Product Modules Overview
This section covers the standard operating procedures for the core communication channels of the BusinessOnBot platform. Use these guides to manage channel-specific configurations and automation.
How to use this section
- Identify the channel relevant to the customer's query.
- Follow the specific onboarding or maintenance SOP for that module.
- For cross-channel troubleshooting, refer to the Troubleshooting Hub.
info
Most BoB clients use a combination of WhatsApp and Instagram. Ensure you check both if an automation flow is failing across platforms.
Product Module Index
WhatsApp Module
SOPs for API setup, Meta template approvals, and business profile management.
Instagram Module
Managing IG DM automation, story mention triggers, and comment-to-DM flows.
Email Module
Procedures for inbound email ticketing, SMTP setup, and routing logic.
Table of Contents
- WhatsApp SOPs: Meta Onboarding, Green Tick, and Templates.
- Instagram SOPs: DM Automation and Story Mention Logic.
- Email SOPs: Ticket conversion and agent assignment via mail.
Important Compliance
All automated messages sent via these modules must comply with Meta's Business Policy and our internal Communication Standards. Failure to follow these can lead to account suspension.