Learn how to automate appointments on WhatsApp using Pabbly Chatflow. Step-by-step tutorial for creating a WhatsApp chatbot for your business. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Chatflow to Automate WhatsApp

To begin automating appointments on WhatsApp, you need to access Pabbly Chatflow. Open a new tab and visit the Pabbly website, specifically the Chatflow section. This platform is designed to help you automate WhatsApp messages and responses for your business.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create your account. Existing users can simply sign in. Once logged in, navigate to the Pabbly Chatflow dashboard to manage your WhatsApp numbers effectively.


2. Creating Your WhatsApp Chatbot Using Pabbly Chatflow

After accessing Pabbly Chatflow, click on the ‘Flows’ option on the left-hand side to start creating your WhatsApp chatbot. This is where you can design your automated responses using a user-friendly drag-and-drop interface.

To create a new flow, click on the ‘+ Add Flow’ button. Name your flow, for example, ‘Automate Appointments on WhatsApp 24/7’. Ensure that your flow is active by toggling the active/inactive switch.

  • Click on the ‘+ Add Flow’ button.
  • Name your flow appropriately.
  • Toggle the active/inactive switch to activate your flow.

Now, select your trigger event. For this flow, you will choose keywords that users might send, such as ‘hi’ or ‘hello’. This setup will enable your chatbot to respond automatically when these keywords are detected.


3. Setting Up Automated Responses in Pabbly Chatflow

With your keywords set, it’s time to configure the automated responses in Pabbly Chatflow. Add a text button to create a welcome message for your users. For instance, you can say, ‘Hello! Welcome to Healthy Life Homeopathy Clinic. How may we assist you today?’

Next, incorporate quick reply buttons for options like booking an appointment, clinic location, and contact us. This allows users to navigate through your chatbot easily. Link these buttons to their respective responses to create a seamless experience.

  • Add a text button for the welcome message.
  • Create quick reply buttons for user options.
  • Link buttons to their corresponding responses.

Once linked, your chatbot will automatically respond with the relevant information when users click these buttons.


4. Collecting User Information Through Pabbly Chatflow

After setting up initial responses, you can enhance your chatbot by collecting user information using Pabbly Chatflow. When a user books an appointment, your bot should ask for their name, age, symptoms, and preferred appointment date.

To do this, add questions using the ask question button. For each question, select the appropriate contact custom field to store the user’s responses. This will allow for personalized follow-ups later.

Add questions for user details like name and age. Select contact custom fields for storing responses. Ensure all questions are linked properly for a smooth flow.

By effectively collecting this information, your chatbot can provide tailored responses and improve user engagement.


5. Finalizing Your WhatsApp Chatbot on Pabbly Chatflow

Now that you have set up the flow and collected user information, it’s time to finalize your WhatsApp chatbot using Pabbly Chatflow. Ensure all components are correctly linked and functioning as intended.

After confirming everything is in order, click the save button to update your flow. This will activate your automated WhatsApp chatbot, allowing it to respond to users 24/7 without manual input.

To test the bot, send a keyword like ‘hi’ to your WhatsApp account. The bot should respond immediately with the welcome message and options for further interaction, demonstrating the seamless automation you have created.


Conclusion

In this tutorial, we explored how to automate appointments on WhatsApp using Pabbly Chatflow. By following the steps outlined, you can create a fully functional chatbot that enhances user engagement and streamlines appointment bookings.

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

Utilizing Pabbly Chatflow allows for efficient communication and management of user queries, making it an essential tool for businesses looking to automate their WhatsApp interactions.