Step-by-step guide

How to use ClosedHand

Launch your AI-powered sales agent in minutes. From scanning your website to closing deals on WhatsApp, here's everything you need to know.

5 min
Setup time
5 steps
To go live
24/7
AI availability

The workflow

Your website
Scan & analyse
AI agent
Auto-configured
WooCommerce
Products synced
WhatsApp
Connected
Customers
24/7 support
Getting started

Five steps to a live AI agent

1

Create your account

Sign up for free to access the dashboard. No credit card required during the beta: explore every feature at no cost.

  • Free sign up with email or Google
  • Instant access to the full workspace
  • No credit card needed
  • Beta includes: 1 AI agent, 1 WhatsApp number, 1 WooCommerce store
2

Create your AI agent

Open AI agent → New agent. Enter your website URL and our AI scans and analyses your entire site, extracting products, services, pricing, FAQs and business information.

  • Paste your website URL, the AI scans your entire site
  • Products, prices and services extracted automatically
  • Knowledge base built from your actual content
  • Configure personality, language and behaviour
  • Review and edit the knowledge before going live
3

Connect your WooCommerce store

Go to Integrations → Connect WooCommerce. Enter your store URL, generate API keys from your WordPress admin and paste them. Your products sync automatically.

  • WooCommerce → Settings → Advanced → REST API → Add key
  • Select Read/Write permissions
  • Paste your Consumer Key & Secret into ClosedHand
  • Products synced automatically: prices, stock, descriptions
  • Real-time order tracking for your customers
4

Connect WhatsApp

Go to WhatsApp in the sidebar. Click Connect and scan the QR code with WhatsApp on your phone. Your team and your AI agent can start replying immediately.

  • Scan the QR code with WhatsApp on your phone
  • Full chat history synced into the shared inbox
  • Supports text, images and voice messages
  • Handles product inquiries, orders and support
  • Works 24/7, even while you sleep
5

Monitor & optimise

Track conversations, tickets, sales and customer satisfaction from your dashboard. View real-time metrics and adjust your agent's behaviour as needed.

  • Real-time conversation monitoring in Chats
  • Customer history and interaction tracking
  • Response time and satisfaction metrics
  • Order tracking and revenue dashboard
  • Refine your agent's knowledge base anytime

What your AI agent can do

Everything happens automatically. No coding required.

Answer product questions

Your agent knows every product, price and feature from your store. Customers get instant, accurate answers.

Process orders

Guide customers through the purchase flow, send payment links and confirm orders, all via WhatsApp.

Multi-language support

Your agent speaks your customers' language. Automatic detection and response in 50+ languages.

Instant responses

Replies in 2–4 seconds, day and night. No customer left waiting.

Smart escalation

Complex questions are flagged for human review. Your agent knows when to hand off to your team.

Sales analytics

Track conversations, conversion rates, popular products and revenue, all in real time.

Beta · free access

What's included in the beta

Full access to core features. No credit card required.

  • 1 AI sales agent
  • 1 WhatsApp connection
  • 1 WooCommerce store
  • Website scanner
  • Knowledge base editor
  • Shared team inbox
  • Customer analytics
  • Product sync