How it works
From your catalog to your first customer served, with a guided wizard.
A wizard walks you through setup: what you sell, how you deliver, which model the agent uses and how it talks. Your progress is saved at every step, and nothing goes live until you publish it.
- It only asks for the details your flow needs
- Optional sections can wait until later
- The agent is created as a draft; you decide when to publish
Step by step
How your agent gets ready
Six steps, in the order the wizard takes them.
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01 What you sell
Choose the agent's job
You say whether you sell products, services or both. For products, you choose how customers receive them; for services, you later define what the customer should accomplish with each one: book, get a quote, buy or talk to your team.
How workflows work -
02 Operations
Fill in only what your flow needs
Locations with an address if there's pickup, a rate if there's shipping, the account you get paid into and your business information. If those details already exist in Interlinked AI, the wizard brings them in so you only confirm them.
- No step asks for details your flow doesn't use
- What already exists arrives prefilled
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03 Model and voice
Choose the model and how your agent talks
You use the recommended model or compare the ones your plan offers; each uses AI credits at its own rate. Then you set the tone, the reply length, emojis and the greeting.
- Up to 3 tone styles plus your own instructions
- The model changes immediately, without publishing
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04 Catalog and channels
Upload your catalog and connect your channels
You import your products from Excel or CSV and review the import before confirming it, or create your services with the guided editor. Then you connect WhatsApp through Meta's official connection, Instagram and Messenger, and invite your team.
- You keep using the WhatsApp Business app on your number
- Your chat history is imported when you connect
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05 Review and publish
Review, set the rules and publish
The wizard creates your agent as a draft. You review its channels, workflow and model, choose which actions need your approval, then publish and activate it when you're ready. Before publishing, you can review and discard pending changes.
- A readiness check before activating
- Reminders, orders and appointments: automatic or with approval
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06 Live
The agent answers, and your team steps in when they want
With the agent active, every conversation lands in the inbox. The agent replies with your data; if someone on your team takes control from the inbox, the AI pauses in that conversation until it's handed back; if they reply from the app, it steps away for 15 minutes.
- Pause the AI in one conversation or across your business
- An email when a customer asks for a person
Example Supplements Business account
In every message
The same rules, in every conversation
When a message arrives, the agent reads the conversation and your business information, and at each step of your workflow it only has that step's tools. Prices, stock and payment links come from your system, and every action that writes data passes a rules check before it runs.
Agent control- Tools limited per workflow step
- Prices and payment links always from your catalog and Stripe
- A rules check before every action
Before you start
Good to know
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Do I need to know how to code?
No. Everything is set up from the panel with the wizard.
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How long does setup take?
It depends on your catalog and channels. Your progress is saved at every step, so you can work through it in parts.
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Can I change the setup later?
Yes. Workflow, voice and the agent's information are edited in a draft and published. Channels, abilities, rules and model apply immediately.
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What do I need to connect WhatsApp?
A number that can receive the verification code, and access to your business's Meta account and business portfolio. You connect it from the panel through Meta's official signup.
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Can I have more than one agent?
Yes, depending on your plan: 1 on Free and Starter, 3 on Pro and 10 on Ultra, with one agent per channel.
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Will you help me set it up?
Yes. In a 20-minute call we set it up with you.
Questions about how it works
- How does an AI agent for WhatsApp work?
- It reads each message with your business information, answers with your catalog and services, and moves the order, payment or appointment forward according to your workflow. Your team can take over the conversation whenever they want.
- How do I connect WhatsApp Business to Interlinked AI?
- From the panel, through Meta's official signup. You can keep using the WhatsApp Business app on the same number.
- What happens to my existing WhatsApp chats?
- When you connect, your chat history and contacts are imported into the inbox once, with the progress shown.
- Does the agent reply as soon as I create it?
- No. It's created as a draft and starts replying when you publish and activate it.
- What are AI credits?
- The unit your plan's usage is measured in. One reply can use more than one credit, depending on the model and the size of the conversation.
- Is there a free plan?
- Yes. It includes 1 agent, 1,000 AI credits a month and 1 seat, so you can try the full flow.
Start today
Set it up with us
In a 20-minute call we set up your agent with you, step by step.