Anyone can set up the agent.
The panel guides the creation of the assistant with clear questions about the company, customer service, tone of voice, objectives, and resources to be activated.
How to activate a robust AI agent on WhatsApp without programming.
Whatsplaid was created so that anyone can configure an AI for service, sales and support on WhatsApp. The platform guides the process, uses the company's data and delivers a complete operation without requiring technical knowledge.
- Guided setup, no programming
- Platform focused on WhatsApp
- Robust AI with company data
Simplicity is the main benefit of Whatsplaid.
Instead of requiring the company to build complex automations or combine various generic modules, Whatsplaid focuses everything on one goal: to put a useful and reliable AI to operate on WhatsApp with minimal friction.
A platform made for WhatsApp, not for everything at once.
Whatsplaid avoids the complexity of overly broad tools and organizes essential resources for customer service, sales, and support within the WhatsApp flow.
Easy to activate, complete to operate.
Even with guided setup, the agent can use knowledge base, leads, internal tickets, inbox, e-commerce, CRM, API, webhooks, and transfer to human support.
The deployment flow was designed to go from zero to active service.
The company doesn't need to start with technical integrations or complex automations. First, set up the agent, then add knowledge, test real responses, and activate AI on WhatsApp safely.
Create the account and describe the company
The first step is to provide basic business data, language, website, area of operation, and main goal: customer service, sales, support, lead capture, or mixed operation.
Build the assistant with panel guidance
Whatsplaid transforms company information into instructions for the agent, including behavior, tone of voice, service rules, and available resources.
Add knowledge without depending on programming
The AI can use documents, Google Sheets, website, and ready-made integrations. When operation requires more control, API and webhooks are also available.
Connect WhatsApp Business
After connecting the number, the agent begins operating on the channel where the customer already communicates with the company, maintaining history, context, and control on the panel.
Test before publishing
Use real questions to validate responses about schedules, services, products, orders, quotes, support, human transfer, and lead data collection.
Activate, monitor, and improve
With the operation active, the dashboard shows conversations, leads, internal tickets, consumption, and integrations. The team can adjust the agent, pause the AI, and take over customer service when needed.
The simplicity of activation does not limit the operation.
Once configured, Whatsplaid covers the entire WhatsApp conversation cycle. It combines AI, inbox, knowledge base, leads, internal tickets, integrations, and human control to transform messages into organized operation.
Automatic responses with the company's context.
The agent answers frequently asked questions, explains services, guides customers, uses the knowledge base, and maintains the tone set by the company.
Lead capture and support for the sales process.
AI collects name, phone, email, qualification responses, tags, and interests during a natural conversation on WhatsApp.
Tickets, history, and transfer to humans.
When the case requires a team, the conversation can be monitored in the inbox, with the bot paused, manual response, and creation of an internal ticket with the customer's context.
The agent responds better when working with real operation data.
Whatsplaid allows feeding the AI with different sources of information without turning the configuration into a technical project. The company chooses what to connect according to its routine.
Base de conhecimento
Import documents and content to guide responses about rules, policies, services, processes, and frequently asked questions.
Google SheetsUse spreadsheets as a living base for data that changes frequently and needs to be synchronized with the agent.
E-commerce and CRMConnect Shopify, Wix, Nuvemshop, RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, and other integrations.
API and webhooksIntegrate proprietary systems to send events, query data, and fit Whatsplaid into the company's technical operation.
Each module solves a part of the operation on WhatsApp.
The goal is to reduce repetitive work without taking control away from the team. The AI responds when it makes sense, organizes data, and delivers context to humans when the conversation needs to continue manually.
Conversation center with history and bot control.
The team views chats, messages, media, status, unread messages, linked internal tickets, and can pause or resume AI per conversation.
Light CRM for contacts captured on WhatsApp.
Leads are organized with data, tags, notes, export, and sent to CRMs or connected automations.
Tickets created from conversations that require support.
Support cases can generate internal tickets with customer, summary, category, priority, status, and team continuation.
For sales, Whatsplaid can go beyond answering questions.
In e-commerce operations, the agent can consult catalogs, present products, send photos, respond about orders, and when enabled, support cart assembly within the conversation.
Products and recommendations
The agent uses catalog data to suggest items, answer questions, compare options, and guide the customer through WhatsApp.
Orders and post-saleCustomers can receive guidance on purchases, status, next steps, exchanges, deadlines, and recurring service.
Conversational cartWhen activated, the agent can lead the sale, organize items, and direct the customer to payment in the available flow.
Consultative salesFor complex services and sales, AI qualifies interest and sends the lead for commercial follow-up with more context.
In practice, the customer chats normally, and the operation happens behind the scenes.
The end user doesn't need to learn a new tool. They call on WhatsApp, write as they normally would, receive responses, and follow the correct flow according to the conversation's intent.
The customer sends a message
It can be an inquiry about service, a quote request, a product question, support request, or purchase intent.
AI identifies the intent
The agent understands the context, applies the company's instructions, consults available data, and decides whether to respond, ask more questions, or forward.
Whatsplaid executes the flow
The conversation can generate an automatic response, lead capture, product inquiry, internal ticket creation, CRM submission, or webhook activation.
The team monitors on the dashboard
Conversations, leads, internal tickets, integrations, and consumption are visible for management, customer service, sales, and support to track results.
Frequently asked questions about how Whatsplaid works.
These answers help understand how a person without programming skills can activate a robust AI on WhatsApp and keep control of the operation.
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.
Do I need to know how to program to set up the agent?
No. Whatsplaid is designed so that anyone can configure the agent through the dashboard, with a guided flow to define the company, goal, tone of voice, knowledge, active resources, and tests before 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 and automations from scratch, the platform organizes essential resources in a straightforward way: configure, connect, test, and operate.
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.
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 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.
Is it possible to use Whatsplaid to sell via WhatsApp?
Yes. The agent can answer questions, recommend products, send photos, check store information, and support sales. Conversational cart and payment forwarding depend on enabled integration and configuration.
How does the company measure if automation is working?
The dashboard allows monitoring conversations, leads, internal tickets, consumption, integrations, and operational results. The team can also review messages and adjust the assistant as needed.
Whatsplaid simplifies the creation of a complete AI agent for WhatsApp.
Anyone can set up the agent, connect company data, test real conversations, and activate AI on WhatsApp with human control, structured leads, internal tickets, and ready-to-grow integrations.