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The agent is the AI brain that replies to every lead. Personal WhatsApp uses the same agent system as every other channel — once built, an agent can power any sequence.

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Quick path

1

Open Agents

In the left sidebar, click Agents → + Create agent.
2

Pick Guided AI Setup

The fastest start. Answer 8 short questions about your business, your offer, and your tone. Orsay generates the prompt for you.
3

Save and publish

Click Save draft, preview the conversation in the test panel, then Publish agent.
→ Full walkthrough: Agents — full guide

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Sharpen the prompt

Need ideas for what to put in the agent’s brief? The Resources page shows real prompt examples by industry, plus the structure that consistently books calls. → Prompt examples & best practices
Add Resources & external links to your agent (booking links, case studies, landing pages, testimonials). The AI will share each one at the right moment in the conversation. → How to add resources

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Next step

→ 3. Create your sequence