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Whatsapp ai agent
66 topics across 6 chapters
Chapter 1
WhatsApp Business Platform fundamentals
1
Setup & verification
2 subtopics
2
Create Meta app + WhatsApp Business Account (WABA)
3
Configure phone number, webhook endpoint, and basic connectivity test
4
Templates, message types & rules
2 subtopics
5
Create and get approval for message templates (and manage template versions)
6
Implement interactive messages (buttons/lists) and handle user selections
7
Conversation UX for WhatsApp
2 subtopics
8
Design a conversation state machine (happy path, clarifications, fallbacks)
9
Human handoff patterns (agent → human) and how to resume automation
Chapter 2
Webhooks & messaging backend
10
Webhook handling
2 subtopics
11
Verify webhook challenge, parse inbound events, normalize payloads
12
Handle delivery/read receipts and failed-message status events
13
Outbound sending, retries & idempotency
2 subtopics
14
Send messages via WhatsApp Cloud API (or provider API) with correct formatting
15
Retries with exponential backoff + idempotency keys to avoid duplicate replies
16
State, storage & media handling
2 subtopics
17
Conversation context store per user (what to keep, what to drop)
18
Media download/upload flow (images/docs), virus scanning, and safe storage
19
Testing & local development
2 subtopics
20
Local dev setup (ngrok/Cloudflare tunnel), staging vs prod numbers, smoke tests
21
Automated tests for webhook payloads and message rendering regressions
Chapter 3
AI agent design (LLM + conversation logic)
22
Prompting & structured outputs
2 subtopics
23
Write a system prompt: goals, persona, policies, refusal style, escalation rules
24
Use JSON/structured responses for routing (intent, entities, action, confidence)
25
Tool calling / actions
2 subtopics
26
Design tool schemas (inputs/outputs), validation, and error contracts
27
Confirmation flows for risky actions (payments, cancellations, address changes)
28
Safety guardrails
2 subtopics
29
PII detection/redaction and safe logging practices
30
Prompt-injection & jailbreak mitigation (tool gating, allowlists, sandboxing)
31
Evaluation & tuning
2 subtopics
32
Build a “golden set” of test conversations (common intents + tricky edge cases)
33
Track metrics: task success, safety violations, latency, cost per resolved chat
Chapter 4
Knowledge & business integrations
34
RAG / knowledge base
2 subtopics
35
Prepare docs for RAG: chunking, metadata, embeddings, indexing, refresh cadence
36
Retrieval + grounded answering (when to say “I don’t know”, ask clarifiers)
37
Business system integrations
2 subtopics
38
CRM/ticketing integration (create ticket, append transcript, tag intent)
39
Operational tools (orders, appointments, delivery status) exposed as agent actions
40
Memory & personalization
2 subtopics
41
Memory strategy: short context window vs summaries vs per-intent notes
42
Consent-aware user profile (preferences, language, opt-outs, communication limits)
Chapter 5
Security, privacy & compliance
43
Secrets & authentication
2 subtopics
44
Store/rotate WhatsApp tokens and API keys; avoid leaking secrets to logs
45
Least privilege for internal services and secure admin endpoints
46
Data governance
2 subtopics
47
Retention/deletion policies for transcripts and attachments; user “forget me” flow
48
Privacy/regulatory concepts for messaging bots (GDPR/CCPA-style principles)
49
Abuse prevention & fraud controls
2 subtopics
50
Anti-spam controls: rate limiting, abuse signals, escalation and blocking rules
↗ Prompt-injection & jailbreak mitigation (tool gating, allowlists, sandboxing) (see Chapter 3)
Chapter 6
Deploy, monitor & improve
51
Infrastructure & scaling
2 subtopics
52
Queue/worker architecture to handle spikes and slow tools (DLQ, backpressure)
53
Cost controls: model routing, caching, token budgets, and spend alerts
54
Observability
2 subtopics
55
Logging with correlation IDs per conversation; trace webhook→tool→reply latency
56
Alerting on errors (webhook failures, send failures, tool timeouts, policy blocks)
57
Release & iteration
2 subtopics
58
CI/CD: environment configs, secret injection, and safe rollouts (canary/blue-green)
59
Continuous improvement: mine transcripts for new intents, update prompts/KB, re-eval

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