WhatsApp AI Agent for Shopping Assistance

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 AI engine auto-generates your business description. Here, you must 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

In this step, you have to tell the agent about your shopping website. Here, you can add information regarding shipping charges, delivery timelines, return policies, sizing guidance, payment options, and approved offers.

You can submit this information in the form of PDF, DOC, TXT, or CSV files. The WhatsApp AI agent for E-commerce entirely relies on the kind of information you submit. Hence it always responds according to it and never gives generic replies.

Every source shows "Ready" once learned.

Perform the below mentioned steps:

• Crawl a page (website URL)

• Upload files (PDF, DOC, TXT, CSV - up to 50MB each)

• Paste text (policies, scripts, price lists)

Well, showing images is useful for size charts, comparison guides, and lifestyle images. Avoid uploading duplicate product images if these already come from the catalog.

When you add your website, the shopping WhatsApp AI Agent automatically fetches the image from it. You can control the visuals the agent can share in chat - product shots, catalogs, offers.

Untick any image it shouldn't send.

You can:

• Create Image library (enable/disable per image)

• Search images

In this step, you have to begin with the two prebuilt skills that do the selling groundwork. Sales and Lead qualification skill must be enabled before proceeding with this WhatsApp AI Agent. Navigate to and click on Add Skills, then hit Add on Sales (guided selling) and Lead Qualification. Click on Done and the required two skills are enabled.

The next step is to configure both the skills as per your requirement. You must expand each one and tell it how your store actually sells - the counter should read 2 enabled. You build your Shopping skill on top of these, in the next step.

Sales (guided selling) fields you must fill:

• Sales motion

• Why this motion

• What "closing" means here

• Cross-sell / upsell when it genuinely fits

• Price posture

• Do's & Don'ts

• Objections & responses → + Add objection

Lead Qualification - fields you must fill:

• Suggest questions

• Question to ask + contact attribute

• Required

• + Add question

• Add tag(s)

• Set contact attribute(s)

• Hand off to a human

• Push qualified leads to your CRM

In this step, navigate to and click on Add Skills. Check if the skill you are looking for is already there in the prebuilt skills or not. If the skill you need is not already available, then navigate to and hit the Create custom button. You can name it Browse & Buy, and pick Task skill as the type.

• What kind of skill is this? (Task skill)

• Icon & name: Browse & Buy

• When should the agent use it?

• Instructions

• Add skills

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.

One such template example is:

"When a customer says 'Do you have this in size M?' or 'I want to order the blue one', check the connected catalog before you answer. Confirm the exact variant, size and colour, share the image and current price, then place the order. If an item is out of stock, say so and offer the closest available option instead of leaving it open. Never confirm stock, a discount or a delivery date you haven't checked."

The shopping AI agent for E-commerce then uses your instructions and connected catalog to take customers from browsing to a confirmed order, inside the same chat.

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

Now that you have created the skill you need, it starts to appear in the Skills list. You can now switch it on, 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 shopping skill

• Expand to configure its variables, templates & ads

• Skills enabled counter

Now your agent is well taught and it knows how it should respond.

Before enabling the skill, you can instruct your shopping WhatsApp AI agent to ask one question at a time, recommend a small selection with clear reasons, answer objections using provided information, and guide customers towards checkout.

This is one of the most crucial steps of all. Providing the users with product information is the center of this agent. You must add or sync your catalog so recommendations refer to actual products, variants, and prices.

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

The step is optional and depends on checkout. You can keep this step if you want to allow the WhatsApp AI agent to collect payments within the chat. You can simply skip it if it directs customers to your website checkout.

Connect your payment gateway so the agent closes sales with a secure payment link, right inside the chat.

• Payment gateway (Razorpay or PayU)

• Out-of-window template (optional)

You can keep this step optional. It stands useful for enquiries from Click-to-WhatsApp ads. This allows the conversation to start with the advertised product or offer.

If you are running Click-to-WhatsApp ads, you can map each ad to a custom greeting & context, so the WhatsApp AI 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 get to 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 WhatsApp chat. 

Fallback message: Write a reply for when the agent cannot find product information or retrieve details such as availability, pricing, sizes, colours, or delivery options.

Human handoff: Enable handoff for personalised shopping assistance, questions the agent cannot answer, order or payment issues, returns or exchanges, and requests to speak with a team member.

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

This step entirely depends on the flow of shopping. This is needed for live stock checks, delivery availability, cart creation, or other actions your catalog connection doesn’t already support. You can skip this step in case of basic recommendations and product links.

Actions let your agent fetch live information or complete tasks using connected tools and APIs - checking an order status, creating a CRM lead or booking an appointment.

Hit Add custom API action, tell it when to call it, then paste your cURL - the request fills itself in.

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click on - Next: variables

While testing your agent, you can test product discovery, variant selection, unavailable items, budget limits, and checkout. Please ensure that the agent doesn’t invent stock availability, discounts, or order confirmations.

You can chat with your agent before your customers do with AiSensy's 500 free AI messages for a trial.

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

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle