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Meta Business Agent is configured in the project settings, under the Meta Business Agent section, and always per channel: you pick the WhatsApp Cloud number and define its behavior.

Agent instructions

This is the text that defines how the agent behaves: tone, rules and the use cases it should cover.
  • Limit: 20,000 characters.
  • Write explicit rules, not vague descriptions. State what it should do, what it should not do, and when it should ask for help.
  • List the use cases it does handle and what to answer when a query falls outside them.
Good prompt-writing practices apply here too. See the Prompting guide for examples of structure, tone and scope boundaries.

Audience

Defines who can talk to the agent.
Always start with allowlist only. It is the way to validate instructions and tools with controlled numbers without affecting your customers.

Connected tools

Here you choose which Jelou workflows and tools are exposed to the agent. This is what turns Meta Business Agent into something that resolves, not just something that replies. With connected tools the agent can, for example:
  • Check an order status.
  • Verify someone’s identity.
  • Generate a payment request.
Connect only the tools the agent actually needs for the use cases you declared in the instructions. Every tool you expose widens what the agent can do on its own initiative.
Tool names and descriptions have limits defined by Meta. See Limits and verticals.

Operator handoff

When the customer asks to talk to a person, the conversation passes to Jelou with full context, so the operator continues the case without asking the customer to repeat what was already discussed.
  • Handoff works in any audience mode.
  • In allowlist only there is an extra capability: an operator can join the conversation on their own initiative, without waiting for the customer to ask.
The conversation context only reaches Jelou if the Meta app is subscribed to the standby webhook. If that subscription is missing, the handoff happens but the operator receives the conversation with no history. See Requirements and activation.

Deactivate without losing the configuration

You can deactivate the agent at any time. The instructions, the audience and the connected tools are preserved and are still there when you turn it back on.