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Build a WhatsApp Bot to Follow Up With New Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Bot Creation

To create a WhatsApp bot for follow-ups, start by accessing Pabbly Chatflow. Open a new tab and navigate to pabblaby.com/chatflow. If you are new, sign up to receive 100 free credits monthly for testing the features.

Once logged in, you will see various Pabbly applications. Click on Pabbly Chatflow to access its dashboard. Here, you can manage your WhatsApp bot settings and flows efficiently.

2. Setting Up Your WhatsApp Number in Pabbly Chatflow

Before creating your bot, you need to add your WhatsApp number to your Pabbly Chatflow account. This step is crucial for the bot to send messages through WhatsApp.

To do this, follow these steps:

Go to the settings in Pabbly Chatflow.
Select ‘WhatsApp Integration’ and enter your WhatsApp number.
Save the settings to confirm the addition.

Once your number is set, you can start building your chatbot flow in Pabbly Chatflow.

3. Creating Your Chatbot Flow in Pabbly Chatflow

Now that your WhatsApp number is integrated, you can create your chatbot flow. Click on the “Add Flow” button to start. Name your flow as per your requirement, e.g., “Lead Follow-Up Bot”.

In the flow builder, select the trigger event. For this bot, we will use keywords like “hi” and “hello”. This means that when users send these keywords, the bot will respond accordingly. Set these keywords in the designated area and save the trigger.

4. Designing the Chatbot Response with Pabbly Chatflow

After setting up the triggers, you need to design how the bot will respond. Start by adding a list message node. Enter a welcoming message that thanks users for their interest in your service and ask what type of insurance they are looking for.

This list message can include various options like health insurance, life insurance, etc. You can customize these options according to your business needs. Make sure to connect this list message to the trigger you previously set.

Next, add a section to capture user responses. Use the “Ask Question” node to gather details like the user’s full name, contact number, and insurance type. Ensure that each question is linked properly to maintain the flow of conversation.

5. Finalizing Your WhatsApp Bot in Pabbly Chatflow

Once you have designed your flow, review all connections and ensure that each node is properly linked. This is crucial for the bot to function correctly. After confirming the connections, enable the toggle to activate your flow.

Finally, click the save button to update your bot. Your WhatsApp bot is now ready to provide instant follow-ups to your leads. It will automatically respond to user queries, making your lead management more efficient with Pabbly Chatflow.

Conclusion

In this tutorial, we explored how to build a WhatsApp bot for lead follow-ups using Pabbly Chatflow. This powerful tool allows you to automate responses and manage leads efficiently, enhancing your business operations.