AI Agent Configuration
Set up your AI agent with templates, custom prompts, and per-number configuration.
Overview
Your AI agent responds to incoming WhatsApp messages automatically. You control what it says through system prompts, templates, and configuration settings.
Easy Mode (Wizard)
The AI Wizard guides you through configuration step by step:
- Go to Settings → AI Configuration
- Choose Easy Mode
- Select a template that matches your business
- Fill in the fields (company name, products, hours, etc.)
- Preview the generated prompt
- Click Apply Configuration
Available Templates
| Template | Best For | |----------|----------| | Sales & Lead Closing | Qualifying leads, handling objections, closing deals | | Customer Support | Troubleshooting, FAQ, ticket resolution | | Appointment Booking | Scheduling meetings, collecting availability | | Real Estate Agent | Property inquiries, viewings, pricing | | E-commerce Store | Product questions, orders, returns | | General Assistant | Multi-purpose balanced assistant |
Advanced Mode
For full control, switch to Advanced Mode to directly edit:
- System Prompt — Instructions that define your AI agent's personality and behavior
- Welcome Message — The first message new leads receive
- Classification Prompt — How leads are categorized (HOT/WARM/COLD)
Tips for Writing Prompts
- Be specific about your business, products, and services
- Include pricing information if applicable
- Define how the AI should handle questions it can't answer
- Set the tone (professional, friendly, casual)
- Include your business hours and contact information
Per-Number Configuration (Growth+ Plans)
On Growth and Agency plans, each WhatsApp number can have its own independent settings:
- Go to Settings → AI Configuration
- Use the number selector dropdown at the top
- Select a specific number to override settings
- Fields left empty will inherit from your organization defaults
An "Using org default" badge appears next to fields that are inheriting from the organization settings. Click Reset to revert a field to the organization default.
Multimodal AI (Growth+ Plans)
On Growth and Agency plans, your AI agent can understand:
- Images — Product photos, screenshots, documents
- Voice messages — Spoken questions and requests
- Videos — Product demos, issue recordings
Starter plan users get text-only AI responses. When a media message is received on a Starter plan, the AI will respond with a friendly message asking to describe the request in text.
Welcome Messages
Configure the first message new leads receive:
- Go to Settings → AI Configuration
- Toggle Welcome Message on/off
- Customize the template — use
{{name}}to include the contact's name
The welcome message is sent only once per lead, when they first message your number.