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Intermediate15 min read

WhatsApp Business Automation Guide

Complete guide to setting up WhatsApp Business API and automating customer conversations with AI-powered chatbots. Reach 2 billion+ users on their favorite platform.

Why WhatsApp for Business?

2 Billion+ Users

Reach customers on the platform they use daily. WhatsApp has massive adoption in India.

98% Open Rate

WhatsApp messages have significantly higher open rates compared to email or SMS.

End-to-End Encryption

All conversations are encrypted, giving customers confidence in your business.

Rich Analytics

Track delivery rates, read receipts, and conversation metrics in real-time.

Setup Guide: Step by Step

1

Apply for WhatsApp Business API

Before connecting to Agent Rush, you'll need access to WhatsApp Business API through Meta.

  • Go to business.facebook.com and create a Business Manager account
  • Verify your business with Meta (requires business documents)
  • Apply for WhatsApp Business API access
  • Wait for approval (typically 1-3 business days)

You'll need a phone number that's not already registered with WhatsApp. Consider getting a dedicated business number.

2

Set Up Your WhatsApp Business Profile

Configure your business profile to build trust with customers.

  • Add your business name and description
  • Upload your company logo
  • Set your business category
  • Add your business address and website
3

Connect WhatsApp to Agent Rush

Link your WhatsApp Business API to your Agent Rush account.

  • Go to Dashboard → Integrations → WhatsApp
  • Click 'Connect WhatsApp Business'
  • Enter your Phone Number ID and Access Token from Meta
  • Verify the connection with a test message
4

Configure Your AI Agent

Set up your Agent Rush chatbot to handle WhatsApp conversations.

  • Select which AI agent should handle WhatsApp messages
  • Configure greeting messages for new conversations
  • Set up quick reply buttons for common queries
  • Define handoff rules to human agents
5

Set Up Message Templates

Create pre-approved templates for initiating conversations.

  • Create templates for order updates, appointment reminders, etc.
  • Submit templates for Meta approval (24-48 hours)
  • Templates must follow WhatsApp's commerce policy
  • Use variables for personalization (e.g., {{customer_name}})
6

Test and Go Live

Test your WhatsApp integration thoroughly before launching.

  • Send test messages from your personal WhatsApp
  • Test all conversation flows and handoff scenarios
  • Verify message delivery and read receipts
  • Start with a soft launch to a small customer segment

Message Template Examples

Here are some template examples you can use as a starting point. Remember to submit these for Meta approval before use.

Order Confirmation

Hi {{customer_name}}! Your order #{{order_id}} has been confirmed. Expected delivery: {{delivery_date}}. Track your order: {{tracking_link}}

Appointment Reminder

Hi {{customer_name}}, this is a reminder for your appointment at {{business_name}} on {{date}} at {{time}}. Reply YES to confirm or RESCHEDULE to change.

Cart Abandonment

Hi {{customer_name}}! You left items in your cart. Complete your purchase now and get 10% off with code: CART10. Shop now: {{cart_link}}

Frequently Asked Questions

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