Set up and test the WhatsApp AI agent

Open guided setup

Connect the intended WhatsApp Business number. Open Settings → AI Agents, choose the WhatsApp agent, and use Start guided setup on its Overview. If you already began, choose Continue setup.

Teach the agent and set handover

1. In Teach it, add the business website, approved documents or question-and-answer content. Review the business details and any information marked Check this. Confirm current prices, payment details and contact details before the agent uses them.
2. In Make it yours, set the agent’s tone, what it should avoid promising and when it should pass a conversation to staff. Choose who should be notified and review business hours.
3. In Test, ask questions you expect a customer to ask, including one the agent should hand over. Review or correct the replies before going live.

Test with a phone

1. Use Keep testing on my phone first and configure a test number if the guided setup offers it. Send a message from that phone to the connected business number.
2. Verify a straightforward reply in the Inbox. Then ask for a person and confirm that the conversation is passed on, the intended staff member is notified and that they can reply.
3. Use Switch it on after the readiness checklist is complete. Check the audience, hours and whether the agent sends its own replies or suggests replies to your team.

If the simulator works but the phone receives no reply, use Fix missing inbox messages or replies.