Create WhatsApp Bot to Collect User Data in CRM

You can build a WhatsApp bot to collect user details and store them in the CRM.

Steps to Create Bot

1. Go to CRM → Super Fields and create fields like City, Customer Category, Product Category, GST Number.

2. Go to Chatbot → Create Bot Flow and give a name.

3. Add a Trigger (Keyword on WhatsApp) and select channel.

Collect User Data

1. Send a welcome message with user name.

2. Ask for City and save it to the City field.

3. Ask Customer Type (Retailer / Wholesaler) using buttons.

Conditional Flow

1. If Retailer → Ask for Product Category and save it.

2. If Wholesaler → Ask for GST Number and save it.

Assign to Team

1. Use Assign to Agent to route chats to specific team members.

Final Step

1. Save and Enable the bot flow.

Now, all user responses will be automatically stored in CRM fields and assigned to the right team.