Documentation

User Manual

How to set up, configure, and get the most out of your AI agents. Start here if you're new, or jump to a specific section.

Welcome to Dialogik

Dialogik lets you deploy AI agents to WhatsApp and Telegram in minutes. Create an agent, connect a channel, and it's live — answering customers, booking appointments, and handling FAQs around the clock.

📚 Quick Recipes

1. The Core Concept

Before clicking anything, here's how the pieces fit together:

  • Channels — Your phone lines. WhatsApp numbers or Telegram bots where customers reach you.
  • Agents — The AI you configure. You define who they are, what they know, and what they can do.
  • Inbox — Every conversation, in one place. Watch, monitor, or jump in manually at any time.
  • Analytics — Volume, response time, escalations. See how your agent is performing.

The flow is: connect a channel → create an agent → assign the agent to the channel → go live.

2. Connecting Your Channels

Connecting WhatsApp

We use the official Meta Business API — the only compliant way to automate WhatsApp at scale.

  1. Log in to your Dialogik Panel.
  2. Go to the Connections tab.
  3. Click Connect WhatsApp and follow the Facebook login flow.
  4. Select or create your Meta Business Portfolio and WhatsApp Business Account.
  5. Choose the phone number you want to use and verify it via SMS or voice call.
  6. Once the popup closes, click Finish Setup if prompted.
Prerequisite: You need a Meta Business Portfolio and a WhatsApp Business Account. Create them at business.facebook.com.

Connecting Telegram

  1. Open Telegram and search for @BotFather (Telegram's official bot creation tool).
  2. Send /newbot and follow the prompts — give it a name and a username (must end in _bot).
  3. BotFather will give you a token — a long string like 123456:ABC-DEF1234ghIkl....
  4. In Dialogik, go to Connections → Connect Telegram and paste the token.

3. Creating an Agent

  1. Go to the Agents tab.
  2. Click New Agent and give it a name.

The System Prompt

This is the most important field. It tells the AI who it is, what it does, and how to behave. Be specific.

Bad: "You are a helpful assistant."

Good: "You are Sarah, the receptionist for Dr. Smith's Dental Clinic. You are friendly and professional. Answer questions about prices and hours. If someone wants to book, ask for their name and preferred time and use the Calendar Book tool to confirm."

Knowledge Base

Paste everything your agent needs to know: FAQs, prices, hours, policies, addresses. The agent reads this before answering any question. The more specific you are here, the fewer hallucinations you'll see.

Tools

Give your agent capabilities beyond conversation:

  • Web Search — Lets the agent look up current information online.
  • Calendar Slots — Lets the agent see your available times (requires Google Calendar connection).
  • Calendar Book — Lets the agent book, reschedule, and cancel appointments directly on your calendar.

4. Going Live (Routing)

Creating an agent doesn't automatically put it to work — you need to assign it to a channel.

  1. Go to the Connections tab.
  2. Find your WhatsApp or Telegram connection.
  3. Open the Active Agent dropdown and select your agent.
You're live. Send a test message to your WhatsApp number or Telegram bot to confirm.

5. Using the Inbox

The Inbox shows every conversation across all your connected channels in real time.

  • Real-time monitoring — Watch messages arrive and be answered as they happen.
  • Human takeover — If a customer needs a human, or the agent gets stuck, type a reply directly. Your message goes through immediately.
  • Channel filter — Filter by WhatsApp, Telegram, or all channels at once.

6. Google Calendar Integration

For booking agents, your agent can read and write to your Google Calendar directly. Here's the three-step setup:

Step 1 — Get the service email

  1. In Dialogik, go to Agents → your agent → Google Calendar card.
  2. Copy the service account email — it ends in @...iam.gserviceaccount.com.

Step 2 — Share your calendar

  1. Go to Google Calendar.
  2. Click the three dots next to your calendar → Settings and sharing.
  3. Under "Share with specific people", add the service email you copied.
  4. Set permission to "Make changes to events" — this is required for booking to work.

Step 3 — Connect in Dialogik

  1. Paste your Google Calendar email (your own email) into the Calendar ID field.
  2. Set your Availability Keyword — this is the event title the agent will look for when checking open slots.
  3. Click Connect.
How availability works: The agent only offers slots where you've created an event named exactly your Availability Keyword (e.g., "Available"). It will never book over your other events or empty calendar space.

Troubleshooting

My agent isn't replying

  • Did you assign the agent to a channel in the Connections tab?
  • Is the System Prompt filled in?
  • Is the WhatsApp or Telegram connection status showing as Connected?

The agent is making things up

  • Check your Knowledge Base — if the answer isn't there, the AI may guess.
  • Add this to your System Prompt: "If you don't know the answer from the Knowledge Base, say 'Let me check and get back to you' and stop."

Calendar booking isn't working

  • Confirm the service email was added to your calendar with "Make changes to events" permission.
  • Check that your Availability Keyword exactly matches the event titles you created in Google Calendar.
  • Make sure Calendar Book is enabled as a tool on the agent.