Create a WhatsApp Chat Bot ?

Follow these steps to create a simple WhatsApp chatbot flow.

Step 1: Create Bot Flow

  1. Click Create Bot Flow.

  2. Enter a Flow Name (e.g., Digital Agency).

Step 2: Set Trigger

  1. Select WhatsApp Chatbot trigger.

  2. Choose Hot Keywords.

  3. Select the Channel.

  4. Add a keyword such as start, hi, or hello.

  5. Click Save.

Step 3: Send Welcome Message

  1. Add a Send Message block.

  2. Select Text Message.

  3. Enter a welcome message (e.g., “Hello, welcome to our agency”).

  4. Click Save Message.

Step 4: Create Menu Options

  1. Add Ask a Question block.

  2. Select Interactive Message.

  3. Write a question for the user.

  4. Add Buttons such as:

  • Contact Sales Team

  • Contact Support Team

  • See Demo

  1. Save the user response in a Super Field.

  2. Add a Validation Message for incorrect responses.

  3. Set Response Time and click Save Question.

Step 5: Configure Actions for Each Option

Contact Sales Team

  • Assign chat to a Sales Agent.

  • Add Stay Session block.

Contact Support Team

  • Ask another question (e.g., issue type).

  • Use List Options such as Technical Issue, Billing Issue, Account Access, Other Query.

  • Assign chat to a Support Agent.

See Demo

  • Send a message asking for project details.

  • Ask the user to upload a reference image.

  • Set Expected Answer Type = Image.

  • Assign chat to a Sales Agent.

  • Add Stay Session block.

Final Step

  1. Save and enable the workflow.

This chatbot automatically greets users, provides menu options, collects information, and assigns conversations to the appropriate team.

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