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Topic

AI agent for WhatsApp

In Mexico and much of Latin America, WhatsApp is where customers already write to ask, book and pay. An agent connected to your official number replies, quotes and collects payment without keeping anyone waiting.

North team · Updated October 7, 2026 · 4 min read

What you can do on WhatsApp

Beyond conversation, the WhatsApp API has its own pieces that the agent uses to sell faster.

ButtonsOne-tap repliesinteractive.button · up to 3Confirm, change or cancel without typing.
ListsMenu of optionsinteractive.list · up to 10 rowsRoom types, open time slots or locations in a single message.
FormsWhatsApp FlowsScreens with fields, dates and pickers inside the chat, for bookings or sign-ups that need several details.
CatalogProducts inside the chatThe agent sends the product with photo and price from the catalog loaded in Meta.
Voice notesUnderstands audioDownloads the audio through the API, transcribes it and replies in writing.
TemplatesWrites outside the 24 hoursReminders, confirmations and follow-ups with Meta-approved templates, utility or marketing.
AdsAds that open the chatPeople who arrive from an ad open a 72-hour window in which all messages are free. The message carries the ad's identifier.
App and APIThe same number on the phone and in the agentWith coexistence, the number stays active in the WhatsApp Business app while the agent works through the API, and messages show up on both sides.

A booking on WhatsApp, starting with a voice note

Casa Aurora, restaurant. The person sends a voice note on a Wednesday morning.

Execution log · conversation b81clog
10:12:04.310  input     voice note · 0:14
10:12:05.902  audio     transcription: "Hi, do you have room for dinner on Saturday? There are four of us, around nine."
10:12:06.240  function  consultar_mesas(Sat 11/14, 21:00, 4) → 21:00 full · 20:30 and 21:30 open
10:12:07.115  output    buttons: "20:30" · "21:30" · "Another day"
10:12:31.007  input     button "21:30"
10:12:31.520  function  crear_reserva(Sat 11/14, 21:30, 4) → R-2291 confirmed
10:12:32.004  output    "Done: table for 4 on Saturday at 21:30. We'll send you a reminder on Friday."
11/13 18:00  template  recordatorio_reserva → buttons "I confirm" · "Change"

How it works under the hood

The 24-hour window and what it costs

When the customer writes, a 24-hour window opens in which the agent replies freely and at no cost. Outside that window, only approved templates can be sent.

Since July 1, 2025, Meta charges per delivered template, with a price based on the category (marketing, utility or authentication) and the recipient's country. Utility templates sent within an open window are free (Meta pricing).

What can be sent in each situationtext
situation                                     what is sent            cost
customer wrote less than 24 h ago             any message             free
arrived from a click-to-WhatsApp ad (72 h)    any message             free
appointment reminder, outside the window      utility template        per message
follow-up with an offer, outside the window   marketing template      per message

Recommendation. Make sure the important things happen inside the open window: the quote, the payment link and the confirmation go in the same conversation in which the person asked.

A reminder template

The template is approved once and sent with variables. Replies to its buttons come back to the agent as just another message.

Sending a template through the Cloud APIJSON
POST /{version}/{phone-number-id}/messages
{
  "messaging_product": "whatsapp",
  "to": "529981234567",
  "type": "template",
  "template": {
    "name": "recordatorio_reserva",
    "language": { "code": "es_MX" },
    "components": [{
      "type": "body",
      "parameters": [
        { "type": "text", "text": "Martina" },
        { "type": "text", "text": "Saturday, November 14" },
        { "type": "text", "text": "21:30" }
      ]
    }]
  }
}

Recommendation. One template per purpose, with text that makes sense even if the person doesn't remember the conversation. If a utility template mixes in promotion, Meta classifies it as marketing.

Buttons inside the conversation

Within the window, the agent can send interactive messages. Each button's identifier comes back unchanged, so there is no text to interpret.

Message with two buttonsJSON
{
  "messaging_product": "whatsapp",
  "to": "529981234567",
  "type": "interactive",
  "interactive": {
    "type": "button",
    "body": { "text": "There are two suites open for Friday. Which do you prefer?" },
    "action": { "buttons": [
      { "type": "reply", "reply": { "id": "suite_mar", "title": "Ocean view" } },
      { "type": "reply", "reply": { "id": "suite_jardin", "title": "Garden view" } }
    ] }
  }
}

Recommendation. Buttons for closed decisions and free text for everything else. An agent that only offers buttons turns into a phone menu.

What WhatsApp's policy allows

Since January 15, 2026, the WhatsApp Business terms prohibit offering general-purpose AI assistants through the platform (TechCrunch). An agent limited to your business, one that serves customers, books, collects payment or recommends products from your catalog, is allowed.

Recommendation. Keep the agent on business topics and hand off anything outside them.

What you need

Case analysis

A luthier who stopped scaling back his ads

Guitarras David Alcántara · Hermosillo, Mexico

David Alcántara builds guitars and gives lessons. He works alone. His WhatsApp ads brought in hundreds of inquiries, and he had to cut back his campaigns because he couldn't keep up with the replies.

What they did, step by step

  1. He turned on a Meta AI agent in his WhatsApp Business.
  2. He trained it on the most common questions about buying a guitar.
  3. He connected it to the messages coming from his ads.
60%of 400 inquiries answered by the agent in his last campaign

The mechanism

  1. Ad to WhatsApphundreds of inquiries
  2. Meta Business Agentin WhatsApp Business
  3. Frequent questionsloaded as the base
  4. Automatic reply60% of 400 inquiries

Why it worked. With the agent handling the repetitive questions, he could advertise again without fear of losing inquiries.

Analysis of a public case. North Marketing did not take part in this work. The figures are self-reported on the WhatsApp Business case studies page.

Sources: WhatsApp Business

Frequently asked questions

Can I keep replying from my phone?

Yes. With coexistence, the same number works in the WhatsApp Business app and in the API. What your team writes from the phone also stays in the agent's history.

Can my number get blocked?

Meta measures each number's quality based on blocks and reports. Sending templates only to people who gave permission, with a clear purpose and an option to opt out, keeps quality high.

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