Quick Start Guide
Get Bob live and replying to customers in under 10 minutes. Five steps, in order.
1. Create your account and agent
Sign up at bobwork.ai and create your first agent. Give it a name that represents your business — for example "Acme Support Bot".
- Click Start Free Trial
- Sign up with Google or email
- Follow the onboarding to create your first agent
2. Build your knowledge base
This is the most important step. Bob needs to know your business before it can help your customers.
- Go to My Knowledge in your agent sidebar
- Paste your website URL and click Crawl
- Optionally upload any documents — price lists, brochures, FAQs
- Click Generate Knowledge Base and wait one to three minutes
3. Customise your agent
Set Bob's tone, language and greeting so it matches your brand.
- Go to Settings in your agent sidebar
- Set your Tone — Friendly, Professional, Casual, and so on
- Write a Greeting Message for new conversations
- Click Save
4. Connect WhatsApp
Link your WhatsApp number so Bob can start chatting with customers.
- Go to WhatsApp in your agent sidebar
- Click Connect WhatsApp and scan the QR code
- Enable Auto Reply in Settings
5. Test, then go live
Send a test message to your connected WhatsApp number. Bob should reply within seconds.
Things worth testing before you tell customers about it:
- Ask about one of your products or services
- Ask a pricing question
- Ask something Bob would not know, and check the fallback message
- Try a plain greeting like "Hi"
Test from a phone that is not the connected number. A number cannot message itself, and this is the most common reason a first test looks like a failure.
Happy with the responses? You are live. Share your WhatsApp number with customers and Bob handles the rest.
Frequently Asked Questions
How long does the first setup actually take?
Ten minutes covers creating the agent, crawling your site and connecting WhatsApp. The part that decides whether the agent is any good is the knowledge base, and that is worth more than ten minutes — most businesses spend an hour getting their price list, policies and common questions in properly.
Can I test the agent before it talks to real customers?
Yes, and you should. Connect the channel but leave Auto Reply off, then message the number yourself. Bob drafts replies you can read without anything being sent to a customer.
What happens if Bob does not know an answer?
It uses the fallback message you set in Settings and, if you have configured escalation, hands the conversation to your team rather than guessing.
Up next
Building your knowledge base
Your knowledge base is what Bob knows about your business. The more you put in, the better it answers.
Still need help?
Our team is available Mon–Fri, 10 AM–6 PM MYT (GMT+8).