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 integration via BYOA is available only for Wati customers on the Pro and Business plans.
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 click Install 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.
Frequently Asked Questions (FAQs)
General questions
1. What is the Astra BYOA integration with Wati?
It allows you to connect Astra as your AI agent while continuing to use Wati as your main communication platform. Astra learns from your Wati conversations and can hand off chats to human agents when needed.
2. Who can use the Astra integration?
The integration is available only for Wati customers on the Pro and Business plans.
3. What benefits does the integration provide?
It syncs historical conversations for better AI training and enables smooth escalation from Astra to human agents in the Wati Team Inbox.
Setup and configuration
4. How do I start connecting Wati to Astra?
Log in to Astra using your Wati credentials, or go to User Management → Bring Your Own AI in Wati and select Build with Astra to be redirected to the Astra login page.
5. How do I configure the WhatsApp channel for the agent?
Select WhatsApp as the channel and customize the agent instructions based on your use case before installing the agent.
6. How do I set up escalation to a human agent?
In the agent instructions, add an action under Escalation to Human Support, choose Assign to user, select the user from the dropdown list, and save the changes.
Deployment and verification
7. How do I install and deploy the Astra agent?
Click Install agent, choose the WhatsApp number connected to your Wati account, optionally sync up to 60 days of conversation history, then click Save and deploy.
8. How can I confirm the integration is successful in Wati?
Log in to Wati and open Astra from the main menu. You should see the agent created automatically, along with an automation rule under Rules based on your Astra configuration.