What should I know to set up, test, publish, and integrate MyOperator BOT—including WhatsApp Business and Facebook Business Manager?

What should I know to set up, test, publish, and integrate MyOperator BOT—including WhatsApp Business and Facebook Business Manager?

⚡Quick answer -

• MyOperator BOT lets selected businesses (high-WhatsApp usage) build up to five AI chatbots that work 24/7, support custom flows, API “Functions”, human handover, and nudges.

• Core setup = create a bot, upload up to 5 knowledge-base files, add flows & a WhatsApp number, then Publish.

• To send messages on WhatsApp Business API, you must connect a Facebook Business Manager (FBM) via MyOperator → WhatsApp → Accounts → Apply for WhatsApp Business API and complete Meta review (~ 1 hour).

• All required fields, limits, and troubleshooting bullets from the PDFs are collected below—copy-paste them into Jira tickets or product fields where indicated.

When should I use this guide?

Use it as the single source of truth any time you are:

• evaluating MyOperator BOT,

• onboarding a new bot,

• linking FBM or a WhatsApp number, or

• answering customer questions about limits, features, and roadmap.



1. Key benefits of MyOperator BOT 

• 24/7 Instant Support – No delays or missed chats; customers get instant answers.

• Custom Conversation Flows – Design your own support or sales journey.

• System Integration – Pull order info, update CRMs, trigger backend actions via APIs.

• Reduce Agent Load – Bot handles FAQs and data collection; agents step in only when needed.

• Smart Follow-ups – Automated nudges bring back dropped-off users, boosting conversions.

• Human Handover Ready – Smooth transition to a human when AI cannot assist.



2. Glossary of chatbot terms

Term

Definition

Bot

Your AI assistant that chats automatically with customers.

Flow

A step-by-step guide that the bot follows during chats.

Knowledge Base

Uploaded files the bot reads to answer questions.

Function

API integration to connect with CRMs or other tools in real time.



3. Typical use-cases 

Use Case

Who It’s For

Automated FAQs

E-commerce, SaaS, Services – to reduce repetitive queries

Lead Qualification

Real estate, finance, ed-tech – to gather intent and pass hot leads

Order Tracking

D2C brands, logistics – provide real-time updates

Appointment Booking

Clinics, salons, coaching – schedule appointments via chat

Feedback Collection

Any business – to collect structured feedback post-interaction

WhatsApp CTWA Ads

Marketers – convert ad clicks into leads using AI bots



4. Account & access limits 

• Up to five during the beta phase. (bots per business)

• Selected businesses, especially those with high WhatsApp usage. (access criteria)

• No, it’s fixed at temperature 0.6 (subject to change later).

• Min 100 characters, max 5000 instructions; Estimated 50 instructions total.

• Limit: 50 variables per function.



5. Prerequisites to set up a bot 

• Upload knowledge base (max 5 files).

• Write instructions for tone, logic, behavior.



6. Create your first chatbot

  1. Go to Manage → Functionality → AI Bot.
  2. Click ‘Create’, name the bot (max 100 chars, no special symbols).
  3. Click Create to proceed.
  4. You can create up to 5 bots per account by default.

Expected outcome: a new bot appears in the list.



7. Upload a Knowledge Base 

• Click the ‘+’ icon.

• Upload up to 5 files (.doc, .pdf, .txt, .xls, Max 100MB each).

• Bot will train using the content; status will show ‘Training → Ready.

• Files can be deleted or downloaded anytime.



8. Define conversation flows

• The default FAQ flow is auto-created.

• You can create additional flows by setting:– Unique name (max 30 characters)– System instructions (100–5000 characters)

• Flows can be edited, enabled/disabled, or deleted.



9. Visualise flows as flowcharts 

• Yes. MyOperator allows you to visualize flows using Mermaid syntax or visual tools.

• This helps: Understand flow logic, Identify gaps, Share chatbot structure with non-tech teams.

• Automatically creates a static flowchart of the chatbot logic.



10. Functions & API integration 

• What is a function in chatbot setup in MyOperator BOT? – Functions enable bots to call APIs and fetch or push real-time data.

Components of a function:

  1. Function Name: Unique name (e.g., get_order_status)
  2. Function Description: Describes when/how it should be used
  3. Parameters: Data like Order ID or Email collected from the user
  4. API Details: Includes endpoint URL, method (GET/POST), headers, body
  5. Response Handling: Bot interprets the response and replies accordingly

• Yes. Supports all standard API setups (GET, POST, etc.).



11. Function variables 

• Variables are data elements (like order_id) collected during the chat.

• Only alphabets and spaces allowed in variable names.

• Variable descriptions help AI identify data in free text.

• Limit: 50 variables per function.



12. Handling complex API responses 

• Break them into smaller functions; use follow-ups based on user choices.



13. Testing the bot 

• Yes. Use the Test Bot tab:– WhatsApp number must be linked.– At least one file must be uploaded.– Scan QR to test for 30 minutes.

• Yes, using your number and WhatsApp preview.



14. Connect WhatsApp numbers 

• Assign WhatsApp numbers (one bot per number).

• Enable Human Handover for fallback to a human agent.

• Set Nudges to follow up with users (up to 2, e.g., at 5 & 15 mins).

• All messages and flows can be freely edited.



15. Facebook Business Manager connection flow (WhatsApp Business API)

15.1 Prerequisites

• You must be an Admin inside the target Facebook Business Manager (FBM).

• A business phone number that is not registered on any WhatsApp or WhatsApp Business.

• Business website or social media page

15.2 Step-by-step connection flow

  1. Log in to MyOperator.
  2. From the left menu, select WhatsApp → Accounts.
  3. Click Apply for WhatsApp Business API.
  4. When prompted, sign in with your FBM credentials.
  5. Fill in required business details: a. Business Name b. Website or Social Profile c. Phone Number (with no existing WhatsApp or WhatsApp Business)
  6. In the next step, select the WhatsApp account or create a new account.
  7. Click Submit to send the request to Meta for review (average ≈ 1 hour).

15.3 What happens after Meta approval

• Your account is approved along with your display name.

• In the next step, phone number verification is done. You can select your own number (no existing WhatsApp), or you can choose a MyOperator number as well.

• MyOperator automatically provisions API access.

• You can create message templates and handle incoming chats inside the MyOperator panel only after your number is verified and your account status is ‘Live’.

15.4 Common issues & fixes

Problem

How to resolve

Number already linked to another WhatsApp profile

Delete the existing account, then restart the connection flow.

Missing FBM permissions

Ensure you are in an Admin role inside FBM before retrying.

Approval delay > 2 hours

Re-check business details (name, website, documents) and resubmit.

15.5 Need help?

Contact MyOperator Support with your Business Manager ID for onboarding assistance or troubleshooting.



16. Publish the chatbot

• Add at least one flow and one WhatsApp number.

• Click Publish Bot → Confirm.

• You can republish after changes anytime.



17. Live Chat controls & human handover 

Live Chat Controls:

• Conversations appear like agent chats.

• Agents can intervene or reassign to the bot

• Conversations remain open unless resolved manually.

How does human handover work:

• If requested, the bot disappears.

• Chat becomes unassigned.

• Handover is configurable and disabled by default.



18. Follow-up messages

• Yes. Up to 2 nudges within 24 hours.

• Set Nudges to follow up with users (up to 2, e.g., at 5 & 15 mins).



19. Response creativity setting 

• No, it’s fixed at temperature 0.6 (subject to change later).



20. Multi-language support 

• Yes, but performance is best in English.



22. When might BOT not fit? 

You may skip deploying MyOperator BOT if you:

• do not need 24/7 coverage, custom flows, or API integrations,

• cannot link a WhatsApp number or FBM, or

• require catalogs, buttons, or templates immediately (still on the roadmap).