> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatzy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to deploy an AI Agent on WhatsApp or Instagram?

The **Assign to AI Agent** journey ensures that every new conversation on WhatsApp, Instagram, LinkedIn or Messenger is automatically handled by an AI chatbot instead of waiting for a human agent.\
This helps businesses **respond instantly**, qualify leads, and provide **24/7 support**.

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### Business Use Case

Imagine running a **click-to-WhatsApp ad** or sharing a **QR code** that opens WhatsApp.

* A customer sends a message
* The journey automatically assigns the conversation to your AI agent
* The AI chatbot begins the conversation immediately—asking qualification questions, sharing product info, or guiding the customer through a process

The same setup works for **Instagram DMs** and **Messenger conversations**.

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### Step 1: Create a Journey

1. Navigate to **Journeys** in the left menu
2. Click **Create Journey**
3. Enter a name (e.g., *Assign to AI Agent*)
4. There are two options <br />
   A. Select **Blank Journey** to build from scratch <br />
   B. Select **WhatsApp Lead Nurture template** for quick setup

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### Step 2: Add the Trigger

1. Add a **Trigger** → select **Conversation**
2. Choose your channel: **WhatsApp**, **Instagram**, **LinkedIn** or **Messenger**
3. Select when the journey should run:
   * **Conversation Created** → triggers every time a new conversation starts
   * **First Conversation Created for Contact** → triggers only the very first time a customer messages you
   * **Conversation Resumed** → (optional, used when an existing conversation restarts)

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### Step 3: Add Conditions (Optional)

Conditions allow fine control over when the journey runs:

* **Template Message Condition (WhatsApp only)**
  * Example: Replies to “Day 1” template → Assign AI Agent A
  * Replies to “Day 3” template → Assign AI Agent B

* **Keyword Condition**
  * Example: Customer replies with *“Book Appointment”* → Assign Appointment AI Agent
  * Customer replies with *“Tell Me More”* → Assign Product Info AI Agent

* **Exclude Keywords**
  * Example: Journey A triggers only for “Pricing”
  * Journey B excludes “Pricing” to handle all other messages

If no conditions are set, the journey will run for **all new conversations**.

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### Step 4: Assign to AI Agent

1. After configuring the trigger, click the **plus icon**
2. Choose **Action → Assign to AI Agent**
3. Select the AI Agent you want to handle the conversation
   * Can be a **flow-based chatbot** or a **conversational AI agent**
   * Ensure the AI agent is already set up with the logic or content it needs

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### Step 5: Publish and Test

1. Click **Save** → then **Publish**
2. Send a test message to your business channel (e.g., WhatsApp)
3. The AI chatbot should reply instantly
4. Go to the **Conversations tab** to see assigned chats (AI agent conversations are marked with a green dot)

***

With this setup, Chatzy AI ensures:

* Instant replies for every new lead
* Automated qualification and routing
* Reduced dependency on human agents