Onboarding

Depending on the bot you want, onboarding usually takes only a few steps.

  1. Go through the Know Your Customer (KYC) process. For more information, see the Completing the Know Your Customer (KYC) page.
  2. Required Channel Activation (Currently supports chatbot using WhatsApp). For more information, see the WhatsApp Activation page.
  3. Template Registration if you want to initiate a conversation through the bot.
  4. Linking the WABA ID page for WhatsApp Approved Number. For more information, see the WhatsApp Registration page.

More complex bots that require decision-making logic and integrations will need to take some additional steps:

  1. Use case definition and flow design - Customers are responsible for providing the first iteration of their use case and desired flow. Our team of conversation design experts will then review it and begin a consulting process to improve the flow. Depending on the complexity of your use case, this process may require multiple passes.
  2. API and integrations - If integration is required, the support team will conduct a feasibility study to ensure the solution delivers as intended.
  3. Bot implementation - After deciding on the flow and integration, the Kaleyra support team builds the bot and makes it available in the client's account on the channels/numbers of their choice.

Lifecycle of a Chatbot

The lifecycle of a Chatbot comprises of following statuses:

  1. Create a chatbot - The lifecycle of a chatbot starts with creating a chatbot. You can create an autoresponder, an infobot, and a databot from the Kaleyra.io application.
  2. Finish and save a chatbot - You have the option to finish and save the drafted chatbot after entering the required details. A finished and saved chatbot is a drafted version.
  3. Publish a chatbot - You can create and publish a chatbot or also you have the option to publish a finished and saved chatbot. A published chatbot is ready to be used, but still, if an end user sends a message to the associated number, a chatbot will not reply to it.
  4. Activate a chatbot - You can activate the published chatbot and go live or also you have the option to activate a deactivated chatbot. The chatbot is live and ready to answer the end user's questions.
  5. Deactivate a chatbot - You can deactivate an active chatbot in case you do not want to use the chatbot, the purpose of the chatbot is fulfilled, and so on. A deactivated chatbot is similar to a published chatbot but with changes in the chatbot's version number. Before activating a chatbot, the version increments in decimal numbers, and after activation, its increments in numbers.