WhatsApp AI Agent Banao: Claude + WhatsApp Cloud API + Cal.com Setup Guide (Business Memory Template ke Saath)
- 1Business memory likho - prices, timings, FAQs, rules ek file mein
- 2WhatsApp Cloud API - Meta developer app + test number
- 3Cal.com - booking link aur API key
- 4Claude se server banwao - webhook + Claude + booking
- 5Test karo, phir live - human handover ke saath
Raat 11 baje customer ne poocha "Price kya hai?" Kisi ne reply nahi kiya. Subah tak usne kisi aur se book kar liya. Zyada tar leads "no" nahi bolte, bas chale jaate hain. Is guide mein hum ek WhatsApp AI agent banate hain jo FAQs ka jawab de, lead ko qualify kare (budget, need, timeline) aur Cal.com par appointment book kare - English, Hindi ya Hinglish mein.
Aapko chahiye: Claude, WhatsApp Cloud API, Cal.com aur ek chhota server. Code Claude likhega, aapko coding aani zaroori nahi. Lekin kuch cheezein aap ko khud sambhalni hongi (Meta account, phone number, rules), aur wahi is guide mein sahi tarah bataya hai.
Step 1: Business Memory Likho (Sabse Zaroori)
Agent utna hi sahi jawab dega jitna aapne usse bataya hai. Niche ka template copy karo, [brackets] bharo, aur ek memory.txt file bana lo. Jo price ya offer isme nahi hai, agent use promise nahi karega - ye rule template mein hi likha hai.
BUSINESS: [business ka naam] | City: [shehar] | Kya karte hain: [1 line] SERVICES AUR PRICES (sirf yahi prices bataane hain): - [Service 1] - Rs [price] - [kitna time] - [Service 2] - Rs [price] - [kitna time] TIMINGS: [din, time] | Holidays: [kab band] ADDRESS / MAP LINK: [address ya link] FAQs (sawaal -> jawab): - [Sawaal 1] -> [Jawab 1] - [Sawaal 2] -> [Jawab 2] LEAD QUALIFY KARNE KE SAWAAL (ek ek karke poochho): 1. Aapko kya chahiye? (need) 2. Budget approx kitna hai? (budget) 3. Kab tak chahiye? (timeline) BOOKING RULES: [kitne din aage tak], [slot ka time], [cancel/reschedule rule]. Booking Cal.com link se hogi. LANGUAGE AUR TONE: Customer jis language mein likhe (English, Hindi ya Hinglish) usi mein jawab do. Tone: [friendly / professional]. Chhote jawab, 1-3 lines. KABHI MAT KARO: - Jo price/offer upar nahi likha, woh promise mat karo. - Medical, legal ya refund ka final decision mat lo. - Customer ka phone number, payment ya ID details kisi ko mat batao. HUMAN KO HANDOVER: [naam] ko bhejo agar customer gussa ho, complaint ho, refund maange, ya agent jawab na de paaye. Customer ko bolo: "Main team ko bata raha hoon, [time] ke andar reply aayega."
Step 2: WhatsApp Cloud API Setup
- developers.facebook.com par Meta developer account banao aur ek Business app create karo.
- App mein WhatsApp product add karo. Meta aapko testing ke liye ek test number deta hai.
- Apna asli business number lagana ho to number kisi doosre WhatsApp account par registered nahi hona chahiye, aur Meta business verification maang sakta hai (isme kuch din lag sakte hain).
- Ek permanent access token banao (System User se) aur use sirf
.envmein rakho. Token kabhi chat, screenshot ya code mein share mat karo. - Webhook ke liye aapko ek HTTPS URL aur ek verify token chahiye - ye Step 4 mein server se aayega.
Step 3: Cal.com Booking
Cal.com par account banao, ek event type banao (jaise "15 min consultation"), apni availability set karo, aur Settings se ek API key banao. Cal.com ka API v2 available slots nikalne aur booking create karne dono ka support deta hai.
Step 4: Claude Se Server Banwao
Claude Code (ya Claude) ko ye prompt do. Isme webhook, Claude call, history aur booking tools sab shamil hain. Apni memory.txt saath do.
Mujhe ek chhota WhatsApp AI agent banana hai. Node.js + Express use karo. 1. /webhook endpoint: GET par Meta ka verify token check kare, POST par WhatsApp Cloud API ke incoming text messages le. 2. Har message par Claude API call karo. System prompt mein meri business-memory file (memory.txt) poori daalo. Customer ka last 10 messages ka history phone number ke hisaab se rakho. 3. Agent ko 2 tools do: get_slots (Cal.com API v2 se available slots) aur create_booking (Cal.com API v2 se booking). Cal.com ke docs padh kar sahi endpoints aur headers use karo. 4. Jawab WhatsApp Cloud API se wapas bhejo, sirf customer-initiated 24-hour window ke andar. 5. Secrets (WhatsApp token, Claude key, Cal.com key) sirf .env mein rakho, code ya logs mein kabhi mat daalo. 6. Agar agent ko jawab na pata ho ya customer human maange, to mujhe ek alert message bhejo aur customer ko handover wala message do. 7. Pehle local test karo, phir deploy karne ke steps batao. Har badi cheez karne se pehle mujhse poochho.
Server ke liye ek chhota VPS ya koi bhi platform chalega jahan Node.js HTTPS ke saath chal sake. Pehle laptop par test karo.
Step 5: Test Karo, Phir Live Jao
- Apne hi number se 10-15 sawaal bhejo: price, timing, galat sawaal, gussa wala customer, Hindi/Hinglish.
- Check karo ki agent woh price na bataye jo memory mein nahi hai.
- Booking test karo aur Cal.com mein slot aaya ya nahi dekho.
- Handover test karo: "mujhe insaan se baat karni hai" bolkar dekho ki aapko alert aata hai.
- Phir apna asli number connect karo aur pehle hafte har conversation khud padho.
Cal.com API v2: create a booking
TechCrunch: WhatsApp bars general-purpose chatbots (rules effective 15 January 2026)
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