Automate Wedding Planner Consultations via WhatsApp with Pabbly Chatflow

Learn how to automate wedding planner consultations via WhatsApp using Pabbly Chatflow. Step-by-step guide to creating a WhatsApp chatbot for seamless scheduling. 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 WhatsApp Automation

To automate wedding planner consultations via WhatsApp, you need to access Pabbly Chatflow. Start by entering the URL Pabbly.com/chatflow in your browser. This will take you to the Pabbly Chatflow landing page.

Once there, you have two options: sign in if you already have an account or click on ‘Sign Up Free’ to create a new account. New users receive 100 free credits every month to practice their chatbot creations. This is an excellent way to familiarize yourself with the platform.

2. Creating a WhatsApp Chatbot Using Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the dashboard. Here, you can add your WhatsApp number by clicking on ‘Add WhatsApp Number’. Choose between WhatsApp Connect or Manual Token Connect to integrate your WhatsApp account.

• Click ‘Add WhatsApp Number’ to start the integration.
• Select either WhatsApp Connect or Manual Token Connect.

Once your number is connected, click on ‘Flows’ from the sidebar to create a new flow. Name your flow, for example, ‘Automate Wedding Planner Consultation WhatsApp’. Set the trigger event to ‘Keyword Reject Match’ to initiate the chatbot when users mention keywords like ‘wedding’ or ‘planner’.

3. Designing Your Chatbot Flow in Pabbly Chatflow

With your flow created, it’s time to design the chatbot. Start by dragging and dropping a text node to send an initial welcome message. For example, you can write ‘Hi, welcome to Dream Vets Wedding Planner’ and add a button labeled ‘View Packages’. using Pabbly Connect

Next, create a list node to show the wedding packages when users click the button. Input the header, body, and footer for your list. Under the body, describe the packages and create sections for each package, such as Basic, Premium, and Luxury.

• Drag and drop a text node for the welcome message.
• Create a list node for displaying packages.
• Add buttons for user interaction.

Finish by connecting the buttons to appropriate actions, ensuring users can navigate back to the package list or proceed to book a consultation.

4. Collecting User Information for Consultations

After a user selects a package and clicks ‘Book Consultation’, you need to gather their information. Use the ‘Ask Questions’ action in Pabbly Chatflow to prompt for their preferred consultation date, full name, and wedding location.

Ensure each question is linked to a contact custom field to store user responses. For example, set the date question to save as ‘Preferred Date’ and the name question as ‘Full Name’. This allows for personalized responses later.

Use ‘Ask Questions’ action to collect user data. Save responses in contact custom fields. Create a thank you message for confirmation.

Once all information is collected, send a confirmation message thanking the user and confirming their booking. This enhances user experience and makes the process seamless.

5. Testing Your WhatsApp Chatbot Built with Pabbly Chatflow

Now that your chatbot is set up, it’s time to test it. Go back to your WhatsApp and send a message to the number connected to Pabbly Chatflow. You should receive the welcome message and be able to interact with the bot as intended.

Check if all buttons work correctly and ensure that the chatbot responds as designed. If any issues arise, revisit your flow in Pabbly Chatflow and make necessary adjustments.

By testing thoroughly, you can ensure that your automated wedding planner consultations run smoothly, providing a great experience for your clients.

Conclusion

Using Pabbly Chatflow, you can automate wedding planner consultations via WhatsApp efficiently. This step-by-step guide has shown you how to create a functional chatbot that enhances client interactions and streamlines appointment scheduling.