Automate Internal IT Asset Requests with Pabbly Chatflow

Learn to automate internal IT asset requests using Pabbly Chatflow. Follow our detailed tutorial to create a WhatsApp chatbot for efficient asset management. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Automation

To automate internal IT asset requests, the first step is to access Pabbly Chatflow. You can do this by visiting the Pabbly Chatflow website at www.Pabbly.com/chatflow. This platform allows you to create a WhatsApp chatbot that automates responses to asset requests.

After navigating to the site, you need to sign in to your Pabbly Chatflow account. If you are new, you can sign up for free, which provides you with 100 credits monthly. Once signed in, you will be directed to the dashboard where you can manage your WhatsApp number and explore various features.

2. Creating the WhatsApp Chatbot Using Pabbly Chatflow

With Pabbly Chatflow, creating a WhatsApp chatbot for internal IT asset requests begins by clicking on the ‘Add Flow’ button in the dashboard. Name your flow appropriately, such as ‘Automate Internal IT Asset Request’ to keep it organized.

• Click on the ‘Add Flow’ button.
• Name your flow as ‘Automate Internal IT Asset Request’.
• Select the trigger type as ‘Keyword Regex Match’.

Set a keyword, such as ‘request’, which will trigger the chatbot when a user sends a message containing this keyword. This ensures that the chatbot responds appropriately to asset requests.

3. Collecting User Information Through the Chatbot

Once the chatbot is triggered, the next step is to collect user information. Using Pabbly Chatflow, you can ask users for their full name, department, reason for the request, and the date they require the asset.

• Ask for the user’s full name.
• Request the department they belong to.
• Inquire about the reason for the asset request.
• Ask for the date the asset is needed.

Each response is captured using contact custom fields in Pabbly Chatflow, allowing for organized data collection that can later be used in Google Sheets or other applications.

4. Integrating Google Sheets with Pabbly Chatflow

After collecting user information, the next step is to integrate Google Sheets using Pabbly Chatflow. This allows you to store all asset request details in a structured format.

To set this up, navigate to the actions section and select the API request option. Here, choose the method as POST and connect it to your Google Sheets workflow. This is done by copying the webhook URL provided by Pabbly Chatflow and pasting it into your Google Sheets integration.

Select API request and set it to POST. Copy the webhook URL from Pabbly Chatflow. Paste it into your Google Sheets integration.

This integration ensures that every asset request is automatically logged in Google Sheets, making tracking and management easier.

5. Finalizing the Chatbot and Testing

The last step is to finalize your WhatsApp chatbot created in Pabbly Chatflow and test its functionality. Make sure to save your flow and toggle it on to activate the chatbot.

Test the chatbot by sending a message like ‘I want to request IT assets’. The chatbot should respond with a series of questions to gather information. After completing the request, verify that the information appears correctly in your Google Sheets.

By following these steps, you can create a fully functional WhatsApp chatbot that automates internal IT asset requests, enhancing efficiency and response times.

Conclusion

In this tutorial, we explored how to automate internal IT asset requests using Pabbly Chatflow. By creating a WhatsApp chatbot, you can streamline the process of handling asset requests, ensuring all information is efficiently collected and stored.