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    • Start Selling on WhatsApp
    • Set Up the AI Sales Agent
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  1. Help Center
  2. Commerce
  3. Set Up the AI Sales Agent

Set Up the AI Sales Agent

Give the agent your voice, choose the tools it can use, and test it in the playground before it talks to customers.

The AI Sales Agent is the salesperson living on your WhatsApp number. It answers product questions, shares prices and photos, creates orders, and sends checkout links, around the clock.

Switch It On

Go to Commerce → AI Sales Agent and flip the Active toggle. While active, the agent replies to customer messages on your connected number.

Give It Your Voice

Two text boxes control how the agent behaves:

  • Persona & voice: who the agent is and how it speaks. Mention your shop name, tone (warm, playful, formal), and language habits.
  • How it sells: your selling rules: when to suggest alternatives, when to upsell, what to say about delivery times.

Keep both short and concrete. The agent follows them like a well-briefed employee.

Catalog Awareness Is Automatic

You don't need to teach the agent your products. It always sees your live catalog (names, prices, stock, and photos), so it never offers something that's out of stock and never quotes an old price.

Choose Its Tools

Each tool can be switched on or off independently:

Tool What it does
FAQ auto-reply Answers common questions instantly
Human handover Routes tricky conversations to you
Catalog lookup Shares products, photos, and prices
Checkout Sends secure payment links in the chat
Create order Records the order with items and delivery details
Delivery quote Estimates delivery cost from the customer's location

Hand Over When It Matters

Under Hand over to a human, list the topics that should always reach you, for example: refund, complaint, manager, wholesale. When a message touches one of them, the agent pauses and notifies your inbox.

Test Before You Go Live

The Test playground on the right side is a private chat with your agent. Ask it the questions your customers ask ("How much?", "Deliver to Arusha?", "How do I pay?") and refine the persona until the answers sound like you.

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On this page

  • Switch It On
  • Give It Your Voice
  • Catalog Awareness Is Automatic
  • Choose Its Tools
  • Hand Over When It Matters
  • Test Before You Go Live