Learn how to manage your whatsapp channel deployments and credits tracking

Add Business Number

Click the + Add Business Number button in the top-right corner to open the configuration modal.

Required Information:

• Business Number: Enter your WhatsApp Business phone number with country code
• API Key: Provide your WhatsApp Business API key for authentication
• About: Brief description of the business
• Description: Detailed description of the business purpose
• Company Name: Your organization name
• Business Vertical: Select your industry category
• Profile Picture: Upload your business profile picture

Click Save to add the Business Number to your account.

Business Number added

Once successfully added, your Business Number appears in the WhatsApp numbers table.

Table Structure: - Business Number: Shows your added WhatsApp number - Agent: Displays “Connect Agent” button for Agent assignment - Actions: Gear icon for additional options

Your Business number is now ready for Agent connection.

Connect Agent

Click the Connect Agent button to assign an AI Agent to your WhatsApp number.

This opens the Agent selection modal where you can choose from your created agents.

Select and connect Agent

In the Agent selection modal, choose the Agent you want to connect to your WhatsApp number.

Agent Selection: - Browse through all your created agents - Use the search bar to find specific agents - Select the desired Agent (highlighted with purple border and checkmark) - Click Connect Agent to complete the connection

Agent Assignment: The selected Agent will handle all conversations for this WhatsApp number.

Agent connected successfully

Once connected, your Agent is now active on the WhatsApp number.

Connection Confirmation: - Agent name appears in the table under the “Agent” column - Success notification confirms the connection - Agent is now ready to handle WhatsApp conversations

Live Integration: Customers can now message your WhatsApp number and interact with your AI Agent.

Disconnect Agent

To disconnect an Agent from your WhatsApp number, click the ‘X’ icon next to the Agent name.

This opens a confirmation modal to ensure you want to remove the Agent connection.

Confirm agent removal

In the removal confirmation modal, review the action and confirm the disconnection.

Removal Process: - Review the confirmation message - Click Remove Agent to disconnect the Agent - The Agent will be disconnected from the WhatsApp number - You can now connect a different Agent if needed

Agent Disconnection: Once removed, the Agent will no longer respond to messages on this WhatsApp number.

Manage WhatsApp number

Click the gear icon in the Actions column to access additional options for your WhatsApp number.

Available actions:

• Edit: Modify Business number details, API key, and other configuration
• Delete: Remove the WhatsApp number completely from your account

Edit functionality: The edit option opens the same configuration modal where you can update all Business number details.