Tool

Is your account ready for an agent?

What has to be in order on the account side before connecting anything: the number, the account type, who administers it, what verification you have. Check what is already sorted and the score says what is left to close before starting.

Mark what you've already sorted out.

I have a Meta Business portfolio under my company's name (+2)I have administrator access to that portfolio (+2)I decided which number to use (the current one or a new one) (+2)I know which app features I use today and which ones I depend on keeping (+1)I have the ten most frequent questions written down (+1)I know which systems the agent has to look up (+2)I defined when the conversation goes to a person (+1)I have at least one approved template for follow-ups (+1)

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Start with the account

Before talking about agents, it's worth sorting out the Meta portfolio, the access and the number. It's one or two days of work.

This object is the interactive half of an article: How to get your WhatsApp account ready for an AI agent and connect it with StudioChat

Is your account ready for an agent?

Start with the account

The playbook already exists. We multiply it.