🌂System Requirements & Setup Checklist

This section contains essential information and prerequisites needed to run BotPenguin smoothly across all platforms.

The System Requirements & Setup Checklist helps you verify that your browser, accounts, and connected platforms meet the minimum requirements to use BotPenguin efficiently. It ensures your environment is properly configured before creating, deploying, or testing any chatbot.

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BotPenguin Setup Checklist

Below is a structured guide to help you understand and verify all required conditions before starting with BotPenguin.

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1. Verify Your Browser Compatibility

1. Ensure you are using a supported browser:

• Chrome (recommended)

• Firefox

• Microsoft Edge

• Safari

• Brave

2. Make sure the following settings are enabled:

• Pop-ups (allowed for BotPenguin dashboard)

3. Confirm your internet connection is stable (recommended: 10 Mbps+).

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2. Confirm General Account Requirements

• Ensure you have a valid email address or phone number to access the application. If not, create one to complete the login or signup process.

• Make sure your BotPenguin account is active.

• Verify that your email address and phone number are accessible for verification and communication.

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3. Check Platform-Specific Requirements

Choose the Requirements from the Bot you want to opt:

🔹 Website

• Ability to add a script snippet to your website header/footer

A script snippet is a small piece of code—usually written in JavaScript—that you add to your website’s header or footer section.

• Supported site builders:

  • WordPress

  • Wix

  • Shopify

  • Custom HTML/CSS

  • Webflow

  • Squarespace

🔹 WhatsApp

• A valid phone number that is not currently on Whatsapp.

• Meta Business Manager account

Why this is important:

• Meta (Facebook) owns WhatsApp and controls API access.

• Business Manager is used to:

  • Verify your business

  • Manage WhatsApp numbers

  • Create and approve message templates

  • Control access and permissions

• Without this account, WhatsApp API setup is not possible.

  Why this is important:

  • Meta uses your website to verify that your business is legitimate and compliant.

  • It helps during:

    • Business verification

    • WhatsApp API approval

  • The website should clearly display:

    • Business name

    • Products or services

    • Contact details and policies

  If you don’t have a website, Meta may reject or delay your WhatsApp API approval.

• Business Website

Why this is important:

• These APIs allow businesses to:

  • Send and receive WhatsApp messages programmatically

  • Automate conversations

  • Use chatbots, broadcasts, and notifications

• BotPenguin integrates with these APIs to enable:

  • Customer support automation

  • Marketing campaigns

  • Transactional messaging

• OR Access to WhatsApp Business API or Cloud API

WhatsApp Bot Creation with Automated onboarding

🔹 Facebook

• Facebook Page admin access

🔹 Instagram

• Instagram Business Account

🔹 Telegram

• Telegram Bot Number

🔹 MS Teams

• MS Teams Admin Center Access

• Ability to add custom apps or connectors

🔹 SMS

• SMS provider credentials (e.g., Twilio)

• Verified sender ID (depending on region)

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4. Prepare Your AI Agent Requirements

To ensure a smooth and effective AI Agent setup, make sure the following are ready:

• Define your business clearly Prepare a concise business description so the AI Agent understands your offerings, use cases, and customer intent accurately.

• Organize knowledge sources Gather FAQs, documents, help guides, and relevant website links. Providing structured information helps the AI deliver more accurate and consistent responses.

• Set communication guidelines Decide the tone of voice (formal, friendly, professional), response style, and any rules the AI should follow while interacting with users.

• Define allowed actions Clearly specify what the AI Agent is permitted to do, such as capturing leads, booking appointments, sharing links, or handing over chats to live agents.

• Ensure clean and structured data Well-organized, up-to-date, and clearly formatted data improves AI training quality and overall response accuracy.

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5. Perform Pre-Launch Testing

Before publishing your chatbot:

• Run tests for 10+ conversations

• Validate all chat flows & decision branches

• Test AI responses for accuracy

• Verify integrations (CRM, Google Sheets, etc.)

Verify Integrations (CRM, Google Sheets, etc.)

• Complete a test chat that sends data to the integration

• Check that the data appears correctly in the CRM or Google Sheet

• Confirm fields are mapped properly (name, email, phone, etc.)

• Ensure entries are created without errors or duplicates

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6. Complete Final Deployment Checks

Fulfill these deployment checks before making your Bot live :

Website Bot

• Script snippet added successfully

WhatsApp Bot

• Number connected OR API connection verified

• Green tick applied (optional)

Other Channels

• Bot connected to platform

• Permissions approved

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7. Apply Recommended Best Practices

• Update AI training materials monthly.

• Use modular chat flow design to avoid complexity.

• Monitor chatbot analytics weekly.

• Maintain consistent tone and response rules.

• Keep platform integrations up-to-date.

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🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.