How to Set Up a WhatsApp Chatbot for Your Business

Step 1: Request access

Fill in the short request access form. We create your account and send a link to set your password.

Step 2: Connect your number

Sign in, then scan a QR code from your WhatsApp. This pairs your number in about a minute. The official Cloud API is available on eligible plans, and Meta may charge for some message types on the official platform.

Step 3: Turn on what you need

• Appointments: set working hours and services. See appointment booking on WhatsApp.
• Food menu: add categories, items and prices. See taking food orders on WhatsApp.
• AI assistant: add your services and policies so it can answer questions.

What to prepare before you start

• The WhatsApp business number you want to connect, on a phone with WhatsApp installed.
• Your menu or list of services with prices.
• Your working hours and delivery or service area.
• Your policies, such as refunds or cancellations.
• Who on your team will watch the inbox.

Test before you go live

• Message the number from another phone and ask for the menu or prices.
• Place a test order or book a test appointment.
• Ask something the bot should not know, to see how it responds.
• Ask to speak to a person, and confirm your team can take over.

After you go live

Read a few real chats each week. If customers keep asking something the bot cannot answer, add that information. Small improvements every week make the bot better over time.

Before you start

Decide which question your team answers most, and start there. If you are comparing options, read WhatsApp auto reply vs AI chatbot and WhatsApp chatbot cost. Total setup time depends on your business, so ask our team for a firm estimate.

Frequently asked questions