> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I create, train, and publish an AI Chatbot on WhatsApp using MyOperator?

## ⚡ Quick answer

1. Create bot →
2. Upload knowledge base →
3. Design flows & functions (optional API calls) →
4. Assign WhatsApp number & test →
5. Publish.

No coding is needed; limits = 5 bots, 5 files × 100 MB, 5,000 total flow-chars.

## When should I use this guide?

Use it to launch an FAQ/lead/ordering bot that auto-replies on WhatsApp and hands over to agents when needed.

---

## 1. Prerequisites

| Requirement | Notes |
| ---- |
| WhatsApp number | One bot per number (multiple numbers per bot) |
| Opt-in + approved templates | Needed for outbound messages & nudges |
| File formats | max 5 × 100 MB (pdf, doc, txt, xls) |
| Permissions | Bot → Create, Number → Manage |

---

## Watch the video walkthrough

This is ${youtube}[Video walkthrough](HZ1TnJGJiHY)

*Alt text: video demo*

---

## 2. Role vs. capability chart

| Role | Create bot | Edit flows | Publish | View analytics |
| ---- |
| Admin | ✅ | ✅ | ✅ | ✅ |
| Manager | — | ✅ (non-settings) | — | ✅ |
| Agent | — | — | — | View live chats |

---

## 3. Step-by-step bot build (Web)

1. Create bot

* SideMenu → Bot → Create → Name ≤ 100 chars → Save.

![](https://content.api.getguru.com/files/view/694173ba-f043-4258-9733-127c4e494c4b)
![](https://content.api.getguru.com/files/view/030bd6a6-2dba-438f-b292-9288caa9957b)

*Alt text: Create AI bot*

2. Upload knowledge

* Click + → drop up to 5 files → status Training → Ready.

![](https://content.api.getguru.com/files/view/9da0ce2f-bee9-4278-9e9c-6809939017ba)

*Alt text: Upload knowledge base*

3. Design flows

* Default FAQ Flow auto-generated.
* Add new flow (name ≤ 30 chars, instructions 100-5000 chars).

![](https://content.api.getguru.com/files/view/f7be4a84-6102-42fb-bbba-640467d5ab69)

*Alt text: You can enable/disable, edit, or delete flows as needed.*

4. Add functions (optional)

* Define function name, description, variables, and API details.
* Max 50 variables / 5 functions per bot.

5. Settings

* Assign WhatsApp number(s).
* Toggle Human handover & set Nudges (5 & 15 min default).

---

## 4. Test & publish

1. Test Bot tab → enter your own number → Send Test → scan QR & chat (30 min window).
2. Fix any issues, then click Publish Bot → Confirm.
3. Republish anytime after edits.

---

## 5. KPI checklist

| Metric | Target | Where |
| ---- |
| Containment | ≥ 60 % | Reports → Bot Analytics |
| First reply | ≤ 3 s | Same |
| Handover rate | ≤ 40 % (support) | Same |
| Re-engage (Nudge) | ≥ 10 % | Same |

---

## 6. Edge cases & limits

* Training stuck → upload smaller / text-based files.
* Off-topic answers → tighten System instructions or prune conflicting docs.
* Timeouts → ensure external API ≤ 10 s.
* 5 files / 100 MB / 5k chars global flow limit.

---

## 7. Troubleshooting & escalation

| Issue | Quick fix |
| ---- |
| Bot not training | Re-upload smaller file; check format |
| Function fails | Verify API URL, headers, and auth; increase timeout |
| Variables not captured | Improve variable descriptions (no numbers/symbols) |
| Nudges not sent | Template pending or outside 24 h window |

Keywords: AI chatbot, WhatsApp bot, upload knowledge base, conversation flow, MyOperator