Learn how to automate WhatsApp using Pabbly Chatflow. Create a smart WhatsApp chatbot to handle customer queries effortlessly. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Chatflow for WhatsApp Automation

To start automating WhatsApp, you need to access Pabbly Chatflow. Open a new tab and enter the URL Pabbly.com/chatflow. This will take you to the homepage of Pabbly Chatflow.

Once on the homepage, you will see two options: ‘Sign In’ and ‘Sign Up Free’. If you are a new user, select ‘Sign Up Free’ to create your account and receive 100 free credits every month. Existing users can simply click ‘Sign In’ to access their accounts.


2. Setting Up Your WhatsApp Number in Pabbly Chatflow

After logging into Pabbly Chatflow, you will be directed to the dashboard. Here, you can add your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. You will have two options: WhatsApp Connect and Manual Token Connect.

  • Select ‘WhatsApp Connect’ for easy integration.
  • Choose ‘Manual Token Connect’ if you prefer to connect using a token.

Ensure you follow the provided instructions for adding your WhatsApp number to Pabbly Chatflow. This is essential for setting up your automated WhatsApp chatbot.


3. Creating a Flow for Your WhatsApp Chatbot

To create a WhatsApp chatbot, navigate to the sidebar and click on ‘Flows’. On the flow builder page, click the ‘Add Flow’ button to start a new flow. Name your flow, for example, ‘Automate WhatsApp with Pabbly Chatflow’.

Next, you need to set up a trigger. A trigger is an event that initiates your WhatsApp chatbot. For this, select ‘Keyword Regex Match’ and enter a keyword like ‘hello’. This will start the chatbot when a user sends a message containing this keyword.

  • Add a welcome message that users will receive when they initiate the chat.
  • Include buttons for users to interact with, such as ‘View Products’.

Utilizing Pabbly Chatflow, you can easily manage user inputs and responses, ensuring a smooth interaction.


4. Adding Products and Custom Fields in Pabbly Chatflow

Once the initial flow is set, you can add product listings. Drag and drop the ‘List’ content type to provide users with a selection of products. For each product, include a title, description, and image.

To personalize user interactions, assign contact custom fields to each product. This allows you to capture user selections and respond accordingly. For instance, if a user selects a product, you can ask for their name, quantity, and delivery address.

Create a custom field for the product name. Include fields for user details like full name and delivery address.

By leveraging Pabbly Chatflow, you can seamlessly collect and manage user information, enhancing the overall experience.


5. Finalizing Your WhatsApp Chatbot Flow

After setting up the product listings and custom fields, finalize your chatbot flow by adding confirmation messages. After users provide their details, send them a thank you message to confirm their order.

Once everything is set, click the ‘Save’ button to ensure your flow is saved. You will receive a confirmation pop-up indicating that your flow has been saved successfully. You can also share this flow with others by generating a shareable link.

With Pabbly Chatflow, you can create an efficient WhatsApp chatbot that automates customer interactions, allowing you to focus on other aspects of your business.


Conclusion

Automating WhatsApp with Pabbly Chatflow allows businesses to handle customer queries efficiently. By following this guide, you can create a smart WhatsApp chatbot that operates 24/7, enhancing customer satisfaction and saving time.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.