Quickstart

Connect WhatsApp Business

Deploy your Agent on WhatsApp so customers can message you where they already are.

Checklist

  1. 1
    Create an Agent (or reuse an existing one)
    If you haven’t created an Agent yet, start with the First Agent quickstart.
  2. 2
    Open Channels and select WhatsApp
    Connect your WhatsApp Business number and follow the verification steps inside Studio.
  3. 3
    Test a real conversation
    Send a message from your personal WhatsApp to validate greetings, lead capture, and handoff behavior.
Tip
Keep your first WhatsApp flow focused: collect name + phone/email + intent, then route the lead to your team. You can add richer FAQs after you’re live.