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Addy is AdsEra’s AI agent for WhatsApp. It answers your customers around the clock from what you teach it, qualifies and scores leads, books meetings, sells from your catalog, and hands the chat to your team when a person is needed. Addy works on every WhatsApp number connected to AdsEra, including numbers that also use the WhatsApp Business app (coexistence). Open it from Addy in the left menu.

Get started

The Overview tab shows a short checklist:
1

Choose the WhatsApp number

On Setup → Where Addy answers, pick the numbers Addy replies on. Mark what each number is for. On a support number, Addy helps first and never pushes a sale. On a sales number, it leads to the next step.Your keyword auto-replies still take priority when a keyword matches.
2

Teach Addy your business

On Knowledge, fill in About your business: name, what you do, products and prices you’re happy to share, location, opening hours, website, contact details and policies. Then add your website and FAQs (see Knowledge).
3

Give it your personality (optional)

On Personality, set the tone, greeting and reply length. Add two or three example replies and Addy copies your style.
4

Try it in the test chat

Open the test chat and ask what your customers ask.
Roll out safely. Under Setup → Who Addy answers, enter your own phone numbers first (one per line, with the country code). Everyone else keeps getting your usual auto-replies or your team. When you’re happy, switch Addy on for everyone.
Use Schedule to choose when Addy answers, in your time zone:
  • Always, 24/7
  • Only outside business hours (your team answers during the day)
  • Only during business hours
The switch at the top of the page puts Addy live or paused.

Knowledge

Addy only answers from what you teach it. It never invents prices or policies.
  • About your business: facts Addy always knows.
  • Website: enter the Website address and how many Pages to read at most. You can also:
    • turn on Keep it up to date,
    • read the PDFs and documents the site links to (brochures, price lists, menus),
    • limit reading to Only these paths, or exclude Skip these paths.
    Each page shows as Learned, Waiting, Learning… or Failed.
  • Files: upload documents for Addy to learn from.
  • FAQs: exact answers Addy always uses first. Add your own, or pick them from what Addy learned.

Unanswered questions

When a customer asks something Addy can’t find in your knowledge, it doesn’t guess. It tells the customer you’ll check, logs the question and creates a task for your team. Answer the question once and it becomes an FAQ, so Addy answers it next time.

Selling

The Selling tab sets what Addy does to move a lead forward.

Actions

  • Quick actions: rich WhatsApp messages Addy sends exactly as you set them up when the moment fits. Examples: a price list PDF, a booking button, your store on the map, an image card with a button, or a WhatsApp Flow. Choose When Addy sends it for each one.
  • WhatsApp forms: when Addy needs several details at once (an address, booking details), it builds a short WhatsApp form on the spot and saves the answers to the contact.
  • Workflows Addy can start: let Addy put a lead into one of your workflows when it clearly fits, even at a specific step. Each workflow runs once per lead.

Events from your systems

On Events, tell Addy which updates your systems send (an order shipped, a payment received and so on), what each one means, and what to tell the customer. Addy writes the message in its own voice from exactly the facts you send. If the customer’s 24-hour window is closed, Addy sends the approved template you choose instead. Any system that can call a URL can send events: your website, Shopify, a shipping tool, n8n, Zapier or Make. The tab shows the URL and an example request. Use Customer’s WhatsApp number to send yourself a test first.

More tabs

Handover to your team

Addy always hands over when a customer asks for a person, is upset, wants a refund or a discount, or when it can’t find the answer. Your team gets a summary in the chat and a notification. Outside your hours, Addy tells the customer when you’re back and keeps helping. Under Selling → Hand over to your team you can:
  • add your own rules in Also hand over when…, for example “orders above ₹1 lakh” or “bulk / dealer enquiries”,
  • set What Addy says when handing over,
  • choose Hand back to Addy after a number of hours (0 means never).

Troubleshooting

Check that the number is selected under Where Addy answers, that Who Addy answers isn’t limited to test numbers, and that the Schedule covers the current time. A keyword auto-reply that matches takes priority, and Addy stays quiet after a person replies.
The answer isn’t in its knowledge. Answer the question under Unanswered questions and it becomes an FAQ.
Check Selling → Book appointments, and the hours set in the calendar integration.