Connect Meta Business Agent to Kommo, prepare it to answer WhatsApp messages, and turn its replies on or off.
What you’ll need:
Any Kommo plan: Base, Advanced, Pro, or Enterprise, or a 14-day free trial.
Admin access to Kommo to install the integration.
A WhatsApp number connected to Kommo directly through the WhatsApp Business integration.
A payment method added to your WhatsApp Business Account (WABA). Follow Meta’s instructions for adding a payment method.
Keep in mind:
Each WhatsApp number can have one Meta Business Agent. To use it on several numbers, connect an agent for each number.
Your number must meet Meta’s requirements before the agent can connect.
A new Meta Business Agent is Off after connection. Set it up and test its answers before turning it on. Learn more in Set up Meta Business Agent in Kommo.
If your number already has a Meta Business Agent in Meta’s WhatsApp Manager, Kommo connects it automatically and keeps its current On or Off status.
Meta charges for using Meta Business Agent. To learn more, see Updated pricing rules for WhatsApp Business.
The Meta Business Agent integration lets you connect Meta’s AI assistant to Kommo. It answers clients’ WhatsApp messages using the business information and instructions you provide. This gives your team more time to help clients who need personal attention.
To learn more, see Meta Business Agent in Kommo overview.
This article shows how to install the integration and connect your WhatsApp number.
Connect the Meta Business Agent integration
If you’ve already installed the WhatsApp Business integration and connected your number to Kommo, follow these steps:
Go to Settings → Integration marketplace.
Find Meta Business Agent and install it.
On the Before you set up Meta Business Agent screen, review the permissions and select I understand to agree. Click Continue.
Find the WhatsApp number you want to use with Meta Business Agent in the table of connected numbers.
Click Set up next to that number.
Kommo asks you to accept Meta’s terms, then checks whether your number meets Meta’s requirements.
Note: If the WhatsApp Business integration is not installed or no number is connected to the integration, click Connect WhatsApp Business. Follow Connect WhatsApp Business to Kommo, then return to the Meta Business Agent integration.
Connect Meta Business Agent to your WhatsApp number
Step 1. Accept Meta’s terms
Accept the Meta Business Agent Terms of Service for the WhatsApp Business Account that your number belongs to:
In the Accept the Meta Business Agent terms window, click Open Meta Business Suite.
Accept the terms for the WhatsApp Business Account you want to use.
Return to Kommo and click Check status.
If your number meets all the requirements, its status changes to Eligible. Kommo then starts connecting Meta Business Agent automatically and displays the Setting up Meta Business Agent window .
Once the connection is complete, you can choose what to do next.
If you see This number isn’t eligible for Meta Business Agent, go to Step 2 to check what’s missing and what to do next.
Step 2. Complete missing Meta requirements, if needed
If your number did not connect after Step 1, Kommo shows the Step 2 of 2 window.
To complete the setup, follow these steps:
Follow Fix Meta Business Agent connection issues to check the requirements and complete any missing steps.
Return to Kommo and click Check status.
If all requirements are met, Kommo connects the agent automatically. Wait for the Meta Business Agent is ready notification.
The status in the numbers table shows Not set up until you set up the Meta Business Agent and turn it on.
Choose what to do after connecting
Once your number is connected, you’ll see the Meta Business Agent is ready window. Choose what you’d like to do next:
Set up your agent now: Click Open agent settings to add your business information and instructions, choose who the agent replies to, and test its answers. Follow Set up Meta Business Agent in Kommo.
Connect another number: Click Back to numbers to connect Meta Business Agent to another WhatsApp number.
Set up your agent later: Close the window and return to the agent’s settings whenever you’re ready.
When you’re ready to start using the agent, see Manage Meta Business Agent in Kommo.