A WhatsApp assistant that knows who is writing
To answer with account data you first need to know whose account it is. This is how Connect links each WhatsApp number to its user, without passwords in the chat.
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In this article
A customer who writes "how much do I owe?" on WhatsApp expects a number, not a form. To give it, the assistant needs two things: who is writing and what that person is allowed to see. In Connect that is solved once, when the number is linked.
A keyword opens the conversation
The assistant lives on your company's WhatsApp number, but it does not answer everything. It only opens a session when a message starts with the keyword you choose, for example "assistant". Everything else keeps arriving in your team's inbox as usual.
The number is linked once
The first time, the assistant replies with a link:
- Sign in with your company. With OAuth the customer signs in on your own login page, so Connect never sees their password.
- Confirm the number. They see which number will be linked to their account.
- Send a code from that same WhatsApp. The code only works from that number and expires after 10 minutes, so nobody can link a number that is not theirs.
The link lasts 90 days. After that, the customer writes the keyword followed by the question.
It answers with each customer's own access
The assistant uses the tools you enabled for WhatsApp, the same ones you publish for Claude and ChatGPT, with that customer's session. It only sees what that customer can see in your system.
The customer asks in their usual chat. The answer comes from your API, with their permissions.
Your team stays in charge
- When someone on your team replies, from the Connect inbox or from the WhatsApp Business app on the phone, the assistant session closes.
- You can see who has a linked number, since when and when it was last used, and revoke the link at any time.
- Only owners and admins can read the assistant's replies in the inbox.
What is sent and to whom
The assistant uses Claude, by Anthropic. The question and the tool results are sent to Anthropic to answer it. Your credentials and your customers' credentials never reach the model.
- #assistant
- #security
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