Documentation
Agentim docs
Build WhatsApp and website chatbots, add AI agents, and connect Agentim to your own systems. Short, practical guides for every part of the app.
Agentim (formerly Officely). New integrations use https://api.agentim.ai and the x-agentim-token header. Existing integrations on https://api.officely.ai with x-officely-token, ofl_live_ keys, the website widget script and your webhooks keep working exactly as they are.
Start here
Build
- Chat BuilderBuild predictable, step-by-step chatbots on a visual canvas: messages, options, questions, conditions and webhooks.
- Start a chatbotStart from a ready-made template, describe what you need, start from a blank canvas, or let Agentim build a bot from your website or files.
- Your chatbotsFind, open, rename, duplicate and turn off your chatbots, and put AI flows that no chatbot uses to work.
- Preview and testChat with your bot before customers do: in the browser as WhatsApp or web chat, on your own phone, or from any step.
- Find stepsJump to any step in a big chatbot by its name, its text or one of its answers.
- Chatbot settingsBrand the website chat, choose how it answers and its language, set up Talk to a person and the main menu, and edit the few messages that belong to no step.
- PublishWhat Draft, Live and Unpublished changes mean, how saving works, and what happens to customers when you publish.
- Share your chatbotSend a chat link, use the form link, or paste one snippet to put the chat on your website.
- VersionsEvery publish is saved as a version. See what changed, test an old version, restore it or put it live again.
- Check your chatbotBefore a chatbot goes live, Publish checks it for steps that aren't connected and settings that would break the chat, and tells you how to fix each one.
- AssistantDescribe what you want in plain words and the in-app Assistant builds or changes your chatbot for you, as a draft you review.
- Human modePause your WhatsApp chatbot for one customer while a person takes over, see every paused chat in Logs, and hand it back with Return to bot or #thanks.
- ExpressionsWrite small formulas to compute values and check conditions in Set variables, Switch and Filter.
Steps
- TextAsk an open question, wait for the customer's reply, and save it to use later in the chat.
- OptionsAsk a question with a numbered menu of answers and send each answer down its own path.
- Send FileSend an image, video, audio or document with a message, then wait for the customer's reply or choice.
- Get fileAsk the customer for a photo, document or video, and save a link to the file for your team or your systems.
- Get LocationAsk for the customer's address or shared location, and save it as a full address.
- Send LocationSend a map pin, such as your shop or a meeting point, and move straight on to the next step.
- DateAsk for a date (and time), accept only the dates you allow, and ask again when the answer doesn't fit.
- EmailAsk for an email address, accept only a valid-looking one, and save it for later steps.
- NumberAsk for a number, phone, ID, price, percent or code, check the answer, and route customers who keep getting it wrong.
- Send MessageSend text, files, link buttons, locations and contact cards in order, then continue without waiting for a reply.
- EndFinish a conversation with an optional closing message.
- ButtonsAsk a question with up to 3 tap-to-reply buttons, and send each answer down its own path.
- ListOffer up to 10 choices in a WhatsApp menu, grouped in sections, each with its own branch.
- TemplatesSend a WhatsApp message template Meta approved for your business, with its variables filled in.
- BrickGroup steps into a named folder on the canvas so big chatbots stay easy to read.
- Key WordsJump to a part of your chatbot whenever a customer sends a specific word, at any point in the chat.
- JumpContinue at another step of the same chatbot without drawing a long connection across the canvas.
- FilterSend the conversation down different paths depending on the customer's answers.
- Set variablesCompute values once, such as a clean name, a total or a date, and reuse them in later steps.
- SwitchSend the chat down different paths depending on one value, such as an order status or an answer.
- Talk to a personHand the chat to your team during business hours, notify them, and let the bot take over again later.
- NotificationThe original way to alert your team: text a phone number when a customer reaches this step. Still works on existing bots.
- AI Flow stepLet an AI flow answer the customer from this point in your chatbot, and build that flow without leaving the chatbot.
- Google SheetsAdd, find, update and read rows in a Google Sheet while the chat runs, for example to log leads or look up a customer.
- Google CalendarBook, change, cancel and look up appointments in Google Calendar from your chatbot.
- GmailSend an email from your own Gmail account when something happens in the chat, for example a new lead for your team.
- Start a flowStart a conversation without the customer writing first: from a website form, a new Google Sheets row, a calendar event or a schedule.
- HTTPCall any API mid-conversation: send the customer's answers, read data back into variables, and handle errors.
- MakeRun a Make scenario or send data to a Make webhook from your chatbot, and use the result in later steps.
AI Flows
- AI FlowsBuild a team of AI steps that answers your customers on its own, with your models, prompts and knowledge.
- LLM stepCall an AI model with your own instructions, and get back free text or named fields.
- Knowledge stepLet your AI flow answer from your website and files: add sources, tune the search and test it.
- Filter stepRoute an AI flow down different steps with if / else conditions on earlier results.
- Text stepSend a fixed reply, or build a block of text for later steps, without calling an AI model.
- Jump stepContinue an AI flow from another step, to reuse a step or retry part of the flow.
- Python stepRun your own Python code inside an AI flow to calculate, reshape or check data.
- AI flow settingsSet the first message an AI flow sends and style its website chat widget with CSS.
- Run, preview and publishTest one step or the whole AI flow, publish it safely, and put it in front of customers through a chatbot.
- OpenAI assistants and the Setup wizardConnect an assistant from your own OpenAI account, and edit AI flows made with the older step-by-step setup.
Connect
- ChannelsPut your bot on WhatsApp (the official API or your existing number by QR) and on your website.
- Continue with MetaConnect your WhatsApp Business API number to Agentim in a few clicks with Continue with Meta: no Meta app, token or webhook to set up, plus a fix for every error.
- Connect WhatsApp with your own Meta appConnect the WhatsApp Business API to Agentim with your own Meta app: a permanent token, the right IDs, the webhook and its verify token, step by step.
- Catch Hook & APIStart a WhatsApp conversation from your own system, such as an order update from your store, with one HTTP request.
- IntegrationsConnect Make, Google, Zapier and your own tools to Agentim: connected accounts, webhooks and the API.
- VariablesPersonalize messages with data from webhooks, API calls, earlier answers and AI agents.
- Developers: API keysCreate, rotate and revoke API keys, choose what each key can do, set its limits, and read the in-app API reference.
- Build with AI (MCP)Connect Claude, ChatGPT, Cursor or any MCP client to your Agentim account, and let your AI build and test chatbots for you. Coming soon.
Troubleshooting
- My bot didn't answerYour WhatsApp or website chatbot didn't reply? Go through this checklist, from paused chats and an unpublished bot to a disconnected number, the 24-hour window and an expired token.
- Delivery errors in LogsWhat every Logs notice means for your WhatsApp Business API or QR chatbot, from the 24-hour window and template errors to failed steps, and how to fix each one.
Account
- TeamInvite people to your workspace, choose what each one can do, and switch between workspaces shared with you.
- Billing & plansWhat each plan includes, how conversations are counted, and how to upgrade, change or cancel your plan.
- AI creditsSee your AI credit balance and usage, add credits, use your own AI key, and set spending limits.
- FAQQuick answers about WhatsApp connections, AI models, human takeover, testing and your data.