Follow these steps to create a simple WhatsApp chatbot flow.
Step 1: Create Bot Flow #
- Click Create Bot Flow.
- Enter a Flow Name (e.g., Digital Agency).
Step 2: Set Trigger #
- Select WhatsApp Chatbot trigger.
- Choose Hot Keywords.
- Select the Channel.
- Add a keyword such as start, hi, or hello.
- Click Save.
Step 3: Send Welcome Message #
- Add a Send Message block.
- Select Text Message.
- Enter a welcome message (e.g., “Hello, welcome to our agency”).
- Click Save Message.
Step 4: Create Menu Options #
- Add Ask a Question block.
- Select Interactive Message.
- Write a question for the user.
- Add Buttons such as:
- Contact Sales Team
- Contact Support Team
- See Demo
- Save the user response in a Super Field.
- Add a Validation Message for incorrect responses.
- 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 #
- 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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