How to connect official WhatsApp with Boleani
With official WhatsApp (Meta Cloud API) your agent answers your customers’ chats automatically, using your catalog and policies. Here is how to connect it.
- 1
Go to "WhatsApp Agent"
In the dashboard, open the "WhatsApp Agent" section (also available from Settings). You will see the WhatsApp activation and linking card.
- 2
Start the linking with Meta
Press "Connect" and follow the flow to link your WhatsApp Business number to Meta’s Cloud API. You need a number that is not currently using the regular WhatsApp app with that line.
It is the official, Meta-certified connection: your messages go out with your own business number.
- 3
Verify the connection
When linking finishes, the card shows the connected status. Send a test message to your number to confirm the webhook receives and replies.
- 4
Choose the bot mode
You can leave the agent in autonomous mode (answers on its own) or training mode (it watches how your reps reply to learn your style before answering). Switch it from the WhatsApp panel.
- 5
Step in anytime from the Inbox
In the Inbox you can read conversations and take over a chat with one click when you prefer to answer yourself, then hand it back to the agent afterward.
Frequently asked questions
Can I send images and audio to the customer?
Yes. From the Inbox you can send images and audio, and also see the ones the customer sends you.
What is training mode?
It is an observer mode: the bot does not answer on its own while your reps chat, and it learns your tone and answers to replicate them when it returns to autonomous mode.
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