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AI-powered WhatsApp agents for your business — AI WhatsApp agents — Start Now
Eight steps. Fifteen minutes. One unstoppable sales machine on WhatsApp that captures leads, books appointments, and closes deals while you sleep.
CONNECT
ConvoAI plugs directly into the official Meta Cloud API, giving you enterprise grade messaging power with full compliance built in. This is the foundation of your automated sales channel.
Create your Meta Business account
Head to business.facebook.com and create or log into your Meta Business Manager. Verify your business and you are ready to roll.
Set up your WhatsApp Business app
In developers.facebook.com, create a new app, select "Business," then add the WhatsApp product. Grab your Phone Number ID and Permanent Access Token. That is all you need.
Drop your credentials into ConvoAI
In your ConvoAI dashboard, go to Agent → Connect. Paste your Phone Number ID and Access Token. ConvoAI generates your webhook URL instantly. Two fields, done.
Activate the webhook in Meta
Copy your ConvoAI webhook URL and verify token, paste them into Meta's WhatsApp webhook settings, and subscribe to messages events. Your agent is now live.
Verify it works in seconds
After saving, click Test Connection in ConvoAI. Fire a WhatsApp message to your number and watch it land in your inbox within seconds. That fast.
TRAIN
Your agent uses intelligent retrieval to search your entire knowledge base before every single reply. Feed it your best content and watch it convert conversations into revenue on autopilot.
Website URL
Paste your URL. ConvoAI scrapes and indexes every page automatically. One click, total coverage.
Documents
Upload PDFs, DOCX, or plain text. Pricing sheets, FAQs, service catalogs. Your agent absorbs it all.
Manual entries
Type Q&A pairs directly. Perfect for custom policies, edge cases, and objection handling.
Feed your agent this content to crush it
Pro tip: Set your agent's communication style in Agent → Settings → Tone. Formal, friendly, or concise. This controls how the AI phrases every response so it sounds exactly like your brand, not like a robot.
QUALIFY
Stop wasting time on tire kickers. Your AI agent qualifies every single inbound contact, scores them in real time, and routes the hottest prospects straight to your team so you only talk to buyers.
Define your qualifying questions
In Agent → Qualification, set the questions that matter: budget range, timeline, company size, whatever filters out the noise. The AI weaves them naturally into conversation so it never feels like an interrogation.
Set up lead scoring that works
Assign point values to each answer. "Ready to buy this week" outscores "just exploring" every time. ConvoAI calculates an aggregate score from 0 to 100 and labels leads Hot, Warm, or Cold so you know exactly where to focus.
Get alerted the second a hot lead drops
Go to Settings → Notifications and set your score threshold. The moment a lead crosses it, your team gets an instant alert with the full conversation context. No hot lead slips through.
Score 70 to 100. Route to your closer now
Score 40 to 69. Nurture and convert
Score 0 to 39. AI handles on autopilot
BOOK
Your agent books appointments directly inside the WhatsApp conversation. No external links, no friction, no drop off. Customers pick a slot, confirm, and get automated reminders. Your calendar fills itself.
Connect your calendar
Go to Agent → Agenda and configure your available hours and services. ConvoAI manages your availability in real time, only showing open slots to customers. No double bookings, ever.
Own your booking rules
Set available hours, minimum notice time (e.g. 2 hours ahead), appointment duration, and buffer time between sessions. All fully configurable per agent so you stay in control.
Automate reminders and crush no shows
ConvoAI sends reminders 24 hours and 1 hour before each appointment automatically. Customers can confirm, reschedule, or cancel right from the reminder. No shows drop, show rates climb.
Power move: Enable booking after lead qualification so the agent only offers appointment slots to leads that meet your criteria. Your calendar fills with qualified prospects only. No wasted meetings.
FUNNELS
Build powerful, multi step conversation flows with a visual builder. Automate what happens the moment someone messages you, or launch outbound campaigns that scale your reach and let the AI handle every reply.
Inbound funnels
Triggered the instant a customer messages you. Control the opening message, the questions it asks, and which branch to follow based on each reply. Perfect for welcome flows and qualification sequences that capture leads 24/7.
Outbound campaigns
Send Meta approved templates to your contact list at scale. Schedule the send, pick your template, select your audience from the CRM, and let the AI handle every single response. You launch it once, it works forever.
Funnel node types
CRM
Every WhatsApp conversation automatically creates or updates a CRM contact. Your visual Kanban pipeline tracks every deal in real time so nothing falls through the cracks and every opportunity gets captured.
Contacts created automatically
Every new WhatsApp number that messages you gets a contact card instantly. The AI enriches it with name, company, and intent pulled straight from the conversation. Zero manual data entry.
Pipeline stages built for your process
Create your own deal stages in CRM → Pipeline → Settings. Defaults are New, Qualified, Proposal, Won, and Lost, but you can rename or add stages to match exactly how your team closes deals.
Full activity timeline on every contact
Open any contact card and see the complete history. Every message, booking, note, and stage change in chronological order. Total context at a glance.
ANALYTICS
Your command center for everything your agent does. Conversations, lead volume, satisfaction scores, and AI resolution rates, all updating in real time. Open Dashboard → Analytics and know exactly where to double down.
Conversations
Total volume, trends, and peak demand hours
Lead Funnel
Track new, qualified, hot, and converted
CSAT
Satisfaction scores across every period
AI Resolution
Percentage resolved with zero human effort
Export all analytics data to CSV from Analytics → Export. Build custom reports, share wins with your team, or feed the data into your existing tools. Full control over your numbers.
HANDOFF
Some conversations need a human touch. A complex deal, a frustrated customer, a request outside the agent's scope. ConvoAI detects these moments, escalates instantly, and passes the full context to your team so they can close with confidence.
Set your escalation triggers
In Agent → Handoff, define the keywords or conditions that trigger a handoff. Think "speak to a human," "complaint," or "refund." The AI also escalates automatically when it detects frustration or uncertainty. Nothing slips.
Route to the right team member
Escalated conversations land in the shared Inbox. Any team member can claim it, add internal notes, and reply. The customer sees one seamless conversation. No awkward transitions.
Hand it back to the AI
Once your team resolves the issue, click Resume AI. The agent picks up exactly where it left off with full context. The customer never notices the switch. That is the ConvoAI experience.
Speed weapon: Build a library of saved replies in Inbox → Quick Replies. Your team sends any saved reply in one click. Response time drops, consistency goes up, and customers feel the difference.
Start free, no credit card required. Your AI agent goes live in under 15 minutes.