Getting started

Name: Botami
Rating: 4.8 (150 reviews)

Botami gives your business three AI assistants, managed from a single dashboard: the chatbot on your website, the callbot on your phone line and the WhatsApp agent on your WhatsApp Business number. All of them answer from your own information, collect contacts and book appointments.

The three assistants

Assistant	Where it answers	What it does	Billing
Chatbot	On your website (widget at the bottom of the page)	Answers visitors, qualifies contacts, books appointments, asks your qualification questions	Conversations per month
Callbot	On a dedicated phone number	Picks up 24/7, informs, books appointments, transfers to your team, sends a call report	Minutes per month
WhatsApp agent	On your WhatsApp Business number	Answers your customers on WhatsApp, alongside your app	Conversations per month

Each assistant has its own subscription, managed independently from “Plan and invoices” (Account group of the sidebar). You can use only one of them.

Your first chatbot

1
Your website
Sidebar → Chatbots → create button: the guided start opens. Pick your site's platform and enter its address (for example https://www.mysite.com). The widget only answers on this domain and its subdomains. The chatbot name is optional and only visible to you: left empty, it is the site's domain, followed by “(2)”, “(3)”… if already taken; a name you type must be unique. Several chatbots can serve the same site.
2
Prepare the agent
Botami reads your public pages to prepare a first knowledge base. You check what it understood; everything can be edited later.
3
Goal and style
What the agent must achieve (inform, generate leads, book appointments), its messages and its look on your site. As soon as the objective sends emails (leads, appointments, guest support), the “Who receives the requests?” field asks for the addresses to notify.
4
Install
Add the code or the plugin (see “Installing the chatbot”), then enter a page of your site: Botami checks that the widget and your key are there.
5
Test
Open your site in a private window, ask a few questions, and adjust the knowledge base if an answer is missing.

Everything shown at each step is saved, even if left as is. “Save and finish later” lets you pick up where you left off, from your chatbot list. Finer settings (availability, questions to ask, notification addresses) are then done in the chatbot's page or in the “Full assistant”.

The free Essential plan lets you test with one chatbot and a small conversation quota, no credit card needed.

Chatbots list — Chatbots page: your chatbots, their objectives and their conversations this month.

Finding your way around the dashboard

Home: “Getting started” (verify your email, create a first agent, complete billing details, unanswered questions), one card per product with its usage, the seven-day report preview and recent activity.
Agents: Chatbots, Callbots and WhatsApp. Each page shows your agents as cards (All / Active / Inactive filter); “Open” leads to the agent's page, with its settings tabs.
Activity: Conversations (calls, WhatsApp messages and chatbot conversations), Leads, Appointments and Reports (Chatbots, Callbots and WhatsApp tabs).
Connections: one page with three tabs. Integrations (calendars and other tools shared by all your agents, shortcuts to your agents and their plans), Automations (API actions and webhooks) and Claude connector.
Account: Plan and invoices (plans, payment card, invoices; administrators) and Settings and team (Team, My profile, Security, Preferences, My data tabs), then Support (your requests to the Botami team).
At the bottom of the sidebar: the documentation, your account and sign-out.

Dashboard home: a summary per assistant (chatbots, callbots, WhatsApp).

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Contact support

The three assistants

Assistant	Where it answers	What it does	Billing
Chatbot	On your website (widget at the bottom of the page)	Answers visitors, qualifies contacts, books appointments, asks your qualification questions	Conversations per month
Callbot	On a dedicated phone number	Picks up 24/7, informs, books appointments, transfers to your team, sends a call report	Minutes per month
WhatsApp agent	On your WhatsApp Business number	Answers your customers on WhatsApp, alongside your app	Conversations per month

Each assistant has its own subscription, managed independently from “Plan and invoices” (Account group of the sidebar). You can use only one of them.

Your first chatbot

Your website

Sidebar → Chatbots → create button: the guided start opens. Pick your site's platform and enter its address (for example https://www.mysite.com). The widget only answers on this domain and its subdomains. The chatbot name is optional and only visible to you: left empty, it is the site's domain, followed by “(2)”, “(3)”… if already taken; a name you type must be unique. Several chatbots can serve the same site.

Prepare the agent

Botami reads your public pages to prepare a first knowledge base. You check what it understood; everything can be edited later.

Goal and style

What the agent must achieve (inform, generate leads, book appointments), its messages and its look on your site. As soon as the objective sends emails (leads, appointments, guest support), the “Who receives the requests?” field asks for the addresses to notify.

Install

Add the code or the plugin (see “Installing the chatbot”), then enter a page of your site: Botami checks that the widget and your key are there.

Test

Open your site in a private window, ask a few questions, and adjust the knowledge base if an answer is missing.

The free Essential plan lets you test with one chatbot and a small conversation quota, no credit card needed.

Chatbots page: your chatbots, their objectives and their conversations this month.

Finding your way around the dashboard

Home: “Getting started” (verify your email, create a first agent, complete billing details, unanswered questions), one card per product with its usage, the seven-day report preview and recent activity.

Agents: Chatbots, Callbots and WhatsApp. Each page shows your agents as cards (All / Active / Inactive filter); “Open” leads to the agent's page, with its settings tabs.

Activity: Conversations (calls, WhatsApp messages and chatbot conversations), Leads, Appointments and Reports (Chatbots, Callbots and WhatsApp tabs).

Connections: one page with three tabs. Integrations (calendars and other tools shared by all your agents, shortcuts to your agents and their plans), Automations (API actions and webhooks) and Claude connector.

Account: Plan and invoices (plans, payment card, invoices; administrators) and Settings and team (Team, My profile, Security, Preferences, My data tabs), then Support (your requests to the Botami team).

At the bottom of the sidebar: the documentation, your account and sign-out.

Dashboard home: a summary per assistant (chatbots, callbots, WhatsApp).