# ChatbotX | Open-Source Agentic Omnichannel Chatbot & Conversational AI Platform > Build autonomous AI agents, automate workflows, and converse to convert across WhatsApp, Messenger, Instagram, Telegram, TikTok, Zalo, Webchat & Email with the open-source agentic conversation platform. ## Resources - [About Us | The Open-Source Conversational AI Platform](https://chatbotx.io/about): ChatbotX is an open-source, agentic AI platform for omnichannel chat automation, empowering over 10,000 brands to automate, scale, and take control of conversations across messaging channels. - [ChatbotX on GitHub | Open-Source Repository](https://github.com/ChatbotXIO/ChatbotX): Explore the official open-source codebase of ChatbotX, inspect releases, star the repository, and contribute to the developer community. - [ChatbotX Cloud App | Sign In & Get Started](https://app.chatbotx.io): Access the cloud-hosted ChatbotX workspace to build flows, manage AI agents, connect channels, and collaborate with your team. - [Pricing | Transparent Plans Built to Scale](https://chatbotx.io/pricing): Free open-source self-hosting or scalable cloud-managed plans with unlimited contacts, transparent pricing, and zero markups on Meta API fees. - [Features | Complete Omnichannel Automation Suite](https://chatbotx.io/features): Explore ChatbotX's complete feature suite including visual flow builder, autonomous AI agents, team shared inbox, remarketing, and growth tools. - [AI Agents | Autonomous Multi-Model AI for Sales & Support](https://chatbotx.io/features/ai-agents): Deploy autonomous AI Agents grounded in verified business knowledge with RAG, custom personas, intent routing, and smooth human handoffs. - [AI Agents CLI | Developer Command-Line Tool for AI Orchestration](https://chatbotx.io/ai-agents-cli): Developer CLI to inspect, debug, and orchestrate ChatbotX AI Agents, tools, and workflows directly from the terminal. - [Visual Flow Builder | No-Code Drag-and-Drop Automation Canvas](https://chatbotx.io/features/flow-builder): Build intelligent conversation flows with visual branching, interactive buttons, quick replies, dynamic conditions, and custom payload actions. - [Shared Team Inbox | Multi-Agent Collaboration Across Channels](https://chatbotx.io/features/shared-inbox): Centralize customer conversations from WhatsApp, Messenger, Instagram, Telegram, TikTok, Zalo, and Email into a collaborative team inbox with assignment rules. - [Triggers & Actions | Event-Driven Workflow Automations](https://chatbotx.io/features/triggers-actions): Automate workflows triggered by customer events, keyword matches, webhook calls, tag updates, and custom attribute changes. - [Remarketing & Broadcasts | High-Converting Multi-Channel Campaigns](https://chatbotx.io/features/remarketing): Send personalized broadcasts, automated drip sequences, and re-engagement campaigns with granular audience segmentation. - [CRM & Contact Management | Unified Customer Data Platform](https://chatbotx.io/features/crm-contacts): Maintain unified customer profiles across all messaging channels with custom fields, bot attributes, tags, and lifecycle stage tracking. - [Growth Tools | Turn Visitors into Qualified Conversational Leads](https://chatbotx.io/features/growth-tools): High-converting chat widgets, Click-to-Chat ads attribution, QR code generators, and shareable chat links. - [Analytics & Reports | Data-Driven Conversation Insights](https://chatbotx.io/features/analytics): Real-time analytics on message volume, first response time, conversation resolution rates, CSAT scores, and agent productivity. - [MCP Server & AI Agents | Model Context Protocol Tool Calling](https://chatbotx.io/ai-agents): Connect Claude Desktop, ChatGPT, Cursor, OpenClaw, and LLMs directly to ChatbotX via 200+ available tools across 30+ platforms. - [API Reference & Overview | 387 REST Endpoints](https://chatbotx.io/docs/api-reference/api-overview): Full OpenAPI specification and REST API documentation to integrate, extend, and automate every aspect of ChatbotX. - [Documentation | Official Guides & Developer Hub](https://chatbotx.io/docs): Comprehensive product documentation, video tutorials, and technical implementation guides in English and Vietnamese. - [Product Roadmap | Community-Driven Feature Planning](https://chatbotx.canny.io): View upcoming features, track development progress, and submit ideas directly on the ChatbotX Canny roadmap. - [Community Feedback | Help Us Improve ChatbotX](https://chatbotx.io/feedback): Share your feedback, report issues, and request new features with our product engineering team. - [Discord Community | Join ChatbotX Developers & Creators](https://discord.chatbotx.io): Connect with fellow bot builders, AI engineers, and community members for 24/7 technical support and collaboration. - [Privacy Policy | Transparent Data Protection](https://chatbotx.io/privacy): Understand how ChatbotX collects, encrypts, and handles user and organizational data in full compliance with GDPR. - [Terms of Service | Platform Usage & Licensing](https://chatbotx.io/terms): Read the complete Terms of Service governing the use of ChatbotX software, cloud services, and APIs. - [Cookie Policy | Tracking & Storage Practices](https://chatbotx.io/cookie-policy): Details on how ChatbotX uses essential, analytics, and preference cookies across our web properties. - [Data Processing Agreement (DPA) | Enterprise Compliance](https://chatbotx.io/dpa): Enterprise-grade DPA detailing security controls, data processor commitments, and subprocessor governance. - [User Data Deletion | Meta & Account Data Erasure](https://chatbotx.io/data-deletion): Clear instructions and automated callback status lookup for Meta permissions and customer data deletion requests. - [Google API Disclosure | Security & Compliance](https://chatbotx.io/google-api-disclosure): Disclosures regarding Google Workspace and OAuth scopes used by ChatbotX integrations. ## Channels & Connectivity - [WhatsApp Business Platform (Cloud API)](https://chatbotx.io/channels/whatsapp): Official Meta Cloud API integration with message templates, interactive flows, and zero markup on Meta fees. - [Facebook Messenger](https://chatbotx.io/channels/messenger): Connect Facebook Pages to automate Messenger replies, Comment-to-DM, and Click-to-Messenger campaigns. - [Instagram Direct Messages](https://chatbotx.io/channels/instagram): Automate Instagram DMs, Story mentions, Reels interactions, and Comment-to-DM flows. - [Telegram Bot API](https://chatbotx.io/channels/telegram): Deploy lightning-fast automated bots and push broadcast notifications on Telegram. - [TikTok Business Messaging](https://chatbotx.io/channels/tiktok): Engage TikTok users and convert ad traffic with automated business messaging. - [Zalo Official Account (OA)](https://chatbotx.io/channels/zalo): Native integration for the Vietnamese market with Zalo OA messaging and official ZNS notification support. - [Custom Website Chat Widget](https://chatbotx.io/channels/webchat): Customizable, responsive live chat widget for WordPress, Shopify, Next.js, and custom websites. - [Email Channel (Gmail, Outlook & IMAP/SMTP)](https://chatbotx.io/channels/email): Manage customer emails in the same unified inbox as social messages with full thread history. ## Industry Solutions - [Automotive Sales, Service & Test Drive Booking](https://chatbotx.io/industry/automotive): Qualify car buyers, schedule showroom test drives, and send automated maintenance reminders across WhatsApp and Messenger. - [Cosmetics, Beauty & Wellness Salons](https://chatbotx.io/industry/cosmetics): Deliver personalized skincare consultations, automate treatment appointments, and send re-engagement offers. - [Education, Universities & Tutoring Centers](https://chatbotx.io/industry/education): Answer student and parent inquiries 24/7, qualify enrollment leads, and automate course registration updates. - [Hospitality, Hotels & Homestays](https://chatbotx.io/industry/hospitality): Streamline reservation inquiries, send automated check-in guides, and deliver instant concierge support. - [Real Estate Agencies & Property Developers](https://chatbotx.io/industry/real-estate): Qualify property investors, schedule site viewings, and distribute property brochures automatically via chat. - [Travel Agencies & Tour Operators](https://chatbotx.io/industry/travel): Manage tour inquiries, assist with visa requirements, and send instant booking confirmations across messaging channels. ## Alternatives & Comparisons - [ChatbotX Alternatives - Compare the Top Conversational Platforms](https://chatbotx.io/alternatives): Comprehensive comparison of ChatbotX with ManyChat, Respond.io, Chatfuel, and Wati. - [ChatbotX vs ManyChat | Open-Source Freedom vs Closed Ecosystem](https://chatbotx.io/alternatives/manychat): Switch from ManyChat to ChatbotX for full code control, true omnichannel coverage, developer APIs, and no contact-based penalty pricing. - [ChatbotX vs Respond.io | Open-Source Flexibility vs Expensive SaaS](https://chatbotx.io/alternatives/respond): Compare ChatbotX and Respond.io: open-source self-hosting vs closed SaaS, zero markup on Meta fees, developer MCP server, and native Zalo OA support. - [ChatbotX vs Chatfuel | Autonomous AI vs Rule-Based Chatbots](https://chatbotx.io/alternatives/chatfuel): Upgrade from legacy rule-based builders to autonomous AI agents with unified inbox and deep enterprise integrations. - [ChatbotX vs Wati | Complete Omnichannel vs WhatsApp Only](https://chatbotx.io/alternatives/wati): Move beyond WhatsApp-only limitations with ChatbotX's unified platform for WhatsApp, Messenger, Instagram, Telegram, TikTok, Zalo, and Email. ## Customer Stories (Real Case Studies) - [F88 Financial Services Case Study](https://chatbotx.io/customers/f88): Financial giant F88 reduced customer care costs by 500% and grew loan conversion from 2.1% to 5.3% using ChatbotX Click-to-Messenger ads and CRM integration. - [Golden Gate Group (Kichi-Kichi Hotpot)](https://chatbotx.io/customers/golden-gate): Leading restaurant group generated over 4.5 billion VND in revenue, 59,186 participants, and 33,523 new subscribers via viral Messenger minigames. - [ENPRO Online English Academy](https://chatbotx.io/customers/enpro): Online English learning academy generated 269M+ VND in revenue with 1,813 messaging conversations and a 3.5% conversion rate. - [SAC (HCMC Student Support Center)](https://chatbotx.io/customers/sac): Youth organization achieved 2.1M+ post impressions, 123,504 comments, and 43,054 registered students using automated Auto-Inbox campaigns. ## Developer Tools & AI Integrations - [Model Context Protocol (MCP) Server](https://chatbotx.io/ai-agents): Connect LLM agent environments (Claude Desktop, ChatGPT, Cursor, OpenClaw) directly to ChatbotX via 200+ available tools. - [AI Agents CLI](https://chatbotx.io/ai-agents-cli): Developer command-line interface to manage and orchestrate ChatbotX agents locally. - [Perplexity Computer Integration](https://chatbotx.io/perplexity-computer): Advanced search and AI computer integration for real-time web knowledge retrieval. - [Claude Cowork AI Workspace](https://chatbotx.io/claude-cowork): Collaborate with Anthropic Claude models for deep reasoning and automated customer support. - [Hermes Agent Runtime](https://chatbotx.io/hermes-agent): High-efficiency autonomous agent execution environment integrated into ChatbotX workflows. - [Paperclip Asset & Media Pipeline](https://chatbotx.io/paperclip): Manage attachments, dynamic images, and media assets across omnichannel chats. - [nanoclaw Lightweight Automation](https://chatbotx.io/nanoclaw): High-performance micro-automation engine for low-latency webhook events. - [Codex Automation Assistant](https://chatbotx.io/codex): AI-assisted workflow and code generation for building custom chat integrations. - [REST APIs & Webhooks](https://chatbotx.io/api-cli-mcp): Robust programmatic interface with 387 endpoints for deep custom integrations. ## Documentation & Technical Guides (ChatbotX Docs) ### Self-Hosting & Deployment - [Introduction](https://chatbotx.io/docs/index): Welcome to ChatbotX documentation - [How it works](https://chatbotx.io/docs/howitworks): Learn the architecture of the project - [Quickstart](https://chatbotx.io/docs/quickstart): Get started with ChatbotX installation - [Docker Compose](https://chatbotx.io/docs/installation/docker-compose): Install ChatbotX using Docker Compose - [Docker](https://chatbotx.io/docs/installation/docker): Install ChatbotX using Docker standalone - [Development Environment](https://chatbotx.io/docs/installation/development): Set up ChatbotX for local development - [Dev Container](https://chatbotx.io/docs/installation/devcontainer): Install ChatbotX using Dev Container - [Environment Variables](https://chatbotx.io/docs/configuration/environment-variables): Environment variables reference for ChatbotX. - [Docker Configuration](https://chatbotx.io/docs/configuration/docker): How to pass environment variables to ChatbotX services in Docker and Docker Compose. - [Emails](https://chatbotx.io/docs/configuration/emails): How to configure outgoing email for ChatbotX. - [R2 Configuration](https://chatbotx.io/docs/configuration/r2): How to use Cloudflare R2 for file storage - [Caddy](https://chatbotx.io/docs/reverse-proxies/caddy): Configure Caddy as a reverse proxy for ChatbotX. - [Nginx](https://chatbotx.io/docs/reverse-proxies/nginx): Configure Nginx as a reverse proxy for ChatbotX. - [Configure App Credentials](https://chatbotx.io/docs/super-admin/platform-credentials): Guide to configure Platform Credentials: set up custom developer applications for branded user logins and channel connections. - [Enterprise Edition](https://chatbotx.io/docs/super-admin/enterprise-edition): Compare ChatbotX Community and Enterprise editions, activate a licensed Enterprise installation, and verify advanced administration features. - [Help Links](https://chatbotx.io/docs/super-admin/help-links): Detailed guide on configuring Help Links in Self-Hosted ChatbotX to customize help resources and documentation links on your users' left sidebar. ### AI Agents & MCP - [Agents](https://chatbotx.io/docs/ai-agents/agents): Learn how to create and configure AI Agents in ChatbotX to provide automated customer support and consultation 24/7 across every channel. - [AI Providers](https://chatbotx.io/docs/ai-agents/ai-provider): Learn how to integrate and manage API Keys for AI providers like OpenAI, Gemini, Claude, DeepSeek, OpenRouter, and OpenAI Compatible in ChatbotX. - [Knowledge](https://chatbotx.io/docs/ai-agents/knowledge): How to create and manage a Knowledge Base for your AI Agent so it can answer accurately based on your business information. - [AI Functions](https://chatbotx.io/docs/ai-agents/functions): Learn how to configure AI Functions in ChatbotX so your Agent can look up data, process requests, and integrate with external applications automatically. - [MCP Servers](https://chatbotx.io/docs/ai-agents/mcp-servers): Learn how to connect MCP Servers to ChatbotX to expand your AI Agent's integration and data-processing capabilities. - [Rich Responses](https://chatbotx.io/docs/ai-agents/rich-responses): Learn how to configure AI Agents in ChatbotX to automatically send interactive rich messages including Cards, Carousels, Buttons, Quick Replies, Media, and execute system Actions. - [Introduction](https://chatbotx.io/docs/mcp/introduction): Connect AI agents to ChatbotX using the Model Context Protocol (MCP). - [Set Up ChatbotX MCP by Platform](https://chatbotx.io/docs/mcp/platform-setup): Connect ChatbotX MCP Server to OpenClaw, Hermes, Claude Code, VS Code, Codex, Antigravity, Gemini CLI, and ChatGPT. - [Best Practices & AI Examples](https://chatbotx.io/docs/mcp/best-practices-and-examples): Run ChatbotX MCP actions safely with authentication, ID resolution, approval rules, and natural language examples. - [Tools & Troubleshooting](https://chatbotx.io/docs/mcp/tool-reference-and-troubleshooting): Review ChatbotX MCP tool groups and troubleshoot common connection or discovery issues. ### Flow Builder & Automation - [Flow Management and Design](https://chatbotx.io/docs/automation/flows): Learn how to build automated Flows in ChatbotX, design conversation journeys, create branches, and automate customer care. - [Export and Import Flows](https://chatbotx.io/docs/automation/import-export-flows): Export a ChatbotX Flow as a file, import it into a workspace, and track the result in Import history. - [Content Blocks](https://chatbotx.io/docs/automation/content-blocks): An overview of Content Blocks in ChatbotX, including text, images, video, files, data collection questions, and more. - [Buttons](https://chatbotx.io/docs/automation/buttons): Learn how to create and configure Buttons in ChatbotX Flows to collect responses and guide customers through your conversation path. - [Quick Replies](https://chatbotx.io/docs/automation/quick-replies): Learn how to create Quick Replies in ChatbotX so customers can choose a response instead of typing manually. - [Actions](https://chatbotx.io/docs/automation/actions): An overview of Actions in ChatbotX: contact classification, Inbox routing, broadcast management, AI integration, and third-party tools. - [Get Data From JSON](https://chatbotx.io/docs/automation/get-data-from-json): Extract a value from JSON data in a ChatbotX Flow and use it in the next step of your automation. - [Format Date](https://chatbotx.io/docs/automation/format-date): Format dates and times in a ChatbotX Flow with date-fns patterns before showing them to customers or using them in automation. - [Generate Code](https://chatbotx.io/docs/automation/generate-code): Generate a unique random code in a ChatbotX Flow for vouchers, tickets, order references, and other customer records. - [Count Characters](https://chatbotx.io/docs/automation/count-characters): Count the characters in a customer response in ChatbotX and use the result to validate a Flow step. - [Messenger Actions](https://chatbotx.io/docs/automation/messenger-actions): Learn how to use Messenger Actions in ChatbotX. - [System Fields](https://chatbotx.io/docs/automation/system-fields): A reference to the System Fields covered in this document, grouped into Contacts Fields, Account Fields, Ads Fields, and Other Fields. - [Custom Fields](https://chatbotx.io/docs/automation/custom-fields): Learn how to create and use Custom Fields in ChatbotX to store and personalize customer data. - [Keywords](https://chatbotx.io/docs/automation/keywords): Learn how to use Keywords in ChatbotX to trigger automatic replies when customers send predefined phrases. - [Dynamic Content](https://chatbotx.io/docs/automation/dynamic-content): A detailed guide to Dynamic Content in ChatbotX: standard JSON structure, creating visual interactive messages, and executing automated Actions. - [External API Request](https://chatbotx.io/docs/automation/external-api-request): Learn how to configure External API Request in ChatbotX to connect to external servers, retrieve real-time data, and automate workflows. - [Execute JavaScript Code](https://chatbotx.io/docs/automation/execute-javascript-code): Run JavaScript in a ChatbotX Flow to calculate, validate, normalize, and save data to a Custom Field. - [Delay reply](https://chatbotx.io/docs/automation/wait): Learn how to configure delay replies using the Wait block in ChatbotX Flow Builder to optimize message delivery timing. - [Condition](https://chatbotx.io/docs/automation/condition): Learn how to use Condition nodes in ChatbotX Flows to evaluate contact data and route customers to the right branch. - [Follow Up](https://chatbotx.io/docs/automation/follow-up): Learn how to use the Follow Up node in ChatbotX Flows to automatically re-engage customers who stop responding. - [Triggers and Actions](https://chatbotx.io/docs/triggers/actions): Learn how to set up Triggers and Actions in ChatbotX to automate responses when events happen to your contacts. - [Webhooks](https://chatbotx.io/docs/triggers/webhooks): Learn how ChatbotX sends Webhooks when configured events match Actions executed by a Perform Action node in Flow Builder. ### Growth Tools & Engagement - [Entry Point Links](https://chatbotx.io/docs/tools/entry-point-links): Learn how to create Entry Point Links in ChatbotX so customers enter the right chatbot Flow from ads, websites, or QR codes. - [QR Code Generator](https://chatbotx.io/docs/tools/qr-code-generator): Learn how to create and manage QR codes in ChatbotX to guide customers directly into chatbot flows from print materials and physical stores. - [Magic Links](https://chatbotx.io/docs/tools/magic-links): Learn how to create and use Magic Links in ChatbotX for smart redirection, passing dynamic tracking parameters (UTM), and link analytics. - [Facebook Comment Automation](https://chatbotx.io/docs/tools/facebook-comment-automation): Learn how to set up and manage Facebook Comment Automation to automatically reply to public comments and send private inbox messages on your Fanpage. - [Facebook Lead Ads Automation](https://chatbotx.io/docs/tools/facebook-lead-ads-automation): Set up Facebook Lead Ads Automation in ChatbotX to capture Lead Form data automatically and start a Flow for each new lead. - [Instagram Comment Automation](https://chatbotx.io/docs/tools/instagram-comment-automation): Set up Instagram Comment Automation in ChatbotX to reply to comments, send private messages, and filter responses by keywords. - [Instagram Story Reply Automation](https://chatbotx.io/docs/tools/instagram-story-reply-automation): Set up Instagram Story Reply Automation in ChatbotX to automatically reply to Story responses with a message, Flow, or AI Agent. - [Create and manage Appointment Scheduling](https://chatbotx.io/docs/tools/appointment-scheduling): Create Appointment Scheduling in ChatbotX to manage calendars, accept bookings, send reminders, and check available times in conversations. - [Questionnaires](https://chatbotx.io/docs/tools/questionnaires): Create and manage Questionnaires in ChatbotX to collect responses, validate data, score answers, and review applicant results. - [Create and Manage Coupons](https://chatbotx.io/docs/tools/coupons): Create and manage Coupons in ChatbotX: organize coupon topics, import codes, distribute coupons in Flows, and track their usage. ### Channel Setup & Protocols - [Local Development with Tunnels](https://chatbotx.io/docs/channels/local-development-with-tunnels): Learn how to use Local Development with Tunnels in ChatbotX. - [Facebook Messenger](https://chatbotx.io/docs/channels/facebook-messenger): Connect Facebook Messenger to ChatbotX so your chatbot can send and receive messages on your Facebook Page. - [WhatsApp Embedded Signup](https://chatbotx.io/docs/channels/whatsapp): Connect WhatsApp Business to ChatbotX via Meta's Embedded Signup flow. - [WhatsApp Manual Setup](https://chatbotx.io/docs/channels/whatsapp-manual-setup): Set up WhatsApp Cloud API manually in ChatbotX using Meta Developer, a permanent token, WhatsApp Business Account ID, and webhooks. - [Instagram via Instagram Business Login](https://chatbotx.io/docs/channels/instagram-business-login): Connect your Instagram Professional account to ChatbotX using the recommended Instagram Business Login method to automate conversations. - [Instagram via Facebook Login](https://chatbotx.io/docs/channels/instagram-channel-setup): Connect Instagram to ChatbotX so your chatbot can send and receive Direct Messages on your Instagram Professional account. - [Telegram](https://chatbotx.io/docs/channels/telegram): Configure Telegram integration for ChatbotX. - [Webchat](https://chatbotx.io/docs/channels/webchat): Create a Webchat widget to your website so visitors can message you while they browse. - [Zalo Official Account](https://chatbotx.io/docs/channels/zalo-oa): Connect your Zalo Official Account to ChatbotX so your chatbot can send and receive messages on Zalo. - [Email](https://chatbotx.io/docs/channels/email): Configure Email integration for ChatbotX. - [TikTok](https://chatbotx.io/docs/channels/tiktok): Connect TikTok Business Messaging to ChatbotX to automate chat responses, handle image attachments, and manage conversations. - [Create Google App](https://chatbotx.io/docs/channels/google-app): Learn how to create a custom Google App to obtain Client ID and Client Secret under your own brand. - [How to connect Whatsapp Business to ChatbotX](https://chatbotx.io/docs/channels/whatsapp/whatsapp-connect): Learn how to connect your Whatsapp Business to ChatbotX so you can automate Messenger messages. - [WhatsApp Coexistence](https://chatbotx.io/docs/channels/whatsapp/whatsapp-coexistence): Learn how to connect WhatsApp Coexistence in ChatbotX to retain your existing WhatsApp Business number, sync contacts, and continue customer support. - [WhatsApp Flows](https://chatbotx.io/docs/channels/whatsapp/whatsapp-flows): Learn how to integrate WhatsApp Flows into ChatbotX to collect customer information, book appointments, generate leads, and deliver quotes. - [WhatsApp List Messages & Reply Buttons](https://chatbotx.io/docs/channels/whatsapp/whatsapp-list-messages-and-reply-buttons): Learn how to use WhatsApp List Messages and Reply Buttons on ChatbotX to optimize responses and increase conversion rates. - [WhatsApp Template Messages](https://chatbotx.io/docs/channels/whatsapp/whatsapp-template-messages): Learn how to create, submit for approval, and use WhatsApp Template Messages in ChatbotX. - [How to Connect Facebook Messenger to ChatbotX](https://chatbotx.io/docs/channels/messenger/connect-facebook-messenger): Step-by-step guide to connect your Facebook Page with ChatbotX to automate Messenger conversations and post comments. - [Utility Messages](https://chatbotx.io/docs/channels/messenger/utility-messages): Learn how to configure Utility Messages to proactively message customers outside the 24-hour interaction window on Facebook Messenger. - [How to Connect Instagram to ChatbotX](https://chatbotx.io/docs/channels/instagram/connect-instagram): Step-by-step guide to connect your Instagram Professional account to ChatbotX to automate DMs, Story Mentions, and Comment-to-DM. - [How to create a Zalo OA account](https://chatbotx.io/docs/channels/zalo/create-zalo-oa): Learn how to create a Zalo Official Account and connect it to ChatbotX so you can automate customer care on Zalo. - [How to connect Zalo OA to ChatbotX](https://chatbotx.io/docs/channels/zalo/connect-zalo-oa): Learn how to connect your Zalo Official Account to ChatbotX so you can automate messages and customer care. - [How to create a TikTok Business account](https://chatbotx.io/docs/channels/tiktok/create-tiktok-business-account): Guide to creating a TikTok Business account and enabling Advanced Access. - [How to connect TikTok to ChatbotX](https://chatbotx.io/docs/channels/tiktok/connect-tiktok): Learn how to connect your TikTok Business account to ChatbotX to automate messages and manage customer conversations. - [Connect Telegram to ChatbotX](https://chatbotx.io/docs/channels/telegram/connect-telegram): Configure Telegram integration for ChatbotX. - [Create Webchat on ChatbotX](https://chatbotx.io/docs/channels/webchat/connect-webchat): Create a Webchat widget to your website so visitors can message you while they browse. - [Connect Email to ChatbotX](https://chatbotx.io/docs/channels/email/connect-email): Learn how to use Connect Email to ChatbotX in ChatbotX. ### Contacts CRM & Shared Inbox - [Contacts Overview](https://chatbotx.io/docs/contacts/overview): Explore the Contacts page in ChatbotX to review your contact list, check lead sources and assignees, and open customer profiles quickly. - [Import Contacts](https://chatbotx.io/docs/contacts/import-contacts): Learn how to import contacts from a CSV file into ChatbotX, map data to the correct fields, and add Tag or Custom Field values when needed. - [Export Contacts](https://chatbotx.io/docs/contacts/export-contacts): Learn how to export contacts in ChatbotX to a CSV file containing Bot Fields, Custom Fields, and Tags, or automatically sync data to Google Sheets. - [Filter Contacts](https://chatbotx.io/docs/contacts/filter-contacts): Learn how to search contacts by name, sort the Contacts list, and apply advanced condition filters with logical operators in ChatbotX. - [Bulk Actions](https://chatbotx.io/docs/contacts/bulk-actions): Learn how to use Bulk Actions in Contacts to Assign, Add Tag, Set Custom Field, Export, and run more actions from the More menu. - [How to delete a contact?](https://chatbotx.io/docs/contacts/delete-contacts): Learn how to delete unwanted contacts from your ChatbotX account to clean up your audience database and optimize contact management. - [Conversation Management](https://chatbotx.io/docs/inbox/conversations): Learn how to manage conversations in Inbox, including filtering chats, switching between Bot and Human, sending Flows, and handling customers efficiently. - [Block Contacts](https://chatbotx.io/docs/inbox/block-contacts): Learn how to block spam contacts in ChatbotX manually from Inbox or automatically through Flow Builder. - [Permissions & Team Collaboration](https://chatbotx.io/docs/inbox/team-collaboration): Learn how to assign conversations and collaborate inside Inbox, including manual assignment and automatic distribution across the team. - [Admin Permissions & Management](https://chatbotx.io/docs/inbox/admins): Learn how to invite team members to manage your chatbot and configure detailed system permissions for each user in ChatbotX. ### Remarketing & Broadcasts - [Omnichannel Broadcasts](https://chatbotx.io/docs/remarketing/omnichannel-broadcasts): Overview of Broadcasts in ChatbotX to send bulk messages to multiple channels simultaneously to optimize remarketing and customer care campaigns. - [Messenger Broadcasts](https://chatbotx.io/docs/remarketing/messenger-broadcasts): Learn how to create Messenger Broadcasts in ChatbotX to send bulk messages via Messenger using Utility Templates or directly to Active Contacts within 24 hours. - [WhatsApp Broadcasts](https://chatbotx.io/docs/remarketing/whatsapp-broadcasts): Learn how to create WhatsApp Broadcasts in ChatbotX to send bulk messages using Template Messages or free-form messages within the 24-hour chat session. - [Zalo OA Broadcasts](https://chatbotx.io/docs/remarketing/zalo-oa-broadcasts): Create Zalo OA Broadcasts in ChatbotX to send a bulk campaign to a selected group of Zalo OA contacts. - [Instagram Broadcasts](https://chatbotx.io/docs/remarketing/instagram-broadcasts): Create Instagram Broadcasts in ChatbotX to send a bulk campaign to a selected group of Instagram contacts. - [Telegram Broadcasts](https://chatbotx.io/docs/remarketing/telegram-broadcasts): Create Telegram Broadcasts in ChatbotX to send a bulk campaign to a selected group of Telegram contacts. - [TikTok Broadcasts](https://chatbotx.io/docs/remarketing/tiktok-broadcasts): Create TikTok Broadcasts in ChatbotX to send a bulk campaign to a selected group of TikTok contacts. - [Sequences - Drip Campaigns](https://chatbotx.io/docs/remarketing/sequences): Learn how to build automated message sequences in ChatbotX, including free-form messages and approved template messages. ### Third-Party Integrations - [Google Sheets Integration](https://chatbotx.io/docs/integrations/google-sheet): Connect your Google Sheets account to ChatbotX to automatically send contact data, lookup row information, update, and clear rows in your chatbot flows. - [Facebook Ads - Custom Audience Integration](https://chatbotx.io/docs/integrations/facebook-ads-custom-audience): Connect your Facebook Ads account with ChatbotX to automatically sync custom audience lists for your advertising campaigns. - [Make Integration](https://chatbotx.io/docs/integrations/make): Connect ChatbotX with Make to receive events, send Flow data, and automate Actions for contacts. - [n8n Integration](https://chatbotx.io/docs/integrations/n8n): Connect ChatbotX with n8n to automate contact data, events, and workflows. - [ActiveCampaign Integration](https://chatbotx.io/docs/integrations/activecampaign): Connect ActiveCampaign with ChatbotX to create or update contacts, apply Tags, and add them to a List or Automation from a Flow. - [GetResponse Integration](https://chatbotx.io/docs/integrations/getresponse): Connect GetResponse with ChatbotX to add contacts to a List, apply Tags, and set their Autoresponder cycle day from a Flow. - [Mailchimp Integration](https://chatbotx.io/docs/integrations/mailchimp): Connect Mailchimp with ChatbotX to add contacts to an Audience, configure Double Opt-In, apply Tags, and sync Custom Fields from a Flow. - [MailerLite Integration](https://chatbotx.io/docs/integrations/mailerlite): Connect MailerLite with ChatbotX to create or update subscribers, select a Group and status, and sync Custom Fields from a Flow. - [Moosend Integration](https://chatbotx.io/docs/integrations/moosend): Connect Moosend with ChatbotX to create or update a subscriber in the selected mailing list when the contact reaches the action in a Flow. - [Drip Integration](https://chatbotx.io/docs/integrations/drip): Connect Drip with ChatbotX to create or update a subscriber from contact data when the action runs in a Flow. - [SendGrid Integration](https://chatbotx.io/docs/integrations/sendgrid): Connect SendGrid with ChatbotX to create or update a Marketing Contact and add it to a selected list from a Flow. - [Klaviyo Integration](https://chatbotx.io/docs/integrations/klaviyo): Connect Klaviyo with ChatbotX to create or update a profile and add it to a selected list from a Flow. ### Developer CLI & API Reference - [API Overview](https://chatbotx.io/docs/api-reference/api-overview): Getting started with the ChatbotX Public API - [Introduction](https://chatbotx.io/docs/cli/introduction): Automate ChatbotX workspace operations from the command line with the ChatbotX CLI. - [Authentication](https://chatbotx.io/docs/cli/authentication): Set up Workspace token or environment variable authentication for the ChatbotX CLI. - [Command Reference](https://chatbotx.io/docs/cli/command-reference): Review global options, command groups, contact identifier lookups, and the full ChatbotX CLI command catalog. - [Best Practices & Troubleshooting](https://chatbotx.io/docs/cli/best-practices-and-troubleshooting): Follow safe operating workflows and learn to troubleshoot common ChatbotX CLI errors. ### White Label & SaaS Edition - [Activate White Label version](https://chatbotx.io/docs/whitelabel): Learn how to check your subscription plan, activate White Label, and access custom branding modules on ChatbotX. - [Configure App Credentials](https://chatbotx.io/docs/whitelabel/platform/platform-credentials): Manage custom app credentials and control which channels workspaces can create on your White Label platform. - [Configure Platform Branding for ChatbotX White Label](https://chatbotx.io/docs/whitelabel/platform/branding-white-label): Guide to configure Platform Branding in ChatbotX Portal: change brand name, light/dark logos, favicon, primary color, legal links, and advanced CSS/JS customization. - [Configure SMTP and Email Templates for ChatbotX White Label](https://chatbotx.io/docs/whitelabel/platform/smtp-and-email-templates): Guide to configure outgoing mail server (SMTP) and customize system email templates in ChatbotX White Label. - [Help Links](https://chatbotx.io/docs/whitelabel/platform/help-link): Detailed guide on configuring Help Links in Whitelabel ChatbotX to customize help resources and documentation links on your clients' left sidebar. - [Manage Sub-accounts in ChatbotX White Label](https://chatbotx.io/docs/whitelabel/saas/sub-accounts): Guide to create and manage end-user sub-accounts on ChatbotX White Label portal. - [Plans + Top-up packs](https://chatbotx.io/docs/whitelabel/saas/plans): Learn how to create Plans, set Bot message limits, and sell Top-up packs through Stripe in ChatbotX White Label. - [Manage Workspaces and Monitor Usage on ChatbotX White Label](https://chatbotx.io/docs/whitelabel/saas/workspaces-and-usage): Guide to manage all workspaces and monitor resource usage quotas on ChatbotX Portal. - [Configure Custom Domain for Portal](https://chatbotx.io/docs/whitelabel/saas/custom-domain): Guide to point custom domain to White Label portal and configure DNS records to verify and enable SSL. - [Automate White Label Billing with Stripe in ChatbotX](https://chatbotx.io/docs/whitelabel/saas/billing-stripe): Guide to connect Stripe with ChatbotX White Label to create SaaS packages, automate recurring billing, and manage client subscriptions. - [Configure Facebook Messenger](https://chatbotx.io/docs/whitelabel/channels/facebook-messenger): Learn how to create a Facebook App and configure credentials to connect the Messenger channel on your portal. - [Configure Instagram via Facebook Login](https://chatbotx.io/docs/whitelabel/channels/instagram): Learn how to connect an Instagram Professional account via a Facebook App and configure credentials on your portal. - [Create Google App](https://chatbotx.io/docs/whitelabel/channels/create-google-app-for-white-label): Learn how to create a custom Google App to obtain Client ID and Client Secret under your own brand. - [Configure WhatsApp Embedded Signup](https://chatbotx.io/docs/whitelabel/channels/whatsapp): Learn how to configure the Facebook Login for Business app, set up the System User, and connect WhatsApp Business Cloud API via the Embedded Signup flow on your portal. - [Configure Zalo Official Account](https://chatbotx.io/docs/whitelabel/channels/zalo-oa): Learn how to register a Zalo Developer application, verify your domain, configure webhooks, and set up Zalo OA credentials on your portal. - [Configure TikTok](https://chatbotx.io/docs/whitelabel/channels/tiktok): Learn how to register a TikTok Developer app, apply for Business Messaging API access, and configure credentials on your portal. ### General Documentation - [En](https://chatbotx.io/docs/en): Learn how to use En in ChatbotX. - [Self Hosting](https://chatbotx.io/docs/Self Hosting): Learn how to use Self Hosting in ChatbotX. - [Getting Started](https://chatbotx.io/docs/Getting started): Learn how to use Getting Started in ChatbotX. - [Installation](https://chatbotx.io/docs/Installation): Learn how to use Installation in ChatbotX. - [Configuration](https://chatbotx.io/docs/Configuration): Learn how to use Configuration in ChatbotX. - [Reverse Proxies](https://chatbotx.io/docs/Reverse Proxies): Learn how to use Reverse Proxies in ChatbotX. - [Super Admin](https://chatbotx.io/docs/Super Admin): Learn how to use Super Admin in ChatbotX. - [Channels](https://chatbotx.io/docs/Channels): Learn how to use Channels in ChatbotX. - [Learn](https://chatbotx.io/docs/Learn): Learn how to use Learn in ChatbotX. - [Getting Started](https://chatbotx.io/docs/Getting Started): Learn how to use Getting Started in ChatbotX. - [Introducing ChatbotX](https://chatbotx.io/docs/introduction): ChatbotX is an open-source omnichannel chatbot platform that helps you automate conversations and support customers across Messenger, Instagram, WhatsApp, Zalo, TikTok, Telegram, Webchat, API and Email. - [Manage Your Workspaces](https://chatbotx.io/docs/workspace-dashboard): Learn how to select and create workspaces, review your plan, manage billing, access White Label settings, and redeem AppSumo codes. - [Analytics](https://chatbotx.io/docs/analytics): Track chatbot performance, Bot and human engagement rates, new contact sources, and response times by channel in ChatbotX Analytics. - [Automation](https://chatbotx.io/docs/Automation): Learn how to use Automation in ChatbotX. - [Ai Agents](https://chatbotx.io/docs/AI Agents): Learn how to use Ai Agents in ChatbotX. - [Contacts](https://chatbotx.io/docs/Contacts): Learn how to use Contacts in ChatbotX. - [Inbox](https://chatbotx.io/docs/Inbox): Learn how to use Inbox in ChatbotX. - [Remarketing](https://chatbotx.io/docs/Remarketing): Learn how to use Remarketing in ChatbotX. - [Triggers](https://chatbotx.io/docs/Triggers): Learn how to use Triggers in ChatbotX. - [Tools](https://chatbotx.io/docs/Tools): Learn how to use Tools in ChatbotX. - [Whatsapp](https://chatbotx.io/docs/Whatsapp): Learn how to use Whatsapp in ChatbotX. - [Whatsapp](https://chatbotx.io/docs/whatsapp): Learn how to use Whatsapp in ChatbotX. - [Messenger](https://chatbotx.io/docs/Messenger): Learn how to use Messenger in ChatbotX. - [Facebook Messenger](https://chatbotx.io/docs/facebook-messenger): Learn how to use Facebook Messenger in ChatbotX. - [Instagram](https://chatbotx.io/docs/Instagram): Learn how to use Instagram in ChatbotX. - [Instagram](https://chatbotx.io/docs/instagram): Learn how to use Instagram in ChatbotX. - [Zalo Oa](https://chatbotx.io/docs/Zalo OA): Learn how to use Zalo Oa in ChatbotX. - [Signal Messenger](https://chatbotx.io/docs/signal-messenger): Learn how to use Signal Messenger in ChatbotX. - [Tiktok](https://chatbotx.io/docs/TikTok): Learn how to use Tiktok in ChatbotX. - [Tiktok](https://chatbotx.io/docs/tiktok): Learn how to use Tiktok in ChatbotX. - [Telegram](https://chatbotx.io/docs/Telegram): Learn how to use Telegram in ChatbotX. - [Telegram](https://chatbotx.io/docs/telegram): Learn how to use Telegram in ChatbotX. - [Webchat](https://chatbotx.io/docs/Webchat): Learn how to use Webchat in ChatbotX. - [Earth](https://chatbotx.io/docs/earth): Learn how to use Earth in ChatbotX. - [Email](https://chatbotx.io/docs/Email): Learn how to use Email in ChatbotX. - [Envelope](https://chatbotx.io/docs/envelope): Learn how to use Envelope in ChatbotX. - [Integrations](https://chatbotx.io/docs/Integrations): Learn how to use Integrations in ChatbotX. - [Api Reference](https://chatbotx.io/docs/API Reference): Learn how to use Api Reference in ChatbotX. - [Overview](https://chatbotx.io/docs/Overview): Learn how to use Overview in ChatbotX. - [Application Apis](https://chatbotx.io/docs/Application APIs): Learn how to use Application Apis in ChatbotX. - [Cli](https://chatbotx.io/docs/CLI): Learn how to use Cli in ChatbotX. - [Usage & Reference](https://chatbotx.io/docs/Usage & Reference): Learn how to use Usage & Reference in ChatbotX. - [Mcp](https://chatbotx.io/docs/MCP): Learn how to use Mcp in ChatbotX. - [White Label](https://chatbotx.io/docs/White Label): Learn how to use White Label in ChatbotX. - [Platform](https://chatbotx.io/docs/Platform): Learn how to use Platform in ChatbotX. - [Saas](https://chatbotx.io/docs/SaaS): Learn how to use Saas in ChatbotX. - [Product updates](https://chatbotx.io/docs/Changelog): Learn how to use Product updates in ChatbotX. - [Product updates](https://chatbotx.io/docs/changelog): Learn how to use Product updates in ChatbotX. - [Vi](https://chatbotx.io/docs/vi): Learn how to use Vi in ChatbotX. - [Docs](https://chatbotx.io/docs/https://chatbotx.io/docs): Learn how to use Docs in ChatbotX. - [Zalo](https://chatbotx.io/docs/Zalo): Learn how to use Zalo in ChatbotX. - [Api Overview](https://chatbotx.io/docs/https://chatbotx.io/docs/api-reference/api-overview): Learn how to use Api Overview in ChatbotX. - [Cli](https://chatbotx.io/docs/https://chatbotx.io/docs/cli): Learn how to use Cli in ChatbotX. - [Introduction](https://chatbotx.io/docs/https://chatbotx.io/docs/mcp/introduction): Learn how to use Introduction in ChatbotX. ## Frequently Asked Questions (FAQs) - [What is ChatbotX and how does it work?](https://chatbotx.io/faqs): ChatbotX is an open-source agentic omnichannel conversational platform that unifies messaging channels, AI agents, and workflows into one collaborative system. - [Can I self-host ChatbotX on my own server?](https://chatbotx.io/faqs): Yes. ChatbotX is fully open-source on GitHub, allowing you to deploy on your own Docker or Kubernetes infrastructure with complete data sovereignty. - [What is the difference between Self-Hosted and Cloud Managed?](https://chatbotx.io/faqs): Self-hosted gives full code and database ownership; Cloud Managed (app.chatbotx.io) provides zero-maintenance, automated scaling, high availability, and instant updates. - [Does ChatbotX add markups to Meta WhatsApp API fees?](https://chatbotx.io/faqs): No. ChatbotX connects directly to Meta's Cloud API. You pay Meta directly at official rates with zero additional per-message markups from ChatbotX. - [Which messaging channels does ChatbotX support?](https://chatbotx.io/faqs): ChatbotX supports WhatsApp, Facebook Messenger, Instagram DM, Telegram, TikTok, Zalo OA, Webchat, and Email (Gmail, Outlook, IMAP/SMTP). - [Can AI Agents perform real actions like updating databases and booking meetings?](https://chatbotx.io/faqs): Yes. With ChatbotX's MCP server and tool-calling architecture, AI Agents can check inventory, book appointments, apply coupons, and sync CRM fields in real time. - [How does ChatbotX compare to ManyChat and Respond.io?](https://chatbotx.io/faqs): ChatbotX offers the visual flow simplicity of ManyChat combined with the omnichannel team inbox depth of Respond.io, plus open-source freedom, developer MCP tools, and local channel support like Zalo. - [Can I migrate existing contacts and chat flows from another provider?](https://chatbotx.io/faqs): Yes. You can import contacts via CSV or API, keep your existing WhatsApp phone numbers, and recreate or migrate flows seamlessly. - [Is ChatbotX GDPR compliant and secure?](https://chatbotx.io/faqs): Yes. ChatbotX is built with enterprise security standards, data encryption in transit and at rest, GDPR data processing agreements, and automated user data deletion callbacks.