WhatsApp is where more than two billion people already message every day — and with Easy-Peasy.AI Agents your business can answer every one of those messages automatically, around the clock. This guide shows you how to connect your AI agent to a WhatsApp Business number in about two minutes. No Meta developer app, no access tokens, no webhook configuration: you log in with Facebook once, pick your number, and your agent starts replying.
What the WhatsApp Integration Does
The WhatsApp integration connects your Easy-Peasy.AI agent to a WhatsApp Business phone number. When a customer messages that number, your agent answers instantly with a reply generated from your own knowledge base — your website content, documents, FAQs and product information — in your agent’s voice.
- Answers 24/7. Questions get replies in seconds, in any time zone, without anyone on your team picking up a phone.
- Trained on your content. The same agent that powers your website chat widget now lives in WhatsApp, so answers stay consistent everywhere.
- Remembers the conversation. Each customer’s chat history is kept, so follow-up questions such as “and how much is shipping on that?” work naturally.
- Every chat in one place. WhatsApp conversations appear in your dashboard next to your website chats, ready to review or export.
- Captures leads. If your agent has lead capture or actions configured, they work on WhatsApp too.
Before You Start
You will need three things:
- An Easy-Peasy.AI agent with a knowledge base. If you haven’t built one yet, create an agent and add your website, documents or FAQs first — the quality of your WhatsApp answers comes straight from what you upload.
- A Facebook account. The connection runs through Meta’s official sign-up window. You do not need a Meta developer account, and you do not need to create an app.
- A phone number for your business. It must be able to receive an SMS or a phone call for verification, and it must not already be signed in to the regular WhatsApp app. A number you already use in the WhatsApp Business app is fine — see the second method below, which lets you keep using the app.
WhatsApp is available on paid plans. Meta also charges its own per-conversation fee for business messaging, billed to your Meta account separately from your Easy-Peasy.AI subscription.
Method 1: Connect in One Click (Recommended)
This is the fastest route and the one almost everyone should use. Meta handles the account creation, the phone verification and the technical setup; Easy-Peasy.AI registers the number and wires up the webhook for you.
Step 1: Open the WhatsApp channel
Open your agent, click Channels in the left sidebar, and find the WhatsApp card under “Messaging & voice”. Click Connect.
Step 2: Start the one-click connection
The WhatsApp Integration panel opens with a Connect in one click box. Click the green Continue with Facebook button.
Step 3: Choose how you want to connect
A small dialog offers two paths. Pick Continue with Facebook for a new number, or I already use the WhatsApp Business app if the number is already live in that app on a phone (covered in Method 2).
Step 4: Complete Meta’s sign-up window
A Meta popup opens on top of the page. In it you will:
- Log in with your Facebook account.
- Pick an existing business portfolio or create one — just your business name, your name and an email address.
- Create a WhatsApp Business account and profile (this is the name customers see).
- Add your phone number and enter the verification code Meta sends by SMS or call.
- Review the permissions and finish.
Keep the popup open until it closes on its own. Everything after that is automatic: Easy-Peasy.AI registers the number with WhatsApp, sets up the webhook so incoming messages reach your agent, and turns the channel on.
Step 5: Confirm and test
Back in the dashboard, the WhatsApp card now shows Connected and Enable integration is switched on. You will also see links to manage message templates, and to disconnect the number later.
Now send a WhatsApp message to your business number from a different phone. Your agent should reply within a few seconds. If it does, you’re live.
Method 2: Keep Using the WhatsApp Business App
Already running your business from the WhatsApp Business app and don’t want to give that up? Choose I already use the WhatsApp Business app in step 3. Meta calls this coexistence: the number stays in the app on your phone and works with the API, so your AI agent answers automatically while you can still open the app and reply by hand whenever you want. Your chat history stays intact.
A few requirements come from Meta for this option:
- The number must be on the WhatsApp Business app — not the regular WhatsApp app.
- It must have been in use on that app for at least 7 days, on the latest app version.
- The number must not already be added to a WhatsApp Business Account as an API number. If you tried the one-click route first and the number is now sitting in your account, remove it in WhatsApp Manager (Phone numbers), wait a few minutes and try again.
- Coexistence isn’t available in every country. If the option fails for yours, use Method 1 with a separate number.
You will be asked to confirm the connection inside the WhatsApp Business app on your phone, so keep it nearby.
The 24-Hour Rule and Message Templates
This is WhatsApp’s rule, not ours, and it surprises most people setting up business messaging for the first time.
Your agent can reply freely to anyone within 24 hours of that person’s last message. That covers almost every support conversation: a customer asks, your agent answers, back and forth. Outside that window — for example if you want to start a conversation with someone who hasn’t messaged you — WhatsApp only allows an approved message template.
You can create and track templates from the same panel: click Manage templates, then New template. Meta reviews each one, usually within minutes to a few hours, and the status shows as pending or approved in the list.
Where Your WhatsApp Conversations Live
Every WhatsApp chat is saved in your agent’s dashboard. Go to Activity → Conversations and switch the source selector to WhatsApp to read full threads, check how your agent answered, and export them.
This is the fastest way to improve your agent: skim real questions, spot the ones it answered poorly, and add the missing information to your knowledge base.
Pausing, Disconnecting and Reconnecting
- Pause replies. Switch Enable integration off in the WhatsApp panel. Messages still arrive at your number, your agent simply stops answering — useful while you are updating your knowledge base.
- Disconnect the number. Click Disconnect. The number stays yours and stays in your Meta account; it just stops routing to this agent.
- Move a number to another agent. Disconnect it from the first agent, then run the one-click connection on the second one.
Advanced: Use Your Own Meta App
If your business already runs the WhatsApp Cloud API through its own Meta app, you can plug those credentials in instead. In the WhatsApp panel click Using your own Meta app? Enter credentials manually and fill in four fields:
- WhatsApp phone number ID — from WhatsApp → API Setup in your Meta app.
- Access token — a permanent system user token with the whatsapp_business_messaging and whatsapp_business_management permissions.
- Verify token — any string you choose; you will paste the same one into Meta.
- Webhook URL — shown in the form. Copy it into your Meta app under WhatsApp → Configuration, paste your verify token, and subscribe to the messages field.
Unless you have a specific reason to manage your own Meta app, the one-click route is faster and there is nothing to maintain.
Troubleshooting
“This number is still in use in the WhatsApp app on a phone”
The number is signed in to the regular WhatsApp app, and WhatsApp will not let the API take it over while that account exists. Either delete the WhatsApp account on the phone (WhatsApp → Settings → Account → Delete my account), wait a few minutes and reconnect — or, if the phone runs WhatsApp Business, use the “I already use the WhatsApp Business app” option instead and keep the app working.
The Business app option says the number is already on the account
Coexistence only works for a number that is not yet on your WhatsApp Business Account as an API number. Open WhatsApp Manager, remove the number under Phone numbers, wait a few minutes, then run the Business app flow again.
It asks for a two-step verification PIN
That number was registered somewhere before and already carries a PIN. Enter it when asked, or turn two-step verification off in WhatsApp Manager (Phone numbers → Settings → Two-step verification) and reconnect — then no PIN is needed.
The connection expired before I finished
Meta gives 14 days to finish registering a number after sign-up. If you started the flow a while ago and never completed it, simply run the connection again from the beginning.
My agent isn’t replying
Check three things, in order: Enable integration is switched on in the WhatsApp panel; the number shows as connected in your Meta WhatsApp Manager; and your message was plain text. Photos, voice notes and documents are not answered — the agent replies to text messages.
The card says an AI employee answers this number
One WhatsApp number can only have one responder at a time. If you also set up automatic WhatsApp replies for an AI employee on the same number, the employee answers and the agent stands down. Disable the employee’s automatic replies to hand the number back to your agent.
Frequently Asked Questions
Do I need a Meta developer account?
No. The one-click connection uses Meta’s official sign-up window, which creates everything you need behind the scenes. A developer account is only relevant if you choose the manual setup.
Can I use my existing business number?
Yes, in two cases. If it runs on the WhatsApp Business app, use the coexistence option and keep using the app. If it runs on regular WhatsApp, delete that WhatsApp account on the phone first, then connect — the number itself keeps working for calls and SMS.
Will my customers know it’s an AI?
That is up to you. The name and profile customers see come from your WhatsApp Business profile, and you control the tone through your agent’s instructions. Many businesses set a short greeting that makes it clear an assistant is answering and that a human can take over.
Can a human take over a conversation?
Yes. Switch Enable integration off to stop automatic replies, or, if you connected through the WhatsApp Business app, just answer from the app on your phone as usual.
Does it handle images and voice messages?
Your agent answers text messages. Media messages arrive at your number but are not answered automatically.
How much does it cost?
Your Easy-Peasy.AI plan covers the agent itself. Meta charges separately for business messaging on WhatsApp, priced per conversation and billed through your Meta account.
Put Your Agent on WhatsApp Today
Setting this up used to mean a Meta developer app, a system user, a permanent access token and a hand-configured webhook. Now it is a Facebook login and a phone number. Create your AI agent, train it on your own content, and let it answer WhatsApp messages while you get on with the rest of the business.
