Create a WhatsApp Service Bot Step-by-Step (Beginner Friendly)

Learn how to create an automated WhatsApp service bot step-by-step using Pabbly Chatflow. This beginner-friendly guide covers all necessary integrations. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your WhatsApp Service Bot

To create an automated WhatsApp service bot, you first need to access Pabbly Chatflow. Start by opening a new tab and searching for Pabbly.com/chatflow. If you are new to Pabbly, click on the ‘Sign Up Free’ option to create an account and receive 100 free credits monthly.

Once you have signed up or logged in, navigate to the Pabbly Chatflow dashboard by clicking on the ‘Access Now’ button. This dashboard is where you will manage all your WhatsApp numbers and create your chatbot. You will see options like ‘Add WhatsApp Number’ to begin integrating your WhatsApp account with Pabbly Chatflow.

2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

After accessing Pabbly Chatflow, you can start building your WhatsApp chatbot. Click the ‘Add Flow’ button to begin. Name your flow, for instance, ‘Create a WhatsApp Service Bot Step-by-Step Beginner Friendly.’ This naming convention helps in organizing your flows effectively.

• Select the trigger event (e.g., keywords) that will activate your bot.
• Enter keywords such as ‘hi’ and ‘hello’ that users might send to initiate a conversation.
• Add a media button to send an image along with a welcome message.

After setting up the keywords, your bot will respond to users with a welcome message and an image whenever they send these keywords. This setup is crucial for engaging users right from the start using Pabbly Chatflow.

3. Customizing Your WhatsApp Bot Responses

Now that your bot has a basic structure, you can customize its responses further. For example, when a user clicks the ‘Book Stay’ button, the bot should prompt them to select a room type. You can achieve this by adding a list button that includes room types like ‘Deluxe Room’ and ‘Family Suite.’

• Create a list button for room types with options for users to choose from.
• Link the user’s selection to a custom field for room type.
• Ensure that each response is connected to the previous options for seamless interaction.

This customization is vital in making the bot user-friendly and efficient, allowing users to navigate through options effortlessly using Pabbly Chatflow.

4. Collecting User Data with Pabbly Chatflow

After users select their room type, you should collect additional information like check-in and check-out dates. Use the ‘Ask Question’ feature in Pabbly Chatflow to prompt users for this information.

For example, you can set up questions to gather the following data:

Check-in date Check-out date Number of guests Contact number

Each question should be linked to a custom field to store the user’s responses, enabling Pabbly Chatflow to dynamically respond with personalized booking summaries.

5. Finalizing Your WhatsApp Service Bot

Once you have set up all the necessary questions and responses, finalize your bot by saving your flow in Pabbly Chatflow. Test the bot by sending the initial keywords to your WhatsApp number.

For instance, when you send ‘hi’, the bot should greet you and guide you through the booking process. Ensure that all buttons and responses work as expected, providing a seamless experience for users.

After testing, you can further enhance your bot by integrating it with other applications to store user data in Google Sheets or similar platforms using Pabbly Connect. This integration will help you manage customer interactions efficiently.

Conclusion

Creating an automated WhatsApp service bot using Pabbly Chatflow is a straightforward process that even beginners can follow. By integrating various features and customizing responses, you can enhance user experience and streamline your business operations effectively.