How it works

From signing up to your agent answering real customers. Our team does the building — your part is sending us what you already have, then reviewing and approving what we produce.

Your 14-day free trial

Signing up starts a 14-day trial. There's no card required, and the trial is when we build your first agent — so you're evaluating a real assistant trained on your actual business, not a generic demo.

Your dashboard shows how many days remain, and we email you before it ends. If the trial finishes without a plan, your agent pauses — nothing is deleted, and everything picks up exactly where it left off when you subscribe.

Step 1 — You send us your material

This is the only real work on your side. Send whatever already exists:

  • Documents — price lists, service descriptions, policies, warranty terms, FAQs. PDF, Word, plain text or spreadsheets are all fine.
  • Your website address, so we can read and index the relevant pages.
  • The WhatsApp number you want customers to message. It must not be registered to a personal WhatsApp account — if it is, we'll explain how to move it safely, or help you get a new one.
  • The questions your customers actually ask, especially the ones that aren't written down anywhere yet.
  • What you want the agent to do beyond answering — book appointments, qualify leads, raise tickets, look up orders.

It does not need to be tidy or complete. Structuring it is our job, and we'll come back to you with specific questions where something is missing.

Step 2 — We build and configure it

Our setup team works inside your account and does all of the following for you:

  • Builds your knowledge base from what you sent, so the agent answers from your business rather than from general internet knowledge.
  • Writes the agent's instructions — its tone, its limits, what it should do when it doesn't know something, and when it should bring in a human.
  • Connects your WhatsApp number through Meta's official onboarding, and prepares the message templates WhatsApp requires for contacting customers outside the 24-hour reply window.
  • Connects your tools: calendar for real availability, CRM for qualified leads, helpdesk for tickets, and any API you already have.
  • Sets the safety rules, so anything that costs money or changes a sensitive record is confirmed with the customer or held for your approval.

Every action we take on your behalf is written to your audit log with who did it, when, and what content it was based on. You can read that log at any time — nothing we do in your account is hidden from you.

Step 3 — You test it

When it's ready, the agent moves into a testing stage and we hand it to you. Talk to it the way your customers would, and push on the awkward cases: a question your documents don't cover, a price we weren't sent, an annoyed customer, someone demanding a human.

Tell us what's wrong and we adjust it. This loop repeats as many times as it needs to.

Step 4 — You approve, and it goes live

The agent cannot go live until you explicitly approve it. That is a hard rule, not a courtesy — we build and test, you sign off. Until you do, it never speaks to one of your customers.

Once approved, we switch it on for your WhatsApp number. From then on:

  • Customers message your number exactly as they do today — nothing to install and no link to click.
  • The agent replies from your knowledge base, and brings your team into the same chat when a person is needed.
  • WhatsApp's rules are enforced automatically: the 24-hour reply window, approved templates for anything outside it, and STOP requests from customers.
  • Want a shareable entry point? A click-to-chat link or QR code for your number can go on your website, receipts or shop window.

Step 5 — You watch it, we keep improving it

Your dashboard is where you see what the agent is actually doing:

  • Inbox — WhatsApp conversations happening right now. You can take one over and reply as a human in the same chat at any point, then hand it back to the agent.
  • Leads — every qualified lead with its score and outcome.
  • Number health — whether your WhatsApp number is in good standing, with plain-English warnings if anything needs attention.
  • Analytics — resolution and escalation rates and where customers drop off.
  • Approvals — anything the agent is holding for a human decision.
  • Audit Log — every change made in your account, by us or by your team.

You don't have to act on any of it. We review the same reports and update your knowledge base as your prices, policies and services change — that upkeep is part of the service, not something we hand back to you.

What if something's wrong?

Raise it from the Support section of your dashboard and it goes straight to our team with your account context attached. If the agent said something it shouldn't have, tell us — we'll fix the underlying knowledge or instruction, not just the one answer.

Ready to start?

Sign up, send us what you have, and we'll build your agent during the 14-day trial.

Start your free trial