Whatsplaid
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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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38 questions available.

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 AI agent, human support, inbox, lead capture, internal tickets, knowledge base, and integrations to operate sales, support, and service on WhatsApp.

Does it work for support and sales?

Yes. The AI can answer doubts, qualify leads, recommend products, check orders, support support, and direct conversations to the team when necessary.

Does Whatsplaid replace my support team?

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

Setup

How to configure, test, and deploy the agent.

Do I need to know how to program?

No. The setup is guided: the platform helps to build the assistant from the website, goal, 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 reduce manual setup and quickly put the assistant to the test.

Can I test before activating on WhatsApp?

Yes. The setup flow allows testing the agent's behavior, reviewing responses, and adjusting goal, tone, knowledge, and resources before operational activation.

Why is Whatsplaid simpler than generic platforms?

Because it is focused on activating AI on WhatsApp. Instead of forcing the company to build multiple modules from scratch, the platform organizes essential resources in a straightforward way: configure, connect, test, and operate.

AI and knowledge

How the agent responds with company data.

Where does the AI get the responses from?

It uses instructions configured in the assistant, imported documents, Google Sheets, website information, and data from enabled integrations like e-commerce, CRM, API, or webhooks.

Does the chatbot respond with my company's data?

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 like 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 simple, but the agent can use company data, documents, Google Sheets, e-commerce, CRM, leads, internal tickets, API, webhooks, inbox, and transfer to human support.

Support

Automation, inbox, and human control on WhatsApp.

Can a human take over the conversation?

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

Does the inbox show the conversation history?

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

Can AI atend outside business hours?

Yes. The agent can answer questions, collect data, and guide customers even when the team is unavailable.

Is automated atendimento suitable for support?

Yes. The AI can do triage, answer recurring questions, guide procedures, and create internal tickets when human follow-up is needed.

Does AI remain available after human service?

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

Sales and leads

Capture, qualification, and opportunities within the conversation.

Does Whatsplaid automatically capture leads?

Yes. During the conversation, the agent can collect name, phone, email, qualification responses, tags, and interests, registering the lead on the dashboard and sending it to integrations like 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 guides the service.

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 commercial questions, apply tags, identify interest, and prepare the lead for follow-up.

Can 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

Organization of cases, contacts, and history for the team.

Can the company create tickets from WhatsApp conversations?

Yes. During the service, 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 is included in the ticket?

Problem summary, customer data, relevant history, conversation evidence, category, priority, notes, and information collected during support.

Does Whatsplaid replace my current CRM?

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

What information remains in the contact?

Data collected by AI, conversation history, summary, tags, notes, origin, interest, and commercial context can make up the record.

Can tickets connect to other systems?

Yes. The operation can use automations, webhooks, API, and integrations to send ticket events to other systems.

Integrations

Connect data, e-commerce, CRM, spreadsheets, documents, and proprietary systems.

What integrations does Whatsplaid support?

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

Can AI check products and orders?

Yes, when there is integration with e-commerce. The assistant can consult the catalog, send product images, recommend items, assemble the cart, and forward the checkout link.

Is it possible to build a cart on WhatsApp?

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

Do I need to change my theme or checkout?

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

Can I integrate my own systems?

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

Does Google Sheets replace a complete integration?

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

Plans

Hiring, volume, and evolution of automation.

Can I switch plans later?

Yes. The plan can adapt to 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 displayed come from the pricing table used by the dashboard. Scenarios with volume, connected channels, or specific integrations may require a commercial assessment.

Is there an implementation for companies that do not yet use AI?

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

Are integrations included in 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 contracted 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?

Talk to the team to understand the best way for your operation, integrations, automations, and plan.