🤖 AI Agent
Set up your AI Agent
The Tanvik AI Agent automatically replies to incoming WhatsApp messages using the context you provide. It works 24/7, qualifies leads, answers product questions, and hands off to a human agent when needed.
What the AI Agent does
What it can do
Answer product/service questions, qualify leads with scripted questions, collect name/email/phone, send template messages, escalate to human on trigger words like "talk to agent".
What it cannot do
Access your CRM data in real time, process payments, book appointments (without integration), or reply outside WhatsApp.
Enable the AI Agent
01
Go to AI Agent in the sidebar
Click AI Agent in your navigation. If you're on the Free or Growth plan, you'll see an upgrade prompt — AI Agent requires Pro or Enterprise.
02
Write your business context
This is the most important step. Write a clear description of your business: what you sell, your pricing, your target customers, your working hours, and how you want the AI to respond. The more specific you are, the better the AI performs.
You are a helpful sales assistant for Sharma Real Estate, based in Hyderabad. We sell residential plots in Shadnagar, Maheshwaram, and Yadagirigutta. Plots range from 150 to 500 sq yards, priced ₹15,000–₹40,000 per sq yard. Our team works 9am–7pm Mon–Sat. Always collect the customer's name, budget, and preferred location before suggesting plots. If they ask to speak to someone, say "Sure, I'll connect you with our team right away" and tag the conversation as Human.
03
Add FAQ pairs (optional but recommended)
Add specific question-answer pairs for things the AI should always answer exactly right — like pricing, location, or policy questions. Go to the FAQs tab and add them one by one.
04
Enable and test
Toggle the AI Agent to On. Send a test message from your own phone number to your WhatsApp business number. The AI should reply within 3–5 seconds.
✓
Test with questions your real customers ask most — pricing, availability, how to book, etc. If the AI gives a wrong answer, refine your business context or add an FAQ for that question.
Quota & limits
| Plan | AI replies/month | Overage |
|---|---|---|
| Pro | 1,000 | Contact support to increase |
| Enterprise | Custom | Negotiated in your contract |
You can monitor your AI reply usage under Analytics → AI Agent. When you approach the limit, Tanvik sends you a warning email.
Best practices
Tell the AI exactly when to hand off to humans
Include a clear rule in the context like "If the customer asks to speak to a person, or if you're not sure how to answer, say: 'Let me connect you with our team' and stop responding."
Update context whenever your offers change
If you run a sale or change pricing, update the context immediately. The AI answers based on the context you provided — stale context = wrong answers.
Don't make the context too long or too vague
A 5,000-word context full of jargon performs worse than a crisp 300-word context with clear rules. Keep it concise and specific.
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