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Docs

Documentation

Reference docs and setup guides for BotMax AI. If you can’t find what you need, our team can help you configure the best workflow.

Getting Started

Setup checklist, onboarding, and your first automation workflow.

  • βœ“ Account setup
  • βœ“ Agents & roles
  • βœ“ First workflow

WhatsApp Automation

Templates, flows, broadcasts, contact management, and reporting.

  • βœ“ Templates
  • βœ“ Flow builder
  • βœ“ Broadcasting

Billing & Commerce

Payment links, reminders, and (on eligible plans) eCommerce checkout.

  • βœ“ Payment gateway
  • βœ“ Reminders
  • βœ“ Checkout (BETA)

Security & Compliance

Best practices for access control, data handling, and audit readiness.

  • βœ“ Access control
  • βœ“ Logging
  • βœ“ Privacy