- Start by creating a trigger for “new message received” on Instagram chatbot, selecting the appropriate channel.
- Add interactive question blocks with service or contact options, followed by specific service choices like WhatsApp API or AI automation.
- Once a user makes a selection, the bot collects their name and phone number using mapped super fields.
- The system then sends a template message via WhatsApp, populating details with collected user information, and finishes with a thank-you message.
This workflow ensures every new DM on Instagram is answered with tailored service options, collects essential customer details, and confirms via WhatsApp for seamless client engagement.