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WhatsApp Customer Service

Turn WhatsApp into a 24/7 AI customer service agent with Buda — just upload your knowledge base and go live

WhatsApp Customer Service

Upload your product manuals, FAQs, and policy documents to Drive, connect a WhatsApp account, and your Agent becomes a 24/7 customer service bot. Every user gets their own isolated session — no cross-contamination.

How it works

User sends message → WhatsApp → Buda Chat Channel → Agent (read-only knowledge base) → Reply

Each user's conversation with the Agent is an independent Chat Session with isolated context. Even with millions of concurrent users, everyone sees only their own conversation history.

For a full explanation of how Chat Sessions work, see Chat Session.

Why the Agent must be read-only

By default, an Agent has both read and write access to Drive. For customer service, you must restrict it to read-only:

  • Your uploaded files are company assets — users shouldn't be able to delete or modify them through chat
  • A customer service agent's job is to answer questions, not to operate on files

Configure read-only in two places:

  1. agents.md (Agent instructions) — Explicitly tell the Agent: "You are a customer service agent. You may only read files. Never write, modify, or delete anything."
  2. Chat Channel tool settings — Disable write tools at the channel level to enforce this at the infrastructure layer.

Both together provide defense in depth.

Setup

Prepare your knowledge base

Upload product manuals, FAQs, return policies, etc. to Drive. PDF, Word, and Markdown are all supported.

Create a customer service Agent

Create a new Agent and write clear instructions in agents.md:

You are the customer service assistant for [Brand Name].

Responsibilities:
- Answer user questions about products, orders, and policies using the knowledge base
- Reply in a friendly, concise tone

Restrictions:
- You may only READ files. Never write, modify, or delete any files.
- For questions you cannot answer, direct users to contact human support.

Set the Chat Channel to read-only

In the Agent's Chat Channels settings, find the tool permissions and disable all write-related tools (write file, delete file, etc.), keeping only read tools enabled.

Don't skip this step. Even if agents.md says "read-only," the Agent can still execute write operations if the tools aren't disabled at the channel level.

Connect WhatsApp

Follow the Connect WhatsApp guide to scan a QR code and link a WhatsApp account to this Agent.

Test

Send a message from a second WhatsApp account to the bot number and verify:

  • The Agent correctly answers questions from the knowledge base
  • The Agent does not perform any file write operations

Extending the use case

Once the basic setup is working, you can go further:

ScenarioHow
Multilingual supportUpload knowledge base files in multiple languages — the Agent auto-detects and replies in the user's language
Group chat supportAdd the Agent's WhatsApp account to a group — all messages in the group are handled automatically
Updating the knowledge baseReplace files in Drive — the Agent uses the new content on the next conversation

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