---
title: "WhatsApp"
description: "Guide to integrate WhatsApp with Sarah using AI assistant"
keywords: ["whatsapp", "ai", "assistant", "chatbot", "integration"]
lastUpdated: "2026-04-07"
---

# WhatsApp

Sarah includes an **AI assistant** integrated with WhatsApp that allows your customers to query products, place orders, and get support directly from WhatsApp.

## Features

- 🤖 **AI Assistant**: Responds to queries using artificial intelligence
- 📦 **Product Queries**: Customers can search products by name or code
- 🛒 **Order Creation**: Customers can build orders directly via WhatsApp
- 📊 **Data Access**: Assistant can query sales, products, stock, etc.
- 🎯 **Multi-company**: Supports customers who are contacts of multiple companies
- 💬 **Conversation Context**: Maintains context from previous conversations

## Enabling in Sarah

1. Log in to Sarah.
2. Go to **Settings > Integrations > WhatsApp** and complete the steps shown in the app.
3. Under **Company**, set the WhatsApp number linked to the assistant when the screen asks for it.

If you need the channel enabled or a number linked, contact Sarah support with your account details.

## Functionalities

### Product Queries

Customers can search products:

**Query examples:**
- "Do you have product X?"
- "I'm looking for code 12345"
- "How much does product Y cost?"
- "Do you have stock of Z?"

**Assistant response:**
```
Yes, we have [Product X] available.
Price: $1,500.00
Stock: 10 units
Code: ABC-001
```

### Order Creation

Customers can build orders directly:

**Conversation example:**
```
Customer: I want 2 units of product ABC-001
Assistant: Perfect, I added 2 units of [Product] to your order.
          Partial total: $3,000.00
          Would you like to add anything else?

Customer: No, that's all
Assistant: Your order is ready:
          - 2x [Product] = $3,000.00
          Total: $3,000.00
          Do you confirm the order?
```

### Sales Queries

Customers can query their sales:

**Examples:**
- "What are my latest purchases?"
- "How much did I spend this month?"
- "Do I have any pending sale?"

### Support

Assistant can help with problems:

**Example:**
```
Customer: I have a problem with my order
Assistant: I'm sorry to hear that. Could you tell me more details?
          [Assistant tries to help based on the situation]
```

## User Types

### Company Owners

If the WhatsApp number matches the one you configured in Sarah as your company's assistant number:

- Full access to company data
- Can query sales, products, stock, etc.

### Registered Contacts

If the number belongs to a contact in your account:

- Can query products from companies where they're a contact
- Can create orders
- If contact of multiple companies, can choose which one to interact with

**Selection example:**
```
Assistant: I see you're a contact of several companies:
          1. Company A
          2. Company B
          Which one do you want to talk to today?
```

### Prospects

If number is not registered:

- Receives general information about Sarah
- Can be converted to contact
- No access to specific data

## Privacy

- Each company only sees its own information through the assistant.
- Contacts only access what is linked to their business relationship with you.

## Troubleshooting

### Messages don't arrive or the channel doesn't respond

1. Confirm the integration is active under **Settings > Integrations > WhatsApp**.
2. Check the assistant number under **Company** is correct.
3. If it persists, contact support with approximate time and a test number (avoid sharing unnecessary sensitive data).

### Assistant doesn't respond correctly

1. Verify the person is saved as a **contact** with suitable permissions.
2. Check the contact is linked to the company they're trying to reach.
3. If it still fails, contact Sarah support.

### Orders don't create

1. The person must be a **registered contact**.
2. Products must exist and, where applicable, have available stock per your settings.

## Best Practices

1. **Register contacts**: Keep your contact list in Sarah up to date
2. **Keep products updated**: Assistant queries data in real time
3. **Review conversations**: Monitor conversations to improve
4. **Define support paths**: Make sure your team knows how to handle customer inquiries

## Support

If you need help:

1. Check integration status and company/contact data in Sarah
2. Contact Sarah support with issue details and your account information