Campaign Context is the foundation of your WhatsApp automation. This is where you define who your AI assistant is and what it’s trying to achieve in conversations with leads.

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Setting Up Your Context

Navigate to Campaign → Context to configure these essential details:

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WhatsApp Name

This is the name that appears on your lead’s phone when they receive messages. Examples:
  • Sarah from TechCorp
  • Mike - Web Design
  • +1-555-0123 (your business number)
  • Lisa | Marketing Agency
This name shows up in the lead’s WhatsApp contact list, so make it professional and recognizable.

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Business Activity

Describe what your business does so the AI understands your industry and services. Examples:
  • We provide web design and development services for small businesses
  • Digital marketing agency specializing in Facebook and Google ads
  • Real estate agent helping first-time home buyers in Austin, Texas
  • Business consultant for e-commerce companies looking to scale

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Conversation Objective

Tell the AI what you want to accomplish in these conversations. Examples:
  • Qualify leads for our web design services and book discovery calls
  • Find out their marketing budget and schedule strategy sessions
  • Understand their home buying needs and arrange property viewings
  • Assess their business challenges and offer consultation packages

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Additional Information (Optional)

Any extra context that helps the AI have better conversations. Examples:
  • We work with budgets starting from $5,000. Focus on clients in the US and Canada
  • Our typical project timeline is 4-8 weeks. We specialize in Shopify stores
  • I've been in real estate for 10 years and focus on properties under $500K

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How the AI Uses This Information

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Conversation Style

The AI uses your business context to speak appropriately for your industry and maintain a consistent personality throughout conversations.

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Qualification Questions

Based on your objectives, the AI knows what information to collect and how to steer conversations toward your goals.

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Natural Responses

The additional information helps the AI answer common questions about your services, pricing, and process naturally.

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Best Practices

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WhatsApp Name

  • Keep it personal: Use a real name when possible
  • Add context: Include your business or role if helpful
  • Stay professional: Avoid nicknames or casual language
  • Be consistent: Use the same name across all communications

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Business Description

  • Be specific: “Web design” is better than “technology services”
  • Include your niche: Mention your specialty or target market
  • Keep it conversational: Write how you’d explain it to a friend
  • Focus on benefits: What problems do you solve?

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Conversation Goals

  • Be clear about the outcome: What happens when qualification is successful?
  • Include next steps: Mention calls, meetings, or demos you want to book
  • Set expectations: What level of interest or budget you’re looking for

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Additional Context

  • Mention typical budgets: Helps AI qualify leads appropriately
  • Include timelines: When do projects usually start or complete?
  • Add geographic focus: If you serve specific locations
  • Note key differentiators: What makes you unique?

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Examples by Industry

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Web Design Agency

  • Name: Sarah - Web Design
  • Activity: We create custom websites for small businesses and startups
  • Objective: Qualify leads for web design projects and schedule discovery calls
  • Additional: Projects typically range from $3K-15K with 4-6 week timelines

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Business Consultant

  • Name: Mike | Business Growth
  • Activity: Business consultant helping companies scale their operations
  • Objective: Identify growth challenges and book strategy consultations
  • Additional: I work with businesses doing $500K+ annually looking to double revenue

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Real Estate Agent

  • Name: Lisa Chen - Austin Realtor
  • Activity: Real estate agent specializing in Austin area home sales
  • Objective: Understand home buying needs and schedule property viewings
  • Additional: I focus on first-time buyers with budgets $200K-500K

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Testing Your Context

After setting up your context:
  1. Review for clarity: Does each field clearly explain your business?
  2. Check the tone: Does it match how you normally communicate?
  3. Consider lead perspective: Would this make sense to someone unfamiliar with your business?
  4. Test with others: Have colleagues review for clarity and professionalism

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Next Steps

Once your context is set up:
  • Define what information to collect from leads in the Info section
  • Build your conversation flow in the Funnel builder
  • Configure your operating hours in Options
Your campaign context provides the foundation for all AI conversations, so take time to make it clear and comprehensive!
You can update your context anytime, but changes will only apply to new conversations. Existing conversations continue with the original context.