WhatsApp Business AI in India: A Setup Checklist
WhatsApp is a key customer channel for many Indian businesses. AI may help with repetitive questions, but account eligibility and features can vary. Use this checklist to prepare and test responsibly.
1. Confirm feature availability
Business messaging features can vary by country, account type, rollout and product version. Check the current WhatsApp Business app or Meta Business documentation rather than relying on screenshots from another account.
2. Prepare accurate business information
- Business description and service area.
- Opening hours and holiday exceptions.
- Product or service catalogue and current prices.
- Booking, delivery, cancellation and refund policies.
- Human support contact and escalation hours.
3. Define what automation must not do
Do not allow an assistant to invent stock, discounts, delivery promises or policy exceptions. Escalate complaints, sensitive matters, payment disputes and unusual requests to a person.
4. Test with realistic questions
Try common questions, ambiguous requests, misspellings, local-language messages and questions for which no approved answer exists. Confirm the assistant says it does not know when appropriate.
5. Protect customer trust
Use only the minimum information needed. Review platform terms, privacy obligations and consent requirements that apply to your business. Make human support easy to reach.
6. Measure the pilot
Track response time, correct resolution, handoff rate, customer complaints and qualified enquiries. Review a sample of conversations regularly and disable or narrow the feature if quality falls.
Useful official starting points
This guide is educational. Product interfaces, prices, availability and applicable rules can change. Verify current details before using a workflow with customers or business data.