Deploying Your AI Bot¶

Learn how to deploy your AI Bot across multiple channels - website, Facebook Messenger, Telegram, WhatsApp, and configure Human Agent handoff.

Deployment Options¶

Your AI Bot can be deployed across multiple platforms simultaneously:

Website Widget

Embed on any website with simple JavaScript code

Setup Time: 5 minutes
Facebook Messenger

Connect to your Facebook Page

Setup Time: 15 minutes
Telegram

Deploy as a Telegram bot

Setup Time: 10 minutes
WhatsApp Business

Connect via Twilio integration

Setup Time: 20 minutes
Human Agent

Enable live chat handoff to human agents

Setup Time: 15 minutes

Website Deployment¶

Overview¶

The website widget is the most common deployment method. It adds a chat bubble to your website that visitors can click to start conversations.

Step 1: Get Embed Code¶

From AI Bot Dashboard:

Navigate to your AI Bot
Click "Deploy" or "Embed"
Select "Website Widget"
Copy the embed code

Embed Code Example:

<script>
  window.iQuivityAI = {
    botId: "your-bot-id-here",
    apiKey: "your-api-key"
  };
</script>
<script src="https://app.iquivity.ai/embed/chatbot.js" defer></script>

Step 2: Add to Your Website¶

For Most Websites:

Add the code before the closing </body> tag:

<!DOCTYPE html>
<html>
<head>
  <title>Your Website</title>
</head>
<body>
  <!-- Your website content -->

  <!-- AI Bot Embed Code - Add before </body> -->
  <script>
    window.iQuivityAI = {
      botId: "your-bot-id-here",
      apiKey: "your-api-key"
    };
  </script>
  <script src="https://app.iquivity.ai/embed/chatbot.js" defer></script>
</body>
</html>

For WordPress:

Go to Appearance → Theme Editor
Open footer.php
Add code before </body>
Save changes

Or use a plugin like "Insert Headers and Footers"

For Shopify:

Go to Online Store → Themes
Click Actions → Edit Code
Open theme.liquid
Add code before </body>
Save

For Wix:

Go to Settings → Custom Code
Click + Add Custom Code
Paste embed code
Set to load on All Pages
Place in Body - end

Appearance Settings:

Setting	Options	Description
Position	Bottom Right / Bottom Left	Chat bubble location
Theme	Light / Dark / Auto	Color scheme
Size	Small / Medium / Large	Widget size
Z-Index	Number (default: 999999)	Layer priority

Behavior Settings:

Setting	Options	Description
Auto-Open	On / Off	Open automatically
Auto-Open Delay	Seconds (0-60)	Delay before opening
Welcome Bubble	On / Off	Show notification bubble
Sound	On / Off	Notification sound

Advanced Settings:

window.iQuivityAI = {
  botId: "your-bot-id",
  apiKey: "your-api-key",

  // Appearance
  position: "bottom-right", // or "bottom-left"
  theme: "auto", // "light", "dark", or "auto"
  primaryColor: "#4F46E5",

  // Behavior
  autoOpen: false,
  autoOpenDelay: 5, // seconds
  showWelcomeBubble: true,
  welcomeBubbleDelay: 3,

  // User Information (optional)
  user: {
    name: "John Doe",
    email: "john@example.com",
    customData: {
      plan: "premium"
    }
  }
};

Testing Checklist:

☐ Chat bubble appears in correct position
☐ Widget opens when clicked
☐ Welcome message displays
☐ Bot responds to test questions
☐ Colors match your branding
☐ Mobile responsiveness works
☐ Widget doesn't interfere with site elements

Browser Testing: - Chrome (desktop & mobile) - Safari (desktop & mobile) - Firefox - Edge

Troubleshooting Website Deployment¶

Widget Not Appearing: - Check if embed code is before </body> - Verify bot ID and API key are correct - Check browser console for errors - Ensure no ad blockers are active

Widget Conflicts with Site Elements: - Adjust z-index value - Change widget position - Reduce widget size - Modify auto-open behavior

Slow Loading: - Use defer attribute in script tag - Check website's overall performance - Consider lazy loading widget

Facebook Messenger Integration¶

Overview¶

Connect your AI Bot to Facebook Messenger so customers can interact via Facebook.

Prerequisites¶

Before starting, you need:

☐ Facebook Page (business page)
☐ Facebook Developer Account
☐ Admin access to the Facebook Page
☐ AI Bot configured and trained

Step 1: Create Facebook App¶

1. Go to Facebook Developers - Visit: https://developers.facebook.com - Log in with your Facebook account

2. Create New App - Click "My Apps" → "Create App" - Select "Business" as app type - Click "Continue"

3. Configure App Details

App Name: [Your Company] Chatbot
App Contact Email: your-email@company.com
Business Account: [Select your business]

Click "Create App"

4. Add Messenger Product - In dashboard, find "Messenger" - Click "Set Up"

Step 2: Generate Page Access Token¶

1. Select Your Page - Under "Access Tokens" - Select your Facebook Page - Click "Generate Token"

2. Grant Permissions Required permissions: - pages_messaging - pages_manage_metadata - pages_read_engagement

3. Copy Token

EAAxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Keep Token Secret

Never share your Page Access Token publicly. Store it securely.

Step 3: Configure Webhook¶

1. In iQuivity AI Dashboard - Go to your AI Bot - Click "Integrations" → "Facebook Messenger" - Copy the Callback URL and Verify Token

Callback URL:

https://app.iquivity.ai/webhook/facebook/your-bot-id

Verify Token:

your-verify-token-here

2. In Facebook App Dashboard - Go to Messenger → Settings - Under Webhooks, click "Add Callback URL"

3. Enter Webhook Details

Callback URL: [Paste from iQuivity]
Verify Token: [Paste from iQuivity]

Click "Verify and Save"

4. Subscribe to Events

Select these webhook fields: - ☑ messages - ☑ messaging_postbacks - ☑ message_deliveries - ☑ message_reads

Click "Subscribe"

Step 4: Connect Page to Bot¶

1. In iQuivity AI Dashboard

Enter your Facebook Page Access Token:

Page Access Token: EAAxxxxxxx...
Page ID: [Your Facebook Page ID]

2. Test Connection

Click "Test Connection"

✅ Success: "Connected to Facebook Page: [Your Page Name]"

Step 5: Test Facebook Messenger¶

1. Find Your Page on Facebook - Go to your Facebook Page - Click "Send Message"

2. Send Test Message

User: Hello
Bot: [Welcome message]

User: What are your hours?
Bot: [Response from training data]

Step 6: Submit for Review (Optional)¶

For Public Use:

Facebook requires app review for public bots:

Go to App Review in Facebook App dashboard
Request permissions for pages_messaging
Provide app details and use case
Submit for review (1-2 weeks processing)

Testing vs Production

During development, your bot works with admins/testers only. After review, it's public.

Facebook Messenger Best Practices¶

DO: - ✅ Respond within 24 hours to messages - ✅ Use Facebook's Get Started button - ✅ Provide clear menu options - ✅ Test with multiple users before launch - ✅ Monitor response times

DON'T: - ❌ Send spam or unsolicited messages - ❌ Violate Facebook's platform policies - ❌ Collect sensitive info via Messenger - ❌ Use for political campaigns without approval

Troubleshooting Facebook Integration¶

Problem: Webhook Verification Failed - Cause: Incorrect verify token - Solution: Ensure verify token matches exactly (case-sensitive)

Problem: Bot Not Responding - Cause: Webhook not subscribed to page - Solution: In Facebook App, subscribe webhook to your page

Problem: "This app is in development mode" - Cause: App not approved for public use - Solution: Submit for app review or add testers manually

Telegram Integration¶

Overview¶

Deploy your AI Bot as a Telegram bot accessible to Telegram users worldwide.

Prerequisites¶

☐ Telegram account
☐ AI Bot configured and trained

Step 1: Create Telegram Bot¶

1. Open Telegram - Search for @BotFather - Start a conversation

2. Create New Bot

Send command:

/newbot

3. Name Your Bot

BotFather will ask:

Alright, a new bot. How are we going to call it?

Enter your bot name:

My Company Support Bot

4. Choose Username

Now choose a username for your bot. It must end in `bot`.

Enter username (must be unique):

mycompany_support_bot

5. Get Bot Token

BotFather responds with:

Done! Your bot is ready.
Token: 123456789:ABCdefGHIjklMNOpqrsTUVwxyz

Keep Token Secret

Store your bot token securely. Don't share it publicly.

Step 2: Configure in iQuivity AI¶

1. Go to AI Bot Dashboard - Select your AI Bot - Click "Integrations" → "Telegram"

2. Enter Bot Token

Bot Token: 123456789:ABCdefGHIjklMNOpqrsTUVwxyz

Click "Connect"

3. Verify Connection

✅ Success: "Connected to Telegram Bot: @mycompany_support_bot"

Step 3: Configure Bot Settings¶

In BotFather, configure:

Set Description:

/setdescription @mycompany_support_bot

Enter description users see before starting:

Welcome! I'm here to help you with your questions about our products and services.

Set About Text:

/setabouttext @mycompany_support_bot

Enter about text (shown in bot profile):

Customer support bot for MyCompany

Set Profile Photo:

/setuserpic @mycompany_support_bot

Upload your logo or bot avatar

Set Commands:

/setcommands @mycompany_support_bot

Enter commands:

start - Start conversation
help - Get help
contact - Contact support
reset - Start new conversation

Step 4: Test Your Telegram Bot¶

1. Find Your Bot - Search for @mycompany_support_bot in Telegram - Click "Start"

2. Test Interactions

User: /start
Bot: [Welcome message]

User: What are your hours?
Bot: [Response from training]

User: /help
Bot: [Help information]

Telegram Bot Features¶

Available Commands:

Create custom commands in iQuivity dashboard:

Command	Function	Example
`/start`	Begin conversation	Default welcome
`/help`	Show help	List available commands
`/contact`	Contact human	Escalate to support
`/reset`	Reset conversation	Clear chat history

Interactive Buttons:

Add reply keyboards for common actions:

[View Products] [Check Status]
[Contact Support] [FAQ]

Rich Media Support: - Send images, PDFs, links - Receive file uploads from users - Display formatted messages

Telegram Best Practices¶

DO: - ✅ Use clear, concise messages - ✅ Implement useful commands - ✅ Add interactive buttons - ✅ Respond quickly (Telegram users expect speed) - ✅ Use formatting (bold, italics, lists)

DON'T: - ❌ Send unsolicited messages - ❌ Spam users with notifications - ❌ Violate Telegram's terms of service - ❌ Request sensitive info without encryption

Troubleshooting Telegram Integration¶

Problem: Bot Not Responding - Cause: Token not configured correctly - Solution: Re-enter token in iQuivity dashboard

Problem: Commands Not Working - Cause: Commands not registered with BotFather - Solution: Use /setcommands to configure

Problem: "Bot was blocked by the user" - Cause: User blocked your bot - Solution: User must unblock to receive messages

WhatsApp Integration¶

Overview¶

Connect your AI Bot to WhatsApp Business using Twilio integration.

Prerequisites¶

Required: - ☐ Twilio account (free trial available) - ☐ WhatsApp Business account - ☐ Verified phone number - ☐ AI Bot configured and trained

Step 1: Set Up Twilio Account¶

1. Create Twilio Account - Go to: https://www.twilio.com/try-twilio - Sign up for free account - Verify your email and phone

2. Get Account Credentials

From Twilio Console:

Account SID: ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Auth Token: your_auth_token_here

Step 2: Configure WhatsApp Sandbox (Testing)¶

For Testing (Free):

1. In Twilio Console - Navigate to Messaging → Try it out → Send a WhatsApp message

2. Join Sandbox - Send WhatsApp message to Twilio's sandbox number - Follow instructions to join

3. Get Sandbox Details

Phone Number: +1 415 xxx xxxx
Sandbox Join Code: join [unique-code]

Step 3: Get Production WhatsApp Number¶

For Production (Paid):

1. Request WhatsApp Business Account - In Twilio: Messaging → WhatsApp → Senders - Click "Request Access"

2. Provide Business Information

Business Name: [Your Company]
Business Website: https://yourcompany.com
Business Description: [What you do]
Phone Number: [Your WhatsApp Business number]

3. Submit for Approval - Twilio review: 1-3 business days - WhatsApp approval: 2-7 days

Step 4: Configure Webhook in Twilio¶

1. In iQuivity AI Dashboard - Go to your AI Bot - Click "Integrations" → "WhatsApp" - Copy the Webhook URL

https://app.iquivity.ai/webhook/whatsapp/your-bot-id

2. In Twilio Console - Go to Messaging → Settings → WhatsApp Sandbox Settings - Under "When a message comes in"

3. Configure Webhook

URL: [Paste iQuivity webhook URL]
HTTP Method: POST

Click "Save"

Step 5: Connect to iQuivity AI¶

1. In iQuivity Dashboard

Enter Twilio credentials:

Account SID: ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Auth Token: your_auth_token
WhatsApp Number: +1415xxxxxxx

2. Test Connection

Click "Connect WhatsApp"

✅ Success: "WhatsApp connected successfully"

Step 6: Test WhatsApp Bot¶

For Sandbox Testing:

Send message to sandbox number with join code:
```
join unique-code
```

Send test questions:

User: Hello
Bot: [Welcome message]

User: What are your hours?
Bot: [Response]

For Production:

Users can directly message your WhatsApp Business number.

WhatsApp Message Templates¶

For Outbound Messages:

WhatsApp requires pre-approved templates for business-initiated messages.

1. Create Template in Twilio - Go to Messaging → WhatsApp → Templates - Click "Create Template"

2. Template Example

Name: order_confirmation
Category: Order Update
Language: English

Content:
Hello {{1}}, your order #{{2}} has been confirmed!
We'll notify you when it ships.

3. Submit for Approval - WhatsApp reviews templates (24-48 hours)

WhatsApp Integration Features¶

Supported: - ✅ Text messages - ✅ Media messages (images, PDFs) - ✅ Location sharing - ✅ Quick replies - ✅ Message templates

Limitations: - ❌ Can't initiate conversation without template (24hr window) - ❌ Rate limits apply - ❌ Some emoji may not display correctly

WhatsApp Best Practices¶

DO: - ✅ Get user consent before messaging - ✅ Use templates for proactive messages - ✅ Respond within 24-hour window - ✅ Provide opt-out option - ✅ Follow WhatsApp Business Policy

DON'T: - ❌ Send spam or promotional content - ❌ Share user data with third parties - ❌ Use for customer acquisition without consent - ❌ Violate WhatsApp Commerce Policy

Pricing¶

Twilio WhatsApp Pricing: - Inbound messages: $0.005 per message - Outbound messages: $0.005 - $0.04 (varies by country) - Free trial credits available

Troubleshooting WhatsApp Integration¶

Problem: Webhook Not Receiving Messages - Cause: Incorrect webhook URL - Solution: Verify URL is correct and uses HTTPS

Problem: "Unable to Send Message" - Cause: Outside 24-hour response window - Solution: Use approved message template

Problem: Template Rejected - Cause: Violates WhatsApp policy - Solution: Review policy and revise template

Human Agent Integration¶

Overview¶

Enable live chat handoff so visitors can seamlessly escalate from AI Bot to human agents through the CRM Inbox.

Prerequisites¶

Required: - ☐ AI Bot with "AI + Live Chat" interaction type enabled - ☐ Human agents ready to respond - ☐ Access to CRM Inbox

Step 1: Enable Human Agent Feature¶

1. Configure Your AI Bot - Go to AI Bot → Settings - Under Interaction Type, select "AI + Live Chat" - Configure handoff button text (e.g., "Get More Help", "Talk to Human") - Set availability hours for human agents - Save configuration

2. Bot Interaction Settings

The AI Bot will automatically provide a handoff option to users when: - User requests to speak with a human agent - AI Bot cannot answer a question - User clicks the "Get More Help" button

Step 2: Access CRM Inbox¶

1. Navigate to CRM Inbox - Go to main menu: CRM Inbox or Live Chat - View all incoming conversations from AI Bots

2. Inbox Overview

The CRM Inbox shows: - All conversations from all channels (Website, Facebook, Telegram, WhatsApp) - Conversation status: All, Open, Closed - Filter by channel: All Channel, LiveChat, Telegram, WhatsApp, Messenger - Filter by agent: All, AI Agent, Human Agent - Sort by: Newest, oldest, etc.

Step 3: Managing Conversations¶

1. View Conversation Details

Click on any conversation to see: - User Information: Name, channel, contact details - Conversation History: Full chat transcript - Contact Details: ID, Status (New/Open/Closed), Created date, Updated date, Country, IP Address - Conversation ID: Unique identifier for each chat

2. Available Actions

For each conversation, you can: - Reply to messages: Send responses directly in the chat - View conversation history: See full AI and human agent interactions - Delete conversation: Remove conversation from inbox - Export conversation: Download chat transcript - Change status: Mark as Open or Closed

Step 4: How Handoff Works¶

User Journey:

1. User starts chat with AI Bot
   ↓
2. AI Bot handles initial questions
   ↓
3. User clicks "Get More Help" button or requests human
   ↓
4. Conversation appears in CRM Inbox
   ↓
5. Human agent views and responds to conversation
   ↓
6. Human agent continues conversation until resolved
   ↓
7. Agent marks conversation as Closed when complete

CRM Inbox View:

The inbox displays conversations with: - Contact name/ID: Anonymous User or identified contact - Channel indicator: @livechat, @telegram, @messenger - Last message preview: Recent message text - Timestamp: When last message was received - Status indicator: New, Open, or Closed

Step 5: Responding to Conversations¶

1. Select a Conversation - Click on any conversation in the inbox - View conversation history and user details - Review what the AI Bot has already discussed

2. Send a Response - Type your message in the message field - Click Send or press Enter - Message appears in the conversation thread

3. Best Practices

DO: - ✅ Review AI conversation history before responding - ✅ Introduce yourself as a human agent - ✅ Be friendly and professional - ✅ Provide clear, helpful responses - ✅ Mark conversations as Closed when resolved

DON'T: - ❌ Keep users waiting without acknowledgment - ❌ Ignore conversation context from AI Bot - ❌ Give contradictory information from what AI provided - ❌ Leave conversations unresolved

Step 6: Conversation Management¶

Filtering Conversations:

Use inbox filters to organize conversations: - By Status: View All, Open, or Closed conversations - By Channel: Filter by LiveChat, Telegram, WhatsApp, Messenger - By Agent Type: See AI Agent or Human Agent conversations - By Date: Sort by Newest or oldest first

Conversation Actions:

From the conversation menu (⋮), you can: - Delete: Remove conversation from inbox - Export Conversation: Download chat transcript for records

Tracking Conversation Details:

Each conversation displays: - ID: Unique conversation identifier - Status: New, Open, or Closed - Created: When conversation started - Updated: Last message timestamp - Country: User's country code - IP Address: User's IP (for security/tracking)

Troubleshooting Human Agent¶

Problem: Not Seeing New Conversations - Cause: Filter settings or page not refreshed - Solution: Refresh the CRM Inbox page, check filter settings (ensure "All" is selected)

Problem: Cannot Reply to Conversation - Cause: Conversation may be closed or user disconnected - Solution: Check conversation status, reopen if needed

Problem: Missing Conversation History - Cause: Conversation was deleted or system issue - Solution: Check "All" filter to ensure conversation wasn't closed, contact support if data is missing

Multi-Channel Deployment¶

Deploy Everywhere¶

Your AI Bot can run on all channels simultaneously:

              ┌─────────────┐
              │   AI Bot    │
              │  (Central)  │
              └──────┬──────┘
                     │
        ┌────────────┼────────────┐
        │            │            │
   [Website]   [Facebook]   [Telegram]
        │            │            │
        └────────────┼────────────┘
                     │
              [WhatsApp]
                     │
              [Human Agent]

Benefits of Multi-Channel:¶

✅ Meet customers where they are
✅ Consistent experience across platforms
✅ Centralized training and management
✅ Centralized CRM inbox for all channels
✅ Single knowledge base

Security & Compliance¶

Data Protection¶

SSL/TLS Encryption: - All data transmitted over HTTPS - End-to-end encryption available

Data Storage: - Conversations stored securely - GDPR compliant - Data retention policies configurable

Privacy Controls: - User data anonymization - Opt-out options - Data deletion requests

Compliance¶

Supported Standards: - GDPR (EU) - CCPA (California) - HIPAA (Healthcare) - Enterprise only - SOC 2 Type II

Deployment Checklist¶

Pre-Launch Checklist¶

Before going live, verify:

AI Bot Configuration: - ☐ Bot fully trained with comprehensive knowledge - ☐ Welcome message configured - ☐ Operating hours set (if applicable) - ☐ Branding and colors match company style - ☐ Email collection configured (if needed)

Channel Setup: - ☐ Website embed code added and tested - ☐ Facebook Messenger connected (if using) - ☐ Telegram bot configured (if using) - ☐ WhatsApp integration tested (if using) - ☐ Human Agent dashboard configured (if using)

Testing: - ☐ Test conversations on all channels - ☐ Verify mobile responsiveness - ☐ Check cross-browser compatibility - ☐ Test human handoff (if enabled)

Documentation: - ☐ Internal team trained on agent dashboard - ☐ Response templates created - ☐ Escalation procedures documented - ☐ Maintenance schedule established

Monitoring & Maintenance¶

Post-Deployment Monitoring¶

Daily: - Check for unanswered questions - Monitor response accuracy - Review agent performance (if applicable)

Weekly: - Review CRM inbox for common questions - Add new Q&A pairs based on questions - Update training data as needed

Monthly: - Comprehensive performance review - Training data audit - Update seasonal content

Previous: ← Training | Up: AI Bot Overview

Last Updated: December 2025

Deploying Your AI Bot¶

Deployment Options¶

Website Deployment¶

Overview¶

Step 1: Get Embed Code¶

Step 2: Add to Your Website¶

Step 3: Configure Widget Settings¶

Step 4: Test the Widget¶

Troubleshooting Website Deployment¶

Facebook Messenger Integration¶

Overview¶

Prerequisites¶

Step 1: Create Facebook App¶

Step 2: Generate Page Access Token¶

Step 3: Configure Webhook¶

Step 4: Connect Page to Bot¶

Step 5: Test Facebook Messenger¶

Step 6: Submit for Review (Optional)¶

Facebook Messenger Best Practices¶

Troubleshooting Facebook Integration¶

Telegram Integration¶

Overview¶

Prerequisites¶

Step 1: Create Telegram Bot¶

Step 2: Configure in iQuivity AI¶

Step 3: Configure Bot Settings¶

Step 4: Test Your Telegram Bot¶

Telegram Bot Features¶

Telegram Best Practices¶

Troubleshooting Telegram Integration¶

WhatsApp Integration¶

Overview¶

Prerequisites¶

Step 1: Set Up Twilio Account¶

Step 2: Configure WhatsApp Sandbox (Testing)¶

Step 3: Get Production WhatsApp Number¶

Step 4: Configure Webhook in Twilio¶

Step 5: Connect to iQuivity AI¶

Step 6: Test WhatsApp Bot¶

WhatsApp Message Templates¶

WhatsApp Integration Features¶

WhatsApp Best Practices¶

Pricing¶

Troubleshooting WhatsApp Integration¶

Human Agent Integration¶

Overview¶

Prerequisites¶

Step 1: Enable Human Agent Feature¶

Step 2: Access CRM Inbox¶

Step 3: Managing Conversations¶

Step 4: How Handoff Works¶

Step 5: Responding to Conversations¶

Step 6: Conversation Management¶

Troubleshooting Human Agent¶

Multi-Channel Deployment¶

Deploy Everywhere¶

Benefits of Multi-Channel:¶

Security & Compliance¶

Data Protection¶

Compliance¶

Deployment Checklist¶

Pre-Launch Checklist¶

Monitoring & Maintenance¶

Post-Deployment Monitoring¶