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 features that should remain enabled.
How to enable an AI agent on WhatsApp Business without coding.
Whatsplaid was created so anyone can set up an AI for customer 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 coding
- Platform focused on WhatsApp
- Robust AI with company data
Simplicity is Whatsplaid’s main benefit.
Instead of requiring the company to build complex automations or stitch together multiple generic modules, Whatsplaid focuses everything on one goal: putting a useful, reliable AI to work on WhatsApp with as little friction as possible.
A platform built for WhatsApp, not everything at once.
Whatsplaid avoids the complexity of overly broad tools and organizes the essential features for customer service, sales, and support within the WhatsApp workflow.
Simple to enable, 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 safely enable the AI on WhatsApp.
Create the account and describe the company
The first step is to provide basic business information: language, website, industry, and main objective — customer service, sales, support, lead generation, or a mixed operation.
Set up the assistant guided by the dashboard
Whatsplaid turns company information into instructions for the agent, including behavior, tone of voice, service rules, and available resources.
Add knowledge without relying on programming
AI can use documents, Google Sheets, websites and ready-made integrations. When the operation requires more control, API and webhooks are also available.
Connect WhatsApp Business
After the number is connected, the agent begins operating on the channel where the customer already communicates with the company, retaining history, context, and control in the dashboard.
Test before publishing
Use real questions to validate responses about schedules, services, products, orders, quotes, support, human handoff, and lead data collection.
Activate, monitor, and improve
With the operation active, the dashboard displays conversations, leads, internal tickets, usage, and integrations. The team can adjust the agent, pause the AI, and take over interactions when needed.
The simplicity of activation does not limit operation.
Once set up, Whatsplaid covers the full conversation lifecycle on WhatsApp. It combines AI, inbox, knowledge base, leads, internal tickets, integrations and human oversight to turn messages into organized operations.
Automatic replies with company context.
The agent answers frequently asked questions, explains services, guides customers, uses the knowledge base, and maintains the tone set by the company.
Lead generation and support for the sales process.
The AI collects name, phone number, email, qualification answers, tags, and interests during a natural conversation on WhatsApp.
Tickets, history and escalation to humans.
When a case requires a team, the conversation can be monitored in the inbox, with the bot paused, manual responses, and creation of an internal ticket containing the customer's context.
The agent performs better when working with real operational data.
Whatsplaid lets you feed the AI with different information sources without turning the setup into a technical project. Your company chooses what to connect according to its workflow.
Knowledge base
Import documents and content to guide responses about rules, policies, services, processes, and frequently asked questions.
Google SheetsUse spreadsheets as a living source 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 in-house systems to send events, query data, and fit Whatsplaid into the company’s technical operations.
Each module handles a specific part of the operation on WhatsApp.
The goal is to reduce repetitive work without removing team control. AI responds when it makes sense, organizes data, and provides context for humans when the conversation needs to continue manually.
Conversation hub with history and bot control.
The team views chats, messages, media, status, unread items, linked internal tickets, and can pause or resume the AI per conversation.
Lightweight CRM for contacts captured on WhatsApp.
Leads are organized with data, tags, notes, export, and sending to connected CRMs or automations.
Tickets created from conversations that require support.
Support cases can generate internal tickets with client, summary, category, priority, status, and follow-up by the team.
For sales, Whatsplaid can do more than just answer questions.
In e-commerce operations, the agent can consult the catalog, present products, send photos, respond about orders and, when enabled, assist with cart assembly within the conversation.
Products and recommendations
The agent uses catalog data to suggest items, answer questions, compare options, and guide the customer via WhatsApp.
Orders and After-SalesCustomers can receive guidance on purchases, status, next steps, exchanges, deadlines, and recurring support.
Conversational CartWhen enabled, the agent can conduct the sale, arrange items, and direct the customer to payment in the available flow.
Consultative sellingFor complex services and sales, AI qualifies interest and forwards the lead for commercial follow-up with additional context.
In practice, the customer communicates as usual and the operation takes place behind the scenes.
The end user doesn't need to learn a new tool. They message on WhatsApp, write as they normally would, receive replies, and follow the correct flow according to the conversation's intent.
The customer sends a message
It could be a customer service question, a quote request, a product inquiry, a support request, or a purchase intent.
AI identifies the intent
The agent understands the context, applies company instructions, consults available data, and decides whether to respond, ask for more information, or escalate.
Whatsplaid runs the flow
The conversation can generate an automated reply, capture a lead, query a product, create an internal ticket, send to a CRM, or trigger a webhook.
The team monitors on the dashboard
Conversations, leads, internal tickets, integrations, and usage are made visible so management, customer service, sales, and support can track the outcome.
Frequently asked questions about how Whatsplaid works.
These responses help explain how a non-programmer can activate a robust AI on WhatsApp and maintain control of the operation.
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.
Do I need to know how to program to set up the agent?
No. Whatsplaid was designed so that anyone can configure the agent through the dashboard, with a guided flow to define company, objective, tone of voice, knowledge, active resources and tests before activation.
Why is Whatsplaid simpler than generic platforms?
Because it’s focused on enabling AI on WhatsApp. Instead of forcing the company to build multiple modules and automations from scratch, the platform organizes the essential resources into a straightforward path: configure, connect, test, and operate.
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.
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 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.
Is it possible to use Whatsplaid to sell through WhatsApp?
Yes. The agent can answer questions, recommend products, send photos, look up store information, and support sales. Conversational cart and checkout routing depend on the enabled integration and configuration.
How does the company measure whether the automation is working?
The dashboard lets you track conversations, leads, internal tickets, usage, integrations, and operational outcomes. The team can also review messages and adjust the assistant as needed.
Whatsplaid streamlines building a complete AI agent for WhatsApp.
Anyone can set up the agent, connect company data, test real conversations, and enable AI on WhatsApp with human oversight, structured leads, internal tickets, and ready-to-use integrations to scale.