Setup and buying help

What Botployment manages and what connects externally

Plan to configure and use Botployment as your business platform. Connecting a messaging channel does not connect every tool you already use.

Records managed inside Botployment

Your Botployment catalog, store prices and stock policies support product answers. Orders, customer records, inventory, POS and appointments support the follow-up work. These applications need their own setup and authorized team access. A saved chat order is not automatically paid or fulfilled; a booking does not automatically create an unpaid order.

Bringing in an existing catalog

Excel/CSV product import transfers reviewed catalog data into Botployment. You map the fields and check validation before completing it. Maintain subsequent changes in Botployment or perform a reviewed import when appropriate. This is not continuous synchronization with an external POS or inventory service.

Messaging connections

WhatsApp connects through Meta authorization and provider delivery; Telegram requires its own channel setup. Provider eligibility, credentials and delivery restrictions still apply. Connecting a messaging channel lets customers talk to your business through Botployment. It does not automatically connect another sales or scheduling system.

Optional Google Calendar connection

Your appointment remains in Botployment. If you connect Google Calendar and enable appointment copies, it can also appear in the connected calendar; the copy may take time to arrive. You can choose to check Google busy times when offering appointments. If you also enable changes from Google and have the required permissions, valid time changes to a linked Botployment-created copy can update the Botployment appointment and the times the assistant sees. This does not import all your personal events.

What if Google availability cannot be checked?

Botployment shows a booking warning when it cannot finish checking Google availability, for example if the connection has expired or Google does not respond. A booking can still go ahead if Botployment’s own schedule checks pass. Any Google busy times already found still block those times, but unchecked times are not confirmed as free. Review the warning and check the Google calendar yourself before confirming.

What if I delete the Google copy?

Deleting the event copy in Google does not cancel or delete the Botployment appointment. To cancel the booking, use the appointment workflow in Botployment and check its status there.

If you already use another POS or scheduler

Do not assume Botployment will synchronize it automatically. Identify the exact system, the records to exchange and the direction of updates, then ask us to confirm an implemented connection before making it part of your workflow. The integrations described here do not establish support for other systems.

Operational limits to plan for

Keep product information and availability accurate, review stock settings and give a person responsibility for exceptions. Audio transcription and AI answers can be wrong. Customer images are not analyzed by the assistant as vision input. Electronic invoicing requires Costa Rican issuer configuration; saving an order does not establish Hacienda acceptance. Provider outages and restrictions can interrupt conversations.