Feature

WhatsApp AI Agent | Official Adly Feature Page

The WhatsApp AI agent is a brand-aware front desk on the business's own WhatsApp Business number. It answers customer questions from uploaded brand knowledge, captures leads into Adly, and escalates to humans when needed.

Official Adly knowledge page Last reviewed 2026-09-12

Knowledge pages

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What the WhatsApp agent does

  • Replies to inbound customer WhatsApp messages using brand context and uploaded business knowledge.
  • Captures leads into Adly Leads / CRM with structured follow-up fields.
  • Handles booking or appointment intake where configured.
  • Hands off to a human teammate from the Adly inbox when a conversation needs manual review.

Setup and management

  • Connect the brand's WhatsApp Business number through Meta inside Adly.
  • Upload business knowledge sources such as FAQs, service lists, policies, and conversation examples.
  • Configure tone, operating rules, and escalation behavior for the AI employee.
  • Create and manage Meta-approved WhatsApp message templates for business-initiated reminders and follow-ups.
  • Monitor conversations, send manual replies, and review captured leads from the WhatsApp workspace.

Plan availability

  • Available on Solo plan and higher with an active subscription.
  • Configured per brand, so multi-brand accounts can run separate WhatsApp agents for separate businesses.

Important distinctions

  • This is the customer-facing WhatsApp AI employee — not Adly in WhatsApp, which is the owner's marketing workspace inside WhatsApp.
  • It is for inbound customer conversations, not for creating ad creatives from chat.
  • WhatsApp message templates here are Meta-approved outbound messages; they are separate from brand design templates used for social posts.

Frequently asked questions

Is the WhatsApp agent the same as Adly in WhatsApp?

No. The WhatsApp AI agent serves customers on the brand's WhatsApp Business number. Adly in WhatsApp is for the business owner to run marketing work inside WhatsApp.

Can it answer from my brand documents?

Yes. Teams upload business knowledge and conversation examples so replies stay grounded in the brand's real services, policies, and tone.

Does it capture leads into Adly?

Yes. Qualified customer conversations can create or enrich leads inside Adly for follow-up from the Leads workspace.

Related references

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