Creating a WhatsApp Chatbot

Objective

Maintain customer relationships and enhance business service quality using a WhatsApp chatbot. For more information - Virtual number, smart two-way communication with your customers.

Prerequisites

Before starting, ensure:

1. You have an active virtual number in your account
   • Reference guide: Virtual Number Action Setup
2. Add all necessary trigger words for chatbot conversations to your settings
   • Note: When sharing a virtual number between linked accounts, trigger words will work across both accounts
3. Create relevant Whatsapp templates for initiating and continuing customer conversations via WhatsApp
   • Reference guide: Creating WhatsApp Message Templates

Step-by-Step Setup Guide

1. Initial Setup

• Hover over the "Automations" menu
• Select "Create Automation"

2. Configure Message Trigger

1. Drag the "Message Received" trigger
2. Configure trigger words:
   • Select trigger word /multiple words to initiate the chatbot
   • note: you can Add new trigger words at the top of the list (save by clicking ✓)
   • Option: "Any word except trigger words" - recommended for easy chatbot activation
3. Click "Save"

3. Set Up "Trigger Word" Condition

1. Drag the "Trigger Word" condition
2. Connect the element to the previous trigger element
3. Select the trigger word for the next action
4. Click "Save"
   • Note: Each condition can only define one word

4. Configure WhatsApp Response

1. Drag the "Send WhatsApp message" action
2. Connect to the previous element
3. Compose your WhatsApp message
   • Reference guide: Sending WhatsApp Messages
4. Click "Save and return to automations"
5. Click "Save"

5. Complete the Chatbot Flow

• Repeat steps 2-4 for all actions and menus offered by the chatbot

6. Activation

• Click "Activate"

Additional Features

• A unique manager alert template containing all non-trigger word responses is available
• Add to automation by dragging the "Manager Alert" action