Overview

Agently’s WhatsApp Business API integration brings your most active customer channel into a fully unified inbox. Every message — text, audio notes, images, documents, templates, broadcasts, and interactive buttons — syncs instantly into Agently.

Teams can manage high-volume chat operations with AI routing, automation triggers, and internal collaboration tools. From customer support to sales follow-ups to order updates, everything becomes structured and trackable.

This integration is built for teams that use WhatsApp heavily and want a robust, scalable system without manually switching between apps.

How it works

Once connected, Agently performs the following in real time:

• Instant message syncing: All inbound WhatsApp messages appear instantly inside Agently.

• Smart intent detection: AI classifies messages (pricing, complaint, order tracking, lead inquiry, verification, etc.).

• Auto-routing: Conversations are assigned to the right team or agent based on rules you define.

• Automations & templates:

  • Auto-responders

  • Follow-up reminders

  • Broadcast via WhatsApp template messages

  • Custom flows based on tags, keywords, or customer status

• One-click replies: Your team can reply directly from Agently without touching WhatsApp.

• Full conversation history: All messages, sent or received, are archived with searchable metadata.

Every update made in Agently is synced back through WhatsApp in real time, ensuring customers always receive accurate and timely responses.

Configure

Setup is straightforward:

1. Admin connects WhatsApp Business API credentials (e.g., via Meta BSP like 360dialog, Twilio, etc.).

2. Select which phone numbers should sync into Agently.

3. Import or approve WhatsApp template messages.

4. Set up routing rules (sales → team A, support → team B, VIP → priority inbox).

5. Configure automation flows (welcome messages, follow-ups, order notifications, payment reminders, etc.).

6. Enable AI reply settings and notification preferences for each team member.

Once done, WhatsApp becomes a powerful, automated, and centrally managed communication channel inside Agently.