BotBee Copilot — User Guide

Send a text message to a contact

Only allowed within 24 hours of the contact's last message; otherwise the assistant will confirm before sending.

Send "Thanks for reaching out, we'll follow up shortly" to Rahul

Send the same message to multiple contacts at once

One action sends to everyone and returns a single summary. Works for up to 50 recipients per request.

Send "Good morning" to Aji and Infinitech

Send a message to everyone carrying a specific label

No need to list contacts one by one.

Send "New arrivals are here!" to everyone labeled VIP

Send a personalized message to multiple contacts

Each person's own name is filled in automatically.

Send everyone on this list "Hi [name], your order is ready" with their name filled in for each person

Send a message with reply buttons

Up to 3 options.

Send Rahul a message with Yes, No, and Maybe as buttons, asking if he wants to reschedule

Send an image, video, document, or audio file by URL

Send this image to Rahul: https://example.com/photo.jpg

View recent messages with a specific contact

Show my recent conversation with Rahul

What did Infinitech last say to me?

List all your contacts for a connected number

Show my contacts

List my WhatsApp contacts for +1 555-0100

Find out who has messaged recently

Who messaged me in the last 24 hours?

Who messaged most recently?

View a specific contact's profile

Includes name, email, gender, assigned agent, labels, and last message time.

Show me Rahul's profile

Add one contact, or import many at once

Import from a pasted list or an uploaded CSV, including labels and custom field values in the same step. Up to 25 contacts per request.

Add a new contact named Priya with number 919876543210

Here's a CSV of 20 new leads with their names, numbers, and source — add them all as contacts

Update a contact's name or gender

Update Rahul's last name to Sharma

Set Priya's gender to Female

Delete a contact, or several at once

This is permanent — the assistant will always ask you to confirm first.

Delete Rahul as a contact

Delete these 5 contacts, they're all test entries

Reset a contact out of a flow or menu

Reset Priya out of her current flow

Add an internal note on a contact

Visible only to you and your team, never to the contact.

Add a note on Rahul saying he prefers calls over messages

List the labels configured on your account

Show my labels

Create one new label, or several at once

Create a label called Priority Customer

Create labels: Gold, Silver, Bronze

Assign labels to one contact, or a whole list at once

Label Rahul as VIP

Label all 40 of these contacts as New Lead

Remove a label from one contact, or from several at once

Remove the VIP label from Rahul

Remove the Trial label from these 15 contacts

See how many contacts you have per label

How many VIP contacts do I have?

Break down my contacts by label

List the custom fields configured on your account

Includes each field's type.

Show my custom fields

Set a custom field value on a contact, or on many at once

A different value for each contact — e.g. from a spreadsheet column. The field name must already exist; the assistant will check first if unsure.

Set Rahul's Address field to 12 MG Road, Chennai

Set each contact's Region field based on this list — North for these, South for those

List your product catalogs

Show my catalogs

Re-sync a catalog's products from its source feed

Re-sync my Demo catalog

List orders, optionally filtered to one catalog

Each order includes customer name, phone number, total, currency, and status.

Show my recent orders

Show orders for the Demo catalog

Update the status of one order, or several at once

The order ID comes from a prior order list request — ask to see your orders first if you don't already have it.

Mark order 64697025271775449596 as Shipped

Mark all pending orders from this week as Shipped

See order counts and revenue totals by status

How much revenue came in this month?

How many pending orders do I have?

List the automated bot flows configured on your account

Show my bot flows

What flows do I have set up?

Manually run a flow for one contact, or for many at once

Run the Welcome Flow for Priya

Run the Welcome Flow for everyone in this new CSV import