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WhatsApp AI agent: setup steps

From the demo call to an agent answering your WhatsApp

Our team sets it up for you, with no setup fee. You send us your number, your answers and who replies.

Step 1 of 5: The demo call

Start with a demo call on your own enquiries

Bring last week's chats. We'll map where your enquiries went cold. If a plan fits, you choose monthly or annual. Book your demo call

Step 2 of 5: What we need from you

A short checklist of what we need from you

  • Your WhatsApp number. The agent replies on it, and you keep your current number.
  • Your price list, your FAQs and the questions you ask before you quote. The agent answers from them, and asks your questions before it quotes.
  • Who on your team should reply. Each person gets a login to the shared inbox: 3 on Starter, 5 on Growth and 10 on Scale. The agent hands chats to them with the full thread.
  • The times you take bookings, on Growth and Scale. The agent offers them in the chat and books one, with a reminder that morning and 2 hours before. Bookings go through a Pick a Time page.

Step 3 of 5: Setup by our team

Our team connects your number and loads your answers

Once we have everything in step 2, our team:

  • Connects your WhatsApp number, so the agent replies on it.
  • Loads your price list, FAQs and questions into the agent.
  • Turns on the lead check, so sellers, job seekers and spam get one polite line and the chat closes.
  • Adds your team to the shared inbox.
  • Sets up booking and reminders, on Growth and Scale.

Step 4 of 5: Go live

Going live on your own number

From your first day live:

  • The agent replies to new enquiries within a minute, 24/7, from your price list.
  • Chats that need a person reach your team in the shared inbox, with the full thread.
  • Every lead is filed in your CRM.

Once you're live, ask us anything in your WhatsApp group. See how support works

Step 5 of 5: First-month check-in

We tune the agent from your first month of chats

At the end of your first month, we go through your real chats and tune the agent. We look at the questions it handed to your team, the sellers it kept out, and how fast each first reply came.

After that, tuning carries on with your plan: monthly on Starter, every 2 weeks on Growth, and weekly on Scale, with a monthly review call.

What you pay after the call

Every plan keeps your current number and is set up by our team, with no setup fee. Meta's WhatsApp message fees are passed through at cost. Monthly plans have a one-month minimum, then 30 days' notice. Annual plans are paid up front, with no refund after 14 days.

To cancel, send us a WhatsApp message at +65 8971 9405. On a monthly plan, the 30 days' notice starts from that message.

See full pricing

Bring last week's chats to the demo call

If the agent won't pay for itself, we'll say so.

Already a customer? Get support

Book a demo call