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Welcome to Texter Docs

This is the official documentation for building and configuring WhatsApp chatbots with Texter — from YAML bot flows to AI-powered assistants. Whether you're building your first bot, wiring up an AI agent, or looking up a specific function, you'll find what you need here.

What's covered​

YAML Overview​

How bot YAML files are structured — node types, how they connect, and the execution model.

Bot Configuration​

All top-level settings: start_node, working_time, pending_message, abandoned_bot_settings, and more.

Data Injection​

The %provider:path|transformer% syntax for injecting dynamic data — chat fields, CRM data, bot state, timestamps — into any text field.

Node Types​

  • Prompt — Collect user input (free text, choices)
  • Notify — Send messages and media
  • Func — Run logic: routing, HTTP requests, CRM operations, date formatting, and more
  • WhatsApp Flow — Interactive native forms inside WhatsApp

Q-AI Bot​

Texter's AI assistant — an OpenAI-backed bot that answers from a project's own knowledge base (RAG), returns structured replies the bot flow can act on, re-engages quiet leads, and hands off to a human when needed. Covers how it works, how to configure it per project, and how to support it.

Tools​

Interactive tools you run straight from the browser — including Onboard AI Bot, which provisions a new AI project end to end.

Scenario Marketplace​

Ready-made, copy-paste scenario configurations for common automations — search the catalog and grab the JSON you need.

API & External References​

Links to the Texter API docs and all supported CRM/third-party platform documentation (Zoho, Powerlink, HubSpot, Rapid, Provet, Shopify, and more).

ResourceLink
Texter Homewww.texterchat.com
Texter API Docsapidocs.texterchat.com
Bot YAMLGet started →
Q-AI BotMeet the AI assistant →
Scenario MarketplaceBrowse scenarios →
What's newChangelog →

How to use these docs​

  1. New to Texter? Start with the YAML Overview to understand how bots are structured, then explore Bot Configuration.
  2. Building an AI bot? Head to the Q-AI Bot section, then use Onboard AI Bot to set one up.
  3. Looking up a function? Use the search bar at the top, or browse the sidebar under Types → Func.
  4. Need data injection? The Providers and Transformers pages list every available option with examples.
  5. Want a ready-made automation? Browse the Scenario Marketplace and copy the config straight into your setup.
  6. Migrating old syntax? See Legacy Syntax for a mapping of %DATA_CRM%, %DATA_BOT_NODE%, etc. to the modern format.
tip

Every function and node page includes multiple real-world YAML examples. If you see a pattern you need, copy the YAML directly into your bot.

Ask AI

In a hurry? Use Ask AI to ask a question in plain English — it answers from these docs and links you straight to the source page.