Summary
The Wati Model Context Protocol (MCP) server lets you manage your Wati workspace using natural language through an AI assistant such as ChatGPT or Claude. Instead of switching between dashboards, you can ask your AI assistant to manage contacts, review conversations, send WhatsApp messages, monitor campaigns, analyse customer data, and perform multiple tasks in a single request. If Astra is enabled for your Wati account, you can also build, manage, and improve your Astra AI agents from the same conversation.
This guide introduces the capabilities available in the Wati MCP server and includes example prompts to help you get started.
Instructions
Use the table below to quickly review the capabilities available in the Wati MCP server:
Capability | What you can do |
Channels | View every messaging channel connected to your Wati account, including WhatsApp, Instagram, Messenger, and TikTok. |
Contacts | Search, create, and update contacts, view customer profiles, retrieve contact counts, and assign contacts to teams. |
Conversations | View, search, and summarise conversations, and assign conversations to human operators or bots. |
WhatsApp template messages | View approved WhatsApp template messages and send template messages. |
WhatsApp messages | Send WhatsApp messages to customers. |
Campaigns | Review WhatsApp broadcast campaigns and campaign performance. |
Customer analytics* | Ask plain-language questions about your Customer Data Platform (CDP) data. |
Astra AI agents** | Build, improve, test, and analyse Astra AI agents using customer conversations. |
Feedback | Report issues and capability requests directly from your AI assistant. |
Note:
Customer analytics is currently available as an early access feature.
Astra AI agent capabilities are available only if Astra is enabled for your Wati account.
Manage your Wati workspace
1. View connected channels
Use natural language to view every messaging channel connected to your Wati account.
You can:
View all connected messaging channels.
Check whether WhatsApp, Instagram, Messenger, or TikTok are connected.
Example prompts
Show me all connected channels.
Which messaging channels are connected to my Wati account?
Is my TikTok account connected?
2. Manage contacts
Use natural language to manage contacts without opening the Wati dashboard.
You can:
Search for contacts.
View customer profiles and engagement history.
Create new contacts.
Update existing contacts.
Retrieve the total number of contacts.
Filter contact counts by creation date.
Assign contacts to one or more teams.
Example prompts
Find all customers named Sarah.
Show me the full profile for John Smith.
Show me the profile for +1 555 123 4567.
Create a new contact for Jane Doe with phone number +1 555 123 4567.
How many contacts do I have?
How many contacts were created this month?
Assign John Smith to the Sales team.
3. View conversations
Use natural language to review, search, and manage customer conversations.
You can:
View active customer conversations.
Read conversation history.
Search conversations based on customer requests.
Assign conversations to a human operator.
Hand conversations back to the bot.
Example prompts
Show me all active customer conversations.
Summarise my conversation with Acme Ltd.
Find conversations where customers asked about refunds.
Assign this conversation to [email protected].
Hand this conversation back to the bot.
4. Manage WhatsApp template messages
Use natural language to manage your approved WhatsApp template messages.
You can:
View approved WhatsApp template messages.
Send approved WhatsApp template messages to customers.
Example prompts
List my approved WhatsApp template messages.
Send the Order Confirmation template to John Smith.
Important: Sending a WhatsApp template message sends a real WhatsApp message to your customer. Your AI assistant will always ask for confirmation before sending it.
5. Send WhatsApp messages
Use natural language to send WhatsApp messages directly from your AI assistant.
Example prompt
Send a follow-up message thanking Sarah for contacting our support team.
Important: Sending a WhatsApp message sends a real message to your customer. Your AI assistant will always ask for confirmation before sending it.
Regular WhatsApp messages can only be sent within 24 hours of a customer's last message. If the 24-hour customer service window has expired, you must use a WhatsApp template message to continue the conversation.
6. Review campaigns
Review your WhatsApp broadcast campaigns without opening the Wati dashboard.
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?
7. Analyse customer data (Early Access)
Use natural language to ask questions about your Customer Data Platform (CDP) data without creating reports or writing queries.
You can:
Ask plain-language questions about your customer data.
Analyse customer trends and performance.
Example prompts
How many new customers did I acquire this month?
Which customer segment generated the most purchases?
Show me my highest-value customers.
Note: Customer analytics is currently available as an early access feature.
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
If Astra is enabled for your Wati account, you can manage your Wati workspace and Astra AI agents from the same conversation. This allows you to combine customer insights with AI agent management using a single prompt.
1. Improve an Astra AI agent using customer conversations
Use customer conversations to identify knowledge gaps and improve your Astra AI agent.
Example prompt
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.
This prompt will:
Review customer conversations.
Identify common unanswered refund questions.
Update the Astra AI agent's instructions.
Test the updated Astra AI agent.
2. Build an Astra AI agent and analyse customer conversations
Build a new Astra AI agent and immediately evaluate how it could support your existing customer conversations.
Example prompt
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.
This prompt will:
Build and publish an Astra AI agent.
Review recent customer conversations.
Identify conversations the Astra AI agent could have resolved automatically.
3. Improve your knowledge base using customer conversations
Identify knowledge gaps from customer conversations and improve your AI experience.
Example prompt
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.
This prompt will:
Analyse customer conversations.
Identify unanswered customer questions.
Create FAQ overrides.
Add new knowledge base articles to address missing information.
4. Report issues and feedback
If you encounter an unexpected error or discover a capability that you'd like the Wati MCP server to support, you can ask your AI assistant to report it.
Example prompts
Report the error I just encountered while updating my agent.
Report that I'd like the Wati MCP server to support bulk contact updates.
Submit feedback that campaign filtering should support labels.
Combine multiple tasks in a single request
One of the biggest advantages of the Wati MCP server is that it can complete multiple related tasks within the same conversation. Instead of sending separate prompts, you can combine actions across your Wati workspace and Astra AI agents into a single request.
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.
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 authentication session expires, your AI assistant will prompt you to sign in again before continuing.
Important notes
Some actions, such as sending WhatsApp messages and WhatsApp template messages, interact with real customers. Your AI assistant will always ask for confirmation before completing these actions.
Regular WhatsApp messages can only be sent within 24 hours of a customer's last message. If the 24-hour customer service window has expired, you must use a WhatsApp template message to continue the conversation.
When your AI assistant requests permission to perform an action, choose Always allow to let it complete follow-up actions automatically during the current conversation, or choose Allow once to require confirmation before each action.
Your AI assistant can only perform actions that your Wati account has permission to perform.
Astra AI agent capabilities are available only if Astra is enabled for your Wati account.
Available capabilities may vary depending on your Wati plan and enabled features.