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A WhatsApp chat agent comes in two types. You pick one when you create the agent.
The type is fixed once the agent is created, and every version of the agent has the same type. To move a Basic agent to Advanced, create a new Advanced agent, or have Claude build one from your PRD — see Build with Claude.
Advanced agents are WhatsApp only for now. Instagram agents are Basic; widget agents use the widget flow builder, which is a different, fully deterministic kind of flow.

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How an Advanced agent answers

An Advanced flow is not a fixed script that code walks through. When a message arrives:
1

The flow becomes the agent's plan

Your persona and every step are compiled into one system prompt. Steps are numbered S1, S2, …, and each says what to do and where to go next.
2

The AI works out where the conversation is

Every message the agent sent is tagged with the step it came from, and the end of each turn tells the AI its last step — so a reply to the third question is answered at the third step, not from the start.
3

Code does the deterministic parts

A step with exact text sends it word for word. Buttons are added by code. Template variables and media links that come from the contact, a function result or a fixed value are filled in by code. Rule conditions are checked by code and the AI is told the result.
4

The AI does the judgement

It writes the messages you marked AI writes it, decides which AI-judged branch a typed reply belongs to, fills function arguments, and answers side questions from your instructions and rebuttals before steering back to the flow.
Because the AI follows the flow rather than being locked into it, a lead who asks a question in the middle of a funnel gets an answer and is brought back to the step they were on.

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What an Advanced agent is made of

Agent Persona

Role, goal, instructions, rebuttals and guardrails — what applies on every step.

The flow

The steps, how they connect, and how a turn moves through them.

Step types

Every step type and every field.

Branches and conditions

Buttons, AI-judged branches, rules, global intents.

Testing

Test Chat with the live step highlight, and the publish checks.

Build with Claude

Give Claude your PRD and the skill, get the agent as a JSON file.
The rest of the configuration is the same as a Basic agent: LLM Model, Conversation & Features, Follow-Ups, Functions and Webhook.

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Create one

1

Start a chat agent

Dashboard → Agents → Create Agent → Chat Agent, then pick WhatsApp.
2

Pick Advanced (flow)

Under Agent type, choose Advanced (flow) — “Persona plus a flow of steps you design on a canvas”.
3

Build it

The editor opens on the Flow page. Its left rail holds every page of the agent:Every page except Flow keeps Test Chat open on the right.
4

Save, test, publish

Save, try it in Test Chat, then publish. Publishing runs the flow checks.

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Limits

An Advanced agent always may send several messages in one turn, because a flow often chains two steps — so the Multiple Messages per Reply switch is not shown for it.

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Cost

Replies are billed exactly like a Basic agent’s. A flow adds one case: when the AI sends a step that does not wait for the user on its own, the turn spends one more model call to carry on to the next step, instead of stopping halfway.