BLACK FRIDAYBlack Friday: 50% off every plan, until 30 Nov onlySee the deal →
Skip to content
PlaybookPart 2 of 3

Days 2–4: Connect WhatsApp and Watch Real Chats

Connect WhatsApp with the agent muted, let real customers write in for a few days, and have Claude or ChatGPT read the chats and show you what to fix.

6 min readUpdated Nov 2026AssistantLabs Team
The agent listens, doesn’t answer
Muted
Your WhatsApp keeps working
Same number
Ask the AI what to fix
Once a day

Connect WhatsApp, with the agent muted

The agent is ready. Connect it to the WhatsApp number your customers already use, and leave auto-reply off. It listens to real customers without answering yet.

Connecting happens in the app, through Meta’s own window. It takes 5 to 10 minutes. The WhatsApp guide shows every screen.

Click “Build” at the top.
“Channels” is in the side menu, under “Connect.”
Connected, but auto-reply is off. The agent is listening, not answering.

Then check from the chat:

Say this to Claude or ChatGPT
Is my agent connected to WhatsApp, and is it answering customers yet?
Your past chats can teach it too. If you share chat history when you connect, the last 6 months of 1:1 chats come across. Claude can read how you really answered and turn it into FAQ entries:
Say this to Claude
Read my imported WhatsApp conversations and pull out the questions customers keep asking and how I answer them. Show me the list first, and save only the ones I approve.
Only lines you or your team typed are read. The agent’s own replies are left out.

Let real chats come in

This is the step that makes the agent good. For two or three days, let customers write to you as usual and keep answering them yourself. Because the agent is muted, you see exactly what they ask, in their own words.

Every chat lands in Conversations in the app:

Click “Conversations” to see every chat.
Real questions land here while the agent stays quiet.

Read them with Claude or ChatGPT

You don’t have to read every chat yourself. Once a day, ask the AI to read them against what your agent knows, and to tell you where it would have gone wrong.

Say this to Claude or ChatGPT
Read the conversations that came in since yesterday. Which questions would my agent have answered wrong, or not at all? For each one, tell me what to add.
What did customers ask about most this week, and at what hours were they busiest?
Find every chat that mentions delivery, and tell me what people want to know.
One a day is enough. Paste the first one each morning.

Open each chat in Conversations and read it the way a customer would. Keep a short list of every question the agent couldn’t answer from what you gave it on day 1.

Fix what it would miss

Add the answers now, while the agent is still muted. A handful is enough: the questions that came up more than once.

Say this to Claude or ChatGPT
Add the answers we just went through to my FAQ, in my words. Show me exactly what you changed.
When someone asks if the linen dress comes in size L, say yes, it’s in stock.

Or type them in yourself, under FAQ:

Before you switch it on

Tag the chats that matter

Tags are colored stickers on chats. Describe a situation in plain words, and the agent tags matching chats on its own, so an order or a complaint never gets buried.

Say this to Claude
Set up a tag called “Complaint” that the agent puts on any chat where the customer is unhappy, and one called “Order” for anyone who is ready to buy.

ChatGPT can put a tag on one chat, but it can’t create tags yet. Set those up in the app.

“Tags” is in the side menu, under “Automations.”
Describe a situation, and the agent tags matching chats on its own.

The Tags guide has more examples.

Get pinged only when a chat needs you

You don’t want to watch the screen all day. Set a notification that fires on a tag, like a complaint, and goes to your team’s WhatsApp numbers.

Notifications are set up in the app. Claude can check first that you can actually be reached:

Say this to Claude
Can my agent reach me on WhatsApp when a chat needs a person? Check what’s missing and tell me how to fix it.
“Notifications” is under “Automations.”
Name it, pick which tags set it off, and add the team’s WhatsApp numbers.
On day 5: You switch auto-reply on. Everything above keeps working from then on.
Did this guide help?
We’ll set it up with you in a meeting →