Meta's own AI assistant can now answer customers on your WhatsApp number, and you set the whole thing up inside ChatMaxima. The agent replies first, your inbox stays in sync, and your team can take over any conversation at any point.
🤖 Set it up on a number
Go to Settings, WhatsApp, and open Actions on the number you want. Meta Business Agent shows whether the number is eligible, walks you through creating the agent, and shows an On or Off badge from then on.
- Who it replies to: everyone, or only a list of test numbers you add, which is the safe way to trial it.
- Handoff to your team, so the agent transfers the conversation when a customer asks for a person or it cannot help. Use Meta's wording, let the agent phrase it, or write your own.
- Follow-ups for customers who go quiet, from 5 minutes to 24 hours.
- Never say, a list of phrases the agent will avoid.
📚 Teach it your business
The Knowledge tab is where the agent learns what you sell and how you work.
- FAQs, the questions customers actually ask, with your answers.
- Websites, which Meta crawls in the background and keeps as reference. Crawl status and page counts show on the tab.
- Files: PDF, DOC, DOCX, PNG, JPG, CSV or XLSX, for price lists, policies and specifications.
The Skills tab goes further, letting you write named instructions that shape how the agent behaves in a specific situation: a returns skill, a booking skill, a tone-of-voice skill. Each one says when it applies and what to do.
🛠️ Let it do things, not just answer
The Actions tab turns on what the agent can do mid-conversation, using integrations you have already connected:
- Contacts and tickets: look up a contact, save or update one, open a support ticket.
- Shopify and WooCommerce: order status with tracking, and product search with price and availability.
- Google Calendar: check free slots and book an appointment with the customer invited.
- HubSpot and Zoho CRM: find a contact, or create a new lead.
Your integration credentials never leave ChatMaxima. Meta's agent only ever holds a ChatMaxima key and asks us to run the action on its behalf.
💬 Try it before a customer does
The Test chat tab runs the full agent pipeline in the modal. It reaches no real customer and is not billed as a conversation, so you can rehearse the awkward questions, see when it hands off, and try the quick replies as buttons.
✅ How to use it
- Accept the Meta Business Agent terms for the number in WhatsApp Manager.
- In ChatMaxima open Settings, WhatsApp, Actions, Meta Business Agent.
- Set up the agent, add your FAQs and websites, and switch on the actions you want.
- Add your own number as a test number, set the audience to Only test numbers, and switch the agent on.
- When it reads well, change the audience to Everyone.
Availability is decided by Meta and depends on your business country and vertical, so the panel tells you plainly if your number is not eligible yet.
Available in all 11 dashboard languages.