Start with the job the bot should do
An auto reply bot is most useful when its scope is narrow and clear. Begin with repeatable business questions: opening hours, location, services, prices, appointment steps, and how to reach a person.
1. Create your trial account
Botifyo provides a 7-day trial with up to 50 automated replies per day. No credit card is required at registration.
2. Write factual rules
Write one instruction per fact. Include the business name, exact prices, service area, opening hours, tone, and explicit limits.
You are the customer assistant for [Business]. We open Monday–Friday, 09:00–18:00. Never invent prices. If information is missing, ask for the customer’s phone number and flag the conversation for an advisor.
3. Choose safe audience settings
- Keep group replies disabled unless groups are a real support channel.
- Choose whether saved contacts receive replies.
- Add business keywords if saved contacts should receive only business-related answers.
- Enable Human Takeover so your own reply pauses the bot.
4. Connect WhatsApp
Use a QR code on a second screen, or request a pairing code if you are setting up from one phone. Botifyo connects as a linked device; it is not the official WhatsApp Business Platform.
5. Test from another account
Send a realistic question from a second WhatsApp number. The dashboard activation check should show: rules saved, WhatsApp linked, test received, and bot replied.
6. Monitor and improve
Review the first conversations. Correct vague rules, add missing facts, and use advisor handoff for requests that require judgment.
Use automation conservatively
WhatsApp controls its service and may restrict automation it considers abusive. Avoid bulk or unsolicited outreach and review the current WhatsApp terms for your use case.
Ready to try it yourself?
Use the 7-day trial to connect WhatsApp, test a real customer question, and verify the first bot reply.
Start 7-Day Trial — No Card →