# WhatsApp agent launch card

- Source: https://simeoncreatives.com/resources/whatsapp-agent-launch-card
- Hub: AI & Business Automation

Ship an ElevenLabs WhatsApp sales agent that answers, qualifies, and refuses fake prices. Same agent on the site widget. Print this. Tick it. Then text Hello from a personal phone.

Fill Your business name and Your services in the prompt before you import the number. Do not paste a competitor’s card.
WhatsApp and the site widget are two doors on one agent. If the widget invents a price, the prompt is the bug, not the embed.

```mermaid
flowchart LR
    P["Prompt"] --> K["Knowledge"]
    K --> T["Hello / price / voice"]
    T --> C["Conversations"]
    C --> W["Site widget"]
```
*Prompt and facts first. Then three tests. Then the transcript. Then the footer widget.*

## Number and agent

- [ ] Number lives in a Meta business portfolio WhatsApp Business Account, not the WhatsApp Business app
- [ ] Account imported in ElevenLabs. Agent assigned. Unassigned inbound is ignored.
- [ ] Agent is public. Authentication off in Advanced (required for the widget).
- [ ] Chat only is off if you want voice notes. Audio message response on if it should speak back.

## Prompt, procedure, knowledge

The model will invent a price list if you leave a hole. Write the refusal. Put public fees in a document. Do not put secrets in the prompt.

- [ ] Identity names [Your business name] as an AI assistant. Goal is qualify, not close.
- [ ] Guardrail: never invent prices, discounts, client names, or availability
- [ ] Procedure: one clarifying question at a time, then offer a human consult
- [ ] Knowledge base has only facts you would put on the website. Scoped fees if they are public.
- [ ] Workflow: welcome → qualify → handoff. No fake “take over this chat” button.
  Human handoff on WhatsApp is not shipped yet. Watch Conversations.

## Three tests before you tell anyone the number

| Test | Pass | Fail |
| --- | --- | --- |
| Text Hello from a personal phone | Short greeting. Names Your business. Says it is an AI assistant. | Silent, or pretends to be a named human |
| Ask how much it costs | Refuses a fake menu. Asks one scoping question. | Quotes a number that is not in knowledge |
| Send a voice note | Transcribes. Replies in the configured voice if audio is on. | Silence. Chat only still on. |

- [ ] Same thread is in Conversations. That is how you know what it said at 10:30 p.m.

## Same agent on the website

- [ ] Channels → Widget. Orb (or image) and terms published. Voice plus text if you want both.
- [ ] elevenlabs-convai tag in the shared HTML with YOUR_AGENT_ID. Agent public.
- [ ] Your domain on the Security Allowlist
- [ ] Embed script loads after first click or tap, not in head (protects Largest Contentful Paint (LCP))
- [ ] Widget sits bottom-right. Cookie banner wins the z-index.
- [ ] Start a call on the site. Ask the price. Same refusal as WhatsApp.

## Related guides

- [How to build a WhatsApp AI sales agent with ElevenLabs](https://simeoncreatives.com/blog/whatsapp-ai-sales-agent-elevenlabs)
- [Which business processes to automate with AI](https://simeoncreatives.com/blog/which-business-processes-to-automate-with-ai)
- [Human-in-the-loop for n8n and LLM jobs](https://simeoncreatives.com/blog/human-in-the-loop-n8n-llm-jobs)