How to Create WhatsApp Chatbot with AI Agents

February 25, 2025

Connecting WhatsApp with AI Agents makes it easier to chat with customers, answer questions instantly, and keep conversations flowing smoothly. Whether you’re using an existing WhatsApp Business account or setting up a new one, AI-powered automation helps you stay responsive and available 24/7. By integrating AI Agents, you can simplify communication, save time, and ensure customers always get the support they need — all while making interactions more engaging and hassle-free.

Integrating Your Existing WhatsApp Account with AI Agents

Creating a WhatsApp chatbot with your AI Agent is easy. Check out the steps below to see how it’s done:

  1. In Agent Builder, in the blue navigation bar at the top of the page, click on Publish.
  2. Click on WhatsApp in the menu on the left side of the page.
  3. Then, click on Login with Facebook and connect your Facebook account.
WhatsApp Section and Login with Facebook Button in AI Agent Jotform
  1. After connecting your Facebook account, fill in the following business information:
    • Business Portfolio — Choose a business portfolio from the list of those you’ve created.
    • Business Name — This field is automatically filled in and verified based on the business portfolio you selected.
    • Business Website or Profile Page — The system automatically applies and verifies this information from the business portfolio.
    • Country — The country is automatically detected and verified based on the business portfolio.
    • Add Address (Optional) — Enter your business address if you want to include it.
  2. Then, click on Next.
Fill in the Business Information of the WhatsApp and Click Next Button in AI Agent Jotform
  1. Now, set up the following options:
    • Choose a WhatsApp Business Account — Select an existing WhatsApp Business Account.
    • Create or Select a WhatsApp Business Profile — Choose a WhatsApp Business Profile.
  2. And then, click on Next.
Choose Existing Business Account and WhatsApp Business Profile in WhatsApp Business Account, and click on Next in AI Agent Jotform
  1. Now, click on Continue.
Continue Button in WhatsApp in AI Agent Jotform
  1. Here, you can optionally Add a payment method, then click Finish, and you’re all set.
Add Payment method and Finish Button in AI Agent Jotform

Setting Up a New WhatsApp Account with AI Agents

Setting up a new WhatsApp account with AI Agents is easy. Let’s do it:

  1. In Agent Builder, in the blue navigation bar at the top of the page, click on Publish.
  2. Click on WhatsApp in the menu on the left side of the page.
  3. Then, click on Login with Facebook to connect your Facebook account.
WhatsApp Section and Login with Facebook Button in AI Agent Jotform
  1. After connecting your Facebook account, fill in the following business information:
    • Business Portfolio — Choose a business portfolio from the list of those you’ve created.
    • Business Name — This field is automatically filled in and verified based on the business portfolio you selected.
    • Business Website or Profile Page — The system automatically applies and verifies this information from the business portfolio.
    • Country — The country is automatically detected and verified based on the business portfolio.
    • Add Address (Optional) — Enter your business address if you want to include it.
  2. And then, click on Next.
Fill in the Business Information of the WhatsApp and Click Next Button in AI Agent Jotform
  1. Now, set up the following options:
    • Create a WhatsApp Business Account — Set up a new WhatsApp Business Account.
    • Create a new WhatsApp Business Profile — Add a new profile for your WhatsApp Business Account.
  2. Then, click on Next.
Create Business Account and WhatsApp Business Profile in WhatsApp Business Account, and click on Next in AI Agent Jotform
  1. Next, enter the following details to set up your WhatsApp Business profile:
    • Category — Select the category that best describes your business.
    • WhatsApp Business Account Name — Enter the name of your WhatsApp Business Account.
    • WhatsApp Business Display Name — Choose the name customers will see when they interact with your business.
Create a WhatsApp Business Profile in WhatsApp Business Account in AI Agent Jotform
  1. Here, you can optionally click on Show More Options and set up the following:
    • Timezone — Choose the timezone that matches your business location.
    • Business Description — Provide a brief description of your business and its services.
    • Website — Add the link to your business website.
  2. Then, click on Next.
Create a WhatsApp Business Profile in AI Agent in Jotform
  1. Now, add your Phone Number and choose how you’d like to verify it:
    • Text Message — Receive a verification code via SMS to your phone number.
    • Phone Call — Get a verification code through an automated phone call.
  2. Then, click on Next.
Add Your Phone Number for WhatsApp in AI Agent Jotform

13. Enter your 6-digit code to verify your phone number and click on Next.

Verify Your Phone Number in WhatsApp AI Agent Jotform

14. Once verified, click on Continue.

Continue Button in AI Agent Jotform

15. Finally, you can optionally Add a payment method, then click Finish, and you’re all set.

Add payment method and Finish Button in AI Agent in Jotform

Managing Your WhatsApp Integration with AI Agents

Once you’ve completed your WhatsApp setup, you have several options for managing your link. You can remove it if no longer needed, copy it to share with customers or clients, or generate an embed code to seamlessly integrate WhatsApp into your website. This allows visitors to contact you instantly with just a click.

Removing a Connected WhatsApp Account

You can easily remove your WhatsApp account integration with your AI Agent. Here’s how:

  1. In Agent Builder, in the blue navigation bar at the top of the page, click on Publish.
  2. Click on WhatsApp in the menu on the left side of the page.
  3. Then, click on the Three Dots icon on the right side of your connected business number, and click on Remove.
Removing Connected WhatsApp Account in AI Agent in Jotform

That’s it. Your connected WhatsApp account will now be removed from your AI Agent, giving you the option to connect it again.

If you want to copy your WhatsApp link to easily share it with your users, it’s easy to do. Here’s how:

  1. In Agent Builder, in the blue navigation bar at the top of the page, click on Publish.
  2. Click on WhatsApp in the menu on the left side of the page.
  3. Then, hover your mouse over the Copy Link icon, and click on it.
Copy Link in WhatsApp in AI Agent Jotform

You’re all set. Your WhatsApp link has been copied to your system clipboard. You can now paste it on any social media platform or send it wherever you need to.

Embedding the WhatsApp Agent Button

It’s easy to add your WhatsApp Agent button to your website. Let’s do it:

  1. In Agent Builder, in the blue navigation bar at the top of the page, click on Publish.
  2. Click on WhatsApp in the menu on the left side of the page.
  3. Now, click on Copy Code at the bottom of the page, and then paste the code into the embed area on your webpage, and that’s it.
Copy Code of the Embed Code in AI Agent in Jotform
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