How to Build an AI Agent to Auto-Send WooCommerce Order Follow-Ups Using Pabbly Connect

Learn how to automate WooCommerce order follow-ups using Pabbly Connect, integrating Gmail and AI for seamless customer communication. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WooCommerce order follow-ups, first, access Pabbly Connect. This platform allows seamless integration between various applications like Gmail and WooCommerce without any coding skills required.

Start by visiting the official Pabbly website. If you are a new user, sign up for a free account to access 100 tasks monthly. Existing users can simply log in. Once logged in, navigate to the Pabbly Connect dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the sending of follow-up emails for new WooCommerce orders. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Auto-Send WooCommerce Order Follow-Ups’.

Next, select the trigger application. For this automation, choose WooCommerce. Then, set the trigger event to ‘New Order Created’. This means that the workflow will activate whenever a new order is placed in WooCommerce.

• Click on the ‘Create’ button to finalize the workflow setup.
• Connect your WooCommerce account by providing the required Webhook URL in the WooCommerce settings.
• Ensure that the Webhook is set to trigger on order creation.

After setting up the trigger, you will test the connection to ensure that Pabbly Connect captures the new order details correctly. This is crucial for the subsequent actions in your workflow.

3. Integrating Open AI for Follow-Up Messages

Once the WooCommerce trigger is set up, the next step involves integrating Open AI with Pabbly Connect. This integration will allow you to generate personalized follow-up messages for customers who place orders.

Select Open AI as the action application. Choose the event to generate a response. Here, you will enter a prompt that instructs the AI on how to create follow-up messages. For example, the prompt could be: ‘Write a friendly follow-up email thanking the customer for their order and informing them about shipping details.’

• Make sure to map the customer’s name and product details from the WooCommerce order response into the prompt.
• Select the appropriate AI model, such as GPT-4, to ensure high-quality responses.

After configuring the prompt, test this action to see if Open AI generates the expected follow-up message. This step is essential for ensuring that the automated messages are relevant and engaging for your customers.

4. Sending Follow-Up Emails via Gmail

With the follow-up messages generated by Open AI, the next step is to send these messages through Gmail using Pabbly Connect. Select Gmail as the action application and choose the action event as ‘Send Email’.

Here, you will map the email fields from the Open AI response. Enter the recipient’s email address, which you will also map from the WooCommerce order details. Make sure to personalize the email by including the customer’s name and the product they ordered.

Specify the subject line for the email, such as ‘Thank You for Your Order!’. Ensure the email content is mapped correctly from the Open AI response.

After setting up the email action, test this integration to confirm that the email is sent successfully to the customer upon placing an order. This ensures that your automation is functioning as intended, providing timely communication to your customers.

5. Sending SMS Notifications via Twilio

Finally, to enhance customer communication, you can also send SMS notifications to customers using Twilio through Pabbly Connect. Select Twilio as the action application and choose the action event as ‘Send SMS’.

In this step, you will map the recipient’s phone number from the WooCommerce order details and include the same follow-up message generated by Open AI. This allows customers to receive immediate updates via SMS.

Enter the sender’s phone number from your Twilio account. Test the SMS sending action to ensure that customers receive the notifications promptly.

With this final integration, your automation workflow will now send both email and SMS follow-ups to customers, enhancing their experience and keeping them informed about their orders.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to build an AI agent that automatically sends WooCommerce order follow-ups via email and SMS. By integrating WooCommerce, Open AI, Gmail, and Twilio, you can streamline customer communication and enhance their shopping experience.