> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# Create WhatsApp Agent

> Go live with AI WhatsApp — connect your business account, register a number, subscribe webhooks, and enable the AI.

Connect your WhatsApp Business account to OpenCX entirely from your [OpenCX dashboard](https://platform.open.cx).

## Prerequisites

<Warning>
  You need a **<Tooltip tip="A Meta-verified business identity in your business manager, required before connecting a WhatsApp Business account.">verified business portfolio</Tooltip>** (or a business website for verification) and **admin access** to your business manager before connecting.
</Warning>

* **Verified business portfolio** in your business manager.
* **Admin access** to the business manager that owns the WhatsApp account.

## What You Will Configure

1. **Connect account** — authorize OpenCX via <Tooltip tip="An authorization standard that lets you grant OpenCX access to your WhatsApp Business account without sharing credentials directly.">OAuth</Tooltip>.
2. **Register number** — select your business phone number in the dashboard.
3. **<Tooltip tip="Registers your number to receive inbound WhatsApp messages via real-time event delivery.">Subscribe webhooks</Tooltip>** — ensure message delivery is active.
4. **Enable AI** — toggle <Tooltip tip="Controls which conversations the AI auto-replies to. Configure per channel under Settings." cta="Autopilot settings" href="https://platform.open.cx/settings/autopilot">Autopilot</Tooltip> on for the number.

## Go Live

<Steps>
  <Step title="Open WhatsApp Channel Settings">
    Go to **[Channels → WhatsApp](https://platform.open.cx/channels/whatsapp)** in your dashboard.
  </Step>

  <Step title="Choose Your Connection Path">
    <Tabs>
      <Tab title="New number">
        Select **New number** and proceed to the OAuth step. No migration needed.
      </Tab>

      <Tab title="Migrate from consumer app">
        Select **Migrate from consumer app**. Before proceeding:

        * Close the WhatsApp consumer app on your phone.
        * Turn off **two-factor authentication** (2FA) for the number.

        <Warning>
          In-app chat history from the consumer app **cannot be transferred** and will be lost after migration.
        </Warning>
      </Tab>

      <Tab title="Migrate from another provider">
        Select **Migrate from another provider**. You may need to disconnect the number from your current provider first. Check your provider's migration guide.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Complete OAuth">
    Click **Connect** to open the authorization flow in a new tab. Grant OpenCX access to your WhatsApp Business account and select the number to register.
  </Step>

  <Step title="Register Your Number">
    Back in the dashboard, your number appears under **[Channels → WhatsApp](https://platform.open.cx/channels/whatsapp)**. Click the **Register** button next to the number to complete registration.
  </Step>

  <Step title="Subscribe To Webhooks">
    Click the **Subscribe to webhooks** button next to the number to enable message delivery. Without this, inbound messages will not arrive.
  </Step>

  <Step title="Enable AI For The Number">
    Toggle the **AI** switch on for the number. This is a per-number control — you can have multiple numbers with different AI settings.
  </Step>

  <Step title="Send A Test Message">
    Message your number from a real WhatsApp account. The message should appear in the [inbox](https://platform.open.cx/inbox). If **[Autopilot](https://platform.open.cx/settings/autopilot)** is enabled for WhatsApp, the AI will reply.
  </Step>
</Steps>

<Info>
  WhatsApp AI has **two layers of control**: org-level [Autopilot](https://platform.open.cx/settings/autopilot) (enables/disables AI for all WhatsApp numbers) and a **per-number toggle** on the [channel page](https://platform.open.cx/channels/whatsapp). Both must be on for the AI to reply.
</Info>

## Related Documentation

<CardGroup cols={2}>
  <Card title="Troubleshooting" icon="wrench" href="/whatsapp/troubleshooting">
    Missing replies, delivery failures, and error logs.
  </Card>

  <Card title="WhatsApp Flow" icon="route" href="/whatsapp/messaging-rules">
    Session matching, reply format, and outbound behavior.
  </Card>

  <Card title="Messaging Rules" icon="scale-balanced" href="/whatsapp/whatsapp-rules">
    24-hour reply window, templates, and CSAT.
  </Card>

  <Card title="Human Handoff" icon="user-group" href="/handoff/introduction">
    AI to human escalation — applies to WhatsApp sessions.
  </Card>
</CardGroup>