BobWork AI

    Setup Checklist

    Complete these steps in order to get Bob live and replying to customers.

    1. Account & Agent

    • Sign up at bobwork.ai
    • Create your first agent and give it a name
    • Complete the onboarding wizard

    2. Knowledge Base

    • Go to My Knowledge in your agent sidebar
    • Paste your website URL and click Crawl
    • Upload any additional documents (price list, brochure, SOP)
    • Add manual Q&A pairs for anything not on your website
    • Click Generate Knowledge Base
    • Wait for generation to complete (1–5 min)
    • Review generated Q&A pairs and verify the correct ones

    3. Agent Settings

    • Set Tone (Friendly / Professional / Casual / Formal / Witty)
    • Write a Greeting Message
    • Set Response Length (Short recommended for most businesses)
    • Set Language
    • Add Words to Avoid (competitor names, internal terms)
    • Add Topics to Avoid (off-brand or out-of-scope topics)
    • Write a Fallback Message
    • Configure Handoff Email / Phone / URL
    • Click Save

    4. Connect WhatsApp

    • Go to WhatsApp in your agent sidebar
    • Click Connect WhatsApp
    • Scan QR code from your phone (Linked Devices → Link a Device)
    • Confirm green 'Connected' status
    • Enable Auto Reply in Settings

    5. Test Before Going Live

    • Send a test greeting message ('Hi')
    • Ask about your top product or service
    • Ask about pricing
    • Ask a question Bob shouldn't know (check fallback message)
    • Ask to speak to a human (check handoff)
    • Fix any wrong answers in My Knowledge

    6. Go Live

    • Share your WhatsApp number with customers
    • Monitor the Inbox for the first few days
    • Fix any new wrong answers as they appear
    • Re-generate KB whenever products or prices change

    bobwork.ai · help.bobchat.ai

    Need help? support@bobchat.ai