AFGenie

by AgentFaKtory

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QuickstartDocs: getting-started

Getting started

Follow the 4-step flow to get a bot live in under 10 minutes.

Log in, create a workspace, and launch your first WhatsApp document bot.

Interactive embeds & checklists

Overview tracker

Overview

4-step progress with status badges

Bots & documents

Content

Bot list, + New bot, uploads, and ingest triggers

WhatsApp tab

Channel

Number assignment, purpose, docs summary, connection status

Usage & billing

Billing

Plan, usage meters, credit balance, add credits

On this page

IntroductionLogin & account accessWorkspace dashboard overviewLaunch your first bot - 4-step flowKey concepts

Introduction

AFGenie is an AI WhatsApp document bot platform that turns Documents into searchable knowledge bases and answers user questions directly on WhatsApp.

  • Upload Documents once and keep answers consistent for your team or customers.
  • Each bot has its own persona, document collection, and WhatsApp connection.
  • Use the dashboard to ingest content, monitor status, and control spend.

Login & account access

Go to https://afgenie.ai and sign in to reach your workspace dashboard.

  • Click "I already have an account" (or sign up if you're new).
  • Use your work email + password, complete the CAPTCHA, then hit Log in.
  • After login you land on the Workspace Dashboard, which is your control center.

Workspace dashboard overview

Four tabs keep your rollout organized. Use the Overview tab as your onboarding compass.

  • Overview: track the 4-step Getting Started progress with badges (Not started → Done).
  • Bots & documents: create/rename bots, upload Documents, trigger ingest, and view terms acceptance.
  • WhatsApp: review or configure the number assigned, set persona/purpose, and view connection status.
  • Usage & billing: view plan, wallet balance, included vs used pages/messages, and recent trends.

Overview tracker

Overview

4-step progress with status badges

Bots & documents

Content

Bot list, + New bot, uploads, and ingest triggers

WhatsApp tab

Channel

Number assignment, purpose, docs summary, connection status

Usage & billing

Billing

Plan, usage meters, credit balance, add credits

Launch your first bot - 4-step flow

Work through these four steps once and you have a live WhatsApp bot.

  • Step 1 - Create a bot: Bots & documents → + New bot → name, purpose, docs summary → Save.
  • Step 2 - Upload Documents: choose your bot, upload Documents, accept terms, and start ingestion.
  • Step 3 - Connect WhatsApp: configure the assigned number or run embedded signup, set purpose and docs summary, then Save settings.
  • Step 4 - Add credits: Usage & billing → Add credits → complete payment (e.g., Razorpay) to fund ingestion and messaging.

Key concepts

Know these terms to move faster.

  • Bot: the persona and behavior that answers questions from a Documents collection.
  • Documents: PDFs uploaded for a bot; chunked and embedded into a collection.
  • Collection: the Qdrant index tied to a bot; each bot has its own collection.
  • Workspace: your tenant; holds bots, Documents, users, and billing.

Checklist

Resources

Checklist

AFGenie by AgentFaKtory | WhatsApp AI agents powered by your documents