Adding an AI agent to WhatsApp

Plan requirement

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An AI agent can answer on WhatsApp, with two constraints that shape what it should say: message length and the reply window.

Connect it

  1. Build and test the AI agent first.
  2. Open the AI agent's channel settings.
  3. Add the WhatsApp channel.
  4. Decide whether it answers everything or only outside working hours.
  5. Test from a real phone.

Constraint one: message length

WhatsApp messages have a character limit, and it is short compared with what an AI agent will happily produce. A long generated answer is truncated or refused.

Instruct the agent to answer briefly on this channel, and check what actually arrives on a phone rather than in a preview.

Constraint two: the reply window

An AI agent answering promptly keeps the conversation inside the window, which is helpful. A conversation it cannot resolve has to reach a person while the window is still open.

So escalation matters more here than on the web: a handover that happens after two hours of the AI trying is a handover into a closing window.

Set the tone for the medium

WhatsApp is informal and short. An answer written for a help centre article reads wrong here. Where you set communication guidelines, make the difference explicit.

Test on a phone

Not in a simulator. Length, line breaks and links all behave differently in the real app, and that is what your customers see.

See also

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