> Source: https://docs.virtuo.in/vibot/how-to
> Step-by-step recipes for common Vibot tasks — connect WhatsApp, set up the AI agent, upload a knowledge base document, and launch a campaign.

# How-to guides

Short recipes for common tasks. Per-task pages are coming — for now, the steps are summarized here.

## Connect WhatsApp for the first time

1. Go to **Connect WhatsApp**.
2. Click **Connect WhatsApp Business** and complete the Meta popup.
3. If status shows **Pending Registration**, click **Fix Registration** and enter your 6-digit two-step verification PIN (set in the WhatsApp Business app → Settings → Account → Two-step verification).

See [Getting Started → Connect WhatsApp](/vibot/getting-started/connect-whatsapp) for the long version.

## Set up the AI agent

1. Go to **Agent Config**.
2. Enter a **Persona name** (e.g. "Priya"). Click **✨ Generate with AI** for a guided wizard.
3. Choose **Response language** (Auto-detect recommended).
4. Add **Guardrail rules** if needed.
5. Click **Save changes**.

## Upload a Knowledge Base document

1. Go to **Knowledge Base**.
2. Drag-and-drop a PDF / DOCX / TXT file, or click the **URL** tab and paste a webpage URL.
3. Wait 30–120 seconds — status changes from **Processing** to **Ready**.

## Create and launch a campaign

<Video src="/videos/how-to/launch-campaign.mp4" caption="Template → Contacts → Review & Launch — the three-step wizard." />

1. Go to **Campaigns** → **New Campaign**.
2. **Step 1**: pick an **APPROVED** template.
3. **Step 2**: choose **CSV Upload** or **From Contact List**; map template variables.
4. **Step 3**: name the campaign, choose send time, click **Launch to N contacts**. The preflight check produces a traffic-light verdict — green = safe, amber = review warnings, red = fix blockers first.

**Full walkthrough with screenshots:** [**Sending → Send a campaign**](/vibot/sending/send-campaign). If this is your first ever campaign on the number, read [**Warm up a new number**](/vibot/sending/warm-up-new-number) first — fresh numbers are capped at 250 recipients/day and need a paced ramp.

## Top up the wallet

1. **Billing** → **Overview** tab.
2. **Add Credits** → complete payment on Razorpay (card / UPI / net banking).
3. Balance updates automatically after you return.

## Invite a team member

1. **Settings** → **Members**.
2. Enter their email; choose **SUPERVISOR** or **AGENT**; **Send Invite**.
3. They receive a link by email; appears as pending until accepted.

## Recover from a cancelled campaign with Resume Skipped

When a campaign is CANCELLED (manually, by the canary safety check, or by the 15% per-batch hard halt), recipients that never received a message can be resumed via a paced drip send.

1. Open the cancelled campaign's detail page.
2. In the Overview tab, click **Resume Skipped (N recipients)**.
3. Pick a preset:
   - **Conservative** — 5 → 10 → 25 → 50 per hour (recommended after a canary abort).
   - **Moderate** — 10 → 25 → 50 every 30 minutes.
4. Click **Start resume**.

The Resume button is disabled with a tooltip if a cool-off window is active.

## Allowlist a test phone

If your own internal phones keep showing as **dead_number** in preflight warnings:

1. Go to **Contacts**.
2. Find or import the contact.
3. Edit **Labels** and add **Test** — capital T, case-sensitive.
4. Save. The next preflight on a campaign targeting that contact skips the dead_number warning for that row.

Per-tenant only — does not affect other tenants.