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WhatsApp Business integration

Manage your WhatsApp business account. Use WhatsApp Business from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in WhatsApp BusinessSend Media
  4. AndSend Message
Illustrative flow built from WhatsApp Business’s real triggers and actions.

Zoft + WhatsApp Business

What Zoft can do with WhatsApp Business.

  • 01Voice agentsA phone agent can use WhatsApp Business actions such as Send Media and Send Message during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update WhatsApp Business while it talks to the customer.
  • 03WorkflowsUse WhatsApp Business as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use WhatsApp Business actions on its own, and ask for your approval before it sends or changes anything important.

Example automations

Ideas to start with WhatsApp Business.

Illustrative examples of what you can build, not customer results.

  • Chat agentSame agent as the phoneThe brain that answers your calls answers WhatsApp too, with the same knowledge and rules.
  • WorkflowSend confirmations and remindersA workflow messages customers on WhatsApp when a booking or order changes.

Actions 3

Things Zoft can do in WhatsApp Business.

  • Send MediaSend a media message through WhatsApp
  • Send MessageSend a text message through WhatsApp
  • Send Template MessageSends a template message.

Setup

Connect WhatsApp Business in three steps.

  1. 01ConnectChoose WhatsApp Business in Connections and enter the account details WhatsApp Business asks for, such as a store name or token.
  2. 02Put it to workAdd WhatsApp Business as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ

WhatsApp Business on Zoft, answered.

What can Zoft do with WhatsApp Business?

Zoft supports 3 actions for WhatsApp Business. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect WhatsApp Business to Zoft?

Choose WhatsApp Business in Connections and enter the account details WhatsApp Business asks for, such as a store name or token.

Can a voice agent or chat agent use WhatsApp Business?

Yes. Once WhatsApp Business is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in WhatsApp Business without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put WhatsApp Business to work in your operation.