WhatsApp Business OS — User Guide

Overview

The WhatsApp Business OS is an autonomous communication engine that generates persona-aware WhatsApp Business setup packs and keeps them optimized over time.

It serves three personas — Applicants, Partners, and Clients — across both Abiworkers and Ailysi brands. For each persona it produces a complete setup pack: greeting message, away message, quick replies, labels, catalog skeleton, and message templates.

An Autonomy Brain runs daily, scoring every active profile on friction, repetition, config age, and tone match — then automatically regenerating stale configs or surfacing optimization suggestions.

Quick start: Go to the Setup Wizard, pick your persona and category, and your copy-ready setup pack is generated in seconds.

Personas & Categories

The OS detects your persona automatically from account type, message text, and activity signals — but you can also set it explicitly in the wizard.

PersonaCategoriesDescription
ApplicantDirect Applicant, Via AgentJob seekers applying for roles
PartnerSeller Partner, Recruiter PartnerRecruiters & sellers in the network
ClientLocation-Based ClientEmployers hiring workers

Each persona category drives different greetings, quick replies, labels, catalog items, and templates. Switching category regenerates the entire pack.

Setup Wizard

The wizard is a 3-step flow at /whatsapp-os/wizard:

1

Choose Persona

Applicant, Partner, or Client. Each shows a description of who it's for.

2

Pick Category & Tone

Select the sub-category (e.g. Direct Applicant vs Via Agent) and your communication tone: Casual, Neutral, or Formal.

3

Review & Generate

Confirm your choices, then generate. The engine builds and saves your config pack, then redirects to the Output screen.

The wizard auto-detects your persona where signals exist (account type, recent messages, activity) and pre-fills the most likely choice with a confidence score.

Output Pack Screen

At /whatsapp-os/output you'll see your complete, copy-ready setup pack:

  • Greeting Message — your WhatsApp Business welcome text.
  • Away Message — auto-reply when you're offline or out of hours.
  • Quick Replies — keyword + text pairs for one-tap responses.
  • Labels — color-coded chat organization tags.
  • Catalog — skeleton product/service items with pricing.
  • Message Templates — pre-approved WhatsApp template messages.

Every block has a Copy button so you can paste directly into WhatsApp Business Manager. Two actions are available:

Regenerate rebuilds the pack from templates (no credits). AI Enhance rewrites the entire pack via Claude for richer, tone-matched copy (uses integration credits).

Autonomy Scoring System

The brain scores every profile across four dimensions, each scored 0–1:

MetricWeightFormulaMeaning
Friction40%Clarifications ÷ Total MessagesHow often you have to ask for clarification
Repetition30%Repeated ÷ (Repeated + Unique)How often the same phrases recur
Config Age20%min(1, Days Since Update ÷ 30)How stale the config is
Tone Mismatch10%0 if tone matches, 1 if notWhether tone aligns with persona

These combine into a single Decision Score:

Decision = 0.4 × Friction + 0.3 × Repetition + 0.2 × Config Age + 0.1 × Tone Mismatch

The decision drives autonomous action:

Regenerate

≥ 0.70

Auto-build a new config version

Suggest

0.40 – 0.70

Emit an optimization suggestion

Ignore

< 0.40

No action needed

Persona Evolution

Personas aren't static. As activity grows, the OS evolves profiles:

  • Maturity — Beginner → Intermediate → Advanced based on cumulative activity + messages.
  • Tone drift — if friction stays high, the tone shifts toward Formal for clarity.
  • Category evolution — Direct Applicant can become Via Agent; applicants can become partners; partners can become clients. Each transition is logged in the evolution history.

Evolution events are timestamped and stored on the profile, so you always have an audit trail.

Regeneration Engine

Config packs are versioned. Every regeneration creates a new version and archives the previous one — you can always roll back.

Three ways to regenerate:

1

Manual

Click Regenerate or AI Enhance on the Output screen for a single profile.

2

Suggestion-driven

Apply one or all pending suggestions from the Activity Engine — each application bumps the version.

3

Scheduled

A weekly automation regenerates any config older than 7 days automatically.

Activity Engine

The Activity Engine listens for lifecycle events and emits concrete optimization suggestions. Each persona has its own event catalog:

Applicant

NewOpportunityCreatedInterviewScheduledDocumentsUploadedJobAcceptedJobCompleted

Seller Partner

LeadCreatedOrderCreatedWorkerAssignedServiceCompleted

Recruiter Partner

CandidateShortlistedInterviewScheduledPlacementCompleted

Client

RequestCreatedLocationConfirmedScheduleConfirmedPaymentCompleted

When an event fires (e.g. InterviewScheduled for an applicant), the engine appends a suggestion to the active config — for example: "Add an interview-prep template so candidates stop asking for the same details."

You can review and apply suggestions one-by-one or all at once from the dashboard.

Autonomy Brain

The Autonomy Brain is the orchestrator. For each active profile it runs a 7-step loop:

1

Load

Fetch the profile + its active config.

2

Stats

Pull activity + message stats from conversation logs.

3

Score

Compute friction, repetition, config age, tone match, and the decision score.

4

Evolve

Update maturity and drift tone if friction is high.

5

Decide

Regenerate, suggest, or ignore based on the threshold.

6

Apply

Trigger regeneration or emit a suggestion onto the config.

7

Snapshot

Save the latest scores + evolution history to the profile.

You can run the brain manually per-profile, for all profiles, or scoped to a brand/tenant.

Dashboard

The dashboard at /whatsapp-os shows:

  • Persona counts (Applicant / Partner / Client).
  • Each profile card with live scores, maturity badge, and the current decision action.
  • A "New Setup" button to launch the wizard.

Click any profile card to open its Output Pack and take action.

Scheduled Automation

Two automations run in the background:

  • Autonomy Brain — daily at 3:00 AM (Asia/Dubai). Scores every active profile and applies regeneration or suggestions.
  • Weekly Regeneration — every Monday at 4:00 AM. Regenerates any config older than 7 days.

Both can be toggled on/off from the Automations panel without touching code.

FAQ

No. The OS generates and manages the configuration pack (greeting, quick replies, templates, etc.) that you paste into WhatsApp Business Manager. Sending is handled by your existing WhatsApp integration.