> ## Documentation Index
> Fetch the complete documentation index at: https://guide.bajeti-ufahamu.org/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Bot

> Everything you can do with the [Bajeti Ufahamu WhatsApp assistant](https://api.whatsapp.com/send/?phone=12252283350) 

## Logging in via WhatsApp

You can log in to the webapp using an OTP delivered to your WhatsApp instead of a password.

<Steps>
  <Step title="Click Phone Login">
    From the login page, click **Phone Login**.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/login/phone_login.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=dec12a54ea291e94da7fb6c2b874c8c1" alt="Phone Login button" width="1168" height="1110" data-path="images/whatsapp/login/phone_login.png" />
    </Frame>
  </Step>

  <Step title="Enter your phone number and send the OTP">
    Type your phone number, then click **Send OTP**.
  </Step>

  <Step title="Wait for the verify card">
    The verify card appears, ready for the OTP.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/login/verify_otp.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=2960295d34bed68fd7ca3afdc4c63215" alt="Verify OTP card" width="1050" height="1254" data-path="images/whatsapp/login/verify_otp.png" />
    </Frame>
  </Step>

  <Step title="Check WhatsApp for the OTP">
    Open WhatsApp — the Bajeti Ufahamu assistant will have sent you the code.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/login/otp.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=c3326290dd4c9b63f8b787fb5759eb27" alt="OTP message in WhatsApp" width="1310" height="402" data-path="images/whatsapp/login/otp.png" />
    </Frame>
  </Step>

  <Step title="Enter the OTP and log in">
    Type the code into the OTP field, then click **Verify OTP** to log in.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/login/enter_otp.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=f893c16f32b1247551d97744c686316e" alt="Entering the OTP" width="914" height="1342" data-path="images/whatsapp/login/enter_otp.png" />
    </Frame>
  </Step>
</Steps>

## Submitting feedback (text)

<Steps>
  <Step title="Start the conversation">
    Send **Hello** to the Bajeti Ufahamu number to open a conversation.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/first_msg.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=13f4c168b2e6904d8e6f0c255524b9b5" alt="Starting the conversation with Hello" width="1902" height="462" data-path="images/whatsapp/feedback/first_msg.png" />
    </Frame>
  </Step>

  <Step title="Select a language">
    Choose the language you want to chat in. The bot will keep replying in that language for the rest of the session.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/select.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=4bc4bd4c813e47335c8b494b1113b4c5" alt="Language selection" width="986" height="1412" data-path="images/whatsapp/feedback/select.png" />
    </Frame>
  </Step>

  <Step title="Pick a flow">
    The bot lists the flows you can submit feedback to. What you see depends on your role:

    * **Champions and Facilitators**: flows in their county
    * **Coordinators**: flows in their region
    * **SuperAdmins**: every flow on the platform

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/flows.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=8ef79033a85c8f08d0751b56167bf0b7" alt="List of flows scoped to the user's role" width="1846" height="764" data-path="images/whatsapp/feedback/flows.png" />
    </Frame>
  </Step>

  <Step title="Open the flow">
    Select the flow, then tap **Message** to start giving feedback on it.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/enter_flow.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=2b62798880ddc7f63ab4339c06938c41" alt="Opening a flow to send feedback" width="1934" height="448" data-path="images/whatsapp/feedback/enter_flow.png" />
    </Frame>
  </Step>

  <Step title="Send your feedback">
    Type your feedback and send it. If the feedback comes from a specific group (for example a Person With Disability), prefix it with `<Group>:` — for example `Women: add more maternity beds` or `Elderly: …`. The bot replies to confirm the feedback was received and shows the tag it was recorded under.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/feedback_tag.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=83c9dd8609440d6aa1747f8855602686" alt="Feedback submitted with a group tag prefix and confirmation reply" width="1922" height="934" data-path="images/whatsapp/feedback/feedback_tag.png" />
    </Frame>

    <Note>
      If you don't add a `<Group>:` prefix, the AI categorizes the feedback automatically, or files it under **General** when no category fits.
    </Note>
  </Step>

  <Step title="Continue, switch flows, or end the session">
    From here you can keep sending more feedback on the same flow, switch to a different flow, or end the session.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/end.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=e4c8efb1ddbf256a73954568b5f300f9" alt="Options to continue, switch flow, or end the session" width="818" height="504" data-path="images/whatsapp/feedback/end.png" />
    </Frame>
  </Step>
</Steps>

## Submitting feedback (photos)

Once you're inside a flow (see [Submitting feedback (text)](#submitting-feedback-text)), attach a photo to your WhatsApp message and add a caption describing it. The caption is submitted as the feedback text and the photo is stored alongside it.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/image_caption.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=5bf0399d87638b9b397baf6239632cf4" alt="Photo attached with a caption as feedback" width="1872" height="786" data-path="images/whatsapp/feedback/image_caption.png" />
</Frame>

<Note>
  If you send a photo without a caption, the bot will ask you for a message first, and only submit the feedback once you reply with the text.
</Note>

## Submitting feedback (PDF upload)

Once you're inside a flow (see [Submitting feedback (text)](#submitting-feedback-text)), attach a PDF to your WhatsApp message. No caption is needed — the bot assumes all the feedback is contained in the PDF itself.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/pdf_feedback.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=a8a90a49bb37ece1bd45c6a360e293a3" alt="PDF attached as feedback" width="1868" height="852" data-path="images/whatsapp/feedback/pdf_feedback.png" />
</Frame>

## Conversation memory

The bot remembers your language choice and the flow you're currently working on, so you don't have to reselect them every time you send a new message.

## Bilingual replies

You can switch the conversation between English (EN) and Swahili (SW) at any time. Once you switch, the bot replies in that language for the rest of the conversation until you switch back.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/sw_session.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=70dc974e05a30b077fd6d497cbc753ea" alt="Conversation continuing in Swahili after a language switch" width="1966" height="1362" data-path="images/whatsapp/feedback/sw_session.png" />
</Frame>

## Getting a flow document

Once you're inside a flow (see [Submitting feedback (text)](#submitting-feedback-text)), ask the bot for the document you want — for example **I want the budget document**, **I want the infopack**, or **I want the memo**.

If the document has been uploaded to the flow, the bot replies with a download link.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/doc_available.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=78d67013b8a3c1ea7f662996cdf48704" alt="Bot replying with a download link when the document is available" width="1896" height="1114" data-path="images/whatsapp/feedback/doc_available.png" />
</Frame>

If it hasn't been uploaded yet, the bot lets you know it's not available.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/missing_doc.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=5067c973a6d2ee11b9a9993affc420aa" alt="Bot replying that the document is not yet available" width="1892" height="636" data-path="images/whatsapp/feedback/missing_doc.png" />
</Frame>

## Getting a flow status overview

Once you're inside a flow (see [Submitting feedback (text)](#submitting-feedback-text)), just ask **What is the status?** and the bot replies with a summary of where the flow is in its lifecycle.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/status.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=a544d95d207d8dbf434374774313e0bc" alt="Asking the bot for the flow's status" width="1912" height="844" data-path="images/whatsapp/feedback/status.png" />
</Frame>

## Off-topic messages

If you ask a question or send something that isn't related to budget participation, the bot still replies — it lets you know the message is off-topic and points you back to what it can help with.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/whatsapp/feedback/offtopic.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=a8741521a3aaab0bd977c383f95a4753" alt="Bot response to an off-topic message" width="1902" height="454" data-path="images/whatsapp/feedback/offtopic.png" />
</Frame>

## Notifications you'll receive

The bot proactively sends you notifications when something happens on a flow you're involved in. You don't need to be in an active conversation to receive them.

<Note>
  WhatsApp notifications are only sent to **Champions**. Facilitators and Coordinators receive the same notifications by email instead.
</Note>

**Flow lifecycle**

* Flow created
* Flow approved
* Flow closed
* Flow archived

**Feedback collection**

* Feedback collection started
* Feedback collection ended

**Documents**

* Document approval needed
* Document approved

**Account**

* Onboarding confirmation

<Note>
  Notifications are delivered via WhatsApp. If WhatsApp delivery fails, the bot falls back to SMS.
</Note>
