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Frequently asked questions about Whatsplaid.

Find answers about AI on WhatsApp, guided setup, Official API, inbox, leads, internal tickets, integrations, e-commerce, and plans.

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44 available questions

Overview

Understand Whatsplaid before automating your WhatsApp with AI.

What is Whatsplaid?

Whatsplaid is an AI platform for WhatsApp with assistant, inbox, leads, internal tickets, knowledge base, integrations, API, webhooks, and human control.

Is Whatsplaid just a chatbot?

No. It combines an AI agent, human support, inbox, lead capture, internal tickets, knowledge base, and integrations to operate sales, support, and customer service on WhatsApp.

Does it work for support and sales?

Yes. The AI can answer questions, qualify leads, recommend products, check orders, support customer service, and hand off conversations to the team when needed.

Does Whatsplaid replace my support team?

No. Whatsplaid automates repetitive support tasks, collects information, and organizes workflows. When a conversation requires negotiation, analysis, or human support, the team can take over via the inbox.

Settings

How to configure, test, and deploy the agent.

Do I need to know how to code?

No. The setup is guided: the platform helps assemble the assistant from the website, purpose, tone, behavior, knowledge sources, and company data.

How long does it take to activate?

It depends on the operation and integrations, but the onboarding was designed to minimize manual setup and get the assistant into testing quickly.

Can I test before activating on WhatsApp?

Yes. The setup flow lets you test the agent's behavior, review responses, and adjust objective, tone, knowledge, and capabilities before going live.

Why is Whatsplaid simpler than generic platforms?

Because it focuses on enabling AI on WhatsApp. Instead of forcing the company to build multiple modules from scratch, the platform organizes the essential resources into a straightforward path: configure, connect, test, and operate.

AI and knowledge

How the agent responds with company data.

Where does the AI get its answers from?

She uses the instructions configured in the assistant, imported documents, Google Sheets, website information, and data coming from enabled integrations such as e‑commerce, CRM, API, or webhooks.

Does the chatbot respond with data from my company?

Yes. It can use website, documents, spreadsheets, knowledge base, and enabled integrations to respond with more context.

What types of content can I use to train the AI?

You can use materials such as policies, FAQs, manuals, processes, catalogs, business rules, support instructions, documents, spreadsheets, and connected data.

Even simple, can the agent be robust?

Yes. The setup is straightforward, but the agent can use company data, documents, Google Sheets, e-commerce, CRM, leads, internal tickets, APIs, webhooks, inbox, and escalation to human support.

Support

Automation, inbox and human control on WhatsApp.

Can the human take over the conversation?

Yes. The team can reply via the inbox, pause the bot per conversation, and use the history to continue support with context.

Does the inbox show the conversation history?

Yes. The team can track messages, context, collected data, leads, internal tickets, and relevant support information.

Can the AI handle requests outside business hours?

Yes. The agent can answer questions, collect data, and guide customers even when the team is not available.

Is automated assistance suitable for support?

Yes. The AI can triage, answer recurring questions, guide procedures, and create internal tickets when a case requires human follow-up.

Is the AI still available after human support?

Yes. The operation can combine human assistance, AI responses, automations, and connected records according to the configured workflow.

Sales and leads

Sourcing, qualification, and opportunities within the conversation.

Does Whatsplaid capture leads automatically?

Yes. During the conversation, the agent may collect name, phone number, email, qualification answers, tags, and interests, registering the lead on the dashboard and sending it to integrations such as CRM or Zapier.

Do I need to create forms to capture leads?

No. Whatsplaid collects data during a natural conversation on WhatsApp while the agent responds and conducts the support.

What data can the agent collect?

Name, phone, email, interest, product, city, budget, deadline, source, notes and custom fields defined by the company.

Can AI qualify leads?

Yes. It can collect contact data, ask business questions, apply tags, identify interest, and prepare the lead for follow-up.

Can the leads go to my CRM?

Yes. Whatsplaid can send leads to RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, webhooks, API, or other connected flows.

Tickets and CRM

Case, contact and history management for the team.

Can the company create support tickets from conversations on WhatsApp?

Yes. During support, the AI or the team can turn the conversation into an internal ticket with history, evidence, summary, category, priority, and context for human follow-up.

What information goes into a ticket?

A summary of the issue, customer details, relevant history, conversation evidence, category, priority, notes, and any information collected during the service interaction.

Does Whatsplaid replace my current CRM?

It can organize WhatsApp contacts and opportunities within the platform, and it can also send leads to CRMs such as RD Station, Pipedrive, HubSpot and Bitrix24.

What information is included in the contact?

Data collected by AI, conversation history, summary, tags, notes, source, interest and business context may comprise the record.

Can tickets connect to other systems?

Yes. Operations can use automations, webhooks, APIs, and integrations to send ticket events to other systems.

Integrations

Connect data, e‑commerce, CRM, spreadsheets, documents, and in‑house systems.

Which integrations does Whatsplaid support?

Whatsplaid works with Shopify, Wix, Nuvemshop/Tiendanube, Google Sheets, RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, API and widget.

Can the AI access products and orders?

Yes, when integrated with e-commerce. The assistant can look up the catalog, send product images, recommend items, build the cart, and provide the checkout link.

Is it possible to build a cart on WhatsApp?

Yes, this feature can be enabled depending on the integration, plan, and configuration. The agent can guide product selection, build the cart during the conversation, and send the store checkout link.

Do I need to change my theme or checkout?

No. In e-commerce integrations, the intent is to query data and support the conversation without requiring a change of theme, checkout, or current operation.

Can I integrate my own systems?

Yes. APIs and webhooks allow connecting Whatsplaid to internal systems, ERPs, CRMs, business operations, or the company's technical workflows.

Does Google Sheets replace a full integration?

Not necessarily. Google Sheets is useful for simple, updatable data, while an API, webhooks, or direct integrations are better for workflows with rules, events, and operating systems.

Widget

Configurable WhatsApp button for websites, stores, and landing pages.

What is the Whatsplaid widget for?

It adds a floating WhatsApp button to the website to take visitors directly to a conversation with the number configured in Whatsplaid.

Does the widget open a chat within the website?

No. The widget keeps the experience simple: the visitor clicks the button and opens a conversation in WhatsApp with the configured initial message.

What can be configured in the widget?

Website, WhatsApp phone number, short button title and description or initial message that will be used when opening the conversation.

Do I need to install code on my website?

When the widget doesn't load automatically via an integration, just copy the script from the dashboard and add it to your site, theme, footer, or tag manager.

Does the widget work on e-commerce sites and landing pages?

Yes. It can be used on a corporate website, e-commerce sites, and campaign pages to create a quick entry point for customer service via WhatsApp.

Do I need to change the theme or checkout to use the widget?

No. The widget is installed via script and does not require changing your current theme, checkout, or platform.

Plans

Hiring, volume and evolution of automation.

Can I change plans later?

Yes. The plan can scale with the growth of your operation as conversations, integrations, automations, and use cases on WhatsApp increase.

Does the price depend on the volume of conversations?

The limits and values shown come from the pricing table used by the dashboard. Scenarios involving volume, connected channels, or specific integrations may require commercial review.

Is there a deployment for companies that do not yet use AI?

Yes. Self-service plans have no implementation cost and include guided setup to create the assistant, define its goal, tone, behavior, and knowledge sources.

Do integrations come with all plans?

The features available in each plan follow the plan matrix, including the Official WhatsApp API, AI, leads, inbox, knowledge base, e‑commerce, internal tickets, and integrations according to the subscribed plan.

Does Whatsplaid use the official WhatsApp API?

Yes. Whatsplaid connects WhatsApp Business via Meta's Official API, available on all plans, including the free plan.

Still need a more specific answer?

See the questions above or start the guided setup to determine the best path for your operation, integrations, automations, and plan.