Build a Self-Service Order Tracking Bot on WhatsApp

Learn how to create a self-service order tracking bot on WhatsApp using Pabbly Chatflow and Pabbly Chatflow. Follow our step-by-step tutorial for seamless integration. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Order Tracking

To create a self-service order tracking bot on WhatsApp, first access Pabbly Chatflow. Open a new tab and navigate to Pabbly.com/chatflow. If you’re a new user, click on the ‘Sign Up Free’ button to create your account, which includes 100 free credits monthly.

If you already have a subscription, click on the ‘Sign In’ button to access your dashboard. Once logged in, you can start creating your WhatsApp bot. Make sure to add your WhatsApp number by selecting either the WhatsApp connect method or manual token connect method.

2. Creating Your WhatsApp Bot in Pabbly Chatflow

Now that you are in Pabbly Chatflow, you need to create a new flow for your WhatsApp bot. Click on the ‘Flows’ option and then select the ‘Add Flow’ button. Name your bot, for instance, ‘Swift Cart Order Tracking Bot’ to keep it identifiable.

• Click on the plus button to add a new flow.
• Select the trigger event as ‘Keyword or Regex Match’ to kickstart the bot.
• Add keywords like ‘track order’ and ‘help’ to trigger the bot.

After adding the keywords, set up your welcome message. Drag the ‘Text’ button to the flow and connect it. Enter a message like ‘Hi, welcome to Swift Cart. You can track your order in seconds.’ Include buttons for users to select tracking options.

3. Setting Up User Interaction in Pabbly Chatflow

Next, you will set up how users interact with your bot in Pabbly Chatflow. When users select the order ID option, prompt them to enter their order ID by using the ‘Ask Question’ button. Connect this to your previous message.

• Ask for the order ID and map it to a custom field.
• Duplicate this step for the phone number option.
• Connect both questions to an API request that sends data to Pabbly Connect.

This ensures that when a user provides their order ID, it gets sent to your Pabbly Connect account for further processing. Make sure to set the format to accept any response type.

4. Integrating Pabbly Connect for Order Lookup

Now, switch to Pabbly Connect to create a workflow that will look up the order details. In Pabbly Connect, click on ‘Create Workflow’ and select the new beta version. Name your workflow something like ‘Swift Cart Tracking’.

For the trigger application, select Pabbly Chatflow and the event as ‘New Message Received’. This will listen for incoming messages from your WhatsApp bot. Copy the webhook URL provided by Pabbly Connect and paste it into your API request in Pabbly Chatflow.

Map the necessary fields like customer name, phone number, and order ID. Test the connection to ensure data is being sent correctly. Set up Google Sheets as your action application to fetch order details.

This integration allows you to check if the order ID exists in your Google Sheets and retrieve the relevant information for the customer.

5. Finalizing the WhatsApp Chatbot Workflow

Finally, in Pabbly Chatflow, set up conditional responses based on the order ID lookup results. Use the ‘Router’ feature to check if the order ID exists. If it does, send a message with the order details; if not, inform the user that the order ID is incorrect.

For the correct order ID, map the necessary fields from your Google Sheets response to send a detailed message back to the user. For incorrect IDs, create a message stating ‘We couldn’t find an order ID with that ID. Please double-check your order ID and type help to reenter your order ID.’ This ensures customers receive accurate feedback.

Test the entire workflow to confirm that both conditions work. Adjust any settings as needed for optimal performance. Save your workflow and deploy the chatbot for real-time use.

By following these steps, you have successfully created a self-service order tracking bot on WhatsApp using Pabbly Chatflow and Pabbly Connect. Your customers can now track their orders easily, improving their experience and reducing your workload.

Conclusion

In this tutorial, we explored how to build a self-service order tracking bot on WhatsApp using Pabbly Chatflow and Pabbly Connect. By following the detailed steps provided, you can enhance customer service and streamline order tracking.