Summary
This guide walks you through connecting Wati with Astra using the Bring Your Own AI (BYOA) option. Once integrated, Astra can learn from your historical Wati conversations and deliver more accurate responses. You’ll also be able to escalate chats smoothly to human agents through the Wati Team Inbox.
Instructions
Connecting Wati to Astra through BYOA lets you use Astra as your AI agent while keeping Wati as your main communication platform. Before integrating, make sure your Astra account is set up and ready.
What the integration includes
Conversation sync for intelligent training
Astra automatically pulls your historical Wati chat data. This improves training and helps your agent respond with higher accuracy.
Seamless human agent escalation
When a conversation needs human support, it can be handed off from Astra to the Wati Team Inbox without disruption.
Steps to integrate Wati with Astra
Follow these steps to complete a smooth setup.
Step 1: Log into Astra
Sign in using your Wati credentials.
If you’re already logged in to Wati, go to User Management → Bring Your Own AI and select Build with Astra. You’ll be redirected to the Astra login page, where you can sign in using your Wati credentials.
Step 2: Choose an agent template
Select the template that best fits your use case.
Step 3: Set up the WhatsApp channel
Choose WhatsApp as the channel and customize the agent instructions based on your needs.
Step 4: Add the assignment rule in agent instructions
Under Escalation to Human Support, add the instruction for the agent to use an action. E.g. “Use this action:”
Then click on actions button to add the action for the assignment.
Select Assign to user action and click on Confirm.
Next select a user to assign from the dropdown list and Save action.
Next you should see the action added under My Actions. Click on it to add it in the agent instructions.
Click on Save changes once you are done updating the agent instructions.
Step 5: Install the agent
When you’re ready, select Install agent and choose the WhatsApp number connected to your Wati account. If you have multiple numbers, use the dropdown menu to pick the one you want to connect.
You can also sync up to 60 days of your Wati conversation history so the agent can provide more helpful and context-aware responses.
When you’re finished, click Save and deploy.
After completing these steps, Wati and Astra will be fully connected. Astra will begin learning from your historical chats, and escalations to human agents will flow smoothly into the Wati Team Inbox.
Log into your Wati account to verify
Log into your Wati account.
Click on Astra in the main menu.
You will see an Astra AI agent created automatically. When you create and deploy an AI agent in Astra, the agent is automatically created in Wati.
For assignment purposes, an automation rule based on your Astra agent configuration - is automatically created under Rules in Wati.
