How to set up your WhatsApp AI agent in 15 minutes
You don''t need to be technical. This step-by-step guide gets your Brote agent answering customers on WhatsApp in under 15 minutes.

Setting up an AI agent sounds complicated, but with Brote it''s a matter of minutes. This guide takes you from sign-up to your first served customer — no code required.
Step 1 — Create your account (2 min)
Go to brote.ai, create your account and pick your plan. The onboarding wizard welcomes you and shows the 4 steps to put your agent in production.
Step 2 — Define your agent''s voice (3 min)
In AI Agents, tell Brote how it should talk: tone, brand rules, and what it can or can''t promise. No technical forms — you talk to the Copilot in plain language, e.g. "be friendly, casual, and never promise delivery to remote areas".
Step 3 — Upload your knowledge (4 min)
Paste your catalog, prices, policies or FAQ into the knowledge base. Brote indexes it by meaning and the agent answers with your exact data instead of making things up.
Step 4 — Connect WhatsApp (3 min)
Connect your number through Meta''s official channel. That''s where your agent really works. As soon as it''s connected, conversations start landing in your unified inbox.
Step 5 — Test before publishing (2 min)
Use the Playground to chat with your agent as if you were a customer. Tweak what''s needed, then publish.
Done: your agent is selling
From that moment, Brote replies 24/7, qualifies leads, builds carts and pings your phone when something needs a human. And everything stays organized in your CRM.
Tip: start simple. A well-configured agent with a clear catalog and tone converts better than one buried in complex rules. Add integrations (payments, shipping, scheduling) as you need them.


