> ## Documentation Index
> Fetch the complete documentation index at: https://docs.whatsable.app/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Chatbots

> Create and manage AI-powered WhatsApp assistants that handle customer conversations automatically — 24/7, on-brand, and with built-in human handoff.

<Tip>
  AI Chatbots are available on the **Pro** and **Agency** plans. Bulk Message subscribers will see an upgrade prompt instead of the bot dashboard.
</Tip>

## What are AI Chatbots?

WhatsAble AI Chatbots are intelligent WhatsApp assistants powered by OpenAI. Each bot is trained with your business's own knowledge base and configured with a distinct personality, response style, and escalation rules — so customers get accurate, on-brand answers around the clock without any manual effort.

Once live, your bot:

* Reads each incoming WhatsApp message and generates a contextually accurate reply from your knowledge base
* Waits a configurable delay before sending (to feel human, not robotic)
* Detects human-handoff keywords and notifies your team the moment a customer asks to speak with someone
* Follows your custom escalation instructions for edge cases that go beyond the knowledge base

## Dashboard overview

The AI Chatbots dashboard (`/ai-bots`) lists every bot in your workspace as cards. The default bot always appears first with a **Default** star badge.

| Action             | How                                                                               |
| ------------------ | --------------------------------------------------------------------------------- |
| **Create a bot**   | Click **Create New Bot** in the top-right corner                                  |
| **Search**         | Type in the search bar to filter bots by name                                     |
| **Sort**           | Use the sort dropdown to switch between **Newest** and **Oldest**                 |
| **Edit**           | Click **Edit** on a bot card to open the full configuration form                  |
| **Set as default** | Click **Set Default** on any non-default bot card                                 |
| **Duplicate**      | Open the ⋮ menu → **Duplicate** — clones all settings as a new bot named `(Copy)` |
| **Delete**         | Open the ⋮ menu → **Delete** — requires confirmation                              |

<Info>
  Only one bot can be **default** at a time. The default bot is the one WhatsAble uses when no specific bot is assigned to an incoming conversation.
</Info>

## Plan requirements

<Warning>
  AI Chatbots require a **Pro** or **Agency** subscription. Workspace owners on the Bulk Message plan will see an upgrade notice in place of the bot dashboard. Visit your [Pricing Plans](/pricing-plans) page to upgrade.
</Warning>

| Plan         | AI Chatbot access                      |
| ------------ | -------------------------------------- |
| Bulk Message | ✗ Not included                         |
| Pro          | ✓ Full access                          |
| Agency       | ✓ Full access + multiple phone numbers |

## How a bot processes a message

<Steps>
  <Step title="Message arrives">
    A customer sends a WhatsApp message to your connected number.
  </Step>

  <Step title="Delay window">
    The bot waits for the configured **Response Delay** (5–60 seconds). If the customer sends more messages in that window, they are batched and answered together.
  </Step>

  <Step title="AI generates a reply">
    The bot constructs a response using your **Business Mission**, **Knowledge Base**, **Custom Instructions**, and selected **Tone**.
  </Step>

  <Step title="Handoff check">
    If any **Trigger Keyword** is detected, or the **Custom Handoff Scenarios** condition is met, the bot stops replying and (optionally) sends you a notification.
  </Step>

  <Step title="Reply sent">
    The response is delivered to the customer over WhatsApp.
  </Step>
</Steps>

***

## Bot assignment in Notifyer Chat

Once you have bots configured, you control which bot handles each conversation from the [Notifyer Chat](https://chat.notifyer-systems.com/) interface. Assignment can be automatic (via the default bot) or manually overridden per conversation.

### Auto-assignment — the default bot

When a new inbound WhatsApp message starts a conversation and no specific bot has been manually assigned to that contact, the system automatically uses the bot marked as **Default** in your AI Chatbots dashboard.

<Info>
  Only one bot can be the default at a time. To change which bot handles new conversations automatically, go to the [AI Chatbots dashboard](/guides/notifyer-system/ai-chatbot/overview) and click **Set Default** on the bot you want.
</Info>

### Manual assignment per conversation

Every conversation in Notifyer Chat has a right-side contact panel. Inside that panel, under the **AI Assistant** section, is a **Bot Assign** dropdown.

<Steps>
  <Step title="Open the contact panel">
    In [Notifyer Chat](https://chat.notifyer-systems.com/), select any conversation. The contact details panel opens on the right.
  </Step>

  <Step title="Find the Bot Assign dropdown">
    Scroll to the **AI Assistant** section. Below the AI / Human Agent toggle you will see a **Bot Assign** selector showing either the currently assigned bot name or **Select Bot**.
  </Step>

  <Step title="Pick a bot">
    Click the dropdown and choose any bot from your workspace. The assignment updates immediately — the selected bot takes over responses for that conversation from the next incoming message.

    A checkmark appears next to the currently assigned bot so you always know which one is active.
  </Step>

  <Step title="Unassign if needed">
    If a bot is already assigned, the dropdown shows an **Unassign Bot** option at the top. Selecting it removes the bot assignment from that contact entirely and falls back to the default bot for any future messages.
  </Step>
</Steps>

### AI Assistant / Human Agent toggle

Alongside bot assignment, each conversation has a **Human Agent ↔ AI Assistant** toggle.

| Position              | Behaviour                                                                                                                          |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| **AI Assistant** (on) | The assigned bot handles replies automatically; messages are also synced with connected automation tools (Zapier, Make, n8n, etc.) |
| **Human Agent** (off) | The bot stops replying; a team member takes over manually; automation sync is paused                                               |

<Tip>
  When a customer triggers a **handoff keyword** or the bot's **Custom Handoff Scenarios** are met, flip this toggle to **Human Agent** to mute the bot and take control of the conversation yourself.
</Tip>

### Assignment priority summary

| Scenario                                   | Bot used               |
| ------------------------------------------ | ---------------------- |
| New conversation, no manual assignment     | Default bot            |
| Manual assignment set in the contact panel | Manually assigned bot  |
| Bot unassigned in the contact panel        | Default bot (fallback) |
| Toggle switched to Human Agent             | No bot — human only    |

***

## Next steps

<CardGroup cols={2}>
  <Card title="Bot Configuration" icon="sliders" href="/guides/notifyer-system/ai-chatbot/configuration">
    A field-by-field breakdown of every setting in the bot configuration form — identity, knowledge base, tone, delay, and handoff.
  </Card>

  <Card title="Embedding Process" icon="plug" href="/guides/notifyer-system/embedding-process">
    Connect a WhatsApp number to your workspace before deploying a bot.
  </Card>
</CardGroup>