Automate Financial Consultation Bookings on WhatsApp Using Pabbly Chatflow

Learn how to automate financial consultation bookings on WhatsApp in 10 minutes using Pabbly Chatflow. Step-by-step guide included! Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Chatflow for Automation

To automate financial consultation bookings on WhatsApp, you will first need to access Pabbly Chatflow. This platform provides the necessary tools to create automated chatbots that respond to client inquiries in real-time.

Start by visiting the official Pabbly Chatflow website. If you are a new user, click on the ‘Sign up free’ option to get 100 free credits. Existing users can simply log in. Once you’re in, you will see the dashboard where you can manage your WhatsApp numbers and access features like flow creation.

2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the ‘Flows’ section to start creating your WhatsApp chatbot. Click on the ‘Add Flow’ button and name your flow, for example, ‘Automate Financial Consultation Bookings on WhatsApp in 10 Minutes’. This step is crucial as it sets the foundation for your automation.

• Click on ‘Add Flow’ button
• Name your flow appropriately
• Select your trigger event (keywords)

Choose the trigger event as keywords, which will activate your bot when users send specific messages. For this setup, use keywords like ‘financial consultation’ and ‘book consultation’. Once these keywords are set, your bot will be ready to respond to user inquiries automatically.

3. Designing the Chatbot Flow in Pabbly Chatflow

In this step, you will design the flow of your chatbot using Pabbly Chatflow. Start by adding a message block that welcomes users and asks what type of consultation they would like to book. You can use a list format to present options like tax and investment, loan and credit help, and family finance.

• Add a message block for the welcome message
• Use a list format for consultation types
• Connect the trigger to the message block

After users select a consultation type, your bot should ask for the booking date and consultation preference. Use additional message blocks to guide the user through these steps, ensuring that you set custom fields to capture user data effectively.

4. Finalizing the Chatbot and Custom Fields in Pabbly Chatflow

Once the flow is designed, it’s time to finalize your chatbot in Pabbly Chatflow. Ensure that you have set up custom fields to capture essential information such as user name, contact number, and consultation details. This is critical for personalizing the responses your bot sends back to users.

After setting up the custom fields, connect them to the respective message blocks. For instance, when a user provides their name, the bot should acknowledge it in the confirmation message. Make sure to save your flow to avoid losing any progress.

5. Testing Your WhatsApp Chatbot Using Pabbly Chatflow

Finally, test your WhatsApp chatbot created with Pabbly Chatflow to ensure that it functions as intended. Send a message to your WhatsApp business account using the keywords you set earlier. The bot should respond with the welcome message and guide you through the consultation booking process.

Make any necessary adjustments based on the test results. Once you are satisfied with the chatbot’s performance, your automated system for booking financial consultations will be ready to go live, providing seamless service to your clients.

Conclusion

In this tutorial, we explored how to automate financial consultation bookings on WhatsApp using Pabbly Chatflow. By following these steps, you can create a responsive chatbot that enhances your client interaction and streamlines your booking process effectively.