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Requirements
Prepare the accounts, permissions, and business information needed to use Waply.
Install Waply in Kommo
Start installation from Waply, review the requested access, and connect your Kommo account.
Connect a number
Complete WhatsApp onboarding and understand pending connection states.
First message and first call
Verify that messaging and human calling work with the connected number.
Numbers, coexistence, and migration
Choose the onboarding path that fits a new, coexisting, or transferred WhatsApp number.
Templates and messaging
Create, synchronize, and use approved WhatsApp templates correctly.
Create and publish an AI agent
Configure a message agent, resolve publication checks, and activate it.
Knowledge and testing
Add knowledge sources and validate an agent before assigning live traffic.
Providers and your own keys
Choose managed AI or connect a supported provider with your own API key.
Hand off to a person
Control when AI stops and a member of your team continues the conversation.
Calls with your team
Configure and place human WhatsApp calls from Kommo.
Recording and call intelligence
Understand call recording, transcription, summaries, usage, and retention.
Voice agents
Configure a managed voice agent or a compatible realtime provider.
Plans, trial, and usage
Understand plan access, trial time, quotas, add-ons, and external charges.
Set up Waply for a client
Repeat a safe agency installation using the client's own accounts and approvals.
Troubleshooting and support
Identify common setup errors and give support enough safe context to help.
Glossary
Understand the product terms used throughout Waply documentation.