Botnira Guides
Step-by-step, practical guides for setting up, training and getting the most out of your Botnira AI receptionist -- organized so you can jump straight to what you're stuck on.
Every guide on this page is reviewed by Kamaljeet Singh Sidhu, Botnira's founder, and walks through the actual product -- no generic advice, just the exact steps to set up, train and run your AI receptionist. New guides are added regularly.
Jump to a category
- 🚀 Getting Started · 6 guides
- 📞 Channel Setup · 5 guides
- 🧠 Training & Knowledge Base · 3 guides
- 📅 Appointment Booking & Leads · 1 guide
- 👥 Team & Multi-Location · 2 guides
- 💳 Plans & Billing · 5 guides
- 🛠️ Troubleshooting · 0 guides
Getting Started
Create your account, train your AI receptionist and go live.
Creating Your Botnira Account
How to sign up, create your isolated business workspace, and what starts automatically with your free trial.
Read the guide →Training Your AI Receptionist
Use Bot Studio to name your AI receptionist, write your business description and FAQs, and test it live -- the step that determines how well Botnira answers.
Read the guide →Go-Live Checklist
Everything to confirm before you point real customers at your AI receptionist.
Read the guide →Understanding Your Dashboard
A tour of Training, Channels, the unified Inbox, Analytics, Team and Billing.
Read the guide →What's Included in the Free Trial
Exactly what the 5-day free trial covers, and what requires a paid plan.
Read the guide →Account Settings & Security
Your business profile and Vendor ID, plus how to turn on two-factor authentication and reset your password.
Read the guide →Channel Setup
Connect a phone number, WhatsApp, the web widget, email and SMS.
Channels Overview
A tour of the Channels page -- WhatsApp, Voice, SMS, Email and Website Chat -- and what's open on the free trial.
Read the guide →Connecting WhatsApp
Link your WhatsApp Business number through Meta's official Embedded Signup in about 90 seconds.
Read the guide →Voice & SMS Setup
Choose your Botnira phone number, forward your old number, and start taking calls and texts.
Read the guide →Connecting Email
Connect a business inbox over IMAP/SMTP, including Gmail app passwords, so Botnira can read and auto-reply to email.
Read the guide →Installing the Web Widget
Copy the embed code and add live chat to your website in a few minutes.
Read the guide →Training & Knowledge Base
Writing FAQs that prevent wrong answers, and keeping your AI up to date.
Writing FAQs That Prevent Wrong Answers
When to use an FAQ instead of your business description, and how to write ones that hold up.
Read the guide →Keeping Your Training Up to Date
When and how to revisit your business description and FAQs as your business changes.
Read the guide →How Multi-Language Training Works
Write your training once, in one language -- Botnira answers customers in 95+ languages automatically.
Read the guide →Appointment Booking & Leads
Automated booking, lead qualification and calendar setup.
Team & Multi-Location
The unified inbox, human hand-off, and agency/multi-location setup.
Using the Unified Inbox
Every conversation, across every channel, shown as a written chat -- including voice calls -- plus how to jump in as a human agent.
Read the guide →Understanding Your Analytics
How to read Conversations, Messages count, Appointments booked and Resolution rate, plus daily trends, hourly activity and channel breakdown.
Read the guide →Plans & Billing
Choosing a plan, understanding usage, and buying top-ups.
Comparing Botnira's Plans
What Basic, Starter, Growth and Pro each include, and how to pick the right one for your business.
Read the guide →Understanding Your Usage
How AI messages, voice minutes and hard-stop billing work, and how to avoid running out mid-month.
Read the guide →Buying a Top-Up Pack
What top-up packs are, when to buy one instead of upgrading, and why they never expire.
Read the guide →Botnira's Referral Program
Share your unique link and earn 15% recurring commission on every payment from customers you refer.
Read the guide →Managing Your Billing
Upgrading your plan and buying add-ons from the Billing page, all processed securely through Stripe.
Read the guide →Troubleshooting
Fixing common issues with answers, channels and connections.
Guides for this category are coming soon.
More from the hub
Case Studies
Real before-and-after numbers from Botnira customers across four industries.
Browse case studies →