Guides

Everything you need to build an agent, connect channels, and run day-to-day work on BodhX. The sections below follow the same shape as your workspace — start with the Quick start, then dip into any topic.

01

Getting started

2 guides
IntroductionWhat BodhX is, who it's for, and how these guides are organized.3 min readReadQuick startGo from empty workspace to a live AI agent answering real customers — usually in under an hour.6 min readRead
02

Channels

2 guides
Connect WhatsAppLink a WhatsApp Business number so your agent replies to customers automatically, 24×7.5 min readReadWebsite chat widgetAdd a chat bubble to any website so visitors can message your AI agent instantly.4 min readRead
03

Build your agent

3 guides
Agent builder (VIBE)Build and refine your agent by chatting — set instructions, tone, and behaviour in plain language.6 min readReadTrain your agentFeed the agent your real business knowledge so it answers accurately instead of guessing.7 min readReadPlugins & connectorsLet the agent read and write real data mid-conversation — Sheets, Calendar, Drive, and your own APIs.5 min readRead
04

Conversations

2 guides
Inbox & human handoffSee every conversation in one thread view and take over from the AI whenever you want.5 min readReadAutomation & templatesChoose the messages the agent sends on its own, the WhatsApp template each goes out as, and how follow-ups behave.5 min readRead
05

CRM & leads

2 guides
CRM & leadsLeads captured from chats fill your CRM automatically, with pipeline stages that move as conversations progress.6 min readReadSales follow-upRoute captured leads to salespeople and keep them moving with automatic reminders — all on WhatsApp.5 min readRead
06

Campaigns & growth

2 guides
Broadcasts & campaignsSend approved-template campaigns to segmented contacts and track delivery per recipient.6 min readReadCatalog & growthSync a product catalog for WhatsApp commerce and generate product visuals with AI.5 min readRead
07

Team & billing

2 guides
Team & permissionsAdd teammates and control exactly what each person — and the AI — can see and do.5 min readReadBilling & creditsUnderstand AI credits, how broadcasts are metered, and how to pay and get GST invoices.5 min readRead
Guides · BodhX AI