Introduction
What is WhatsApp Bot?
A WhatsApp Bot is an automated tool that interacts with users on the WhatsApp messaging platform. It can send and receive messages, handle customer inquiries, provide information, and perform various tasks without human intervention. This tool is ideal for businesses looking to enhance customer engagement and streamline communication processes.
What is CogniVis AI?
CogniVis AI is a platform that enables you to pull data from different
sources and combine them with each other to
create practically useful AI tools. Sources may include
your internal company knowledgebase and a variety of
most popular business apps like GitHub, Jira, Slack,
and more.
This enables you to easily create
AI chatbot assistants (internal),
custom generators and even
embeddable AI chat widgets trained on your data.
How CogniVis AI works with WhatsApp Bot?
The WhatsApp Bot Connector integrates seamlessly with WhatsApp to facilitate automated customer interactions, streamline communication, and provide actionable insights in real-time.
Key Benefits:
- Workflow Optimization:
- Seamless integration with organizational data sources
- Instant access to relevant information through WhatsApp
- Process Automation:
- Automated responses based on predefined triggers
- Streamlined handling of routine queries and tasks
- Actionable Insights:
- Real-time delivery of data-driven insights
- Context-aware responses powered by integrated data sources
How to start testing
At this point of the implementation there should be a spreadsheet with some basic, publicly available data about your organization members added to the bot.
Start by asking a question about yourself, for example:
Message: @CogniVis.AI can you write an exciting introduction for John Doe?
The key thing you need to remember is to correctly tag the bot in your messages.
Input the @ character, start typing the bot's name, and
select it from the list of suggestions.
When tagged correctly, the name of the bot should be highlighted in
blue.
After you send the message, the bot will react with an đź‘€ eyes emoji - this is an indication that CogniVis is reading your message and will provide an answer shortly.
Other example questions you could ask the bot (depending on the data you provided):
Message: @CogniVis.AI do we have any members from the tech industry?
Message: @CogniVis.AI what is the LinkedIn profile of Jane Doe?
Message: @CogniVis.AI who is the chair of finance in our organization?
Things to keep in mind
Since WhatsApp is just a messaging platform, there are some limitations to what you can do with your bot.
CogniVis doesn't see previous WhatsApp messages
Due to privacy reasons, CogniVis.AI can't see any messages that were sent before you tagged the bot. This means that if you want to ask a question, you need to include the full context in the message in which you tag the bot.
Bad context example:
Good context example:
You need to tag @CogniVis.AI in every question
As explained in the previous section, you need to tag the bot in every question you ask. If you don't tag the bot, it won't be able to provide an answer. Also - editing the message after sending it will not work, so make sure to tag the bot correctly before sending the message.
CogniVis can only rely on data you provide to it
Most implementations of CogniVis start with a very basic source setup that includes:
- A "Members" spreadsheet with some publicly available data about your organization members - so that you can start testing the bot quickly
- A Google Drive folder, so that you are able to easily add more data to the bot
CogniVis won't know anything outside of this data, so don't expect it to know anything about your organization that you haven't provided to it.
Assistant from the instance
Every public assistant you add to the instance can be triggered on WhatsApp using /assistant.
This works both in WhatsApp groups and private conversations.
If the assistant has a multi-word name, the words should be connected with a hyphen. Letter casing does not matter.
Many questions at once might confuse the bot
If you ask the bot multiple questions at once, it might get confused and not provide an answer to any of them.
This is a limitation related strictly to WhatsApp. When you ask the bot a question, it needs to send it out of WhatsApp, process it, and then send the answer back to WhatsApp. WhatsApp API takes a few seconds to send the message, so if you ask another question, before the previous one has been answered - it may cause a lack of response.
How to add new sources
If you want to add more data to the bot, you can do it by adding new sources to the Google Drive folder.
The bot will automatically update its knowledge base with the new data you provide within 10 minutes.
You can add more spreadsheets, PDFs, or other files that you want the bot to know about.
The link to the Google Drive folder for your organization should be provided in the WhatsApp group where you are testing the bot.
Free trial
If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.
book a demoOn-premise
Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.
This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.
Contact our team & learn about options of deploying this connector on premise.
book a demo learn more about on-premise aiUse cases
Check out potential benefits and use cases for this connector.
Automated Information Retrieval
CogniVis AI can pull data from connected sources and provide instant answers to organizational queries through WhatsApp. This eliminates the need to search through multiple systems manually, streamlining access to internal information and boosting efficiency.
Streamlined Workflow Automation
By integrating organizational data with WhatsApp, CogniVis AI can automate routine workflows, such as sending updates, scheduling reminders, or triggering predefined actions based on user requests, reducing manual workload and saving time.
Real-Time Data Insights
CogniVis AI can analyze data from integrated sources and deliver real-time insights directly on WhatsApp. This allows users to quickly access reports, status updates, and key metrics, supporting faster, data-driven decision-making.
Centralized Knowledge Access
The AI assistant can serve as a centralized hub for organizational knowledge. Employees can retrieve policies, procedures, or project updates directly through WhatsApp, ensuring quick and easy access to critical information.
Automated Notifications and Alerts
CogniVis AI can send automated alerts on WhatsApp based on predefined triggers, such as system updates, approaching deadlines, or changes in project status. This helps ensure timely communication and keeps relevant stakeholders informed.
Internal Process Support
By leveraging connected data sources, CogniVis AI can assist with internal processes like onboarding, IT support, or HR inquiries. It provides instant answers to frequently asked questions, streamlining internal operations and reducing response time.
Instant Query Handling
CogniVis AI can process and respond to user queries in real time, providing relevant organizational information directly on WhatsApp. This ensures fast, on-demand support for employees without the need to switch to other tools or platforms.
Task and Deadline Tracking
CogniVis AI can track ongoing tasks and deadlines, sending timely reminders and updates through WhatsApp. This helps teams stay organized, prioritize tasks, and ensure that critical deadlines are met.
Knowledge Base Updates
CogniVis AI can automatically update the organization’s knowledge base by gathering new information, processing it, and sharing updates on WhatsApp. This ensures that the knowledge base remains up-to-date without requiring manual intervention.
Personalized Assistance
CogniVis AI can offer personalized assistance on WhatsApp, tailoring responses based on an individual’s role, previous interactions, or preferences. This improves the user experience and makes internal support more efficient.