Step by step

How to create an AI agent on WhatsApp for your business

Quick answer

An AI agent on WhatsApp understands the written message and leads the conversation, instead of following a fixed menu. To create yours on CertuAI, describe the business and the tone of service in a conversation and connect your current number by QR code. It then answers, books appointments and follows up on its own.

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

An AI agent on WhatsApp does more than answer: it understands the customer, books and follows up. You teach the business in a conversation, connect the number and it works on its own.

Create my agent on CertuAI

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

Summary in 7 facts

An AI agent on WhatsApp does more than answer: it understands the customer, books and follows up.
You teach the business in a conversation, connect the number and it works on its own.
Quick answer An AI agent on WhatsApp understands the written message and leads the conversation, instead of following a fixed menu.
To create yours on CertuAI, describe the business and the tone of service in a conversation and connect your current number by QR code.
Three things, and you probably already have almost all of them.
Estimated time: a few minutes Difficulty: easy, no coding required Steps: 3 The WhatsApp number your business already usesThe number is yours and stays yours.
There are 3 steps on CertuAI: Describe the business, Connect WhatsApp and Turn on the agent.

By the numbers

Number	What it means
3 steps	There are 3 steps on CertuAI: Describe the business, Connect WhatsApp and Turn on the agent.

How do I create an AI agent on WhatsApp?

What do you need before you start?

Three things, and you probably already have almost all of them.

Estimated time: a few minutes
Difficulty: easy, no coding required
Steps: 3

The WhatsApp number your business already usesThe number is yours and stays yours. CertuAI connects the contact your customers already know, with no SIM swap and no new account.
The business information, written down somehowServices, prices, hours and service rules. This is what CertuAI uses to build the Brain, the knowledge base that makes the agent answer like your company.
A CertuAI accountYou create the account at certu.com.br, connect your WhatsApp and the AI learns from your conversations.

How do I create your AI agent, step by step?

There are 3 steps on CertuAI: Describe the business, Connect WhatsApp and Turn on the agent.

Step 1 of 3
Describe the business
In the CertuAI builder, say what you sell, the prices, the hours, the rules and the tone you want to use with the customer.
Step 2 of 3
Connect WhatsApp
Scan a QR code with the number your customers already know to link the AI agent to that contact.
Step 3 of 3
Turn on the agent
The AI agent starts answering on WhatsApp, booking and following up on its own, logging every contact in the CRM included with CertuAI. You take over the conversation whenever you want.

Result when you finish

The AI agent starts answering on WhatsApp, booking and following up on its own, logging every contact in the CRM included with CertuAI. You take over the conversation whenever you want. This is the expected result of this CertuAI guide.

Do this now on CertuAI

What is an AI agent on WhatsApp?

An AI agent on WhatsApp is an automatic attendant that understands the written message, decides what to do and leads the conversation to the next step. An ordinary chatbot follows a script and stops when the customer goes off it.

That changes the result: instead of just informing, the agent qualifies, books, confirms and reopens stalled conversations. It acts like an attendant you trained, not like a menu.

With CertuAI, creating this agent doesn't involve coding. You describe the business, connect WhatsApp and the AI starts answering on your number.

What should you define for the agent to answer well?

The brand tone

Formal, direct or casual. The agent talks in the style that fits your business.

The service rules

What it can answer on its own and when it should call you. You decide the limits.

The schedule

Available times and how to confirm. The agent books without back and forth and reduces no-shows.

The follow-up

When to reopen a stalled conversation. A quote with no reply becomes a follow-up at the right time.

How do I get started on CertuAI?

You build the agent, connect WhatsApp and see it working before any customer talks to it. CertuAI has no lock-in and no setup fee.

Create my agent on CertuAI

Frequently asked questions

The questions that come up before putting an agent live.

What is the difference between an AI agent and a chatbot?

A chatbot follows a fixed script. An AI agent understands the written message, decides what to do and leads the conversation: it qualifies, books and follows up.

Do I need to code to create the agent?

No. You describe the business in a conversation and connect WhatsApp by scanning a QR code. No code.

Does the agent answer on my current number?

Yes. It is linked to the WhatsApp your customers already know, with no new number.

Can I control what it answers on its own?

Yes. You set the rules: what it resolves right away and when it should call you in the same conversation.

How much does it cost to create an AI agent on WhatsApp?

On CertuAI the monthly plans are Start US$ 75, Pro US$ 120 and Max US$ 249 per month, with no lock-in and no setup fee.