Getting started
Create your first WhatsApp Agent Project
Create the workspace that contains a WhatsApp number, conversations, workflows, schedules, integrations, and developer settings.
Business usersAutomation buildersAdministratorsBeginnerAvailable
What this guide covers
- A WhatsApp Agent Project is the container for one Yanola WhatsApp setup. Creating it does not connect or message customers by itself.
- Prerequisites: An active Yanola account.
- Result: Overview shows the Agent Project name, status, number count, workflow count, executions, and account Balance.
- Limit: Agent deletion archives related automation and is not a substitute for moving a phone number between projects.
What this is and when to use it
A WhatsApp Agent Project is the container for one Yanola WhatsApp setup. Creating it does not connect or message customers by itself.
| Use it when | Expected outcome |
|---|---|
You need a new WhatsApp automation workspace. | Overview shows the Agent Project name, status, number count, workflow count, executions, and account Balance. |
You want to isolate a separate brand or operational setup. | Overview shows the Agent Project name, status, number count, workflow count, executions, and account Balance. |
Before you begin
- An active Yanola account.
- A clear project name so users can distinguish it in the Agent switcher.
Prerequisites
An active Yanola account. A clear project name so users can distinguish it in the Agent switcher.
Complete the task
- Open Dashboard → Agents.
- Select the create-agent action and choose WhatsApp.
- Enter the project name and complete creation.
- Open the new Agent Project and review Overview.
- Connect a number from Phone Numbers before configuring live message actions.
Confirm it worked
- Overview shows the Agent Project name, status, number count, workflow count, executions, and account Balance.
Common problems
| Symptom | What to check |
|---|---|
The project has no Sender | Open Phone Numbers and complete the Meta connection. |
A project was created in error | Use the project settings to delete it only after reviewing the archive and cancellation impact. |
Current limitations
Agent deletion archives related automation and is not a substitute for moving a phone number between projects.
Product boundary
Agent deletion archives related automation and is not a substitute for moving a phone number between projects.
Where to go next
Related documentation
WhatsApp Agent ProjectsUnderstand the project boundary for numbers, chat, workflows, schedules, templates, integrations, data, analytics, billing, and API tools.Connecting WhatsApp numbersConnect a WhatsApp business number in Yanola and make it available as a Sender for an Agent Project.Build and activate your first workflowCreate a draft, configure its trigger and actions, test it, fix validation issues, and activate it.