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WhatsApp is available on Hobby plan and above.

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Overview

Connect your AI agent to WhatsApp Business so leads can message you directly on WhatsApp and get AI-powered responses. The same prompt script powers both website widget and WhatsApp conversations. Connecting and assigning are two separate steps:
  • Numbers belong to your organisation. You connect them once on the Phone numbers page, where they sit unassigned until you put them to work.
  • Agents use numbers. You assign a number to an agent from that agent’s Integrations page.
An agent can hold several numbers, and a number is used by at most one agent at a time. Unassigning a number never deletes it — the credentials stay with your organisation, ready to hand to another agent.

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Connect a number

Connecting requires the owner or an admin role. Any member can view the page. There are two ways to connect:

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Quick Setup (Embedded Signup)

1

Open Phone numbers

Go to Phone numbers in the sidebar.
2

Click Connect your own number

Click Connect your own number, accept the billing note, then start the Meta flow. A Meta login window opens.
3

Complete Meta signup

Follow Meta’s Embedded Signup flow to connect your WhatsApp Business Account. SetterMaxer automatically configures the phone number and access token.

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Manual setup

If you already have a WhatsApp Business API account:
  1. Go to Phone numbers and choose to enter the details manually
  2. Enter your phone number, Phone Number ID, and WABA ID
  3. Provide your access token
Each phone number can only be connected once across all of SetterMaxer. If a number is reported as already in use, it is connected to another account and must be removed there first.

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Assign a number to an agent

1

Open the agent's integrations

Go to your agent’s Integrations page and open the WhatsApp card.
2

Add a number

Click Add number and pick one of your organisation’s unassigned numbers.
Assigning and removing a number requires the owner or an admin role, because the number is an organisation-wide resource. Removing a number from an agent leaves it connected and available to assign elsewhere. Existing conversations held on it are kept, but nobody can reply in them until the number is assigned again. Deleting an agent unassigns its numbers rather than deleting them.
The first number an agent holds is its primary number. The link message, avatar, wa.me link, QR code and embed code all refer to that one. Remove the primary number and the next one takes over — along with its own link message and avatar.

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Features

A pre-filled wa.me link is generated for the agent’s primary phone number. Share this link on your website, social media, or email campaigns. When a lead clicks it, WhatsApp opens with your pre-configured greeting message.

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Custom avatar

Upload a profile photo that gets synced to your WhatsApp Business Profile via the Meta API. Each number carries its own avatar.

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WhatsApp widget

Embed a WhatsApp chat button on your website:

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Human takeover

When a salesperson sends a message in a WhatsApp conversation, it’s delivered both:
  • In the SetterMaxer conversation UI
  • Via the Meta Cloud API to the lead’s WhatsApp
The AI is automatically disabled for that conversation.

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Reply timing

By default the agent answers the moment a reply is written. Under Prompt settings → Reply timing (WhatsApp) you can make it wait instead:
  • Instant — no delay (default).
  • Random delay — a random wait between a minimum and maximum you set, from 1 to 300 seconds.
  • Natural pacing — the wait follows the lead’s own pace:
When a delay is on, the lead sees their message marked as read and “typing…” shortly before the reply arrives. If they send more messages while they wait, the agent answers all of them in one reply. In Conversations, a pending reply shows when it will go out, with Send now and Cancel. Sending a message yourself cancels it too.
Reply timing applies to WhatsApp only. The website widget and the playground always reply instantly.

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How incoming messages work

  1. A lead sends a WhatsApp message to your connected number
  2. Meta’s webhook delivers the message to SetterMaxer
  3. A chat session is created or updated (channel: whatsapp)
  4. The AI generates a response using your prompt script
  5. The reply is sent back via the Meta Cloud API

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Voice messages and media

  • Voice messages are transcribed automatically. The agent answers the transcript like a typed message, and in Conversations you can play the original recording with the transcript below it.
  • Images, videos, documents, stickers, locations and contact cards appear in the conversation, but the agent cannot open them. It asks the lead to send the information as text instead. Captions are kept and read like normal text.
Recordings are stored privately and deleted together with the conversation.