# Multi channel bot action

### Overview  

The **Multi Channel Bot Action** allows you to create and manage bots that work across **WhatsApp, Instagram**, or both channels. You can configure intent messages, build workflows using nodes, and publish bots for customer interactions.

{% embed url="<https://app.supademo.com/demo/cmnjrxyve21phaburp2u539ct?utm_source=link>" %}

### Accessing Bot Configuration &#x20;

* Log in to Ownchat
* Click the **Bot** menu icon
* View all bots using the **All Status filter**
* Select **Inactive** to view inactive bots (optional)

### Creating a Bot &#x20;

#### Step 1: Start Bot Creation &#x20;

* Click **Create New Bot**
* Enter a name in the **Bot name** field

{% embed url="<https://app.supademo.com/demo/cmno82fww02fvwc0irllurh35?utm_source=link>" %}

#### Step 2: Configure Intent Message &#x20;

* Enter a greeting message in the **Intent Message** field
* Select an intent option from the dropdown

{% embed url="<https://app.supademo.com/demo/cmno899kp02p3wc0inya9dmb4?utm_source=link>" %}

#### Step 3: Set Bot Configuration &#x20;

* Enter **bot expiry time** (in minutes)
* Select a **Channel Type**:
* Instagram
* WhatsApp
* WhatsApp & Instagram
* Click **Create**

{% embed url="<https://app.supademo.com/demo/cmno8bztd02zr0p0jrfrqqd92?utm_source=link>" %}

### Channel-Specific Setup &#x20;

#### Instagram Bot &#x20;

* Select **Instagram** in Channel Type
* Choose intent message
* Click **Create**
* Click **Edit Bot**
* Toggle **Publish**
* Click **Update**

{% embed url="<https://app.supademo.com/demo/cmno8klcd030e0p0jimiegs6l?utm_source=link>" %}

#### WhatsApp Bot &#x20;

* Select **WhatsApp** in Channel Type
* Enter intent message
* Optionally:
* Select predefined greetings
* Add wildcard (\*) intent
* Click **Create**
* Click **Edit Bot**
* Toggle **Publish**
* Click **Update**

{% embed url="<https://app.supademo.com/demo/cmno8wpw402r0wc0i24lnstus?utm_source=link>" %}

#### WhatsApp + Instagram Bot &#x20;

* Select **WhatsApp & Instagram** in Channel Type
* Enter and select intent message
* Click **Create**
* Click **Edit Bot**
* Toggle **Publish**
* Click **Update**

{% embed url="<https://app.supademo.com/demo/cmno8v6s501soxs0kz5c1pjyh?utm_source=link>" %}

### Channel Behavior &#x20;

Bots work based on the channels enabled during setup. The bot responds only on the selected channel(s).

#### Single Channel Usage &#x20;

If your account is onboarded with **WhatsApp only:**

* Bots can be created and used only on WhatsApp
* Bot responds only to WhatsApp messages

{% embed url="<https://app.supademo.com/demo/cmno8pe1v030i0p0jtg91g5v6?utm_source=link>" %}

If your account is onboarded with **Instagram only:**

* Bots can be created and used only on Instagram
* Bot responds only to Instagra messages

{% embed url="<https://app.supademo.com/demo/cmno8mb1d02pxwc0ix1oemoqe?utm_source=link>" %}

#### Multi Channel Usage (WhatsApp + Instagram) &#x20;

If both **WhatsApp & Instagram** are enabled:

* A single bot can be used for both channels
* The same bot works across both platforms

{% embed url="<https://app.supademo.com/demo/cmno8rp7a02q1wc0ibso60bkf?utm_source=link>" %}

**Behavior:**

* WhatsApp message → Bot responds on WhatsApp
* Instagram message → Bot responds on Instagram

### Building the Bot Workflow &#x20;

#### Add Nodes &#x20;

* Click **Add Node** or **+ icon**
* Insert nodes into the workflow

#### Add Actions &#x20;

* Click **Add Action** inside a node
* Select required action

### Key Actions &#x20;

#### **Send WhatsApp Invite** &#x20;

* Used in WhatsApp + Instagram bots
* Captures customer mobile number

**Steps:**

* Click **Add Action** → **Select Send WhatsApp Invite**
* Enter message in **Message field**
* Click **Create**

#### Send Text Message &#x20;

* Click **Send Text**
* Enter message in **Message field**
* Click **Create**

#### Customer Identification &#x20;

* Instagram → Identified using **Instagram ID**
* WhatsApp → Identified using **phone number**
* Use **Send WhatsApp Invite** to collect phone numbers from Instagram users

### Publishing the Bot &#x20;

{% embed url="<https://app.supademo.com/demo/cmno8ypwv01suxs0kwyq17021?utm_source=link>" %}

* Complete workflow
* Click **Publish**
* Verify status at the top
* Active bots appear in active state

### Important Points &#x20;

* Bot works only on the channels enabled during setup
* Bot actions behave the same across channels
* Instagram users are identified by Instagram ID
* Phone number capture requires **Send WhatsApp Invite**
* Use wildcard (\*) only if needed
* Always **Publish + Update** after changes
* Complete workflow before publishing

### Summary &#x20;

* Create bots for WhatsApp, Instagram, or both
* Configure intent messages
* Build workflows using nodes and actions
* Capture mobile numbers using WhatsApp invite
* Publish bot to activate


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