Requires SocialMate 3. The Claude Agent arrives with SocialMate 3 — coming very soon. Today’s download is SocialMate 2; the app offers the update to 3 when it is released (on a server, update with your usual command).
The Claude Agent is an AI agent that answers customers on your own WhatsApp number, from inside the SocialMate app or headless server on your machine. It is built on Anthropic’s Claude Agent SDK, and the model is your choice, on your own key. It is part of SocialMate Pro; start the free 7-day Pro trial from inside the app (just an email, no card), so you can set it up before you buy.
Ten minutes, start to finish
- Link your number. In Accounts → Add account, scan the QR code from WhatsApp’s Linked Devices (or use a pairing code). Each agent answers on one number.
- Open Agents (sidebar, under AI) and click Create agent on the number’s card. The quick setup opens: three choices and a test chat.
- Pick what it should do — Online shop, Clinic / health, Restaurant / café, Support desk and more. Optionally add your website address; the agent reads it into its knowledge.
- Choose the AI model. Click Use Ollama on this computer if Ollama is running, or click Get your … key, paste the key and pick a model. Models outside Anthropic must pass Test connection first. Spending starts capped at $5 a day and $50 a month.
- Test it in the chat that opens — the agent is saved but switched off, so nothing is sent.
- Go live — it switches on in the mode its preset chose — or click Start in Observe mode to read its drafts first.
- Add your owner number on the agent’s Autonomy tab, so approvals and alerts reach you on WhatsApp. The quick setup does not ask for it.
Want every setting before the agent exists? Advanced setup, at the top of the New agent screen, opens the full eight-step wizard pre-filled with your choices — see Create an agent.
Start careful. Click Start in Observe mode (or switch to Copilot) so you see every reply before it goes out, then move to Autopilot once you trust it. See How do approvals work?
On a WordPress or WooCommerce site, the free WordPress plugin can create the agent for you from its Setup screen, with the site already attached.
Step-by-step guide
Every screen and field is in Your first agent in ten minutes. Before real customers write in, run the go-live checklist. For what the agent can do, see the Claude Agent overview.