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How it works

Your business.
Your team.
A connected workflow.

A practical path from connecting WhatsApp to handling your first customer conversation.

Create your workspace
Step 01

Connect the account your team will use.

Open WhatsApp accounts in your workspace and follow the available connection flow. Check that the intended business account is selected before moving on.

  • Confirm the connected account and its status
  • Review who on your team needs access
Step 02

Give your assistant the right information.

Add product and service details, common questions and business documents. Set instructions that explain what the assistant should answer and how it should speak.

  • Use current, accurate business information
  • Try the questions your customers actually ask
Step 03

Decide when your people take over.

Set up team access and review your handoff settings. Teammates can work from the shared inbox, assign conversations and pause AI replies when a personal response is needed.

  • Keep conversation history and internal notes together
  • Make ownership clear before enabling replies
Step 04

Test the experience, then go live.

Review the full journey with a number you control: a customer message, an assistant response and a team handoff. Check the result before using automation with customers.

  • Confirm incoming messages and actual reply delivery
  • Keep reviewing knowledge and customer conversations

The conversation in practice

A helpful answer.
A natural handoff.

When a customer needs more than an everyday answer, your team can step in with the conversation already in front of them.

Explore what’s in the workspace
Team inboxExample workspace
AS
Ananya SharmaProduct enquiry
Open

Today, 10:24 am

Hi! Do you have a guide to your products?10:24
Business assistantYes, here’s our product guide. What are you looking for?
Product guide.pdfShared with customer
10:24
Could someone help me choose?10:25
Priya joined · AI replies paused
Priya · Your teamOf course. Tell me a little about what you need.10:26
Reply as your team…
01 — 03From a quick question to a personal reply.
Product illustration · Fictional example

Start with the right setup

Let’s make it work
for your team.

Ask about your account, workflow and business requirements.

Discuss your setup