# Agentory Bot Documentation

> **Agentory Bot** - Your all-in-one automation platform for voice calls, WhatsApp, email campaigns, content generation, task management, and custom AI agents.

***

## 📋 Table of Contents

* [Getting Started](#getting-started)
* [Features Overview](#features-overview)
* [Voice Agents](#voice-agents)
* [WhatsApp Agents](#whatsapp-agents)
* [Email Agents](#email-agents)
* [Text & Content Agents](#text--content-agents)
* [Task & Reminder Agents](#task--reminder-agents)
* [No-Code Builder](#no-code-builder)
* [Configuration](#configuration)
* [API Integration](#api-integration)
* [Troubleshooting](#troubleshooting)
* [Support](#support)

***

## 🚀 Getting Started

### Quick Start

1. **Start the bot** by sending `/start` command
2. **Choose your agent type** from the main menu
3. **Configure your services** (optional for advanced features)
4. **Begin automating** your workflows

### Main Menu Options

| Agent Type                    | Description                                    |
| ----------------------------- | ---------------------------------------------- |
| 🎙️ **Voice Agents**          | Make automated voice calls with text-to-speech |
| 📱 **WhatsApp Agents**        | Send WhatsApp Business messages and campaigns  |
| 📧 **Email Agents**           | Create and send email campaigns                |
| 📝 **Text & Content Agents**  | Generate high-quality content with AI          |
| 📋 **Task & Reminder Agents** | Manage tasks, deadlines, and reminders         |
| 🛠️ **No-Code Builder**       | Create custom AI agents without coding         |
| 💼 **Business Logic Agents**  | Advanced automation workflows                  |

***

## 🎙️ Voice Agents

### Overview

Voice Agents allow you to make automated phone calls using text-to-speech technology powered by Infobip.

### Features

* ✅ **Custom Numbers**: Select from pre-configured phone numbers
* ✅ **Text-to-Speech**: Convert your message to natural speech
* ✅ **Call Tracking**: Monitor call status and history
* ✅ **International Support**: Make calls worldwide
* ✅ **Female Voice**: Uses "Joanna" voice for professional sound

### How to Use Voice Agents

#### Step 1: Select a Number

1. Click **"Voice Agents"** from main menu
2. Choose **"Select a Custom Number"**
3. Pick a phone number from the available list

#### Step 2: Enter Recipient

1. Enter the phone number to call (international format)
2. Format: `+1234567890`
3. Ensure compliance with local regulations

#### Step 3: Create Message

1. Enter your message content
2. Message will be converted to speech
3. Keep it clear and concise for best results

#### Step 4: Confirm & Send

1. Review call summary
2. Click **"Confirm Call"** to initiate
3. Monitor call status in real-time

### Call Status Types

| Status           | Description                |
| ---------------- | -------------------------- |
| 🟡 **Pending**   | Call is being prepared     |
| 🔄 **Initiated** | Call is in progress        |
| ✅ **Completed**  | Call finished successfully |
| ❌ **Failed**     | Call failed to connect     |

### Best Practices

* Keep messages under 2 minutes for better engagement
* Use clear, professional language
* Test with your own number first
* Check local regulations for compliance
* Avoid calling during off-hours

***

## 📱 WhatsApp Agents

### Overview

WhatsApp Agents integrate with Meta Business API to send automated WhatsApp messages and manage campaigns.

### Features

* ✅ **Business API Integration**: Connect with WhatsApp Business
* ✅ **Meta Verification**: Secure credential verification
* ✅ **Campaign Management**: Create and track WhatsApp campaigns
* ✅ **Status Monitoring**: Real-time verification status
* ✅ **Professional Setup**: Business-grade messaging

### Configuration Process

#### Step 1: WhatsApp Business Setup

Before using WhatsApp Agents, you need:

* **WhatsApp Business Account**
* **Meta Business Manager Account**
* **Verified Business Information**
* **Dedicated Business Phone Number**

#### Step 2: Bot Configuration

1. Click **"WhatsApp Agents"** → **"Configure WhatsApp"**
2. Enter your **WhatsApp Business phone number**
3. Provide your **Meta Business email**
4. Enter your **Meta Business password**
5. Submit for verification

#### Step 3: Verification Process

1. **Under Review** (🟡): Credentials being verified (24-48 hours)
2. **Verified** (✅): Ready to send messages
3. **Rejected** (❌): Credentials need correction
4. **Expired** (⚠️): Re-verification required

### Configuration Status

| Status               | Description              | Actions Available              |
| -------------------- | ------------------------ | ------------------------------ |
| ❌ **Not Configured** | No setup completed       | Configure WhatsApp             |
| 🟡 **Under Review**  | Verification in progress | Check Status                   |
| ✅ **Verified**       | Ready to use             | Test Connection, Send Messages |
| ❌ **Rejected**       | Verification failed      | Update Configuration           |

### Requirements Checklist

* [ ] WhatsApp Business Account
* [ ] Meta Business Manager Access
* [ ] Business Verification Documents
* [ ] Dedicated Business Phone Number
* [ ] API Access Approval from Meta

### Important Notes

⚠️ **Regular WhatsApp accounts cannot use the Business API** ⚠️ **Setup can take several days for Meta approval** ⚠️ **Phone number cannot be used with personal WhatsApp**

***

## 📧 Email Agents

### Overview

Email Agents provide comprehensive email marketing and campaign management with SMTP integration and AI-powered content generation.

### Features

* ✅ **Campaign Management**: Create, edit, and track email campaigns
* ✅ **AI Content Generation**: Generate emails with artificial intelligence
* ✅ **Contact Management**: Organize and import email lists
* ✅ **SMTP Configuration**: Use custom email servers
* ✅ **Bulk Sending**: Send to multiple recipients
* ✅ **Email Tracking**: Monitor delivery status and errors

### Email Campaign Workflow

#### 1. Create Campaign

1. **Campaign Name**: Enter descriptive name
2. **Subject Line**: Craft compelling subject
3. **Content Creation**: Choose manual writing or AI generation
4. **Review & Save**: Preview before sending

#### 2. Content Generation Options

**Manual Content**

* Write your own email content
* Use Markdown formatting
* Full creative control

**AI-Powered Content**

* Describe your email purpose
* Specify tone and style
* Include key points and audience
* AI generates professional content

#### 3. Sending Options

| Method                   | Description           | Best For                   |
| ------------------------ | --------------------- | -------------------------- |
| 📧 **Single Email**      | Send to one recipient | Testing, personal messages |
| 📬 **Bulk to Contacts**  | Send to all contacts  | Newsletters, announcements |
| 📝 **Custom Recipients** | Send to specific list | Targeted campaigns         |

### SMTP Configuration

#### Supported Providers

* **Gmail**: smtp.gmail.com:587
* **Outlook**: smtp-mail.outlook.com:587
* **Yahoo**: smtp.mail.yahoo.com:587
* **Custom SMTP**: Any SMTP server

#### Setup Process

1. Click **"Configure SMTP"**
2. Enter SMTP server details
3. Provide email credentials
4. Test connection
5. Save configuration

#### Configuration Fields

| Field           | Description                 | Example          |
| --------------- | --------------------------- | ---------------- |
| **SMTP Server** | Mail server address         | smtp.gmail.com   |
| **Port**        | Server port number          | 587              |
| **Email**       | Your email address          | <your@email.com> |
| **Password**    | Email password/app password | your\_password   |
| **From Name**   | Display name                | Your Company     |

### Contact Management

#### Add Contacts

* **Single Contact**: Add one contact at a time
* **CSV Import**: Upload contact lists
* **Manual Entry**: Type email addresses

#### Contact Organization

* View all contacts
* Edit contact information
* Remove invalid emails
* Export contact lists

### Email Analytics

* **Delivery Status**: Track sent/failed emails
* **Campaign Performance**: View open rates
* **Error Logs**: Identify delivery issues
* **Recipient Management**: Track bounces

***

## 📝 Text & Content Agents

### Overview

Text & Content Agents use advanced AI to generate high-quality content for various purposes, from blog posts to marketing copy.

### Content Types Available

#### 📰 Blog Posts

* **SEO-optimized** content
* **Structured** with headings
* **Engaging** and informative
* **Call-to-action** included

#### 📱 Social Media

* **Platform-specific** formatting
* **Hashtag** suggestions
* **Engaging** captions
* **Character limits** respected

#### 🛍️ Product Descriptions

* **Benefit-focused** language
* **Feature highlights**
* **Persuasive** copy
* **SEO-friendly**

#### 📢 Marketing Copy

* **Sales-focused** content
* **Urgency creation**
* **Strong CTAs**
* **Conversion-optimized**

#### 📋 Technical Documentation

* **Clear instructions**
* **Proper formatting**
* **Step-by-step** guides
* **Accessible** language

#### ✨ Creative Writing

* **Storytelling**
* **Vivid descriptions**
* **Character development**
* **Engaging narratives**

#### 💼 Business Proposals

* **Professional** tone
* **Value propositions**
* **Structured** format
* **Action items**

#### 📺 Script Writing

* **Dialogue** and narration
* **Stage directions**
* **Audience engagement**
* **Format compliance**

#### 📄 Press Releases

* **Newsworthy** format
* **Quotable** content
* **Journalistic** style
* **Media-ready**

### Content Generation Process

#### Step 1: Choose Content Type

Select from the available content types based on your needs.

#### Step 2: Provide Details

Give specific information about:

* **Purpose**: What you want to achieve
* **Tone**: Professional, casual, persuasive, etc.
* **Key Points**: Important information to include
* **Target Audience**: Who will read this content
* **Length**: Desired content length

#### Step 3: AI Generation

The AI processes your request and generates:

* **Relevant** content
* **Proper** formatting
* **Engaging** language
* **Purpose-built** text

#### Step 4: Review & Use

* **Preview** generated content
* **Save** for later use
* **Send via email** if needed
* **Generate variations**

### Text Improvement Features

#### Available Improvements

| Type                | Description                          |
| ------------------- | ------------------------------------ |
| 📝 **Grammar**      | Fix spelling, grammar, punctuation   |
| 🔍 **Clarity**      | Make text clearer and more concise   |
| 💼 **Professional** | Convert to business-appropriate tone |
| ✨ **Engaging**      | Make content more interesting        |
| 📋 **Formal**       | Create official document tone        |
| 💬 **Casual**       | Convert to conversational style      |
| 🎯 **Persuasive**   | Make content more convincing         |
| 📄 **Summarize**    | Create concise summary               |

#### Improvement Process

1. **Paste** your existing text
2. **Select** improvement type
3. **AI processes** and enhances
4. **Review** improved version
5. **Use** or request changes

### Quick Generate

Fast content creation for common needs:

* **Email responses**
* **Social media posts**
* **Quick announcements**
* **Brief descriptions**

### Content Templates

Pre-built templates for:

* **Welcome emails**
* **Product launches**
* **Event announcements**
* **Thank you messages**
* **Newsletter content**

***

## 📋 Task & Reminder Agents

### Overview

Task & Reminder Agents help you organize, track, and automate your workflow with smart task management and reminder systems.

### Features

* ✅ **Task Creation**: Multiple task types
* ✅ **Reminders**: Automated notifications
* ✅ **Recurring Tasks**: Repeat patterns
* ✅ **Project Management**: Organize by projects
* ✅ **Client Management**: Track client tasks
* ✅ **Priority System**: Organize by importance
* ✅ **Dashboard**: Overview of all tasks

### Task Types

#### ⏰ Simple Reminders

* One-time notifications
* Basic task tracking
* Quick setup

#### 📅 Deadline Tasks

* Date and time specific
* Priority settings
* Progress tracking

#### 🔄 Recurring Tasks

* Daily, weekly, monthly patterns
* Custom intervals
* Automatic generation

#### 📞 Follow-up Tasks

* Client communication
* Project check-ins
* Relationship management

### Dashboard Overview

Your task dashboard shows:

* **Active Tasks**: Currently pending
* **Completed Tasks**: Finished items
* **Overdue Tasks**: Past due date
* **Due Today**: Today's deadlines

### Task Creation Process

#### Step 1: Choose Task Type

Select from available task types based on your needs.

#### Step 2: Task Details

| Field           | Description               | Required   |
| --------------- | ------------------------- | ---------- |
| **Title**       | Task name                 | ✅ Yes      |
| **Description** | Additional details        | ❌ Optional |
| **Due Date**    | When task is due          | ✅ Yes      |
| **Priority**    | Low, Medium, High, Urgent | ✅ Yes      |
| **Project**     | Associated project        | ❌ Optional |
| **Client**      | Related client            | ❌ Optional |

#### Step 3: Recurrence (if applicable)

* **Pattern**: Daily, Weekly, Monthly
* **Interval**: Every X days/weeks/months
* **End Date**: When to stop recurring
* **Occurrence Count**: How many times

#### Step 4: Confirmation

Review task details and save.

### Priority System

| Priority   | Emoji | Description                  |
| ---------- | ----- | ---------------------------- |
| **Urgent** | 🔴    | Immediate attention required |
| **High**   | 🟠    | Important, complete soon     |
| **Medium** | 🟡    | Normal priority              |
| **Low**    | 🟢    | Can be delayed if needed     |

### Project Management

#### Features

* **Project Grouping**: Organize tasks by project
* **Project Dashboard**: Overview per project
* **Task Distribution**: See workload per project
* **Progress Tracking**: Monitor project completion

#### Project Workflow

1. **Create Project Task**
2. **Assign to Project**
3. **Track Progress**
4. **Monitor Deadlines**

### Client Management

#### Features

* **Client Grouping**: Tasks organized by client
* **Follow-up Scheduling**: Automated reminders
* **Relationship Tracking**: Communication history
* **Client Dashboard**: Overview per client

#### Client Workflow

1. **Create Client Task**
2. **Schedule Follow-ups**
3. **Track Communications**
4. **Monitor Relationships**

### Recurring Task Patterns

#### Daily Tasks

* **Every Day**: 1-day interval
* **Every 2 Days**: 2-day interval
* **Every 3 Days**: 3-day interval
* **Custom**: Any number of days

#### Weekly Tasks

* **Every Week**: 7-day interval
* **Every 2 Weeks**: 14-day interval
* **Every 3 Weeks**: 21-day interval
* **Custom**: Any number of weeks

#### Monthly Tasks

* **Every Month**: 30-day interval
* **Every 2 Months**: 60-day interval
* **Every 3 Months**: Quarterly
* **Every 6 Months**: Semi-annual
* **Yearly**: Annual tasks

### Task Management Actions

#### Available Actions

| Action            | Description             |
| ----------------- | ----------------------- |
| ✅ **Complete**    | Mark task as finished   |
| ✏️ **Edit**       | Modify task details     |
| 🗑️ **Delete**    | Remove task permanently |
| ⏸️ **Pause**      | Temporarily disable     |
| 🔄 **Reschedule** | Change due date         |

#### Bulk Operations

* **Complete Multiple**: Mark several tasks done
* **Reschedule Batch**: Move multiple deadlines
* **Delete Project**: Remove all project tasks
* **Client Cleanup**: Archive client tasks

***

## 🛠️ No-Code Builder

### Overview

No-Code Builder allows you to create custom AI agents without programming knowledge. Build chatbots and content creation agents with simple step-by-step setup.

### Features

* ✅ **Drag & Drop Interface**: Visual agent building
* ✅ **Multiple Agent Types**: Chatbots and content creators
* ✅ **Custom Instructions**: Define agent behavior
* ✅ **Testing Environment**: Test before deployment
* ✅ **Agent Management**: Edit, delete, and monitor agents
* ✅ **Instant Deployment**: Go live immediately

### Agent Types

#### 🤖 Chatbots

* **Conversational AI**: Natural dialogue
* **Custom Personality**: Define tone and style
* **Context Awareness**: Remember conversation history
* **Multi-purpose**: Customer service, support, FAQ

#### 📝 Content Creation Agents

* **Specialized Writing**: Blog posts, social media, marketing
* **Style Consistency**: Maintain brand voice
* **Content Templates**: Reusable formats
* **SEO Optimization**: Search-friendly content

### Agent Creation Process

#### Step 1: Choose Agent Type

Select between Chatbot or Content Creation based on your needs.

#### Step 2: Agent Configuration

**Basic Information**

| Field           | Description          | Example                         |
| --------------- | -------------------- | ------------------------------- |
| **Name**        | Agent identifier     | "Customer Support Bot"          |
| **Description** | Agent purpose        | "Handles customer inquiries"    |
| **Category**    | Agent classification | "ChatBot" or "Content Creation" |

**Advanced Settings**

| Field            | Description         | Example                       |
| ---------------- | ------------------- | ----------------------------- |
| **Instructions** | Behavior guidelines | "Be helpful and professional" |
| **Tone**         | Communication style | "Friendly, professional"      |
| **Expertise**    | Knowledge domain    | "Product support, billing"    |

#### Step 3: Testing

* **Sample Prompts**: Test with common inputs
* **Custom Testing**: Try your own scenarios
* **Response Quality**: Evaluate output
* **Behavior Validation**: Ensure proper responses

#### Step 4: Deployment

* **Review Configuration**: Final check
* **Deploy Agent**: Make it live
* **Get Agent ID**: Unique identifier
* **Integration**: Use in your systems

### Agent Management

#### My Agents Dashboard

View all your created agents:

* **Agent List**: All your custom agents
* **Status Indicators**: Active, inactive, error states
* **Usage Statistics**: Performance metrics
* **Quick Actions**: Test, edit, delete

#### Agent Operations

| Operation            | Description             |
| -------------------- | ----------------------- |
| 👁️ **View Details** | See agent configuration |
| 🧪 **Test Agent**    | Interactive testing     |
| ✏️ **Edit Agent**    | Modify settings         |
| 🗑️ **Delete Agent** | Permanent removal       |
| 📊 **Analytics**     | Usage statistics        |

### Testing Environment

#### Sample Prompts

Category-specific test prompts:

* **Chatbot**: "Hello, I need help with my order"
* **Content**: "Write a blog post about AI"
* **Support**: "What are your business hours?"

#### Custom Testing

* **Real-time Chat**: Interactive conversation
* **Response Analysis**: Quality evaluation
* **Continuous Testing**: Keep improving
* **User Feedback**: Collect input

### Best Practices

#### Agent Design

* **Clear Purpose**: Define specific use case
* **Consistent Tone**: Maintain brand voice
* **Comprehensive Instructions**: Cover edge cases
* **Regular Testing**: Ensure quality

#### Content Agents

* **Specify Style**: Define writing requirements
* **Target Audience**: Know who you're writing for
* **Content Format**: Blog, social, email, etc.
* **Brand Guidelines**: Maintain consistency

#### Chatbots

* **Conversation Flow**: Plan dialogue paths
* **Error Handling**: Manage unexpected inputs
* **Escalation**: When to involve humans
* **Personality**: Make it engaging

***


---

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