Introduction
What BodhX is, who it's for, and how these guides are organized.
3 min read · Getting startedWhat is BodhX
BodhX is an AI platform for customer conversations, all from one workspace. Channels: Connect WhatsApp, Instagram, Messenger, email and a website chat widget so one AI agent answers customers everywhere they already message you. AI Agent Builder (VIBE): Build and refine your AI agent by chatting in plain language — VIBE updates its instructions, tone and behaviour for you. Plugins & connectors: Let the agent read and write real data mid-conversation — Google Sheets, Calendar, Drive and your own APIs. Knowledge base: Feed the agent your real business content — a website crawl or uploaded documents — so it answers from facts instead of guessing. Inbox & human handoff: Every conversation across channels lands in one inbox, and your team can take over from the AI on any single thread, any time. CRM, leads & team routing: Leads captured from chats fill a built-in CRM automatically, and can be routed to salespeople with automatic follow-up reminders. Campaigns, templates & follow-ups: Send approved WhatsApp campaigns to segmented contacts, and let the agent nudge a quiet lead automatically until they reply. BodhX Brain: Brain is the account-level AI assistant that acts as your control panel — it can read and change your agents, channels and settings for you, through chat. Billing & plans: Start on a free plan, upgrade as you grow, and spend from one AI credit balance that covers agent replies, broadcasts and automations.
How it fits together
- Channels bring customers in — WhatsApp, Instagram and your website, plus Messenger, email and phone calls.
- Your AI agent answers using knowledge you give it, and can use tools like Google Sheets or Calendar mid-chat.
- Every conversation lands in one inbox; leads flow into the CRM automatically.
- Broadcasts, follow-ups, and your team round out the loop from first message to closed sale.
How these guides are organized
The sidebar follows the same shape as your workspace: Getting started, Channels, Build your agent, Conversations, CRM & leads, Campaigns & growth, and Team & billing. Start with the Quick start, then dip into any topic as you need it.
