Start with one customer journey
Pick an enquiry you receive often: a product question, a booking request, or a campaign response. Write down what the customer needs to know and what a good next step looks like. This gives your first assistant a clear role.
Connect and verify the channel
Choose QR-linked WhatsApp or WhatsApp Business according to your setup. Connect the number, check its status, and send a test message from another phone. Confirm the conversation appears in the expected inbox.
Prepare a narrow knowledge base
Create a flow with a clear system prompt and business information. Add frequently needed facts to the Q&A index and test the search. Include a default route for messages that do not match a campaign keyword.
Practice the handover
Ask a teammate to open the conversation, pause AI, add a remark, and respond. Set inbox permissions so people can access the work they own. Only then expand the flow or add a follow-up sequence.
Start small enough to test the complete customer experience, including the human handover.