WBoTCRM

AI agent that answers customers

An AI assistant that replies to customers with your business instructions and your own AI key.

WhereCustomer panel → AI Agent, then Dock → Integrations → AI agent
  1. Set up the agent

    In the customer panel open AI Agent. Choose a provider (OpenAI, Gemini, Claude, Groq, DeepSeek, OpenRouter or Mistral), paste your key and write your business instructions: products, prices, timings, tone.

  2. Copy the hook URL

    Copy the Hook URL shown there.

  3. Turn on the WhatsApp API

    In Integrations, the WhatsApp API must be Online — the agent sends its replies through it.

  4. Connect

    In the AI agent card paste the hook URL and press Connect. The card shows Answering when it works.

  5. Take over any time

    When you reply in a chat yourself, the agent pauses there. It hands over when the customer asks for a person.

Good to know

  • Keep WhatsApp Web open: messages reach the agent and replies are sent from it.