Oct 10, 2023

Why Your Business Needs an AI-Powered Chatbot on WhatsApp: Guidelines to Get Started



Chatbot, WhatsApp, Artificial Intelligence

In an era where instant communication is not just appreciated but expected, businesses are constantly on the lookout for ways to foster better engagement with their clientele. Chatbots have become a pivotal solution in this domain because they can provide real-time, automated interactions. The infusion of Artificial Intelligence (AI) amplifies the effectiveness of chatbots by enabling them to provide more human-like and insightful interactions.

WhatsApp, with its ubiquitous presence across the globe, provides a fertile ground for businesses to connect with a broader audience. Its business-centric features offer a conducive environment for deploying chatbots, making it a preferred choice for many enterprises. 

Whether you are looking to improve your business’ customer service and engagement or provide personalized interactions, understanding the steps to create an intelligent chatbot on WhatsApp will equip you with a robust tool to achieve these goals. 

Why Your Business Needs a Chatbot on WhatsApp 

People across the globe exchange over 100 billion messages on WhatsApp every day. WhatsApp has more than 2 billion active users, and they spend, on average, 38 minutes daily on the app. 

WhatsApp is the most used social network in Latin America, with more than 92 percent of internet users accessing the messaging app. Brazil tops the list regarding WhatsApp usage, with more than 93.4 percent of its online population using the instant messaging app, followed by Chile, with 93.2 percent. Based on a study, the WhatsApp user base in South America is estimated to reach 275.56 million users by 2028. 

Even in regions like the US, where SMS traditionally dominated, WhatsApp has been carving out a significant presence in recent years, with over 68 million users in 2019 (projected to reach 85.8 million in 2023, according to Statista). 

For businesses aiming to foster a closer connection with their customers, engaging them on platforms they prefer and use daily is imperative. More often than not, WhatsApp stands out as that favored communication channel. 

Here’s an exploration of the compelling reasons why businesses are gravitating toward using chatbots on WhatsApp for customer engagement:

  1. High Demand: WhatsApp's user base is a testament to its global acceptance, making it a fertile ground for customer engagement.

  1. Broad Demographics: WhatsApp isn't just a millennial or Gen Z fad. 11 percent of users aged 65 and above in the US use WhatsApp, indicating a broad demographic reach.

  1. Automated Conversations: Chatbots can handle a variety of customer interactions automatically, responding to inquiries, providing information, and even processing transactions without human intervention. 

  1. 24/7 Availability: Chatbots can provide round-the-clock customer support, ensuring customers receive immediate responses regardless of the time of day.

  1. Personalized Interactions: With the ability to access and utilize customer data (while adhering to privacy regulations), chatbots can deliver personalized responses and offers, enhancing customer engagement.

  1. Scalable Customer Support: Employing chatbots on WhatsApp can significantly expedite response times while handling higher volumes of queries simultaneously, increasing customer satisfaction and retention. 

  1. Rich Media Support: WhatsApp supports a variety of media types, including text, images, videos, and documents. Chatbots can leverage this feature to provide rich, engaging interactions.

  1. User-Friendly Interface: WhatsApp’s familiar and straightforward interface makes it easy for users of all ages and tech-savviness levels to interact with chatbots,  reducing the friction commonly associated with new digital tools.

  1. Compliance and Security: WhatsApp provides end-to-end encryption, ensuring a secure environment for customer interactions. 

  1. Cost-effective: Transitioning customer communications to a chatbot can also bear financial fruits. It obviates the need for hefty investments in call centers and outdated Customer Relationship Management (CRM) systems.

     11. Higher Engagement: SMS has a higher open rate than Emails, 98% of SMS messages are read within 5 minutes of being sent. In most cases, customers will respond in as little as 90 seconds!

The convergence of WhatsApp’s widespread popularity, coupled with the intelligent and automated interaction facilitated by chatbots, presents a compelling case for businesses to adopt chatbots on WhatsApp. By doing so, they are not only meeting customers on their preferred communication channels but are also significantly enhancing the efficiency, responsiveness, and quality of customer engagement.

Setting Up Your WhatsApp Business Account 

Before getting to the good part (artificial intelligence), you first need to set up a WhatsApp Business Account. This specialized account type is designed to help businesses interact with customers more efficiently and professionally. Here’s how to go about it:

1. Download the WhatsApp Business app from the Google Play Store or Apple App Store and install it on your device.

2. Launch the app and follow the on-screen instructions to verify your business phone number.

3. Once verified, set up your business profile by providing essential details like business name, description, address, and contact information.

4. Customize your account settings to suit your business needs, such as setting up automated greetings, away messages, and quick replies for frequently asked questions.

5. If applicable, create a product catalog to showcase your products or services directly within the app.

Acquiring Necessary Permissions and API Access

To integrate a chatbot with WhatsApp, obtaining the necessary permissions and access to the WhatsApp Business API is crucial. This process ensures your chatbot operates within the guidelines set by WhatsApp and provides a seamless user experience. 

There are 2 ways to get API access:

1. Partner up with business solution providers.

If you’re new to this, you could begin by collaborating with a Business Solution Provider. Currently, there are 65 partners. You’ll need to contact the representative and apply for access to WhatsApp API. If you want to take things even further, integrating artificial intelligence to your chatbot or having custom integrations, partner up with a specialized AI-solutions provider instead. 

2. API self-request.

If you prefer working with WhatsApp directly, you can access WhatsApp API via WhatsApp Business Platform

– Make sure you meet the eligibility criteria as stated by WhatsApp.

– Upon approval, you’ll gain access to the WhatsApp Business API.

– Configure the API settings to match your business requirements and chatbot functionality. This may include setting up webhook URLs, message templates, and other configurations per your chatbot’s design.

– Adhere to WhatsApp's business policies and ensure your chatbot complies with data protection laws like GDPR. Inform users about data collection practices and obtain necessary consent.

– Before going live, thoroughly test the API integration to ensure your chatbot interacts with WhatsApp as intended and troubleshoot any issues.

– Maintain detailed documentation of the API configurations, permissions obtained, and other relevant records necessary for compliance and troubleshooting.

Integrating Artificial Intelligence (ChatGPT) to Your Chatbot

The next phase in your chatbot on WhatsApp journey unfolds - integrating Artificial Intelligence. This blend transforms your chatbot from a simple automated responder to a sophisticated, learning, and evolving entity capable of delivering enriched customer interactions. Here’s a step-by-step guide to accomplishing this integration:

1. Preparation

– Familiarize yourself with the OpenAI GPT-3/4 API documentation, and the WhatsApp Business API documentation. 

– Research WhatsApp’s hosting options and pick the one that fits your needs best. 

  • Cloud API: Hosted by Meta, allows you to implement WhatsApp Business APIs without the cost of hosting of your own servers and also allows you to more easily scale your business messaging.
  • On-Premises API: Your business can host the On-Premises API on your own servers.

– Sign up to  OpenAI and go to the API key page to get a secret key. You’ll will use this key to integrate GPT with your WhatsApp Business account. 

2. Development Environment Setup

– Install the necessary development tools such as Node.js, Python, or any other relevant programming environment.

– Setup a code repository for version control (e.g., Git).

3. Backend Development

– Set up a server to handle incoming messages from WhatsApp and to send requests to GPT-3/4. You can use frameworks like Express.js for Node or Flask for Python.

– Implement the logic to authenticate and communicate with the WhatsApp Business API and the OpenAI GPT-3/4 API.

– Create RESTful endpoints to receive webhooks from WhatsApp, and to send and receive requests to/from GPT-3/4.

4. WhatsApp - GPT Integration

– Configure your server to receive webhooks from WhatsApp for incoming messages.

– Set up webhooks in your WhatsApp Business API account to point to your server.

– Implement logic to parse incoming messages from WhatsApp, forward them to GPT-3/4, and format GPT-3/4 responses into WhatsApp-compatible message formats.

5. Training GPT-3/4 (if applicable)

– Collect and prepare a dataset for training if you plan on fine-tuning GPT-3/4 (subject to OpenAI's policies on fine-tuning).

– If OpenAI permits, fine-tune GPT-3/4 using your dataset to improve its performance on your domain-specific queries.

6. Testing, Debugging, and Optimization

– Create tests to simulate a variety of user inputs and ensure that your integration handles them correctly.

– Implement logging to track errors and monitor the system.

– Debug issues by examining logs, and improve the system by iteratively fixing bugs and optimizing performance.

7. Deployment

– Deploy your server to a production environment, ensuring it meets the necessary security, scalability, and reliability requirements.

– Set up monitoring to track system health, user interactions, and other key metrics.

– Establish a process for maintaining and updating your system as necessary, including handling updates to the WhatsApp and OpenAI APIs.

8. Documentation and Version Control

– Document your code, API integrations, and system architecture.

– Use version control to track changes and maintain a history of your codebase.

9. User Feedback and Iteration

– Collect user feedback to understand how well the chatbot is performing and to identify areas for improvement.

– Iterate on your chatbot by making necessary improvements, optimizing performance, and extending functionality based on feedback and analytics.

As your chatbot proves its efficacy, consider scaling up by expanding its functionality, integrating additional features, or deploying it on other platforms.

This integration project would need a coordinated effort, possibly involving a team of developers, to handle the various components including backend development, API integrations, machine learning expertise (for training GPT-3/4), and robust testing and debugging processes to ensure a reliable and user-friendly chatbot experience.

As a seasoned AI solutions provider, we can help you integrate AI into a chatbot on WhatsApp, ensuring it doesn’t only answer queries, but can also process more complex transactions like bookings, payments, receive, understand and respond to voice notes, and much more. 

As artificial intelligence evolves, so do the possibilities of the many integrations your chatbot could have. 

Book a free discovery call with one of our experts to discuss your business needs and expectations, so that we can help get you on the right track with a chatbot that not only answers but also evolves with every interaction. 


Integrating Artificial Intelligence with chatbots on messaging apps like WhatsApp represents a confluence of technology and communication, taking interactions from mere exchanges to insightful conversations, where each query is met with an intuitive, timely, and accurate response.

The benefits of investing in AI-powered chatbots are vast: providing customer support 24/7 while heavily reducing customer wait times and customer care costs (human capital); having a chatbot that’s able to understand and respond accurately to both text inputs and voice notes; increasing customer self-service rate, engagement and satisfaction; boosting sales and processing payments without leaving the chat; providing personalized attention and recommendations to users; and much more! 

As your AI solutions ally, we are prepared to handle the technical intricacies of integrating artificial intelligence to your chatbot, ensuring a smooth and successful deployment that will propel your business’ revenue, increase customer loyalty and satisfaction and resonate with your brand’s ethos. 

Ensuring your chatbot is powered by the best AI technology isn’t just an upgrade but a necessity. It's about staying ahead of the curve of technological advancements, and providing an interaction experience that’s not just satisfactory but delightful.

Get in touch with us for a free consultation!