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Documentation Index

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Customers message your WhatsApp business number. The AI replies using your knowledge base and tools. When is on, replies are automatic. Your team sees all conversations in the shared inbox.
New here? Skim this page, then open Create WhatsApp Agent to go live.

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Core Functionality

Text, images, video, documents, and voice notes arrive in real time. Voice notes are transcribed so the AI can read them. Location pins are converted to map links.
The AI replies with plain text, quick reply buttons (up to 3), list menus (up to 10 options), or CTA links — depending on the content. Autopilot controls which conversations get auto-replied.
Conversations stay threaded by customer phone number and business number. A returning customer picks up where they left off. WhatsApp is the only channel where the AI can recall context from prior resolved sessions.
Send approved template messages to reach customers outside the . View and send templates from the dashboard or via the WhatsApp API. See Messaging Rules for details.
Connect to Zendesk, HubSpot, Front, and others from the integrations settings.
When a customer needs a human, the conversation . Your agents reply from the inbox and the customer gets it as a WhatsApp message.
WhatsApp requires a verified business portfolio before you can connect. See Create WhatsApp Agent for prerequisites.

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Integration Options

Connect your WhatsApp Business account, register a number, and enable the AI.

Create WhatsApp Agent

OAuth, number registration, webhook subscription, AI toggle.

Create WhatsApp Agent

OAuth, number registration, and AI toggle.

WhatsApp Flow

Session matching, reply format, and outbound behavior.

Messaging Rules

24-hour reply window, templates, and CSAT.

Troubleshooting

Missing replies, delivery failures, and error logs.