AI Chatbots & Knowledge Bases

Let AI handle routine conversations. WhatsMine lets you build chatbots trained on your own content, powered by OpenAI, Claude or Gemini, and connect them to your channels so they answer customers automatically.

How it fits together

Knowledge Base (your docs)  →  Chatbot (prompt + model + KB)  →  Channel (WhatsApp, etc.)
  1. Create a Knowledge Base and fill it with your content.
  2. Create a Chatbot that uses that knowledge base.
  3. Connect the chatbot to a channel (or use it in an automation).

AI Providers

Location: AI → Providers (/app/ai/providers)

📸 Screenshot: The AI Providers page.

Choose which AI provider powers your bots — OpenAI, Anthropic (Claude) or Google Gemini. Your platform may already provide working AI out of the box (system keys), or you can enter your own API key here to use your own account and billing. See AI Providers integration.

Knowledge Bases

Location: AI → Knowledge Bases (/app/ai/knowledge-bases)

A knowledge base is the information your chatbot draws on to answer accurately. This is what makes the bot answer from your business, not generic internet knowledge.

📸 Screenshot: A knowledge base with its uploaded documents.

Creating a knowledge base

  1. Click New Knowledge Base and name it.
  2. Add documents — upload files (PDF, text), paste text, add a URL, an FAQ or a sitemap.
  3. WhatsMine indexes the content (breaks it into searchable chunks). Indexing runs in the background; documents show their status.

Managing documents

  • Re-index a document if you've updated the source.
  • Delete documents you no longer need.

When a customer asks a question, the chatbot finds the most relevant pieces of your knowledge base and uses them to craft an accurate, on-brand answer (this is called RAG — retrieval-augmented generation).

Chatbots

Location: AI → Chatbots (/app/ai/chatbots)

📸 Screenshot: Creating a chatbot with system prompt, model and knowledge base.

Creating a chatbot

  1. Click New Chatbot.
  2. Give it a name and a system prompt — instructions that define its personality and rules (e.g. "You are Acme's friendly support assistant. Be concise. If you don't know, offer to connect a human.").
  3. Choose the model (e.g. GPT-4o-mini).
  4. Attach a knowledge base.
  5. Save.

Testing in the Playground

Before going live, open the Playground to chat with your bot and refine its prompt and knowledge until it answers well.

📸 Screenshot: The chatbot Playground.

Connecting a chatbot to a channel

Once you're happy, assign the chatbot to a channel from the Channel Setup page. It will then reply to incoming messages automatically, and hand off to a human when needed.

Order-aware answers

If you've connected an e-commerce store, your chatbot can read order history — so it can answer "Where's my order?" with the customer's actual order status.

Usage & limits

Every AI reply uses tokens, which count against your plan's ai_tokens_per_month limit. Knowledge bases and chatbots also have plan caps. Track your usage in Reports.

➡️ Next: build no-code workflows in Automation.

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