Your First WhatsApp AI Agent: A Simple Setup Guide

You can create a first draft of a WhatsApp AI agent without writing code. Getting it ready for customers means checking that it knows your business and handles the right requests.

Here is a simple way to start in Wabery. Treat this as a first test, not a promise that every business can launch in ten minutes.

1. Choose one job

Create a project and choose what you want the agent to help with: customer questions, lead qualification, reservations, or appointment requests.

Describe your business and the outcome you want. Wabery runs the hosted agent for you.

2. Add the information customers need

Add your services, prices, hours, and policies. You can import a website or provide the facts directly. Review the information before relying on it.

Choose how the agent should speak and which questions need your team. A useful first version has a clear job and knows when to ask for help.

3. Add a next step

For enquiries, enable Leads and choose the details to collect. The customer confirms before their lead is saved.

For bookings, set up Reservations with your availability. Use appointment requests if your team should agree the time first. You can also share a link to an existing booking tool.

You do not have to add every feature for your first test.

4. Try the conversation

Use the simulator or a private browser test. Try a normal question, an unclear request, and “Can I speak to a person?”

The WhatsApp sandbox lets you test in a real WhatsApp thread before connecting your own number. Private browser tests do not make live business bookings or send WhatsApp messages.

5. Publish when you are ready

Connect your business number using the WhatsApp setup guide. Review the draft and publish it. If you are using Reservations, make sure its booking rules and booking actions are ready too.

Your team can take over conversations in the inbox. Continue reviewing replies after launch and update the agent when your business information changes.

You can start with a free account and $1 of included AI credit, without a card. Your plan, AI usage, and WhatsApp message fees are separate costs. A free plan does not mean unlimited AI replies. See pricing before going live.

For more detail, see the hosted-agent guide.