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Getting Started with CXWizard: Your Complete Guide

Learn how to set up CXWizard and automate your customer service with AI-powered WhatsApp automation in just 5 minutes.

CXWizard Team
October 15, 2025
3 min read
Getting Started with CXWizard: Your Complete Guide

Getting Started with CXWizard

Welcome to CXWizard! This comprehensive guide will walk you through everything you need to know to get started with our AI-powered customer experience automation platform.

What is CXWizard?

CXWizard is an intelligent customer service automation platform that helps businesses provide 24/7 support through WhatsApp. Our AI-powered agents can handle customer inquiries, process orders, book appointments, and much more.

Quick Start: 10-Minute Setup

Step 1: Create Your AI Assistant

  1. Visit CXWizard Sign Up
  2. Enter your information about your business such as name, description and address
  3. Choose a personality and a name for you AI
  4. Let AI auto-generate relevant FAQs for your business or manually enter FAQs

Step 2: Connect WhatsApp

You can choose to connect to an existing WhatsApp Business App or you can register a new number with the WhatsApp Cloud API

Step 3: Enable your Agent

  1. Enable your agent
  2. Send a test message to your WhatsApp number
  3. Try different scenarios (product inquiries, bookings, etc.)
  4. Review the responses
  5. Make adjustments as needed

Key Features

🤖 AI-Powered Responses

Our advanced AI understands customer intent and provides accurate, contextual responses in multiple languages.

📊 Dashboard

Keep track of new order or appointment requests or human escalation requests

✉️ Inbox

Monitor your conversations in real-time and respond to customers from CXWizard's inbox. You can manually escalate a chat and jump in to respond.

🔗 Integrations

Connect CXWizard with your existing tools:

  • CRM systems
  • E-commerce platforms
  • Payment processors
  • Booking systems

CXWizard's AI customer service assistant is flexible and can work with your existing website, orders or booking system.

🌍 Multilingual Support

Your AI assistant will automatically detect and respond in your customer's preferred language.

Best Practices

1. Keep Your Product Information Updated

Regularly update your products and services to ensure accurate information.

2. Monitor and Improve

Review conversations in your inbox weekly to identify:

  • Common customer questions
  • Areas for improvement
  • New automation opportunities

3. Keep training your AI Assistant

Keep your business information updated, add as many FAQs and upload documents or scrape pages from your website to provide your assistant with the information it needs to assist customers.

Common Use Cases

E-commerce

  • Product inquiries
  • Order tracking
  • Returns and exchanges
  • Product recommendations

Service Businesses

  • Appointment booking
  • Service inquiries
  • Quote requests
  • Customer feedback

Restaurants

  • Menu inquiries
  • Table reservations
  • Delivery orders
  • Special requests

Need Help?

Our support team is here to help:


Ready to transform your customer experience? Start your free trial today and join hundreds of businesses already using CXWizard!

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