WhatsApp chatbot

Answer customers on WhatsApp, day and night.

Reply to questions, share products and send order updates where your customers already message you. Steps AI connects your WhatsApp Business number to an AI agent that knows your business.

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  • Official WhatsApp Business API
  • Answers from your information
  • Your team can step in

What your agent does on WhatsApp.

The same agent can answer a question, help someone choose and keep them updated after they buy. Select a capability to view an illustrative demonstration.

Answer questions from your information

Your agent replies using your website, documents and FAQs, so customers get an answer without waiting for opening hours.

Your website
Business hoursInformation you provide
FAQs & documents
Your information, used in the reply
Example conversation
Are you open on Saturday?
Yes, we’re open on Saturday. How can we help?
Business hours
Start more conversations

Start more conversations on WhatsApp.

Give customers an easy way in, then let your agent take it from there.

Step 1 of 4

Reply to missed calls on WhatsApp.

When you miss a call, send the caller a WhatsApp message so the conversation can continue in the chat.

Missed call11:05 AM
+91 98xxx xxx12Call not answered
WhatsApp message sent“Sorry we missed your call…”

Sorry we missed your call. How can we help?

Has my order shipped?

Call turned into a chat
By industry

Stores, clinics, schools and property teams all answer customers where they already message.

What the agent didFound order #2087 in ShopifyChecked the carrier statusOpened a ticket for a damaged item
9:41
L
Lumen HomeBusiness account
Today
WhatsApp

Lumen Home

An example conversation for an ecommerce business. Your agent answers from your own information and tools.

See Steps AI for ecommerce
Setup

No code is needed. You can test your agent before customers see it.

  1. Connect through MetaConnect your WhatsApp Business number using the official API. The same Meta connection also covers Instagram and Messenger.
  2. Add your business informationPoint your agent at your website pages, documents and FAQs, and connect tools such as Shopify or a delivery partner.
  3. Test it, then switch it onTry a few questions yourself, adjust the answers, and turn the agent on when you are happy with it.
P
Priya NairUnified inbox · Live request
Needs a person

Can I speak to someone about a bulk order?

Of course. I have passed this to our team.

AAlex joined with the full history

Hi Priya, Alex here. How many pieces do you need?

Assigned to AlexAI replies paused
Human handoff

When a customer asks for a person, or the agent reaches something it should not handle, the chat moves to your unified inbox with the full history. Nobody has to repeat themselves.

  • Set a wait time and a fallback message
  • Email the right person when someone is needed
  • On Instagram, replying from the app pauses the AI

Good to know

  • How many conversations you can start each day follows WhatsApp's messaging tiers for your number.
  • Messages that start a conversation use templates, and Meta must approve each template first.
  • Order updates need Shopify and one of the supported delivery tools: Shiprocket, Delhivery, DTDC, iThink Logistics or WareIQ.
FAQ

Do I need the WhatsApp Business API?

Yes. Steps AI connects to your WhatsApp Business number through the official API, which you set up through Meta during onboarding.

What happens when the agent cannot answer?

It hands the conversation to your team. The customer stays in the same chat, and your team sees the full conversation in the shared inbox.

Can customers pay inside WhatsApp?

Your agent shares a checkout link from your store. Customers complete payment on your checkout page.

Does it work with Instagram and Messenger too?

Yes. One Meta connection covers WhatsApp, Instagram and Messenger, and the same agent can answer on all three.

See your agent answer on WhatsApp.

Book a demo and we will show you a WhatsApp conversation built around your own products and questions.