> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autonudge.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp assistant

> An assistant that answers your WhatsApp messages, drafts replies, or stays out of the way

People message you at ten at night, at the weekend, and while your team is on a call. The assistant answers them — in their language, using what you already know about them — or writes the reply and waits for you to press send.

It is not a chatbot menu. It reads the conversation and the contact's record, answers the question, and hands over to a person when the answer is not one it should be giving.

## One assistant per number

The number someone messages already says which desk they reached: a market, a language, an audience. So each **Cloud API number** gets its own assistant, with its own name and its own instructions.

That is what lets a Turkish line and a Malaysian line answer completely differently, and it is what lets you switch one on while the other stays off.

Find them under **Settings → Agents**. Every Cloud API number is listed whether or not it has an assistant yet.

<Note>
  The assistant runs on **Cloud API numbers only**, and the number has to be set to **two-way**. Personal numbers paired by QR are deliberately left alone: those are a rep's own line for warm one-to-one conversations, which is the last place an automatic reply belongs. A number that isn't two-way doesn't keep incoming messages, so there would be nothing for the assistant to read — the row tells you so and won't let you switch it on.
</Note>

## Off, Suggest, Live

Every assistant is in one of three states, set on its row or on its page.

* **Off** — nothing happens. This is where every number starts.
* **Suggest** — when a contact writes, a draft reply appears in the conversation, visible only to your team, with **Send** and **Discard**. Nothing goes out on its own.
* **Live** — it replies by itself, about fifteen seconds after the contact stops writing.

**Start on Suggest.** Read a week of drafts before you let anything reach a customer by itself. Suggest is useful on its own — a reply written and waiting is faster than one you have to think of — and the assistant's page shows what share of its drafts your team actually sent, which is the number that tells you whether it's ready.

<Tip>
  Editing a draft before you send it still counts as sent. What that percentage measures is whether the draft was worth having, not whether the wording was perfect.
</Tip>

## Writing its instructions

Click the assistant's name to open its page. **Instructions** is where you say how this desk answers: who it's talking to, what it should offer, what it must never say, and when to get a person involved.

Instructions do not save as you type. A half-written sentence would otherwise be live on the very next message a customer sends. The page says when you have unsaved work and offers **Save** or **Discard changes**.

A short brief that is specific beats a long one that is vague. The most useful lines are usually the refusals — the figures it may not quote, the promises it may not make.

## What it knows

You don't have to tell it who it's talking to. Before it writes anything it already has:

* **The contact's record** — their name, and the details on their card, in plain wording rather than raw values.
* **What your calls collected** — the answers your voice agents captured, plus a short summary of recent calls. A chat can pick up where a phone call left off.
* **The last ten messages** in the conversation.
* **What the business knows** — see below.

It deliberately does **not** see your internal notes, the contact's status, their emails, or full call transcripts. Those are how your team talks about someone, not how you talk to them.

<Note>
  Ten messages is short on purpose. The conversation is short-term memory; the contact's record is the long-term memory. A person picking up a chat scrolls back a screen, not a year.
</Note>

### What the business knows

Under the instructions is a shared list of facts: opening hours, parking, refund policy — the answers you give twenty times a week and that don't live in a field or a template.

It is **shared by every assistant**, so write it once rather than into each one's instructions. Don't retype things Nudge already holds, like a contact's own details: prose that repeats a record can contradict it, and the contradiction is invisible until someone is told the wrong thing.

Write it in whatever language you think in. The assistant replies in the customer's.

## Saved messages it can send

The assistant can send your saved messages — a price list, a booking link, a brochure — but only the ones you allow.

On a WhatsApp template, tick **The assistant can send this**. You can add one plain line saying when it applies, like *"send when they ask about opening times"*. That is guidance, not a keyword rule: "what time do you open" and "are you open Sundays" both land on it.

Nothing is offered by default, and that is the point. Most of a library is outreach copy, and one of those going out in the middle of a live conversation is exactly what this prevents.

## When it hands over

Sooner or later someone asks for something the assistant shouldn't answer — an exact figure, a commitment, or simply a person. **When it hands over** decides what happens next.

* **Keep answering** — it flags the conversation for your team, says so once, and carries on helping with everything else. Not being able to quote a price is no reason to stop answering the opening hours.
* **Stop replying** — it says a colleague will follow up and then goes quiet until someone hands it back. The right choice when half an answer is worse than none.

On **Keep answering**, a flagged conversation shows a line above the composer saying it needs a person, and when. It says it once — a conversation that announces a colleague on every message is the thing this is designed to avoid.

Either way, **a person typing in the conversation takes it over immediately.** No setting, no confirmation: the reply is the instruction.

## Changing it for one conversation

The setting on the number is a **default**. Any single conversation can disagree with it, from the strip above the message box: the same **Off / Suggest / Live**, for this chat only.

That covers the ordinary cases — a delicate conversation you want to write yourself on an otherwise live number, or one straightforward chat you're happy to let run while the rest are drafts.

To put a conversation back to normal, pick whatever the number itself is set to. There's no separate "back to default" button because there doesn't need to be: a conversation you never touched follows the number, including when you change it later, and one you set by hand keeps your choice.

## Introducing itself

**Introduce itself** is off by default. Switch it on and the first reply a contact ever gets opens with a line naming the assistant as a digital one.

Whatever you choose, it will never claim to be a person, and if a contact asks outright whether they're talking to a bot it says so plainly and carries on helping. That part isn't a setting.

<Note>
  Some markets and some industries expect the disclosure. If you're messaging people in the EU, or in a regulated field, turning it on is the safer read.
</Note>

## Trying it before anyone sees it

**Try it** on the assistant's page talks to the real assistant with your saved instructions. Nothing is sent and no contact is involved.

It answers "does this sound the way I want", which is the question you ask twenty times while writing a brief. It does not answer "will this handle my customers" — there's no contact record behind it. Suggest mode on real conversations answers that one.

## What it costs

Replies are charged by the AI provider you connected, per message, and it is small — fractions of a penny for a typical reply. **Recent replies** on the assistant's page shows every turn with its cost, and the month's total against your budget.

The budget is workspace-wide, because the bill is. It's checked before each reply, so the ceiling can be passed by at most one reply's worth rather than found out about afterwards.

<Warning>
  If the page says **spend not counted**, the model you've selected has no price on file, so the total isn't accumulating and your budget can't be reached. Pick a listed model, or treat the cap as off until it is.
</Warning>

## What it won't do

Worth knowing, because these are deliberate:

* **It never changes the contact's record.** If someone tells it something worth keeping, it acknowledges and carries on — your team reads the conversation and records it.
* **It answers at most ten times an hour per contact.** A loop can't run away with your budget or your customer's patience.
* **It waits about fifteen seconds** after the contact's last message, so three messages typed in a row get one answer to all of them rather than three replies to a question nobody finished asking.
* **It can't see attachments.** Sent a photo or a voice note, it says so and gets a person rather than guessing.
* **If the AI provider fails, the contact gets nothing** — never an error message from a system they didn't know was there. The conversation just stays unread and your team answers it.
* **Meta's 24-hour rule still applies.** The assistant answers people who have messaged you, so it is almost always inside the window — but a reply that lands outside it needs an approved template like any other. See [WhatsApp](/channels/whatsapp).

## Getting started

<Steps>
  <Step title="Connect an AI provider">
    **Settings → Connections**, then add an OpenAI or Anthropic key. Without one the assistant has nothing to think with.
  </Step>

  <Step title="Set the number to two-way">
    **Settings → WhatsApp**. Incoming messages have to be kept for the assistant to read them.
  </Step>

  <Step title="Name it and write the brief">
    **Settings → Agents → Set up**. Give it a name your customers would find natural, write its instructions, and save.
  </Step>

  <Step title="Put it on Suggest">
    Read the drafts for a week. Watch the share your team actually sends.
  </Step>

  <Step title="Go live on one number">
    When the drafts read the way you'd write them, switch that number to **Live** — one number, not all of them.
  </Step>
</Steps>
