Watch Step By Step Video Tutorial Below





1. Introduction to Pabbly Connect for Integration

To start integrating your WhatsApp Chatbot with loan eligibility checks, you will first need to access Pabbly Connect. This platform serves as the central hub for all your integration needs, allowing seamless communication between your applications.

Begin by navigating to the Pabbly Connect website. If you are a new user, sign up for a free account to access the features. Existing users can simply log in. Once logged in, you can create workflows that will automate the loan eligibility check process through your WhatsApp Chatbot.

2. Creating a WhatsApp Chatbot with Pabbly Chatflow

Now we will create a WhatsApp Chatbot using Pabbly Chatflow. This chatbot will collect applicant details and check loan eligibility automatically. First, log in to your Pabbly Chatflow account.

  • Click on the ‘Add WhatsApp Number’ option to link your WhatsApp account.
  • Next, navigate to the ‘Flows’ section to create a new flow.
  • Name your flow as “AI Loan Pre-Qualification Chatbot”.

After naming your flow, set the trigger event to “Keyword Match”. Add keywords like “loan” and “apply” to trigger the chatbot. This setup ensures that whenever a user sends these keywords, the chatbot will activate and respond accordingly.

3. Designing the Chatbot Flow in Pabbly Chatflow

With the trigger set, it’s time to design the flow of your chatbot. Start by sending a welcome message to users when they trigger the chatbot. Use the text node to add your welcome message, which should include options like checking eligibility, loan info, or asking questions.

For each option, create separate nodes:

  • “Check Eligibility” will prompt users to enter their full name, monthly income, employment type, and desired loan amount.
  • “Loan Info” will provide details about loan options.
  • “Ask Question” allows users to inquire about loans and eligibility.

Make sure each option connects back to Pabbly Connect for processing the data.

4. Integrating the Chatbot with Pabbly Connect

Once your chatbot flow is designed, the next step is to integrate it with Pabbly Connect. This integration allows the collected data to be sent for eligibility checks. In Pabbly Connect, create a new workflow and select Pabbly Chatflow as the trigger application.

Set the event as “New Message Received”. You will receive a webhook URL that needs to be pasted back into your Pabbly Chatflow flow. This URL will ensure that any new message triggers the workflow in Pabbly Connect.

Then, map the fields from the chatbot (like name, income, and loan amount) to the respective fields in Pabbly Connect. This step is crucial for ensuring the data flows correctly between the applications.

5. Setting Up Eligibility Checks and Responses

After setting up the integration, you need to define the eligibility criteria in Pabbly Connect. Use the router feature to create conditions based on the applicant’s income and loan amount.

Create two filters: one for approved applicants and another for those who do not meet the criteria. For approved applicants, set actions to send messages back through Pabbly Chatflow confirming their eligibility. For rejected applicants, send a message indicating that their application has been canceled.

Finally, test the complete flow by sending a keyword through WhatsApp to ensure that the chatbot responds correctly and that the data is processed accurately through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect and Pabbly Chatflow to create an automated WhatsApp Chatbot for loan eligibility checks. By following these steps, you can enhance customer experience and streamline your loan application process.