Automate Accountant Consultations on WhatsApp with Pabbly Chatflow

Learn how to automate accountant consultations on WhatsApp using Pabbly Chatflow. Follow our step-by-step guide to streamline your consultation process! 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 Automation

To start automating accountant consultations on WhatsApp, you need to access Pabbly Chatflow. Visit the official Pabbly Chatflow website by entering ‘Pabbly.com/chatflow’ in your browser.

Once on the site, you can either sign in if you are an existing user or click on the ‘Sign Up Free’ option to create a new account. New users receive 100 free credits monthly to explore the platform’s features. After signing in, you will be directed to your dashboard where you can manage your WhatsApp numbers.

2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

In this section, you will create a WhatsApp chatbot using Pabbly Chatflow. Start by clicking the ‘Access Now’ button under the Chatflow box on your dashboard. This will take you to the flow builder where you can design your chatbot.

To create a new flow, click on the ‘+ Add Flow’ button. Name your flow ‘Automate Accountant Consultations on WhatsApp’. You will now see options for messages and actions that you can use in your chatbot. Make sure to save your progress frequently to avoid losing any work.

• Click on ‘+ Add Flow’ to start a new flow.
• Name your flow appropriately for easy identification.
• Utilize the drag-and-drop interface to design your flow.

After creating your flow, you can set up the trigger event that will initiate the chatbot. In this case, select the keyword trigger for phrases like ‘book consultation’. This setup allows your bot to respond automatically when users send these keywords.

3. Designing the Chatbot Flow in Pabbly Chatflow

With your flow created, it’s time to design the chatbot’s responses using Pabbly Chatflow. Drag a list button into the flow to present options to the user. In the body of the message, introduce your services, such as tax filing help and business accounting.

Make sure to include a welcoming message that prompts users to select a service. After the user selects a service, you can set up actions to gather additional information like consultation date, full name, and contact number. This information is crucial for booking the consultation successfully.

• Add a welcoming message to greet users.
• Include options for different services users can select.
• Set up prompts for collecting user information.

Once the user provides their details, you can utilize custom fields in Pabbly Chatflow to store and manage this information efficiently. This allows your bot to confirm the consultation with personalized messages based on the user’s input.

4. Finalizing and Testing Your Chatbot in Pabbly Chatflow

After designing the chatbot flow, it is essential to finalize and test the bot using Pabbly Chatflow. Connect all elements of your flow properly to ensure a seamless user experience. Save your flow to ensure all changes are stored.

Next, simulate a user interaction by sending a test message to your WhatsApp business account. Ensure that the bot responds correctly and captures all required information. This testing phase is crucial to identify any issues before going live.

Remember to check that all connections are active and functioning as expected. Adjust any settings if necessary to optimize the bot’s performance.

Conclusion

In this tutorial, we learned how to automate accountant consultations on WhatsApp using Pabbly Chatflow. By following the step-by-step instructions, you can create an efficient chatbot that handles client requests seamlessly. This automation not only saves time but also enhances client interaction.