B2B Order Automation Using WhatsApp Chatbot

Learn how to automate B2B orders using WhatsApp Chatbot with Pabbly Chatflow. Follow our detailed tutorial for seamless integration and order management. 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 WhatsApp Chatbot Integration

To start automating B2B orders using WhatsApp Chatbot, the first step is to access Pabbly Chatflow. Navigate to the Pabbly website and select the option to sign up for a free account. This allows you to utilize 100 free credits each month, perfect for testing your chatbot setup.

Once signed up, log in to your Pabbly account and access the Pabbly Chatflow application. Here, you will find options to add your WhatsApp number, which is essential for integrating your chatbot. You can choose between WhatsApp connect or manual token connect for adding your number.

2. Creating Your WhatsApp Chatbot Flow in Pabbly Chatflow

After accessing Pabbly Chatflow, click on the ‘Flows’ option in the sidebar to begin creating your chatbot. Select the ‘Add Flow’ button and name your flow, such as ‘B2B Order Automation using WhatsApp Chatbot’. This name will help you identify the flow later on.

• Provide a keyword trigger, such as ‘hello’, to initiate the chatbot.
• Set up message blocks to send welcome messages and options to users.
• Use buttons for users to select product categories.

With these steps, you create a structured flow that welcomes users and guides them through the order process. This setup is crucial for ensuring your customers have a seamless experience when interacting with your WhatsApp Chatbot.

3. Adding Product Categories and Options in Pabbly Chatflow

Next, you will add product categories to your chatbot flow using Pabbly Chatflow. After the welcome message, create a list that includes various skincare product categories. This allows users to choose from options like ‘Face Wash’ or ‘Moisturizers’.

To do this, use the list node feature to set up categories and add items under each category. For example, under ‘Face Wash’, you might include items like ‘Gentle Foaming Face Wash’. Each item can have a description and an image associated with it, enhancing the user experience.

• Create separate sections for each product category.
• Add images and descriptions for each product to make selection easier.
• Ensure each product has a button for placing orders.

This structured approach helps users navigate your offerings and select products efficiently, laying the foundation for the order process.

4. Setting Up Order Confirmation and User Interaction

Once users select a product, the next step in Pabbly Chatflow is to ask for order details. You will need to create a sequence of questions that gather necessary information such as quantity, full name, and delivery address. This interaction is crucial for processing orders effectively.

Utilize the ‘Ask Question’ feature to prompt users for their desired quantity and personal information. After collecting this data, send a confirmation message that summarizes the order details, ensuring users know their order has been received.

Add questions for quantity, name, and delivery address. Create a confirmation message that includes product details. Use contact custom fields to personalize the confirmation.

This step not only confirms the order but also enhances customer satisfaction by providing clear communication throughout the process.

5. Sharing Your WhatsApp Chatbot with Pabbly Chatflow

After successfully creating your WhatsApp Chatbot in Pabbly Chatflow, you can share it with others. This feature allows team members or colleagues to experience the automation you’ve built, promoting collaboration and feedback.

To share your flow, go back to the flow builder page, select the three dots next to your flow, and choose the ‘Share Flow’ option. This will generate a sharable link that you can distribute to others.

Encouraging others to use Pabbly Chatflow can help expand your business’s automation capabilities. By sharing your work, you not only showcase your efforts but also help others to improve their order management processes.

Conclusion

In conclusion, automating B2B orders using WhatsApp Chatbot with Pabbly Chatflow streamlines the ordering process significantly. By following the steps outlined in this tutorial, you can create a functional chatbot that enhances customer interaction and order management.