Quick Start: Meta Business Agent in WOZTELL

From Zero to Active Agent in 15 Minutes

What is Meta Business Agent?

Meta Business Agent is an AI assistant that automatically attends your conversations on WhatsApp. It responds 24/7, and can transfer complex conversations to your team.

Main benefits:

Responds instantly to customers
Reduces your team's workload
Available in multiple languages
Integrable with your systems (CRM, calendars, inventory, etc.)

Prerequisites

Before you start, verify that you have:

Eligible WhatsApp Business number (no Finance, Health, Government, Alcohol, Gambling)
WOZTELL access as an administrator
Access to business.facebook.com
Credit card or bank account for Meta

Step 1: Set Up Payment Method (5 min)

⚠️ CRITICAL: Without an active payment method, the agent will NOT deliver messages to real customers. Meta charges per conversation. No payment = no service.

1.1 Open Meta Business Platform

Open your browser:

business.facebook.com

1.2 Go to Billing & Payments

In the left menu, click on Billing & Payments.

1.3 Select Meta Business Agent Accounts

Once in Billing & Payments, look for the tabs at the top:

[Ad accounts] [WhatsApp Business accounts] [Meta Business Agent accounts] ← Click here

If you have multiple businesses, use the dropdown to select the correct one.

1.4 Add Payment Method

Click on "Add business payment method".

Select the payment type:

Credit card (Visa, Mastercard, American Express)
Bank transfer (for annual subscriptions)
Stripe

Enter the data:

☐ Cardholder name
☐ Card number
☐ Expiration date (MM/YY)
☐ CVV (3 digits on back)
☐ Country and zip code

Click "Add".

1.5 Verify It's Active

You should see:

Payment methods
━━━━━━━━━━━━━━━━━━━━━━━━━
✅ Visa •••• 5506
   Expires 8/30
   Status: Active

✅ Payment Ready! If you see this, payment is configured correctly. Continue with Step 2.

Step 2: Add Basic Information (5 min)

Now open WOZTELL:

WOZTELL.com
→ Inbox
→ Channels (top menu)

2.1 Select the Channel

Find the channel you want to configure and click on it.

2.2 Open Meta AI Agent

You'll see several tabs. Click on:

[Settings] [Message Template] [WhatsApp Calls] [Advanced Access] [Meta AI Agent]

2.3 Complete Business Information

You should see a "What your agent knows" section with a "Business information" field.

Fill in these fields (minimum: Business Description + Contact):

Business Description (required)

Write 2-3 paragraphs about your business:

We are a conversational solutions platform for WhatsApp.
We help companies automate customer service with AI.
We work with over 500 businesses in Latin America.

Payment Methods

Credit card (Visa, Mastercard, American Express)
Bank transfer
Stripe
MercadoPago

Contact Information

Email:

presales@woztell.com

Address:

Your address here

Opening Hours:

Monday to Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed

2.4 Save Changes

Scroll to the bottom of the page and click the blue button:

[Save]

Wait for confirmation. You'll see "Changes saved".

Step 3: Test the Agent (3 min)

Still on the Meta AI Agent panel. Find the "Test Your Agent" section at the bottom.

3.1 Run a Test

In the "Test message" field, type:

"What is your opening hours?"

Click "Run test". Wait 2-5 seconds.

3.2 Verify the Response

In "Agent reply" you should see:

"Monday to Friday 9 AM - 6 PM.
Saturday 10 AM - 2 PM.
Sunday Closed."

✅ If it works: Continue to Step 4.

❌ If it says "I don't have that information": Check that you added the information in Step 2. If it's there, rewrite with more detail and wait 1-2 minutes.

Step 4: Activate the Agent (2 min)

4.1 Find Agent Status

On the Meta AI Agent panel, find the section:

Agent status
Turn the agent on or off. The agent replies
to your customers automatically.

[OFF ——— ●]  ← Toggle (gray/off)

4.2 Turn On the Toggle

Click on the toggle. It should change from:

[OFF ——— ●]  →  [● ——— ON]
(gray)              (blue)

You'll see a message confirming the agent is active.

4.3 Wait 5 Minutes

⏰ IMPORTANT: Wait exactly 5 minutes after activating. Meta needs this time to sync.

4.4 Test in Real WhatsApp

From your phone, open WhatsApp and send a message to your number:

Customer writes: "What are your hours?"

Wait 5-10 seconds...

Agent responds: "Monday to Friday 9 AM - 6 PM.
                 Saturday 10 AM - 2 PM.
                 Sunday Closed."

✅ Your agent is active! It's now responding on WhatsApp.

Recommended Configuration (Optional - 5 min)

Add FAQs

On the Meta AI Agent panel, find "What your agent knows" → "FAQs".

Click "Add FAQ" and create frequently asked questions:

Example 1:

Q: "How do I buy?"
A: "Visit woztell.com/pricing, select your plan,
    complete the form and pay."

Example 2:

Q: "How much does it cost?"
A: "We have 3 plans: Starter ($29), Pro ($99),
    Enterprise (contact us)."

Add a minimum of 3-5 FAQs and click "Save".

Quick Troubleshooting

Symptom	Solution
"Agent doesn't respond on WhatsApp"	Go to Meta Business Platform › Billing › Add card
"Responds in test but not in real"	Check that the number is eligible in Meta
"Says 'payment method missing'"	Complete the card form in Meta Business Platform
"Generic/poor response"	Add more FAQs with specific details
"Doesn't respond at all"	Wait 5-10 minutes after activating

Next Steps

Monitor 24 hours: Verify it responds correctly
Add more FAQs: Based on real customer questions
Configure Skills: For custom behaviors
Integrate APIs: If you need to access your systems

Need Help?

Technical issue: soporte@woztell.com
Advanced configuration: See "Full Reference Guide"
Skills, Connectors, UI Skills: Specialized documents