Summary
After connecting the Wati MCP server to Claude or ChatGPT, you can manage your Wati workspace using natural language. Instead of switching between dashboards, simply tell your AI assistant what you want to do. You can manage contacts, conversations, campaigns, message templates, and other Wati resources directly from your chat. If you use Astra, you can also build, manage, and improve your AI agents from the same conversation.
This guide introduces the main capabilities available in the Wati MCP server and includes example prompts to help you get started.
Instructions
Manage your Wati workspace
The Wati MCP server lets you manage your Wati workspace without opening the Wati dashboard.
1. Manage contacts
You can:
Search for contacts
View customer profiles and engagement history
Create new contacts
Update existing contacts
Example prompts
Find all customers named Sarah.
Show me the full profile for John Smith.
Create a new contact for Jane Doe with phone number +1 555 123 4567.
2. View conversations
You can:
View active customer conversations
Read conversation history
Search conversations based on customer requests
Example prompts
Show me all active customer conversations.
Summarize my conversation with Acme Ltd.
Find conversations where customers asked about refunds.
3. Manage WhatsApp message templates
You can:
View approved WhatsApp templates
Send approved template messages
Example prompts
List my approved WhatsApp templates.
Send the Order Confirmation template to John Smith.
Note: Sending a template message delivers a real WhatsApp message to your customer. Your AI assistant will always ask for confirmation before sending it.
4. Send WhatsApp messages
You can send regular WhatsApp messages directly from your AI assistant.
Example prompt
Send a follow-up message thanking Sarah for contacting our support team.
Note: Since this action sends a real message to a customer, your AI assistant will ask for confirmation before sending it.
5. Review campaigns
You can:
View your WhatsApp broadcast campaigns
Review campaign details and performance
Example prompts
Show me my latest WhatsApp campaigns.
How did my Holiday Sale campaign perform?
Example use cases
1. How to get customer churn Insights using the Wati MCP Server
Watch this video to learn how to use the Wati MCP server to analyze your customer data, identify churned customers, and uncover opportunities to improve customer retention and grow your revenue.
2. How to create targeted campaigns using the Wati MCP Server
Watch this video to learn how to use the Wati MCP server to analyze your customer data, identify the right audience, and create targeted WhatsApp campaigns and broadcast messages that help improve engagement and drive more revenue.
Use Wati and Astra Together
When your Wati account has Astra enabled, you can manage your Wati workspace and Astra AI agents in the same conversation. Combine customer insights with AI agent management to complete more work using a single prompt.
1. Improve an Astra AI agent based on real customer conversations
Review customer conversations from the past 30 days where customers asked about refunds. Identify the most common questions my Support Agent couldn't answer, update the agent's instructions to handle those questions better, and test the updated agent with three sample refund conversations.
Uses:
Wati: Search conversations
Astra: Update agent instructions
Astra: Test agent
2. Build an AI agent and immediately use it with your Wati workspace
Build a customer support AI agent using content from <https://mywebsite.com>, publish the agent, then review my recent customer conversations and identify which conversations the new agent would have been able to resolve automatically.
Uses:
Astra: Create and publish agent
Wati: Review conversations
Astra: Analyze agent suitability
3. Improve your knowledge base from customer conversations
Find the most frequently asked customer questions from the last 90 days that my AI agent couldn't answer, create FAQ overrides for those questions, and add new knowledge base articles covering the missing information.
Uses:
Wati: Analyze conversations
Astra: FAQ overrides
Astra: Knowledge base
Authenticate your Wati account
The first time you use the Wati MCP server, your AI assistant will guide you through signing in to your Wati account.
If your session expires, you'll be prompted to authenticate again before continuing.
Report issues
If you encounter an unexpected error while using the Wati MCP server, you can ask your AI assistant to report it.
Example prompt
Report the error I just encountered while updating my agent.
Combine multiple tasks in a single request
One of the biggest advantages of the Wati MCP server is that you can complete multiple tasks in a single conversation.
For example, you can manage your Wati workspace while also working with your Astra AI agents.
Example prompt
Find high-value customers who haven't replied in the last 30 days, create a win-back list, and suggest a WhatsApp campaign to re-engage them.
Important notes
Some actions, such as sending WhatsApp messages or WhatsApp template messages, interact with real customers. Your AI assistant will always ask for confirmation before completing these actions.
Your AI assistant can only perform actions that your Wati account has permission to perform.
Astra features are available only if Astra is enabled for your Wati account.
The available capabilities may vary depending on your Wati plan and enabled features.