WhatsApp Integration

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Set Up WhatsApp

WhatsApp is one of the most popular messaging platforms globally. Connect it so Clara can respond to customers on WhatsApp right from your AgentClara inbox.

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Requirements

Before you start, you need:

1. A WhatsApp Business Account (created through Meta/Facebook)
2. A phone number (can be your current business number)
3. Admin access to your WhatsApp Business account

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How to Connect

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WhatsApp in Your Inbox

Once connected, WhatsApp conversations appear in https://agentclara.app/chats:

• Filter by Channel: WhatsApp to see only WhatsApp messages
• Click any conversation to see the thread
• Type a reply and send

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How Clara Handles WhatsApp

Clara on WhatsApp can:

• Answer questions about hours, services, pricing
• Book appointments and send confirmations
• Handle payments (if you have Stripe linked)
• Send appointment reminders
• Escalate to humans if needed

Example conversation: Customer: “Hi, can I book a massage for Thursday?” Clara: “Of course! I have availability at 2pm or 4pm. Which works better?” Customer: “2pm please” Clara: “Great! What’s your name and phone number?” Customer: “Sarah, 555-1234” Clara: “Perfect Sarah! Appointment confirmed for Thursday at 2pm. We’ll send you a reminder the day before.” ✅ Booked automatically on your calendar

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WhatsApp Business vs Personal

Don’t use your personal WhatsApp account. It won’t work with AgentClara. You must use WhatsApp Business (which is free):

• Separate from your personal account
• Designed for business conversations
• Integrates with CRM systems like AgentClara
• Better for team management

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Common Setups

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Scenario 1: New Business Number

If you want a new WhatsApp number for your business:

1. During setup, select “New Business Number”
2. We’ll assign you a number in your country
3. Tell customers this number for WhatsApp

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Scenario 2: Existing WhatsApp Business

If you already have WhatsApp Business connected:

1. Select “Connect Existing Account”
2. Log into your Meta Business Manager
3. Grant AgentClara permission
4. Your existing conversations appear instantly

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Scenario 3: Personal Number Upgrade

If you want to convert your personal WhatsApp to Business (advanced):

1. Go to Meta Business Manager
2. Create a WhatsApp Business Account
3. Link it to your existing phone number
4. Conversations migrate to WhatsApp Business

(This requires coordination with Meta. Contact us if you need help.)

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Conversation Workflows

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Appointment Booking via WhatsApp

Customer: “Can I book?” Clara: “Sure! I have these times available: [list]” Customer picks a time Clara: Confirms and sends calendar invite ✅ Appointment syncs to your calendar

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Payment Links via WhatsApp

If you sell products or services: Clara: “That’ll be $50. Here’s your payment link: [link]” Customer clicks link and pays via Stripe Clara: “Payment received! You’re all set.”

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Message Requests

WhatsApp has “Message Request” feature if a new customer messages you. You can:

• Accept and reply (conversation moves to main inbox)
• Ignore (message stays in requests)

All this works from AgentClara—no need to check WhatsApp app.

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Team Collaboration

If your team uses AgentClara:

• Assign WhatsApp conversations to specific team members
• Add internal notes
• Escalate to managers if needed
• See conversation history

All happens in AgentClara—your team never needs the WhatsApp app.

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WhatsApp Message Types

Most of Clara’s automatic messages use free templates.

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Broadcasting (Mass Messages)

You can send one message to multiple customers at once: Go to https://agentclara.app/launch and look for Broadcast. Examples:

• “We’re closed on Monday”
• “New service available”
• “Limited time offer”

Only works if customers opted in.

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Troubleshooting

I'm not receiving WhatsApp messages in AgentClara

1. Verify your account is fully connected (Integrations > WhatsApp)
2. Send yourself a test message
3. Refresh the page
4. Check you’re looking at the right account (if you have multiple)

If still broken, disconnect and reconnect.

Clara's replies aren't reaching customers

Check:

1. Your WhatsApp template is approved (pending templates don’t send)
2. The customer hasn’t blocked you
3. The message isn’t too long (WhatsApp has limits)

See the error message in AgentClara for exact reason.

I want to use my existing WhatsApp Business number

Go to Meta Business Manager > WhatsApp Settings > Phone NumbersFind your number, and you can connect it to AgentClara. (Takes 10 minutes with Meta support if issues come up.)

Can I have multiple WhatsApp numbers?

Yes. Go to https://agentclara.app/integrations and add another WhatsApp Business account.Each number shows in your inbox separately.

What's the cost of WhatsApp messaging?

• Customer messages you: Free
• You reply within 24 hours: Free
• You reply after 24 hours: $0.01-0.08 per message (varies by country)
• Template messages: Variable (we handle the details)

Check your WhatsApp Business settings for exact rates in your country.

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Best Practices

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What’s Next?

• Connect other channels - SMS, Email, Instagram
• Set up appointment reminders - Automatic WhatsApp confirmations
• View WhatsApp analytics - See response rates and engagement

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Questions? Email support@agentclara.ai