Getting started
Create your account, find your way around the app, and test your first bot on your own WhatsApp.
Create your account#
Go to app.agentim.ai and sign up with your WhatsApp number and email (or with Google). We send a verification code to your WhatsApp. Enter it and you're in.
Next time, sign in with your WhatsApp number and a fresh code, or choose Continue with Google.
Find your way around#
The sidebar has three groups. Team, Billing and Developers are shown to workspace owners and admins only.
| Group | Section | What it's for |
|---|---|---|
| Build | Dashboard | Your conversations at a glance: conversations and messages, response times, busiest hours, channels and AI usage, for a date range you pick. |
| Build | Chat Builder | Your chatbots, built step by step on a canvas. See Chat Builder. |
| Build | Channels | Connect WhatsApp and your website. See Channels. |
| Operate | Logs | Every customer conversation across every channel. Search by customer, filter by channel, and open a conversation as a chat or as a detailed event log. |
| Operate | Team | Invite people to your workspace and choose their roles. See Team. |
| Operate | Billing | Your plan, payment methods, invoices and AI credits. See Billing & plans. |
| Developers | API | API keys and the API reference. See Developers. |
AI Flows are not in the sidebar: they live inside your chatbots. Open one from the AI Flow step in Chat Builder, from the chatbots list (which also shows AI flows no chatbot uses yet), or search for it with ⌘K. See AI Flows.
Press ⌘K (or Ctrl+K) to search pages, chatbots and AI flows from anywhere. Your profile and the light or dark theme switch are at the bottom of the sidebar. If someone shared their workspace with you, switch between workspaces at the top of the sidebar.
Build your first bot#
- 1
Open Chat Builder
Click Chat Builder in the sidebar, then New chatbot. Every chatbot starts with a Start Message step: the first thing your customer sees. See Start a chatbot.
- 2
Add steps
Click a step in the Steps panel on the left, or drag it onto the canvas: for example Options for a menu or Text to ask a question. Connect steps by dragging from one step's handle to the next.
- 3
Preview
Click Preview at the top right to chat with your bot in the browser, or use Test on your phone (WhatsApp) to try it on your own phone (next section).
- 4
Publish
Click Publish. The status next to the chatbot's name changes to Live. Your chat link, form link and website code are in Share.
Start Message
Hi! How can we help?
Options
1. Track order 2. Talk to us
Text
What's your order number?
Send Message
Thanks {{@order_number}}!
Test on your own WhatsApp#
In Preview, choose Test on your phone (WhatsApp). WhatsApp opens with a short code already typed to Agentim's number. Send it, and the bot you're building replies on your phone.
Preview is free and works before you connect your own WhatsApp number. To test only the end of a long flow, click a step and choose Run the full preview from here.
Go live#
When the bot works in preview, publish it and connect a channel:
- WhatsApp: connect your number in Channels. See Channels.
- Your website: paste the website code from Share. See Website widget.
- Your own systems: start conversations from your CRM or store with a Catch Hook.
Follow every conversation in Logs. Stuck? Help & guides at the bottom of the sidebar opens these guides.