Setup & Training Your AI Agent
Overview
Getting your WhatSnap AI Agent up and running is straightforward. This guide walks you through installation, connection, and the critical training process that makes your agent uniquely effective for your business.
Step 1: Installation & Connection
For WhatsApp
Navigate to the WhatSnap plugin within your GoHighLevel sidebar
Click "Link your WhatsApp Account"
A QR code will appear (just like WhatsApp Web)
Open WhatsApp on your phone → Settings → Linked Devices → Link a Device
Scan the QR code
Note: You can link personal or business WhatsApp accounts.
For iMessage & SMS
For iMessage and SMS channels, refer to the respective setup guides in the Account Management section, then return here to configure your AI agent.
Step 2: Training Your Agent
Once connected, the onboarding wizard guides you through training the AI brain.
Define Your Agent's Role
Give your agent an identity:
Name: Choose a human name (e.g., "Dinah", "Marcus", "Sophie")
Job Title: Define their role (e.g., "Sales Support Rep", "Customer Success Agent")
Scan Your Website
Paste your business URL (e.g., https://your-business.com)
What happens behind the scenes:
WhatSnap crawls your site to understand your products, pricing, hours, and brand voice
It creates a comprehensive dataset automatically
Your agent gains instant knowledge about your business
Review Auto-Generated Prompts
The system will auto-generate:
Core Mission
The goal of your agent
Main Offer
Your pricing and packages
Conversation Context
How leads are finding you (e.g., via Instagram Ads)
Pro Tip: Review these text blocks and make edits if necessary. The AI usually gets it 95% right on the first try.
Generate Your Agent
Click the button to synthesize the knowledge blueprint. Your agent is now ready for testing.
Step 3: The Sandbox (Reinforcement Learning)
Before going live, interact with your Agent in the testing window. This is where you refine its intelligence.
Test Your Agent
Chat with it: Ask about pricing, location, or services
Test edge cases: Try unusual questions your leads might ask
Send images: The Agent has "eyes" and can analyze photos to provide context-aware responses
Train with Feedback
If the Agent gives a wrong or generic answer:
Click the Thumbs Down 👎 icon
A box will appear asking "What was wrong?"
Type the correct information (e.g., "In the future, ask for their email address directly so I can send the brochure")
The Agent immediately retrains and marks itself as "Trained"
Sandbox Limit: You have approximately 25 test messages in the sandbox before you need to activate your trial to continue testing in the real world.
Step 4: Knowledge Base Enhancement
Expand your agent's knowledge beyond your website.
Upload Documents
PDF menus
Brochures
Pricing sheets
Service catalogs
Custom Q&A
Manually add specific Questions and Answers to hard-code responses for frequent inquiries:
Best Practices for Training
Be specific with corrections: Instead of "that's wrong", explain exactly what the correct answer should be
Test common scenarios first: Pricing questions, availability, location queries
Include objection handling: Train your agent on how to respond to "it's too expensive" or "I need to think about it"
Update regularly: As your business changes, update the knowledge base
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