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How to use Ask and Agents in Wati AI

Summary

Wati AI includes Ask and Agents, two Copilot capabilities that help your team work with your Wati workspace using AI. Ask lets you query your live Wati data using natural language, while Agents scan your workspace for specific conditions and suggest actions for you to review and approve.

This guide explains where to find Ask, what you can do with it, how Agents work, and the current limitations of these features.

Note: Ask and Agents are currently in Beta and are being released in phases to Wati customers.

Instructions

Wati AI at a glance

Wati AI includes several AI capabilities designed to help your team work more efficiently:

Pillar

Name

What it does

Who it's for

Empowers your team

Copilot

AI that helps your team work more effectively

Your team

Ask

Query your workspace and data using natural language

Your team

Agents

Automated assistants that continuously monitor your WhatsApp inbox to handle tasks such as identifying spam, flagging conversations for follow-up, and detecting high-intent contacts

Your team

In-inbox tools

AI Editor, AI summary, translation, CX scoring and more

Your team

Works independently

Astra

Autonomous AI agent that handles customer conversations end to end

Your customers

Use your own AI

Connect Agents

Deploy your own AI model across Wati's channels

Enterprise

Ask

Ask is a Copilot capability that lets you query your Wati workspace using natural language.

You can ask questions about your inbox, contacts, campaigns, templates, and other Wati data. Ask uses your live account data to provide relevant answers without requiring you to manually search through different areas of Wati.

Where to find Ask

You can access Ask from the top navigation bar anywhere in the Wati app.

For example, you can open Ask while you're on:

  • Team Inbox

  • Campaigns

  • Contacts

  • Templates

Click Ask to open the panel.

What can you do with Ask?

You can use Ask to query different areas of your Wati workspace.

Area

What you can do

Example prompt

Inbox activity

View inbox activity, contact counts, and opt-in status

"Show me today's inbox activity."

Recent conversations

View the latest customer conversations

"Who messaged me recently?"

Contact details

View a contact's profile and conversation history

"Show me everything about this contact."

Daily digest

Get a summary of the day's activity

"Give me a digest of today."

Weekly insights

Review activity trends throughout the week

"What was the busiest day this week?"

Campaigns

Check campaign performance and delivery statistics

"How did my last campaign do?"

Templates

View your approved message templates

"What templates do I have?"

Help documentation

Search Wati help articles

"How do I block a contact?"

Depending on your request, Ask may display results as:

  • Contact cards

  • Conversation summaries

  • Charts and analytics

  • Performance insights

  • Help articles

Agents

Agents are a separate Copilot capability designed for background automation. They scan your workspace for specific conditions and surface relevant contacts or conversations for you to review.

Unlike Ask, which answers questions, Agents identify specific situations and can suggest actions based on what they find.

Important: Agents do not apply actions automatically. You must review and approve a suggested action before it is applied.

Available Agents

Agent

What it looks for

What it can do

Spam Watcher

Spam or irrelevant conversations

Tag conversations as spam

Inbox Triage

Conversations that require a human response

Flag conversations for follow-up

Ready-to-Buy

Contacts showing strong purchase intent

Save contacts as a segment

How Agents work

  • Ask an Agent to scan your workspace.

    • Example: "Find chats that need follow-up."

  • Review the results presented by the Agent.

  • Approve the suggested action.

  • The Agent performs the approved action, such as applying tags or creating a contact segment.

Example workflows

You can combine Ask and Agents to investigate your workspace and organize the results.

Review today's activity and organize your inbox

  • Ask: "Give me a digest of today's activity."

  • Ask: "Show me the conversations from the digest that look urgent."

  • Ask the Inbox Triage Agent to find conversations that need follow-up.

  • Review the suggested conversations and approve the action.

Find high-intent sales leads

  • Ask the Ready-to-Buy Agent to find ready-to-buy leads from this week.

  • Review the suggested contacts.

  • Approve the action to save the contacts as a segment for your sales team.

Current limitations

The following capabilities are not currently available:

  • Scheduled or automatic reports. Digests are generated on demand.

  • Topic clustering across conversations.

  • Bulk message or campaign creation. Continue using the existing Campaigns workflow for this.

What's coming next

We're continuing to expand Ask and Agents with new capabilities, including:

  • More Agents for additional use cases

  • More actions beyond tagging and contact segmentation

  • Deeper analytics and trend detection

Your feedback helps shape future improvements. If there's a feature you'd like to see, please share your feedback with us.

Quick-start prompts

If you're not sure where to start, try one of these prompts:

  • "Show me today's inbox activity."

  • "Who messaged me recently?"

  • "Give me a digest of today."

  • "What was the busiest day this week?"

  • "How did my last campaign perform?"

  • "What templates do I have?"

  • "Show me everything about this contact."

  • "How do I block a contact?"

  • "Find chats that need follow-up."

  • "Find ready-to-buy leads from this week."

Because Agents require approval before they act, use Ask to investigate first and Agents to apply reviewed actions for a safer workflow.

Frequently Asked Questions (FAQs)

Ask

1. What is Ask in Wati?

Ask is a Copilot capability that lets you query your Wati workspace using natural language. It uses live Wati account data to answer questions about areas such as your inbox, contacts, campaigns, and templates.

2. Where can I access Ask in Wati?

You can access Ask from the top navigation bar anywhere in the Wati app, including Team Inbox, Campaigns, Contacts, and Templates.

3. What can I use Ask for?

You can use Ask to:

  • View inbox activity, contact counts, and opt-in status.

  • View recent customer conversations.

  • View a contact's profile and conversation history.

  • Get daily activity digests.

  • Review weekly activity trends.

  • Check campaign performance and delivery statistics.

  • View approved message templates.

  • Search Wati help articles.

4. How does Ask display its results?

Depending on your request, Ask may display results as contact cards, conversation summaries, charts and analytics, performance insights, or help articles.

Agents

5. What are Agents in Wati?

Agents are a separate Copilot capability designed for background automation. They scan your workspace for specific conditions and surface relevant contacts or conversations for you to review.

6. Do Wati Agents perform actions automatically?

No. Wati Agents do not apply actions automatically. You must review the results and approve a suggested action before it is applied.

7. What Agents are available in Wati?

Wati currently provides 3 Agents:

  • Spam Watcher identifies spam or irrelevant conversations and can tag them as spam.

  • Inbox Triage identifies conversations that require a human response and can flag them for follow-up.

  • Ready-to-Buy identifies contacts showing strong purchase intent and can save them as a segment.

8. How do Wati Agents work?

To use an Agent, ask it to scan your workspace, review the results it presents, and approve the suggested action. The Agent then performs the approved action, such as applying tags or creating a contact segment.

Availability and Limitations

9. Are Ask and Agents available to all Wati customers?

Ask and Agents are currently in Beta and are being released in phases to Wati customers.

10. What are the current limitations of Ask and Agents?

The following capabilities are not currently available:

  • Scheduled or automatic reports. Digests are generated on demand.

  • Topic clustering across conversations.

  • Bulk message or campaign creation. Bulk messaging and campaign creation continue to use the existing Campaigns workflow.

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