AI Grow Bot Documentation

Everything you need to set up AI Grow Bot, automate WhatsApp conversations with AI and run campaigns — explained step by step.

AI Grow Bot is a WhatsApp marketing and automation platform built on the official Meta WhatsApp Cloud API. Capture leads from every channel, reply instantly with AI, run broadcasts and drip campaigns, and manage every conversation from one shared team inbox.

How the platform fits together

1. A lead arrives from a channel — WhatsApp, Facebook/Instagram ads, website form, Shopify store or CSV import.
2. The contact is saved in the CRM with tags, source and custom fields.
3. A keyword or event starts a Bot Flow, or the AI Assistant replies.
4. The lead is nurtured with Drip Campaigns and reached again with Broadcasts.
5. Hot leads are handed to a human agent in the Team Inbox.
6. Every message, reply and conversion is tracked in analytics.

Quick Start

Follow these steps to go from sign-up to your first automated reply.

1. Create your account at app.aigrowbot.com/register and verify your email. Every account starts with a 7-day free trial — no credit card needed.
2. Connect your WhatsApp number with Meta Embedded Signup — see Connect WhatsApp.
3. Import contacts from a CSV file and tag them — see Contacts & CRM.
4. Create a template and submit it for Meta approval — see Templates.
5. Build a welcome flow triggered by “hi”, “hello” or “pricing” — see Flow Builder.
6. Train the AI Assistant on your website and FAQs so it can answer questions 24/7.
7. Invite your team and assign roles in Settings → Staff.

Connect WhatsApp (Embedded Signup)

Embedded Signup is Meta’s official onboarding flow. Average setup time is under 2 minutes — no documents and no developer required.

1. In the dashboard, open Settings → WhatsApp → Connect.
2. Click Continue with Facebook and log in with the Facebook account that manages your business.
3. Select or create your Meta Business account and WhatsApp Business Account (WABA).
4. Enter the phone number to use and verify it with the OTP sent by SMS or voice call.
5. Set your WhatsApp display name and accept Meta’s terms.
6. Return to AI Grow Bot — the status shows Connected and you can start sending.

Number Coexistence

Coexistence keeps the same WhatsApp number active in the WhatsApp Business app on your phone and on AI Grow Bot at the same time. Chats sync both ways, so there is no number migration.

1. Open Settings → WhatsApp → Coexistence.
2. Scan the QR code with the WhatsApp Business app on your phone.
3. Wait for the sync to finish — existing chats appear in the Team Inbox.

Dashboard

The dashboard is your live overview after login.

Contacts & CRM

Every person who messages you or is imported becomes a contact — the base for segments, campaigns and automation.

• Name, phone, email and source (WhatsApp, FB Lead Ads, website form, import).
• Tags & labels such as Hot lead, Customer, Pune.
• Groups and pipeline statuses (New, Contacted, Qualified, Won, Lost).
• Custom fields for anything beyond name and number — city, budget, order value.
• Internal notes visible only to your team.

Import contacts from CSV

1. Go to Contacts → Import.
2. Download the sample CSV; fill in name, phone (with country code) and custom fields.
3. Upload the file and map each column to a contact field.
4. Pick tags or a group to apply, then confirm the import.

Segments

Combine filters — tags, city, status, custom fields, last activity — to build a segment like “Hot leads · Pune · purchased before”. Segments are the audiences for broadcasts and drips.

Message Templates

WhatsApp requires pre-approved templates for business-initiated messages sent outside the 24-hour customer service window.

Create a template

1. Open Templates → New Template.
2. Choose a category and language and give it a lowercase name, e.g. summer_sale_offer.
3. Add a header (text, image, video or document), body and optional footer.
4. Insert variables like {{1}} for personalisation (name, order ID).
5. Add buttons — quick replies, URL or phone call.
6. Submit to Meta. Approval usually takes minutes to a few hours.

Advanced formats: carousel templates (swipeable product cards) and dynamic templates.

Bot Flow Builder

A drag-and-drop canvas for building chatbot conversations without code. Each step is a node; connect a node’s output to the next node’s input.

Build your first flow

1. Open Bot Flows → New Flow and name it.
2. Add a Trigger: Contact Type = Lead, Trigger Type = on exact match, keywords = hi, hello, pricing.
3. Add a Text Message with your welcome text and connect it to the trigger.
4. Add Buttons: “View Pricing”, “Book a Demo”, “Talk to Agent”.
5. Connect each button: a List Message with plans; a User Input flow; and a Condition (business hours) leading to Agent Handover or AI Assistant.
6. Save, switch the flow Active, and test by sending “hi” to your number.

AI Assistant

The AI Assistant answers customers using your own content. Create one or more assistants, each with its own instructions and knowledge base.

Knowledge sources

Set up an assistant

1. Add your OpenAI or Gemini API key in Settings → AI Assistant.
2. Go to AI Assistant → New Assistant, name it and pick the provider.
3. Write instructions — tone, what to answer, when to hand over to a human.
4. Add knowledge sources and wait until each shows Indexed.
5. Test in the preview chat, then enable AI auto-reply or add an AI Assistant node to a flow.

Broadcast & CSV Campaigns

Broadcast to a segment

1. Open Campaigns → New Campaign.
2. Choose the audience — segment, group or tag filter.
3. Pick an approved template and map variables (e.g. {{1}} → contact name).
4. Send now or schedule a date and time.
5. Track progress live: sent, delivered, read and replies.

CSV campaigns

Upload a CSV (name, phone, extra columns) and send a personalised template to everyone in the file — even people not yet saved as contacts. Each column can fill a template variable.

Campaign analytics

• Delivery rate, read rate and reply count per campaign.
• Per-recipient status and failure reasons.
• Exportable reports.

Drip Campaigns

A drip is a timed sequence every new lead receives automatically. Contacts exit as soon as they reply, so nobody gets messages after engaging.

Create a drip

1. Go to Drips → New Drip.
2. Add steps; for each choose a template and the delay from the previous step.
3. Set the entry rule (e.g. new lead tagged Buyer) and keep exit-on-reply on.
4. Activate and watch how many contacts sit at each step.

Team Inbox

All conversations land in one shared inbox where agents and AI work together.

• Assignment & auto-routing to teams or agents.
• Canned replies — type /pricing, /demo, /hours.
• AI suggestions the agent can send in one click, and optional AI auto-reply.
• Number masking hides customer numbers from agents.
• Agent performance — chats handled, response time, CSAT.

Add team members

1. Go to Settings → Staff → Invite.
2. Enter their email and choose a role — Admin, Manager, Agent or a custom role.
3. Adjust permissions per role (campaigns, contacts, settings, billing).

E-commerce Automation

Connect Shopify, WooCommerce or any store via webhook, and customers get WhatsApp updates at every order event.

1. Open Integrations → E-commerce and choose your platform.
2. Authorise the store, or paste the webhook URL into your store settings.
3. Map each event to an approved utility template and its variables.
4. Place a test order and confirm the WhatsApp message arrives.

Leads, Forms & Tools

API & Webhooks

Connect AI Grow Bot to your own software. The complete API reference — endpoints, parameters and examples — is available inside your dashboard.

1. Log in to app.aigrowbot.com.
2. Open API Docs to see every endpoint with examples.
3. Create an API token from your dashboard and send it as a Bearer token with each request.

WhatsApp OTP

Send and verify one-time passwords over WhatsApp for logins and sign-ups:

Webhooks: the custom webhook listener captures JSON from any external app and turns it into a WhatsApp message.

Plans & Pricing

Prices in INR. Yearly billing saves up to 40%. Upgrade, downgrade or cancel any time.

FAQ & Troubleshooting

Support

Email support is available 24/7. Business and Enterprise plans include dedicated support.