How to Set Up an AI Agent to Respond to Customers on WhatsApp

Setting up an AI agent to respond on WhatsApp requires three pieces: a number connected via the WhatsApp Business API (Meta), approved message templates to reopen conversations, and the AI Agent configured with the process's instructions. In Jestor, these three pieces already connect natively.

What's the difference between responding on regular WhatsApp and with an AI agent?

On regular WhatsApp, every response depends on someone typing it manually. With a configured AI agent, the initial response already goes out automatically, with the team monitoring and stepping in when a case falls outside the pattern.

What companies are trying to solve?

  • High first-response time outside business hours
  • Repeated messages that always need the same standard reply
  • No standardization across different agents
  • Difficulty reopening the conversation once the 24-hour window closes

How to configure the AI agent step by step?

Setup goes through three stages: connecting the number, defining templates, and configuring the agent.

StepWhat to doWhere
1. Connect the numberLink WhatsApp via Meta's official APIChannel setup in Jestor
2. Create templatesDefine messages to reopen conversationsMessage templates
3. Configure the agentDefine instructions and knowledge baseAgent Builder

Why choose Jestor?

  • Message templates are created and managed right inside Jestor, with no need to access Facebook
  • The AI agent responds based on the instruction configured for that specific process
  • Visual indicators show whether the team or the customer replied last

Frequently Asked Questions

Do I need to access Facebook to manage templates?

No, templates are created and managed directly on the Jestor platform.

Can the agent send a template automatically?

Yes, via an automation configured by button or trigger.

How long does it take to set up the integration?

Setting up the WhatsApp channel usually takes less than 5 minutes. Learn more at jestor.com.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.