Automate Customer Chats on WhatsApp with Pabbly Chatflow

Learn how to automate customer chats on WhatsApp using Pabbly Chatflow with this detailed tutorial shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow to Automate Customer Chats

To automate customer chats on WhatsApp, start by accessing Pabbly Chatflow. You can do this by typing its URL in your browser: Pabbly.com/chatflow. Once you arrive at the landing page, you will see options to sign in or sign up for free.

If you are new to Pabbly Chatflow, click on the ‘Sign Up Free’ button. Registering will grant you 100 free credits every month to practice using the platform. If you already have an account, simply click ‘Sign In’ to access your dashboard.

2. Creating Your WhatsApp Chatbot Flow in Pabbly Chatflow

Once logged into Pabbly Chatflow, you will be directed to the Pabbly apps page. From there, click on the ‘Access Now’ button under the Pabbly Chatflow app to reach the dashboard. Here, you can see the WhatsApp numbers connected to your account.

• Select ‘Add WhatsApp Number’ to connect your account.
• Choose between WhatsApp Connect or Manual Token Connect.
• Follow the prompts to integrate your WhatsApp number.

After adding your number, navigate to the sidebar and select ‘Flows’ to begin creating your WhatsApp chatbot. Click the ‘Add Flow’ button and name your flow, such as ‘Automate Customer Chats on WhatsApp.’ This flow will initiate the automation process for responding to customer inquiries.

3. Setting Up the Chatbot Flow in Pabbly Chatflow

The next step in Pabbly Chatflow is to configure the flow that will respond to customer messages. Set the trigger for your flow to ‘Keyword Regex Match’ and enter the keyword that will activate the chatbot, such as ‘view cakes.’ This keyword will prompt the chatbot to respond when a customer sends it via WhatsApp.

Next, drag and drop a ‘Text’ node to send a welcome message to customers. For example, you might write, ‘Hey! Welcome to Sweet Bite Cakes. What are you looking for today?’ To enhance user interaction, add a button labeled ‘Cake Menu’ as a quick reply option.

• Use the ‘Add Button’ feature to create the Cake Menu button.
• Select the button type as ‘Quick Reply’ for immediate customer interaction.
• Save your changes to ensure the flow is updated.

With these initial configurations, your WhatsApp chatbot is starting to take shape. Ensure you save your flow frequently to avoid losing any progress.

4. Enhancing Customer Interaction with Pabbly Chatflow

To enhance customer interaction in your WhatsApp chatbot, you can provide a list of cakes when customers select the ‘Cake Menu’ button. Use the ‘List’ node to display options. Add sections for different cake types and include items like ‘Regular Cream Cake,’ ‘Red Velvet Cake,’ and ‘Chocolate Cake.’ Each item should have a description and a custom field for tracking selections.

For each cake option, you can also include images and buttons for purchasing. When a customer selects a cake, they should be asked to choose the size and provide a special message if desired. This interaction can be set up using additional ‘List’ and ‘Question’ nodes within Pabbly Chatflow.

Create a ‘List’ node for size selection with options like 1 kg, 2 kg, etc. Use the ‘Ask Question’ node to gather delivery details from customers. Finish with a confirmation message thanking the customer for their order.

By following these steps, you will create a comprehensive and user-friendly WhatsApp chatbot that can handle customer orders efficiently.

5. Testing and Sharing Your WhatsApp Chatbot

After completing your WhatsApp chatbot setup in Pabbly Chatflow, it’s crucial to test the flow to ensure everything works smoothly. Click on the ‘Inbox’ option in the sidebar to view incoming messages and confirm that your automated replies are functioning correctly.

If you are satisfied with the performance of your chatbot, you can share the flow with others. Go back to the flow builder, click on the three dots next to your flow, and select ‘Share Flow.’ This will generate a shareable link that you can send to friends or colleagues, allowing them to experience your automation.

By utilizing Pabbly Chatflow, you can streamline customer interactions and enhance user experience on WhatsApp. This automation not only saves time but also ensures that customers receive prompt responses to their inquiries.

Conclusion

In this tutorial, we explored how to automate customer chats on WhatsApp using Pabbly Chatflow. By following the outlined steps, you can create a responsive and efficient chatbot that enhances customer satisfaction and streamlines your business operations.