WhatsApp Widget | Capture more leads (2025) Questions

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Q: Why can't agents be created independantly of widgets?

Hi Cesar,
Premium customer here, still have not started to use the product I still have some questions.
When I delete a widget all the attached agents are deleted as well.
I actually do not understand why agents would not be created independantly, and survice the deleting of the widget they were attributed.
Am I getting anything wrong?
What do you think?
best regards,
laurent

laurent_pinsonJul 25, 2025
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Founder Team
Cesar_WhatsAppWidget

Cesar_WhatsAppWidget

Jul 25, 2025

A: Hi Laurent, agents belong to the widget.
Agents are not "assets" created in a library independently. That will make everything a bit more complicated.

Think like:
- A widget is like an App.
- In a widget you create agents.
- Agents will have forms, bookings, Ai Faqs, etc...
- That will generate leads.
- Leads will be store in the CRM.

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Q: the look of the booking widget is confusing

Hi Cesar,
Premium customer here, still have not started to use the product I still have some questions.
Just finished lesson3 of your Academy section. That academy/tutorial section is challenging, the current video is much too short.

I also have suggestions:
- could you add a calendar logo so that we can easily pick it from the logo menu?
- I don't think that users wanting to book should look at a human avatar,but agents all seem to have human/robot avatar by default. It is confusing in my opinion. Have you got gppd/best practices to share with us here?
thank you forehand,
laurent

laurent_pinsonJul 25, 2025
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Founder Team
Cesar_WhatsAppWidget

Cesar_WhatsAppWidget

Jul 25, 2025

A: Hi Laurent, let me know if this is what you want:
- When you create a booking, the logo should be a calendar instead of a human avatar?
Let me know if this is correct.

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Q: Problem with lesson3 about Bookings

Hi Cesar,
Premium customer here, still have not started to use the product I still have some questions.
I am really excited about the booking section, I am sure many are going to appreciate how big of a value you are creating by potentially adding booking for B2C companies.

Tried to follow lesson 3 of your Academy section, I faced a lot of problems, really missed your comprehensive videos you have produced for lesson 1 and 2 :)

My conclusion:
- unable to create a booking widget from the bookings section
- unable to create a bookin widget from scratch
- can create a booking widget by going into the create/edit widgets, and then activate a booking template.
- the booking template, once activated, can not be configured
- unless you go in the Bookings section and edit the booking widget there

Very important feature, reshoot video? thx

laurent_pinsonJul 25, 2025
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Founder Team
Cesar_WhatsAppWidget

Cesar_WhatsAppWidget

Jul 25, 2025

A: Hi Laurent.
Just to be clear.

Bookings must be created from scratch. If there is a booking already created you can edit the booking settings but you can not create a new booking.

Let me know if this is clear. I will review the video just in case there is being some updated.

Cesar.

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Q: How to use FAQ and agents?

Hi Cesar,
Premium customer here, still have not started to use the product I still have some questions.
Just finished lesson 2 of your Academy section. That academy/tutorial section is really very useful.
Question: what is the best way to insert FAQ? By default when I build an FAQ is takes precedence over the existing forms already designed for an agent. I see the option to put the FAQ after the form, but even that feels a little strange.
I am thinking that maybe you would want to have a widget that contains an agent ( Anny for example) and another agent named FAQ?
Please share you best practices. thank you Cesar!

laurent_pinsonJul 25, 2025
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Founder Team
Cesar_WhatsAppWidget

Cesar_WhatsAppWidget

Jul 25, 2025

A: You can do both.
You can have a widget with ONE agent and that agent will have FAQs and a Form.
Or you can have a Form in one agent and then another agent with the FAQs.

I will say:
- If you have a lot of questions and support, I will separate the agents. Make it clear.
- - Sales information here.
- - Support information here.

- But if you want to capture leads and then automate support, or the basic FAQs, just create one agent.

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Q: handling leads and sending them to colleagues

Hi Cesar,
Premium customer here, still have not started to use the product I still have some questions.
Just finished lesson 2 of your Academy section. That academy/tutorial section is really very useful.
I have questions about what to do with my leads, I am afraid I do not understand:
- what is "return user"
- Desktop
- how to send a lead ( possible a refused lead) to a colleague.

thank you!

laurent_pinsonJul 25, 2025
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Founder Team
Cesar_WhatsAppWidget

Cesar_WhatsAppWidget

Jul 25, 2025

A: Hi:
- Return user. The user is coming back. Is a new lead, but from someone who already registered.
- Desktop. the user is using the computer. not the phone. You know... one of those. :)
- We will make a chapter about "teams". You can create a user inside "teams" and send the lead to that user.

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