Get a live AI agent on your own WhatsApp number. Step-by-step: create your account, connect WhatsApp, train the AI, test it, and go live — usually within two to three weeks including Meta approval.

This is the shortest path from nothing to a working AI agent on your own WhatsApp number.

Before you start

You need three things:

A phone number that is not currently registered on WhatsApp or WhatsApp Business, or one you are willing to migrate. A landline works if it can receive a voice call for verification.
A Meta Business account. If you do not have one, it is created during signup.
Your business details — legal name, address and website. Meta checks these.

You do not need a developer, a Meta developer account, or any technical setup. We handle the Meta side.

Step 1 — Get your account

You will receive a dashboard URL, your login email, and a password shown once. Change it from Settings after your first sign-in.

Step 2 — Connect your WhatsApp number

In the dashboard, go to Connect and click Connect WhatsApp. This opens Meta's own embedded signup window.

Inside that window you will:

Log in with your Facebook account
Select or create your Meta Business portfolio
Create or select a WhatsApp Business Account
Add the phone number you want to use
Verify it by SMS or voice call

When the window closes, your number is connected. See Connecting your WhatsApp number if any step needs more detail.

The account created here belongs to you. We are connected to it as your Tech Provider, which is what lets us run the platform on your behalf.

Step 3 — Train the AI

Go to Settings and fill in two fields:

Persona — how the agent should sound and behave.

You are Priya, the front-desk assistant for Sunrise Dental, Kukatpally.
Be warm, brief and helpful. Reply in the customer's language.
Never quote treatment prices — offer to book a consultation instead.

Knowledge base — the facts it may use. Plain text, as much as you want.

Sunrise Dental, Plot 12, KPHB Phase 3, Kukatpally, Hyderabad.
Open Mon-Sat 10:00-20:00. Closed Sunday.
Services: cleaning, fillings, root canal, crowns, implants, braces, aligners.
Consultation fee Rs 300, adjusted against treatment.
Parking available. Phone 040-12345678.

Two rules that matter:

Only put facts here you are happy being repeated. The agent treats this as truth.
Leave out anything that changes often, or anything you would not want stated without a human checking — prices that move, offers with deadlines, medical or legal advice. The agent will say a colleague will follow up instead.

Save, and the agent is live.

Step 4 — Test it

Message your own WhatsApp number from a different phone. Ask something a real customer would ask.

Watch the conversation appear in Conversations in real time. Try Take over — the AI stops replying to that thread immediately and you can answer yourself. Release to AI hands it back.

If a reply is wrong, the fix is almost always the knowledge base or the persona, not the model. Add the missing fact and try again.

Step 5 — Go live

Point customers at the number: website, Google Business Profile, ads, printed material, email signature, a QR code at the counter.

From here:

Set up your first broadcast campaign
Build a form to capture structured details
Connect your CRM or billing system
Ask us for a custom module if your process needs one

How long it takes

Stage	Typical time
Account created	Same day
WhatsApp number connected and verified	1–2 days
AI trained and tested	2–5 days
First template approved by Meta	Minutes to 24 hours
Live end to end	2–3 weeks

Most of that is Meta's verification, not our build time.

Quickstart