutorial on how to train your bot using the previous conversation history of your bot and the users.

## Train on Past Conversation history

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.
2. Next, select the option "Train Your AI Chatbot" displayed on the screen.
3. Now, click on the "Conversation History" button provided on the top navigation bar.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2053.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Here, you can export the conversation of the bot and use to train your bot based on the conversations that had occurred previously.


# Train your AI chatbot using other sources.

In this section, you will learn how to train your chatbot using other custom sources provided by the platform.

## Train on other sources

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.
2. Next, select the option "Train Your AI Chatbot" displayed on the screen.
3. Now, click on the "Other Sources" option on the top navigation bar.
4. Here, you will find a list of custom sources provided by the platform to train your chatbot with.
5. You can click on the provided "Connect" button to start training your bot within that source.
6. Once you click "Connect" for the source, you can view the status of the connection in the status column.

{% hint style="info" %}
As of now, We have only added the Notion as other sources. Much more in coming soon.
{% endhint %}


# Bot Settings

This page contains the information on available bot settings.

Bot setting is being managed based on the channel and each bot separately. Here are the support links you can use to understand more about the same.

{% content-ref url="/pages/7XAe5auAqu0O9Gmqqj6l" %}
[Website Bot settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings)
{% endcontent-ref %}

{% content-ref url="/pages/zDtOddZk1AKtEAMOLb0p" %}
[WhatsApp chatbot Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/whatsapp-chatbot-settings)
{% endcontent-ref %}

{% content-ref url="/pages/3NwtNyv1bIEES5FAS0H1" %}
[Telegram Bot Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/telegram-bot-settings)
{% endcontent-ref %}


# Website Bot settings

{% content-ref url="/pages/zmP9M6ysXWVAGlGRCJD9" %}
[Design](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/design)
{% endcontent-ref %}

{% content-ref url="/pages/yxmBouyerL2xdfVqq9fY" %}
[Alerts](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/alerts)
{% endcontent-ref %}

{% content-ref url="/pages/LzCmnyNdSgVNzyVn4eWk" %}
[Triggers](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/triggers)
{% endcontent-ref %}

{% content-ref url="/pages/AzTax8f9JCKPEz5xht5R" %}
[User Access](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/user-access)
{% endcontent-ref %}

{% content-ref url="/pages/X9xCpGMpaWtHgdnhawny" %}
[Chat Window](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/chat-window)
{% endcontent-ref %}

{% content-ref url="/pages/tUlQgkfOKRiWg42dMAA0" %}
[AI Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/ai-settings)
{% endcontent-ref %}

{% content-ref url="/pages/6qnDCdeGS5JBV6FyxcAl" %}
[General](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/website-bot-settings/general)
{% endcontent-ref %}


# Design

This page contains all the information that you can configure in the design section of the website chatbot settings.

This table summarizes all the settings options available for configuring your bot:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2054.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="279">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Bot Name</td><td>Enter the desired name for your bot. It will be displayed to users during interactions and Main name for chatbot</td></tr><tr><td>Call to Action</td><td>CTA text just beside the Chatbot icon</td></tr><tr><td>Chat background color</td><td>Select the background color of the chatbot</td></tr><tr><td>Chat Text Color</td><td>Text color for the chatbot</td></tr><tr><td>Hide CTA Chat Bubble</td><td>Hides the CTA tect beside chatbot icon on website</td></tr><tr><td>Chat Bubble Background Color</td><td>Back ground Color for CTA Text</td></tr><tr><td>Chat Bubble Text Color</td><td>Color for CTA Text</td></tr><tr><td>Theme</td><td>Chatbot theme, Preview the bot for better understanding</td></tr><tr><td>Window Size</td><td>How big your window should be</td></tr><tr><td>Window Position</td><td>Where you want to show bot on your website</td></tr></tbody></table>

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}

**Note**

Ensure to review all configurations before saving changes to ensure they align with your desired bot behavior and appearance.

This documentation provides step-by-step instructions for configuring various aspects of your bot's appearance and behavior. If you encounter any issues or need further assistance, feel free to reach out to our support team for help.


# General

This page contains information regarding the general bot settings. You can configure the general settings of the website bot from here.

Below is a breakdown of the settings options available for configuring your bot's general settings

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2055.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="252">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Waiting Message</td><td>Enter the message to display when a user requests live chat but no agent have accepeted the live chat request as of now.</td></tr><tr><td>Unavailability Message</td><td>Message to inform users when no agents are available to attend to their queries and user have requested the live chat</td></tr><tr><td>Waiting Message Title</td><td>Set the title for the message displayed to users when the bot keeps them waiting for live chat.</td></tr><tr><td>TimeZone</td><td>Choose the time zone for the bot's operations.</td></tr><tr><td>ChatBot Status</td><td>Activate or deactivate the bot's visibility on website with a simple toggle button.</td></tr><tr><td>Send Incomplete Responses</td><td>Enable this option to receive email notifications even when the conversation is not finished and chat window has been closed or session has been expired.</td></tr><tr><td>Unavailability Message Title</td><td>Define the title for the message displayed when live chat is unavailable.</td></tr><tr><td>Chat Window Message History</td><td>Specify whether to retain the bot user's chat history permanently or for the browser session.</td></tr></tbody></table>

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}

#### Note

Review all settings carefully before saving changes to ensure they align with your preferences and requirements. If you encounter any difficulties or require further assistance, feel free to contact our support team for assistance.


# Alerts

This page contains information on how your bot will notify you when a new lead comes in.

#### Lead Notification Settings

Configure the settings below to manage email notifications for new leads and lead revisits:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2056.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="253">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Subject</td><td>Enter the subject line for email notifications. This will be used to alert you about new leads.</td></tr><tr><td>Email Addresses</td><td>Add email addresses where notifications will be sent. Press "Enter" after adding each email.</td></tr><tr><td>Lead Revisit Notifications</td><td>Activate this option to receive notifications when a lead revisits the bot.</td></tr></tbody></table>

#### Note

Ensure that the email addresses provided are accurate and up-to-date to receive timely notifications about new leads and lead revisits.

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}


# Triggers

This page contains the trigger time settings, which determine after what time the bot or messages from the bot should trigger.

## Chat Bot Trigger Settings

Adjust the trigger settings to control when the bot should initiate on desktop and mobile devices:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2057.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="243">Setting</th><th>Description</th></tr></thead><tbody><tr><td>On-Desktop Trigger Time</td><td>Set the time delay after which the bot should trigger on desktop devices.</td></tr><tr><td>On-Mobile Trigger Time</td><td>Set the time delay after which the bot should trigger on mobile devices.</td></tr><tr><td>Disable Auto Trigger</td><td>Use this toggle button to disable the automatic triggering of the bot.</td></tr></tbody></table>

#### Note

Ensure to set appropriate trigger times to optimize user experience and engagement with the bot.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

**Saving Changes**

####

\\


# User Access

This page contains information on how you can decide who can access your bot.

## Bot Availability Settings

Customize the availability control settings to manage device support, IP address blocking, page visibility, and country access:

<table><thead><tr><th width="279">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Device Support</td><td>Determine which types of devices can access the bot.</td></tr><tr><td>Block IP Addresses</td><td>Enter specific IP addresses to block or restrict access to the bot.</td></tr><tr><td>Hide Chatbot on Specific Pages</td><td>Enter URLs of pages where you don't want the bot to appear.</td></tr><tr><td>Select Countries to Enable Bot</td><td>Choose the countries where you want users to access the bot.</td></tr></tbody></table>

#### Note

These settings allow you to control the bot's accessibility based on device types, IP addresses, specific web pages, and user locations.

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}


# Chat Window

This page contains information on how you configure chat menu of your website chatbot

## Chat Menu Settings

Customize the chat menu settings to enhance user engagement and control chat transfer options:

<figure><img src="https://github.com/airayzing/helpdocs/blob/develop/.gitbook/assets/Bot%20-24%20(1).png" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="323">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Allow Visitors to Transfer Chat to WhatsApp</td><td>Enable visitors to transfer the chat conversation to WhatsApp.</td></tr><tr><td>Allow Visitors to Refresh Chat</td><td>Allow users to refresh the chat from start</td></tr><tr><td>Hide Transfer to WhatsApp Button</td><td>Conceal the button that facilitates transferring the chat to WhatsApp.</td></tr><tr><td>Display Name for Transferring Chat to WhatsApp</td><td>Set a custom name for the button that transfers the chat to WhatsApp.</td></tr><tr><td>Display Name for Transferring to Live/Agent Chat</td><td>Customize how the option to transfer to live chat is displayed.</td></tr><tr><td>Display Name for Transferring Chat to Bot</td><td>Define the button name for transferring the chat back to the bot.</td></tr><tr><td>Live Chat Message Secondary Color</td><td>Customize the secondary color of text when connected to a live agent.</td></tr><tr><td>Allow Visitors to Transfer Chat to Bot</td><td>Enable visitors to transfer the chat back to the bot.</td></tr><tr><td>Allow Visitors to Request for Live Chat</td><td>Permit users to request live chat assistance from the bot.</td></tr><tr><td>Hide Refresh Chat Button</td><td>Conceal the button for refreshing the chat interface.</td></tr><tr><td>Indicative Text for Customer's Reply</td><td>Provide instructions or prompts for visitors to reply in the chat.</td></tr><tr><td>Display Name for Restarting Chatbot Conversation</td><td>Define the button name for restarting the chat conversation.</td></tr></tbody></table>

#### Note

These settings allow you to control various aspects of chat interaction, including chat transfer options, message appearance, and user engagement features.

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}


# AI Settings

This page contains information on how you can configure the bot’s personality, redact customer data, handle flow, and use the ChatGPT model.

## Bot Personality Configuration

<figure><img src="https://github.com/airayzing/helpdocs/blob/develop/.gitbook/assets/Bot%20-20%20(1).png" alt=""><figcaption></figcaption></figure>

Define your bot's personality settings to tailor its responses and interactions:

<table><thead><tr><th width="222">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Answer Length</td><td>Specify the preferred length of responses provided by the bot.</td></tr><tr><td>Answer as</td><td>Determine the persona in which the bot will respond to users.</td></tr><tr><td>Tone</td><td>Select the tone of voice for the bot's responses.</td></tr><tr><td>Language</td><td>Choose the language in which the bot will communicate with users.</td></tr><tr><td>Answer Formatting</td><td>Decide the format in which the bot's responses will be presented to users.</td></tr><tr><td>Included Sources for Response</td><td>Enable to include sources for bot-generated responses.</td></tr><tr><td>Personalize Replies with Chat History</td><td>Personalize responses based on the user's chat history with the bot.</td></tr></tbody></table>

## Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

<table><thead><tr><th width="353">Scenario</th><th>Description</th></tr></thead><tbody><tr><td>Action Required When Bot Is Unable To Answer</td><td>Set a response message to display when the bot is unable to answer a user's query.</td></tr><tr><td>Action Required When Inappropriate Language Use</td><td>Define a message to address inappropriate language usage by the user.</td></tr></tbody></table>

#### ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

| Action                 | Description                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------- |
| Integrate with ChatGPT | Click to integrate the ChatGPT model, enhancing the bot's conversational abilities and responses. |

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

{% hint style="info" %}
Use `Invalidate Cache` option to make changes live right away.
{% endhint %}


# Transfer Chat to WhatsApp Fucntionality

This guide provides a step-by-step tutorial on enabling and using the Chat Transfer to WhatsApp feature in Reekolect.

### Chat Transfer to WhatsApp:

To enable chat transfer from your website bot to WhatsApp, follow these steps:

1. **Access Your Website Bot**
   1. Navigate to the Bots section and select the relevant website chatbot.
2. **Modify Chat Window Settings**
   1. Go to Website Chatbot Settings and click on "**Chat Window"**.
   2. Toggle **"Enable Transfer to WhatsApp"** ON. This allows users to seamlessly transfer their conversation to WhatsApp.
3. **User-Initiated Chat Transfer**
   1. While interacting with the website chatbot, users can tap the three-dot menu and select **"Transfer to WhatsApp"** to continue the conversation on WhatsApp.
4. **Inbox Notification**
   1. In the chatbot’s inbox, a message will indicate that the conversation has been transferred to WhatsApp.

**Setup Complete!** Your chatbot is now equipped with WhatsApp chat transfer functionality.


# WhatsApp chatbot Settings

{% content-ref url="/pages/Gy5sDvqphlUQpq7B7sNv" %}
[General](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/whatsapp-chatbot-settings/general)
{% endcontent-ref %}

{% content-ref url="/pages/PZ41S7havQRH20a06yUx" %}
[Alerts](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/whatsapp-chatbot-settings/alerts)
{% endcontent-ref %}

{% content-ref url="/pages/MzOOHw6NdD4Js6hoCwed" %}
[AI Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/whatsapp-chatbot-settings/ai-settings)
{% endcontent-ref %}


# General

This page contains the information on the general setting of the WhatsApp Bots

## Session Management

Configure settings related to session timeouts and user interactions:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2061.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="231">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Session Time Out</td><td>Set the duration for session timeout due to user inactivity.</td></tr><tr><td>User Inactivity Message</td><td>Define a message to display when the user is inactive for the specified session timeout duration.</td></tr><tr><td>Message after Automated Flow Completed</td><td>Enter a message to be displayed to the user after they have completed an automated chat flow but session is still active and user sends any messages</td></tr><tr><td>Restart Chat Flow Triggers</td><td>Specify keywords or phrases that, when entered by the user, will restart the chat flow.</td></tr><tr><td>Live Chat Triggers</td><td>Define keywords or phrases that, when entered by the user, will trigger a live chat</td></tr></tbody></table>

#### Saving Changes

After configuring session management settings and triggers, click the "Save Changes" button to apply the modifications instantly. Your bot will adhere to the updated session rules and trigger conditions in real-time.


# Alerts

This page contains information on email alerts that can be sent when any new used visits the chatbot.

#### Email Notification Settings

Customize how you receive lead information and notifications via email:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2062.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="260">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Subject</td><td>Customize the subject line of the email notifications.</td></tr><tr><td>Email Addresses</td><td>Add email addresses where you want to receive lead notifications. Separate multiple addresses with commas.</td></tr><tr><td>When to Send Lead Info</td><td>Specify the timing for receiving lead information after user has started the chat</td></tr><tr><td>Email Notification</td><td>Enable this option to receive notifications via email.</td></tr><tr><td>Lead Revisit Notifications</td><td>Toggle this option to receive notifications when a lead revisits the bot.</td></tr></tbody></table>

#### Saving Changes

After adjusting the email notification settings according to your preferences, click the "Save Changes" button to apply the updates. You'll start receiving notifications based on the configured parameters.


# WhatsApp Profile

Learn how to configure your WhatsApp bot’s phone settings and public profile in Reekolect. Update contact details, business info, and branding for a seamless, professional presence on WhatsApp.

The **WhatsApp Profile** section in the BotPenguin platform is divided into two key sections:

1. **Phone Number Details**
2. **WhatsApp Public Profile**

### Phone Number Details:

This section provides essential information about the phone number linked to your WhatsApp bot. Below are the available details:

* **Phone Number**: Displays the phone number associated with your bot.
* **Phone Number ID**: A unique identifier generated during Meta's onboarding process to distinguish your bot's phone number.
* **WABA ID (WhatsApp Business Account ID)**: A unique identifier assigned to your WhatsApp Business Account during Meta onboarding.
* **Access Token**: A secure token that enables your bot to interact with the WhatsApp Business API.
* **Messaging Limit**: Specifies the maximum number of messages your bot can send within a defined period.
* **Quality Rating**: Measures the bot's performance based on user interactions. A higher rating signifies better engagement and reliability.
* **WhatsApp Business Account Name**: Displays the name registered for your WhatsApp Business Account.

**Note**: Only the **WABA ID** and **Access Token** are editable and can be configured as needed.

### WhatsApp Public Profile:

This section enables you to manage and customize your bot's public profile on WhatsApp. You can configure the following details:

* **Profile Picture**: Upload and modify the bot’s profile image.
* **About Text**: Add a brief description of your bot or business.
* **Address**: Update or enter your company’s address.
* **Short Description**: Provide a concise overview of your company or product.
* **Email**: Specify a contact email for customer inquiries and support.
* **Website URL**: Include a link to your business website.
* **Category**: Select the most relevant category for your business.

#### How to Access the WhatsApp Profile Section

1. Log in to your Reekolect account.
2. Navigate to your bot’s settings.
3. Select the **WhatsApp bot settings** option.
4. Click on **WhatsApp Profile** to view and edit the details.

A well-configured profile ensures your WhatsApp bot maintains a professional presence and operates smoothly, aligning with both branding and functional requirements.


# AI Settings

This page contains information on how you can configure the bot’s personality, redact customer data, handle flow, and use the ChatGPT model.

## Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2063.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="222">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Answer Length</td><td>Specify the preferred length of responses provided by the bot.</td></tr><tr><td>Answer as</td><td>Determine the persona in which the bot will respond to users.</td></tr><tr><td>Tone</td><td>Select the tone of voice for the bot's responses.</td></tr><tr><td>Language</td><td>Choose the language in which the bot will communicate with users.</td></tr><tr><td>Answer Formatting</td><td>Decide the format in which the bot's responses will be presented to users.</td></tr><tr><td>Included Sources for Response</td><td>Enable to include sources for bot-generated responses.</td></tr><tr><td>Personalize Replies with Chat History</td><td>Personalize responses based on the user's chat history with the bot.</td></tr></tbody></table>

## Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2064.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="353">Scenario</th><th>Description</th></tr></thead><tbody><tr><td>Action Required When Bot Is Unable To Answer</td><td>Set a response message to display when the bot is unable to answer a user's query.</td></tr><tr><td>Action Required When Inappropriate Language Use</td><td>Define a message to address inappropriate language usage by the user.</td></tr></tbody></table>

#### ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

| Action                 | Description                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------- |
| Integrate with ChatGPT | Click to integrate the ChatGPT model, enhancing the bot's conversational abilities and responses. |

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.


# Telegram Bot Settings

{% content-ref url="/pages/xauKBvFTV8lJwX6Rae3h" %}
[General](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/telegram-bot-settings/general)
{% endcontent-ref %}

{% content-ref url="/pages/xc2q7051kuY7tjfb2cGF" %}
[AI Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/telegram-bot-settings/ai-settings)
{% endcontent-ref %}


# General

This page contains the information on the general setting of the Telegram Bots

## Session Timeout Settings

Configure session timeout parameters to manage user inactivity:

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2065.png?alt=media" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="231">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Session Timeout</td><td>Set the duration of inactivity after which the session times out.</td></tr><tr><td>User Inactivity Message</td><td>Enable this option to display a custom message to the user in case of inactivity.</td></tr><tr><td>Restart Chat Flow Triggers</td><td>Specify keywords or phrases that, when entered by the user, will restart the chat flow. You can add multiple triggers.</td></tr><tr><td>Live Chat Triggers</td><td>Specify keywords or phrases that, when entered by the user, will restart the chat.</td></tr></tbody></table>

## Notes

Adjust these settings to manage user sessions effectively and provide a seamless chat experience.

## Saving Changes

After configuring the session timeout and triggers, click the "Save Changes" button to apply the settings.


# AI Settings

This page contains information on how you can configure the bot’s personality, redact customer data, handle flow, and use the ChatGPT model.

<figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2066.png?alt=media" alt=""><figcaption></figcaption></figure>

## Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

<table><thead><tr><th width="222">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Answer Length</td><td>Specify the preferred length of responses provided by the bot.</td></tr><tr><td>Answer as</td><td>Determine the persona in which the bot will respond to users.</td></tr><tr><td>Tone</td><td>Select the tone of voice for the bot's responses.</td></tr><tr><td>Language</td><td>Choose the language in which the bot will communicate with users.</td></tr><tr><td>Answer Formatting</td><td>Decide the format in which the bot's responses will be presented to users.</td></tr><tr><td>Included Sources for Response</td><td>Enable to include sources for bot-generated responses.</td></tr><tr><td>Personalize Replies with Chat History</td><td>Personalize responses based on the user's chat history with the bot.</td></tr></tbody></table>

## Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

<table><thead><tr><th width="353">Scenario</th><th>Description</th></tr></thead><tbody><tr><td>Action Required When Bot Is Unable To Answer</td><td>Set a response message to display when the bot is unable to answer a user's query.</td></tr><tr><td>Action Required When Inappropriate Language Use</td><td>Define a message to address inappropriate language usage by the user.</td></tr></tbody></table>

#### ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

| Action                 | Description                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------- |
| Integrate with ChatGPT | Click to integrate the ChatGPT model, enhancing the bot's conversational abilities and responses. |

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.


# Instagram Bot Settings

Configure key interaction settings for your Instagram chatbot, including session timeout, restart and live chat keywords, inactivity prompts, and custom messages.

### General Settings for Instagram Chatbot:

The **General** section allows you to configure key interaction settings for your Instagram chatbot:

* **Session Timeout** – Set the time limit for inactive chat sessions before they end automatically.
* **Restart Chat Keywords** – Define keywords (e.g., "restart") to start a new chat session.
* **Live Chat Expiry** – Set a time limit for live chat requests before they expire if unaccepted.
* **Live Chat Request Keywords** – Add keywords (e.g., "live agent") to request live chat support.
* **Unavailability Message** – Customize the response when live chat is unavailable (e.g., "Live chat is currently unavailable.").
* **Completion Message** – Set a message displayed when the chat session ends, guiding users on the next steps.
* **User Inactivity Message** – Define a prompt to re-engage inactive users (e.g., "It seems you haven't responded.").

These settings ensure smooth chatbot interactions and effective user engagement.


# Facebook Bot Settings

{% content-ref url="/pages/iccN7IsVCZLC1CnDX3C2" %}
[General](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/facebook-bot-settings/general)
{% endcontent-ref %}

{% content-ref url="/pages/80rXfCrsdZ7hCuoHuWGC" %}
[AI Settings](/reekolect-resource-center/how-reekolect-works/bot-management/bot-settings/facebook-bot-settings/ai-settings)
{% endcontent-ref %}


# General

This page contains the information on the general setting of the Facebook Bots

## Session Timeout Settings

Configure session timeout parameters to manage user inactivity:

<table><thead><tr><th width="231">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Session Timeout</td><td>Set the duration of inactivity after which the session times out.</td></tr><tr><td>User Inactivity Message</td><td>Enable this option to display a custom message to the user in case of inactivity.</td></tr><tr><td>Restart Chat Flow Triggers</td><td>Specify keywords or phrases that, when entered by the user, will restart the chat flow. You can add multiple triggers.</td></tr><tr><td>Live Chat Triggers</td><td>Specify keywords or phrases that, when entered by the user, will restart the chat.</td></tr></tbody></table>

## Notes

Adjust these settings to manage user sessions effectively and provide a seamless chat experience.

## Saving Changes

After configuring the session timeout and triggers, click the "Save Changes" button to apply the settings.


# AI Settings

This page contains information on how you can configure the bot’s personality, redact customer data, handle flow, and use the ChatGPT model.

## Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

<table><thead><tr><th width="222">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Answer Length</td><td>Specify the preferred length of responses provided by the bot.</td></tr><tr><td>Answer as</td><td>Determine the persona in which the bot will respond to users.</td></tr><tr><td>Tone</td><td>Select the tone of voice for the bot's responses.</td></tr><tr><td>Language</td><td>Choose the language in which the bot will communicate with users.</td></tr><tr><td>Answer Formatting</td><td>Decide the format in which the bot's responses will be presented to users.</td></tr><tr><td>Included Sources for Response</td><td>Enable to include sources for bot-generated responses.</td></tr><tr><td>Personalize Replies with Chat History</td><td>Personalize responses based on the user's chat history with the bot.</td></tr></tbody></table>

## Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

<table><thead><tr><th width="353">Scenario</th><th>Description</th></tr></thead><tbody><tr><td>Action Required When Bot Is Unable To Answer</td><td>Set a response message to display when the bot is unable to answer a user's query.</td></tr><tr><td>Action Required When Inappropriate Language Use</td><td>Define a message to address inappropriate language usage by the user.</td></tr></tbody></table>

#### ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

| Action                 | Description                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------- |
| Integrate with ChatGPT | Click to integrate the ChatGPT model, enhancing the bot's conversational abilities and responses. |

**Saving Changes**

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.


# Marketing Automation

This page contains how you can use the social bots to run the marketing automation campaigns and drive traffic.

Here is the guides for some tools which you can use to improve to your marketing.

<figure><img src="https://github.com/airayzing/helpdocs/blob/develop/.gitbook/assets/Bot%201%20%E2%80%93%2029%20(1).png" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/KtkKSQOWhw1EEz34e5Yr" %}
[Broadcasts on WhatsApp, Telegram & Facebook](/reekolect-resource-center/how-reekolect-works/bot-management/marketing-automation/broadcasts-on-whatsapp-telegram-and-facebook)
{% endcontent-ref %}

{% content-ref url="/pages/ZDL8Mq0tlJ0wFca0H45g" %}
[Drip Campaigns on WhatsApp, Telegram & Facebook](/reekolect-resource-center/how-reekolect-works/bot-management/marketing-automation/drip-campaigns-on-whatsapp-telegram-and-facebook)
{% endcontent-ref %}

{% content-ref url="<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/Reekolect-resource-center/how-Reekolect-works/bot-management/marketing-automation/broken-reference/README.md>" %}
<https://github.com/airayzing/Help-Docs-v2/blob/Reekolect/Reekolect-resource-center/how-Reekolect-works/bot-management/marketing-automation/broken-reference/README.md>
{% endcontent-ref %}


# WhatsApp Template Setup

This page contains the information about configuring WhatsApp Templates.

## **Setting Up WhatsApp Templates:**

#### **1. Navigating to WhatsApp Templates**

* Go to your WhatsApp Bot.
* Click on **WhatsApp Automation** → **Templates**.
* Choose from **Chatflow Templates** or **Message Templates**.

#### **2. Using Chatflow Templates**

* Hover over a template to **Preview** or **Use Template**.
* Click **Use Template** to apply it directly in your chatflow.
* Customize it under **Edit Your Chat Flow**.

#### **3. Using Message Templates**

* Click **Message Templates** to choose from the **Templates Gallery** or create a custom template under **Your Templates**.
* Hover over a template to **Preview** or **Use Template**.

#### **4. Creating a Regular Template**

* Go to **Your Templates** → **Create Template**.
* Enter **Template Name, Category, and Language**.
* Choose a **Header Format** (Text, Image, Video, or Document).
* Add content in the **Body** (Use `{{ }}` for variables).
* Enter **Footer Content**.
* Add **Buttons** and configure them as needed.
* Click **Save as Draft** to edit later or **Submit for Approval**.
* Approved templates will be available under **Manage Templates**.

#### **5. Creating a Carousel Template**

* Select **Carousel** as the template type.
* Add **Bubble Text** and variables.
* Set up **Carousel Cards** (Media, CTA Buttons, Quick Replies).
* Add up to **10 cards** with images and descriptions.
* Click **Save as Draft** or **Submit for Approval**.

#### **6. Finalizing & Approval**

* Once submitted, WhatsApp will review your template.
* Manage templates under **Actions** (Copy ID, Delete, Assign Flow).

Done! Your WhatsApp template is now ready for approval and use. 🚀


# WhatsApp Catalog Setup

Setup your WhatsApp Catalog!

## **How to Set Up Your WhatsApp Catalog**

### **Step 1: Create a Catalog**

1. Open your **WhatsApp Bot**.
2. Go to **WhatsApp Automation** → **Catalog**.
3. Click **Create Catalog**.
4. Click **Go to Meta** to access **Meta Commerce Manager**.
5. Click **Add Catalog**.
6. Select your **Business Portfolio** from the dropdown.
7. Enter a **Name** for the catalog and click **Next**.
8. Click **Next** through **Event Tracking**.
9. Assign permissions in **Set Permissions** and click **Next**.

### **Step 2: Add Products to Your Catalog**

1. Select **Manually Add Products**.
2. Click **Add Products**.
3. Fill in product details:
   * **Images**
   * **Title**
   * **Description**
   * **Price**
   * **Web Link**
4. Click **New Item** to add more products.
5. Click **Upload Items** to finalize your catalog.

### **Step 3: Connect the Catalog to WhatsApp**

1. Return to **WhatsApp Automation Page**.
2. Click **Connect Catalog to WhatsApp Account** → **Go to Meta**.
3. Log in to your **Meta Account**.
4. Click **Settings** (bottom left).
5. Click **All Tools** → **WhatsApp Manager**.
6. Click **Catalogue** → **Choose a Catalogue**.
7. Select the catalog you want to connect.
8. Click **Connect Catalogue** to link it with WhatsApp.

### **Step 4: Activate the WhatsApp Catalog**

1. Click **Login with Facebook** under **Activate WhatsApp Catalogue**.
2. Select the catalog from the dropdown.
3. Use it in your chat flow under **Edit Your Chat Flow**.

✅ **Done! Your WhatsApp Catalog is now ready to use.** 🚀


# Broadcasts on WhatsApp, Telegram & Facebook

This page contains the information on how you can run Broadcast campaigns.

{% hint style="info" %}
Broadcast can be sent on WhatsApp, Facebook and Telegram. You must have at least one bots of respective channel to run the campaigns. Process for the same remain the same across all 3 channels.
{% endhint %}

## Sending Broadcast

Follow these steps to send a broadcast message through your bot dashboard:

1. **Navigate to Bots:** Go to the dashboard and click on the "Bots" button to access your bots.
2. **Select Bot:** Choose the specific bot for which you want to send the broadcast. Navigate to Broadcast tab under automation tab. Initiate the broadcast by clicking "Create New Broadcast".\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2068.png?alt=media" alt=""><figcaption></figcaption></figure>
3. **Enter Broadcast Details:**
   * **Broadcast Name:** Provide a name for your broadcast.
   * **What to Send:** Select the template or message you want to send as a broadcast.
   * **Whom to Send:** Choose the audience you want to send the broadcast to from the provided options.\
     \\

     <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2069.png?alt=media" alt=""><figcaption></figcaption></figure>
4. **Select Timing:** Decide when to send the broadcast by choosing either "Now" or "Later."
5. **Create Broadcast:** After filling in all the necessary details, click on the "Create Broadcast" button to send the broadcast.\
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2070.png?alt=media" alt=""><figcaption></figcaption></figure>

#### Notes:

Ensure that you provide a clear and relevant broadcast name and select appropriate recipients for the message.

#### Additional Options:

Explore other options available on the dashboard to customize and schedule your broadcast effectively.


# Drip Campaigns on WhatsApp, Telegram & Facebook

This page contains the information on how can your run the drip campaigns.

{% hint style="info" %}
Drip Campaigns can be sent on WhatsApp, Facebook and Telegram. You must have at least one bots of respective channel to run the campaigns. Process for the same remain the same across all 3 channels.
{% endhint %}

## Creating Drip Campaign

Follow these steps to create a drip campaign through your bot dashboard:

1. **Navigate to Bots:** Go to the dashboard and click on the "Bots" button to access your bots.
2. **Select Bot:** Choose the specific bot for which you want to create the drip campaign. Navigate to the Drip Campaign tab under the automation tab and click on "Create New Drip Campaign"\
   \
   \\

   <figure><img src="https://1368633405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDm8EIACp4ww3pb3Dinlf%2Fuploads%2Fgit-blob-a426ce78795529cf27b5f8bfe483548ff48386b6%2F1%20%E2%80%93%2071.png?alt=media" alt=""><figcaption></figcaption></figure>
3. **Enter Drip Campaign Details:**
   * **Drip Campaign Name:** Provide a name for your drip campaign.
   * **Applied On:** Select the audience you want to target with the drip campaign from the available options.
4. **Schedule Your Templates:**
   * **Template Selection:** Choose the template or message you want to include in the drip campaign.
   * **Send After:** Select the time delay after which you want to send the drip campaign.
5. **Create Drip Campaign:** After filling in all the necessary details, click on the "Create Drip Campaign" button to initiate the drip campaign.

#### Notes:

Ensure that you name your drip campaign appropriately and select the appropriate audience to maximize its effectiveness.

#### Additional Options:

Explore other options available on the dashboard to customize and schedule your drip campaign effectively.


# Install your Website Chatbot

This page contains the tutorial on how to install the Reekolect website bot on the website.

Reekolect website bots support all sort of websites. However most common of all is custom build. Here is how you can integrate chatbots on custom-build websites.

## :white\_check\_mark: Installation Instructions

### 1. Get your bot ready to go-live

Before you move ahead, Make sure you have completed the following steps.

* Create your bot on the Reekolect dashboard.
* Design your chatflow and other design settings from the bot setup page.
* Once Done, Go to the Reekolect setup page and then click on the `Install your Chatbot`
* Select the `Java Script` and copy the API Code/Key and save it safe with yourself.

### 2. Paste API Code/key and make the bot live

Once you have completed the 1st step, Go to the HTML code of your website.

* Find the HTML file such as header that is available in all the website pages.
* Paste the API key/code which you copied in the 1st step, and paste it before closing the tag.
* Save and deploy your new updated code and done!

### 3. Test your bot now

You have completed all the heavy lifting. Open your website in private mode (Incognito window) to avoid any cache issues and you will find Reekolect chatbot on your website.


# Widget

This section provides step-by-step instructions to help you create and install a chatbot widget efficiently.

## **Managing Widgets in Reekolect**

### **What is a Widget?**

A **widget** is a chat interface that can be embedded on websites, advertisements, blogs, or promotional content to seamlessly direct users to your chatbot. Reekolect allows you to create multiple widgets through a simple setup process.

### **How to Manage a Widget**

#### **1. Accessing the Widget Settings**

1. **Log in** to your Reekolect account.
2. **Create or select** a chatbot for WhatsApp, Instagram, Facebook, or Telegram.
3. Navigate to **Automation Settings** for the selected bot.
4. Click on the **Widgets** section to configure and manage widgets.

*Note: This guide focuses on WhatsApp widgets, but the process is similar for other platforms.*

### **2. Configuring Widget Settings**

Reekolect provides three primary customization options for widgets:

1. **Link Configuration**
2. **Chatbot Icon Customization**
3. **QR Code Generation**

#### **A. Link Configuration**

* Click **Link** to access the customization settings.
* Modify the **pre-populated message** that accompanies the widget link.
* Click **Update Widget** to save changes.
* Use **Copy WA Link** to share the widget link.
* Once shared, users clicking the link will be redirected to chat with your bot.

#### **B. Chatbot Icon Customization**

* Click **Chatbot Icon** to adjust its settings.
* Copy and insert the **chatbot icon code** into your website header to integrate the widget.
* Customize the icon’s **size, displayed text, positioning, and placement** using dropdown options.
* Click **Update Widget** to apply the changes.

#### **C. QR Code Generation**

* Click **QR Code** to configure its settings.
* Edit the **pre-populated message** that appears when users scan the QR code.
* Click **Download QR Code** to save and share it with customers.
* Users scanning the QR code will be redirected to chat with your chatbot.
* Click **Update Widget** to finalize modifications.


# Email Validation

Looking for verified leads with real, accurate emails? We've got you covered!

Reekolect allows you to **validate emails entered in the chat** to ensure high-quality lead generation. Simply enable this feature in the **Edit Your Chat Flow** section by selecting the message requesting an email input.

🔹 **Flexible Validation Options:**

* Check for **basic email format** (e.g., <abc@example.com>).
* Filter by **specific domains** to target relevant audiences (e.g., only allow emails from reekolect.com).

This ensures that only legitimate leads make it through, improving data accuracy and conversion potential. 🚀


# Customizing your Landing Page Bot

This page contains step by step tutorial on how to customize landing page bot.

#### Customize Your Landing Page in Reekolect

Easily tailor your chatbot’s landing page to align with your brand’s identity. Follow these steps to customize it effectively:

**1. Access Website Chatbot Settings**

* Navigate to Bots and select a Website Bot.
* Click on Website Chatbot Settings.

**2. Customize Content**

* Set a Landing Page Name.
* Add a Header and Description for the page.
* Toggle ON/OFF to hide the logo, text, or chatbot header.
* Upload a Profile Logo for the chatbot.
* Add Social Media Links and Icons.
* Click Save Changes.

**3. Design Theme**

* Choose a Chat Window Style.
* Select or upload a Bot Icon.
* Customize Theme, Chat Background, and Landing Page Colors.
* Pick a Font Style for the chatbot.
* Click Save Changes.

**4. Adjust Layout**

* Select the preferred Landing Page Layout and Positioning.
* Click Save Changes to finalize.

Your landing page is now fully customized! If you need further assistance, feel free to reach out. 🚀


# Customize Chat Window

This page contains step by step tutorial on how to customize your chat window.

#### **Chat Window Customization in Reekolect**

Easily personalize your chatbot’s chat window to enhance user engagement. Follow these steps:

**1. Access Website Chatbot Settings**

* Click on **Bots** and select a **Website Bot**.
* Navigate to **Website Chatbot Settings**.

**2. Customize Chat Window Content**

* Set a **Bot Name**.
* Enter a **Call to Action** message to encourage interaction.
* Toggle **ON/OFF** for **Auto-hide Call to Action**, and set the hide time in seconds.
* Toggle **ON/OFF** to **Hide CTA Chat Bubble**.
* Choose **Chat Bubble Background Color**.
* Select **Chat Bubble Text Color**.

**3. Customize Theme**

* Choose a **Chat Window Style**.
* Select or upload a **Bot Icon**.
* Set a **Chatbot Window Theme Color**.
* Pick a **Chat Background Color**.
* Select a **Font Style**.
* Click **Save Changes**.

**4. Adjust Layout**

* Choose **Landing Page Layout and Positioning**.
* Set **Chat Window Position on Web and Mobile**.
* Adjust **Chat Window Size**.
* Click **Save Changes** to finalize.

Your chat window is now customized to fit your branding! Need help? Contact us anytime. 🚀


# AI Settings

A minor description of all AI features provided by Reekolect

### Reekolect AI

Reekolect utilizes a combination of **ChatGPT**, proprietary technology, and specialized training to develop **custom AI models** tailored to your business’s unique knowledge base and customer service needs.

You can **train your AI model** using multiple data sources, such as **website URLs, content files, and FAQs**. This allows Reekolect to provide AI-driven solutions that deliver **accurate, efficient, and context-aware** customer interactions by leveraging both publicly available information and your business-specific data.

### **Setting Up ChatGPT and AI Configuration in Reekolect**

To integrate ChatGPT with your **Reekolect chatbot** and customize its behavior, follow these steps:

#### **Step 1: Create Your Chatbots**

Begin by creating your chatbot. Once this step is completed, you can proceed with configuring AI settings.

#### **Step 2: Access AI Settings**

Navigate to **"AI Settings"** inside **"Website Chatbot Settings"** to begin configuring your chatbot’s AI-driven responses.

#### **Step 3: Configure Your Bot’s Personality**

Reekolect allows you to define a unique **bot persona** depending on the chatbot type:

* For **Website Chatbots**, AI settings are located under **"Website Chatbot Settings"**.
* For **Facebook, Instagram, and Telegram Bots**, AI settings are found under **"Bot Settings"**.
* For **WhatsApp Bots**, navigate to **"WhatsApp Bot Settings"**.

**Key Personalization Features**

In the AI settings, you can configure multiple personality attributes, including:

* **Persona Details** (Title, Description, Cover Photo)
* **Communication Style**
  * **Answer Length**
  * **Answer Perspective** (1st person, 3rd person, etc.)
  * **Tone and Language**
  * **Answer Formatting**
* **Knowledge Base Sources**
  * Enable/disable **"Include Sources for Response"**, which displays knowledge base citations.
* **Handling Chat Scenarios**
  * Define **custom actions** triggered based on user input.
  * Add **keywords** to identify user intent and trigger predefined messages or chat flows.
  * Enable **Live Chat** when specific chat scenarios are detected.
* **Custom Instructions**
  * Define a **custom prompt** to shape how the bot interacts.
  * Example: *"Act as a customer service agent—maintain a professional yet friendly tone."*
* **Fallback Responses**
  * Set responses for when the bot encounters **unanswerable queries**.
  * Define an appropriate message for **inappropriate language usage**.

After making the necessary adjustments, click **"Update"** to save the changes. You can then apply the persona to your chatbot by selecting **"Use Persona"** in the chat flow.

#### **Step 4: Configure ChatGPT Integration**

To enhance response quality, integrate **ChatGPT** with your Reekolect bot.

* Invoke the ChatGPT component **at multiple points** within the chat flow as needed.
* Select a **GPT model** from the available options after integration.
* By default, the system is configured to use **GPT-3.5 Turbo**.

Once configured, your custom-trained AI model will generate **contextually relevant responses** based on the defined settings and training, significantly improving your chatbot’s conversational capabilities.

***

With these AI customization features, Reekolect empowers businesses to provide a **seamless, intelligent, and engaging** chatbot experience for their customers. 🚀


# 3rd Party Apps Integrations

This page contains how 3rd party integrations works with Reekolect.

## Streamline your workflow

Reekolect has 55+ Integration to automate your workflow for you. Reekolect integration capabilities allow you to seamlessly transfer your lead, appointments, ticket, and task data to the 3rd party apps. You can integrate 3rd party apps with Reekolect in two ways.

1. Use available Native integrations
2. Have the APIs ready! Create your custom integration with Reekolect `My Integration` capabilities.

## Why Reekolect Integrations?

Reekolect bots work as a front-end app for your end customers, and it collects data in the form of the customer chat and other necessary data such as on which page they were, their indicative location (fetched from IP address), device, browser, etc. All this data is available on the Reekolect dashboard. However, You may need the same data in any of the other apps that you might be using, such as

1. CRMs
2. Scheduling software
3. Task/ticket management tools etc

**Reekolect integrations enable you to use these integrations to send the metadata to your apps.**

![How Reekolect works with 3rd party applications](https://github.com/aiekochat/GitBook-Sync/blob/aman-help-changes/.gitbook/assets/file.drawing%20\(1\).svg)

## How to integrate 3rd party apps with Reekolect?

Once you have decided which app you want to send your data to, Here is how you can integrate it.

### Reekolect Integration with Available Apps

1. Log in to the Reekolect dashboard using the link Reekolect.zi.
2. Navigate your bot and find the `3rd Party Apps Integrations` option on the dashboard.
3. Once you find the list of all integrations available, search for the desired integrations.
4. Once you find your integrations in the list, click on the connect button and follow the on-screen steps.
5. If You are facing issues with the integration, You can look for detailed integration tutorials using the link below.

{% content-ref url="<https://github.com/airayzing/helpdocs/blob/develop/Reekolect-resource-center/how-Reekolect-works/bot-management/3rd-party-apps-integrations/broken-reference/README.md>" %}
<https://github.com/airayzing/helpdocs/blob/develop/Reekolect-resource-center/how-Reekolect-works/bot-management/3rd-party-apps-integrations/broken-reference/README.md>
{% endcontent-ref %}

### Couldn't find the desired App! Build your custom Integration

If the app you are looking for is unavailable on the app list, You can build your integration. It is no code and is very simple to build. Below is the link to how

#### Having Questions?

If you have any questions, you can refer to the below link or contact us at [contact@](mailto:production@Reekolect.co.za)Reekolect.online.


# Agile CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Agile CRM Integration with Reekolect

This documentation provides instructions for integrating Agile CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Agile CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Agile CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **Agile CRM Domain**: Access to your Agile CRM domain.
* **Email Address**: Your email address associated with Agile CRM.
* **API Token**: Obtain an API token from Agile CRM.

### Steps to Enable the Integration

Follow these steps to enable the integration between Agile CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your Agile CRM account. Refer to [this guide](https://www.findmycrm.com/faq/crm-migration-faqs/where-do-i-find-my-agile-crm-rest-api-key) for assistance.
2. **Authenticate Your Account**:
   * Enter the obtained Agile CRM domain, email address, and API token in the provided fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Agile CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# Apptivo CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration allows you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to the Apptivo CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* API Key from Apptivo

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Key from Apptivo. For assistance, refer to their documentation [here](https://www.apptivo.com/developer-api/getting-started/).
2. **Authenticate Your Account:**
   * Enter the required API Key obtained from Apptivo.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Apptivo CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Apptivo CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Apptivo).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Autopilot CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Autopilot CRM Integration with Reekolect

This documentation provides instructions for integrating Autopilot CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Autopilot CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Autopilot CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **API Token**: Obtain an API token from your Autopilot CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Autopilot CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your Autopilot CRM account. Refer to [this guide](https://autopilot.docs.apiary.io/#reference/authentication) for assistance.
2. **Authenticate Your Account**:
   * Enter the obtained API token in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Autopilot CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# Bitrix24 CRM Integration with Reekolect

This page contains the information about the 3rd party integrations.

## Use Case

This integration enables the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Bitrix24 CRM.

## Pre-requisite

Before setting up this integration, ensure you have:

* Inbound Webhook URL
* Lead Title
* Source for the leads

## Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary details from your Bitrix24 CRM account.
2. **Authenticate Your Account:**
   * Enter the required details obtained from Bitrix24.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Bitrix24 CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Bitrix24 CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

## Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Bitrix24).
3. Click on the “Disconnect” button to disconnect.

## Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# CalendarHero integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

Using this integration, you can send your leads' details such as Name, email, and phone to CalendarHero.

### Pre-requisite

* API Token

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the API Token from your CalendarHero account.
2. **Authenticate Your Account**:
   * Enter the API Token obtained from CalendarHero into the corresponding field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the CalendarHero system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the CalendarHero system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to CalendarHero.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the CalendarHero integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using CalendarHero APIs.
* For further assistance, contact the support team.


# Capsule CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to Capsule CRM.

### Pre-requisite

* API Token

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the API Token from your Capsule CRM account.
2. **Authenticate Your Account**:
   * Enter the API Token obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the Capsule CRM system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the Capsule CRM system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to Capsule CRM.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the Capsule CRM integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using Capsule CRM APIs.
* For further assistance, contact the support team.


# Chakra CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides instructions for integrating Chakra CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Chakra CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Chakra CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisite:

* **API Token**: Obtain an API token from your Chakra CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Chakra CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your Chakra CRM account. Refer to [this guide](https://docs.chakrahq.com/docs/platform/api/api-keys) for assistance.
2. **Authenticate Your Account**:
   * Enter the obtained API token in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Chakra CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).

Use case

Using this Integration you can send you leads details such as Name, email, phone to the Chakra CRM

Pre-requisite

* API Token

Steps to enable the integrations

* Get the required 3rd party data from your 3rd party application account. You can use the following link for the same to take help <https://docs.chakrahq.com/docs/platform/api/api-keys>
* Authenticate your account
  * Enter the required details that you got from above steps
  * Proceed to authenticate your account credentials
* Mapping the variable
  * Once Authenticated, You will see the screen where you can map the chatbot’s answers by end user to the fields of target 3rd party system.
  * Click on the “Question” dropdown to select the bot questions whose answer you want to store. If you do not see the dropdown here, Type “/” which will list down all the questions.
  * Map the same to parameter in the next field. If you do not see the drop down here, Enter the parameter name of your 3rd party system.
  * Add new variable by clicking the “Add Parameter” button from top right.
  * Click “Save” button to activate your integration.
* Test your integration
  * Open you bot, and Create a new lead to test your integration. Make sure that your lead is not created earlier.
  * And you are done

Disconnect the integration.

* Open the the integration page under the bot management, by clicking on the 3rd party integrations and then selecting the target integration.
* Click on the “Disconnect” button to disconnect.

Notes

* In order to test the leads, Create the chat in incognito tab to avoid cache issues.
* Make sure you have proper subscription for the 3rd party to use the APIs
* Please contact support team, in case you further need help.


# Close CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides step-by-step instructions for integrating Close CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Close CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Close CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **API Token**: Obtain an API token from your Close CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Close CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your Close CRM account. Refer to [this guide](https://pipedrive.readme.io/docs/how-to-find-the-api-token) for assistance.
2. **Authenticate Your Account**:
   * Enter the required API token in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Close CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# Copper CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration enables you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to the Copper CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* Email Address
* Lead Title
* An API Token for Copper

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Token from Copper. For assistance, refer to their documentation or contact their support team. <https://support.copper.com/en/articles/8823347-generating-an-api-key>
2. **Authenticate Your Account:**
   * Enter the required details, including Email Address, Lead Title, and API Token obtained from Copper.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Copper CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Copper CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Copper).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Drip CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Drip CRM Integration with Reekolect

### Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to Drip CRM.

### Pre-requisite

* Drip CRM Account Id
* API Token

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the Drip CRM Account Id and API Token from your Drip CRM account.
2. **Authenticate Your Account**:
   * Enter the Drip CRM Account Id and API Token obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the Drip CRM system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the Drip CRM system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to Drip CRM.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the Drip CRM integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using Drip CRM APIs.
* For further assistance, contact the support team.


# EngageBay CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration allows you to transmit lead details such as Name, Email, and Phone from your Reekolect platform to the EngageBay CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* An API Key from EngageBay

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain your API Key from EngageBay. If you need assistance, refer to their documentation or contact their support team. <https://help.engagebay.com/>
2. **Authenticate Your Account:**
   * Enter the required details obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your EngageBay CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your EngageBay CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (EngageBay).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Drip CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Drip CRM Integration

This documentation provides instructions for integrating Drip CRM with your chatbot. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Drip CRM.

### Use Case

This integration allows you to efficiently transfer lead details captured by your chatbot to Drip CRM, facilitating streamlined lead management.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **Drip CRM Account Id**: Obtain your Drip CRM account ID.
* **API Token**: Obtain an API token from your Drip CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Drip CRM and your chatbot:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary account ID and API token from your Drip CRM account. Refer to [this guide](https://help.drip.com/hc/en-us/articles/4424702665357-Pipedrive) for assistance.
2. **Authenticate Your Account**:
   * Enter the obtained Drip CRM account ID and API token in the provided fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Drip CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# ExtraaEdge integration with Reekolect

This page contains the information about the 3rd party integrations.

To integrate Reekolect with ExtraaEdge, follow these steps:

## Use case

Using this Integration, you can send your leads' details such as Name, email, phone to ExtraaEdge.

## Pre-requisite

* AuthToken
* Source

## Steps to enable the integration

1. **Get the required 3rd party data**:
   * You will need to obtain the AuthToken and Source from your ExtraaEdge account. Contact ExtraaEdge support for assistance.
2. **Authenticate your account**:
   * Enter the AuthToken and Source obtained from the above steps.
   * Proceed to authenticate your account credentials.
3. **Mapping the variable**:
   * Once authenticated, you will see the screen where you can map the chatbot’s answers by end-user to the fields of the ExtraaEdge system.
   * Click on the “Question” dropdown to select the bot questions whose answer you want to store. If you do not see the dropdown here, type “/” which will list down all the questions.
   * Map the same to parameter in the next field. If you do not see the dropdown here, Enter the parameter name of your 3rd party system.
   * Add a new variable by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test your integration**:
   * Open your bot and create a new lead to test your integration. Ensure that your lead is not created earlier.
   * Verify if the lead information is correctly sent to ExtraaEdge.
5. **Disconnect the integration**:
   * Open the integration page under the bot management by clicking on the 3rd party integrations and then selecting the ExtraaEdge integration.
   * Click on the “Disconnect” button to disconnect.

## Notes

* In order to test the leads, create the chat in an incognito tab to avoid cache issues.
* Make sure you have proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you further need help.


# FirstPromoter integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to FirstPromoter.

### Pre-requisite

* API Key

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the API Key from your FirstPromoter account. Refer to the following link for assistance: [FirstPromoter Integration with Braintree](https://help.firstpromoter.com/en/articles/1574080-how-to-integrate-braintree-with-firstpromoter).
2. **Authenticate Your Account**:
   * Enter the API Key obtained from FirstPromoter into the corresponding field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the FirstPromoter system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the FirstPromoter system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to FirstPromoter.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the FirstPromoter integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using FirstPromoter APIs.
* For further assistance, contact the support team.


# Flowlu integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration allows you to send lead details such as Name, email, and phone to Flowlu.

### Pre-requisite

* Flowlu Domain
* API Token
* Title

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the Flowlu Domain, API Token, and Title from your Flowlu account.
2. **Authenticate Your Account**:
   * Enter the required details obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the Flowlu system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the Flowlu system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to Flowlu.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the Flowlu integration.
   * Click the “Disconnect” button.

### Notes

* Test lead creation in an incognito tab to avoid cache issues.
* Ensure you have proper subscription for using Flowlu APIs.
* For further assistance, contact the support team.


# Freshworks CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration facilitates the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Freshworks CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* A Freshworks domain
* An API Token from Freshworks

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain your API Token from Freshworks by following [this link](https://crmsupport.freshworks.com/en/support/solutions/articles/50000002503-how-to-find-my-api-key-).
2. **Authenticate Your Account:**
   * Enter the required details obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Freshworks CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Freshworks CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Freshworks).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Freshdesk CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Freshdesk CRM Integration with Reekolect

This documentation provides step-by-step instructions for integrating Freshdesk CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Freshdesk CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Freshdesk CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **Freshdesk Domain**: Obtain the domain for your Freshdesk CRM account.
* **API Token**: Obtain the API Token from your Freshdesk CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Freshdesk CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API Token from your Freshdesk CRM account. Refer to [the Freshdesk API documentation](https://developer.freshdesk.com/api/v1/#introduction) for assistance.
2. **Authenticate Your Account**:
   * Enter the required Freshdesk Domain and API Token in the provided fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * Once Authenticated, you'll see the screen where you can map the chatbot’s answers by end user to the fields of the target 3rd party system.
   * Click on the “Question” dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown here, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# Frontapp integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

Using this integration, you can send your leads' details such as Name, email, and phone to Frontapp.

### Pre-requisite

* API Token

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Contact Frontapp support to obtain the AuthToken and Source required for integration.
2. **Authenticate Your Account**:
   * Enter the AuthToken and Source obtained from Frontapp into the corresponding fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll be able to map the chatbot’s answers by end-user to the fields of the Frontapp system.
   * Utilize the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the Frontapp system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to Frontapp.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the Frontapp integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using Frontapp APIs.
* For further assistance, contact the support team.


# GetResponse integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration enables you to transmit lead details such as Name, Email, and Phone from your Reekolect platform to GetResponse.

### Pre-requisite

Before setting up this integration, ensure you have:

* API Key from GetResponse

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Key from GetResponse. For assistance, refer to their documentation [here](https://www.getresponse.com/help/where-do-i-find-the-api-key.html).
2. **Authenticate Your Account:**
   * Enter the required API Key obtained from GetResponse.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your GetResponse system.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your GetResponse system. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (GetResponse).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Go High Level Integration with Reekolect

This page contains the information about the 3rd party integrations.

## Use Case

This integration facilitates the transmission of lead details such as Name, Email, and Phone from your Reekolect platform to the Go High Level CRM.

## Pre-requisite

Before setting up this integration, ensure you have:

* API Token from Go High Level

## Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Token from Go High Level. For assistance, refer to their documentation [here](https://pipedrive.readme.io/docs/how-to-find-the-api-token).
2. **Authenticate Your Account:**
   * Enter the required API Token obtained from Go High Level.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Go High Level CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Go High Level CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

## Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Go High Level).
3. Click on the “Disconnect” button to disconnect.

## Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Google Analytics integration with Reekolect

This page contains the information about the 3rd party integrations.

To integrate your bot with Google Analytics, you'll need to follow these steps:

## Use case

Using this Integration you can send your leads details such as Name, email, phone to Google Analytics.

## Pre-requisite

* Measurement ID

## Steps to enable the integration

1. **Get the required 3rd party data**:
   * Visit [Google Analytics Developer Documentation](https://developers.google.com/analytics/devguides/reporting/data/v1/quickstart-client-libraries) to obtain necessary information.
2. **Authenticate your account**:
   * Enter the required details obtained from the above steps.
   * Proceed to authenticate your account credentials.
3. **Mapping the variable**:
   * Once authenticated, you will see the screen where you can map the chatbot’s answers by end-user to the fields of the Google Analytics system.
   * Click on the “Question” dropdown to select the bot questions whose answer you want to store. If you do not see the dropdown here, Type “/” which will list down all the questions.
   * Map the same to parameter in the next field. If you do not see the drop down here, Enter the parameter name of your 3rd party system.
   * Add a new variable by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test your integration**:
   * Open your bot, and create a new lead to test your integration. Ensure that your lead is not created earlier.
   * Verify if the lead information is correctly sent to Google Analytics.
5. **Disconnect the integration**:
   * Open the integration page under the bot management by clicking on the 3rd party integrations and then selecting the Google Analytics integration.
   * Click on the “Disconnect” button to disconnect.

## Notes

* In order to test the leads, create the chat in incognito tab to avoid cache issues.
* Make sure you have proper subscription for the 3rd party to use the APIs.
* Please contact the support team in case you further need help.


# Google Calendar Integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration involves leveraging the capabilities of Google Calendar to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

### Pre-requisite

To set up this integration, you'll need:

* A Google account

### Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.
2. Click on the shown button and you will be redirected to login your google account.
3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.
4. Once you are logged in, you can now map the variables as explained below.
5. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Google Calendar.
   * Here you can add “Appointment Summary” and “Appointment Description” to your Google Calendar.
   * You can also toggle the “ Include Meeting Link” Button provided.
   * Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.
   * Map these questions to parameters in your Google Calendar. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click "Save" to activate your integration.
6. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Google Calendar).
3. Click on the "Disconnect" button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Contact the support team if you need further assistance.

***

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Calendar integration with a chatbot, along with relevant notes and prerequisites.


# Google Contacts Integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration involves leveraging the capabilities of Google Contacts to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

### Pre-requisite

To set up this integration, you'll need:

* A Google account

### Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.
2. Click on the shown button and you will be redirected to login your google account.
3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.
4. Once you are logged in, you can now map the variables as explained below.
5. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Google Contacts.
   * Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.
   * Map these questions to parameters in your Google Contacts. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click "Save" to activate your integration.
6. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Google Contacts).
3. Click on the "Disconnect" button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Contact the support team if you need further assistance.

***

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Contacts integration with a chatbot, along with relevant notes and prerequisites.


# Google Tasks integration with Reekolect

This page contains the information about the 3rd party integrations.

### Google Tasks Integration with Reekolect

### Use Case

This integration involves leveraging the capabilities of Google tasks to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

### Pre-requisite

To set up this integration, you'll need:

* A Google account

### Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.
2. Click on the shown button an you will be redirected to login your google account.
3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.
4. Once you are logged in, you can now map the variables as explained below.
5. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Google Tasks.
   * Here You can Create the “Task list” to your google sheet.
   * Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.
   * Map these questions to parameters in your Google Tasks. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click "Save" to activate your integration.
6. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Google Tasks).
3. Click on the "Disconnect" button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Contact the support team if you need further assistance.

***

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Tasks integration with a chatbot, along with relevant notes and prerequisites.


# Groove CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides instructions for integrating Groove CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Groove CRM.

### Use Case

This integration enables you to efficiently transfer lead details captured by your chatbot to Groove CRM, facilitating streamlined lead management.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisite:

* **API Token**: Obtain an API token from your Groove CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Groove CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your Groove CRM account. Refer to for assistance. <https://www.groovehq.com/docs>
2. **Authenticate Your Account**:
   * Enter the obtained API token in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to Groove CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).

Use case

Using this Integration you can send you leads details such as Name, email, phone to the Groove CRM

Pre-requisite

* API Token

Steps to enable the integrations

* Get the required 3rd party data from your 3rd party application account. You can use the following link for the same to take help <https://www.groovehq.com/docs>
* Authenticate your account
  * Enter the required details that you got from above steps
  * Proceed to authenticate your account credentials
* Mapping the variable
  * Once Authenticated, You will see the screen where you can map the chatbot’s answers by end user to the fields of target 3rd party system.
  * Click on the “Question” dropdown to select the bot questions whose answer you want to store. If you do not see the dropdown here, Type “/” which will list down all the questions.
  * Map the same to parameter in the next field. If you do not see the drop down here, Enter the parameter name of your 3rd party system.
  * Add new variable by clicking the “Add Parameter” button from top right.
  * Click “Save” button to activate your integration.
* Test your integration
  * Open you bot, and Create a new lead to test your integration. Make sure that your lead is not created earlier.
  * And you are done

Disconnect the integration.

* Open the the integration page under the bot management, by clicking on the 3rd party integrations and then selecting the target integration.
* Click on the “Disconnect” button to disconnect.

Notes

* In order to test the leads, Create the chat in incognito tab to avoid cache issues.
* Make sure you have proper subscription for the 3rd party to use the APIs
* Please contact support team, in case you further need help.


# Google Sheets integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration involves leveraging the capabilities of Google Sheets to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

### Pre-requisite

To set up this integration, you'll need:

* A Google account

### Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.
2. Click on the shown button an you will be redirected to login your google account.
3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.
4. Once you are logged in, you can now map the variables as explained below.
5. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Google sheets.
   * Here You can Add “Title” to your google sheet.
   * Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.
   * Map these questions to parameters in your Google sheets. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click "Save" to activate your integration.
6. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Google Sheets).
3. Click on the "Disconnect" button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Contact the support team if you need further assistance.

***

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Sheets integration with a chatbot, along with relevant notes and prerequisites.


# Helpcrunch CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides step-by-step instructions for integrating Helpcrunch CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Helpcrunch CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Helpcrunch CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **API Key**: Obtain an API key from your Helpcrunch CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between Helpcrunch CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API key from your Helpcrunch CRM account. Refer to [this guide](https://docs.helpcrunch.com/en/rest-api-v1/api-setup-v1) for assistance.
2. **Authenticate Your Account**:
   * Enter the required API key in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * Once Authenticated, you'll see the screen where you can map the chatbot’s answers by end user to the fields of the target 3rd party system.
   * Click on the “Question” dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown here, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# HelpShift integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration allows you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to HelpShift.

### Pre-requisite

Before setting up this integration, ensure you have:

* Domain Name
* API Key from HelpShift

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Key and Domain Name from HelpShift. For assistance, refer to their documentation [here](https://developers.helpshift.com/rest-api/getting-started/).
2. **Authenticate Your Account:**
   * Enter the required details, including Domain Name and API Key obtained from HelpShift.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your HelpShift system.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your HelpShift system. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (HelpShift).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Hubspot CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides instructions for integrating HubSpot CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to HubSpot CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to HubSpot CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **API Token**: Obtain an API token from your HubSpot account.

### Steps to Enable the Integration

Follow these steps to enable the integration between HubSpot CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API token from your HubSpot account. Refer to [this guide](https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key) for assistance.
2. **Authenticate Your Account**:
   * Enter the obtained API token in the provided field.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * After authentication, you'll be directed to a screen where you can map chatbot responses to HubSpot CRM fields.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# Infobip CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration facilitates the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Infobip CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* API Key from Infobip

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Key from Infobip. For assistance, refer to their documentation [here](https://www.infobip.com/docs/api/platform/account-management/create-api-key).
2. **Authenticate Your Account:**
   * Enter the required API Key obtained from Infobip.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Infobip CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Infobip CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Infobip).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Jira CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

### Use Case

This integration facilitates the transmission of lead details such as Name, Email, and Phone from your Reekolect platform to the Jira CRM.

### Pre-requisite

Before setting up this integration, ensure you have:

* API Token
* Email Address
* API URL for Jira

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain the necessary API Token, Email Address, and API URL from Jira. For assistance, refer to their documentation or contact their support team.
2. **Authenticate Your Account:**
   * Enter the required details, including API Token, Email Address, and API URL obtained from Jira.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Jira CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Jira CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Jira).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# Insightly CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

## Insightly CRM Integration with Reekolect

### Use Case

This integration enables you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to the Insightly CRM.

### Pre-requisite

To set up this integration, you'll need:

* An API Token from Insightly

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain necessary information and your API Token from Insightly by referring to the [Insightly API Documentation](https://api.na1.insightly.com/v3.1/#!/Overview/Introduction).
2. **Authenticate Your Account:**
   * Enter the required details obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Insightly CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list all questions.
   * Map these questions to parameters in your Insightly CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click “Save” to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Insightly).
3. Click on the “Disconnect” button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Please contact the support team if you need further assistance.


# MoEngage CRM integration with Reekolect

This page contains the information about the 3rd party integrations.

This documentation provides step-by-step instructions for integrating MoEngage CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to MoEngage CRM.

### Use Case

This integration facilitates the transfer of lead details captured by your chatbot to MoEngage CRM, streamlining your lead management process.

### Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

* **API URL**: Obtain the API URL from your MoEngage CRM account.
* **APP ID**: Obtain the APP ID from your MoEngage CRM account.
* **DATA API KEY**: Obtain the DATA API KEY from your MoEngage CRM account.

### Steps to Enable the Integration

Follow these steps to enable the integration between MoEngage CRM and Reekolect:

1. **Get the Required 3rd Party Data**:
   * Obtain the necessary API URL, APP ID, and DATA API KEY from your MoEngage CRM account. Refer to [this guide](https://developers.moengage.com/hc/en-us/articles/4413167462804-Track-User#h_01HRVRH0WAW0BHPVKS6WQ9X7HG) for assistance.
2. **Authenticate Your Account**:
   * Enter the required API URL, APP ID, and DATA API KEY in the provided fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables**:
   * Once Authenticated, you'll see the screen where you can map the chatbot’s answers by end user to the fields of the target 3rd party system.
   * Click on the “Question” dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
   * Map these answers to parameters in the next field. If you don't see the dropdown here, enter the parameter name of your 3rd party system.
   * Add new variables by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration.
   * Ensure that the lead is not created earlier.

### Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. **Access Integration Page**:
   * Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
2. **Disconnect**:
   * Click on the “Disconnect” button to sever the connection.

### Notes

Here are some important notes to consider:

* **Testing Leads**: To test leads, create chats in an incognito tab to avoid cache issues.
* **Subscription Requirement**: Ensure you have the proper subscription for the 3rd party to use the APIs.
* **Further Assistance**: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact [support team](mailto:support@reekolectcorp.com).


# NetHunt integration with Reekolect

This page contains the information about the 3rd party integrations.

## NetHunt Integration with Reekolect

### Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to NetHunt.

### Pre-requisite

* Email Address
* API Key

### Steps to Enable the Integration

1. **Get the Required 3rd Party Data**:
   * Obtain the Email Address and API Key from your NetHunt account. Refer to the following link for assistance: [NetHunt Integration API](https://nethunt.com/integration-api).
2. **Authenticate Your Account**:
   * Enter the Email Address and API Key obtained from NetHunt into the corresponding fields.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variable**:
   * After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the NetHunt system.
   * Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.
   * Map the selected questions to parameters in the NetHunt system. If the dropdown isn't visible, manually enter the parameter names.
   * Add new variables as needed by clicking the “Add Parameter” button from the top right.
   * Click the “Save” button to activate your integration.
4. **Test Your Integration**:
   * Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.
   * Verify if the lead information is correctly sent to NetHunt.
5. **Disconnect the Integration**:
   * To disconnect, navigate to the integration page under bot management.
   * Click on the 3rd party integrations and select the NetHunt integration.
   * Click the “Disconnect” button.

### Notes

* Test leads creation in an incognito tab to avoid cache issues.
* Ensure proper subscription for using NetHunt APIs.
* For further assistance, contact the support team.




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