WhatsApp AI Agent for Site Visit Booking

Click AI Agent, add your website, and AiSensy automatically builds an agent trained on your business.

• Website (required)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Then hit ✨ Create agent.

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

• Website

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

Train the agent on your business - it answers from your information, not generic replies. Every source shows "Ready" once learned.

Details to be filled are:

• Crawl a page (website URL)

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

• Paste text (policies, scripts, price lists)

Control the visuals your agent can share in chat - product shots, catalogs, offers. Untick any image it shouldn't send.

• Image library (enable/disable per image)

• Search images

Open Add Skills and check the prebuilt list first - if the skill you need isn't there, hit Create custom, name it Site Visit, and pick Task skill as the type.

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

• Icon & name: Site Visits

• When should the agent use it?

• Instructions

• Add skills

Your new skill lands in the Skills list. Switch it on, expand it to set your qualifying questions, your cut-off and where a qualified applicant should go, then hit Done.

• Skills list

• Enable the site visit skill

• Expand to configure its variables, templates & ads

• Skills enabled counter

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 agent closes sales with a secure payment link, right inside the chat.

• Payment gateway (Razorpay or PayU)

• Out-of-window template (optional)

Running Click-to-WhatsApp ads?

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

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

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

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