Guides
Every feature, one step at a time.
Screenshots of the real thing, in the order you will meet it. Start at the top if the account is new, or jump to the job in front of you.
01
Getting started
Connect a number, teach the bot your business, and check it answers the way you want.
- 1How to connect your WhatsApp number to ReplaiPair your number as a linked device, understand what that does and does not change on your phone, and fix the two things that stop most first connections.About 5 minutes
- 2How to build a knowledge base your bot can actually answer fromWhat to put in, what to leave out, the three ways to add a source, and why the bot saying it will check with the team is usually a knowledge-base problem.About 20 minutes
- 3How to write a system prompt your bot will actually followWhat belongs in the prompt rather than the knowledge base, a structure that works, the rules that stop a bot inventing answers, and how to change it without breaking what already worked.About 15 minutes
- 4How to test your bot before customers meet itThe eight questions worth asking before you let a bot answer for you, how to read what it did, and the failures that only show up on a real phone.About 15 minutes
02
Campaigns and broadcasts
Send to a list without putting the number at risk, and read what came back.
03
Store integrations
WooCommerce, Shopify, Google Sheets and webhooks, so orders and carts reach WhatsApp by themselves.
- 1How to connect WooCommerce to ReplaiInstall the plugin, paste two values, and have orders reach WhatsApp the moment they are placed. Plus what the optional API key adds, and why you want both.About 10 minutes
- 2How to connect Shopify to ReplaiPoint Shopify's order webhooks at Replai, add an optional read-only token, and get order updates going out on WhatsApp from your own number.About 10 minutes
- 3How to set up WhatsApp order updates that customers actually wantChoose which order statuses trigger a message, write them so they answer the question before it is asked, test safely, and switch sending on when you mean to.About 20 minutes
- 4How to connect Google Sheets for leads and order lookupTwo separate jobs one sheet binding does: writing captured leads into a spreadsheet, and letting the bot answer where an order is from a sheet you already export.About 10 minutes
- 5How to recover abandoned carts and unpaid orders on WhatsAppTwo different recoveries with two different rules: a checkout somebody never finished, and an order that was placed but never paid. How to time both without nagging.About 15 minutes
- 6How to send Replai events to your own system with webhooksThe four events Replai can post to your endpoint, how to verify the signature so you can trust them, and what to build with them.About 15 minutes
04
Settings explained
What every switch on the settings page does, and which ones actually matter.
- 1Auto-reply rules explained: who the bot answers and when it steps backThe five settings that decide when your bot speaks: standing down when you reply, who it answers, voice replies, pausing it entirely, and the sending limits that protect the number.About 10 minutes
- 2Business settings explained: name, opening hours and payment QRWhat the business name actually changes, how opening hours decide when an away message answers instead of the bot, and when a payment QR is worth setting up.About 10 minutes
- 3Escalation emails explained: the seven categories and which to switch onHow Replai decides a conversation needs a person, what each of the seven categories actually catches, and why switching them all on is the fastest way to ignore them.About 10 minutes
- 4How to run more than one WhatsApp number from one workspaceAdding a second line, what it inherits from the first, changing the number behind an existing bot without losing its history, and how many each plan allows.About 10 minutes
05
Running it day to day
Taking over a thread, reading flagged conversations, watching usage and billing.
- 1How to take over a conversation from the botStepping in without talking over the bot, what happens when you reply from your phone instead, and the small tools around a thread: notes, reminders and the customer profile.About 10 minutes
- 2How conversations are counted, and what to do at the capWhat counts as a conversation, how a long thread costs more than one, what happens when you run out, and when a Conversation Pack beats moving up a plan.About 10 minutes