Creating an Employee Training & Certification Bot with Pabbly Chatflow

Learn how to create an Employee Training & Certification Bot using Pabbly Chatflow and Pabbly Chatflow in this detailed tutorial. Follow the step-by-step process to automate training.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your Training Bot

To create an Employee Training & Certification Bot, first, you need to access Pabbly Chatflow. Start by navigating to the Pabbly Chatflow website and signing in. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Once logged in, you will be directed to the dashboard where you can start building your chatbot.

In the dashboard, you will see various features available. For creating a WhatsApp chatbot, select the ‘Flows’ option from the left sidebar. This is where you will build the flow of your chatbot. Click on the ‘Add Flow’ button to initiate the setup of your Employee Training & Certification Bot.

2. Creating the WhatsApp Bot with Pabbly Chatflow

Now that you have accessed Pabbly Chatflow, it’s time to create your WhatsApp bot. Begin by giving your flow a meaningful name, such as ‘Employee Training Chatbot.’ Next, set up the trigger for your bot. Choose the ‘Keyword or Regex Match’ trigger event, which will activate the bot when specific keywords are sent by the user.

• Select the trigger type as ‘Keyword or Regex Match’.
• Enter keywords like ‘training’ and ’employee’ to activate the bot.
• Save your flow to ensure all changes are recorded.

After setting up the trigger, you will create the welcome message. Use the text button to send a greeting and ask users to select their training type. You can add buttons for different training options such as ‘Software Training’, ‘Video Editing’, and ‘Content Writing’. This interaction will guide users through the training enrollment process seamlessly.

3. Collecting User Data via Pabbly Chatflow

Once users select their preferred training, the next step involves collecting their information. Use the ‘Ask Question’ action to prompt users for their name, email, employee ID, department, and preferred start date. Each response should be mapped to a contact custom field in Pabbly Chatflow.

• Ask for the user’s name and map it to the ‘Name’ custom field.
• Request the email address and map it accordingly.
• Continue collecting the employee ID, department, and training start date.

This structured approach ensures that you gather all necessary information for training enrollment. After collecting the data, you can utilize an API request to send this information to Pabbly Connect for further processing.

4. Integrating Pabbly Connect to Store Data

After gathering user data, the next step is to integrate Pabbly Connect to store this information. In your Pabbly Chatflow setup, add an API request action. Here, select the POST method and paste the webhook URL you generated from Pabbly Connect.

In Pabbly Connect, create a new workflow that captures the data sent from Pabbly Chatflow. Set the trigger application as ‘Webhook by Pabbly’ and select the ‘Catch Webhook’ event. This will allow you to receive the data sent from your chatbot.

Once the webhook is set up, map the fields from the data collected in your chatbot to the corresponding fields in your Google Sheet or any other application you are using. This integration ensures that all user responses are stored systematically, making it easy to manage training records.

5. Finalizing Your Employee Training Bot

With the integration complete, it’s time to finalize your Employee Training & Certification Bot. In Pabbly Chatflow, add a media button to send the training material PDF to users after they enroll. Include a concluding message that informs users about follow-up emails and training deadlines.

Test your bot by sending a message to your WhatsApp account. Check if the bot responds correctly and if all captured data appears in your Google Sheet. This ensures that your automation is functioning as intended.

Once everything is verified, your Employee Training & Certification Bot is ready to assist employees in their training journey, streamlining the entire process through Pabbly Chatflow and Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create an Employee Training & Certification Bot using Pabbly Chatflow and Pabbly Connect. By following these steps, you can automate the training process, collect user data efficiently, and ensure all information is stored securely. Embrace automation with Pabbly Chatflow for a seamless training experience.