Can an AI agent answer my customers on WhatsApp?

A customer asks for a technician, the agent books one

What makes an agent smart

• Conversation, not a menuThe agent understands messages the way people actually write them, asks follow-up questions and remembers what was said earlier in the chat.
• Learns your businessUpload documents, price lists and policies to a knowledge base, and the agent searches them before it answers.
• Remembers every customerThe agent keeps notes on each contact, such as preferences and what was agreed, and reads them next time.
• SkillsInstruction packs for recurring jobs, like a PDF report or listing copy. The agent loads a skill only when it is relevant.
• A model per agentPick the language model for each agent based on the job: a fast one for simple questions, a stronger one for complex conversations.
• Buttons and listsWhen there is a choice to make, the agent sends WhatsApp reply buttons or a list, such as open time slots.

Tools the agent uses on its own

A tool is an action the agent takes mid-conversation. Give each agent only the tools it needs.

• Google CalendarChecks availability, books, moves and cancels meetings, and can add a Google Meet link.
• Built-in CRMReads the client record, updates fields, moves pipeline stages, opens tasks and logs a conversation summary. CRM
• Orders and paymentFor ordering businesses, the agent builds the order from your menu and sends a Stripe payment link. Ordering agent
• Gmail, Drive and SheetsSearches and sends email, reads documents and updates spreadsheets in your business's Google account.
• HTTP callsDefine a URL, parameters and authentication, and the agent calls your own system when needed, for example to check stock or an order status.
• MCP connectionsConnect an external MCP server, and its tools become available to the agent in the conversation. Integrations

You stay in control

• Human handoffWhen a question is out of scope or the agent can't finish, it hands over to a person, and the people you chose are notified.
• Who talks to the agentTurn the agent on only for contacts with certain tags, or exclude tags that should always reach a person.
• Every run is loggedSee what the customer wrote, what the agent replied, which tools ran and what they returned.
• Tested before going liveRun evaluations on sample conversations before the agent talks to customers, and again after every change to its instructions.

Set up an agent in four steps

1. 1Write instructions

   Describe who the agent is, what it does and what it must not do, in plain language.

2. 2Add knowledge

   Upload documents to the knowledge base and choose a language model.

3. 3Connect tools

   Calendar, CRM, payments, HTTP calls or MCP. Only what the agent needs.

4. 4Test and go live

   Run evaluations, connect the agent to your WhatsApp number and switch it on.

Questions about AI agents