1. How to use WhatsApp bot template?

How to use WhatsApp bot template?

  • Users can use template from the created bot by clicking on the “Add New Bot” button, and selecting available template.
  • You can use predefined templates offered by the CRMTiger team for WhatsApp. You’ve 2 options: either Create Bot from Scratch or Select template for available WhatsApp Bot
  • Create Bot from Scratch

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  • Select template for available WhatsApp Bot

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  • Select the “Assigned To” user and that user scans the WhatsApp number.

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  • “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/Reponse, CRM Action, and Variables according to your business requirement.
  • Connect End Node for designing bot flow
  • Save Bot By clicking on the “Save” button.

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  • Enable Bot for connected WhatsApp number.

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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.