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What are WhatsApp Functions?

WhatsApp functions allow your AI agent to send WhatsApp messages to customers during or after calls. This enables automated messaging for OTPs, confirmations, appointment details, and more. Two Types:
  • In-Call - Send messages during active calls
  • Post-Call - Send messages after calls end

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Prerequisites

Before using WhatsApp functions, connect a WhatsApp provider:

WhatsApp (Facebook)

Connect your WhatsApp Business Account

Heltar

Connect Heltar WhatsApp integration

AI Sensy

Connect AI Sensy WhatsApp integration

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How It Works

  1. Create Template - Design WhatsApp message template in your provider
  2. Add Function - Configure function in CallKaro agent
  3. Map Variables - Connect template placeholders to call data
  4. Set Triggers - Define when to send (in-call or post-call)
  5. AI Sends - Message sent automatically when triggered

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Function Types

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In-Call Functions

Send messages during active calls when AI detects specific triggers. Use Cases:
  • Send OTP for verification
  • Share links or documents mid-call
  • Send payment links
  • Provide reference numbers
How Triggered: AI detects trigger from your description and sends message automatically.

Learn More

Configure in-call WhatsApp functions

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Post-Call Functions

Send messages after calls end based on conditions. Use Cases:
  • Appointment confirmations
  • Follow-up messages
  • Survey links
  • Next steps or documentation
How Triggered: Conditions you set (call type + variable values) determine if message sends.

Learn More

Configure post-call WhatsApp functions

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Key Features

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Provider Support

Works with multiple WhatsApp providers:
  • WhatsApp (Facebook) - Official Meta Business API
  • Heltar - Third-party WhatsApp provider
  • AI Sensy - Basic and Pro plans supported

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Variable Mapping

Map template variables to:
  • Call Metadata - Customer info from your system
  • In-Call Data - Dynamic data from conversation (in-call only)
  • Post-Call Data - AI-extracted information (post-call only)
  • Static Values - Fixed text

Variable Mapping Guide

Learn how to map template variables

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Conditional Sending

Control exactly when post-call messages send:
  • Filter by call type (connected/not connected)
  • Add conditions based on call data
  • Multiple conditions with AND logic

Conditional Triggers

Set up conditional message sending

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Quick Start

1

Connect Provider

Link your WhatsApp provider (Facebook, Heltar, or AI Sensy)
2

Create Template

Design message template in your provider’s dashboard
3

Add Function

Go to agent → WhatsApp tab → Click Add
4

Select Template

Choose your template from the dropdown
5

Map Variables

Connect template placeholders to call data
6

Set Trigger

Add description (in-call) or conditions (post-call)
7

Save

Save function and test with a call

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Template Requirements

WhatsApp (Facebook):
  • Templates must be approved by Meta
  • Create templates in Meta Business Manager
  • Status must show APPROVED
Heltar:
  • Templates from Heltar dashboard
  • No approval required
AI Sensy:
  • Basic Plan: Enter campaign name manually
  • Pro Plan: Select from existing campaigns

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Best Practices

  • Clear triggers - Define specific scenarios for in-call functions
  • Relevant conditions - Only send post-call messages when needed
  • Test thoroughly - Verify variables map correctly
  • Monitor delivery - Check message delivery in provider dashboard
  • Template design - Keep messages concise and action-oriented
Start with post-call functions for appointment confirmations, then add in-call functions for real-time needs like OTPs.

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Next Steps

Choose a function type to get started:

In-Call Functions

Send messages during active calls

Post-Call Functions

Send messages after calls end