Financial Advisors: Capture Clients via WhatsApp 24/7

Learn how to automate client inquiries via WhatsApp using Pabbly Chatflow. This tutorial covers everything from setup to integration with YouTube and more. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Automation

To create an automated WhatsApp chatbot for financial advisors, you first need to access Pabbly Chatflow. Start by opening a new tab and navigating to the Pabbly Chatflow official page.

On the right side of the page, you will see options to either sign in or sign up for free. If you are new to Pabbly, click on the ‘Sign Up Free’ option to receive 100 credits every month to explore the software. Existing users should select ‘Sign In’ to access their dashboard.

2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

Once logged into Pabbly Chatflow, navigate to the dashboard where you can manage your WhatsApp numbers. Click on the ‘Flows’ option to enter the flow builder page. This is where you will design your WhatsApp chatbot.

• Click on the ‘+ Add Flow’ button to start a new flow.
• Name your flow as ‘Financial Advisor Capture Clients via WhatsApp 24/7’.
• Select the trigger event, in this case, keywords.

For the keyword trigger, enter common greetings such as ‘hi’ and ‘hello’. This setup allows the bot to respond automatically when these keywords are detected in incoming messages.

3. Designing the Chatbot Flow in Pabbly Chatflow

Now that your keywords are set, it’s time to design the response messages in Pabbly Chatflow. Start by adding a text message that welcomes users to your service, such as ‘Welcome to Elite Wealth Advisory. How may I assist you today?’.

Next, create three quick reply buttons labeled ‘Book Consultation’, ‘Our Services’, and ‘Talk to Agent’. Link these buttons to the welcome message so users can easily navigate the chatbot.

• Add a button for ‘Book Consultation’ to guide users to book services.
• Include a button for ‘Our Services’ to showcase available offerings.
• Create a ‘Talk to Agent’ button for direct communication.

By linking these buttons to appropriate responses, you can provide a seamless experience for your clients.

4. Capturing Client Information via Pabbly Chatflow

After users select ‘Book Consultation’, the bot should prompt them to choose a service type. Use a list message to present service options such as ‘Investment Planning’, ‘Wealth Management’, and ‘Retirement Planning’.

Once the user selects a service, the bot will request their full name, primary financial goal, budget range, planned start date, and contact number. Each of these fields should be linked to custom fields in Pabbly Chatflow for dynamic data capture.

Set up custom fields for each data point: full name, goal, budget, start date, and contact number. Make sure to validate user inputs for accuracy. Provide a summary message to confirm the consultation request.

This process ensures that all client inquiries are captured efficiently and accurately.

5. Finalizing Your Chatbot Setup in Pabbly Chatflow

After capturing client information, it’s essential to provide a confirmation message that summarizes their request. This message should include their selected service type, full name, goal, budget range, and contact number.

Finally, add the responses for the ‘Our Services’ and ‘Talk to Agent’ buttons to provide users with additional information or direct contact options. Save your flow to ensure all changes are updated in Pabbly Chatflow.

Test the flow to ensure all buttons and responses work as intended. Make adjustments based on user feedback to improve functionality.

Once everything is set up, your automated WhatsApp chatbot will be ready to assist clients 24/7, providing instant responses even while you sleep.

Conclusion

In this tutorial, we explored how to automate client inquiries using Pabbly Chatflow and WhatsApp. By following these steps, financial advisors can efficiently capture client information and provide timely responses, enhancing client engagement and satisfaction.