WapifyDocs

AI Agent overview

An assistant that answers your customers by itself, 24/7, on WhatsApp, Messenger and Instagram — in your voice, by your rules — and hands chats to your team when a person is needed.

Your AI Agent On

Answering every new chat on WhatsApp, Messenger, Instagram.

Replies, last 7 days38
Handed to your team6
Orders taken3
Waiting for a person now1

A customer replies "HM?" to a story at 9pm. The agent answers with the price first, then sends the product as a card. Everything it writes is marked ✨ AI Agent in your Inbox.

AIEvery plan can set the AI Agent up, try it in the test chat and see what it would reply in up to 100 Inbox chats a month. The AI plan lets it answer your customers.

The AI Agent answers your customers by itself, day and night, on WhatsApp, Messenger and Instagram. It writes the way your team writes, follows your rules, and answers from what you've told it about your store and from your live Shopify catalogue. When a chat needs a person, it marks the chat Human needed in your Inbox and stays out of it.

What it does

  • Answers questions — prices, sizes, stock, delivery times and fees, exchanges, how to order — from your store's information and your products as they are right now.
  • Sends products as cards under its message, with the photo, the price and a button to your store. A short "HM?", "price?" or "بكام؟" under a post, reel or story is answered price first. See Products, orders & waitlist.
  • Takes orders in the chat, if you let it: it collects the details, sends the customer a summary to confirm, then hands the order to your team or creates it in Shopify.
  • Puts customers on the waitlist when what they want is sold out and they say yes to a message when it's back.
  • Hands chats to your team when a person is needed — a damaged parcel, a refund, an angry customer, or anything it can't answer from what it knows. See Hand-overs & follow-ups.
  • Follows up once when a customer goes quiet after asking about a product, inside WhatsApp's 24-hour reply window.

The AI Agent is separate from AI in the Inbox. Reply suggestions, triage and order matching help you write and never send anything. The AI Agent writes to customers itself — but only once you switch it on.

What it never does

  • It never makes up a fact. No invented price, size, stock, delivery time or fee, discount, policy, phone number or link. If the answer isn't in what it knows, it hands the chat to your team instead of guessing.
  • It never says something was done when it wasn't — an order cancelled or changed, a refund issued, a parcel sent.
  • It never pretends to be a person. Asked whether they're talking to a bot, it says it's your store's AI assistant, and that a person can take over.
  • It never talks over your team. When someone on your team replies in a chat, it steps back there.
  • It never answers what your automations own — button taps, STOP, or a typed confirm or cancel to a COD confirmation that's waiting for an answer.

Where it answers

On every channel you've connected — WhatsApp, Messenger and Instagram, all ticked by default under Rules → Channels. Untick a channel and your team answers it alone.

It answers what customers write or send to be read: text, photos, voice notes, videos, files, and posts, reels and stories they share or reply to. It answers new messages, inside WhatsApp's and Meta's 24-hour reply window — switching it on doesn't go back and answer chats that were already waiting.

In your Inbox

Everything the agent does is visible in the same Inbox your team works in.

SASara Ahmed Human neededThe dress arrived with a torn seam
NMNour M. ✨ AI handledEGP 1,450, and it's in stock in S, M and L…
OKOmar Khaled ✨ AI will follow upDo you have it in black?

Human needed sits next to the name and outranks every other badge. The agent's other marks show what it's doing in that chat.

✨ AI AgentOn every message it wrote, in the thread — so nobody mistakes its words for your team's.
Human neededIt handed the chat to your team. The chat says why, with a Hand back to AI button.
✨ AI handledIts message is the newest in the chat.
✨ AI will follow upIt answered, and will send one follow-up if the customer goes quiet.
✨ AI replies 14:30Your team replied earlier, the customer wrote again, and it will answer them at that time if nobody does first.

Setting it up

Open AI Agent in Wapify's menu. Until it's on, the top card walks you through three steps, ticking each one off as you go.

  1. Give it your store's information

    Press Read my store. It reads your website and your shipping rates; add files and notes for anything else. Products are always read live — no need to add them. See Knowledge & voice.

  2. Teach it how you write

    Press Learn from my replies. It reads the replies your team sent in the Inbox and describes your voice, for you to correct.

  3. Try it in the test chat

    Write as a customer would. Nothing is sent. Then try it from your own phone with a test number. See Test it and switch it on.

  4. Switch it on

    The switch on the Your AI Agent card. You can let it answer a quarter or half of your chats first, then every chat.

The AI Agent page

The page carries a Beta badge. Its settings are in four tabs, with the test chat beside them on a wide screen (on a narrow one, it's a fifth tab):

KnowledgeYour website, files, notes, and What it understood — the summary of your business it reads before every answer.
Tone of voiceHow it writes, the reply language, who your customers are, example replies, brand rules and the name it introduces itself with.
RulesWhen your team is in the chat, what it hands to your team, orders and the waitlist, follow-ups, and channels.
ActivityWhat it did — its last 40 actions, each with the customer, the channel, its message and an Open chat link.

Changes on the Knowledge, Tone of voice and Rules tabs are saved with the save bar. The on/off switch, Who it answers and test numbers save the moment you change them.

What it did

The Activity tab lists every step, newest first, each with a badge:

BadgeWhat happened
RepliedIt answered the customer.
Stepped in for your teamYour team had replied, the customer was left waiting, and it answered them.
Human neededIt handed the chat to your team.
Followed upIt sent its one follow-up to a customer who went quiet.
Stayed quietThere was nothing to say — a "thanks 👍", say — or the question was one your team is already handling.
Couldn't answerThe AI was busy, or its message failed to send. It leaves the chat for your team.
Added to waitlistIt put the customer on a sold-out product's back-in-stock list.
Order summary sentIt sent the customer their order to confirm.
Order ready for youThe customer confirmed, and the order is with your team to create.
Order createdIt created the order in Shopify.

Above the tabs, once it has done anything, four numbers: Replies, last 7 days (including the times it stepped in), Handed to your team and Orders taken over the same week, and Waiting for a person now — the Human needed chats nobody has solved yet, with an Open Inbox link.

Plans

Setting it up, the test chat and Preview mode are open on every plan, with previews in up to 100 Inbox chats a month. Answering anyone for real, your own test numbers included, is part of the AI plan: on other plans those modes are locked.

If you move off the AI plan with it on, it pauses — "Paused — answering customers needs the AI plan." Nothing you set up is lost, and you can still switch it off. See Plans & billing.

Read on