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.

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Customer Service & Control

Unified Live Inbox, Takeover & Admin Commands

Supervise all active customer conversations in real time across WhatsApp, Instagram, Facebook Messenger, and Web Chat. Intervene with 1-click human takeover, manage contacts, and execute admin commands directly inside WhatsApp.

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Unified Live Inbox (/dashboard/conversations)

Eliminate fragmented chat windows. All customer interactions across WhatsApp, Instagram DMs, Facebook Messenger, and Live Web Chat stream into a single real-time console:

Smart Status Filters

Filter by All, Needs Attention (customer requested a human), AI Handling, or Human Handled.

Live Activity Indicator

See what your AI agent is replying in real time as messages arrive, complete with retrieved context badges.

Multi-Agent Support

Your sales and support agents can log in simultaneously without sharing phone hardware or WhatsApp Web sessions.

2

1-Click Human Takeover & Auto-Pause

You always have the final say. If a VIP client needs special attention or an unusual request arrives, seamless handoff keeps the conversation natural:

Instant Dashboard Mute

Click Take Over on any chat thread. The AI is immediately silenced on that contact. Type manual responses, attach PDFs, or send custom pricing. When finished, click Resume AI.

Staff Auto-Pause Protection

If a merchant team member replies directly from the WhatsApp mobile app, AutoBiz detects the outgoing message and automatically pauses AI replies for a configurable window (e.g. 30 minutes) to prevent awkward collisions.

3

WhatsApp In-Chat Admin Commands

Business owners are often on the move. Manage your agent directly from your personal WhatsApp without logging into a web browser:

WhatsApp Mobile Direct Reply Auto-Pause & 1-Click Takeover

AutoBiz gives you complete flexibility to supervise and intervene in conversations from desktop or mobile:

1-Click Human Takeover
Click the "Take Over" toggle in your Live Team Inbox (/dashboard/conversations) to instantly mute the AI on any thread.
WhatsApp Mobile Echo Pause
Reply to any customer directly from your WhatsApp mobile application. AutoBiz detects your message and pauses the AI for 24 hours.
Configurable Auto-Resume
Customize the pause duration in Settings or click "Resume AI" whenever you are ready for the bot to assist again.
Omnichannel Synchronization
Human replies sent across WhatsApp, Instagram DMs, or Facebook Messenger are synced in real time to your central inbox.
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Customer CRM & Contact Segmentation (/dashboard/contacts)

Every conversation automatically enriches your merchant CRM with actionable customer data:

Automated Profile Building

AutoBiz logs verified phone numbers, preferred names, shipping addresses, past order history, and lifetime LKR spend for every customer who interacts with your business.

Custom Tags & Segmentation

Assign tags like VIP, Wholesale, or Inquiry Only. Use these tags to target broadcast campaigns or prioritize inbox triage.

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