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Documentation Index

Fetch the complete documentation index at: https://docs.linkaiil.com/llms.txt

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WhatsApp Integration

Integrating WhatsApp with LinkAI allows your custom agent to communicate directly with customers via WhatsApp, providing a seamless and efficient way to handle inquiries and automate responses. This guide will walk you through the necessary steps to connect your agent to a WhatsApp phone number, ensuring smooth and effective customer interactions.

Why WhatsApp?

With over 2 billion active users globally, WhatsApp is a powerful channel for customer engagement:
  • Global Reach - Primary communication tool in Europe, Latin America, Africa, and Asia
  • 24/7 Availability - Provide instant support without adding strain on your team
  • High Engagement - Customers prefer messaging over phone calls
  • Rich Media - Send images, documents, and location information
  • Business Profile - Professional presence with verified business account

Before You Start

Important Prerequisites:
  • The WhatsApp phone number integrated with the agent can only be used by the agent, and can’t be used on WhatsApp or WhatsApp Business app
  • If you already use the phone number with WhatsApp, you must delete your account in the app first
  • Make sure you have an approved display name before integrating with your agent

Delete Existing WhatsApp Account (If Applicable)

If you’re using the phone number with WhatsApp or WhatsApp Business:
1

Open WhatsApp App

Navigate to WhatsApp or WhatsApp Business app on your device
2

Access Account Settings

Navigate to Settings > Account
3

Delete Account

Select Delete my account. This may take a few minutes, but after that, the number will be available to use with LinkAI.

Disable Two-Step Verification (If Using Meta Developer)

If you previously used WhatsApp through Meta Developer for business:
1

Login to WhatsApp Business Account

Navigate to your WhatsApp Business Account and login
2

Select Phone Number

Choose the phone number you would like to integrate
3

Turn Off Two-Step Verification

Navigate to Settings > Two-step verification and choose turn off two-step verification

Integration Steps

1

Navigate to Your Agent

Navigate to the agent you would like to integrate with WhatsApp in your LinkAI dashboard
2

Access Integrations

Navigate to Dashboard > [Agent] > Connect > Integrations
3

Connect WhatsApp

Click Connect on the WhatsApp integration card
4

Login with Facebook

Log in with your personal Facebook Account
5

Get Started

Click Get started to begin the setup process
6

Choose Business Profile

Choose or create a business profile for your WhatsApp integration
7

Create WhatsApp Business Profile

Create a WhatsApp business profile or select an existing one
8

Fill Business Information

Fill in the information for the Business profile (name, category, description)
9

Add Phone Number

Add a phone number. It is recommended to have only one associated number in this profile.
10

Continue Setup

Click Continue to proceed
11

Wait for Verification

Wait a few seconds for information verification
12

Finish

Click on Finish to complete the integration

Post-Integration Configuration

Customize Your WhatsApp Bot

You can modify your WhatsApp bot styling or delete your phone number:
  1. Click the “i” icon next to WhatsApp in your integrations dashboard
  2. Or navigate to the manage WhatsApp page directly

Update WhatsApp Settings

  1. Navigate to Profile settings
  2. Update your WhatsApp display name, profile picture, and business information
  3. Click the Save button

Messaging Limits & Billing

Free Tier: Your integration is active with 1000 free messages monthly.To send more than 1000 messages per month, add a payment method on your Meta billing settings.

Message Pricing

After the free tier, WhatsApp charges per conversation:
  • Service conversations - Customer-initiated within 24 hours
  • Marketing conversations - Business-initiated promotional messages
  • Utility conversations - Transactional updates (order confirmations, etc.)
Pricing varies by country. Check Meta’s WhatsApp pricing for details.

Features & Capabilities

What Your WhatsApp Agent Can Do

Instant Responses

Answer customer inquiries 24/7 with context-aware responses

Order Management

Handle order tracking, status updates, and modifications

Appointment Booking

Schedule appointments and send automated reminders

Customer Support

Resolve common issues and escalate complex cases to humans

Proactive Notifications

Send order updates, shipping notifications, and reminders

Rich Media

Share images, documents, location, and product catalogs

Message Templates

For business-initiated conversations (outside the 24-hour window), you’ll need approved message templates:
  1. Create templates in Meta Business Manager
  2. Submit for approval (usually takes 24-48 hours)
  3. Use approved templates for marketing and utility messages

Best Practices

Respond within minutes to maintain high customer satisfaction. LinkAI handles this automatically 24/7.
Use customer names and reference their specific orders or inquiries for a personal touch.
Provide clear next steps and action buttons when appropriate.
Honor customer requests to stop receiving messages and maintain compliance.
Set up clear escalation paths for complex issues that require human intervention.

Troubleshooting

Common Issues

Integration fails:
  • Ensure two-step verification is disabled
  • Verify you’ve deleted any existing WhatsApp account on that number
  • Check that your Facebook account has admin access to the business profile
Messages not sending:
  • Verify your Meta billing is set up for messages beyond the free tier
  • Check that message templates are approved for business-initiated messages
  • Ensure the phone number is still connected in Meta Business Manager
Agent not responding:
  • Check that the agent is active in your LinkAI dashboard
  • Verify the integration is still connected
  • Review agent logs for any errors

Need Help?

Contact Support

Our support team is here to help with WhatsApp integration issues

Next Steps

Train Your Agent

Upload your business data to improve response accuracy

Set Up Workflows

Create automated workflows for common customer requests

Monitor Performance

Track conversation metrics and optimize your agent

Add More Channels

Connect Instagram, Facebook, and other channels

Congratulations! You’ve successfully integrated your LinkAI agent with WhatsApp. Your agent is now ready to reply to all messages received through your WhatsApp Business account!