How to create a WhatsApp Template from SmartChat to be approved by Meta: name, language, category, sections, variables and sample data, plus Meta's rules to avoid rejection.
What the conversation header shows and what the buttons in the top right are for: marking the chat as to be managed, enabling or disabling AI for a single chat, viewing tickets and bookings, archiving, and linking the chat to the correct booking.
The AI Profile determines how the AI agent behaves: tone, autonomy, Instructions, Topics, and time slots. This guide explains what it contains, how to create a profile for a specific time slot, and why the Default Profile should be at the bottom of the list.
How the AI agent uses the Knowledge Base, how to create a document with sections, associate it with properties or leave it general, edit it with the help of AI, restore a version or delete it, along with tips for writing information that the AI can find and use.
How to use the house icon to teach the AI information while replying to a guest, and how to approve the proposal in the Knowledge Base so the AI can use it in future conversations.
Where to find tickets, how to read the list and details, how to create one manually from the list or a chat, how to update it, and how to close it with Done or Denied status.