How to configure WhatsApp

Goal: Customers message your business on WhatsApp and reach the same grounded Customer AI as your website widget.

Prerequisites

• Plan that includes WhatsApp (typically Growth+ — confirm on your billing page)
• Owner or Admin role
• Meta / WhatsApp Business assets ready (Business portfolio, WABA, phone number) — engineering or a partner may complete Meta-side setup
• Target AI Workspace with indexed knowledge

Steps (operator)

1. Open app.qefro.com → Channels / WhatsApp settings (wording may vary slightly by release).
2. Select the AI Workspace that should answer WhatsApp traffic.
3. Complete provider connection (embedded signup or admin fields your org uses).
4. Confirm the phone number shows as connected / quality pending as applicable.
5. Send a test message from a personal WhatsApp to the business number.
6. In Conversations, open the thread and verify:
   • Reply is grounded (citations / correct policy)
   • Handoff behavior matches your instructions
7. Optional: enable Business Tools so WhatsApp users can check orders (same tools as widget).

Note

WhatsApp template / marketing outbound rules are governed by Meta. Qefro focuses on the AI session once the customer is in a supported messaging context. Follow Meta policy for opt-in and templates.

Workflow

WhatsApp channel live

1. Workspace ready — Knowledge tested in Console first.
2. Connect WABA / number — Admin + Meta prerequisites.
3. Bind workspace — Right team owns the answers.
4. Live test message — From a real device.
5. Monitor conversations — Tune instructions and docs.

Troubleshooting

Symptom	What to check
No reply	Number bound? Workspace correct? API healthy?
Wrong knowledge	Different workspace than widget — align bindings
Tools fail	Same as web: tool auth / Customer Provider — ask engineering

Deep technical guide: Deploy WhatsApp AI. Platform overview: WhatsApp.

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