Guides · 48 articles
How to set it up, and what to do when it misbehaves.
Written in the order you will need it: create a workspace, run the setup wizard, connect your channels, then tune what the bot asks and how it scores.
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New to FiguredOutAI? Four guides, in order.
Read them in sequence and you go from an empty workspace to a bot answering real messages.
- 01Creating your workspaceWhat a workspace is, who owns it, and what happens in the first five minutes.Read guide
- 02From signup to a working botQuick start, the four steps from signup to a bot that answers leads, what each one asks, and what you can leave for later.Read guide
- 03Connect your WhatsApp numberOne button, Meta's own window, a code by SMS or call — and what to expect afterwards, from the display-name review to Meta's bill.Read guide
- 04How the bot builds its conversationWhy there is no script, what the bot is actually given, and how to steer it.Read guide
Account & Access
Signing up, what a workspace is, verifying your email, and who on your team can do what.
- Creating your workspaceWhat a workspace is, who owns it, and what happens in the first five minutes.
- Inviting your team, and what each role can doSending invitations, choosing a role, and the rules about who can manage whom.
- Verifying your email and changing your passwordHow to change a password you know, reset one you have forgotten, and what each link is worth.
- Roles: owner, admin, agentExactly what each role may do, and the two rules that decide the rest.
- Your activity log: who changed whatWhat the Activity log records, who can open it, and how to read a change you did not expect.
- Setup history, and undoing a changeWhere every AI change to your setup is listed, how to undo a whole set, what stops an undo, and why very old changes cannot be undone.
Getting Set Up
The setup wizard, industry templates, sample data, and trying the bot before it meets a customer.
- From signup to a working botQuick start, the four steps from signup to a bot that answers leads, what each one asks, and what you can leave for later.
- Choosing an industry templateWhat a template writes into your workspace, and which one to start from.
- Switching or resetting your templateWhen switching is offered, why it stops being offered, and what to do after that.
- Trying your bot in the playgroundTalk to your own bot as if you were a customer, before any customer does.
- Your bot's to-doThe short list of things worth improving after setup, how cards appear, what Keep, Change, Not now and the answer-on-the-card choices do, and who can answer them.
- How AI fits your template to your websiteWhat we read on your website, what we keep, the Fitted to your website screen, and the decisions the AI never makes for you.
- Setting up with AI when no template fitsHow to describe your business and let AI draft your setup, the few questions it asks, what it never decides for you, and what we keep and for how long.
- Uploading your price list or rosterWhich files AI can read, what to put in them, what a photo of a page does, and what we keep of a file and for how long.
Connecting your channels
WhatsApp, Instagram and Facebook Messenger: what to collect in Meta's console, and what to do when a message never arrives.
- Connect your WhatsApp numberOne button, Meta's own window, a code by SMS or call — and what to expect afterwards, from the display-name review to Meta's bill.
- Connect your Instagram accountInstagram's own login, no Facebook Page — what you need, the one setting in the Instagram app, and how the connection stays alive.
- Connect your Facebook PageOne Facebook login, tick your Page, and Messenger is connected — what you need, what the window asks, and how to know it works.
- Webhooks: why messages arrive, and why they sometimes don'tThe failure where every light is green and nothing is delivered — once for WhatsApp, once for a Page — and how to prove which side it is on.
- Why a follow-up was not sentThe 24-hour messaging window, the notice it leaves in the thread, and why waiting is the correct behaviour rather than a fault.
- WhatsApp error messages, decodedEvery message the connect screen or the inbox can show you, what Meta actually said, and what to do about it.
- Messenger and Instagram error messages, decodedWhy a reply on Messenger or Instagram was not delivered, what Meta said, and what to do about it.
Configuring the AI
What the bot asks, how it decides a lead is qualified, and how matches are scored.
- How the bot builds its conversationWhy there is no script, what the bot is actually given, and how to steer it.
- What your bot finds outHow your bot decides what to ask next, what each question's reason and priority do, the core questions, how it helps a lead who is not sure, and where each answer came from.
- Intake fields: what the bot asksAdding and changing the questions your bot finds out, choosing their types, and what "must know" commits you to.
- Your sales approachThe choices only you can make about how your bot treats a lead, what each one means for the person on the other end, and examples from four industries.
- Qualification rules that actually filterHow a lead is judged, why the verdict comes last, hard versus negotiable, and what the lead hears in each case.
- Matching dimensions and weightsWhich fields are compared, how a score is built, and when to reach for a hard filter.
- Field and rule types referenceEvery field type, what it accepts, and the values that surprise people.
- How your bot soundsThe introduction, the style example and the personality: what each one changes, how to write them, and examples from six industries.
- Emergencies and safetyWhat your bot does when a lead writes that someone is in danger or says they are under 18, which phrases it listens for, how to choose the kind of business, and how to write your own emergency message.
- Asking AI to change your setupThe Ask AI box, the answers it can give, the preview you Keep or Undo, and the things it will never change for you.
- What your bot may tell leadsThe facts your bot answers from, the kinds you can write, what it will never say on its own, and what happens when a lead asks something you have not written down.
- How your bot sellsWhat your bot does to help a lead say yes, how hard it pushes, the selling material you can write, when it never sells, and what it will never do.
- What your bot may offer when a lead misses a ruleHow your bot negotiates within your limits, the order it works in, how to write an offer and its condition, examples from five industries, the team check, and how an accepted offer reaches your team.
- Showing options to leadsHow your bot shows a lead the few records that fit them in the chat, what the lead sees on each channel, which fields you let out, what happens on every kind of answer, and how your team sends options by hand.
- Adding photos to your recordsHow to give your records photos, what happens to a photo when you add it, how many you can have, and how to choose which photos a lead sees.
Plans & Analytics
How the trial works, what each limit counts, and how to read the numbers on your dashboard.
- How the trial works, and what happens when it endsWhat the trial includes, what "read-only" means exactly, and why nothing is deleted.
- Plans, limits and metersThe two kinds of limit, when each resets, and what happens at the ceiling.
- Reading your analyticsWhat each figure counts, what is deliberately excluded, and which questions the numbers can answer.
Use your own Meta app
The advanced way to connect: your own Meta app, a system-user token and four values pasted in. For a number or Page that already runs through an app of yours, or that Connect with Meta cannot reach.
- Connect WhatsApp with your own Meta appThe advanced route — from a Meta developer account to a live bot, with the four values you need and the one step everybody misses.
- Create your Meta app and business portfolioThe developer account, the business portfolio, and the one app all three channels attach to.
- Add and verify your phone numberTest number or your own, what the phone number ID actually is, and the limits before business verification.
- Generate a permanent tokenThe system user token, its three permissions, and the one dropdown that decides whether it still works tomorrow.
- Connect Messenger with your own Meta appThe advanced route — the same three values Instagram needs, one webhook subscription of its own, and the Page-subscription step Meta never mentions.
- Connect Instagram through a Facebook PageThe advanced route — three values, a Page in the middle, your own Meta app, and the one field we deliberately do not ask you for.
Bookings
Letting your bot book a call or a visit, the hours it books from, and the reminders that follow.
- Your next step: letting your bot book a callHow to let your bot offer a lead times and book one, what you choose, what the lead sees on each channel, what your team sees, the booking-page option, and when the bot never books.
- Your hours: when your bot may book youHow to set the weekly hours your bot books you in, add days off, use your own time zone, what "No hours yet" means, and who can change whose hours.
- Reminders, the host's email and the lead's booking pageWhat is sent when a call is booked, moved or cancelled, which reminders go to the lead and the host, why a reminder to a lead is sometimes skipped, and what the lead's own booking page does.
Can’t find what you need?
Email hello@figuredoutai.com and we will point you at the right guide. Already signed in? Every screen in the dashboard has a help link that opens its guide beside your work.