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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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Automation and AI
Agents, flows and automated follow-up.
- Find automatic follow-up from an old linkThe old page redirects to Pipeline.
- Review AI agentsCheck each agent’s identity, state and shortcuts.
- Create an agent with the wizardGo through identity, behavior, knowledge and channel links.
- Generate instructions and FAQs from a briefUse business details to produce a draft you can review.
- Edit an agent’s name, description and typeAdjust its identity and stated purpose.
- Choose the provider and model that replyConfigure the actual response source in the AI Provider card.
- Save or replace an agent’s provider keyConfigure the agent credential on the server.
- Use a custom compatible providerEnter the authorized AI service the agent should use.
- Adjust temperature and token limitSet the generation options offered by the agent.
- Edit the agent’s instructionsDescribe its role, allowed facts and support boundaries.
- Configure the agent’s greetingSet an opening for the first eligible reply.
- Configure the fallback messageSet the alternative text for an empty response.
- Review human handoff settingsConfigure handoff text and understand the current toggle’s limit.
- Configure active hours and the offline messageSet the hours in which the agent should reply.
- Choose direct conversations, comments and private repliesSet the channels on which the agent may operate.
- Set the delay before an AI replyGroup nearby incoming messages before responding.
- Enable or disable an agentChange its overall state without deleting the record.
- Delete an agentRemove its record from the agent list.
- Link or unlink an agent instanceChoose the channels where the agent may operate.
- Test agent replies without messaging customersTalk to the agent in the simulation tab.
- Clear the test conversationStart another simulation without the tab’s previous context.
- Add a knowledge-base question and answerStore knowledge the agent can consult.
- Add a knowledge-base textStore information under a title and content.
- Understand the Document optionReview the current document-entry limitation.
- Generate knowledge suggestions from historyAnalyze previous support conversations before approving what the agent learns.
- Approve a knowledge suggestionInclude a learned answer only after checking its facts.
- Discard suggestions or delete knowledgeRemove content that should not inform the agent.
- Review agent sessionsView states and counters for recorded conversations.
- Review the Metrics tab and its current limitationUnderstand why indicators may not open correctly.
- Review connected AI subscriptionsCheck subscription credentials managed by the platform.
- Connect the Claude subscription using the requested tokenUse the administrative connection dialog.
- Connect a Grok subscription through browser approvalComplete approval for the authorized account.
- Connect z.AI using the return URLFinish authorization started from the dialog.
- Disconnect an AI subscriptionRemove a provider’s administrative connection.
- Select an automation channelChoose the social account before reviewing or editing flows.
- Create a social flowPrepare its trigger and steps before enabling replies.
- Edit and save a flowUpdate an existing flow’s name, triggers and steps.
- Enable or pause a social flowControl whether new conversations can enter the flow.
- Delete a social flowRemove a flow that will no longer be used.
- Add or remove flow triggersDefine which events can start the conversation.
- Filter a trigger by keywordsAdd the terms that should appear in the customer’s input.
- Limit comments to Instagram postsChoose all posts or only selected posts.
- Prepare a flow for the next postLink a comment trigger to the post published after activation.
- Configure story replies and understand the selection limitUse the trigger without assuming a restriction the screen cannot create.
- Start a flow from an entry referenceDistinguish an entry source by its reference value.
- Use direct-message, ad or live-comment triggersChoose the actual source of the received event.
- Add a flow messageWrite the text sent by the step.
- Include an image, video, audio clip or file in a stepUse a media URL with the corresponding type.
- Add reply buttons and their destinationsCreate choices that lead to different steps.
- Add buttons that open linksOffer URLs without creating a quick reply.
- Ask a question and store its answerCollect a value for later steps.
- Add a wait to a flowSet a pause before the next step.
- Create a condition with Yes and No pathsChoose the next step from a variable’s value.
- Add an AI step through an external endpointConnect a service that follows the flow contract.
- End automation with human supportStop the flow and optionally notify the customer.
- Remove a step and review branchesDelete a draft block without leaving choices pointing to a removed destination.
- Navigate the flow mapView paths and locate a block’s form.
- Arrange blocks visuallyImprove map readability without confusing position with execution.
- Connect button and condition outputs on the mapChoose branch destinations visually.
- Create a block from an output on the mapChoose a new step by dropping a connection onto empty space.
- Filter and refresh Sales InspectorReview suggestions for one number or all available numbers.
- Interpret Inspector indicatorsSeparate suggestions, applications and AI cost.
- Review a suggestion’s evidenceCheck the conversation before changing the pipeline.
- Apply a suggestion to the pipelineTurn a reviewed analysis into a real CRM change.
- Discard an Inspector suggestionRemove an unsuitable analysis from the decision queue.
- Review applied and discarded suggestionsCheck decisions recorded in Inspector.
- Enable or disable Inspector for a numberSave individual settings after linking the number to a pipeline.
- Choose Suggest or Act modeDecide whether analyses wait for review or may change the pipeline automatically.
- Adjust the Inspector confidence thresholdChoose the minimum used for automatic applications.
- Choose the Inspector provider and modelConfigure the analysis source for a number.
- Save, replace or remove an Inspector keyManage the number’s credential without exposing its saved value.
- Understand why a conversation has no suggestion yetCheck analysis requirements before concluding there is a failure.
- Choose an audit number and periodDefine which evaluations you want to review.
- Review the audit overviewRead scores and response times for the evaluated set.
- Interpret first reply, average reply and waitsUnderstand what the timings measure in conversation history.
- Review weekly score changesCompare averages for weeks containing evaluations.
- Review estimated audit costRead the estimate without treating it as an invoice.
- Review audits by assigneeCompare evaluations grouped by their recorded assignment.
- Sort and filter scored conversationsLocate recent evaluations or lower scores.
- Open evaluation detailsRead the full result and improvement points.
- Open the evaluated conversation in HubReview messages that provided the evaluation context.
- Re-evaluate a conversationRequest another evaluation of the available history.
- Enable or disable auditing for a numberChoose which numbers receive automatic evaluations.
- Configure the audit provider and modelChoose the source of evaluations for the number.
- Save or remove an audit keyPreserve, replace or delete the number’s credential.
- Add company criteria to the auditInclude real rules the AI should consider when scoring.
- Understand when conversations enter the auditCheck automatic evaluation requirements.
- Check why an agent did not replySeparate settings, message type and pauses for human support.
- Monitor warming rulesYou identify which rules are active and the available activity records.
- Start a warming ruleThe rule becomes active and may join groups and send messages according to mode and destinations.
- Choose a mode and understand which destinations may be usedThe mode guides destination types used by the scheduler.
- Specify number age and historyAge and history are used in defaults and internal rule progression.
- Set warming-message personalityPersonality guides AI generation or tone selection from the library.
- Configure AI for warming messagesThe rule attempts to generate content using available AI configuration.
- Review warming limits and daily hoursThe rule uses effectively saved limits and the São Paulo daily window.
- Understand warming automatic repliesYou distinguish scheduler sends from replies to incoming messages.
- Add, remove and review warming groupsThe warming-destination list is changed by the buttons used.
- Understand the Use system groups optionYou identify the actual scope of initial selection and mode-based replenishment.
- Understand Search groups before using itThe action may add destinations and perform real group joins.
- Update warming groups from WhatsAppThe warming list is synchronized with queried actual group membership.
- Understand Remove failures and search groupsCleanup removes failures and may add new warming destinations.
- Create an internal group among account numbersThe server requests group creation and registers it in the account's active-rule lists.
- Register warming contactsThe contact is added to or removed from the list used by the rule.
- Exclude phones from warming using the blacklistThe phone is excluded from warming private sends that check this list in the indicated scope.
- Pause, resume or stop warmingThe persisted rule status becomes paused, warming or stopped.
- Inspect warming-message historyYou inspect recent records returned for that rule.
- Hide numbers in the warming viewThe view masks numbers in components that apply this option.