Prepare assistant instructions, save its configuration and review replies before leaving it active.
Prepare the assistant · Define replies · Save and check
Connection, provider and key.
In the side menu, expand WhatsApp and open WhatsApp Agent. First check the connection under WhatsApp. Preparing the assistant needs no toolbar client record; reviewing replies requires a conversation.
Return to WhatsApp, complete linking and check Connected. Saving persona, questions or a key does not connect the phone.
Under Artificial intelligence, choose Anthropic, OpenAI or Google. The Model field belongs to that provider. Check its current identifier; a placeholder example does not guarantee availability. When changing providers, also review model and key. If you assigned a provider to WhatsApp under Settings → Artificial intelligence, the service uses that assignment; check it if replies do not match expectations.
Enter the selected provider’s API key under Your API key and save configuration. The key is not displayed on reload; an empty field does not prove deletion. Leaving it empty when saving does not replace an existing key. The provider key may also be used by other AI features: review this before replacing it.
Configure a valid key before expecting automatic replies. A configuration-saved message does not itself validate the key or prove that a reply was generated.
Tone, fallback and FAQs.
Under Persona / tone, identify the assistant and enter concrete instructions: keep replies brief, use the person’s language and refer questions requiring personal review to the coach. Instructions guide AI; check replies with realistic examples.
Complete Message if unsure / outside hours with text that does not promise an immediate reply. It is used as a fallback in certain cases, such as generation failure. Entering hours as text does not schedule an activation window here.
Click + Add and write both parts. For example, how to prepare for the next session. The × removes that editor row; save afterwards to apply the change. Rows without a question or answer are omitted when saving.
Complete question and answer before saving. A row remaining visible during editing does not mean an incomplete question was retained.
Under Your business details, enter operational session information, hours and, if used, your booking link. The Services and prices field can describe sessions without adding commercial information. Check that the URL opens. The assistant does not automatically import your website content; sharing the link does not book an appointment.
Activation, testing and control.
Keep the agent off while preparing texts and click Save agent. Check the message and reopen the screen to review retained information. The key field clears after successful saving; this does not mean the key was deleted.
Read the notice, check connection and session, and retry. Filled fields do not prove that configuration was saved.
When preparation is ready, turn on Agent active and click Save agent. From another phone, send a test question. Under WhatsApp, review the thread and confirm Automatic reply is enabled for that chat. Saving does not itself send a test message.
Test a covered question, an uncovered question and the booking link. Review the replies without assuming they will always be correct. For one chat, turn off Automatic reply or reply manually. For all chats, turn off Agent active and save. Disconnecting WhatsApp is a separate action.
Check Connected, saved Agent active, chat Auto mode and provider, model and key. Without a usable key it may not reply; a fallback message does not prove AI worked. If the issue persists, disable the agent, save and contact Support.
Saving configuration does not test an AI reply. Check connection, active agent and the chat’s Auto mode, then run a test conversation.
