Sales · Library course

Answer Customers on WhatsApp and Messenger With an AI Agent

Set up an AI agent on WhatsApp or Messenger that answers from your own facts, collects booking details, books the slot and hands every other chat to a named person.

  • Beginner
  • 15 lessons
  • 34 min to complete
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7-day preview, no card needed. The course is in the library the day your academy goes live.

Sales

What it covers

What your people will learn.

  • Sales

Customers who message a local business at nine in the evening usually want a price, a time or a yes before they ask someone else.

Meta now offers an AI agent inside the WhatsApp Business app and Meta Business Suite, and partner tools offer the same on the WhatsApp Business Platform. Switched on with no preparation, an agent answers from whatever it can find and fills the gaps with guesses about prices and promises the business never made.

This course sets one up on your own business, in order of risk. You give it your facts and a list of topics it always hands over, choose the details it collects, and connect booking so it never offers a time it cannot see. Then you name the person who picks up handed-over chats, launch in learning mode before it replies to anyone, and review a week of chats in a quarter of an hour.

You walk away with a working chat agent on WhatsApp or Messenger, a written hand-over list, booking by calendar or link, a person on duty for every handoff, and a weekly review that keeps its answers right.

Who it's for

Owners of local businesses: salons, studios, trades, cleaners and repair shops whose customers already message them.

Receptionists and office managers: the person who answers the chats today and will pick up the ones the agent hands over.

Small service teams: two or three people sharing one business number who need every chat answered, booked or handed on.

The lessons

15 lessons, in order.

About 34 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.

  1. What a Chat Agent Is For2 min
  2. Choose Your Route2 min
  3. Teach It Your Facts2 min
  4. Set Up the Salon's Agent4 min
  5. Set Up Your Agent and Its Facts2 min
  6. Ask for What the Booking Needs2 min
  7. Book Without Double-Booking2 min
  8. Hand Over Before It Guesses2 min
  9. Explain the Handoff to Your Receptionist3 min
  10. Set Up Booking and the Handoff2 min
  11. Launch It in Steps2 min
  12. Review the Chats Every Week2 min
  13. Monday's Chat Review4 min
  14. Run Your Agent for Two Weeks2 min
  15. Review Your Finished Chat Agent1 min

In your academy

A starting point, not a rental.

A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.

  1. 1

    One click

    Add it to your academy

    Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.

  2. 2

    Your brand

    Rebrand it, edit it

    It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.

  3. 3

    Practice

    Practice and the tutor come with it

    Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.

On the same shelf

More from Sales.

Other Sales courses your academy opens with. The library holds 150+ across eight tracks.

Explore the library

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