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What is an AI Agent? 4 Major Types You Should Know

An AI agent is an autonomous software program designed to interact with its environment, process data, and perform self-directed actions to achieve predefined goals. Unlike traditional automation tools, AI agents can adapt, learn, and make independent decisions, reducing the need for human intervention.

4 Major Types of AI Agents:

  1. Simple Reflex – Operate based on predefined rules without considering past interactions. They are usually used for simple, repetitive tasks, like basic customer service bots or automatic doors.
  2. Model-Based Reflex – Use an internal model to analyze the environment and predict outcomes. They are suitable for applications like self-driving cars, making decisions based on traffic conditions. 
  3. Goal-Based Agents – Plan optimal actions to achieve specific objectives. For example, a robot assistant can adjust its actions based on the user’s needs.
  4. Learning Agents – Continuously improve by learning from past interactions. For instance, recommendation systems adjust their suggestions based on user behavior.

Components of an AI Agent

AI agents function by integrating several essential components:

  • Perception Module – Gathers data through sensors, NLP, or API connections.
  • Knowledge Base – Stores relevant structured and unstructured data for decision-making.
  • Reasoning & Decision-Making Engine – Analyzes data to determine the best course of action.
  • Learning Module – Uses machine learning techniques to enhance future performance.
  • Communication Interface – Facilitates interaction with users, other AI agents, or external systems.
  • Action Module – Executes decisions, whether through automation, commands, or alerts.

How an AI agent works?

AI agents streamline and automate complex tasks, typically following a specific workflow to accomplish their assigned objectives.

Goal Identification
The AI agent starts by receiving a clear instruction or goal from the user. It uses this goal to plan relevant tasks that will lead to a useful outcome. The agent then breaks down the goal into smaller, manageable tasks. To achieve the overall objective, the agent executes these tasks in a specific order or under certain conditions.

Information Gathering
To effectively carry out the planned tasks, AI agents require information. For instance, an agent might need to analyze customer sentiments by extracting conversation logs. This may involve accessing the internet to search for and retrieve necessary data. In some cases, an intelligent agent can interact with other agents or machine learning models to obtain or share information.

Task Execution
Once it has sufficient data, the AI agent systematically executes the tasks. After completing a task, it removes it from its list and moves on to the next. Throughout this process, the agent assesses whether it has met the designated goal by seeking external feedback and reviewing its own logs. Additionally, the agent may generate and address new tasks as needed to achieve the final outcome.


How Do AI Agents Differ from Other AI Tools?

AI agents stand apart from conventional AI tools in several ways:

FeatureAI AgentsTraditional AI Tools
AutonomyOperate independentlyRequire manual intervention
Decision-MakingEvaluate options and take actionsProvide insights, require human decisions
AdaptabilityLearn from experience and feedbackFollow pre-programmed rules
ComplexityHandle multi-step workflowsLimited to single-task execution
IntegrationCan work with APIs, databases, and other AI toolsOften function in isolation

AI Agent Tutorial: 5 Major Operating Principles + Step-by-Step Instructions

5 Major Operating Principles of AI Agents:

  1. Autonomy – AI agents work independently based on predefined goals.
  2. Data Collection – Gather information from structured and unstructured sources.
  3. Decision-Making – Apply reasoning models to execute appropriate actions.
  4. Learning & Adaptation – Improve over time through machine learning techniques.
  5. Human Collaboration – Complement human efforts rather than replace them.

Step-by-Step Guide to Implement an AI Agent:

  1. Define the Objective – Identify the specific problem or task for automation.
  2. Select the AI Model – Choose between rule-based, supervised learning, or reinforcement learning models.
  3. Gather and Train Data – Integrate structured data sources for optimal learning.
  4. Deploy and Monitor – Implement the AI agent in a real-world environment.
  5. Refine & Improve – Continuously monitor and update based on feedback.

Benefits and Limitations of AI Agents

Benefits:

  • Autonomy: Operates without human intervention, perceives the environment, and makes decisions independently.
  • High Efficiency: Can process large amounts of data and respond quickly.
  • 24/7 Operation: Suitable for tasks that require continuous monitoring or operation.
  • Adaptability & Learning: Learns and optimizes decision-making based on changing environments.
  • High Accuracy: Reduces errors by using data and algorithms, especially for repetitive and data-intensive tasks.
  • Scalability: Can be applied to various tasks and environments, and easily scaled to larger operations.
  • Cost Reduction: Reduces the need for human labor and increases operational efficiency.
  • Unbiased Decisions: Makes objective judgments based on data, avoiding human emotions or biases.
  • Improved User Experience: Provides personalized services based on user preferences, improving satisfaction.

Limitations:

  • Data Privacy Risks: Requires strong security and compliance management.
  • Complex Setup: Needs technical expertise for successful deployment.
  • Bias & Ethical Issues: AI decisions may be influenced by the training data.
  • High Computational Costs: Requires powerful computational resources to support operations.

How to apply AI Agents in Sales and Digital Marketing

AI agents have a broad range of applications across multiple industries:

Customer Service
You can utilize WATI for the AI Agent technology to deploy automated AI customer service bots to handle queries and issues, ensuring 24/7 real-time responses. The AI Agent automatically assesses customer needs and provides accurate answers or guidance, reducing the workload on human customer service agents.

Marketing
WATI enable users to leverages AI Agents for personalized marketing campaigns. By analyzing user behavior data and preferences, the AI Agent recommends tailored messages, promotions, or coupons. It uses WhatsApp to send precise promotional campaigns, enhancing customer engagement.

Healthcare
WATI allows applying AI Agents for patient management and medical notifications. Through WhatsApp, the AI Agent sends appointment reminders, health tracking updates, and medical result notifications to patients. It can automatically analyze medical data, assist in healthcare services, and provide personalized health advice.

Retail and E-commerce
WATI uses AI Agents to create personalized shopping experiences. Based on customers’ past shopping behavior, preferences, and search history, the AI Agent recommends products or content. It dynamically adjusts prices and pushes promotional messages based on real-time demand and stock levels, enhancing the shopping experience.

Supply Chain
WATI employs AI Agents to assist with inventory management predictions and logistics optimization. The AI Agent analyzes real-time inventory data, communicates with suppliers or logistics companies automatically, sends alert notifications, and helps adjust production and shipping plans, optimizing the entire supply chain process.


Future Development of AI Agents

Agentic AI

The next frontier in AI agent development is Agentic AI, which enables AI systems to actively pursue goals with greater autonomy. Unlike traditional AI models, Agentic AI can:

  • Plan complex multi-step tasks without human intervention
  • Continuously learn and adjust strategies in real-time
  • Collaborate dynamically with other AI agents to optimize workflows

Key Trends in AI Agent Evolution:

Greater Autonomy – AI agents will handle up to 80% of customer interactions independently. 

Integration with LLMs – Enhanced conversational capabilities via generative AI models. 

Scalability – AI agents will integrate across multiple business functions seamlessly. Enhanced Security Measures – AI governance and compliance improvements.

Are you ready to transform your customer interactions? Discover the power of Omnichannel Conversational AI Agents with Wati! Use the intelligent chatbots to do more than just answer FAQs—when you can automate workflows, enhance engagement, and drive business growth. Don’t miss out on the future of messaging! Get started today and elevate your customer experience!

How Wati Can Address Your AI Agent Needs

Are you ready to transform your customer interactions? Discover the power of Omnichannel Conversational AI Agents with Wati! Our intelligent chatbots do more than just answer FAQs—they automate workflows, enhance engagement, and drive business growth. Don’t miss the future of messaging! Get started today and elevate your customer experience!

At Wati, we specialize in WhatsApp API solutions and provide a Unified DM platform that centralizes messaging across various channels. We are now expanding into Omnichannel Conversational Agents—intelligent chatbots designed to automate workflows and enhance customer engagement.

  • Manage customer conversations across WhatsApp, Facebook Messenger, and Instagram from a single dashboard.
  • Automate customer interactions with intelligent chatbots tailored to your business needs.
  • Easily create AI-powered conversational agents without any coding expertise.

WhatsApp網頁版/桌面版:登入及使用教學(2025年更新)

在現代工作和生活中,WhatsApp 成為不可或缺的通訊工具。本文將詳盡介紹 WhatsApp 的桌面版與網頁版,包括登入方法、使用差異以及如何透過 WhatsApp Business API 提升企業效率。

如何登入WhatsApp 網頁版?

  1. 開啟瀏覽器:在電腦的瀏覽器中輸入 WhatsApp Web 網址
  2. 掃描 QR 碼:打開手機的 WhatsApp,前往 設定 > 已連結裝置,掃描頁面上的 QR 碼。
  3. 完成連結:掃描成功後,您的 WhatsApp 聊天內容會同步顯示在網頁版。

如何登入WhatsApp 桌面/電腦版?

  1. 下載應用程式:前往 WhatsApp 官方網站下載適用於 Windows 或 macOS 的桌面版應用程式。
  2. 安裝與啟動:完成安裝後,打開應用程式,會出現一個 QR 碼。
  3. 掃描 QR 碼:使用手機 WhatsApp 扫描 QR 碼,與桌面版同步。

WhatsApp 網頁版與桌面/電腦版有何分別?

以下是 WhatsApp 網頁版與桌面版的主要差異:

特點網頁版桌面版
安裝需求不需安裝,只需瀏覽器即可使用需安裝應用程式
支持功能基本功能(發送/接收訊息、文件)支持更多功能(如語音/視頻通話)
資源消耗較低,依賴瀏覽器較高,獨立應用程式
穩定性依賴網頁穩定性獨立運作,較穩定

WhatsApp 網頁版有哪些快捷鍵?

WhatsApp 網頁版提供多種鍵盤快捷鍵,讓用戶在 Windows 和 Mac 系統上更高效地操作。以下是 WhatsApp 網頁版的常用快捷鍵清單:

Windows WhatsApp 網頁版快捷鍵

  • Ctrl + N: 開始新對話
  • Ctrl + Shift + N: 建立新群組
  • Ctrl + E: 封存當前對話
  • Ctrl + Shift + M: 靜音當前對話
  • Ctrl + Shift + U: 將對話標記為未讀
  • Ctrl + Backspace: 刪除當前對話
  • Ctrl + P: 開啟個人資料
  • Ctrl + ,: 開啟設定
  • Ctrl + F: 搜尋對話列表
  • Ctrl + Shift + F: 搜尋當前對話中的訊息
  • Ctrl + Alt + Tab: 切換到下一個對話
  • Ctrl + Alt + Shift + Tab: 切換到上一個對話
  • Ctrl + Shift + [: 切換到上一個對話
  • Ctrl + Shift + ]: 切換到下一個對話
  • Shift + Tab: 將焦點移至表情符號按鈕
  • Ctrl + Enter: 在輸入訊息時換行(不發送訊息)

Mac WhatsApp 網頁版快捷鍵

  • Cmd + N: 開始新對話
  • Cmd + Ctrl + N: 建立新群組
  • Cmd + Ctrl + E: 封存當前對話
  • Cmd + Ctrl + Shift + M: 靜音當前對話
  • Cmd + Ctrl + Shift + U: 將對話標記為未讀
  • Cmd + Backspace: 刪除當前對話
  • Cmd + P: 開啟個人資料
  • Cmd + ,: 開啟設定
  • Cmd + F: 搜尋對話列表
  • Cmd + Ctrl + F: 搜尋當前對話中的訊息
  • Cmd + Ctrl + Tab: 切換到下一個對話
  • Cmd + Ctrl + Shift + Tab: 切換到上一個對話
  • Shift + Tab: 將焦點移至表情符號按鈕
  • Cmd + Enter: 在輸入訊息時換行(不發送訊息)

其他實用功能

  • 表情符號輸入:在訊息輸入框中輸入 : 後接表情符號名稱的前兩個字母(例如 :ha),即可快速顯示相關表情符號,使用箭頭鍵選擇,按 Enter 確認。
  • 訊息格式化:
    • 粗體:在文字兩側加上 *(例如 *文字*)
    • 斜體:在文字兩側加上 _(例如 _文字_)
    • 刪除線:在文字兩側加上 ~(例如 ~文字~)
    • 等寬字體:在文字兩側加上 (例如 文字“`)

企業如何讓多名員工登入同一WhatsApp帳號?

一般WhatsApp
普通 WhatsApp 帳號僅支援最多 4 台設備同時登入,但多名員工使用時容易出現資訊混亂的情況,無法滿足企業需求。

WhatsApp Business API – Wati
企業可申請 Wati 的 WhatsApp Business API,實現多用戶同時登入同一 WhatsApp 帳號,且具備更強大的管理功能,例如

  • 多人同時處理客戶查詢
  • 沒有裝置數量限制
  • 分配員工回覆特定客戶

如果單單是使用WhatsApp Business,企業往往只能在一個手機及一個電腦上回覆客戶,若然客流量較大,無疑會帶來極大不便。

不過,企業只要成功註冊WhatsApp Business API,企業就可以將其整合到更為完備的第三方平臺,例如Wati一站式對話通訊平臺,支援多個團體成員同時登入賬戶處理客戶查詢,從而實現更高效的客服內部溝通和協調,大幅提升客服效率和質量。這不僅為企業帶來更好的客戶體驗,也為企業自身的發展提供了強有力的支持。

WhatsApp Business API 多元化進階 WhatsApp 企業功能

企業能夠利用 WhatsApp API 進行銷售自動化,並提升顧客互動體驗。這包括自動回應、訂單追蹤、多人多裝置同步登入等功能,能有效促進業務增長。與個人版及 WhatsApp Business 比較箇中分別,就可以見到 WhatsApp Business API 乃是一款強調「多人協作」、「自動化」、「延伸連接」的商業配套。如果大家有感企業需要更強大的 WhatsApp 營運配套,不妨展開 Wati 為您提供的 7 日免費試用,親身體驗一系列進階功能如何為您輕鬆提高營運效益!如果大家有任何疑問,歡迎點擊頁面右下方 WhatsApp 對話按鈕,Wati 團隊非常樂意為大家解答!

透過本文的教學,您已了解 WhatsApp 桌面版與網頁版的操作方法以及差異,更明白如何利用 WhatsApp Business API 讓企業通訊更高效!如果有需要進一步的幫助,不妨嘗試 Wati 提供的專業服務,為您的業務增值!

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什麼是AI Agent?你要知道的4大種類

AI Agent是一種自主軟件程式,能與環境互動、處理數據,並根據預設目標執行決策。與傳統自動化工具不同,AI Agent具有學習與適應能力,能夠自主決策,減少人為干預。

AI Agent的4種常見類型:

  1. 簡單反射型(Simple Reflex Agents)
  • 基於規則作出反應,不考慮過去的經驗或環境。通常應用於簡單、重複性的任務中,如客服機器人。
  1. 模型反射(Model-Based Reflex Agents)
  • 使用模型分析當前環境並預測結果。適用於像自動駕駛系統,根據交通狀況做出決策。
  1. 目標導向代理(Goal-Based Agents)
  • 關注當前狀況及考慮長期目標,並計劃下一步以實現目標。例如,機器人助手可根據使用者的需求來調整行動。
  1. 學習型代理(Learning Agents)
  • 能從過去的經驗中學習,並持續改進決策。例如,推薦系統會根據用戶行為調整推薦策略。

AI Agent 的組成部分

AI Agent 是由多個核心組件構成,這些組件協同運作,讓 AI Agent 能夠有效地執行任務。以下是主要組件的簡單介紹:

  1. 感知模組 (Perception Module)
    AI Agent 依賴感測器和 API等技術,來收集外部環境的數據。例如,語音識別模組能夠處理語音輸入。這些數據會被預先處理,成為 AI Agent 做出分析和決策的基礎。
  2. 知識庫 (Knowledge Base)
    知識庫是 AI Agent 的「大腦」,儲存各種資料,無論是數據還是文本、歷史對話記錄等等,AI Agent 能夠依據過往的資料來提供更精準的回應。例如,AI 客服可以利用過去的客戶互動記錄來提供量身定制的解決方案。
  3. 決策引擎 (Reasoning & Decision-Making Engine)
    這是 AI Agent 的智慧核心,負責根據規則、演算法來分析輸入數據,並決定最合適的行動方案。例如,在自動交易系統中,這個引擎能根據市場趨勢即時作出投資決策。
  4. 學習模組 (Learning Module)
    AI Agent 能夠透過強化學習來不斷提升自身的能力。舉例來說,推薦系統會根據用戶的行為模式調整建議內容,而機器人則會根據環境變化來調整策略。這樣的學習能力使得 AI Agent 能夠應對不同的場景和挑戰,並持續進步。
  5. 通信介面 (Communication Interface)
    AI Agent 通過API、即時消息系統等方式,與其他人或企業系統進行溝通。例如,企業內部的 AI 助手可以通過 API 來存取 CRM 等系統,並提供即時的業務數據查詢與分析。
  6. 執行模組 (Action Module)
    最終,AI Agent 需要執行特定的行動。這可能是發送自動化郵件、完成交易,甚至調整推薦結果。

AI Agent 與其他AI 工具有何分別?

特點AI Agent傳統AI工具
自主性獨立運作需要人為介入
決策能力評估選項並執行行動提供數據分析,需人工決策
適應性根據經驗學習與優化依靠預設規則運行
複雜性處理多步驟工作流限於單一任務執行
整合能力可與API、數據庫及其他AI工具互通通常獨立運行

AI Agent 教學:5大運作原理+步驟指示

5大AI Agent運作原理:

  1. 自主運行 – 根據預設目標獨立運作。
  2. 數據收集 – 從結構化及非結構化數據源獲取資訊。
  3. 決策與執行 – 應用推理模型執行適當行動。
  4. 學習與適應 – 透過機器學習技術不斷提升表現。
  5. 人機協作 – 與人類專業人員互補協作。

步驟指導:如何實施AI Agent?

  1. 定義目標 – 明確需要解決的問題或任務。
  2. 選擇AI模型 – 選擇基於規則、監督學習或強化學習的模型。
  3. 數據收集與訓練 – 整合結構化數據源,提升學習效果。
  4. 部署與監控 – 在真實環境中測試與監控AI Agent運行狀況。
  5. 優化與提升 – 根據反饋持續改進AI Agent性能。

AI Agent 的好處及限制

好處:

自主:無需人工干預,能自主感知環境並做出決策。

高效率:能在短時間內處理大量數據並迅速做出反應。

持續運作:全天候運行,適用於需要不間斷監控或操作的工作。

適應性與學習能力:能根據環境變化自我學習和優化決策。

準確性高:通過數據和算法來降低錯誤率,尤其在重複性高、數據密集的工作中。

可擴展性:可以應用於各種任務和環境,並能夠輕鬆擴展至更大規模的操作。

降低成本:AI Agent 可以減少人工成本,並提高工作效率。

無偏見決策:基於數據做出客觀判斷,避免人為情感或偏見影響決策。

提升用戶體驗:可根據用戶偏好提供個性化服務,提高滿意度。

限制:

數據隱私風險 – 需強化安全與合規性管理。 

設置複雜 – 需要技術專業知識以確保順利部署。 

偏見與倫理問題 – AI決策可能受訓練數據影響。 

高運算成本 – 需要強大計算資源支持。

AI Agent 的應用例子

行業應用案例
客戶服務WATI透過AI Agent技術,使用自動化的AI客服機器人來處理查詢與問題,實現24/7即時響應。AI Agent根據客戶需求自動判斷並提供準確的答案或指引,減少人工客服負擔。
市場營銷利用AI Agent進行個性化行銷活動,根據用戶的行為數據和偏好分析,推薦定制化的訊息、促銷或優惠券。AI Agent透過WhatsApp發送精準的推廣活動,增強顧客參與度。
醫療保健應用AI Agent進行病患管理與診療通知,通過WhatsApp向病人發送預約提醒、健康狀況跟踪、診療結果更新等。AI Agent能夠自動化分析病歷數據,輔助醫療服務並提供個性化健康建議。
零售與電商利用AI Agent實現個性化購物體驗,根據顧客的過往購物行為、偏好和搜尋紀錄,推薦商品或內容。AI Agent根據即時需求和庫存狀況,動態調整價格並推送促銷信息,提升用戶的購物體驗。
供應鏈透過AI Agent協助預測庫存管理與物流優化。AI Agent能夠分析實時的庫存數據,與供應商或物流公司進行自動化溝通,發送預警通知,並協助調整生產和運輸計劃,優化整個供應鏈流程。

AI Agent 的未來發展

Agentic AI

Agentic AI將成為未來AI代理發展的關鍵,這類AI系統將具備更高自主性,能夠:

  • 規劃並執行多步驟任務
  • 即時學習並調整策略
  • 與其他AI代理協同合作

未來AI Agent發展趨勢:

更高自主性 – AI代理將可獨立處理80%以上的互動。 

與LLM整合 – 透過生成式AI提升對話能力。  

可擴展性 – AI將可在多個業務功能間無縫運行。 

強化安全性 – AI治理與合規標準將進一步提升。

隨著AI技術不斷進步,AI Agents在各行各業中的應用前景廣闊。你也可以利用Wati等工具快速開發自己的AI Agent,並將它應用到具體業務場景中,提升效率與精度。

想透過 AI 加快客戶互動?Wati 最新的全渠道對話式人工智能機械人不僅僅回答常見問題,更加幫你自動化工作流程、增強客戶互動並推動業務增長!立即開始,提升您的客戶體驗!

How to use one WhatsApp account on two or more phones?

WhatsApp has become an essential tool for communication worldwide, but using the same account on multiple phones can be tricky. This guide explains how to achieve this, explores the limitations, and highlights the solutions offered by tools like the Wati WhatsApp Business API.

Limitations of sharing a WhatsApp account

  1. Single-Device Restriction: WhatsApp was initially designed to work on a single device. Although multi-device support exists, it has limitations when syncing two phones.
  2. Sync Issues: Messages and media may not sync properly across devices.
  3. Security Risks: Sharing accounts increases the risk of unauthorized access and data breaches.
  4. App Functionality Constraints: Some features, like end-to-end encryption, may behave differently when accounts are used on multiple phones.

How to share one WhatsApp account between two or more phones?

Method 1: Using WhatsApp’s Multi-Device Feature

  1. Primary Setup: Ensure your primary phone is linked to your WhatsApp account.
  2. Link Secondary Device: Open the secondary phone’s browser, navigate to WhatsApp Web, and scan the QR code from your primary phone.
  3. Install Companion Mode (Beta): WhatsApp has introduced companion mode for beta users. Enable this feature from settings to connect multiple phones seamlessly.

Once you link your WhatsApp account to another iPhone, your chat history will be securely synced across all linked devices. Similar to WhatsApp for Android, some features remain unavailable, such as managing broadcast lists and posting status updates on linked devices.

With this feature, users can link up to four devices simultaneously, allowing you to connect more than two phones to your WhatsApp account. Additionally, even when using WhatsApp on linked phones, your personal messages and calls will remain end-to-end encrypted. When someone sends you a message, it will be transmitted securely.

Method 2: Third-Party Solutions (WhatsApp Business API)

Through the WhatsApp Business API, businesses can seamlessly integrate WhatsApp data into their customer relationship management (CRM) systems, allowing for unified management of various communication tools. This integration not only significantly enhances work efficiency but also fosters collaboration among team members.

Using a CRM system (like Wati) to manage WhatsApp enables the entire team to collaboratively handle all incoming and outgoing messages from the same WhatsApp number. Furthermore, when a customer first contacts a business account, the system can automatically add them to the contact list, eliminating the need for manual entry.

Additionally, employees can use multiple phones or computers to respond to customer messages at any time, ensuring they don’t miss out on opportunities due to overlooked messages.

Can one phone have two WhatsApp accounts?

Yes, it is possible using these methods:

  1. Dual SIM Phones: Many phones offer Dual Apps or App Clone features, allowing users to install two instances of WhatsApp.
  2. WhatsApp Business App: Install WhatsApp and WhatsApp Business for separate numbers on the same phone.

How does Wati WhatsApp Business API solve the multi-login problem?

Wati’s WhatsApp Business API is a robust solution for businesses needing multi-device access. For business owners looking to improve their sales, WhatsApp’s API offers a powerful way to integrate customer service, order tracking, and automated replies directly into your business operations. With these advanced features, you can enhance customer interactions and boost your sales seamlessly.

Comparing the personal version of WhatsApp with WhatsApp Business API reveals that WhatsApp Business API is a commercial solution that emphasizes “collaboration,” “automation,” and “extended connectivity.”

How to start using Wati WhatsApp Business API?

Wati is an all-in-one intelligent personal assistant service designed to help merchants manage their corporate WhatsApp accounts easily. In 2019, Wati was among the first global partners to be recognized by WhatsApp, allowing businesses of all sizes to apply for official WhatsApp accounts and activate the WhatsApp Business API.

Wati is headquartered in Hong Kong and serves over 12,000 customers from more than 160 countries. It is the only premier tier partner of WhatsApp in Hong Kong. The platform enables flexible collaboration between businesses and employees, making it suitable for both multinational corporations (MNCs) and small to medium enterprises (SMEs). Notable clients include JP Morgan, WeLab Bank, ZA Bank, and various universities and NGOs.

For more details, click the Book Demo button on the upper right to connect directly with the Wati team.

With evolving features like companion mode and robust business tools like Wati, managing a WhatsApp account on multiple devices has become more accessible and efficient. Choose the solution that best fits your needs while keeping security and compliance in mind.

如何做到兩部或多部手機共用一個WhatsApp 帳戶?

WhatsApp是現代人生活中不可或缺的通訊工具,但要在多部手機上同時使用一個帳戶卻不容易。以下將介紹實際操作方法、功能的限制,並分享Wati WhatsApp Business API提供的最強解決方案。

WhatsApp 帳戶共用限制

  1. 單一設備限制:WhatsApp原本僅設計供單一設備使用,即使現在支援多設備/平台,但實際應用上仍存在一定的限制。
  2. 同步問題:在多部設備間,訊息和媒體內容可能會不同步或延遲。
  3. 安全風險:多設備使用可能增加未授權存取與數據洩露的風險。
  4. 功能限制:如端到端加密功能可能因多設備使用而受到影響。

如何做到一個WhatsApp 帳戶由兩部或以上電話共用?

方法一:利用WhatsApp的多設備功能

  1. 啟用主要設備:在主手機上登錄你的WhatsApp帳戶。
  2. 使用WhatsApp Web:在副手機的瀏覽器中打開WhatsApp Web,掃描主手機的QR碼。
  3. 啟用伴侶模式(Beta):部分用戶可以使用WhatsApp伴侶模式,直接將帳戶擴展至多部設備。

將 WhatsApp 帳號連結到另一部 iPhone 後,聊天記錄將安全地同步至所有連結的設備。類似於 WhatsApp for Android,某些功能仍然無法使用,例如在連結設備上管理廣播列表和發布狀態更新。

透過此功能,用戶最多可以同時連結四個設備,這意味著您甚至可以將多於兩部手機連接到您的 WhatsApp 帳號。此外,即使在連結的手機上使用 WhatsApp,您的個人訊息和通話仍然會保持端到端加密。當有人發送訊息給您時,該訊息會被安全地傳送。

方法二:第三方解決方案 (WhatsApp Business API)

透過 WhatsApp Business API,企業可以將 WhatsApp 數據無縫整合到其客戶關係管理系統中,這使得多種通訊工具能夠統一管理。這種整合不僅能顯著提升工作效率,還能促進團隊之間的協作。

使用客戶關係管理系統 (如Wati) 來管理 WhatsApp,整個團隊可以共同處理同一 WhatsApp 號碼的所有收到和發出的訊息。此外,當客戶首次聯繫商業帳戶時,系統能自動將其加入聯絡人清單,省去了手動輸入的麻煩。

此外,員工可以同時使用多部手機或電腦隨時回覆客戶訊息,避免因漏接訊息而錯失商機。

一部電話可以開兩個WhatsApp嗎?

一部電話是絶對可以開兩個WhatsApp的,以下是兩種常見方法:

  1. 雙卡雙待功能:許多智能手機支援「雙App」或「應用分身」功能,讓用戶在同一手機上使用兩個不同的WhatsApp帳戶。
  2. WhatsApp Business App:可安裝WhatsApp和WhatsApp Business兩個應用,分別用於個人和商務用途。

Wati WhatsApp Business API 如何解決多人登入問題?

Wati 的 WhatsApp Business API為企業提供多用戶管理WhatsApp帳戶的解決方案,企業能夠利用 WhatsApp API 進行銷售自動化,並提升顧客互動體驗。這包括自動回應、訂單追蹤、多人多裝置同步登入等功能,能有效促進業務增長。與個人版及 WhatsApp Business 比較箇中分別,就可以見到 WhatsApp Business API 乃是一款強調「多人協作」、「自動化」、「延伸連接」的商業配套。

Wati 如何助你輕鬆申請 WhatsApp Business API?

Wati 作為一個全方位智能 WhatsApp 管理平台,旨在幫助商家輕鬆管理其企業的 WhatsApp 帳戶。在 2019 年,Wati 成為 WhatsApp 首批全球夥伴之一,使各類型企業能夠申請官方 WhatsApp 帳戶並啟用 WhatsApp Business API。

Wati 總部位於香港,服務超過 12,000 名來自 160 多個國家的客戶,亦是香港唯一的 WhatsApp 頂級合作夥伴。Wati 平台促進企業與員工之間的靈活合作,適合跨國公司(MNC)和中小型企業(SME)。知名客戶包括 JP Morgan、WeLab Bank、ZA Bank 以及多所大學和非政府組織 (NGO)。

透過 Wati,企業能快速啟用 WhatsApp Business API,為顧客提供更個性化、高效的服務,進一步提升滿意度與銷售額。

通過WhatsApp的多設備功能或Wati WhatsApp Business API,實現多設備登入和高效管理成為可能。選擇適合自己的解決方案,讓WhatsApp的使用更加靈活高效!

WhatsApp 廣告攻略:如何結合IG/Facebook鎖定潛在客戶?

什麼是WhatsApp廣告?

WhatsApp廣告是指透過Facebook或Instagram投放的廣告,當用戶點擊後,會直接跳轉到與企業的WhatsApp對話中。這種方式使企業能夠與潛在客戶進行即時溝通,比傳統網站連結更具互動性和吸引力。用戶只需一點,即可進入WhatsApp對話,詢問產品或服務細節,甚至直接購買。

WhatsApp廣告有哪些好處?

  • 直接溝通:WhatsApp廣告讓企業能夠即時與客戶建立聯繫,提供更個性化的服務。
  • 提高互動率:作為全球最受歡迎的即時通訊應用之一,WhatsApp廣告能有效提升廣告的互動率。
  • 全球觸及:WhatsApp擁有超過20億用戶,企業可以觸及到全球的潛在客戶。
  • 提高轉化率:根據研究,與客戶進行WhatsApp對話能顯著提高購買轉化率。
  • 建立信任:WhatsApp的用戶體驗和個性化互動有助於加強客戶對品牌的信任感。

WhatsApp 廣告如何運作及顯示形式

WhatsApp廣告通常會以圖像、影片、輪播版位或特定消息的形式顯示在Facebook或Instagram上。廣告會引導用戶點擊進入WhatsApp,進行即時對話。一旦用戶點擊廣告,系統會自動將他們帶入與企業的WhatsApp頁面,這種無縫對接的過程使得客戶能夠快速詢問問題或了解產品,對於銷售過程中的關鍵時刻尤為重要。

如何設定WhatsApp廣告?

  1. 建立WhatsApp Business帳號:首先,您需要設置WhatsApp Business帳號,這可以通過WhatsApp Business App 或 WhatsApp Business API進行。
  2. 將WhatsApp與Facebook頁面連接:在Facebook頁面設置,將您的WhatsApp Business號碼與Facebook頁面進行連接
  3. 在Facebook Ads Manager中設置廣告
    • 選擇「訊息應用程式」作為廣告目標。
    • 在設置過程中選擇WhatsApp作為訊息平台。
    • 根據地理位置、年齡、興趣等設置目標受眾。
    • 設計您的廣告素材(圖片、影片、旋轉木馬),並設置清晰的行動呼籲(CTA)。
    • 設定廣告顯示位置,並發佈您的廣告。

結合Wati進階功能打造最強營銷武器

Wati提供多種有助於提升WhatsApp行銷效果的強大功能,包括

  • Conversion API:Wati 提供與 WhatsApp Conversion API 連接的服務,輕鬆提升廣告表現。透過在行銷數據與 Meta 平台之間建立一條直接的資訊渠道,Conversion API 能從你的網站、應用程式、CRM 系統、商店,甚至現在的 WhatsApp 商業對話中提取數據,並將所有數據集中在一個地方,幫助你根據真實且具體的數據,優化你的行銷策略決策。
  • 自動化對話:使用Wati的自動回應功能,可以自動解答常見問題,節省人力資源,並加快響應速度。
  • WhatsApp商業號碼認證:通過Wati獲得WhatsApp商業號碼認證,提升品牌信譽,讓客戶更信任您的業務。
  • 產品目錄展示:在WhatsApp中展示您的產品或服務,讓客戶可以直接在對話中瀏覽和詢問,無需離開聊天界面。
  • 多代理支持:Wati允許多個客服代理同時處理客戶查詢,提升客服效率,縮短回應時間。
  • 互動行銷工具:使用快捷回覆、訊息模板和自動化跟進等互動工具,有效提升客戶的參與度和轉化率。

將這些功能與WhatsApp廣告相結合,您將能夠打造一條順暢高效的客戶互動路徑,進而提升品牌影響力和銷售業績。

WhatsApp 互動式訊息:種類、範本、設置終極教學

隨著企業尋求提高客戶互動率,WhatsApp 互動式訊息無疑是其中一個秘密武器。WhatsApp 互動式訊息不僅能加強客戶關係,還能提升品牌形象及工作效率。本文將帶您了解 WhatsApp 互動式訊息的種類、範本及設置方法,讓您的業務溝通效率更流暢、更有效。

什麼是 WhatsApp 互動式訊息?

WhatsApp 互動式訊息是預先設計的訊息模板,這些訊息包含了可互動的元素,例如按鈕或快速回覆選項。這些訊息能讓客戶輕鬆地通過按鈕選擇,像是「確認預約」 或 「查看更多產品」 等,無需繁瑣的文字輸入,提高互動性與效率。

5 大 WhatsApp 互動式訊息的好處

提升客戶互動

1. 提升客戶互動

這些訊息不僅是簡單的通知。透過提供可選的回覆選項,客戶可以更輕鬆地參與對話,這不僅增強了互動性,也提升了客戶的參與感。此外,這樣的互動方式也能讓企業更好地了解客戶的需求和偏好,進一步優化服務內容。

2. 節省時間

自動化回覆常見問題能有效地節省企業和客戶的時間。許多客戶在聯繫企業時,往往會詢問相似的問題,透過自動回覆,企業能夠即時提供這些常見問題的解答,減少客服人員的負擔。最終,節省的時間會反映在客戶滿意度上,因為客戶能夠更快地獲得所需信息。

3. 專業一致的溝通風格

每條訊息都可以根據品牌的語調和風格進行調整,這對於保持專業的企業形象至關重要。當企業在所有溝通渠道中保持一致的風格時,客戶更容易識別該品牌,並建立對品牌的信任。

4. 個性化客戶體驗

儘管使用的是模板訊息,企業仍然可以根據客戶的姓名或特定情況進行個性化設置。例如,在發送促銷信息時,加入客戶的姓名或推薦基於他們過去購買的產品,可以使信息更具吸引力和相關性。這樣的做法不僅提高了客戶的滿意度,還能促進銷售。

5. 符合 WhatsApp 規範

WhatsApp 預先審核這些模板,確保所有訊息都符合平台的規範。企業可以放心使用這些經過審核的模板,無需擔心可能因不合規而導致的問題。這樣的合規性尤其對於那些在行業中需遵循特定規範的企業來說,顯得尤為重要,因為它不僅保護了企業自身的利益,也保障了客戶的權益。

WhatsApp 互動式訊息的種類

WhatsApp 互動式訊息可根據不同需求設置多種格式,常見的類型包括:

– 快速回覆

快速回覆是預先撰寫的回應,客戶可以一鍵選擇。例如,客戶可能會收到一條訊息,詢問他們是否希望預約,並提供選項如「立即預約」或「稍後再說」。

– 按鈕選項

按鈕允許客戶從不同的選項中選擇以回應您的訊息。按鈕通常用於交易互動,如預約、確認訂單或在產品目錄中導航。

– 列表訊息

列表訊息允許客戶從各種選擇中進行選擇,例如產品類別或服務選項。

WhatsApp 互動式訊息的範本

不同行業可以利用 WhatsApp 互動式訊息範本來增強客戶互動。以下是一些範本範例:

  1. 訂單確認(零售業)
    您的訂單已確認,並提供選項讓客戶追蹤訂單或聯繫客服。
    範本訊息:

    你好 [客戶姓名]!您的訂單 [訂單編號] 已確認,預計在 [送貨日期] 到達。
    您可以:
    • 追蹤我的訂單 📍
    • 瀏覽更多商品 🛍️
    • 聯繫客服 📞
  2. 預約提醒(醫療保健業)
    提醒客戶預約,並提供選項進行確認、重新安排或取消。
    範本訊息:
    你好 [患者姓名],這是您與 [醫生姓名] 的預約提醒,預約時間為 [日期] [時間]。
    • 確認預約
    • 重新安排
    • 取消預約
  3. 訂位確認(酒店業)
    提供選項讓客戶確認或更改預訂。
    範本訊息:
    你好 [客戶姓名]!您的 [酒店/餐廳名稱] 預訂已確認,時間為 [日期]。
    • 修改預訂
    • 取消預訂
    • 獲取更多詳情
  4. 帳戶更新(金融業)
    提供選項讓客戶查看帳戶餘額或聯繫客服。
    範本訊息:
    你好 [客戶姓名],您的帳戶餘額為 [餘額]。
    • 查看交易紀錄
    • 聯繫客服
    • 申請貸款

如何在 Wati 設置 WhatsApp 互動式訊息?

設置 WhatsApp 互動式訊息並不難,以下是簡單的步驟:

  1. 選擇範本:根據您希望進行的互動類型,選擇合適的訊息範本。
  2. 自訂範本:根據品牌語調與對話內容,個性化您的訊息範本。
  3. 發送互動訊息:完成自訂後,即可發送互動式訊息給客戶。

透過 Wati 平台,您可以輕鬆管理這些訊息,並跟蹤客戶互動數據,進一步優化您的客戶溝通策略。如果大家有感企業需要更強大的 WhatsApp 營運配套,不妨展開 Wati 為您提供的 7 日免費試用,親身體驗一系列進階功能如何為您輕鬆提高營運效益!如果大家有任何疑問,歡迎點擊頁面右下方 WhatsApp 對話按鈕,Wati 團隊非常樂意為大家解答!

希望這篇文章幫助您更了解 WhatsApp 互動式訊息的強大功能!立即開始使用這些功能,提升客戶體驗並加強品牌與客戶之間的聯繫吧!

WhatsApp新功能大集合(2025年01月更新)

「People nearby」分享檔案 – 未公布

Whatsapp即將推出「People nearby」功能,讓用戶可以在相近範圍內直接分享檔案。此功能尚在開發中,但無疑將大大提升檔案傳輸的便利性。

停用連結預覽 – 未公布

對於注重隱私或喜愛簡單界面的用戶,Whatsapp將很快推出禁用連結預覽的功能。到時候,分享的連結將不再自動顯示預覽圖片或內容,讓你更加掌控聊天內容。

自動封鎖惡意訊息 – 未公布

Whatsapp也將推出自動封鎖功能,當偵測到可疑或惡意訊息(如詐騙信息、垃圾郵件等)時,會自動將其封鎖,為用戶提供更多保障。

1. 與AI互動對話

Whatsapp現在引入AI技術,為用戶提供更智慧的互動體驗。AI將協助提供自動回覆、訊息建議等功能,無論是私人還是商業溝通,都能夠更快速且精準地回應,提升聊天效率。

2. 分開私人/工作聯絡人

新的功能允許用戶將私人聯絡人與工作聯絡人分開管理。這樣你可以輕鬆區分工作與生活,避免重要訊息混淆,保持清晰的生活與工作界限。

3. 草稿訊息提示

Whatsapp新增草稿訊息提示功能,當你撰寫未發送的訊息時,系統會提醒你,讓你不會錯過未發送的重要訊息,確保隨時保持聯繫。

4. Whatsapp Call加入濾鏡

新的Whatsapp將加入濾鏡功能在語音和視頻通話中,讓你可以輕鬆調整背景或改善通話畫質,提升視訊通話的體驗。

5. 將聊天室分類至「最愛」

Whatsapp現在允許用戶將最常聯繫的聯絡人或群組標記為「最愛」,使得我們不會錯過重要的訊息,能夠更快找到並回覆重要對話。

6. Whatsapp 社群:公告群組活動和回覆

社群管理員將能夠在群組中公告活動或回覆訊息,這對於管理大型社群或組織群體特別有幫助,能確保群組成員得到重要通知。

7. 自製Whatsapp貼紙

WhatsApp將推出自製貼紙功能,讓用戶能夠創建個性化的貼紙,加入更多趣味和創意,讓聊天過程更加生動有趣。

8. 輸入簡單指令編輯文字格式

WhatsApp將簡化文字格式編輯,用戶可以透過簡單的指令輕鬆將訊息設定為粗體、斜體或底線,快速提升訊息的可讀性和表達效果。

WhatsApp 進階功能

WhatsApp Flows(流程)

WhatsApp 針對企業推出「Whatsapp Flows」,這是一種客戶互動流程管理工具,幫助企業自動化處理客戶查詢,並提供精確、高效的服務。

透過 WhatsApp Flows,企業能在對話中創建自動化的客戶旅程。客戶可以在 WhatsApp 內完成預約、填寫和提交表格,而無需離開應用程式。由於不需要下載額外的應用程式或在不同平台間切換,WhatsApp Flows 為客戶帶來了更便捷和流暢的體驗。

WhatsApp Business API 多元化進階 WhatsApp 企業功能

企業能夠利用 WhatsApp API 進行銷售自動化,並提升顧客互動體驗。這包括自動回應、訂單追蹤、多人多裝置同步登入等功能,能有效促進業務增長。與個人版及 WhatsApp Business 比較箇中分別,就可以見到 WhatsApp Business API 乃是一款強調「多人協作」、「自動化」、「延伸連接」的商業配套。

如果大家有感企業需要更強大的 WhatsApp 營運配套,不妨展開 Wati 為您提供的 7 日免費試用,親身體驗一系列進階功能如何為您輕鬆提高營運效益!如果大家有任何疑問,歡迎點擊頁面右下方 WhatsApp 對話按鈕,Wati 團隊非常樂意為大家解答!

結語

Whatsapp的最新更新不僅提升了個人使用的便利性,也為商業用戶提供了更多創新功能,無論是加強隱私保護,還是提升客戶互動,這些新功能都將帶來更順暢、更有趣的使用體驗。隨著這些功能陸續推出,Whatsapp將會變得更加智能、實用,讓我們期待它帶來更多的驚喜!

WhatsApp New Features Overview (Updated in Apr 2025)

People Nearby File Sharing – Not Yet Released

Soon, WhatsApp will introduce a way to share files with people nearby, just like Bluetooth file transfers. While this feature is still in development, it promises to make sharing large files with those in your vicinity as easy as a few taps.

Disable Link Preview – Not Yet Released

For those who prefer privacy or a cleaner chat interface, WhatsApp will soon let you disable link previews. No more unwanted image previews when you share links—just a link without the fuss.

Auto-block Malicious Messages – Not Yet Released

To enhance user security, WhatsApp is working on a feature to automatically block suspicious messages, including those that may be phishing attempts or spam. This will make your WhatsApp experience safer and more trustworthy.

1. Interactive Conversations with AI

WhatsApp is stepping into the future with AI-powered interactions. This feature will help you navigate conversations with smarter suggestions and automated replies. Whether it’s responding to messages quickly or crafting the perfect reply, AI will streamline your chats, making them more efficient and engaging.

2. Separate Personal/Work Contacts

To help keep your personal life and work life separate, WhatsApp is rolling out a new feature that lets you organize your contacts into distinct categories. You can now have clear distinctions between colleagues, friends, and family, making it easier to switch between different communication modes without the overlap.

3. Draft Message Reminders

Have you ever started typing a message only to forget about it? WhatsApp is introducing draft message reminders so you won’t leave important messages half-written. You’ll be notified to complete and send any unsent drafts, ensuring you stay on top of your conversations.

4. Filters Added to WhatsApp Calls

WhatsApp will soon offer filters for your voice and video calls, allowing you to adjust your background or improve lighting with a simple click. These filters are designed to enhance the quality of your calls and add a bit of fun to your chats!

5. Categorize Chats as “Favorites”

With the new “Favorites” feature, you can now mark your most important chats for quicker access. This will be especially helpful for frequently contacted people or groups, ensuring you never miss an important message.

6. WhatsApp Communities: Announce Group Activities and Replies

Admins will soon have more control over group communication with the ability to announce group activities and replies. This feature is perfect for managing large communities, organizations, or event groups, ensuring that everyone stays informed about important updates and activities.

7. Create Custom WhatsApp Stickers

Bring even more fun and personalization to your conversations with custom stickers! Soon, you’ll be able to create your own stickers directly in WhatsApp, adding a unique touch to your messages and making chats more entertaining.

8. Enter Simple Commands to Edit Text Formatting

Text formatting is getting easier with WhatsApp’s new command system. Simply enter commands to bold, italicize, or underline your text in messages. No more complicated settings—just quick and easy text editing.

What Are The Advanced WhatsApp Features?

WhatsApp Flows

For businesses, WhatsApp is introducing WhatsApp Flows—a feature that allows you to create structured, guided conversations with customers. This is ideal for customer support, where you can automate responses and ensure your clients receive accurate, consistent information.

Through WhatsApp Flows, businesses can create automated customer journeys within conversations. Customers can make appointments, fill out, and submit forms directly within WhatsApp without leaving the app. Since there is no need to download additional applications or switch between different platforms, WhatsApp Flows provides customers with a more convenient and seamless experience.

How to Boost Sales with WhatsApp Business API

For business owners looking to improve their sales, WhatsApp’s API offers a powerful way to integrate customer service, order tracking, and automated replies directly into your business operations. With these advanced features, you can enhance customer interactions and boost your sales seamlessly.

Comparing the personal version of WhatsApp with WhatsApp Business API reveals that WhatsApp Business API is a commercial solution that emphasizes “collaboration,” “automation,” and “extended connectivity.”

If you feel that your business needs a more powerful WhatsApp operational solution, consider trying Wati’s 7-day free trial to experience firsthand how a range of advanced features can easily enhance your operational efficiency! If you have any questions, feel free to click the WhatsApp chat button at the bottom right of the page.

WhatsApp’s latest updates are all about improving convenience, security, and creativity. Whether you’re a casual user or a business owner, these new features will help you communicate more effectively, stay organized, and have fun while chatting. With these updates, WhatsApp is continuing to evolve, keeping up with the demands of modern communication. Keep an eye out for these features in the coming months—they’ll be available soon!