In the dashboard
1
Create it
Open Agents and click New Agent. It’s created straight away and opens on its page.
2
Write the instructions
Set the name and description, then fill in Instructions, which is the system prompt. See writing instructions below.
3
Pick a model
Choose the model and thinking effort. Low effort replies fastest, and higher effort thinks harder before answering. Changing these needs a paid plan.
4
Save and test
Click Save, then try it in Test Chat on the agent’s page. To test on your phone, route your sandbox chat to the agent.
From code
Generate a starting point
Don’t want to start from a blank page? Each of these creates a ready-to-edit agent in your organization.- From a Shopify store
- From files
- From a website
- From an idea
Install the Shopify app. It builds a sales agent from your store’s catalogue, policies and brand, with product search, order lookup and storefront buttons included.
id is what you connect to a number or to your sandbox chat.
Writing instructions
The instructions (the system prompt) matter more than anything else you configure. Cover four things:Scope: what it handles, and what it doesn't
Scope: what it handles, and what it doesn't
You only handle orders, returns and sizing. For anything about wholesale, point people to trade@acme.com.
Facts it can't look up
Facts it can't look up
Hours, locations, prices, policies. Anything a tool or website tool doesn’t already provide.
We’re open Monday to Friday, 9am to 5pm UK time. UK shipping is free over £50.
Voice
Voice
WhatsApp is a chat app, so ask for short messages.
Friendly and casual. Two or three short sentences at most. The occasional emoji is fine. No corporate jargon.
What to do when it's stuck
What to do when it's stuck
If you can’t help, or the customer asks for a person, hand over to support. Never invent order details.
- Customer support
- Restaurant
- Creator
What’s next
Configure tools
Connect your APIs, MCP servers and Apps.
Deploy
Put the agent on your own WhatsApp number.