Help Center

    How can we help?

    Guides, templates, and docs to get the most out of BobWork.

    13 articles

    Getting Started

    Quick Start Guide

    Get Bob live in under 10 minutes — connect WhatsApp, set up your knowledge base, and go live.

    5 min read
    AI Setup

    Connecting Your WhatsApp

    Step-by-step guide to connecting your WhatsApp number using ChatDaddy or WhatsApp Business API.

    3 min read
    Knowledge Base

    Building Your Knowledge Base

    Upload your website, documents, and FAQs so Bob knows everything about your business.

    4 min read
    Knowledge Base

    How to Write Good KB Content

    The quality of Bob's answers depends on what you put in. Dos, don'ts, and real before/after examples.

    6 min read
    Troubleshooting

    What to Do When Bob Gives Wrong Answers

    Diagnose and fix wrong answers fast — quick diagnosis table and step-by-step fix guide.

    5 min read
    Agent Settings

    Customizing Your AI Agent

    Set tone, language, response length, fallback behavior, and handoff rules for your agent.

    4 min read
    Agent Settings

    Human Handoff Best Practices

    When and how to hand conversations to your team. Configure handoff, use Copilot Mode, write effective messages.

    4 min read
    Industry Guides

    Setting Up for Your Industry

    Tailored setup guides for Retail, F&B, Clinic, Real Estate, Education, and Professional Services.

    5 min read
    Automation

    How to Set Up Auto Follow-Up

    Send automatic follow-up messages to leads who haven't replied. Multi-step sequences and intent-based rules.

    5 min read
    Appointments

    How to Set Up Appointment Booking

    Let Bob detect booking intent and collect appointment details. Manage everything from your dashboard.

    3 min read
    Agent Settings

    Tags & Reply Modes

    Decide which conversations Bob is allowed to answer — the four reply modes, included and excluded tags, and the "stop ai" off switch.

    5 min read
    Agent Settings

    Learn My Style

    Teach Bob to write like your team by extracting a style profile from real WhatsApp conversations, then test it before it goes live.

    5 min read
    Billing

    Billing & Usage

    What the setup fee and monthly retainer cover, what is included each month, and what happens when you go past the allowance.

    3 min read

    Still need help?

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