WhatsApp

How do I get an AI agent answering WhatsApp?

You connect your number through the official WhatsApp Business API, Eva learns from your catalog and your rules, and from then on it answers, quotes and follows up on your WhatsApp — with your team stepping in whenever they want.

Eva is an AI sales agent with a built-in CRM. It runs on your website widget, over email campaigns, on Instagram, on Messenger and on WhatsApp — and for buyers in Mexico and much of Latin America, WhatsApp is where the buying conversation actually happens.

Answering it well is the hard part: it takes the catalog in front of you, the calendar open and the company's rules in your head, at any hour. This page is what Eva does on WhatsApp, what it needs to connect, and the platform rules worth knowing.

Whatever the customer sends, Eva understands

Voice note · 0:23understood
Photo of a productidentified
Shared locationnearest branch
Incoming callanswered
Video · 0:41understood
Order_march.pdfread
Voice note · 0:23understood
Photo of a productidentified
Shared locationnearest branch
Incoming callanswered
Video · 0:41understood
Order_march.pdfread

What Eva can do

  • It holds the conversation with the identity, goal, greeting, style, process and restrictions you configured for your agent, tested as a draft before anything is published.
  • It searches your catalog and pulls the verified product record before naming a price, using only the fields you marked visible.
  • It accepts photos, audio and documents: JPEG, PNG, GIF and WebP images, MP3, WAV and WebM audio, and PDF, TXT, DOC and DOCX documents.
  • It checks real calendar availability, proposes times and books the appointment, with reminders going out on the same channel.
  • It creates a SPEI bank-transfer payment link in Mexican pesos from inside the conversation, through that agent's connected account.
  • It creates or updates the contact and the opportunity in the CRM, asks for human assistance, assigns the conversation and notifies the teammates you configured.

What makes it different

  • WhatsApp is the channel Eva can come back on. With an approved template it reopens the conversation outside the window; on Instagram and Messenger no compatible route back exists.
  • Follow-up is not a stored message going out on a timer. When one falls due, Eva runs a full agent turn: it can use its tools, update the CRM, reschedule itself, escalate, or decide this is not a moment to write.
  • It is also the campaign channel. WhatsApp campaigns run with segments, consent, suppression, receipts and attribution, over the same contacts the agent is already talking to.

Live

See it working

The answer is built from your data

Catalog

$30,375 · 14 in stock

Knowledge

Free delivery in León

Calendar

Thursday 10:30 open

We do: 1.5-ton inverter mini-split, $30,375 each with 14 in stock. Delivery in León is included and I can book the install Thursday at 10:30.

Verified against your data

The answer is built from your data, never invented.

Collects and invoices on its own

Payment confirmed

Invoice_A241.pdf

CFDI 4.0 invoice issued and sent

Eva collects payment and invoices inside the conversation.

Books in your real availability

Mon

Tue

Wed

Thu

Visit confirmed 10:30

Fri

Reminder scheduled for the customer

Eva books the appointment straight into your calendar.

What you need to connect it

  • The WhatsApp channel connected to your Eva account, with the agent published rather than left in draft.
  • A catalog loaded by file or connected through an API, with the fields you want customers to see marked visible.
  • Your commercial rules written down: what to ask before quoting, which conditions travel with a price, and when a conversation has to reach a person.
  • A pipeline linked to the agent if you want conversations recorded as CRM opportunities.
  • Approved templates if you want Eva to reopen conversations outside the window or send campaigns.

The channel's rules

  • Outside the conversation window an approved template is required. Without one the message is parked, skipped or waits for a person, depending on the case.
  • Eva answers from your catalog and your knowledge base. Search returns up to twenty-five candidates and the detail lookup only returns fields marked visible.
  • API-connected sources sync every twenty-four hours and file sources refresh when you upload them again; minute-by-minute stock requires a live lookup exposed from your own system.
  • Eva Pay creates SPEI bank-transfer links in Mexican pesos, does not take cards, and does not send a WhatsApp confirmation on its own when a payment clears.
  • A follow-up sequence takes up to five steps and each delay can reach one hundred and eighty days. Writing an opportunity off as lost is never a fixed automation: the agent or a person decides it.
  • When somebody on your team takes over, Eva goes silent until control is handed back and pending work freezes.
  • Eva only does what an enabled tool lets it do: a tool left off is a capability that agent does not have.
  • Campaign attribution uses a seven-day window.
  • WhatsApp being the most complete channel is not proof of parity: what Eva does here is not guaranteed identically on every other channel.
+4×

online sales in six months

Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.

Read the full story

Put Eva to work.

Send us a WhatsApp enquiry you answered this week and we will show you how Eva would have handled it with your catalog and your rules.

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