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How to assign the AI Agent to the WhatsApp Business channel

With Chative.IO, you can assign AI Agents to conversations either manually or automatically. Additionally, the AI Agent will stop responding once a human agent joins the conversation, ensuring message credits are not used unnecessarily.

Manual assignment​

  1. Open your inbox and select conversations from your WhatsApp Business channel that need assistance.
  2. Click the Assign option within the conversation interface.
  3. Choose the AI Agent from the list to assign and provide customer support.

Assign AI Agent to WhatsApp Business channel

note

This method is ideal when you prefer manual control over assigning AI Agents for specific scenarios.

Automatic assignment​

  1. Navigate to the Automation Workflow section in Chative.IO.
  2. Click the Blank template to start building a new workflow.
  3. Select the event "When a customer sends a message" to initiate the workflow.
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This ensures the AI Agent automatically responds to all incoming messages.

  1. Add the condition "Channel is WhatsApp Business" to apply the workflow specifically to Instagram conversations.

Assign AI Agent to WhatsApp Business channel automatically

  1. Add the action "Assign conversation to" and select the AI Agent you want to handle the conversation.

Assign AI Agent to WhatsApp Business channel automatically

  1. Once the setup is complete, click Save and activate the workflow to enable the AI Agent.

Your AI Agent is now ready to operate. Try it out and explore how it enhances your customer experience!