WhatsApp / AI Customer Agent

Put an AI Customer Agent on the WhatsApp you already use

Connect Personal WhatsApp through Dealism Desktop. Keep the linked-device session on your own computer while Dealism helps answer customer questions, recommend next steps, and pause for human handoff.

Meta Business PartnersPersonal WhatsApp · Desktop onlyLocal linked-device connection
WhatsApp
A customer asks about a plan in WhatsApp and Dealism qualifies the sales inquiry
Is Starter right for our five-person team?

Starter looks like a strong fit.

Which channels do you want to connect?

Messages sent

1,380

↗ 15% conversion rate

Choose your connection

Choose the WhatsApp Setup That Fits Your Business

Dealism supports two distinct ways to work with WhatsApp. Choosing the right one at the beginning keeps setup and expectations clear.

  1. 1Keep Your Number
    You are on the right page.

    Connect Personal WhatsApp through Dealism Desktop. This route is designed for people and small businesses that want help with customer conversations on the number they already use. You are on the right page.

    Keep Your Number

  2. 2Choose WABA

    Choose WABA if your business needs an API-based WhatsApp setup, approved message templates, or infrastructure intended for a growing messaging operation. Explore Dealism for WABA

    AnswerRoute

    Choose WABA

The real front desk

Your Customers Already Treat WhatsApp Like Your Front Desk

“They ask whether something is available. They want a price, an appointment, a recommendation, or an update. Some send a complete request. Others begin with ‘Hi’ and explain what they need one message at a time.”

Why a faster greeting is not enough

For a small business, WhatsApp automation can reduce repeated attention switching without moving customers to a new channel. Waiting until later means a useful inquiry can disappear beneath newer chats.

The hard part is not sending the same greeting faster. It is understanding which question can be answered, which customer needs another question, and which conversation deserves your attention now.

Dealism adds a trained AI Customer Agent to help with that work while keeping you available for the moments where a person matters.

Conversation flow

Let AI Handle the Repeatable Parts of the Conversation

A fixed auto-reply can acknowledge a message. A WhatsApp AI Customer Agent can continue the open-ended conversation.

01

A customer sends a message

Read this step

The conversation begins on the WhatsApp number they already know. There is no new destination for the customer to learn.

I need help choosing a plan.
Happy to help—how many people need access?
02

The Agent understands the request

Read this step

Dealism uses the business knowledge and instructions you provide to identify the topic, interpret intent, and recognize which details are missing.

Live intent analysis

IntentProduct fit
KnownSmall team
MissingTimeline · workflow
03

The Agent gives the conversation direction

Read this step

It can answer from approved information, ask a useful follow-up question, recommend an option, or guide the customer toward the next action you have defined.

01

Answer

02

Qualify

03

Guide

04

You step in when needed

Read this step

When the customer asks for an exception, wants to negotiate, needs specialist judgment, or simply requests a person, the conversation can move to you or your team with its context intact.

Assigned to Sales

WhatsApp · context ready

Small team · interested this month · wants plan comparison

Grounded in your business

Give Every Message a More Useful Next Step

Train your Agent with the information customers are allowed to receive: products, services, pricing, policies, business hours, availability, qualification criteria, and approved next steps.

How the Agent stays grounded

Then define its role. A Dealism AI agent for WhatsApp can help your business answer, qualify, recommend, and guide customers within the boundaries you approve.

The Agent should work from the knowledge and boundaries you provide. If the information is missing or a decision falls outside those boundaries, handing off is more useful than inventing an answer.

See how the AI Customer Agent works
Dealism AI Customer Agent analyzing a customer reply and preparing a recommended response

6 things your WhatsApp Agent can do

01

Answer open-ended product and service questions

02

Ask for the information required to understand the customer’s need

03

Recommend a suitable product, service, or action

04

Identify buying or booking intent

05

Guide the customer toward a link, appointment, or team member

06

Recognize when it should stop and ask a person to take over

Real WhatsApp messages

Built for the Way Customers Actually Message

WhatsApp conversations are rarely tidy forms. Dealism helps turn ordinary messages into clearer next steps.

Approved pricing

“How much does it cost?”

How Dealism handles it

The Agent can share approved pricing, explain what is included, and identify when the customer needs a custom quote.

●  Incoming WhatsApp message

Product recommendation

“Which option is right for me?”

How Dealism handles it

It can ask what the customer is trying to achieve and use your product or service information to suggest a relevant direction.

●  Incoming WhatsApp message

Booking intent

“Are you available tomorrow?”

How Dealism handles it

It can collect the details you require before sending the customer toward the appropriate booking process or team member. See how an AI Customer Agent works for local services.

●  Incoming WhatsApp message

Order context

“Can you help with my order?”

How Dealism handles it

It can gather the initial context and follow the support path you define, without pretending to know order information it cannot access.

●  Incoming WhatsApp message

Human handoff

“I need to speak to someone.”

How Dealism handles it

It can recognize the request and make room for a human response instead of forcing the customer through unnecessary questions.

Personal WhatsApp · Desktop required

Download first. Connect locally. Keep your number.

Personal WhatsApp connects only through Dealism Desktop. Install the app, sign in, and authorize the number with WhatsApp’s linked-device QR flow.

01

Local device connection

The linked-device session runs through Dealism Desktop on your computer, rather than the retired cloud-hosted Personal WhatsApp path.

02

Lower connection risk—not zero risk

Local authorization reduces connection exposure compared with the old cloud path. WhatsApp account, consent, and messaging rules still apply.

03

Keep the computer on

Your computer must stay powered on, awake, online, and running Dealism Desktop. Sleep, quit, or network loss can interrupt replies.

04

The full workspace on Desktop

Desktop includes the current Dealism workspace features available on Web. Personal WhatsApp conversations remain Desktop-only.

Setup · about five minutes

Connect Personal WhatsApp in six steps

Use the official desktop download and WhatsApp’s linked-device authorization flow. The setup stays on your computer.

Dealism Desktop download page for macOS and Windows
Dealism Desktop download page for macOS and Windows
WhatsApp Personal App channel card in Dealism Desktop
WhatsApp Personal App linked-device QR authorization in Dealism Desktop
WhatsApp Personal App linked-device QR authorization in Dealism Desktop
WhatsApp Personal App channel card in Dealism Desktop
Dealism Desktop download page for macOS and Windows

Supported computers

Apple Silicon Mac · macOS 13+ · Windows desktop · Intel Macs are not supported

Download Dealism Desktop

Personal WhatsApp messages do not sync to Dealism Web or mobile. WABA and eligible WhatsApp Business App Coexistence follow separate official business authorization paths.

Use attention deliberately

Stay in the Conversation Without Staying on Your Phone All Day

The goal is not to remove the business owner from WhatsApp. It is to use attention more deliberately.

AI Customer Agent

Repeatable questions and early discovery

AI answers common questions, gathers context, and keeps the conversation moving.

You and your team

Decisions, exceptions, and relationships

Step in with the conversation context ready—no repeated questions or visible reset.

Explore the unified inbox

Responsible use

Built for Customer Conversations—Not Unsolicited Blasting

This WhatsApp experience is intended to help manage legitimate business conversations, especially when a customer has contacted you or an existing relationship already allows the exchange.

Read the messaging boundaries

It is not positioned as a tool for scraped phone lists, artificial activity, or indiscriminate cold-message campaigns. You remain responsible for using WhatsApp in accordance with its terms, respecting customer choices, and following applicable privacy and messaging rules.

If your use case requires approved templates or automated WhatsApp campaigns, review the Dealism WABA channel instead of assuming the desktop connection has the same capabilities.

Review Dealism for WABA

Questions before you connect

Frequently Asked Questions

Download and open Dealism Desktop, sign in with the same Dealism account, then connect WhatsApp Personal App from Channels. The Personal WhatsApp authorization is completed inside the desktop app, not Dealism Web.

Personal WhatsApp uses a local linked-device session on your computer. Dealism Desktop keeps that session available to the AI Customer Agent without using the retired cloud-hosted Personal WhatsApp connection path.

Keeping the linked-device session on your own computer reduces connection exposure compared with the retired cloud-hosted Personal WhatsApp path. It does not remove WhatsApp enforcement risk: normal account, consent, and messaging rules still apply.

Yes. For Personal WhatsApp, the computer must remain powered on, awake, connected to the internet, and running Dealism Desktop. If the computer sleeps, the app closes, or the network disconnects, continuous replies may stop.

Dealism Desktop includes the current Dealism workspace features available on Web. Personal WhatsApp conversations are the exception: they stay in Dealism Desktop and do not sync to Dealism Web or mobile.

Dealism Desktop supports Windows computers and Macs with Apple M-series chips running macOS 13 or later. Intel-based Macs are not currently supported.

On Android, open WhatsApp, tap the menu, then Linked devices and Link a device. On iPhone, open WhatsApp Settings, then Linked Devices and Link a Device. Complete your phone authentication and scan the QR code shown in Dealism Desktop.

Refresh the QR code in Dealism Desktop and scan again. Also confirm that the phone is online, WhatsApp has an available linked-device slot, and the computer has a stable internet connection.

No. Personal WhatsApp through Dealism Desktop is a local linked-device connection. WABA and eligible WhatsApp Business App Coexistence use Meta's official business authorization paths, work across supported Dealism clients, and do not require an always-on computer.

Use the official Dealism Desktop download page for the current macOS and Windows installers. Download Dealism Desktop

Dealism.WhatsApp conversations, made useful.