How to set up an AI agent on WhatsApp for your business
This guide shows how to put the Kadaleo agent on WhatsApp: connect the channel, give the agent your business facts, switch AI replies on, and follow the conversations in your Inbox. It is for service businesses such as salons, clinics and restaurants. The steps build on the AI customer agent and on online booking and payments.
Step by step
Connect WhatsApp
Connect your WhatsApp account as a messaging channel. WhatsApp is one of the channels the Kadaleo agent answers in, alongside Instagram Direct, Facebook Messenger, Telegram and email. The channels and accounts page lists them all.
Teach the agent your business
Give it your business facts, services and prices, hours, FAQ and a few example replies. This is what it answers from.
Switch on AI replies for WhatsApp
Each channel has its own on/off switch for AI replies, so you decide where the agent answers. WhatsApp can be on while another channel stays off.
Set your services and available times
Set up your services, staff and resources, and your available times. Open slots with the right person or resource are what the agent books.
A customer writes, the agent replies
When a customer messages you on WhatsApp, the agent answers from your business facts, in the language the customer writes in, and keeps that language for the whole conversation.
It books or hands over
The agent books open slots and hands the conversation to you when needed. The booking becomes a contact with its history and a deal, and the customer's WhatsApp conversation joins the same contact.
Follow it in your Inbox
AI and human replies are in one place, and every agent reply is marked. You can take over any conversation yourself.
Before you start
A Kadaleo account
Create your account and build your site. During the trial, AI replies and online booking are on, with no card needed. On the free plan online booking stays on, up to 100 bookings in total, while AI replies need a plan.
Your WhatsApp account
WhatsApp is one of the messaging channels the agent answers in. Availability depends on each provider's account and permissions.
Your business facts
Business facts, services and prices, hours, FAQ and a few example replies. The agent answers from them.
What it connects to
WhatsApp is the channel in this guide. The same agent also answers in Instagram Direct, Facebook Messenger, Telegram and email, and each channel has its own on/off switch for AI replies. Bookings can use Google Calendar, and payments use Stripe.
Good to know
- Each channel has its own on/off switch for AI replies. Availability depends on each provider's account and permissions.
- The agent answers from the facts you give it, and you can take over any conversation.
- Your website has no AI chat. The website takes online bookings, and the agent answers in your messaging channels.
- AI replies are on during the trial and on a paid plan. On the free plan they are paused, while your site and online booking stay online.
How it fits the rest of Kadaleo
- AI customer agent for WhatsApp and Instagram: More about what the agent knows, which channels it answers in and how handover works.
- Online booking with payments for your business: What happens after the agent books: the contact, the calendar slot and the payment.
- How to turn Instagram messages into bookings: The same flow for Instagram Direct, from the first message to a paid booking.
Pricing
Kadaleo plans start from €49 per month + VAT. The trial needs no card, and your site and online booking stay online on the free plan after it. See pricing
Common questions
Which channels can the agent answer in besides WhatsApp?
Instagram Direct, Facebook Messenger, Telegram and email. Each channel has its own switch; availability depends on the provider account and its permissions.
Can I switch the agent off in one channel?
Yes. Each channel has its own on/off switch for AI replies.
Which language does the agent reply in?
In the language your customer writes in, for example English, Portuguese, Spanish, French, German, Ukrainian, Arabic, Chinese and Japanese, and many more. It keeps that language for the whole conversation.
Can I take over a conversation?
Yes. The agent hands the conversation to you when needed, and you can take over any conversation. Every agent reply is marked in your Inbox.
What can I do before choosing a plan?
Create your account and build your site. Your trial starts with the first build and needs no card: publishing, online booking, AI replies and automation are all on. Without a plan, your site and online booking stay online on the free plan, up to 100 bookings over the life of the account, cancelled ones included; you can add or import customers by hand until you have 100, and customers who write to you or book online are always added.
The trial needs no card. Choose a plan when you are ready.