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How to Set Up a WhatsApp Chatbot for Your Business: Step-by-Step

Short answer

To set up a WhatsApp chatbot, choose between the free WhatsApp Business app (limited automation) and the WhatsApp Business Platform (API) through a provider, register a number, create approved message templates, design flows with human hand-off, connect your CRM or calendar, collect opt-in, test, and monitor message costs.

AWI Digital Team 2026-10-06⏱ 3 min read

Business app or API?

WhatsApp Business appWhatsApp Business Platform (API)
CostFreePer-message fees plus provider fees
AutomationGreeting, away messages, quick repliesFull chatbot flows, integrations, broadcasts
UsersOne phone, a few devicesMulti-agent inbox and systems
Best forVery small businessesGrowing teams and automation

Set-up steps

  1. Define the top 5 conversations: pricing, booking, order status, support, quote.
  2. Pick a provider or direct API access; verify your business with Meta.
  3. Register a dedicated number (not already on personal WhatsApp unless migrated).
  4. Create and submit message templates for business-initiated messages.
  5. Build flows with clear menus and a ‘talk to a human’ option.
  6. Connect your calendar, CRM or ERP via n8n or the provider’s integrations.
  7. Add opt-in capture and an opt-out keyword.
  8. Test with real scenarios and track response times and costs.

Design tips

  • Answer in the first two lines; keep messages short.
  • Offer buttons and lists instead of free text where possible.
  • Hand off to a person for complaints, payments or anything unclear.
  • Never collect sensitive data such as card numbers in chat.

Budget

Meta bills per delivered template message by category and country; see our pricing explainer. Add provider fees and build time.

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Frequently asked questions

Can I use my existing WhatsApp number?

Often yes, but it moves to the Business Platform and stops working in the normal app; plan the migration.

Do customers need to opt in?

Yes. WhatsApp requires opt-in for business-initiated messages.

How long does setup take?

A simple flow can be live in days once the business is verified and templates are approved.

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