Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

Build a WhatsApp Chatbot for Document Collection in Mins! (FULL SETUP)

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Chatbot

To build a WhatsApp Chatbot for document collection, start by accessing Pabbly Connect. This platform is essential as it enables the integration between your WhatsApp account and the chatbot functionalities. Once logged in, navigate to the dashboard where you can create a new workflow.

After creating a new workflow, select the trigger event. For this setup, choose the WhatsApp integration. This step is crucial because it allows the chatbot to respond to specific keywords sent by users on WhatsApp.

2. Creating the Chatbot Flow in Pabbly Chatflow

Inside the Pabbly Chatflow, you will create the actual chatbot flow. Begin by naming your flow appropriately. Then, select the trigger event as ‘Keyword’. This means that whenever users send specific keywords like “hello” or “upload document”, the chatbot will respond accordingly.

Enter keywords such as “hello” and “upload document”.
Set up a welcome message that will be sent when these keywords are triggered.
Add quick response buttons for user interaction.

After adding the keywords, the chatbot will automatically trigger a welcome message. This is where you can engage users with options like “submit documents” or “talk to team”. Each button can lead to further interactions, making the process seamless.

3. Requesting User Details Through the Chatbot

Once users click on the “submit documents” button, the chatbot will ask for their full name. This is done by adding an ‘ask question’ action in Pabbly Connect. You must specify the question and link it to a custom field for user responses.

Ensure that the format for the name is set to text. This helps in validating user inputs. If the input is incorrect, you can set the number of attempts for users to re-answer the question. This feature enhances user experience by guiding them through the process.

4. Collecting Documents via WhatsApp Chatbot

After obtaining the user’s full name, the chatbot will ask for their contact number. This is another ‘ask question’ action where you specify the contact custom field. Once this information is collected, the chatbot will prompt users to share their documents, such as PAN and Aadhaar cards.

Use the ‘ask media’ action to request document uploads.
Link each document request to the corresponding custom field.
Ensure to confirm receipt of each document with a personalized message.

This method allows the chatbot to manage document collection efficiently, ensuring users feel guided throughout the process.

5. Finalizing the Chatbot Flow and Testing

After completing the document collection steps, finalize your chatbot flow in Pabbly Connect. Ensure that all nodes are correctly linked and that the flow is intuitive. You can add a confirmation message once all documents are submitted.

Finally, save your flow. Testing is crucial to ensure everything works as intended. You can send test messages through your WhatsApp account to verify that the chatbot responds correctly to user inputs and handles document submissions seamlessly.

Conclusion

In this tutorial, we explored how to build a WhatsApp Chatbot for document collection using Pabbly Connect. By following these steps, you can automate your document collection process, enhancing user experience and efficiency.