Help CenterQuick Start
    Getting Started5 min read

    Quick Start Guide

    Get Bob live and replying to customers in under 10 minutes. Follow these 5 steps in order.

    011 min
    023–5 min
    032 min
    042 min
    051 min
    01

    Create Your Account & Agent

    1 min

    Sign up at bobwork.ai and create your first agent. Give it a name that represents your business — e.g. "Acme Support Bot".

    1. Click Start Free Trial
    2. Sign up with Google or email
    3. Follow the onboarding to create your first agent
    02

    Build Your Knowledge Base

    3–5 min

    This is the most important step — Bob needs to know your business before it can help your customers.

    1. Go to My Knowledge in your agent sidebar
    2. Paste your website URL and click Crawl
    3. Optionally upload any documents (price lists, brochures, FAQs)
    4. Click Generate Knowledge Base and wait 1–3 minutes

    Full knowledge base guide →

    03

    Customize Your Agent

    2 min

    Set Bob's tone, language, and greeting so it matches your brand.

    1. Go to Settings in your agent sidebar
    2. Set your Tone (Friendly, Professional, Casual, etc.)
    3. Write a Greeting Message for new conversations
    4. Click Save

    Full settings guide →

    04

    Connect WhatsApp

    2 min

    Link your WhatsApp number so Bob can start chatting with customers.

    1. Go to WhatsApp in your agent sidebar
    2. Click Connect WhatsApp and scan the QR code
    3. Enable Auto Reply in Settings

    Full WhatsApp setup guide →

    05

    Test & Go Live

    1 min

    Send a test message to your connected WhatsApp number. Bob should reply within seconds.

    Things to test:

    • Ask about one of your products or services
    • Ask a pricing question
    • Ask something Bob wouldn't know (check the fallback message)
    • Try a greeting like 'Hi' or 'Hello'

    Happy with the responses? You're live. Share your WhatsApp number with customers and Bob handles the rest.

    You're live. 🎉

    Bob is now handling your customer conversations 24/7. Explore more features to get even more out of BobWork.