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How to integrate Wati with Astra via Bring Your Own AI (BYOA)

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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.

Note:

  • Astra can be integrated with Wati using the BYOA feature, and this requires the Wati Pro or Business plan.

  • To integrate your own custom AI agent with Wati via BYOA, you need to purchase the Wati's BYOA add-on ($100 USD per month).

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.

  • Select Build with Astra and click on Proceed to Astra. You’ll be redirected to the Astra login page, where you can sign in using your Wati credentials and continue.

Step 2: Choose an agent role

  • Select the agent role that best fits your use case.

Note:

  • If you are new to Astra, you will see a welcome page where you can select the agent role to get started.

  • If you already have an Astra account, go to Agents and click + New agent to create a new agent.

Step 3: Set up the WhatsApp channel

  • Select WhatsApp as the channel, add your business website URL to provide context and click on Create my agent to create the agent.

After selecting a role:

  • Choose the channel - Web or WhatsApp.

  • Enter your website URL so Astra can understand your business context.

  • Click Create my agent.

Astra will take a moment to apply the branding, understand the context, automatically apply smart defaults and generate your agent based on your selections.

Step 4: Add the assignment rule in agent instructions

  • Under Escalation, 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 team/user/bot 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.

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.

How to connect your Wati account with Astra (manual setup)

Note: If your Wati account is hosted on the EU data center (for example, your account URL looks like eu.wati.io/tenant_id), follow the steps below to create your Astra account and connect it with Wati:

Step 1: Create your Astra account

Step 2: Start the Wati integration in Astra

  • Go to the Action Library in Astra.

  • Select any Wati action.

  • In the setup popup, click Set up manually.

Step 3: Get API details from Wati

  • Open your Wati dashboard.

  • Go to Connectors API page → API Docs.

  • Copy the following details:

    • API Endpoint

    • Access Token

Step 4: Add Wati credentials in Astra

  • Go back to Astra.

  • Paste the copied API Endpoint and Access Token into the respective fields.

  • Click Connect to save the configuration.

Step 5: Create and deploy your Astra agent

  • Create or select an agent.

  • Choose WhatsApp as the channel.

  • Complete the setup and deploy the agent.

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.

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