A Agent for WhatsApp
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Everything You Need to Master Agent for WhatsApp

Explore our step-by-step guides, core workflows, and troubleshooting tips to get the most out of your workspace.

Get Started
Quick Start

Install Agent for WhatsApp, connect your account, add an AI connector, and reach first value in minutes.
Core Workflows
Message Templates

Create reusable message templates, copy preset scripts, and apply templates in batch sender and scheduled messages.
Core Workflows
Batch Sender

Select contacts, segment the audience, and send consistent outreach without rebuilding the message every time.
Core Workflows
Scheduled Messages

Plan follow-ups ahead of time, reuse templates, and personalize messages with supported variables.

Get Started

Get installed, connect your account, and reach first value quickly.

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Quick Start
Install Agent for WhatsApp, connect your account, add an AI connector, and reach first value in minutes.
Google Login and License Binding
Understand how Google authentication, license binding, and paid feature access work together.
Connect an AI Provider
Set up OpenAI, OpenRouter, Groq, or local connectors so AI features work reliably.

Core Workflows

Learn the product paths customers use every day.

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Message Templates
Create reusable message templates, copy preset scripts, and apply templates in batch sender and scheduled messages.
Batch Sender
Select contacts, segment the audience, and send consistent outreach without rebuilding the message every time.
Scheduled Messages
Plan follow-ups ahead of time, reuse templates, and personalize messages with supported variables.
Lead Intelligence
Understand how AI inquiry qualification and structured lead insights work together without turning the product into heavy CRM software.

Use Cases

Map product capabilities to sales and support outcomes.

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Sales Workflows for Small Teams
Use Agent for WhatsApp as a lightweight sales copilot instead of a heavy CRM.

Troubleshooting

Resolve common setup, license, and workflow issues.

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Troubleshooting
Resolve the most common issues with login, license binding, connectors, scheduled messages, and paid feature access.