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Beginner · about 15 min
Get started in 15 minutes
Who it is for: You just created your account and want an assistant that answers your customers on WhatsApp.
By the end: By the end, your agent knows your business, answers your test questions correctly and is linked to your WhatsApp number.
0 of 4 lesson(s) done
- 1 · 3 min
Choose your service and create your agent
Know which free trial to start, and give your agent a name and a tone.
To do- When you sign up, choose “AI agent” (24-hour free trial), “Multi-number inbox” (3-day trial) or both. The two services are independent.
- Give your agent a name, pick an emoji and a personality (warm, professional or dynamic).
- You can change everything later in Agents → Identity.
- 2 · 5 min
Give it your information
Give the agent what it needs to answer: your website, documents, products and their prices.
To do- In Agents → Knowledge, paste your website address (the agent reads the home page and up to 9 more pages), import a PDF or Word document, or write free text.
- Wait until the status turns “ready”: that is when the agent can use it.
- In Products, add each product, service or offer with its exact price. The agent only quotes prices from your catalogue.
- 3 · 3 min
Test it before opening it to customers
Check its answers without sending anything to your customers.
To do- In Agents, use the “Test my agent” panel and ask the questions your customers ask most: hours, prices, address, delivery.
- If an answer is wrong or vague, add the missing information in Knowledge, then ask the same question again.
- If the agent must hand over in some cases (quotes, complaints), write them in Training → handover rules.
- 4 · 4 min
Connect your WhatsApp number
Link your real number through Meta's official connection.
To do- In Agents → your agent → WhatsApp, click “Connect my WhatsApp” (or use the button on the last signup step).
- Follow Meta's window: Facebook account, Meta Business portfolio, WhatsApp Business account, number check by SMS or call.
- If you already use the WhatsApp Business app on your phone, choose the option that keeps it (coexistence).
- Send yourself a message from another phone to check that the agent replies.