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

# Configure a Meta Business Agent

> Set who the agent replies to, what it says about your business, what it knows, and which tools and skills it can use.

## What is this?

Open an agent from the [Meta Business Agent](https://docs.xpressbot.org/workspace/whatsapp/meta-business-agent/overview.md) page to configure it. Its tabs are **Overview**, **Behavior**, **Business info**, **Knowledge**, **Skills**, **Tools** and **Test** (see [Test](https://docs.xpressbot.org/workspace/whatsapp/meta-business-agent/test.md)). This page covers the setup tabs.

## What can I do here?

* Choose who gets AI replies and what happens at handoff
* Cap usage so cost stays predictable
* Tell the agent about your business, and give it FAQs, websites and files to answer from
* Write skills — and rich messages like buttons and Flows
* Connect your own systems as tools
* Start from a ready-made template

## How to use it

### Behavior

*Who gets AI replies, hand-off to your team and follow-ups.*

* **Let the agent reply** — the rollout switch (the same as Agentic Mode). Choose **Everyone**, or **Allowlisted numbers only** and add numbers in international format (for example `+15551234567`) in the **Allowlist**. Use the allowlist to try the agent on your own number first.
* **Message before handing over** — **Standard message** (a fixed message), **Agent writes one** (a fitting message for each chat), or **My own message**.
* **Never say** — one phrase per line. If a reply would contain one, it isn't sent.
* **Usage limits** — cap the agent so cost stays predictable. A limit is **Tokens (across your business)** or **AI replies (per conversation)**, **Per day**, **7**, **14** or **30 days**. When a limit is reached the agent finishes its current reply, stops answering new messages and hands the chat to your team; it starts again when the period rolls over. Each type and period can only be used once.

### Business info

What the agent says about your business. Edit and save it; **Reset** clears your changes.

### Knowledge

Questions, websites and files the agent answers from. Click **Add source** and choose **FAQ**, **Website** (the number of pages crawled is shown) or **File**. Edit or remove a source any time.

### Skills

Instructions for what the agent does in specific situations. Click **Add skill**.

* **Name** — lowercase English letters, numbers and hyphens, like `product-return-policy`. Only the name needs English.
* **When should the agent use it?** and **Instructions** — in any language. Write clear steps, and don't give two skills the same trigger.
* A skill shows its status: **Active**, **Being reviewed**, or **Blocked** (Meta blocked it, usually because it asks for personal details — edit it to clear the block).

**Rich messages** are skills that send something other than text: a **Link button**, **Reply buttons** (up to three), a **List menu**, an **Image**, a **Location**, a request for the customer's location, a **Link carousel**, a **Reply carousel**, or a **WhatsApp Flow**. Describe when to send it and include everything the message needs (text, button label, link). Only published Flows can be switched on.

### Tools

Outside services the agent can use. Click **Add connector** and fill in the service's name, what it is for, its **Service address**, and how it signs in (**No sign-in**, **API key**, or **Client ID and secret (OAuth)**). Then **Add tool** for each action — a name like `check_order_status`, when the agent should use it, the request (action and path) and the details the agent needs to ask the customer for. Mark **Customer must sign in first** when the service needs the customer's own login. Make sure the service answers before you switch the agent on.

### Templates

Click **Use a template** to start from a ready-made setup — for example Customer support, Order status, Sell a single item, Product recommendations, Stock by location, Basket over several messages, Sign in with a one-time code, Bookings and rentals, Changes and refunds after booking, Several parts one purchase, or Lead generation. Review what will be added (instructions, FAQs, rich messages, tools); nothing you already have with the same name is changed.

## Troubleshooting / Technical Notes

* **"Auth config must be valid JSON" / "Request definition must be valid JSON".** You're editing a tool as JSON — fix the syntax, or go **Back to the form**.
* **"This Flow is not published yet."** Publish the Flow first, or save the rich message as off.
* **A skill is Blocked.** Meta blocked it — usually because it asks for personal details. Edit it.
* **"Each type and period can only be used once."** Edit the existing usage limit instead of adding a duplicate.
* **The agent doesn't answer.** Check Agentic Mode, the audience and allowlist, and that no usage limit has been reached.

## Related docs

* [Meta Business Agent](https://docs.xpressbot.org/workspace/whatsapp/meta-business-agent/overview.md)
* [Test a Meta Business Agent](https://docs.xpressbot.org/workspace/whatsapp/meta-business-agent/test.md)
* [WhatsApp Flows](https://docs.xpressbot.org/workspace/whatsapp/flow.md)


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