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Platform & Setup

Whappy is an AI assistant that talks to your leads and customers on WhatsApp and Instagram. You set it up in campaigns: you tell it about your business, choose what it asks each lead, and design the conversation as a funnel of steps. It asks your questions, answers theirs, books meetings and hands the conversation to you when you want. See What is Whappy?.
  • A modern web browser
  • A WhatsApp Business number, an Instagram professional account, or both. See WhatsApp and Instagram
  • An active plan for campaigns to run
  • Optional: a calendar (Calendly, Cal.com or GoHighLevel) for booking meetings, and Zapier, Make or a webhook to bring in leads
  1. Go to Integrations → WhatsApp
  2. Press Add new number, or Connect existing WhatsApp Business app for a number you already use in the WhatsApp Business app
  3. In the Facebook window, log in, pick your Meta Business portfolio and WhatsApp Business account, and choose the number
  4. The number appears in the Accounts tab: no IDs or tokens to type. See WhatsApp

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Funnel Configuration

A funnel is the conversation your assistant follows with each lead, step by step. To build one, open a campaign and:
  1. Describe your business on the Context page
  2. Add the details to collect on the Info page
  3. On the Funnel page, press Generate from context, or add steps with Add node and connect them
  4. Press Save changes, then Test
  5. Set your language and working hours on the Options page
See Funnel.
  • WhatsApp template: the first message to a new lead (Starts on Instagram on an Instagram-only campaign)
  • Ask information: asks the lead for one of your Info fields
  • Talk: says something to the lead
  • Support agent: answers the lead’s questions until an exit condition is met
  • Send document: sends PDFs or images from your Assets
  • Send voice note: sends a pre-recorded voice message
  • Condition: branches on a collected answer
  • A/B test: splits new leads between two paths and compares them
  • Book meeting: books on Calendly, Cal.com or GoHighLevel
  • Send data: sends what was collected to a webhook, Zapier or Make, or a WhatsApp alert
  • Close: ends the conversation, and can move the lead into another campaign
On Instagram, documents and voice notes arrive as links. See Funnel.
  1. Add a Condition step from Add node
  2. Under Check if, pick the Info field to check
  3. Choose the operator and the value: for a number, equals, greater than, less than and so on; for text, equals, contains, is empty, or a yes/no Question; for multiple choice, tick the options that count as true
  4. Under If unknown, choose which path to take when the answer is not known
  5. Connect the True and False outputs to the next steps
See Condition.
Yes. On a campaign’s Info page, add a field with Generate with AI or Add manually:
  • Text, Number or Multiple choice
  • Required (the assistant keeps asking) or optional (asked once)
  • Optional example questions to guide the assistant
Then add an Ask information step for it in the funnel. See Info.

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Lead Management

  • Test leads are created in the funnel’s Test window. A test conversation never sends a message to a real phone, but a Book meeting step books real meetings, and Send data steps send their data unless Skip test is on.
  • Real leads get real messages from your assistant, and only they count on Home and in Analytics.
Open Chats in the left menu and pick a conversation. You see every message, what was collected, and you can take over from the AI. From a campaign’s Leads page, View conversation on a lead’s row opens it too. See Chats.
Yes. Open Chats, select a conversation, and press Stop AI conversation to take over. The AI assistant stops replying and you can type directly in the message box.Press Continue AI conversation to hand it back. The lead sees one continuous WhatsApp conversation and cannot tell where the handover happened. See Conversation history.

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Integrations

Open Integrations → Calendly and connect your Calendly account. Its event types become available in the funnel’s Book meeting step. See Calendly.
Use the Whappy app on Zapier to add leads to Whappy from forms, ads, sheets or any other app, and to start a Zap when something happens in a conversation, such as a conversation closing or a Send data step. Make offers the same. See Zapier.
Send a POST request with the lead’s name, phone and any other details as JSON, with your API key in the X-API-Key header. The endpoint and key are under Integrations → Webhook. See Webhook for the exact format and examples.

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Campaign Management

On the Campaigns page, use the switch on the campaign’s row. The switch stays off while the campaign is not ready: the Ready column says what to fix first.While a campaign is stopped, nothing goes out and the assistant answers nobody. See The campaigns list.
Working hours are set per campaign on its Options page: a time zone, and the days and hours.
  • New contacts and follow-ups go out only in these hours
  • Replies go out any time: a lead who writes at night gets an answer straight away
  • Appointment reminders go out on time, whatever the hour
See Options.
Yes. The Campaigns page lists all your campaigns, each with its own funnel and leads, and each can be started and stopped on its own.From a row’s menu you can Rename, Duplicate (not campaigns for existing customers), Set as default and Delete (not while it runs).
Whether the campaign can start. A green tick means it can; an amber triangle means it can’t, and hovering it shows the first thing to fix:
  • No active subscription
  • WhatsApp not connected
  • Instagram not connected
  • First message has no number
  • Funnel incomplete
  • Needs attention — open it: something else, explained on the campaign’s own page
See The campaigns list.

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Technical & Troubleshooting

  • Open Integrations → WhatsApp and check that the number is still connected
  • Check that the template in your funnel’s first step is still approved
  • Open a failed message in Chats: it shows the reason Meta gave
  • If a number was disconnected, reconnect it. See WhatsApp
  • Contact support if it persists
  • Check your internet connection and try Save changes again
  • Open Funnel issues on the canvas: it lists steps that are not configured
  • On a Condition step, check that a field, an operator and a value are set
  • If the save says an A/B test was ended elsewhere, reload the page
  • Reload the page and try again
  1. Check that your calendar is connected under Integrations
  2. Check that the event type is active in your calendar and has free slots
  3. Open the Book meeting step and check its Meeting type
  4. Try it with a test conversation: it books a real meeting on your calendar
Verify these settings:
  • Campaign is running (green status on home page)
  • Lead phone numbers are in correct international format (+1234567890)
  • Operating hours are configured and current time is within them
  • The WhatsApp number is still connected under Integrations → WhatsApp, and Meta has cleared it to send
  • Open the conversation in Chats: a failed message shows the reason Meta gave and how to fix it
  • Lead is not marked as a test lead (unless testing)
  1. Save the funnel, then press Test on the canvas
  2. Pick a test lead or Add a test lead, and press Start
  3. Reply as the lead would. You see what the assistant says and what it collects
  4. Press Restart to try another path
A test never messages a real phone. For a wider check, switch on Rehearsal in Options → Sections.

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API & Development

Yes. Send leads to Whappy through the Webhook endpoint with your API key, receive data from the funnel with a Send data step, or connect an AI client through MCP.
Every request needs your API key in the X-API-Key header:
The key is under Integrations → Webhook. Anyone with it can add leads to your account: keep it on your server. See Webhook.
Yes. On a campaign’s Leads tab, open the actions menu and choose Export to CSV. The export contains the leads currently listed, including the information collected from them, so filters and search narrow the export too.

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Billing & Limits

Plans limit how many new leads you can start per day and per month. Home shows how many leads you have used this month out of your limit. See Plans in the account menu for the plans.
Each new lead whose conversation starts counts once. The monthly count follows your billing period.
New leads are not started until the limit resets or you upgrade. Conversations already going continue. Upgrade under Plans in the account menu.

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Security & Privacy

  • All data is encrypted in transit and at rest
  • Data is processed under the GDPR; a Data Processing Agreement is available
  • Lead data is never sold. It is shared only with the services that make Whappy work, such as Meta for WhatsApp and Instagram and our cloud and payment providers, as listed in the Privacy Policy
  • Access to your account is authenticated on every request, and the assistant’s action log deliberately stores field names only, never their values
Yes. On a campaign’s Leads page, delete one lead with the bin button on its row, or tick several and use Delete selected. Their conversations are kept. For account data removal, contact support.
Whappy runs on Google Cloud, with its services deployed in European regions. We use industry-standard encryption and security practices to protect your information.If you need a specific written commitment on data residency — for a procurement review or a DPA — contact support and we will confirm the current arrangement for your account in writing.