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Getting Started

Connect your WhatsApp account, choose your AI client, and run your first workflow with WhatsApp AI Assistant.

Before You Start

Make sure you have:

  • An active WhatsApp account
  • Access to WhatsApp AI Assistant
  • A supported AI client such as ChatGPT, Claude, or Cursor
  • Your phone available to scan the WhatsApp linking QR code
01

Connect Your WhatsApp Account

Click Start Chat from the navigation bar.

If you already have a linked account, sign in with your email and password.

To connect a new WhatsApp account, choose Link a New Account and scan the QR code using WhatsApp:

WhatsApp → Linked devices → Link a device → Scan the QR code

Once the connection is complete, your WhatsApp account is ready to use.

02

Choose Your AI Client

Connect your preferred AI client — ChatGPT, Claude, or Cursor — to your WhatsApp AI Assistant connection.

Each supported client uses the same underlying tool connection, so you can work with the AI client that best fits your workflow.

03

Run Your First Workflow

Start with a simple prompt, such as:

“List my unread WhatsApp chats.”

Or:

“Find 10 prospects matching [description] and draft an introduction for each.”

The assistant processes your request and prepares the relevant results or messages.

04

Review and Schedule

Review the generated messages before they are sent. Once you approve them, you can schedule the messages for a specific time.

For example:

“Schedule these for tomorrow at 9 AM, staggered.”

You can also check pending messages and cancel scheduled messages before they are dispatched.

05

Automate Repetitive Tasks

For tasks that happen regularly, create an automation rule instead of repeating the same instruction.

Examples include:

  • Automatically responding to common questions
  • Identifying urgent messages
  • Handling recurring communication workflows

For more advanced options, continue to the related documentation below.