Use a WhatsApp chatbot that knows when a person should take over.

Connect the bot to approved knowledge, customer records and assignment rules so every automated conversation has a useful outcome and a visible human owner.

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Use a WhatsApp chatbot that knows when a person should take over.

From an answer to an actual next step

See what a useful WhatsApp AI agent actually does

A WhatsApp AI agent helps customers get answers from your business information, asks useful questions and prepares the next step for your team. In DripTell, that work stays connected to the conversation and customer record. It is not permission to invent an answer, approve an exception or promise that a task is complete.

Meta Business Agent

What Meta Business Agent brings to WhatsApp

Meta Business Agent is Meta’s built in AI option for eligible businesses using the WhatsApp Business app. Meta describes answers based on business information, product recommendations, customer detail collection and human takeover controls.

Availability is limited to eligible businesses in select markets. Features can vary. Check your app and Meta’s current guidance before planning a launch.

Read Meta’s product and eligibility guidance

Source checked 25 October 2026

Check access in your app
Open Tools in the WhatsApp Business app and look for Meta Business Agent. Follow the account linking and confirmation steps if it is available.
Prepare the information it should use
Review your business content, website and catalog. Add current product details and instructions, including subjects that should go to a person.
Test before you turn it on
Try customer questions, correct weak answers and check the audience and handoff settings. Keep reviewing replies as your business information changes.

Choose the setup around the work you need

Start with the Business app

If Meta’s agent is available to you and your main need is help with routine enquiries, test it against your own questions before adding another tool.

Review Meta’s option

Plan a shared team workflow

Evaluate DripTell when your brief includes a shared inbox, named ownership, customer records and a handoff between people. Ask us to demonstrate the exact AI and integration work your team needs.

Discuss a DripTell workflow

Published by Meta

What Meta’s published customer stories show

These are customer stories published by Meta about Meta Business Agent. Results are self reported, not independently verified here, and do not establish what DripTell or another business will achieve.

Mexico · Ad enquiries

Guitarras David Alcántara

Answer guitar questions while the owner teaches

Meta’s story describes a guitar maker and instructor who trained his agent to answer recurring guitar purchase questions from people arriving through ads. In one campaign, he reported 400 enquiries, with 60% answered by Meta Business Agent.

A narrow product question set gives the agent a clear first job. Those figures describe answered enquiries, not sales or profit.

Read Guitarras David Alcántara on Meta’s website

Mexico · Product questions

Albor Arte Mx

Let the owner join when a shopper is ready

In Meta’s published story, jewellery business owner Verónica Guevara uses the agent for common customer questions and takes over when someone is ready to buy. She estimates about 80% less time spent personally responding to customers.

The useful pattern is a defined buying handoff. The owner’s estimate is not a promised time saving for another business.

Read Albor Arte Mx on Meta’s website

Four jobs you could test in your business

Illustrative workflow ideas, not customer results or a list of features included in every AI product.

Retail

Help a shopper choose a product

Which size should I order, and how does delivery work?

Use the approved size guide and delivery policy to explain the options. Pass unusual fit questions to the team. Live stock and a confirmed order need a connected, reliable system.

Education

Give an adviser a useful course enquiry

Do you have an evening course for someone starting from zero?

Ask about the subject, experience and preferred schedule. Share approved course information, then send the brief to an adviser. A person confirms eligibility, places and enrolment.

Automotive

Prepare a service request before the call

Can I get a quote for servicing my car?

Collect the vehicle model, requested service and preferred date. The service adviser checks scope, price and workshop availability before confirming. The example does not diagnose a vehicle or book a slot.

Hospitality

Answer an arrival question accurately

Our flight lands late. What should we do about check in?

Explain the property’s approved arrival policy and collect the booking reference for reception. A confirmed late arrival arrangement must come from the property team or its connected reservation system.

Choose a conversation

Explore an example

Illustrative scenarios, not live AI, customer transcripts or product screenshots.

Example conversation

CustomerWe need maintenance for two offices. Can someone send a quote?

Example assistantWhich areas are the offices in, and when would you like the service to start?

CustomerBoth are in Dubai, and we need to start next month.

Turn an enquiry into useful sales context

Sales receives the locations, start date and original request. A person confirms the scope and quote.

Where the boundary stays

The agent collects the brief. It does not invent a price or claim the service is booked.

What you needYour service areas, qualifying questions and sales assignment rules.

Explore this with our team

A practical starting point

What to prepare before you connect

Tick what you already have. This is a local planning aid, not an eligibility check. Your choices are not submitted.

0 of 4 foundations prepared

Anything left unticked is a useful question to bring to your walkthrough.

A connected business numberConfirm the number can connect through the WhatsApp Business Platform, Meta’s service for connecting business messaging tools. Review an existing Business app number before changing it.Business information you trustPrepare current services, policies and answers. Give someone responsibility for keeping that information accurate.A small first jobChoose one task such as enquiry qualification or support intake. Decide what the agent may answer and what it must leave to a person.A team that can take overAgree on ownership and working hours. Test an unknown question, a request for a person and an unavailable system before launch.

Useful questions before you decide

How is an AI agent different from a button based chatbot?

A button based flow follows choices and rules you define. An AI agent can interpret a written question and draft an answer using your approved knowledge. They can work together. Use a predictable flow for required steps and let a person handle decisions that need authority.

What should I include in the cost?

Check the DripTell plan and its AI allowance, Meta messaging charges where applicable, and any connected system or setup work. These are different cost components. Do not assume a free account means unlimited AI replies or free outbound WhatsApp messages.

Check current plans Estimate messaging cost

Can it check orders or book appointments?

Only when the relevant system is connected and the workflow has permission to act. A chat reply alone is not proof of a lookup, booking or payment. Ask to see the actual system result and what the agent does if that action fails.

Bring one conversation you want to improve

We will review what AI can answer, what needs a connected system and where your team takes over.

Plan my WhatsApp workflow

The operating problem

A disconnected WhatsApp bot may answer the first question but leave sales or support without the transcript, customer record, ownership or promise made to the customer.

One customer record

Context ready for the next action

The customer need, previous conversation and next action stay attached.

The right owner can continue from here.

Next actionAssigned and ready

How the work should move

Define one job for the chatbot, connect approved knowledge, collect only the details that change the next action, update the customer record and transfer the conversation when confidence or authority is insufficient.

Answer from approved business knowledge

Keep bot and human replies in one history

Hand over with customer context and ownership

1UnderstandWorkflow

2DecideWorkflow

3ActWorkflow

4Hand overPerson

What the team can verify

Review supported answer quality, completed qualification, escalation reasons, time to human ownership and whether the customer reached the intended sales or service outcome.

Journey outcome

Reply to action

Live

SentDeliveredRepliedActioned

Where human judgment stays in control

Keep pricing commitments, complaints, sensitive decisions, exceptions and uncertain answers with a person. The bot needs explicit fallback rules and must never hide that a handoff is required.

Customer activity

Synced

Conversation understood09:41

Customer record updated09:44

Owner receives next action09:47

Questions teams ask before they connect the workflow.

What does this workflow help a team achieve?

Connect the bot to approved knowledge, customer records and assignment rules so every automated conversation has a useful outcome and a visible human owner.

Which customer channels can be involved?

The workflow can use the DripTell channels enabled for the workspace, including WhatsApp, Instagram, Messenger, Telegram, TikTok, Snapchat, SMS, Web Chat and AI Calls. The original channel remains visible.

Can a person take over from automation or AI?

Yes. Teams can define assignment and handoff conditions so a person receives the conversation with the customer record, transcript, collected details and previous actions intact.

How should this be measured?