Quick Start

Overview

This guide walks you through setting up your first AI agent on WhatsApp. By the end, you'll have a working agent that can respond to messages automatically.

Step 1: Create your account

Go to the sign-in page and create an account using one of the available options:

• Continue with Google — Sign in with your Google account
• Continue with GitHub — Sign in with your GitHub account
• Use a passkey — Sign in with a passkey linked to your email

After signing in, you'll be taken to the dashboard.

Step 2: Create an instance

An instance is a connected WhatsApp number. To create one:

1. From the dashboard, click Add New Instance
2. Choose your connection type:
   • Normal WhatsApp — Uses a QR code to link your personal or small business number
   • Verified Business — Uses Meta's official Cloud API for verified business accounts with guaranteed delivery
3. Enter a name for your instance (e.g., "Customer Support" or "Sales Bot")
4. Add a short description of what this instance will do
5. Click Create Instance

Step 3: Connect your WhatsApp number

After creating the instance, you need to link your WhatsApp number:

1. On the instance card, click Connect
2. A QR code will appear on screen
3. Open WhatsApp on your phone
4. Go to Settings → Linked Devices → Link a Device
5. Scan the QR code with your phone's camera
6. Alternatively, use the pairing code shown below the QR code — enter it in WhatsApp's "Link with phone number" option

Once connected, the instance card will show your WhatsApp profile picture, display name, and phone number. The status badge will turn green.

Step 4: Write your agent's instructions

Now tell your AI agent how to behave:

1. Click into your instance to open its settings
2. Find the System Prompt text area under Core Configuration
3. Write instructions that describe your agent's personality and behavior

Here's a simple example to start with:

You are a friendly customer support assistant for [Your Business Name].
 
Your job is to:
- Answer questions about our products and services
- Help customers with common issues
- Collect feedback
 
Be polite, concise, and helpful. If you don't know the answer to something,
let the customer know you'll connect them with a team member.

4. Click Save Changes

Step 5: Turn on auto-replies

By default, the agent won't respond automatically. You need to enable it:

1. Scroll down to the Auto-Responder Rules section
2. Turn on Respond to Direct Messages
3. Click Save Rules

Your agent is now live. Anyone who sends a message to your WhatsApp number will get an AI-powered response.

Step 6: Test it

Send a message to your connected WhatsApp number from a different phone. You should see the AI respond within a few seconds.

You can also watch the conversation in real-time from the Chat section in your dashboard.

What's next?

Your agent is running — but you've only scratched the surface. Out of the box, it can already browse the web, and once you enable more toolkits, it can run code, generate images, collect payments, automate websites, and much more.

Here's where to go next:

• Connecting WhatsApp — Learn more about connection options and managing your connection
• Agent Setup — Write better instructions and unlock the agent's full potential
• Auto-Responder Rules — Control who the agent responds to and when
• Knowledge Base — Upload documents so your agent can answer questions using your own data
• Integrations — Enable code sandboxes, image generation, payments, scheduling, and more