Documentation & Guides

AutoBiz Platform Documentation

Technical guides, architecture overviews, and integration references for managing your AI sales agent across WhatsApp, Instagram, Facebook Messenger, and Web Chat.

Setup & Deployment

Deploying Your AutoBiz AI Agent in 5 Steps

Follow this practical 5-step checklist to connect your Meta Omnichannel credentials (WhatsApp, Instagram DMs, Facebook Messenger, and Web Chat), train your consultative AI agent, set up your built-in catalog, and launch live on your business channels.

Path 1 · Assisted Onboarding

Guided Business Setup Form

Prefer not to configure credentials yourself? Complete our assisted onboarding form with your business hours, product list, and voice notes. Our engineering team will configure and verify your agent for you.

Open Business Setup Form
Path 2 · Self-Service

Direct Dashboard Setup Wizard

Create an account, enter your dashboard, and use the interactive Setup Wizard (/dashboard/setup-wizard) to connect Meta credentials, import inventory, and train knowledge step-by-step.

Create Merchant Account
1

Connect Official Meta Channels (WhatsApp, Instagram DMs, Facebook Messenger)

AutoBiz operates exclusively via official Meta enterprise APIs (fully approved and recognized by Meta—using our service will never get your accounts banned). In your dashboard under Settings → Channel Connections, configure your channels:

WhatsApp Cloud API

Enter Phone Number ID, WABA ID, and Permanent Access Token with webhook notifications.

Instagram DM

Connect your Instagram Professional account to automate replies to story mentions, DMs, and reels.

Facebook Messenger

Link your Facebook Business Page to engage ad leads and answer incoming buyer messages 24/7.

2

Train Business Knowledge (4 Ingestion Modalities)

AutoBiz operates strictly on merchant-verified facts. Under Train AI (/dashboard/train-ai), add your context using four native ingestion channels:

Website URL Crawler
Scrapes pages, store info & FAQs
Document Ingestion
PDF, TXT, DOCX catalogs & warranties
Voice Note Training
Record brain dumps via Whisper STT
Knowledge-Gap Inbox
Log unhandled questions & train in 1 click
3

Configure Trilingual Sales Tone, Hours & Negotiation Guardrails

Under AI Profile & Settings (/dashboard/ai-profile & /dashboard/ai-settings), configure:

  • Language Preferences: Native Sinhala, Tamil, English, and romanized Singlish ("mchn delivery thiyenawada?"). The agent automatically matches customer language.
  • Tone of Voice: Professional, Friendly, Consultative, or Casual sales persona.
  • Operating Schedule: Set weekly business hours and Poya/holiday closures under Business Hours.
  • Human Takeover Auto-Pause: When staff replies manually from the dashboard live inbox, the AI auto-pauses for a configurable period (default 30 minutes).
4

Add Inventory Catalog, Orders & Hosted Web Storefront

Hosted Web Store (/dashboard/shop)

Every merchant receives a free mobile storefront hosted at autobiz.lk/shop/[slug] with custom brand colors, hero banners, product variations, and WhatsApp cart checkout.

Order Taking & Payment Receipts

The AI collects recipient delivery details, checks stock availability, supports Cash on Delivery (COD), and attaches uploaded bank transfer receipts to pending orders for staff review.

5

Simulate in Sandbox (/dashboard/test-agent) & Go Live

Open Test Agent in your dashboard to simulate customer dialogues safely in a private sandbox. Test Singlish inquiries, ask about inventory and shipping fees, and verify appointment scheduling. Once satisfied, top up your prepaid LKR wallet and flip the status toggle to ACTIVE.