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Your AI agent handles customer conversations on WhatsApp 24/7 — answering questions, recommending products, and guiding customers to checkout. This guide helps you fill out the onboarding form so we can build your AI.
Ready to start? Open the onboarding form, make a copy, and fill it out:👉 Open AI Agent Onboarding Form
Setup time: About 20 minutes to complete the form. We’ll have your AI ready in 1-3 business days.

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What your AI can do

Answer instantly

Respond to customers in seconds, any time of day

Recommend products

Suggest items based on what customers are looking for

Drive sales

Guide conversations toward checkout with smart upselling

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How your AI works

Your AI has two parts that work together:
Part A: Advanced PromptPart B: Knowledge Base
Runs on every messageSearched when needed
Your AI’s personality — name, tone, greeting, and rules it always followsYour AI’s reference library — FAQs, store info, policies, promotions
Think of it as your AI’s brainThink of it as your AI’s memory
Quick rule: Put personality and critical rules in Part A. Put detailed reference info in Part B.

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Filling out the form

The form includes examples from two brands — adidas (e-commerce) and McDonald’s (restaurant). Copy the example closest to your business and customize it.

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Part A: Advanced Prompt

What to fill in:
  • Agent Name — Keep it short and memorable (e.g., “Helper”, “Fashion AI”, “Chef Bot”)
  • Brand Name — Your business name as customers know it
  • Brand Description — What you sell and who you serve
Tip: Your brand description helps the AI understand context. Be specific about your products and target customers.
What to fill in:
  • Primary Language — The AI auto-switches based on customer language
  • Tone of Voice — Match your brand personality
  • Personality Details — Specific phrases, emoji preferences, quirks
Tip: Instead of “be friendly,” be specific: “Address customers as ‘Bro’ and use food emojis 🍔🍟”
This is the first message customers see. Structure it as:
  1. Greeting — Warm, on-brand hello
  2. Value — What you offer or what’s popular
  3. Action — Clear next step + button
Tip: Keep it short (3-4 lines max). End with a call-to-action button like “View Menu” or “Start Shopping”.
Add critical rules your AI must always follow:
  • Delivery minimums and fees
  • Product guarantees
  • Important restrictions
Tip: Only include rules that apply to every conversation. Detailed policies go in Part B.
List keywords or situations that should transfer to a human:
  • Quality issues (defective, broken, wrong item)
  • Refund/return requests
  • “Talk to human” — always escalate this
Tip: When in doubt, escalate. It’s better to hand off than frustrate a customer.
Tell your AI what to never do:
  • Never promise exact delivery dates
  • Never offer unauthorized discounts
  • Never mention competitors
Tip: Think about past customer service issues. What promises caused problems?
Structure your upsell with:
  • When — The trigger situation
  • Suggest — What to recommend
Tip: Good upselling feels helpful, not pushy. Frame it as value for the customer.
Define what customers need to specify (size, color, quantity) and which payment methods you accept.Payment priority: Bank Transfer → E-wallet / QRIS → Card

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Part B: Knowledge Base

Upload documents your AI can reference:
  • Product catalog or menu
  • Size guide
  • Return policy
  • Shipping info
Formats: pdf, csv, xlsx, docx, and txt
Add URLs your AI should learn from:
[https://yoursite.com/faq](https://yoursite.com/faq)
[https://yoursite.com/shipping](https://yoursite.com/shipping)
[https://yoursite.com/returns](https://yoursite.com/returns)
Upload visuals your AI can send to customers. For each image, specify when to send it:
  • Size Chart → “when customer asks about sizing”
  • Promo Banner → “when customer asks about discounts”
Type information directly:
  • Store Locations — Addresses and hours
  • FAQ — Common questions and answers
  • Promotions — Current deals and promo codes
  • Policies — Returns, shipping, etc.
Tip: Keep promotions updated. Outdated promotions frustrate customers.

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What’s required vs optional

Only 4 fields are required to launch. Everything else can be added later.
RequiredWhy
Agent NameYour AI needs a name to introduce itself
Brand NameIdentifies your business
Brand DescriptionHelps AI understand what you sell
Welcome MessageFirst impression for every customer
Everything else is optional. Start simple and add more as you learn what customers ask.

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Tips for great results

Be specific

Vague instructions = inconsistent results. Show exactly what you want.

Use the examples

The form includes adidas and McDonald’s examples. Copy and customize.

Start simple

Launch with basics. Add rules and content as you learn what customers need.

Update regularly

Keep your advanced prompts up to date and review conversations monthly to improve your AI.

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After you submit

1

Submit your form

Send the completed Google Doc and any files to your bitbybit specialist.
2

We configure your AI

Our team sets up your AI agent (1-3 business days).
3

You test and refine

Try your AI and let us know if anything needs adjusting.
4

Go live

Launch and start converting conversations into sales!

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Ready to start?

Open the onboarding form and make a copy:👉 AI Agent Onboarding FormFill it out and send it to your bitbybit specialist. We’ll handle the rest.

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Need help?

Our team is here to help you get set up. Email: [email protected] Website: bitbybit.studio