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Get Up and Running in 10 Minutes

This guide will help you set up your AI-powered WhatsApp chatbot from scratch. By the end, you’ll have an active bot responding to customer messages automatically.
Average setup time: 8 minutes from registration to active bot responding to messages.

Prerequisites

Before you begin, make sure you have:
  • A valid email address or Google account
  • A WhatsApp number for your business (existing or new)
  • Basic information about your business and services
You can use your existing WhatsApp number, but you’ll need to migrate it to Meta’s Business API. We’ll guide you through this process.

Step 1: Create Your Account

Start by creating your RespondeIA account. You have two options:

Register with Email

Navigate to the registration page and fill in your details:
// Registration form fields
const formFields = {
  firstName: "Juan",
  lastName: "Pérez",
  email: "[email protected]",
  password: "Min 8 characters"
};
1

Enter Your Information

Provide your first name, last name, email, and create a password (minimum 8 characters).
2

Accept Terms

Review and accept the Terms of Service and Privacy Policy.
3

Create Account

Click Crear cuenta to complete registration.

Free Trial Details

7 Days Free

Full access to all features

No Credit Card

Start without payment info

Cancel Anytime

No commitment or penalties

Step 2: Log In to Your Dashboard

After creating your account, log in to access your dashboard:
// Login form implementation
export const LoginForm = () => {
  const [email, setEmail] = useState("");
  const [password, setPassword] = useState("");
  const { mutate, isPending } = useLogin();

  const handleSubmit = (e: React.FormEvent) => {
    e.preventDefault();
    mutate({ email, password });
  };
};
1

Navigate to Login

Go to the login page.
2

Enter Credentials

Input your email and password, or click Continuar con Google.
3

Optional: Remember Session

Check Recordar sesión to stay logged in on this device.
4

Access Dashboard

Click Ingresar to access your dashboard.
If you forget your password, click ¿Olvidaste tu contraseña? on the login page to reset it.

Step 3: Connect WhatsApp

Connect your WhatsApp number to start receiving and responding to messages.

Using Your Existing Number

You can migrate your current WhatsApp number to the official Meta Business API:
1

Initiate Migration

In your dashboard, click Connect WhatsApp and select Use Existing Number.
2

Verify Ownership

Meta will send a verification code to your number. Enter the code to confirm ownership.
3

Complete Migration

Follow the guided process. Migration typically completes in under 10 minutes.
4

Activate Business API

Once verified, your number will be activated on Meta’s Business API platform.
Migration process: The guided migration process is designed to be simple and takes less than 10 minutes on average.

Getting a New Number

If you prefer to start with a new WhatsApp number:
1

Select New Number

In the WhatsApp connection flow, choose Get New Number.
2

Choose Number

Select an available number from the list or request a specific one.
3

Verify and Activate

Complete verification and activate your new business number.

Step 4: Configure Your AI Assistant

Train your AI with business information so it can respond accurately to customers.

Business Information

Provide key details about your business:
{
  "businessName": "Tu Empresa",
  "industry": "Servicios profesionales",
  "description": "Breve descripción de tu negocio",
  "hours": "Lun-Vie 9:00-18:00",
  "location": "Buenos Aires, Argentina"
}

Training the AI

1

Add Business Context

Describe your business, what you offer, and who you serve.
2

Define FAQs

Add frequently asked questions and their answers. The AI will learn from these.
3

Set Tone and Style

Choose how the AI should communicate: formal, casual, friendly, etc.
4

Configure Responses

Set up automatic responses for common scenarios like greetings and business hours.
The more information you provide, the better your AI will respond. You can always update and refine the training later.

Step 5: Set Up Appointment Scheduling (Optional)

If your business takes appointments, configure the scheduling feature:
1

Enable Scheduling

Navigate to Settings > Appointments and toggle on scheduling.
2

Set Availability

Define your available time slots for appointments.
3

Configure Duration

Set default appointment duration (e.g., 30 minutes, 1 hour).
4

Test Booking Flow

Send a test message to your bot to verify the booking process works correctly.

Example Booking Conversation

Here’s how the AI handles appointment scheduling:
// Example conversation flow
const bookingFlow = [
  {
    from: "bot",
    text: "¡Hola! 👋 ¿En qué puedo ayudarte?"
  },
  {
    from: "user",
    text: "Quiero agendar un turno para mañana."
  },
  {
    from: "bot",
    slots: ["🕒 15:00 hs", "🕔 17:00 hs"],
    prefix: "¡Perfecto! 🗓️ Tengo disponible:",
    suffix: "¿Cuál te queda mejor?"
  },
  {
    from: "user",
    text: "Las 15:00 me viene perfecto 👍"
  },
  {
    from: "bot",
    text: "✅ ¡Listo! Turno confirmado para mañana a las 15:00 hs."
  }
];
The bot automatically:
  • Shows available time slots
  • Confirms selected times
  • Sends reminders before appointments
  • Handles cancellations and rescheduling

Step 6: Go Live

Once everything is configured, activate your bot:
1

Review Configuration

Double-check your business information, AI training, and settings.
2

Activate Bot

Toggle the Active switch in your dashboard to enable the bot.
3

Send Test Messages

Use your personal WhatsApp to send test messages and verify responses.
4

Monitor Performance

Watch the analytics dashboard to see incoming messages and bot responses.
You’re live! Your AI assistant is now responding to customer messages on WhatsApp automatically.

Monitoring Your Bot

Real-Time Dashboard

Access your dashboard to monitor:

Active Conversations

See all ongoing customer conversations

Response Time

Track average response latency (target: under 2s)

Resolution Rate

Percentage of queries resolved by AI

Customer Satisfaction

Satisfaction ratings from customers

Key Metrics to Watch

// Platform performance stats
const platformStats = {
  averageResponse: "1.4s",
  satisfactionRate: "98%",
  activeBusinesses: "2400+",
  setupTime: "8 min"
};

Next Steps

Optimize Your Bot

Now that your bot is live, continue improving it:

Detailed Setup Guide

Learn advanced configuration options

AI Chatbot Features

Understand how to train your AI better

Analytics Dashboard

Deep dive into performance metrics

CRM Integration

Manage customer data effectively

Common Questions

Add more training data in Settings > AI Training. The more examples and FAQs you provide, the better the AI understands your business context.
Yes, toggle the Active switch in your dashboard to pause/resume the bot at any time.
Configure handoff rules in Settings > Handoff. The bot will transfer complex queries to human agents with full conversation context.
Go to Settings > Billing to view plans and upgrade. Changes take effect immediately.

Getting Help

Need Assistance?

Contact our support team at [email protected] or visit the support section in your dashboard.
Pro tip: Join our community to share best practices with other RespondeIA users and get tips for optimizing your bot’s performance.

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