Create your WordPress customer account, open Dashboard, add your business information and products, adjust AI Bot Settings, then choose a WhatsApp connection method.

Use another phone to send a real customer-style question. Check a visible product, its current price, stock and an order question. Review the reply before sharing the number publicly.

Open Dashboard and use the bot on/off control. Confirm WhatsApp is connected and that your products and business settings are saved.

Add a clear name, category, description, accurate price, stock count and a useful photo. Keep details current so customer replies stay accurate.

Only visible products are included in customer-facing product context. Set the product to Visible when it is ready for customer questions.

Save the latest product details in Dashboard and test with a new message. Product and setting changes start a fresh memory context on the next message.

Upload review photos in the Feedback tab. Your assistant can use saved review images when a customer asks for feedback.

It helps draft business settings. Review every generated detail before saving, especially contact, payment and policy information.

Choose the languages you want the assistant to use in AI Bot Settings, then test with sample messages in each language.

Set these preferences in Reply Style. They guide the assistant's customer-facing responses and can be updated whenever your brand voice changes.

Set your active hours and after-hours behavior in AI Bot Settings. Test outside those hours to confirm the response fits your business.

Open AI Bot Settings and use the Business and Payments sections. Keep this information complete and accurate.

Choose the QR connection for a guided phone pairing, or Business API if you already have a Meta business setup and want the official Cloud API connection.

Open WhatsApp in Dashboard, check the connection status and refresh or reconnect the QR session. Keep your phone online during pairing.

In Meta for Developers, open your app's WhatsApp API setup. Copy the Phone Number ID and WhatsApp Business Account ID exactly into your Dashboard connection form.

Create a system user with the required WhatsApp permissions in Meta Business settings, assign the app and WhatsApp account, then generate a token. Store it privately and enter it only in your Dashboard.

In Meta for Developers, open your app settings and locate the App Secret under Basic settings. Treat it as a private credential.

The WhatsApp Business API setup screen in your Dashboard generates these values. Copy them into your Meta app webhook configuration.

After verifying the callback in Meta for Developers, subscribe the WhatsApp webhook to the messages field. Then send a test message from another number.

Check connection status and the latest delivery error in Dashboard. Send a simple new test message, then share its time and exact error with support.

Turn on chatbot orders in AI Bot Settings. Choose the customer details required for an order; product and quantity remain mandatory.

Check that the order exists in the customer's account and that the identifying details match the saved order. Confirm the relevant order setting is enabled.

Customers can send a receipt image. Review it in your Dashboard and approve or reject it; do not treat a submitted image as confirmed payment before review.

Interested contacts can appear in Customer Leads with contact details, product interest and an intent label. Update their status as you follow up.

Enable Human Handoff in AI Bot Settings to let a person take over a conversation. Review your handoff settings before going live.

Map an ad's starter question to a focused reply and optional product photo in the Ad Replies tab. Matched campaign replies do not use the AI reply allowance.