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Beskline User Guide & Guidelines

Learn how to build AI agents, connect WhatsApp & website widgets, manage catalogue items, and top up credits.

Quick Topics:

Beskline — User Guide & Guidelines

Welcome to Beskline — the business-oriented AI chat workspace where every conversation starts with a purpose.

This guide provides a step-by-step walkthrough for setting up your account, creating custom AI agents, managing product catalogues, embedding chat widgets on websites, connecting WhatsApp channels, managing AI credits, and using advanced workspace features.

1. Getting Started & Account Setup

Sign In & Onboarding

  1. Navigate to the Beskline application in your web browser.
  2. Click Sign In to log in using your registered credentials.
  3. If logging in for the first time, you will be prompted to claim your unique handle (e.g.
    code
    @yourname
    or
    code
    @company
    ).
  4. Upon completing onboarding, you will receive 1,000 starter credits and land on the main Dashboard.

2. Creating AI Agents via Intake Briefs

In Beskline, every AI agent is built from an Intake Brief — a structured framework that shapes how the AI understands its identity and goals.

Step-by-Step Agent Creation

  1. On the Dashboard sidebar, click New Agent.
  2. Fill out the Intake Brief fields:
    • Agent Name / Title: Give your agent a recognizable name (e.g., Customer Care Specialist, Sales Assistant).
    • Role: Define who the agent is (e.g., "Senior Tech Support Representative for Acme Corp").
    • Objective: State what the agent should accomplish (e.g., "Resolve customer issues and guide users to relevant products").
    • Context: Provide essential background knowledge, guidelines, or attach document files (
      code
      .txt
      ,
      code
      .pdf
      ,
      code
      .md
      ,
      code
      .json
      ,
      code
      .csv
      ).
    • Tone: Set the agent's personality (e.g., Professional, Warm, Concise, Direct).
    • Constraints: Set explicit limits (e.g., "Never give financial advice; do not make promises on discounts").
    • Escalation Guidelines: Define when to hand over conversations to a human team member.
  3. Attach Documents (Optional): Upload text, Markdown, or data files directly into the brief context. Their contents will be compiled into the agent's system prompt.
  4. Click Create Agent. Your compiled system prompt is generated automatically!

3. Choosing AI Models & Managing Agent Settings

Beskline supports top-tier AI models via OpenRouter.

Selecting & Switching Models

  1. Open an agent's brief view by clicking the top header menu or View Brief icon (
    code
    MoreVertical
    ).
  2. Select your desired AI Model from the Model Selector dropdown:
    • Google Gemini 2.5 Flash (Fast & cost-effective, ideal for general chat)
    • Anthropic Claude 3.5 Sonnet (High accuracy, excellent for complex reasoning)
    • OpenAI GPT-4o / GPT-4o-mini (Versatile, multimodal support)
    • DeepSeek Chat V3 / DeepSeek R1 (Advanced logic & reasoning)
    • Meta Llama 3.3 70B (Open-weights performance)
  3. Visibility Settings:
    • Public: Appears in the public directory and can be discovered/adopted by other users.
    • Private: Restricted to a designated username handle.
    • Unlisted: Accessible only via direct URL.
  4. Click Save Brief Changes.

4. Using the Workspace Chat & File Attachments

Chatting with Your Agent

  • Type your message into the bottom compose bar and press
    code
    Enter
    or click Send.
  • Responses stream in real-time with formatted markdown support (code blocks with copy buttons, tables, lists, and links).

Attaching Images & Documents

  • Click the Paperclip Icon in the chat compose bar.
  • Attach images (
    code
    .png
    ,
    code
    .jpg
    ,
    code
    .webp
    ) or documents (
    code
    .pdf
    ,
    code
    .txt
    ,
    code
    .csv
    ,
    code
    .md
    ).
  • If you attach media files to a text-only model, Beskline will notify you and offer a one-click option to switch to a multimodal vision model (such as Gemini 2.5 Flash or GPT-4o).

5. Human Escalation & De-escalation

When a conversation requires human intervention (e.g., complex complaints or VIP client requests), Beskline allows seamless switching between AI and Human mode.

Escalating to a Human Agent

  1. In the chat header, click Escalate to Human.
  2. Provide a brief reason for escalation (optional).
  3. The conversation model changes to
    code
    human
    .
  4. The AI stops responding, and a push notification is sent to the workspace owner.
  5. You can reply directly in the chat bar as a human agent.

De-escalating Back to AI

  1. When finished, click Return to AI Agent in the chat header.
  2. Select the AI model to resume the conversation.
  3. The AI agent takes over subsequent replies automatically.

6. Managing Services & Product Catalogue

Active catalogue items are automatically injected into your AI agents' context, allowing them to answer product inquiries and quote accurate prices.

Adding Catalogue Items

  1. Click the Catalog & Portfolio tab on the left sidebar.
  2. Click Add Item.
  3. Fill in the item details:
    • Name: e.g. "Premium Consulting Session"
    • Type: Select Product or Service
    • Price: Numeric value (e.g.
      code
      150
      )
    • Category & SKU: Optional categorizers
    • Description: Detailed description of what is included.
  4. Set status to Active and click Save.
  5. All active catalog items are now instantly available as reference material across all your AI agents!

7. Embedding Chat Widgets on Your Website

You can place your Beskline AI agents on external websites as embeddable chat widgets.

Setting Up the Chat Widget

  1. Click the Widget tab on the left sidebar.
  2. Customize your widget branding:
    • Widget Title: e.g., "Customer Support"
    • Welcome Message: Initial greeting for website visitors.
    • Primary Color: Choose your brand color scheme.
  3. Select default agent and primary language.
  4. Copy the generated JavaScript snippet:
html
<script
  src="https://your-beskline-domain.com/widget.js"
  data-client-id="YOUR_USER_ID"
  data-agent="AGENT_ID"
  data-language="en">
</script>
  1. Paste the snippet into the
    code
    <head>
    or
    code
    <body>
    of your website HTML.
  2. Use the Live Widget Preview panel on the Widget tab to test changes in real time!

8. Integrating WhatsApp (Whapi & WaAPI)

Allow customers to chat with your AI agents directly over WhatsApp.

Connecting a WhatsApp Provider

  1. Click the WhatsApp tab on the left sidebar.
  2. Choose your API Provider:
    • Whapi.cloud: Enter your Channel ID and API Token.
    • WaAPI.app: Enter your Instance ID and API Token.
  3. Set your Display Phone Number and select the default Assigned Agent.
  4. Register the Webhook URL shown on screen in your Whapi/WaAPI dashboard:
    code
    https://your-beskline-domain.com/api/whatsapp/webhook
  5. Click Save Connection.
  6. Customers texting your WhatsApp number will now receive instant AI agent responses!

9. Managing AI Credits & Top-Ups (Tchokopay)

Beskline uses a transparent credit system (1 Credit = $0.001 USD equivalent) based on token usage.

Checking Credit Balance

  • Your remaining credit balance is displayed at the top of the sidebar.
  • Detailed token consumption is logged per message completion.

Topping Up Credits with Tchokopay

  1. Click Top Up Credits in the sidebar or Settings modal.
  2. Select a top-up package:
    • 5,000 Credits: 3,000 FCFA
    • 10,000 Credits: 6,000 FCFA
    • 26,250 Credits: 15,000 FCFA
  3. Click Pay with Tchokopay Mobile Money.
  4. Complete the Mobile Money payment on the checkout page.
  5. Your credits will be updated automatically upon payment verification!

10. Discovering & Adopting Public Agents

Exploring Public Agents

  1. Click Finder / Public Agents in the sidebar.
  2. Search by agent title, role, or creator username.
  3. Click on an agent to view its public profile and welcome introduction.

Adopting / Cloning an Agent

  1. Click Adopt Agent on any public agent profile.
  2. A duplicate of the agent complete with its system prompt is added to your private workspace.
  3. You can customize the adopted agent's brief and model freely without affecting the original creator's agent.

11. Language & Theme Customization

Changing Language

  • Beskline supports 10 Languages: English, Spanish, French, German, Arabic (RTL support), Chinese, Japanese, Portuguese, Russian, and Hindi.
  • Switch your preferred language at any time using the global Language Selector in the header.
  • AI agents will automatically respond in your selected language!

Switching Themes

  • Toggle between Light (Case-File Dossier), Dark Mode, and System Default in the header or Settings menu.

12. Installing the PWA App

Beskline is fully optimized as a Progressive Web App (PWA) for desktop and mobile devices.

Installation Instructions

  • Desktop (Chrome / Edge / Brave): Click the Install App button in the top navigation bar or address bar.
  • Mobile (iOS Safari): Tap the Share icon in Safari and select Add to Home Screen.
  • Mobile (Android Chrome): Tap the menu dots and select Install App or Add to Home Screen.