Step 1 – Home Screen (Chat)

• Once logged in, the SendApp Agent Dashboard.

• From the left side menu you can access all sections: Chat, Account, Contacts, Campaigns, Applications, Appointments, Reports, API, Profile, Security, Billing & Plans, Vouchers, AI Settings.

• In the central part see the section Chat, but there are no conversations available yet.

• At the top you can select a WhatsApp account to connect, start a Broadcast or do a test.

 

 

Step 2 – Adding a new account

• From the side menu, click on Account.

• Here you find the Account Table, which is initially empty.

• To add a new account, press the green button “+ Add New Account”.

 

Step 3 – Basic Account Setup

• In the configuration window enter:

  • Account Name (Eg. myCards).

  • Greeting Message (Eg. Hi, I'm the myCards virtual assistant. How can I help you?).

  • Default Message to be shown when the AI fails to respond (e.g. Unfortunately, I can't answer this question. If you'd like, I can put you through to an operator.).

• Section AI Personalization: you can enter custom rules, for example: “You must be courteous and professional, understand the customer's needs, offer advice without being too verbose, and give clear answers.”

• You can also decide whether to allow operator intervention

 

 

Step 4 – Setting availability and hours

• You can activate the function Working hours.

• Set working days (e.g. Monday to Friday).

• Define shifts:

  • Morning: 09:00 – 13:00

  • Afternoon: 3:00 PM – 7:00 PM

• Set the jet lag (e.g. Europe/Rome).

• You can enable vacation mode to mark your business as closed regardless of hours.

• At the end you press Save.

Step 5 – Creation successful

• After completing the account setup, a notification appears at the top right “Success – Account created successfully”.

• In Account Table now the new account created appears, with:

  • First name: myCards

  • Token automatically generated

  • State: Active working hours

• There are three available actions next to it:

  • Manage Training

  • Edit

  • Delete

 

Step 6 – Accessing the AI Training section

• By clicking on Manage Training enter the page of AI Training Setup.

• Here you can choose the training method and decide how to provide data to your assistant.

• There are two tabs:

  • Trainings (to upload or import data)

  • Automatic replies (to customize the preset responses).

 

 

Step 7 – Choosing the training method

• In the drop-down menu “Select Training Method” There are several options:

  • Upload File (PDF or TXT)

  • Enter URL

  • Enter Sitemap URL

• In this example the option is chosen Enter URL.

 

Step 8 – Entering the URL

• After selecting “Enter URL”, the dedicated field for the website appears.

• In this case the address is entered: https://mycards.live.

• This allows AI to access site content and use it as a knowledge base to respond to users.

• To start the process, just click on Start Training.

Step 9 – Activating the AI

• After training, in the screen Chat the notification appears: “Success – AI has been enabled for all applications”.

• At the top you can select the created account (myCards) and start using it for conversations.

 

Step 10 – AI Testing

• From the button Trial, you can simulate a test conversation with the assistant.

• In this example, the user asks: “What is mycards?”

• The AI responds with a detailed description of the service, demonstrating that it has learned the information from the website or trained sources.

• This step is to verify that the AI is working properly and responding in a helpful and professional manner.

 

Step 11 – Integration with other applications

• From the side menu, entering Applications, you can integrate SendApp Agent with several tools:

  • Chat Widget (to insert the assistant into the website)

  • Google Calendar (to manage appointments and meetings)

  • Product Stock (for WooCommerce, Prestashop, Shopify e-commerce)

  • Telegram (to automate conversations on the Telegram channel)

  • WhatsApp Meta (integration via official APIs)

  • WhatsApp Web (integration via web session, already active in the example)

 

Step 12 – WhatsApp Web Setup

• Select the application WhatsApp Web and connect the account.

• From the drop-down menu, choose the account (e.g. myCards).

• Follow the setup instructions:

  1. Click on Create WhatsApp Instance.

  2. Click on Get QR Code.

  3. Scan the QR code with the WhatsApp app on your phone.

  4. Check the connection status.

  5. Activate the “Active” option to make the integration operational.

• Note: Each account can only have one active instance and QRs expire after 15 seconds.

 

 

 

Step 13 – Installing the Chat Widget on Your Site

• From the menu Applications In SendApp, select Chat Widget and configure the details:

  • Allowed domain (Eg. mycards.live).

  • WhatsApp number to connect.

  • Default WhatsApp message (optional, for example: “Hi! I'd like to get in touch with you.”).

  • Widget position (bottom right, left or full screen).

• Activate the widget and copy the Installation code generated.

• Paste the script into your site to display the chat.

 

Step 14 – Customizing the Widget

• You can configure:

  • Linked Account (Eg. myCards).

  • Widget title (Eg. myCards Support).

  • Primary color of the widget.

  • Widget logo (optional).

  • Welcome message (Eg. “Hello, how can I help you?”).

• After making changes click on Save Settings.

 

Step 15 – Chat from the site with AI

• Once installed, the widget appears on the site.

• A customer writes via chat (e.g. “Hello, I would like to receive more information about your products.”).

• The virtual assistant automatically responds with a clear and detailed description, providing all the useful information.

 

Step 16 – WhatsApp Conversations

• When customers write via WhatsApp, the messages appear in the dashboard Chat of SendApp Agent.

• Example: Andrea asks “Hello, how do the cards work?” and the AI responds by illustrating the main features and types of cards available.

 

Step 17 – Escalation to a human operator

• If a customer asks to speak to an operator (e.g. writes “I would like to receive an operator”), the AI recognizes the request and passes the conversation on.

• The operator takes over by writing directly in chat (e.g. “Hello, I'm the operator. How can I help you?”).

• This way, automated management is integrated with human assistance.

 

Step 18 – Managing Conversations

• Each chat can be managed from the dashboard.

• Available options:

  • Mark as completed

  • Archive

  • Delete conversation

• This allows you to maintain orderly customer management and track the status of requests.