Prerequisites and Requirements

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Why Prerequisites Matter

AI Chat Assist connects AI, automation, messaging, and campaigns. Having the right information ready before setup helps you:

• Complete onboarding faster
• Avoid setup errors
• Get accurate AI responses
• Prevent campaign or WhatsApp rejections

This page outlines what you need now — and what can be added later.

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General Requirements (All Users)

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Required

• Valid email address
• Business or organization name
• Basic understanding of your services or products

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Recommended

• Business website or landing page
• Brand logo (PNG or JPG)
• Clear target audience definition

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Web Chatbot Platform Prerequisites

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Required

• Business name
• Website URL or landing page (used to auto-build knowledge base)
• Business industry and category
• Description of services/products (if no website available)

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Recommended

• Access to website to add chatbot script
• List of common customer questions (FAQs)
• Preferred chatbot tone (professional, friendly, sales-focused)

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Optional (Add Later)

• Bot logo
• Google Analytics ID
• Meta / Facebook Pixel ID
• Working hours and triggers

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WhatsApp Drip Campaigns Prerequisites

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Required

• WhatsApp Business Account
• Valid WhatsApp phone number
• User opt-in/consent for messaging
• Approved WhatsApp message templates

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Recommended

• Clean contact list (CSV or CRM)
• Clear campaign goal (follow-up, reminder, promotion)

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Important Notes

• WhatsApp enforces strict messaging policies
• Messages must use approved templates
• Daily messaging limits apply based on number quality

👉 Review the WhatsApp Compliance guide before launching campaigns.

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AI Campaign Manager Prerequisites

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Required

• Active ad account (Meta / Facebook / Instagram)
• Permission to manage campaigns on the ad account
• Defined campaign goal (leads, engagement, traffic)

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Recommended

• Existing audience data
• CRM or lead list (optional)
• Budget allocation plan

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Optional

• Meta Pixel or conversion tracking
• CRM integration for conversion sync

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Integrations & Tracking (Optional but Recommended)

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Analytics

• Google Analytics ID
• Meta / Facebook Pixel ID

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CRM Integration

• CRM account credentials
• Field mapping details
• Sync preferences (one-way or two-way)

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What You Can Skip (Add Later)

You do not need everything upfront. You can safely skip:

• Analytics IDs
• CRM integrations
• Advanced workflows
• Campaign setup

All of these can be added later from the dashboard.

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Common Prerequisite Mistakes

• ❌ Using a WhatsApp number without user consent
• ❌ Running campaigns without approved templates
• ❌ Providing incomplete business descriptions
• ❌ Skipping website scraping without adding manual content
• ❌ Connecting ad accounts without proper permissions

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Prerequisites Checklist

• ✅ Business name ready
• ✅ Website or service description available
• ✅ WhatsApp account (if using WhatsApp features)
• ✅ Opt-in confirmation for messaging
• ✅ Ad account access (for AI Campaign Manager)

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What’s Next?

Once your prerequisites are ready, move on to: