AI Receptionist
How to Set Up a WhatsApp AI Agent for Your Business
If your customers already message you on WhatsApp, an AI agent can handle the repetitive back and forth. Connect your AI to Carly Teams, create an agent, give it a phone number and turn on WhatsApp. Already have a business WhatsApp number? Use it, you don't need a new one. No number yet? Search the list and grab one, or ask your AI to get one. Then automate it, like sending every new lead a WhatsApp message when they submit your form. The video uses Claude, and ChatGPT, Meta Muse and Grok Bot work too. You never have to touch the website: you can do every step here by chatting with your AI.
Step by step
- 01
Connect your AI to Carly Teams
Tell Claude to connect to Carly Teams. Not connected yet? Claude gives you a button, and it's about a three-click setup. ChatGPT, Meta Muse and Grok Bot work too.
- 02
Create an agent and give it a number
Ask Claude to create an agent and give it a phone number.
- 03
Turn on WhatsApp
On the Carly website, go to Agents and open your agent. Scroll down to Text, press Turn on WhatsApp and walk through the pop-up.
- 04
Put in your number
Already have a business WhatsApp number? Use it. No number yet? Search the list and grab one, or ask your AI to get one.
- 05
Automate it
Copy this into your AI: "Every time a new lead submits our form, send them a WhatsApp message."
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."