WhatsApp AI Agent for Sales

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button. AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy auto-generates your business description. Set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website (fetched automatically)

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

Train the agent on your business website. Include product or service details, pricing, approved offers, and common sales FAQs so it can answer customers’ questions using your business information.

You can also submit this information as PDF, DOC, TXT, or CSV files.

Every source shows “Ready” once learned.

Add your information using these options:

• Crawl a page: Add a website URL.

• Upload files: PDF, DOC, TXT, or CSV, up to 50MB each.

• Paste text: Sales scripts, price lists, and policies.

Also include product comparisons and answers to common objections to help the agent guide customers towards a purchase.

This step is optional, but adding product images helps customers see what you’re offering and make a purchase decision.

When you add your website, the AI Agent fetches images from it (only from the website). Review which visuals it can share in chat, such as product photos.

Untick any image you don’t want the agent to send.

You can:

• Manage your image library: Enable or disable individual images.

• Search images: Quickly find the visuals you need.

Sales is one of the pre-defined skills that you select simply by clicking on the checkbox available next to it. 

Once you switch it on, you can expand it to set your cut-off and where a qualified applicant should go, then hit Done.

All you have to go through is:

• Skills list

• Enable the sales skill

• Expand to configure its variables, templates & ads

Now, you must make sure that the instructions fed to the agent are clear and easy to understand. The agent behaves according to the instructions given to it.

The agent uses your instructions to help customers find and buy their desired products.

For more info, tap here to learn how to create a custom skill

After you expand the already enabled sales skill, you can proceed to configure it by customizing how your agent guides customers towards a purchase or connects them with your sales team.

The 'When it’s used' section explains when it applies and is managed by AiSensy.

Under Sales Profile, configure:

• Sales motion: Choose how the agent sells or routes leads.

• Why this motion: Explain why it fits your business.

• What “closing” means here: Define the goal, such as a purchase or demo booking.

• Price posture: Set how the agent discusses pricing.

• Cross-sell / upsell: Allow relevant product suggestions.

• Objections & responses: Add common concerns and suitable replies.

In this step, you can choose what your Sales agent can do and connect the tools it needs.

• Capabilities: Enable recommendations, objection handling, and other relevant behaviours.

• Max recommendations: Limit the number of products suggested.

• Questions to collect: Add details needed before team handoff.

• Connected tools / APIs: Connect business systems or define a new API.

• Templates: Attach Attach approved WhatsApp messages.

• Ad mapping: Select the ad linked to this skill.

• Trigger a flow: Choose an optional chatbot flow.

The changes you make apply immediately.

If your Sales agent needs to access a business system, click + Define a new API under Connected tools / APIs.

• Action name: Give the action a clear name.

• When should the agent call it? Describe when it should run.

• Request: Select the method and enter the API URL.

• Headers, Params, Body & Auth: Add the details required by your API.

You can also use Paste cURL to import the request.

Click Test call to check it, then Next: variables to continue.

In this step, you are supposed to add the images you want your sales agent to recommend to your customers. This way, customers receive suggestions from the actual images you upload.

Choose which catalog items the agent can recommend - so every suggestion comes from your actual range.

• Catalog products (select what the agent may recommend)

• Add products by hand (for bundles or items not in your store)

• Sync from Shopify

• Sync from WooCommerce

• Import CSV/XLS

Connect your payment gateway so the sales agent can share a secure payment link in WhatsApp when a customer is ready to buy. The transaction takes place in the chat itself. 

You can skip this step if customers buy through website checkout or need a quote, demo, or salesperson first.

• Payment gateway: Connect Razorpay or PayU.

• Out-of-window template (optional): Select an approved template for payment messages sent outside the 24-hour customer service window.

The step is only useful for Click-to-WhatsApp enquiries, helping the agent respond to the advertised product, service, or offer.

Map each ad to a custom greeting & context, so the agent knows exactly which ad brought the customer in.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Products featured in this ad

In this step, you must add triggers for custom pricing, negotiations, bulk orders, complex requirements, payment issues, and requests to speak with sales.

Decide what happens when the agent can't help. Write the fallback message, switch on Hand off to a human, and add the phrases that should pull a person into the chat. 

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

Connect tools and APIs if you want your sales agent to check live tracking links, create CRM leads, or retrieve order details.

You can skip this step if the agent only answers product questions and shares existing purchase links, or if your connected tools already handle the required actions.

Click Add custom API action, explain when the agent should use it, and paste your cURL request to fill in the request details.

Review the following fields:

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click Next: variables to continue.

Before you go live, you can test product and service enquiries, budget objections, unavailable options, checkout, and handoff. You must ensure that the agent doesn’t invent discounts, availability, or successful transactions.

Chat with your agent before your customers do - 500 free AI messages to trial it. Happy?

Publish, switch the AI on & you're live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle