Quick Start Guide

By The End

• created your workspace
• opened the bot builder from ReplyBase
• connected at least one live channel
• confirmed where conversations, contacts, and leads appear in the dashboard

Step 1: Create Your Account

• 1. Visit app.replybase.co.uk.
• 2. Open Sign Up.
• 3. Choose Google sign-in or Email and password registration.
• 4. If you register with email and password, ReplyBase creates a new tenant workspace automatically.
• 5. After sign-in, you land in the main dashboard.

Step 2: Choose Your Plan

ReplyBase currently shows four plans in the pricing and billing flow:

Paid plans currently advertise a 14-day free trial in the UI. You can upgrade from the Billing page or start from the Pricing page.

Step 3: Create Your First Bot

• 1. Open Bots from the left sidebar.
• 2. Review bots already in your workspace.
• 3. Use bot creation flow if you need a new bot.
• 4. Use Launch Builder to open the external builder.
• 5. After creating your bot, open its detail page and assign an Entry Flow. Without this, webchat will only use AI fallback responses — structured conversation flows will not run.

Step 4: Design Your Conversation Flow

ReplyBase currently supports two conversation-design surfaces:

• the external builder launched from Bots
• the in-app Flows area for creating and managing flows

In Flows, you can:

• create, edit, duplicate, activate, deactivate, and assign flows
• review lead and session counts per flow

Step 5: Connect Your First Channel

ReplyBase currently exposes three user-facing integration screens:

• Facebook Pages
• Telegram Bot
• Webchat Widget

Option A: Facebook Pages

• 1. Open Facebook Pages from the sidebar.
• 2. Click Connect with Facebook.
• 3. Authorize ReplyBase to access pages you manage.
• 4. Select the page you want to link.
• 5. Go to AI Status to enable AI replies for that page.

Option B: Telegram Bot

• Prerequisite: create at least one bot in Bots first.
• 1. Open Telegram Bot from the sidebar.
• 2. Select which ReplyBase bot should power Telegram replies.
• 3. Paste the bot token from BotFather (usually number:secret).
• 4. Optionally set a friendly internal channel name.
• 5. Click Connect Bot.
• Keep your token private. ReplyBase stores it encrypted at rest.

Option C: Webchat Widget

• 1. Open Webchat Widget from the sidebar.
• 2. Choose a bot.
• 2a. Confirm the bot has an Entry Flow set. The Webchat Widget page shows a warning banner if it does not. Open the bot in Bots to assign one before going live.
• 3. Create or select a web channel.
• 4. Configure title, primary color, and welcome message.
• 5. Save site configuration and allowed domains.
• 6. Copy embed snippet into your website.
• 7. Use the built-in test harness before going live.

Step 6: Test Your Bot

• 1. Send a real test message through the connected channel.
• 2. Open Conversations to confirm the record exists.
• 3. Open Contacts to confirm profile creation.
• 4. Open Leads if your flow collects lead data.
• 5. Open Activity only for a basic overview; it still uses placeholder/mock data.

Step 7: Know Where To Manage Things

• Dashboard: AI status, connected pages, engine status, recency.
• Bots: bot list and builder launch.
• Flows: flow lifecycle and assignment.
• Facebook Pages: page connection and status.
• Telegram Bot: token setup and webhook logs.
• Webchat Widget: setup, keys, embed, diagnostics.
• Billing: plan state and customer portal.
• Settings: basic account details only right now.

Known MVP Limits

• The Activity page is not backed by a full real event feed yet.
• Usage accounting and advanced analytics are partially implemented.
• Settings is currently a lightweight account page, not full workspace administration.