Agent Configuration
Create and configure AI agents for your stores. Customize personality, link stores, and assign WhatsApp numbers.
Creating an Agent
Agents are created from your store's Agents tab. Each agent needs a WhatsApp number and must be linked to a store.
Navigate to Agents
Go to your store's dashboard and click the Agents tab.
Create New Agent
Click "Create Agent" and fill in the basic information:
Agent Name— Internal name for identification (e.g., "English Support Agent")
Description— Optional description of the agent's purpose
Assign WhatsApp Number
Select a WhatsApp number from your connected numbers. Each number can only be assigned to one agent.
Don't have a WhatsApp number? Connect one first from WhatsApp Connection.
Link to Store
The agent is automatically linked to the store you're creating it from. You can change the linked store later.
Agent Settings
Personality & Tone
Define how your agent communicates with customers. This affects word choice, formality, and overall style.
System Instructions
Custom instructions that guide the agent's behavior. Use this for store-specific rules.
Examples:
- • "Always ask about dietary restrictions before recommending food"
- • "Upsell matching accessories when customers buy electronics"
- • "Mention our free shipping on orders over $50"
- • "Don't discuss competitor products"
Greeting Message
The first message sent when a customer starts a new conversation. Leave blank to let the agent generate a natural greeting.
WhatsApp Number
Number Assignment
Each agent must have a unique WhatsApp number. The number is what customers message to reach your agent.
Connection Status
Monitor your agent's WhatsApp connection status:
Store Linking
What Gets Linked
When an agent is linked to a store, it has access to:
- Product Catalog — All products, variants, and pricing
- Store Information — Name, description, address, hours
- Knowledge Base — FAQ articles and policies
- Collections — Product groupings for recommendations
- Checkout Flow — Payment and fulfillment settings
Changing Linked Store
You can change which store an agent is linked to at any time. The agent will immediately start using the new store's catalog and settings. Active conversations will continue but will reference the new store.
Agent Limits
Business Portfolio Limits
The number of agents you can create is limited by your Meta Business Portfolio. This limit depends on your verification status and messaging quality.
Check your limit: View your current agent count and limit in the Agents tab header.
Best Practices
Use Descriptive Names
Name agents by their purpose: "English Sales Agent", "Spanish Support", "VIP Customers"
Keep Instructions Specific
Vague instructions like "be helpful" are less effective than specific ones like "always offer to check if items are in stock"
Test Before Going Live
Send test messages to your agent to verify it responds correctly before sharing the number with customers.