WhatsApp AI Agent
14 articles
- Customize each agent's personality, tone, and languageEach of your 5 agents (Sales, Confirmation, Upsell, Marketing, Recovery) has its own name, avatar, personality, tone, and language, which…
- How to add contacts or import them by CSVAdd customers one at a time with Add Contact, or bring in a list at once with Upload CSV.
- How to connect your WhatsApp number to the AI AgentFrom the WhatsApp AI Agent's Connect screen, select Connect now and complete Meta's signup popup with a phone number that isn't already…
- How to create WhatsApp message templates and get them approvedMessage templates are required to message a customer outside the 24-hour reply window, and every template needs Meta's approval — usually…
- How to read WhatsApp agent insights and reportsInsights shows how each agent is performing — conversations, replies, carts, and orders — broken down by agent and date range.
- How to send a WhatsApp marketing campaignMarketing campaigns send a bulk WhatsApp message to a segment of your customers, and require an approved MARKETING template created in…
- How to set up the WhatsApp order confirmation agentThe Confirmation agent messages customers on WhatsApp to confirm a new COD order automatically, but it needs at least one approved message…
- How to set up the WhatsApp recovery agentThe Recovery agent follows up by WhatsApp on cancelled orders and abandoned carts, optionally with a discount, to bring the sale back.
- How to set up the WhatsApp upsell agent and flowsThe Upsell agent messages customers on WhatsApp after their order is confirmed or delivered to offer a related product, using flows you…
- How to view conversations and take over from the AI agentLive Chat shows every WhatsApp conversation your agents are having; select Take Over on any chat to pause the AI and reply yourself.
- How WhatsApp AI Agent billing, coins, and spending limits workThe WhatsApp AI Agent is pay-per-use: 1 coin = $0.01, coins never expire, and you can cap daily spending so the agent stops before it…
- What is the WhatsApp AI Agent?The WhatsApp AI Agent automatically chats with your customers on WhatsApp to confirm COD orders, recover abandoned carts and cancelled…
- WhatsApp agent settings: phone numbers and working hoursSettings manages your connected phone numbers, working hours, and general AI behavior, and is the only page that works before you've…
- WhatsApp AI Agent troubleshootingMost WhatsApp AI Agent issues trace back to connection, template approval, balance, or Meta's 24-hour messaging window — match your…