Create a WhatsApp Chatbot to Collect Payments from Customers

Learn how to create a WhatsApp chatbot to collect payments from customers using Pabbly Chatflow. Step-by-step guide with detailed instructions and UI elements. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Chatflow for WhatsApp Chatbot

To create a WhatsApp chatbot that collects payments, you first need to access Pabbly Chatflow. Start by navigating to the Pabbly Chatflow website by entering the URL Pabbly.com/chatflow. If you are a new user, click on the ‘Sign up free’ button to create an account. Existing users can simply log in by clicking on the ‘Sign in’ button.

Once logged in, you will be directed to the Pabbly apps dashboard. Here, find the Pabbly Chatflow application and click the ‘Access Now’ button to enter the dashboard. This is where you will build your WhatsApp chatbot for payment collection.

Creating the WhatsApp Chatbot Flow in Pabbly Chatflow

In the Pabbly Chatflow dashboard, you will need to create a new flow for your WhatsApp chatbot. Click on the ‘Flows’ option in the sidebar and then select the ‘Add Flow’ button. Name your flow, for example, ‘WhatsApp Chatbot to Collect Payments from Customers’ and set the trigger to ‘Keyword Regex Match’ to initiate the chatbot. using Pabbly Connect

Next, define the keywords that will trigger the chatbot. For instance, if you want the chatbot to respond when a customer types ‘order’, enter this keyword and press Enter. After setting up the keyword, drag and drop a text node to send a welcome message to customers. You can also add buttons like ‘View Collection’ and ‘Contact Us’ by clicking the ‘Add Button’ option.

• Create a new flow named ‘WhatsApp Chatbot to Collect Payments from Customers’.
• Set the trigger to ‘Keyword Regex Match’.
• Define the keyword as ‘order’.
• Drag and drop a text node for the welcome message.

After creating the buttons, connect them to actions that will collect customer information, like their address. This setup ensures that your WhatsApp chatbot effectively gathers necessary data for payment processing.

Collecting Payments Through the WhatsApp Chatbot

Once the chatbot is set up to gather customer details, the next step is to configure payment collection. In Pabbly Chatflow, use the ‘Ask Address’ action to collect the customer’s address after they select the ‘View Collection’ button. This action will prompt the customer for their address, which you can save using a contact custom field.

After collecting the address, you will need to send the order message that includes the items and total price. To do this, use the ‘WhatsApp Pay’ node. Select the order type as ‘Custom Products’ and configure the payment settings accordingly. Ensure that the order message reflects the items, quantities, and total amount for clarity.

• Use the ‘Ask Address’ action to collect customer addresses.
• Send an order message detailing the items and total price.
• Configure the ‘WhatsApp Pay’ node for payment processing.

This setup allows customers to review their orders and make payments seamlessly through WhatsApp, enhancing their shopping experience.

Sending Confirmation Messages After Payment

After configuring the payment collection, it’s essential to set up a confirmation message that customers receive once their payment is successfully processed. In Pabbly Chatflow, create a new flow named ‘Payment Confirmation Message’ and set the trigger to ‘Payment Capture’.

In this flow, add a text node that sends a thank-you message to customers confirming their payment. This ensures that customers feel acknowledged and informed about the status of their orders. Save this flow to complete the payment confirmation process.

By automating the payment confirmation messages, you enhance customer satisfaction and streamline communication. This is a crucial step in ensuring that customers are kept in the loop regarding their transactions.

Testing and Utilizing Your WhatsApp Chatbot

Now that your WhatsApp chatbot is fully configured in Pabbly Chatflow, it’s time to test it. Send a message to the WhatsApp number connected to your chatbot to see how it responds. For example, type ‘hello’ to initiate the conversation and observe the welcome message and buttons.

After testing the chatbot, you can also review the payment status and customer interactions in the Pabbly Chatflow dashboard. This allows you to track orders and ensure that payments are processed correctly. The flow you created can also be shared with others by generating a shareable link.

By following these steps, you can successfully create a WhatsApp chatbot that collects payments seamlessly, improving your business operations and customer service.

Conclusion

In conclusion, using Pabbly Chatflow to create a WhatsApp chatbot for collecting payments streamlines the payment process for businesses and enhances customer experience. With the steps outlined, you can easily set up your chatbot and start collecting payments efficiently.