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Introduction

What BodhX is, who it's for, and how these guides are organized.

3 min read

What is BodhX

BodhX is an AI platform for customer conversations. You build an AI agent, connect a channel like WhatsApp or your website, and the agent answers questions, captures leads into a built-in CRM, and hands off to your team when a human is needed — all from one workspace.

How it fits together

  • Channels bring customers in — WhatsApp and your website today, Instagram coming soon.
  • Your AI agent answers using knowledge you give it, and can use tools like Google Sheets or Calendar mid-chat.
  • Every conversation lands in one inbox; leads flow into the CRM automatically.
  • Broadcasts, follow-ups, and your team round out the loop from first message to closed sale.

How these guides are organized

The sidebar follows the same shape as your workspace: Getting started, Channels, Build your agent, Conversations, CRM & leads, Campaigns & growth, and Team & billing. Start with the Quick start, then dip into any topic as you need it.

Introduction · BodhX · BodhX AI