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.