WhatsApp

  • Step 1 - Building the Bot Flow.

  • Access the Bot Builder Interface:
    • Open the bot builder interface where you can create and configure your bot.
  • Start Node:
    • Begin by placing the starting node on the canvas. This node will initiate the bot interaction.
  • Add Interaction Components:
    • From the left sidebar, drag and drop the required components (e.g., Message, Name, Phone, Email, etc.) onto the canvas.
    • Connect these components in the desired sequence to create a logical flow. For example, after the start node, you might connect a message component to greet the user.
  • Configure Messages and Inputs:
    • Click on each component to configure its settings. For a message component, enter the text you want to send to the user.
    • For input components like Name, Phone, or Email, configure the prompts and how you want to handle the user's responses.
  • Branching and Multiple Choice:
    • Use the Multiple Choice component to present users with options. Connect these options to different nodes based on user selection.
    • This allows for creating branches in the bot flow where different paths can be taken based on user inputs.
  • Connecting Components:
    • Ensure all components are properly connected, creating a seamless flow from the start node to the final actions, like sending a summary or confirmation message.

  • Step 2: Configuring Settings

  • Access Configuration Settings:
    • Click on the settings icon in the top-right corner of the bot builder interface to open the configuration panel.
  • WhatsApp Number and Notifications:
    • Enter the WhatsApp number to be used for the bot.
    • Enable daily notifications if needed to keep users informed.
  • Email Updates:
    • Set up email updates to receive analytics and other important information about bot performance.
  • Shortcuts and Fuzzy Match:
    • Add shortcuts for commonly used commands to enhance user experience.
    • Enable fuzzy matching to handle variations in user input effectively.
  • Webhook Integration:
    • Configure webhook settings to enable the bot to communicate with external services for more advanced interactions.
  • Work Schedule and Assignment Messages:
    • Define the work schedule for the bot to handle user interactions during specific hours.
    • Set up assignment messages to delegate tasks to team members as needed.
  • Inactivity Messages:
    • Configure inactivity messages to re-engage users if they haven't interacted with the bot for a specified period.
  • Save and Test:
    • Save all the configurations.
    • Use the "Test Bot" button to ensure everything is working correctly before deploying the bot live.

  • Step 3: Add you Whatsapp Account

  • Navigate to Channels:
    • From the Chat360 dashboard, click on the "Channels" tab on the left sidebar. This will take you to the "Connect Channels" section.
  • Select WhatsApp Channels:
    • Ensure that you are on the "WhatsApp Channels" tab (highlighted in orange).
  • Add New Channel:
    • Click on the green "Add New Channel" button located at the top right of the screen.
  • Enter Details:
    • You will be prompted to enter details for the new WhatsApp business number. This typically includes:
      • Phone Number: Enter the WhatsApp business number you want to add.
      • Bot Selection: Choose the bot you want to connect this number with from a dropdown list or similar selection mechanism.