Quickstart

This walkthrough takes you from sign-up to live conversations. Most stores are done in under five minutes because there’s no number to migrate.

Before you start

You need:

• The WhatsApp Business App number you already use
• Admin access to a Meta Business account
• A ChatAgent account — sign up at app.chatagent.so

That’s it. ChatAgent runs on WhatsApp Coexistence, so your number, your chat history, and your mobile app all stay exactly as they are.

Step 1: Add the number to Meta Business Manager

1. Open business.facebook.com
2. Go to Business Settings
3. Add your existing WhatsApp number

Do this first. It takes about two minutes and onboarding won’t work without it.

Step 2: Connect through ChatAgent

1. Sign up or log in at app.chatagent.so
2. Go to Integration → WhatsApp → Add Account
3. Select Keep WhatsApp Business App active (Coexistence)
4. Log in with Facebook, then scan the QR code

Step 3: Import your catalog

The AI answers product questions from your catalog, so it needs to know what you sell.

Go to Catalog and pick an import method:

• Store sync — connect Shopify, Tokopedia, or Shopee and let products sync automatically
• CSV upload — bulk-add products from a spreadsheet
• Manual entry — add products one at a time

Check the imported products before moving on. Wrong prices or stock counts turn into wrong answers.

Step 4: Configure the two agents

The Closer (auto-reply)

Go to AI Settings → Auto-Reply:

• Greeting — the first message new customers get
• Business hours — when the AI answers and when it hands off
• Response rules — what the AI handles on its own and what goes to a human
• Tone — how your brand sounds in chat

The Retainer (repeat orders)

Go to AI Settings → Repeat Orders:

• Reorder timing — how long to wait before nudging a customer
• Message templates — what the reminders say
• Product triggers — which products are worth following up on

Step 5: Test, then go live

Use Test Chat in the dashboard to try real questions before customers do. Check that:

• Product answers match your catalog
• Prices and stock are current
• The AI hands off when it should

Then switch from test to live. Conversations start flowing into the shared inbox right away.

What happens after you’re live

• New messages get an AI reply in seconds
• Customers can browse products and order inside the chat
• Past customers get reorder reminders on schedule
• Your team picks up anything that needs a person, with the full thread in front of them

If something breaks

Problem	What to check
WhatsApp won’t connect	The number is added in Meta Business Settings and you’re an admin
Products don’t show up	Re-authenticate the store under Settings → Integrations
The AI gives wrong answers	Fix the catalog entry or adjust the response rules
Messages aren’t delivering	Your WhatsApp Business account is in good standing with Meta

Where to go next

• Platform Navigation — find your way around the dashboard
• Account Settings — set up your team and billing
• The Closer — go deeper on the auto-reply agent