FREE WhatsApp AI Agent Builder

Imagine automating 80% of customer queries, boosting sales, and slashing costs — all through WhatsApp!

This can be done with a WhatsApp AI Agent, and the best part? You can deploy it FREE today using Convocore AI.

You don’t need to know coding and invest in your agent.

Before moving to connecting the AI Agents to WhatsApp, we’ll discover how the WhatsApp AI Agent can revolutionize your business faster than your competitors.

What is a WhatsApp AI Agent?

You already know that your customers are using WhatsApp, and it’s easier to communicate with them there instead of Emailing, messaging, or using any other method because people open their WhatsApp 25–30 times on average in a day.

So, you can use a WhatsApp AI Agent, which works like an intelligent chatbot powered by artificial intelligence and natural language processing (NLP).

It is not like traditional chatbots that are created only using text data; a WhatsApp AI Agent can understand context, learn from interactions, and provide human-like responses.

What you need to connect your AI Agent to WhatsApp

You can easily connect your WhatsApp Business account to your AI agent in Convocore AI.

For this, you just need to connect a phone number not linked to WhatsApp directly through Convocore’s website.

Key Prerequisites

• A phone number not currently connected to WhatsApp.
• Access to the Convocore AI’s platform.
• A Facebook account to associate with your WhatsApp Business account

Creating a simple AI Agent to connect it to WhatsApp

If you want to connect your AI Agent to WhatsApp, then it is obvious that you need an AI Agent first. Here, I’m going to show you how you can create a very basic AI Agent. This will help you to create yours easily, and then we’ll move to connecting it to WhatsApp.

You can also watch the video tutorial for this.

Connect an AI Agent to WhatsApp (Bonus: Live handoff dashboard)

The steps for creating an AI Agent

Step #1: After logging in to your account in Convocore AI, you’ll see this interface:

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Step #2: To create your AI Agent, just click on New Agent.

Step #3: You’ll see the following pop-up:

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Step #4: Just enter the name of your AI Agent, then click on Create. You can also choose from templates.

For this guide, I’m using Customer Support’s template and created my AI Agent called Course Enrollment Assistant.

Once your AI Agent is created, you’ll see the following screen:

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Step #5: Click on Switch to Canvas View, and it should look like below:

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Step #6: Now you need to add a knowledge base for your AI Agent so that people can chat with your agent. For this, click on Knowlege and click on Add Source:

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Here, you can add Text(Like FAQs), a PDF file, or multiple URLs, and just click on Add Doc:

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I chose a customer support template for my AI Agent, and I added only course pricing to my knowledge base as text.

After adding the knowledge base, click on Publish. That’s it, your AI Agent is ready.

Connecting WhatsApp to your AI Agent in Convocore AI

Now, let’s understand how to connect the AI Agent to WhatsApp:

Step #1: Click on Channels

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Step #2: Click on Connect

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Step #3: Click on Continue With Meta

Step #4: Continue and Get Started

Step #5: Add your business portfolio, if you don’t have one, then you can create one:

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You also need to add a business name, website(or any social media page link), and your country, then click Next.

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Step #6: You will be presented with options to choose an existing Business Account or create a new one. I’m selecting, select Create New Business Account or you can choose your old one it’s up to you. Click Next to proceed.

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Step #7: Enter a name for your WhatsApp Business account and fill other data, then click Next to continue.

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Step #8: Enter the phone number you wish to connect to your WhatsApp Business account and select your country code from the dropdown menu.

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Step 9: Verify Your Phone Number

1. A verification code will be sent to the phone number you provided via SMS. 2. Enter the received verification code in the provided field. 3. Click Verify to confirm your phone number.

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Step 10: After successful verification, click the Continue button to complete the setup process.

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Step 11: Connect Your Verified Account

1. Once verified, your WhatsApp Business account will appear in the list with a Connect button underneath it. 2. Click the Connect button to link your account with Convocore AI Agents. 3. After clicking Connect, the status will change to Connected, indicating a successful integration.

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Step 12: Confirmation of Connection

After clicking Connect, the status will change to Connected, indicating a successful integration.

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Step 13: Optional — Test Your Integration

1. (Optional) Enter your phone number with the country code in the provided field to send a test message. 2. This step is not mandatory, but recommended to ensure the connection is functioning correctly.

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Step #14: Final Confirmation

1. Open WhatsApp to verify that your Business Account has been successfully registered. 2. You should see a confirmation message indicating that your account is connected.

Please note that this step may take a few minutes to process.

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Congratulations! Now your WhatsApp Business account is successfully connected to your Convocore AI agent.

Troubleshooting

• Verification Code Not Received: Ensure your phone number is correct and capable of receiving SMS messages. If the issue persists, try requesting a new code.
• Number Already Connected: Make sure the phone number you are using is not linked to any existing WhatsApp account. If it is, you will need to disconnect it from WhatsApp before proceeding.
• Connection Issues: If the Connect button does not change to Connected, try refreshing the page or re-initiating the connection process.

Key Features of a WhatsApp AI Agent

• 24/7 Availability — A WhatsApp AI Agent is always ready to help customers anytime, day or night. So, you don’t need to worry about not getting enough time to respond to customers.
• Live Responses — Customers receive immediate answers, which reduces the wait times to almost zero.
• Personalization — It can also analyze user data and deliver responses tailored to your customers.
• Seamless Integration — Your customers don’t need any additional apps, which makes a WhatsApp AI Agent a super useful tool to communicate with you.
• Live Handoff — Your WhatsApp AI Agent can hand off an end-user conversation to a human agent.

Why you should use a WhatsApp AI Agent

• Cost-Effective Customer Support: A WhatsApp AI Agent reduces labor costs while handling thousands of conversations simultaneously.
• Faster Response Times: You know that customers hate waiting, but with WhatsApp AI Agent, they don’t need to, as they get instant replies, which improves satisfaction and retention rates.
• Scalability: Whether you have 100 or 100,000 users, the WhatsApp AI Agent scales effortlessly, handling peak demand without delays.
• Increased Engagement: With personalized interactions, the WhatsApp AI Agent keeps users engaged, which boosts conversion rates.
• Data-Driven Insights: The WhatsApp AI Agent collects valuable customer data, which helps businesses refine marketing strategies and improve services.

Real-World Applications of a WhatsApp AI Agent

The concept of building an AI Agent for WhatsApp is already transforming industries. Here are some powerful real-world use cases:

1. E-Commerce & Retail

The WhatsApp AI Agent helps online stores by:

• Answering product queries
• Tracking orders
• Processing returns & refunds
• Recommending products based on purchase history

Brands like Amazon and Jumia(marketplace in Africa) are leveraging the WhatsApp AI Agent to enhance customer experience and drive sales.

2. Banking & Finance

Banks use the WhatsApp AI Agent for:

• Balance inquiries
• Fraud alerts
• Loan applications
• Transaction history requests

Customers no longer need to visit branches — the WhatsApp AI Agent handles everything securely within WhatsApp.

3. Healthcare & Telemedicine

The WhatsApp AI Agent is revolutionizing healthcare by:

• Booking doctor appointments
• Sending medication reminders
• Providing symptom checkers
• Sharing lab reports

Patients in remote areas benefit from 24/7 access to medical support via the WhatsApp AI Agent.

4. Travel & Hospitality

Airlines and hotels deploy the WhatsApp AI Agent to:

• Confirm flight bookings
• Send check-in reminders
• Recommend local attractions
• Handle cancellations & rescheduling

This ensures travelers get instant assistance without long call center waits.

5. Education & E-Learning

Schools and online courses use the WhatsApp AI Agent for:

• Sending assignment reminders
• Answering student FAQs
• Providing course recommendations
• Conducting quizzes & polls

The WhatsApp AI Agent makes learning more interactive and accessible.

How to Implement a WhatsApp AI Agent for Your Business

Step 1: Define Your Goals: Determine what you want the WhatsApp AI Agent to achieve — customer support, sales, or engagement.

Step 2: Choose the Right Platform: Select an AI chatbot builder like Convocore AI that supports WhatsApp integration.

Step 3: Train the AI Model: Feed the WhatsApp AI Agent with FAQs, product details, and conversation scripts to improve accuracy.

Step 4: Test & Optimize: Run beta tests, gather feedback, and refine the WhatsApp AI Agent before full deployment.

Step 5: Launch & Monitor: Go live and continuously track performance metrics to ensure the WhatsApp AI Agent meets expectations.

Conclusion

The WhatsApp AI Agent isn’t optional anymore; you must have this in today’s competitive world because you don’t know when your competitor is going to win.

Here are some reasons to consider:

• It automates customer service
• It helps to boost sales
• You can scale effortlessly
• It helps to improve the user experience

You know that the AI world is bringing something new day by day, and you would need to move with the pace to stay in the market. This is a harsh truth, but we can’t do anything to stop it. So, it’s better not to think much and start creating a WhatsApp AI Agent for your business.

Want to start? Click — Convocore AI

That’s it.