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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

Meta's free AI agent for WhatsApp Business

โฑ๏ธ 30 minutes ยท ๐ŸŽฏ Easy ยท ๐Ÿ’ต Free at the start; Meta says paid plans are planned

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Install WhatsApp Business

    Tap the install button on this page. If you use normal WhatsApp for business, you can move your number to WhatsApp Business.

  2. โ˜
    2. Open Tools

    In the WhatsApp Business app, tap Tools.

  3. โ˜
    3. Tap Meta Business Agent (or AI agent)

    Confirm it's you and link your Meta account if asked, then tap Continue > Accept.

  4. โ˜
    4. Teach it about your business

    Let it learn from selected past chats, add your website and product catalogue, and type extra details like payment methods and opening hours.

  5. โ˜
    5. Choose when it replies

    Go to Tools > Your AI agent > AI replies and pick which chats it answers (e.g. new chats only or outside business hours).

  6. โ˜
    6. Test from another phone

    Message your business number as a customer and ask common questions.

  7. โ˜
    7. Adjust anytime

    Update information in Tools whenever prices or offers change.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Business info to paste in
Help me write the business information for my WhatsApp AI agent.
Business: [name], [what we do], [areas served].
Opening hours: [hours]. Payment methods: [list].
Top 10 questions customers ask and our answers: [list].
Rules: always offer to connect to a human for [viewings / complaints / bookings]; never promise prices not listed.
Write it as clear, short paragraphs the AI can learn from.

๐Ÿ”— Links

From https://usecasy.com/use-case/whatsapp-business-agent/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).