Before you start: 3 things to have ready
Connecting WhatsApp Business takes about five minutes. Have three things ready: a WhatsApp Business number (via the Business API), your product and policy data (a Product Feed or spreadsheet plus Business Domain docs), and a clear scope for the agent. A focused agent beats a clever one.
Step 1, Connect the number
In MyChatBot, open Channels and pick WhatsApp Business. Authorize your number through the Business API, the capability discovery step, where the platform learns what it may do for you. Connection is quick, and every message to your number now reaches your agent.
Step 2, Give the agent its Knowledge Base
Upload Business Domain docs and connect a Product Feed (XML) or Product Spreadsheet. This is the agent's memory: it answers price, stock and policy from facts, with Agentic Search pulling only the rows it needs. Skip it and the agent guesses, so do not.
Step 3, Wire CRM, templates and hand-off
Connect your CRM, KeyCRM, SalesDrive, Kommo, HubSpot and more, so the agent runs create_crm_lead and create_crm_deal with a chat link. Register your message templates for re-engagement past the 24-hour window, add Google Calendar or Altegio for bookings, then set Hand-off Control: the stop-word, conditions and silent hand-off, with Flight Control in Telegram. This is permission scoping.
Step 4, Test, schedule, go live
Send a few test messages, let the Configuration Wizard battle-test the instruction, and confirm the tone is warm and on-brand. Set the Agent On schedule with graceful degradation if anything is down, turn it on, and watch the first chats. Five minutes to connect; the payoff is a WhatsApp line that sells, books and re-engages around the clock.