User Guide

How to use the Mahalaxmi Traders (Sahyogi) platform

Quick Navigation

Section	What you do there
Dashboard	Overview stats
My Bots	Create and configure AI bots
Channels	Connect WhatsApp, Gmail, Twitter
Tools	Create actions for bots (Airtable, API calls)
Credentials	Store API keys securely
Webhooks	Configure HTTP request actions
Inbox	Read and reply to customer chats
Contacts	Manage customer contacts
Contact Lists	Group contacts for campaigns
Campaigns	Send bulk WhatsApp messages
WhatsApp Templates	Manage approved message templates
Images	Upload and manage media files
Analytics	Usage charts and metrics
Activities	Full event audit log

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Bots

Create a Bot

1. My Bots → Create Bot
2. Fill in:

Field	Description
Bot Name	Min. 3 characters
Description	What this bot does (min. 10 characters)
Color Theme	Blue, Indigo, Purple, Green, Red, Orange, Yellow
System Prompt	Instructions for the bot’s behavior and tone
Active	Toggle on to make the bot live

3. Click Save

Attach Channels to a Bot

1. Find the bot → click Manage Channels
2. Select which channels to link
3. Click Save

Attach Tools to a Bot

1. Find the bot → click Manage Tools
2. Select tools to enable
3. Click Save

Embed Bot on a Website

Get the bot URL from My Bots → copy icon:

https://chat.sahyogi.io?bot_id=YOUR_BOT_ID

Embed via iframe:

<iframe
  src="https://chat.sahyogi.io?bot_id=YOUR_BOT_ID"
  width="400" height="600"
  style="border: none; border-radius: 12px;">
</iframe>

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Channels

Connect WhatsApp

1. Channels → Add Channel → select WhatsApp
2. Fill in channel name and API Key from your provider (Gupshup / Wasimple / Meta)
3. Copy the Webhook URL into your WhatsApp provider’s dashboard
4. Click Save

Connect Gmail

1. Add Channel → Gmail
2. Click Authenticate with Google → complete OAuth flow

Connect Twitter

1. Add Channel → Twitter
2. Click Authenticate with Twitter → complete OAuth flow

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Tools & Airtable

Create a Tool

1. Tools → Create Tool
2. Fill in:

Field	Description
Tool Name	e.g., “Add Lead to Airtable”
Description	What it does — the AI reads this to decide when to use it
Integration	Select Airtable, REST API, etc.
Parameters	Key-value pairs; set source to by_ai for bot-filled values

3. Click Save, then attach to a bot via Manage Tools

Airtable Integration

Step 1 — Save credential

• Credentials → Add Credential → Type: Airtable → enter API Key → Save

Step 2 — Create tool

• Tools → Create Tool → select Airtable integration
• Pick your Base and Table
• Set Parameters matching your Airtable column names (source: by_ai)

Step 3 — Update bot system prompt

“When a user provides contact info, use the Add Customer to CRM tool to save their name, email, and phone.”

Credentials

• Credentials → Add Credential
• Supported types: Airtable, Gmail, OpenAI, WhatsApp, Stripe, Slack, and more
• Keys are encrypted at rest — use the eye icon to reveal/hide

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Inbox

Reading & Replying to Conversations

• Left panel: all contacts ordered by latest activity
• Click a contact → full thread loads on the right
• Type reply → Enter or Send
• Inbox updates in real time via WebSocket

Contact Status

Status	Meaning
Open	Active conversation
Pending	Waiting for response
Resolved	Conversation closed

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Contacts & Campaigns

Add a Contact

1. Contacts → Add Contact
2. Fill in Name (required), Phone, Email, Source (WhatsApp / Facebook / Manual)
3. Click Save

Per-contact settings: Opt-in/Opt-out, Reply Bot toggle, Status

Create a Contact List

1. Contact Lists → Create List
2. Name the list → add contacts
3. Use when creating a campaign

Create a Campaign

1. Campaigns → Create Campaign
2. Fill in:

Field	Description
Type	Broadcast, Drip, Trigger, or Survey
Template	Approved WhatsApp template
Audience	All Contacts or a Contact List
Schedule	Immediate, Scheduled, or Recurring
Template Parameters	Dynamic placeholders (e.g., customer name)

3. Click Send Now or Save as Draft

Campaign Statuses

Status	Meaning
Draft	Not sent yet
Scheduled	Will send at future time
Active	Currently running
Paused	Paused mid-run
Completed	Finished
Failed	Encountered errors

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WhatsApp Templates

Create a Template

1. WhatsApp Templates → Create Template
2. Fill in:
   • Name: lowercase, underscores, no spaces
   • Category: Marketing, Utility, or Authentication
   • Body: Use {{1}}, {{2}} for dynamic variables
   • Header / Footer / Buttons: optional
3. Click Submit for Approval

Templates are reviewed by WhatsApp/Meta — typically approved within a few hours to 24 hours.

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Webhooks

Create a Webhook

1. Webhooks → Create Webhook
2. Fill in:

Field	Description
Name	e.g., “Check Order Status”
URL	Full API endpoint
HTTP Method	GET, POST, PUT, PATCH, DELETE
Headers	JSON object e.g. {"Authorization": "Bearer TOKEN"}
Query Params / JSON Body	Static values

3. Add Parameters for dynamic values the bot fills at runtime (source: by_ai or fixed)
4. Click Save → attach to a bot via Manage Tools

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Images

Upload & Manage Images

• Images → drag-and-drop or Upload Images
• Max 10 MB per file, max 10 files at once
• Supported: PNG, JPG, JPEG, GIF, WebP, SVG
• Sort by Newest, Oldest, Name, or File Size
• Click any image to preview → Download or Delete from preview

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Account Settings

Profile & Password

• Click your avatar in the sidebar → update Name, Email, or profile picture
• Change Password: Profile Settings → Change Password

Generate API Token

1. Profile Settings → Generate API Token
2. Copy the token — shown only once
3. Use as: Authorization: Bearer YOUR_API_TOKEN
4. To revoke: click Revoke API Token