Setting up the AI chatbot on your website and WhatsApp

Steevanz handles the setup. What depends on you is mainly gathering your business information and, for WhatsApp, granting some access and approvals.

Setup steps

1. 1

   Gathering information

   We receive your menu, services, prices, opening hours and policies, as documents, photos or links to your website.

2. 2

   Building the knowledge base

   We organise that information in a format the chatbot can consult and define the tone of voice and off-limits topics.

3. 3

   Hand-over rules

   We define when the chatbot sends the booking link, when it passes the conversation to a person and to which contact.

4. 4

   Internal testing

   We ask dozens of real and tricky questions and correct the answers before any customer talks to the chatbot.

5. 5

   Website installation

   We paste the widget snippet into your website or send it to you to pass on to whoever manages it.

6. 6

   WhatsApp connection

   We connect your number to the WhatsApp Business Platform and guide you through business verification.

7. 7

   Reviewing early conversations

   In the first few weeks we review the history with you and adjust the knowledge base.

Website widget

The widget is a small script placed just before the closing body tag on every page. It works with most website builders and content management systems.

<script
  src="https://chat.steevanz.com/widget.js"
  data-business="your-business"
  data-lang="auto"
  defer
></script>

Connecting WhatsApp

For the chatbot to reply on WhatsApp, your number must be connected to the WhatsApp Business Platform, Meta's solution for businesses using integrations. This is different from the standard WhatsApp Business app.

• You need a Meta business account and must complete business verification, with documents such as your company registration certificate or a utility bill in the business's name.
• The number can be new or your existing one. If you already use it in a WhatsApp app, we will work out with you the best way to migrate it or keep it running alongside.
• The display name shown to customers is subject to approval by Meta.

Next

See configuration to set the chatbot's tone, hand-overs and safety rules.