# Install Agent on Whatsapp

### What is Install Agent – WhatsApp?

Installing an Agent on WhatsApp allows you to automate conversations, manage customer queries, and deploy AI-powered interactions directly on your WhatsApp Business account.

Once connected, your Agent can handle messages, automate workflows, and improve response efficiency on WhatsApp.

***

### Benefits of Install Agent – WhatsApp

* 🚀 Automate customer conversations on WhatsApp instantly
* 🤖 Deploy AI-powered responses for better engagement
* 📲 Manage chats centrally from BotPenguin Inbox
* 🔄 Enable scalable customer support operations
* 💬 Improve response time and customer satisfaction

***

### How to Use Install Agent on Whatsapp

1. Go to the **“Agent”** section from the left sidebar.
2. Select the agent you want to install.
3. Click on the **“Install Agent”** button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fas4zj1YIZM7XdvK4cTFr%2Fimage.png?alt=media&#x26;token=4ff17d67-165f-4afb-86a7-f1100e14909b" alt=""><figcaption></figcaption></figure>

4. Select **“Whatsapp”** and click **“Next”**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fo0tVmSnkkgDOuNeCZC6k%2Fimage.png?alt=media&#x26;token=d8a94f73-f55e-44bd-8c37-e71f1118bd4e" alt=""><figcaption></figcaption></figure>

5. Select all the WhatsApp prerequisites by checking all the required boxes.
6. Click on **“Proceed”**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FdCwcHjbJBPiBWNBiyPIY%2Fimage.png?alt=media&#x26;token=d8b38086-da08-4ee9-8153-390bff334a0c" alt=""><figcaption></figcaption></figure>

7. Click on **“Connect with Facebook”** to begin Meta onboarding.

> ⚠️ Make sure pop-ups are enabled in your browser.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F1V56dgFEhGZzhj5teFcv%2Fimage.png?alt=media&#x26;token=22055a8b-b9c9-4d71-b849-06378c96ce1f" alt=""><figcaption></figcaption></figure>

8. Click on Continue.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F6iab0ccB3Ozvx4W1XEZa%2Fimage.png?alt=media&#x26;token=1fb84d97-7142-4952-9894-351f044a1742" alt=""><figcaption></figcaption></figure>

9. Select your Business Assets and clicck on next button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F3uD1E1arWCjSwU67KlD3%2Fimage.png?alt=media&#x26;token=be60e4ee-b1a2-4be9-970f-0b93f82f6ce6" alt=""><figcaption></figcaption></figure>

10. Click on " Use a new or existing Whatsapp Number" option.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fpln4eFFBoPMoNBDwIKNS%2Fimage.png?alt=media&#x26;token=ea9d1fb6-4f28-4e84-bfcd-5751cec46771" alt=""><figcaption></figcaption></figure>

11. Review what you will be sharing and click on **"Confirm"** button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FWqVOXEuIOyrqRV4v885t%2Fimage.png?alt=media&#x26;token=175ecc96-6953-4801-a9cf-0b7510726291" alt=""><figcaption></figcaption></figure>

12. Click on **"Add a payment method"** option.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FrizYCebi3CfhVcQogZVG%2Fimage.png?alt=media&#x26;token=13ad2243-78c0-4cc5-8798-fd5f142a973f" alt=""><figcaption></figcaption></figure>

13. In the "Meta Business Manager," locate and click on the "Payment Setting" button for your WhatsApp Account.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F33FFBPKktRz0r1JeJw1P%2FOpen%20Payment%20Method.png?alt=media&#x26;token=51589a33-660f-40b0-93be-a4c02c9c033d" alt="Payment Setting"><figcaption><p>Payment Setting</p></figcaption></figure>

#### Navigate to Billing and Payments Page

14. On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FTs0zZRj5l8h2i0PdYgoX%2FOpen%20Payment%20selection%20Screen.png?alt=media&#x26;token=617a3bec-c3cb-436d-98b5-af87c431ff1c" alt="Manage Payment Method"><figcaption><p>Manage Payment Method</p></figcaption></figure>

#### Select Payment Method Type

15. Choose the payment method type that you want to use for your WhatsApp account.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FPLxospLGikFdm6BqbaGm%2FSelect%20Payment%20Method.png?alt=media&#x26;token=b67c7351-a70e-4ca4-9cd8-abaace6fcdb9" alt="Select Payment Method Type"><figcaption><p> Select Payment Method Type</p></figcaption></figure>

#### Enter Payment Details

16. Enter the necessary payment details based on the selected payment method.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FPXPCGQvovMP44p8Seyxq%2FEnter%20Card%20Details.png?alt=media&#x26;token=5f0cb57f-f79b-4cd5-a24e-74a565fd7b54" alt="Enter Payment Details"><figcaption><p> Enter Payment Details</p></figcaption></figure>

#### Verify Payment Method

17. Once you have entered the payment details, proceed with the verification process.

#### Update Business Information

18. After successful verification, make any necessary updates to your business information.
19. You have successfully updated the payment method on your WhatsApp account.

### Completion Line

🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.

### FAQs

<details>

<summary>Why am I unable to see the "Connect with Facebook" option?</summary>

Ensure that you have selected all the required prerequisites. Also, check that your browser pop-ups are not blocked.

</details>

<details>

<summary>Do I need a Facebook Business Manager account?</summary>

Yes. A verified Facebook Business Manager account is required to connect WhatsApp Business API.

</details>

<details>

<summary>What happens if I disconnect the WhatsApp account?</summary>

Your Agent will stop receiving and sending WhatsApp messages until the account is reconnected.

</details>

### Support Prompt

If you still have questions for our team, write to us at [**support@botpenguin.com**](mailto:support@botpenguin.com). We’ll get back to you within 48 hours.