Set up WhatsApp Business

WhatsApp is a high-intent channel for order updates and quick questions. Connecting WhatsApp Business lets agents and the AI Agent reply from the same inbox as other channels.

Follow Meta business verification requirements for your region before you go live.

Connection overview

  1. Open Settings → Channels and choose WhatsApp.
  2. Complete the business provider steps shown in your workspace.
  3. Verify the display name and phone number customers will see.
  4. Send a test message and confirm it lands in the inbox.

Content tips

  • Keep template messages aligned with Meta policy for outbound notifications.
  • Use Knowledge so AI answers match approved wording.

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