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 stages:

  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 provided that you meet all the criteria of Onboarding.
  2. Save as Draft - You can save the drafted chatbot which is in-progress or finished stage. The in-progress chatbot can be saved as a draft after entering the details in the following statuses of the chatbot:
    1. Autoresponder - Set up Autoresponder and Setup Sender Number.
    2. Infobot - Set up Infobot, Set up your intent, and Setup Sender Number.
    3. Databot - Set up Databot, Setup intent, Set Up Follow-Up Questions, and Setup Sender Number & Callback.
  3. Publish a Chatbot - Once you publish the chatbot, the chatbot is live and end user sending the messages to the connected (WhatsApp Sender) number will get responses.
  4. Unpublish a Chatbot - You can unpublish the live chatbot (published chatbot). If you unpublish a chatbot then the chatbot will not reply to the end user's messages. The unpublished chatbot is in the draft status and if you publish them you need to select the WhatsApp Sender Number again.
  5. Delete Chatbot - The lifecycle of a chatbot ends with deleting a chatbot. You can delete a chatbot with a draft status. If you want to delete any live chatbot (published), you need to unpublish it first, and then only you can delete it.

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Note:

You have the following additional stages (specific to chatbot creator) to avoid any unnecessary edits to your drafted or published chatbot:

  • Lock a Chatbot - You can lock the chatbot at any stage. Once you lock the Chatbot, neither you can edit the chatbot nor you can make any changes. If you have locked a live (published) chatbot, it will not impact the end user's responses. The chatbot keeps answering as usual.
  • Unlock a Chatbot - Unlock option is only available in the case of a locked chatbot. Once the chatbot is unlocked the chatbot is resumed to the previous stage and you can utilize all the features.