Build a WhatsApp Bot That Welcomes, Books & Follows Up Automatically!

Learn how to create an automated WhatsApp bot with Pabbly Chatflow that welcomes users, books orders, and sends follow-up messages effortlessly. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow to Build Your WhatsApp Bot

To start creating your WhatsApp bot, you first need to access Pabbly Chatflow. Open a new tab and navigate to the official Pabbly Chatflow website. If you are a new user, click on the ‘Sign Up Free’ option to create an account and receive 100 free credits monthly.

Once logged in, you will be directed to your dashboard. Here, you can manage all your WhatsApp numbers. To add a new number, click on the ‘Add WhatsApp Number’ button. You will see two options: WhatsApp Connect and Manual Token Connect. Choose the one that suits your needs best.

2. Creating Your WhatsApp Bot Flow with Pabbly Chatflow

After setting up your WhatsApp number, proceed to create your bot flow by navigating to the ‘Flows’ section. Click on the ‘Add Flow’ button and give your flow a name, such as ‘WhatsApp Bot That Welcomes, Books & Follows Up Automatically.’ This is where Pabbly Chatflow will help you automate responses effectively.

• Select your trigger event.
• Choose keywords that will trigger the bot.
• Add a welcome message for users.

To set up your bot, you will add keywords like ‘hi’ and ‘hello’ to trigger the welcome message. When a user sends any of these keywords, the bot will respond with a greeting. This initial setup is crucial as it forms the foundation of your automated interactions.

3. Setting Up Response Buttons in Pabbly Chatflow

Now, it’s time to add response buttons for user interactions. After your welcome message, you can create buttons like ‘Order Medicine’ and ‘Upload Prescription.’ This is done using the ‘Add Button’ feature in Pabbly Chatflow. Each button will allow users to navigate further into the bot’s capabilities.

When users click on the ‘Order Medicine’ button, the bot should prompt them to select a category. You can use a list button to display options such as pain relief, cold and fever, and others. This structured interaction is essential for guiding users through their requests efficiently.

4. Collecting User Information for Orders

Once a user selects a category, Pabbly Chatflow allows you to collect detailed information necessary for processing orders. You will need to ask for the medicine name, quantity, full name, contact number, and address. Each of these inputs can be set up as questions in your flow.

• Ask for the medicine name.
• Request the quantity of medicine.
• Collect user’s full name and contact number.

By utilizing custom fields, you can dynamically capture and store this information, which will be used later to generate an order summary. This feature of Pabbly Chatflow enhances user experience by ensuring that responses are tailored to the user’s input.

5. Finalizing Your WhatsApp Bot with Pabbly Chatflow

After collecting all necessary information, you can finalize your bot by providing a customized order summary. This summary should include the category type, medicine name, quantity, and user details. Use the ‘Text’ button to create this summary message in Pabbly Chatflow.

Additionally, if users choose to upload a prescription, the bot should prompt them to send a clear image. This interaction is crucial for verifying orders. After receiving the prescription, the bot can confirm receipt and inform users that their order is being processed.

Finally, save your flow in Pabbly Chatflow to ensure all changes are applied. This allows your WhatsApp bot to operate seamlessly, providing users with instant responses and enhancing overall engagement.

Conclusion

Creating a WhatsApp bot that welcomes users, books orders, and sends follow-up messages is easy with Pabbly Chatflow. By following the steps outlined above, you can automate your customer interactions effectively, saving time and improving service quality. Start building your WhatsApp bot today and enhance your business operations!