Let Your WhatsApp Chatbot Handle Customer Payments End-to-End

Learn how to automate customer payments using Pabbly Chatflow and WhatsApp. This step-by-step tutorial covers integration and setup for seamless transactions. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Payment Automation

To start automating customer payments, first access Pabbly Chatflow by visiting the official website. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free credits monthly for practice. Existing users can click ‘Sign In’ to access their accounts.

Once logged in, navigate to the Pabbly apps page and select Pabbly Chatflow. This will take you to the dashboard where you can manage your WhatsApp chatbot integrations. Here, you can add your WhatsApp number by selecting ‘Add WhatsApp Number’. Choose between WhatsApp Connect or Manual Token Connect for integration.

2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

After accessing Pabbly Chatflow, you can begin creating your WhatsApp chatbot. Click on the ‘Flows’ option in the sidebar and select ‘Add Flow’. Enter a name for your flow, such as ‘Let WhatsApp Handle Customer Payments End-to-End’. This name will help you identify your flow later.

• Choose a trigger type for your chatbot, such as keyword or quick replies.
• Set your keyword trigger to something like ‘hello’ to initiate the conversation.
• Use message and action blocks to build your chatbot’s flow.

Once the flow is created, you can drag and drop message nodes to send welcome messages to users. Ensure that the buttons, such as ‘View Courses’, are set up correctly to guide users through the payment process.

3. Collecting Customer Details for Payments

In this step, you will configure your Pabbly Chatflow to collect essential customer details before processing payments. After the user selects a course, prompt them to enter their full name and email address. This information is crucial for creating invoices and confirming payments.

• Ask for the user’s full name using a message node.
• Request the email address to send payment confirmations.
• Use custom fields in Pabbly Chatflow to store this information for later use.

After collecting these details, you can proceed to confirm the order and prepare for payment processing through the WhatsApp chatbot.

4. Processing Payments through Pabbly Chatflow

Now that you have collected customer details, it’s time to process payments using Pabbly Chatflow. Implement the WhatsApp Pay feature to facilitate payment transactions. Choose the order type based on your product offerings, such as custom products.

For each course, you will need to create an order message that includes the course details and total amount. This structured message will be sent to the user to confirm their payment. Make sure to:

Select the correct order message for each course. Set up conditions in Pabbly Chatflow to determine which payment options to show based on the selected course.

This ensures that users receive accurate payment requests corresponding to their course selections.

5. Confirming Payments and Sending Invoices

After processing payments, it is essential to confirm transactions and send invoices. In Pabbly Chatflow, create a separate flow for payment confirmation. Set the trigger event as payment capture to initiate this flow automatically once a payment is received.

Utilize the payment confirmation message to inform customers of their successful transactions. Additionally, you can generate and send invoices directly through WhatsApp, enhancing the user experience. Ensure to:

Set up a dedicated flow for payment confirmations. Link this flow to the payment capture trigger for automation.

This allows customers to receive immediate feedback on their payment status, fostering trust and satisfaction.

Conclusion

In conclusion, using Pabbly Chatflow to automate customer payments through WhatsApp enhances the buying experience. By following the steps outlined in this tutorial, you can seamlessly integrate payment processing into your business workflow, ensuring efficiency and customer satisfaction.