Andy WhatsApp Channel Connection and Knowledge Base Setup (Onboarding)

Andy WhatsApp Channel Connection and Knowledge Base Setup (Onboarding)

1. 01

   Open the Andy admin panel and start the channel connection flow for the client's WhatsApp number

   Choose between QR code pairing for a quick test number or the official Meta API path when the client needs a production number that survives device changes. Confirm which number the client wants customers to message before you scan anything.

2. 02

   Link the client's Instagram professional account if direct message volume justifies it

   Instagram DM automation only works on professional accounts, so verify the account type first. Skip this step for clients whose inquiries arrive almost entirely on WhatsApp, since the Starter plan allows just 1 active channel.

3. 03

   Upload the client's website and business information to build the agent's knowledge base

   The Starter plan caps this at 500 website pages, Pro at 3,000, and Pro Max at 7,500. For a multi-location client, upload each location's service pages rather than one giant crawl so answers stay location-accurate.

4. 04

   Define the lead qualification questions Andy asks before recommending products

   Keep the sequence short enough to finish in one WhatsApp thread. Write the exact wording for each question and the branch logic for answers that disqualify a lead, so the agent does not improvise.

5. 05

   Connect Google Calendar and map appointment types to calendar slots

   Set buffer times between bookings and the client's actual opening hours. Test a booking that lands on a public holiday to confirm the calendar rules hold.

6. 06

   Configure Slack or email notifications for new leads and confirmed appointments

   Route notifications to the client's sales inbox or a shared Slack channel, not to your agency inbox. The client's team needs to see arrivals in real time to follow up while intent is fresh.

7. 07

   Run an end-to-end test conversation covering inquiry, qualification, product recommendation, and booking

   Send sample inquiries from a phone that is not the connected number. Verify the contact record appears in Andy's contact list and the calendar event matches what the test user selected.

8. 08

   Hand off the chat inbox to client staff and document the escalation path

   Show the client how to take over a conversation when Andy cannot resolve it, and agree on which topics always escalate to a human. This handoff step is what keeps the retainer defensible after go-live.