Help centre
Answers to the most common questions about setting up and running your AI agents.
Getting started
From sign-up to your first reply.
How do I set up my first AI agent?
Sign in, open one of the automations in the left sidebar (Website, WhatsApp, Instagram or Messenger) and click Create Agent. Give it a name, tone and rules, add your business knowledge, then connect the channel. The checklist on the Overview page shows what is left to finish.
How many agents can I have?
One agent per channel. Each automation in the sidebar holds the agent for that channel, so you can run Website, WhatsApp, Instagram and Messenger side by side.
Do I need a credit card to start?
No. New accounts get free trial credits and no card is asked for. You pay only when you buy a plan or a token pack.
What does the status next to each automation mean?
Live means an agent is set up, connected and replying. Setup incomplete means a step is still missing, so open it and follow the checklist. Paused means you switched the agent off. Not set up means you have not created an agent on that channel yet.
Channels
Connect WhatsApp, Instagram, Messenger and your website.
How do I connect WhatsApp?
Open WhatsApp Automation, then your agent, and click Connect WhatsApp. A secure Meta window opens: log in with Facebook, choose or create your business portfolio and WhatsApp Business account, add and verify your phone number, then approve the permissions. The window closes by itself and your agent starts replying.
The Meta window did not open. What should I do?
Allow pop-ups for this site in your browser and try again. Also check that you are signed in to the Facebook account that manages your business.
Can I use a number that is already on the WhatsApp app?
Yes. Meta will guide you through moving it during the connection. A number can be used in only one place for the API at a time.
I already have a Phone number ID and access token. Can I connect manually?
Yes. On the WhatsApp setup page, click "Already have a Phone number ID and access token? Connect manually" and enter them.
How do I connect Instagram or Messenger?
Instagram needs a Professional (Business or Creator) account. Messenger needs a Facebook Page you manage. Open the automation, click Connect, log in, and allow access to read and reply to messages.
How do I add the chat to my website?
Open Website AI Chatbot, then your agent, and finish the Go live step. Copy the embed snippet and paste it into your site before the closing body tag. If you set allowed domains, the chat appears only on those domains.
Knowledge & replies
Teach the agent your business.
How do I teach the agent about my business?
In the agent's Business knowledge step, paste your FAQs or upload a PDF. The agent answers from that content.
The agent gave a wrong answer. How do I fix it?
Add or correct the information in Business knowledge, and tighten the agent's rules (for example, tell it what to say when it does not know). Answers are generated by AI and can occasionally be inaccurate, so review conversations from time to time.
Can I change the tone and welcome message?
Yes. Open the agent and edit its tone, welcome message, quick questions and brand colour at any time.
Can I stop the agent from replying for a while?
Yes. Pause the agent from its card. Customers see your pause message instead, and a paused agent uses no tokens.
Leads & conversations
Capture details and step in when needed.
How are leads captured?
The agent asks for the details you choose (such as name, phone and email) during the chat. Verified contacts appear in Leads automatically.
Can I take over a chat from the AI?
Yes. Open the conversation and reply yourself. Human handoff lets you step in whenever a customer needs a person.
Can I sync leads to my CRM?
Yes. Set up CRM connection under Account in the sidebar to sync captured leads to DigiDARA CRM.
Billing & tokens
Plans, tokens and payments.
What are AI tokens?
Tokens are the credits your AI replies use. Your own replies, and the time an agent is paused, cost nothing. Your balance is shown at the top of the dashboard and under Billing & usage.
What is the difference between a plan and a token pack?
A monthly plan gives tokens that reset each calendar month. A one-time token pack never expires and is used after your plan's monthly tokens run out.
How do I buy a plan or tokens?
Open Billing & usage and choose a plan or a pack. Payment is processed securely by Razorpay.
How do I cancel or get a refund?
Cancel from Billing & usage. See our Refund & Cancellation Policy for what is refundable.
My tokens ran out. What happens?
The agent stops sending AI replies until you add tokens, so top up before your balance reaches zero. The dashboard shows an estimate of how many days are left at your current pace.
Account & security
Sign-in, passwords and your data.
I forgot my password.
On the login page, click Forgot password and enter your email. We send a reset link.
Can I sign in with Google?
Yes, where the Google button is shown on the login page.
How do I delete my account or my data?
Follow the steps on our Data deletion page, or email us from your account email.
Where is my data stored and is it safe?
See our Privacy Policy for what we collect, who we share it with and how long we keep it. Connection credentials are stored encrypted.
Still need help?
Our team replies within 2 business days.
support@digidaratechnologies.com
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