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Chatbot (Beta)

Camila avatar
Written by Camila
Updated over a week ago

This feature is available on the Business Plan. Learn plans and features.

Let AI Help You Reply Faster with Chatbot

Let AI help you reply faster to your customers automatically. This beta feature can respond to common questions, set expectations, and keep customers engaged even when you're unavailable.

The chatbot works in two places:

If you have WhatsApp integration, you can use the chatbot in both places



How It Works

The chatbot feeds directly from your store information: products, pages, delivery methods, delivery types, payment options, and more. It can also handle extra details you provide.

You can manage everything in Chats > Chatbot.


How Customers See Your Chatbot

Depending on where you’ve enabled it, customers can use your chatbot in two ways:

  • On your Take App store: It appears in the side menu: “Chat with AI”. When clicked, a chat window opens.

  • On WhatsApp: If you’ve enabled the WhatsApp chatbot, customers can chat with it directly in your WhatsApp Business number.



Setting Up Your Chatbot

1. Add Special Instructions

You can add special instructions to guide your chatbot’s responses.

Note: the chatbot already knows all public info from your Take App store, so you can only add what’s extra or specific.

2. Ice Breakers (WhatsApp only)

Ice breakers are clickable questions shown when a customer first opens the chat on WhatsApp (max 4). They help start the conversation.

Examples:

  • “Where are you located?”

  • “How do I order?”


3. Choose an Identity

You can choose an identity for your chatbot, which changes both how it replies and the avatar customers see. The identity you select sets the tone of all chatbot responses, so customers experience your brand voice consistently.

We offer 5 preset identities:

  • Take AI: Formal and professional

  • Choki: Warm and friendly

  • Latte: Casual and approachable

  • Popcorn: Witty and playful

  • Queso: Concise and to the point

You can also create a Custom identity if you want your own style and voice.

4. Enable WhatsApp Chatbot

To use the chatbot in WhatsApp, turn on the toggle Enable WhatsApp chatbot​



Managing Chats

  • You can view all chatbot-handled chats in Chats > Inbox.

  • If you use your chatbot on WhatsApp, and you reply from the Inbox or WhatsApp Business App, the conversation will automatically switch to manual mode.

  • You can toggle auto-replies on or off for each chat.


Evaluating Your Chatbot

It’s important to test and refine your chatbot.

  1. Go to Inbox > Chatbot > Go to Test.

  2. You’ll see 24 default questions like “What are your products/services?”

  3. Click on Evaluate questions. The chatbot will answer them all.

  4. For each question, mark the answer as Good or Poor. If Poor, you can leave feedback to improve future responses.

  5. Run the test again to see improvements.

  6. You can also add your own test questions by typing them into the bar and clicking “Add question.” Then re-run Evaluate questions.


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