Setup and Details
This guide walks you through the complete process of creating, training, and deploying your AI Knowledge Base Agent on WhatsApp.Overview
AI Agents by Eazybe enable businesses to build intelligent, automated agents that operate directly on WhatsApp, trained using your own business data. These agents are designed to:- Handle customer conversations automatically
- Assist in sales and support workflows
- Learn from your existing knowledge and chat history
- Deliver human-like responses based on real interactions
This feature represents the foundation of advanced AI agents. Businesses can later unlock deeper personalization, CRM integrations, and fully customized automation systems.
What Makes This Powerful
Unlike traditional chatbots, Eazybe AI Agents are:Context-Aware
They learn from:- Your website or knowledge base
- Your actual WhatsApp conversations
WhatsApp-Native
- Built specifically for WhatsApp communication
- No need for external chat tools
- Direct integration with your existing workflow
Fast to Launch
- Create → Train → Deploy in under 5 minutes
Continuously Scalable
- Start simple
- Upgrade to fully customized agents with deeper integrations
Common Use Cases
Limitations (Initial Version)
This is an early version with the following considerations:
- Limited deep customization (available in advanced version)
- Performance depends on quality of training data
- Requires WhatsApp API number for deployment
Step-by-Step: Create Your AI Agent
Follow these steps to set up and deploy your AI Knowledge Base Agent:Access AI Agents
Navigate to the AI Agents section in your dashboard and click on Create another agent or Add Agent.
Add Knowledge Source
Choose one of the following methods to train your agent:
- Website URL – Enter your website URL to scrape content
- Upload Knowledge Base – Upload documents (PDF, DOCX, TXT, CSV)
- Connect Existing Knowledge Base – Link to your current resources
Select Use Case
Choose the primary purpose of your agent:
- Customer Support (CS) – Handles queries, complaints, FAQs
- Sales Agent – Converts leads, shares product info, follows up
Sync WhatsApp Chats (Most Important)
Enable Sync WhatsApp Chats to allow the agent to learn from your historical conversations. This is a critical step that enables the agent to:
- Learn real customer tone
- Understand frequently asked questions
- Replicate your team’s communication style
Configure AI Model
Click on AI Brain and select your AI agent model. Choose the appropriate model based on your requirements and expected conversation volume.
Select Agent Type
Confirm the role of your agent:
- Customer Support (CS) – Handles queries, complaints, FAQs
- Sales Agent – Converts leads, shares product info, follows up
Select Deployment Number
Choose the WhatsApp number you want to deploy the AI agent on. This should be a connected WhatsApp Business API (WABA) number.
Customize System Instructions
Edit the System Instructions based on your specific use cases. This defines how the agent behaves and responds to customer queries.
Finalize Training
Confirm your selected data sources and click Launch Agent. The system will automatically train your agent.
Test in Playground
Click on Playground to interact with your agent before going live. Use this opportunity to:
- Validate response quality
- Test edge cases
- Make adjustments to system instructions if needed
After Deployment
Once deployed:Live Operation
Your AI agent is now active and will respond to customer messages on the selected WhatsApp number.
Advanced Custom AI Agents
For businesses needing deeper customization, we offer fully tailored AI agents:Advanced custom agents include:
- Built using your CRM data
- Customized to your specific workflows
- Designed with your leadership team
- Delivered within 4 weeks
