Automated Follow-Up Chatbot That Recover 30% More Unpaid Invoices

Learn how to create an automated follow-up chatbot with Pabbly Chatflow to recover 30% more unpaid invoices. Step-by-step tutorial included. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your Chatbot

To create an automated follow-up chatbot that recovers unpaid invoices, you first need to access Pabbly Chatflow. Visit the official website and click on the ‘Sign Up Free’ button if you are a new user, or ‘Sign In’ if you already have an account.

Once logged in, navigate to the dashboard where you can access all Pabbly applications. Click on the ‘Access Now’ button under Pabbly Chatflow to start creating your chatbot for invoice follow-ups.

2. Creating Your Chatbot Flow in Pabbly Chatflow

Inside Pabbly Chatflow, you’ll need to create a new flow for your WhatsApp chatbot. Click on the ‘Add Flow’ button and name your chatbot, such as ‘Invoice Payment Response Bot’. This name will help you identify your flow later.

• Select a trigger event for your chatbot.
• Choose ‘WhatsApp Template Delivered’ as the trigger.
• Select the specific template you created for payment reminders.

After setting up the trigger, you can start adding actions that will follow the template delivery. This is crucial for automating the follow-up process with your customers.

3. Setting Up Reminder Templates in Pabbly Chatflow

In this step, you will configure the reminder messages that will be sent to customers who have not paid their invoices. Using Pabbly Chatflow, you can add a delay of 3 days after the initial template is sent.

• Drag the delay action into your flow and set it to 3 days.
• Add the second reminder template, ensuring it is dynamic and includes the customer’s name and invoice link.

After the second reminder, you can set another delay of 1 day before sending a final notice. This structured approach ensures that customers receive timely reminders without feeling overwhelmed.

4. Testing Your Automated Follow-Up Chatbot

Once you have configured your chatbot flow in Pabbly Chatflow, it’s essential to test its functionality. Start by sending the initial template to your WhatsApp account and monitor the responses.

Check if the follow-up messages are sent according to the delays you set. For instance, if you configured a 3-day delay, ensure that the second reminder arrives as expected. This testing phase is critical to confirm that your chatbot is functioning correctly.

5. Conclusion

By following these steps, you can effectively set up an automated follow-up chatbot using Pabbly Chatflow to recover unpaid invoices. This system not only saves time but also enhances your business’s cash flow by ensuring timely reminders are sent to customers.

Implementing this chatbot will help you recover more unpaid invoices while providing a seamless experience for your customers. Start automating today with Pabbly Chatflow and see the difference it makes in your invoicing process.