Quickstart Guide

This guide walks you through creating your BotBat account, completing initial setup, connecting your first messaging channel, and sending a test message. By the end you will have a working BotBat environment ready for campaigns, chatbots, and automations.

BotBat is a multi-channel communication platform that lets you manage conversations, run marketing campaigns, build AI chatbots, and automate workflows across WhatsApp, SMS, email, Telegram, Messenger, and web chat. Everything starts here.

Prerequisites

Before you begin, make sure you have:

• A work email address for account registration.
• Access to at least one messaging channel you want to connect (for example, a WhatsApp Business account, an SMS provider, or an email domain).
• A modern web browser (Chrome, Firefox, or Edge recommended). Safari works but has limited notification support.

Step 1: Create Your Account

Open console.botbat.io in your browser. Click Sign Up and fill in the registration form with your work email, full name, and a strong password. You can also sign up using Google or Microsoft single sign-on if your organization supports it.

After submitting the form, check your email inbox for a verification link. Click the link to confirm your email address. If you do not see the email within a few minutes, check your spam or junk folder.

Once verified, you are redirected to the BotBat Console and prompted to complete your organization profile.

Step 2: Complete Your Organization Profile

After your first login, BotBat asks you to set up your organization. Fill in the following fields:

Field	Description
Organization Name	Your company or team name. This appears in message sender labels and reports.
Industry	Select your industry from the dropdown. This helps BotBat suggest relevant templates and configurations.
Time Zone	Choose the time zone where your team operates. All scheduled campaigns and analytics timestamps use this setting.
Default Language	Set the primary language for your templates and customer-facing messages.

Click Save to complete the profile. You can update these settings later from Settings > Organization.

Step 3: Explore the Dashboard

The BotBat Console dashboard is your home base. It shows key metrics at a glance and provides quick access to every module.

The left sidebar contains navigation links to all major sections:

Section	What It Does
Inbox	View and manage live conversations across all channels.
Campaigns	Create, schedule, and monitor marketing campaigns.
Chatbots	Build and deploy AI-powered or rule-based chatbots.
Workflows	Design automated workflows with triggers, conditions, and actions.
Customers	Manage your contact database, segments, and customer profiles.
Analytics	View delivery metrics, engagement data, and performance reports.
Templates	Create reusable message templates for WhatsApp, SMS, and email.
Channels	Connect and manage your messaging channels.
Settings	Configure organization settings, team members, billing, and integrations.

The main dashboard area shows summary cards for recent activity: messages sent today, active conversations, upcoming scheduled campaigns, and chatbot engagement metrics.

Step 4: Connect Your First Channel

Navigate to Channels in the left sidebar. Click Add Channel to open the channel connection dialog. Select the channel type you want to connect.

WhatsApp (Most Common)

WhatsApp is the most popular channel for BotBat users. To connect WhatsApp:

1. Click WhatsApp in the channel selection dialog.
2. Enter your WhatsApp Business Account ID and Phone Number ID. You can find these in the Meta Business Suite under WhatsApp Manager.
3. Paste your Permanent Access Token. Generate this from a System User in Meta Business Settings with the whatsapp_business_messaging permission.
4. Click Connect. BotBat validates the credentials and registers the webhook.

If the connection succeeds, you see a green "Connected" badge next to the channel. If it fails, check that your access token has the correct permissions and that the phone number is registered with the WhatsApp Business API.

tip

WhatsApp Business API verification can take up to 48 hours if your business is not yet verified with Meta. Start the verification process early so you are not blocked when you are ready to send.

SMS

For SMS, enter your provider credentials (Twilio, Vonage, or another supported provider). You need the Account SID, Auth Token, and a phone number or sender ID.

Email

For email, configure your SMTP settings or connect a supported email provider (SendGrid, Mailgun, Amazon SES). You need the SMTP host, port, username, and password, or the provider API key.

Step 5: Send a Test Message

With a channel connected, verify it works by sending a test message.

1. Navigate to Inbox in the left sidebar.
2. Click New Conversation in the top-right corner.
3. Select the channel you just connected.
4. Enter a recipient phone number or email address. Use your own number or email for testing.
5. Type a short test message and click Send.

Watch for delivery status updates next to your message:

Status	Meaning
Sending	The message is being transmitted to the channel provider.
Sent	The provider accepted the message for delivery.
Delivered	The message reached the recipient's device.
Read	The recipient opened the message (WhatsApp and email only, when read receipts are available).
Failed	Delivery failed. Hover over the status for error details.

If the message shows "Delivered" or "Read", your channel is working correctly.

Step 6: Invite Your Team

Go to Settings > Team in the left sidebar. Click Invite Member and enter the email addresses of colleagues you want to add. For each person, select a role:

Role	Permissions
Admin	Full access to all features, settings, billing, and team management.
Manager	Can create and manage campaigns, chatbots, workflows, and contacts. Cannot manage billing or team settings.
Agent	Can view and respond to conversations in the Inbox. Cannot create campaigns or modify settings.
Viewer	Read-only access to analytics and reports. Cannot send messages or modify anything.

Invited users receive an email with a link to join your organization. They can sign up (if new) or link their existing account.

What to Do Next

Now that your account is set up and your first channel is connected, explore these guides based on what you want to accomplish:

• Build an AI Chatbot: Create and deploy an AI-powered chatbot in about 10 minutes.
• Launch a Campaign: Send a targeted marketing message to a group of contacts.
• Import Contacts: Upload your contact list from a CSV file.
• Create a Template: Design reusable message templates for WhatsApp, SMS, or email.
• Build a Workflow: Automate repetitive tasks with the visual workflow editor.
• Connect a Channel: Add more messaging channels to expand your reach.

• Welcome Banner
• Channel Connection Dialog
• New Conversation
• Team Invite