How to create an AI Agent for your WhatsApp Business
How to Create An AI Agent for Your WhatsApp Business
We’re excited to announce a brand new way to connect with your customers: you can now link your AI agent directly to your WhatsApp Business account!
Until now, your AI agent could only answer phone calls or website chats. With this new WhatsApp channel, your agent can seamlessly handle conversations on one of the world’s most popular messaging platforms.
Here’s a step-by-step guide on how to get started:
Why Connect WhatsApp?
WhatsApp is where your customers already are. By connecting your AI agent to WhatsApp Business, you can:
- Instantly respond to customer inquiries 24/7
- Automate common questions and tasks
- Provide a familiar, convenient experience for your audience
Creating an AI Agent
- Navigate to Create an Agent in your portal and fill in the agent’s name, language, and time zone.
- (Optional) Add your business website for smarter responses.
- Click Create AI Agent.
- Your agent is now ready to connect to WhatsApp and other channels.
Note: If you'd like more information on getting started with echowin, please follow our quick start guide.
How to Connect Your WhatsApp Business Account
1. Go to the WhatsApp Channel in Your Portal
- Log in to your dashboard.
- Navigate to your agent’s settings.
- Click on the Deployment section and select WhatsApp Business.
2. Start the Connection Process
- If you haven’t connected a WhatsApp account yet, you’ll see a card titled WhatsApp Bot Connection.
- Click the Continue with WhatsApp button. This will redirect you to WhatsApp’s secure authorization page.
Tip: You’ll need your Facebook and WhatsApp Business account credentials handy.
3. Authorize and Complete Setup
- Follow the prompts on WhatsApp’s authorization page to grant access.
- Once authorized, you’ll be redirected back to your dashboard.
4. See Your Connected Accounts
- After connecting, your WhatsApp Business number will appear in the Connected Account section.
- You’ll see the phone number, its status (Active or Registration Pending), and an option to disconnect if needed.
Managing Your WhatsApp Bot
- Active Status: Once your number is registered, it will show as Active with a green indicator.
- Registration Pending: If setup isn’t complete, you’ll see a Registration Pending status. Follow any additional prompts to finish.
- Disconnect: Want to remove a number? Click Disconnect and confirm your choice.
What Happens Next?
Once connected, your AI agent will be able to:
- Receive and respond to WhatsApp messages from your customers
- Use the same intelligence and workflows as on calls or web chat
- Help you deliver fast, consistent support right inside WhatsApp
Start connecting with your customers on WhatsApp today. Your AI agent is ready!
Need Help?
If you run into any issues or have questions, our support team is here to help. Just reach out to our support team.
Technical Note
This integration is secure and uses WhatsApp’s official APIs. Your data and conversations remain private and protected.
Related Articles
The Benefits of Automating Customer Service
Automating customer service enhances efficiency, ensures 24/7 availability, provides consistent responses, and reduces costs. Tools like echowin handle routine tasks, improving productivity and customer satisfaction. With AI-driven solutions, businesses can scale operations, collect valuable data, and offer quick, accurate responses, leading to better overall customer experiences. Explore echowin to revolutionize your customer service.
Why AI Receptionists Are Replacing IVRs: The Future of Customer Calls
Jiffy Lube saw a 5× increase in appointments. Another SMB saved 200+ minutes in one month. Here’s why businesses are switching to AI Receptionists.
Hire A Virtual Assistant - Humans vs Artificial Intelligence
When you run a business, finding the right help is like solving a puzzle. On one side, you have the traditional virtual assistant – a real person who works from afar and understands your needs. On the other side, there's something new and exciting: a robot helper, also known as an AI virtual assistant, ready to work all day and night without getting tired. It's a big choice: picking a human with a personal touch or a robot that never stops working.
Streamline Your Business Operations with Technology & Innovation - get expert tips, proven strategies, and actionable insights delivered straight to your inbox!
Subscribe to our blog
Ready to Build Your AI Agent?
Join thousands of businesses automating their operations with echowin