Onboarding
Depending on the bot you want, onboarding usually takes only a few steps.
- Go through the Know Your Customer (KYC) process. For more information, see the Completing the Know Your Customer (KYC) page.
- Required Channel Activation (Currently supports chatbot using WhatsApp). For more information, see the WhatsApp Activation page.
- Template Registration if you want to initiate a conversation through the bot.
- 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:
- 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.
- API and integrations - If integration is required, the support team will conduct a feasibility study to ensure the solution delivers as intended.
- 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:
- 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.
- 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.
- 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.
- 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.
- 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.

Updated about 1 month ago