How to Use WhatsApp Chatbot for vTiger Build/Design Flow for WhatsApp ChatBot

How to Build/Design Flow for WhatsApp ChatBot?

Users can set the flow according to the requirement for the Bot.

• Basic:
  • Start: Use this node when you start designing the Bot flow.
  • End: Use this node when you end designing the Bot flow.
    NOTE : Bot must start with choice question
• Question/Response:
  • With this feature, users can set various types of questions in flow to Ask customer.
  • Add Condition to check it against a response from a customer in Bot.
  • Question/Response Action Settings:
    • Text/Response:
      • Message Type:
        • Regular message – This is a regular message type format sent to customers from Bot.
        • WhatsApp Response – This message type will display responses to customers in WhatsApp format.
      • Copy from Variables:
        Select variable to add or copy to the message which converts to actual value when sent message to customer.
      • Response Text/Question:
        Type a message as a response or ask a question to the customer.
        
      • Format:
        Select any format like text, number, email and date for response.
      • Note : To validate NUMBER, EMAIL, DATE format, you can use same name variable in English as “number”, “email”, “date”.
      • Response file:
        Send Image as response to the customer along with text.
      • Response copy to variable:
        Copy customer answer of question from bot to variable which can be used to store in CRM or reply to customer on various stages of Bot flow.
        
      • NOTE: After Text/Response question node, Choice question
        will not work to show option.
        
    • Choice Question
      • Message Type:
        • Regular message – This message type will display responses to customers in WhatsApp Regular format.
        • WhatsApp List message – This message type will display a response to customers as a WhatsApp list.
        • WhatsApp Button message – This message type will display a response to the customer in WhatsApp button format.
      • Question/Response:
        Add a question for the flow according to your choice.
      • Add Option:
        Add an option for the question according to your choice.
    • Condition:
      User can add condition for the question if it’s true then it will fire the value which is set.
      • Variable:
        Select a variable like number, email, date or description for the value.
      • Condition:
        Select the condition for the question like a value equal to 10000 etc.
      • Enter Value:
        Enter value according to the variable type selected.
  • CRM
    • CRM Action:
      With CRM Action You can Insert/Update/Search record To or From CRM.
      • CRM Action Setting:
        • Select an Action:
          Select an Action should allow the user to select various operations on CRM.
          • Create a Record – It allows you to Create record in CRM from responses from the customers.
          • Search a Record – It allows you to search records from CRM from the value pass to CRM field.
      • Modules:
        Select module to search/create/update record to or from CRM.
      • Assign value to vTiger fields to
        Create/Update/Search:
        • vTiger field – Select vTiger fields to copy value to vTiger fields from available variables.
        • Saved variables – Select available variables used to store customer’s input from chatbot’s questions.
      • Save variable(Response) from vTiger field:
        On create/update/search on CRM it will return selected field value to customer to be displayed in WhatsApp bot.
        • Copy to variable – Select variable type as name, email, date or description for copy variable.
        • Copy from vTiger Field – Select fields for copying variables from vTiger field.
  • Variables:
    Variables used to copy answers from customers using bot like their name, email, phone etc. This will be used to map with respected CRM fields to Add/Search/Update To or From CRM.
    
    • Add Variable Pop-up:
      • Variable Name: Enter name for Variable
      • Description: Enter Description for Variable
  • Users can Clear all the added actions by clicking on the Clear option and also duplicate the created Bot from the Flow Builder.
  • Zoom In and Zoom Out buttons are also there for the flow builder.
    
  • Select the “Assigned To” user and that user scans the WhatsApp number.
  • “Select Number for Bot” drop list will show the scanned WhatsApp number of the user according to the “Assigned To” user.
  • Select WhatsApp Number for bot from “Select Number for Bot”.
  • “Select Number for Bot” drop list will show a scanned number which is accessible to the user.
  • Enter Bot Name.
  • Add Start Node for designing bot flow.
  • Create Flow by using Question/Reponses, CRM Action, and Variables according to your business requirement.
  • Connect End Node for designing bot flow.
  • Save Bot By clicking on the “Save” button.
  • Enable Bot for connected WhatsApp number.
    Note: WhatsApp Bot will enable only for those user who has rights to scan selected WhatsApp number from Settings > WhatsApp configuration > Select Multiple WhatsApp number configuration.
    
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