Step-by-Step WhatsApp Automation Tutorial | Pabbly Chatflow

Learn how to automate WhatsApp messages using Pabbly Chatflow in this detailed step-by-step tutorial. Perfect for businesses looking to enhance customer communication. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Automation

To begin your WhatsApp automation journey, you first need to access Pabbly Chatflow. Start by navigating to the official Pabbly Chatflow website by entering ‘Pabbly.com/chatflow’ in your browser. This platform is designed to automate WhatsApp messages, making it perfect for businesses like hotels and resorts.

Once on the page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ option to create an account and receive 100 free credits each month. Existing users can simply sign in to their accounts. After logging in, you will be directed to the Pabbly Chatflow dashboard.

2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After accessing the dashboard of Pabbly Chatflow, you can start creating your WhatsApp chatbot. Click on the ‘Add Flow’ button to begin. You will need to name your flow; for this tutorial, we will use ‘Step-by-Step WhatsApp Automation Tutorial’. This name helps you identify your flow easily later on.

• Click on the ‘Add Flow’ button.
• Enter your flow name.
• Select your trigger event.

For the trigger event, choose the ‘Keywords’ option, as this will allow the bot to respond to specific words sent by users. Enter keywords such as ‘hi’ and ‘hello’ to activate the bot’s response. This setup is crucial for ensuring your bot can engage with users effectively.

3. Setting Up Your Chatbot Flow in Pabbly Chatflow

Next, you will configure the flow of your WhatsApp chatbot using Pabbly Chatflow. Start by selecting a media button to send an image related to your business. Upload an image that represents your establishment, and write a welcome message like, ‘Hello, welcome to Ocean View Resort. How may I assist you today?’ This message will greet users when they first interact with your bot.

To enhance user interaction, add three buttons for options: ‘Book a Room’, ‘Room Rates’, and ‘Contact Support’. Connect these buttons to the welcome message so that when users click them, they can proceed to specific actions based on their needs.

4. Collecting User Information through Pabbly Chatflow

Once users select ‘Book a Room’, the bot should ask for specific information. This is where Pabbly Chatflow shines in automating the booking process. The bot will prompt users to select a room type from a list, which you can configure in the flow settings.

• Add a list button for room types.
• Enter options like Deluxe Room, Sea View Room, Family Suite, and Private Villa.
• Link the selections to custom fields for dynamic responses.

After users select their room type, the bot will ask for check-in and check-out dates, guest count, full name, and contact number. This information is crucial for processing bookings efficiently. Make sure to set up custom fields in Pabbly Chatflow to store this data accurately.

5. Finalizing Your Chatbot in Pabbly Chatflow

After collecting all necessary information, you can set up a summary message that confirms the booking details to the user. In Pabbly Chatflow, create a text button that will dynamically include the user’s selected room type, check-in date, check-out date, guest count, full name, and contact number in the confirmation message.

Finally, ensure to save your flow. This step is essential, as it allows your bot to function correctly and respond to user queries in real-time. Your WhatsApp chatbot is now ready to handle bookings and inquiries efficiently, allowing you to focus on other aspects of your business.

Conclusion

In this tutorial, we explored how to create a WhatsApp chatbot using Pabbly Chatflow. By following the steps outlined, businesses can automate customer interactions, enhancing communication and efficiency. This setup allows for seamless booking management and customer support, making it a valuable tool for any business.