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Configured business knowledge
A clearer evaluation process
Understand whether the business can use the service before spending time building around it. Eligibility and test tools help your team make an informed choice instead of assuming every account qualifies.
Automation & AI · Meta AI agent
Keep Meta AI and your team’s WhatsApp handover clear.
SAYLS includes a separate Meta AI Agent workspace for eligible WhatsApp Business accounts. Review eligibility, prepare business knowledge and test the agent before deciding whether it should handle real customer conversations.
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See the task in actionWhatsApp
Meta AI · eligible accountsYOUR WORKFLOWWhatsApp enquiry
“Can I speak with your team about this?”
Configured business knowledge
I’ll pass this conversation to the team for a personal response.
A clear route to your team
Use the available Meta agent controls for eligible accounts.
The task behind the feature
When an AI launch needs more than an on switch
AI replies need a clear boundary with your human team.
Meta's agent has its own eligibility, terms and billing requirements. Treating it as a universal feature that works on every number would create the wrong expectation. SAYLS brings key setup and thread-control tools into the CRM so an eligible business can evaluate the agent while keeping the customer conversation connected to its team.
See how the pieces fitOne practical way to use it
Keep the provider and the handover in view.
Start withOne eligible conversation and its human handover
- 01
Check eligibility before setup
Open the Meta AI Agent workspace for the selected WhatsApp number. Review Meta's eligibility response, accept the relevant terms and confirm the account has the permissions needed for onboarding.
- 02
Prepare and test the knowledge
Add business information, FAQs and supported sources. Begin with an allowlisted test audience so you can inspect answers and handovers before offering the agent to a broader customer audience.
- 03
Manage conversation control
Use the official thread-control integration to pass a chat to Meta or take it back where your app is configured as the escalation partner. Local bots must not compete with the agent for the same reply.
Keep the next person in the picture.
Meta account eligibility and the available provider controls determine this setup.
Why this is useful in practice
AI assistance with a clear human boundary.
Separate agent responsibilities
The Meta agent and the CRM AI assistant are distinct products with different providers and setup. Keeping that distinction clear helps you choose the approach that suits a specific customer journey.
A route to human support
Thread control matters when a customer needs a person. A tested escalation setup lets your business plan the handover rather than discovering during a live complaint that the team cannot take control.
Choose a useful starting point
Where eligible Meta agent controls fit
- An eligible business testing Meta's customer agent.
- A team comparing Meta AI with a CRM knowledge assistant.
- A business preparing a controlled allowlist pilot.
Your first useful workflow
Try meta ai agent with your team.
Use the available Meta agent controls for eligible accounts. Start with one eligible conversation and its human handover and review the result before choosing a plan.
A little clarity goes a long way
A little more about meta ai agent.
Understand the setup, the costs and the next step before you decide.
01Is Meta AI available on every WhatsApp number?
No. Meta controls eligibility, including account, location and other criteria. The CRM can expose the eligibility workflow but cannot override Meta's decision or guarantee access.
02Who charges for live Meta AI responses?
Meta applies its own current billing terms for the agent. Payment setup may need to be completed in Meta's manager. SAYLS plan access is not a promise of free or unlimited Meta agent responses.
03Can I use it alongside the CRM AI assistant?
They are separate integrations. For an individual chat, control needs to be coordinated so multiple agents do not reply at once. Test the handover and escalation configuration before using both in production.
Connect the useful pieces
What works alongside meta ai agent?
Automation & AI
CRM AI assistant
Build a customer-facing AI assistant using your business knowledge.
Explore this featureWhatsApp setup
Use the SAYLS WhatsApp connection and embedded signup workflows to connect an eligible business account.
Explore this featureTeam inbox
Turn business WhatsApp conversations into organised work.
Explore this feature