Start here
Create your first AI agent
Use Build My Agent or BodhX VIBE to define the job, tone, knowledge, channel, and lead capture rules.
OpenConnect WhatsApp
Use Cloud API for production or QR mode for quick testing. Attach an agent before enabling auto-reply.
OpenSend broadcasts safely
BodhX sends approved templates only. Meta bills your WABA directly; BodhX does not add per-message margin.
OpenAgent Builder
Create an AI agent
An agent is a trained business worker. It has instructions, knowledge, tools, channels, and CRM rules.
- 1
Open Dashboard -> Agents -> Create Agent or use the public Build flow.
- 2
Describe the business, target customer, services, pricing, policies, and the job the agent should perform.
- 3
Choose the first channel: WhatsApp, Website, Instagram, Voice, or keep it draft-only.
- 4
Review the generated instructions in Build My Agent, then test with realistic customer messages.
- 5
Save the first message only when you want the agent to greet new contacts automatically.
Important notes
- Keep instructions business-specific. Avoid generic chatbot rules.
- If the agent should not answer a topic, write that clearly as a guardrail.
BodhX VIBE
Use BodhX VIBE as your setup copilot
BodhX VIBE audits instructions, finds knowledge gaps, opens tools, and suggests safer agent behavior.
- 1
Open any agent and select Build My Agent.
- 2
Ask VIBE to audit the prompt, improve tone, add policies, or find missing knowledge.
- 3
Use the quick actions for Manage WhatsApp, Open Tools, Open Settings, and Open Knowledge Base.
- 4
Review every proposed change before saving. VIBE helps you edit; it should not replace owner approval.
Knowledge Base
Train the agent with business knowledge
Knowledge Base is where the agent learns website pages, PDFs, FAQs, policies, pricing, and operating SOPs.
- 1
Open Agent -> Knowledge Base.
- 2
Add a website URL, upload PDFs/documents, or paste manual notes.
- 3
Use clear headings: Pricing, Address, Refund Policy, Booking Rules, Warranty, Delivery, FAQs.
- 4
After upload, test the same questions customers usually ask.
- 5
If the agent guesses, add the missing answer to Knowledge Base instead of only editing the prompt.
Important notes
- Best results come from short, factual, updated documents. Remove duplicate or old pricing.
Channels
Connect WhatsApp
BodhX supports Meta Cloud API for production and QR pairing for testing. Cloud API is the recommended compliant path.
- 1
Open Dashboard -> Channels -> WhatsApp.
- 2
Choose Cloud API for production or QR pairing for temporary testing.
- 3
For Cloud API, add the phone number ID, token, and webhook verification details from Meta.
- 4
Attach the WhatsApp channel to the correct AI agent.
- 5
Enable auto-reply only after testing the agent in Chats or Build My Agent.
Broadcasts
Broadcast with approved WhatsApp templates
Broadcasts use Meta-approved templates. BodhX does not charge per message; Meta bills the WABA owner directly.
- 1
Open WhatsApp Manager and select the WABA that owns your number.
- 2
Create a template: choose Marketing, Utility, or Authentication; add language, body, variables, optional header/footer/buttons.
- 3
Submit the template and wait for Meta approval. Rejected templates can be edited and resubmitted.
- 4
In BodhX, open the WhatsApp channel or broadcast page. Approved templates sync automatically when the page loads.
- 5
Choose audience, pick template, preview variables, then send. The result panel shows delivered, skipped, failed, and exact Meta reasons.
POST /{PHONE_NUMBER_ID}/messages
{
"messaging_product": "whatsapp",
"to": "919999999999",
"type": "template",
"template": {
"name": "weekly_offer",
"language": { "code": "en" },
"components": [
{
"type": "body",
"parameters": [
{ "type": "text", "text": "Aarav" },
{ "type": "text", "text": "20% off" }
]
}
]
}
}Important notes
- A normal text message can be sent only inside the 24-hour customer service window. Outside that window, use an approved template.
- Marketing messages require opt-in. Keep proof of consent and honor opt-outs.
Meta Billing
Set up Meta payment for WhatsApp charges
Meta charges your WABA for WhatsApp conversations. BodhX charges only the SaaS plan and AI reply credits.
- 1
Open WhatsApp Manager and choose the correct WABA.
- 2
Go to Payment Settings or Meta Business billing for that business portfolio.
- 3
Add a supported card or business payment method. Availability depends on country and Meta account setup.
- 4
Confirm billing is active before sending a real broadcast.
- 5
If every broadcast fails with payment/billing errors, fix Meta billing first, then retry from BodhX.
Customer Hub
Manage leads and customers
Customer Hub is the CRM layer for saved leads, converted customers, notes, fields, timeline, and AI policy.
- 1
Open Agent -> Customer Hub.
- 2
Use Leads for new inquiries and Customers for active or converted relationships.
- 3
Edit the schema separately for leads and customers so each table has the fields your business needs.
- 4
Set AI policy per field: use for AI, share with customer, allow customer-requested updates, or protect internal notes.
- 5
The agent checks matching phone numbers before replying and uses only allowed customer context.
Lead Assign
Assign leads to salespeople
Lead Assign routes qualified inquiries to the right salesperson and lets salespeople update status through WhatsApp.
- 1
Open Agent -> Lead Assign.
- 2
Add salespeople with name, phone, email, and status.
- 3
Create assignment rules or use round-robin fallback.
- 4
When a lead is captured, BodhX assigns it and can notify the salesperson on WhatsApp.
- 5
Salespeople can message the same agent number to view assigned leads, update status, and check follow-ups.
Role-Based Access
Give WhatsApp access by phone number
Agent Users define what each verified number can ask the AI to view, update, or manage.
- 1
Open Agent -> Agent Users.
- 2
Add the user name and WhatsApp phone number.
- 3
Select access modules such as Customer Hub read/write, Lead Assign, Reports, Knowledge Base, Tools, Build My Agent, or Settings.
- 4
The first WhatsApp response is generated from enabled access. No raw JSON is shown to the user.
- 5
Plan limits apply: 5, 20, custom override, or Enterprise unlimited.
Tools
Connect external tools
Tools let an agent read or write outside BodhX: Google Calendar, Google Sheets, Google Docs, Shopify, webhooks, and custom HTTP actions.
- 1
Open Agent -> Tools.
- 2
Connect the provider and grant only the required permissions.
- 3
Describe when the agent must call the tool. Example: check Google Calendar before confirming a booking.
- 4
Test with a real customer-style message and verify the tool call appears in the response flow.
- 5
For custom HTTP tools, configure URL, method, headers, and body template.
Inbox
Use Chats as the live command center
Chats shows every customer conversation, AI reply, human reply, send failure, and channel status context.
- 1
Open Agent -> Chats.
- 2
Use the left list to find contacts, unread chats, or failed sends.
- 3
Pause AI when a human should take over.
- 4
Send manual replies from the conversation panel.
- 5
If a WhatsApp send fails, reload the chat to see Meta's real error details inline.
Reports
Track analytics, credits, and health
BodhX tracks conversations, leads, assignment health, AI reply credits, channel errors, and agent improvement signals.
- 1
Use Dashboard for workspace-level totals.
- 2
Use Agent -> Analytics for per-agent conversation and lead performance.
- 3
Use Settings -> Billing for credits, usage, top-ups, and plan state.
- 4
Use BodhX AI Owner Brain to ask natural-language questions about leads, reports, pending follow-ups, and agent performance.
Troubleshooting
Fix common setup issues
Most problems come from missing channel credentials, unapproved templates, no Meta payment method, old tokens, or missing knowledge.
- 1
If WhatsApp does not reply, check Channels -> WhatsApp and confirm the channel is Connected and attached to an agent.
- 2
If broadcast fails, confirm template status is APPROVED in WhatsApp Manager and synced in BodhX.
- 3
If all recipients fail, check token expiry, Meta billing, template mismatch, and audience opt-in.
- 4
If the AI gives weak answers, add Knowledge Base content before changing every instruction.
- 5
If team users cannot access reports, open Agent Users and verify their phone number and enabled access modules.
AI Generated Guides
Knowledge updates from DocsBot
Marketplace & Agency Mode Guide
PlatformMarketplace & Agency Mode
Agent Marketplace
Browse pre-built templates at /marketplace:
- Agent Templates: Pre-configured agents for specific industries.
- Tool Plugins: Advanced integrations (e.g., Shopify Advanced, HubSpot Pro).
- Workflow Blueprints: Multi-step automation logic ready to import.
Installing from Marketplace
- Browse or search for a template.
- Click Install → it creates a new agent with the template's configuration.
- Customize the instructions, knowledge, and tools for your business.
Agency Mode (White-Label)
If you're an agency managing multiple clients:
Setting Up
- Go to Dashboard → Agency.
- Create sub-accounts for each client.
- Each sub-account gets their own independent workspace.
Custom Branding
- Upload your agency logo.
- Set custom primary colors.
- Rename the platform (e.g., "YourBrand AI" instead of "BodhX AI").
Custom Domain
- Map your own domain (e.g., ai.youragency.com).
- Configure DNS CNAME record to point to BodhX.
- SSL is provisioned automatically.
Impersonation
- Click Impersonate on any sub-account to see their dashboard.
- Manage agents, contacts, and settings on their behalf.
Tools & Integrations Complete Guide
IntegrationsTools & Integrations
Overview
BodhX agents can connect to external services to perform real actions during conversations.
Available Integrations
Shopify
- Product search, stock check, order tracking.
- Auto-triggered when customer asks about products.
- Setup: Agent → Tools → Connect Shopify.
Google Sheets
- Write leads directly to a Google Sheet.
- Setup: Agent → Tools → Connect Google Sheets.
Google Calendar
- Book appointments, check availability.
- Auto-triggered when customer requests a meeting.
HubSpot CRM
- Sync leads and contacts bidirectionally.
- Every new lead in BodhX → auto-pushed to HubSpot.
Razorpay
- Generate payment links in-chat.
- Track payment status and send reminders.
Custom Webhooks
- Send data to any external system via HTTP POST.
- Configure headers, payload templates, and retry logic.
Building Custom Tools
- Go to Agent → Tools → Create Custom Tool.
- Define the tool name, description, and API endpoint.
- Set input parameters (the AI will fill these from conversation context).
- Test the tool in the playground before going live.
Tool Call Verification
Use the Eval Harness to verify that tools are called correctly:
- Define test cases with expected tool calls.
- Run automated tests after every prompt change.
Analytics, Benchmarks & Reporting Guide
AnalyticsAnalytics & Industry Benchmarks
Dashboard Overview
Go to Dashboard → Analytics to see your performance metrics compared against industry averages.
Your KPIs (Last 30 Days)
- Lead Conversion Rate: Percentage of leads that became customers.
- Total Leads: Number of new leads captured.
- Msgs / Conversation: Average messages exchanged per conversation.
- Voice Calls: Total AI-handled phone calls.
Industry Benchmarks
BodhX aggregates anonymized data across all agents on the platform to compute industry-specific benchmarks:
- Response time, conversion rates, CSAT scores, and resolution times.
- Updated weekly.
AI Playbooks
StrategyBot generates strategy playbooks based on your industry and performance:
- Actionable steps to improve your weakest KPIs.
- Best practices from top-performing agents in your industry.
Daily Brief (Operator)
Every morning, BodhX Operator sends a daily email brief with:
- Yesterday's completed tasks.
- Today's priorities.
- Business KPIs (leads, calls, messages).
- Open recommendations and blockers.
Exporting Data
Use the Customer Hub to export all contact and lead data as CSV for external analysis.
Lead Assignment & Sales Handoff Guide
SalesLead Assignment & Sales Handoff
How It Works
When a lead is qualified by the AI agent, the Assignment Engine routes it to the right salesperson based on rules you define.
Setting Up Assignment Rules
- Go to Agent Dashboard → Settings → Assignment Rules.
- Create rules based on:
- Interest level: Hot leads → senior sales, warm → junior.
- Language: Hindi speakers → Hindi-speaking rep.
- Geography: Mumbai leads → Mumbai office.
- Product interest: Specific product → product specialist.
Round-Robin vs Priority
- Round-robin: Distributes leads evenly across the team.
- Priority: Routes to the best available rep based on capacity and skill.
Sales Copilot
Once assigned, the salesperson gets:
- A summary of the conversation so far.
- The lead's profile from Customer Hub.
- Suggested next steps from the AI.
Closing the Deal
- Salesperson can update lead status directly from WhatsApp.
- When status = "won" → Customer Success Agent auto-starts onboarding.
- All activities logged in the audit trail.
Broadcast & Campaign Automation Guide
CampaignsBroadcast & Campaign Automation
Overview
Send targeted WhatsApp broadcasts to your contacts with BodhX's Campaign system.
Creating a Campaign
- Go to Dashboard → Campaigns → New Campaign.
- Set the campaign name, goal, and target audience.
- Write a message template (supports {{name}}, {{company}} variables).
- Save as draft → review → schedule or send immediately.
Template Approval (Meta API)
- If using the official Meta API, templates must be approved first.
- Go to Channels → WhatsApp Templates to submit for review.
- Approval typically takes 24-48 hours.
Audience Segmentation
- Use Customer Hub tags to build segments.
- Filter by: lead status, last activity, source, location.
- Never blast your entire list — always segment.
Daily Sending Limits
- Hard cap: 200 first-touch messages per day per WhatsApp number.
- BodhX auto-pauses if Meta quality score drops.
- Respect opt-out requests immediately.
Tracking Results
- View delivery, read, and reply rates in the campaign dashboard.
- Failed deliveries are automatically retried once.
- Replies are routed to the agent for real-time follow-up.
Getting Started with BodhX AI — Complete Guide
Getting StartedGetting Started with BodhX AI
What is BodhX AI?
BodhX AI is an all-in-one WhatsApp-first Revenue OS that finds leads, talks to them, qualifies them, routes them to your sales team, and converts them — all automatically.
Step 1: Create Your Account
- Go to bodhx.ai/build and sign up.
- No credit card required — you get a 7-day full trial.
- Complete the onboarding wizard: tell us your industry, product, and challenge.
Step 2: Create Your First Agent
- Go to Dashboard → Agents → Create New Agent.
- Choose a template or start from scratch.
- Name your agent (e.g., "Riya" or "BodhX Support").
- Write or auto-generate instructions using VIBE mode.
Step 3: Connect WhatsApp
- Go to Channels → WhatsApp.
- Choose QR Bridge (instant) or Meta Business API (official).
- Scan the QR code or connect your Meta Business account.
- Your agent is now live on WhatsApp!
Step 4: Train Your Agent
- Go to Knowledge Base.
- Add your website URL — BodhX will crawl and learn from it.
- Upload PDFs, docs, or CSVs for product/service details.
- The agent now answers based on YOUR knowledge.
Step 5: Set Up Lead Capture
- Go to Settings → Lead Destination.
- Choose: Customer Hub (built-in CRM) or Webhook (external).
- Configure auto-qualification rules.
Step 6: Go Live!
Test in the Playground first, then start sharing your WhatsApp number.
BodhX Voice: Setting Up AI Phone Agents
VoiceVoice AI (Vapi Integration)
BodhX Voice allows your agents to take and make phone calls with human-like latency and emotion.
1. Configuration
- Provider: Connect your Vapi account.
- Voice Selection: Choose from premium providers like ElevenLabs or Play.ht.
- Greeting: Set the first thing the agent says when the call is picked up.
2. Advanced Settings
- Interruption Handling: Allow users to talk over the agent for a natural flow.
- Temperature: Control how creative or factual the agent's speech is.
- STT/TTS: High-performance Speech-to-Text for instant understanding.
3. Call Analytics
Every call is transcribed and summarized in real-time, with key action items auto-synced to the Customer Hub.
Customer Hub: Autonomous CRM for Revenue OS
CRMThe Customer Hub
BodhX Customer Hub is not just a CRM—it's an autonomous data layer that organizes every interaction into actionable intelligence.
1. Automatic Record Creation
Whenever a new person contacts your agent, BodhX automatically creates a Contact and Person record. If the intent is commercial, it's marked as a Lead.
2. Data Enrichment
- Visual Integration: If a user sends a photo of a product, BodhX can identify it and link it to your catalog.
- Sentiment Tracking: Automatically monitor if a customer is frustrated or happy.
- Cross-Channel Sync: Link WhatsApp, Instagram, and Voice interactions to a single unified profile.
3. Lead Assignment
Set up rules to auto-assign leads to your sales team based on interest level, language, or geography.
Eval Harness: Building Reliable & Accurate Agents
TestingEvaluation & Regression Testing
The Eval Harness ensures your agent doesn't "hallucinate" or lose accuracy as you update prompts or add knowledge.
1. Why use Evals?
- Regression Testing: Ensure new prompt changes don't break old functionality.
- Accuracy Benchmarking: Measure how well the agent identifies intents.
- Tool Call Verification: Verify that the correct tools are triggered with the right parameters.
2. Creating Test Suites
- Group test cases by feature (e.g., "Sales Intent", "Customer Support").
- Define the Input Query and the Expected Outcome (Text match or Tool Call).
- Run the suite and review the Pass/Fail report.
3. Interpreting Results
A fail doesn't always mean a bug; it might mean the agent found a "better" way to answer. Review the logs to decide if you need to update the test case or the agent's instructions.
Mastering Workflow Studio: Low-Code Multi-Step Logic
WorkflowsMastering Workflow Studio
Workflow Studio is the low-code engine behind BodhX AI that allows you to build complex, multi-step automation logic. Instead of a linear chat, your agents can now follow sophisticated decision trees.
1. Core Node Types
- Trigger: The entry point (e.g., Inbound Message, Webhook).
- AI Reply: Generate a response based on a specific prompt and context.
- Tool Call: Execute external functions like Shopify search or HubSpot sync.
- Condition: Logic gates to route the flow based on user intent or tool output.
2. Building Your First Flow
- Open the Workflow Studio from your Agent Dashboard.
- Drag a Trigger node onto the canvas.
- Connect it to an AI Reply node to handle the greeting.
- Add a Tool Call if the user asks for data.
- End the flow with a Message or Transfer node.
3. Best Practices
- Keep it modular: Split large flows into sub-flows.
- Error Handling: Always add a fallback path if a tool call fails.
- Testing: Use the 'Test Run' button to simulate user input before going live.
Sources
Official Meta resources
WhatsApp Manager
Open your WhatsApp Business Account, phone numbers, templates, and payment settings.
Create message templates
Meta Business Help page for creating WhatsApp message templates.
Template guidelines
Rules for names, variables, media, buttons, review quality, and acceptable content.
Template categories
Marketing, Utility, and Authentication category rules.
Send template messages
Cloud API payload shape for sending approved templates.
Template Management API
API reference for creating and managing templates programmatically.
WhatsApp pricing
Current Meta pricing model and rate card links.
Get opt-in
Meta requirements for recipient permission before business-initiated messages.
Messaging limits
How business messaging limits work and how account quality affects scale.
Cloud API webhooks
Webhook setup for inbound messages, delivery status, and verification.
Engineer reference
Architecture notes
Runtime model
agent-runtime.ts is the single source of truth for AI replies. WhatsApp Cloud, Baileys, web chat, and inbox testing should all call the same runtime path.
BYOA billing
BodhX is subscription-only plus AI reply credits. WhatsApp conversation charges are paid directly by the WABA owner to Meta.
Channel safety
If no agent is attached to a WhatsApp channel, inbound messages are saved but no AI reply is sent. Channel errors are written to last_error.
Ready to build your first production agent?
Start with Build My Agent, add your real business knowledge, then connect WhatsApp only after testing.