How to Set Up a WhatsApp AI Bot in GreenTick
An AI Agent That Answers, Then Knows When to Step Aside
Answer common questions automatically, and hand off to a real person the moment your bot can't help. Here's the five-step setup.
Introduction
Set It Up in a Few Minutes
A WhatsApp AI bot handles common questions automatically, using only the knowledge you give it. When it can't help, it hands off to your team instead of guessing.
Walkthrough
How to Set Up Your AI Bot
Seven steps, from a blank canvas to a live, tested workflow.
1️⃣ Click New Agent
Open AI Bot from the sidebar – it starts empty with “No agents yet.” Click New Agent to create your first one.
2️⃣ Name it and choose your LLM
Give the agent a name and a type (e.g. Customer Support), then pick the model it runs on – GPT-4o mini and others are available.
3️⃣ Write the system prompt
This defines what your bot can and can’t do. Keep it specific: answer only from your knowledge base, ask before assuming, and never claim it’s transferring the customer – GreenTick handles the actual handoff.
4️⃣ Set the human handoff message
Turn on Send handoff message and write what the customer sees when they’re connected to a real person – it sends automatically when they ask to talk to a human.
5️⃣ Enable it, and save
Toggle Enabled to turn the bot on, and Default agent for new chats if you want it answering every new conversation automatically. Click Save.
Good to Know
Straight From Meta
Official Documentation
Meta’s WhatsApp Business Solution Terms bar general-purpose AI assistants – LLM-powered bots that answer anything, ChatGPT-style – when AI is the primary functionality being offered, not a business’s own customer service tool. A bot scoped to your knowledge base with a clear handoff to a human, exactly what you just built, stays fully compliant.
Wrapping Up
Your Bot Is Live
That's a working WhatsApp AI bot - answering from your knowledge base and handing off cleanly when it can't help. Want it to only step in for specific keywords instead of every chat? Set that up with WhatsApp automation.
FAQs
Frequently Asked Questions
What is a WhatsApp AI bot?
An AI agent that automatically answers customer questions on WhatsApp based on a knowledge base and instructions you write, and hands off to a human when it can’t help.
Which LLM does the AI Bot use?
You choose it when creating the agent – GPT-4o mini is one of the available options.
How does the handoff to a human work?
When a customer asks to talk to a person, the bot sends your configured handoff message and the conversation moves to your team – the bot doesn’t claim to transfer them itself.
Is AI banned on WhatsApp Business?
No – only general-purpose AI assistants that answer anything, unrelated to a specific business, are restricted. A bot scoped to your business and knowledge base, like the one you build in GreenTick, is fully compliant.
Can I have more than one AI agent?
Yes. Create multiple agents with different names, prompts, and types, and set which one (if any) is the default for new chats.
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