Initial concepts
So, what we can do with the Platform?
How do I know if my company needs a chatbot?
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First Steps - Creating your project
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Weni Chats: Introduction to the Chats module
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Whatsapp Bussiness API: WhatsApp message triggering limitation
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- Initial concepts
- First Steps - Creating your project
First Steps - Creating your project
Updated
by Manu da Silva
Getting Started - Creating Your Project
During the registration and login step, you already created your first organization and project. To add a new organization, simply click on "Create Organization" button.
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Here, you will need to enter the following information:
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- Organization Name: This will be the name that appears on the home screen.
- Description: A brief description of your team and activities.
- Project Name: The name you will assign to your project to differentiate and organize it.
- Next
After filling in the fields above, click the "Next" button and proceed to the next step to create your project. You can choose between creating a custom agent or using a template. To start by creating an agent, simply fill in the following fields:
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- Agent Name;
- Goal;
- Content (Optional).
Templates are pre-built flows with specific purposes, divided into three categories: support, integrations, and sales. When you click on any of the cards related to a template category, a pop-up will appear detailing its general use.
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Choose between creating a personalized agent or using a template to complete the final step of your project. Dóris will appear on your screen, indicating that your project was successfully created. See the image:
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After following the steps to create an organization and project, you can start adding your team by configuring permissions.
Add members to your organization by clicking the dropdown menu and then "Manage Members." See the image:
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(1)Enter the email of the person you wish to invite and click "Add" (1). Set the permission (2) for each person as needed. Once you're done, you can click the "Add" button.
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The members you add will receive an invitation email to join the organization. See the image:
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After creating your organization, project, and adding your team members, you'll be ready to fully leverage the potential of the Weni Platform.