Practical guides

AI for WhatsApp: 11 step-by-step guides for your business

Quick answer

To add AI to your business's WhatsApp, you write down what the company knows how to answer (prices, hours, rules), connect the number you already use, and test with real questions before letting the AI talk to customers. The guides below show each step, split by topic, with the estimated time and the expected result.

About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent

AI for WhatsApp is a program that reads the customer's message and answers the way your company would, at any hour. Here are 11 CertuAI guides, from what to prepare to the day it goes live. See the product.

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Updated on September 23, 2026 · Written by , CEO of CertuAI · Florianópolis (SC) · CertuAI serves all of Brazil

Summary in 7 facts

How do I add AI to my business's WhatsApp?

An AI agent on WhatsApp is software that reads the message the customer wrote and answers on its own, with the business's information, with no “press 1” menu. CertuAI builds this agent for small and medium businesses: it answers, books appointments, follows up and logs every conversation in the CRM.

If for now you only want to tell the customer the company is closed, start with the notice that no one is available, which comes free from the WhatsApp Business app itself.

Which guide do you need?

Each guide answers one question and ends with the steps, the estimated time and the expected result. Choose a category or search by topic.

Most searched

  • AI answering the phoneHow an AI answers a business's phone: what it does on the call, the steps to put it live and what to check before hiring a vendor.
  • Automatic message on WhatsAppStep by step on Android and iPhone for greeting, away and quick replies, what you can schedule and when to swap the fixed text for AI.
  • How to automate quote follow-upHow to automate quote follow-up on WhatsApp: free labels and quick replies, and an AI agent that picks up the stalled conversation at the right time.

Answer, book and sell automatically (5)

  • How to automate customer service on WhatsAppHow to automate customer service on WhatsApp: what is already free on WhatsApp Business and how the CertuAI AI agent answers, books and logs in the CRM.
  • How to serve several customers at onceHow to serve several customers at once on WhatsApp: labels and linked devices, and an AI agent that answers conversations in parallel.
  • How to automate quote follow-upHow to automate quote follow-up on WhatsApp: free labels and quick replies, and an AI agent that picks up the stalled conversation at the right time.
  • Automatic message on WhatsAppStep by step on Android and iPhone for greeting, away and quick replies, what you can schedule and when to swap the fixed text for AI.
  • AI answering the phoneHow an AI answers a business's phone: what it does on the call, the steps to put it live and what to check before hiring a vendor.

View only this category: answer, book and sell automatically

Set up the AI (4)

View only this category: set up the AI

Cost and decision (1)

View only this category: cost and decision

Team WhatsApp (1)

  • Same number on several devicesHow to use the same WhatsApp number on several devices: connect once, each person logs in with their own login and the AI agent answers up front.

View only this category: team WhatsApp

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In short

To add AI to your business's WhatsApp, you write down what the company knows how to answer (prices, hours, rules), connect the number you already use, and test with real questions before letting the AI talk to customers. The guides below show each step, split by topic, with the estimated time and the expected result.

About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent