A Guide to Create WhatsApp Bot using Flow Automation

A step by step guide to creating WhatsApp Bot in Zixflow

Here is how you can create a simple WhatsApp bot with Flows automation:-

1. Accessing Flows

- Navigate to Automations.

- Click on "Add Flow" to create a new flow.

2. Creating a New Flow

- Name your flow.

- Click on "Create."

3. Setting Up a Basic Bot Response

- Create a scenario where if someone reaches out, the bot responds with a welcome message.

- Trigger the appropriate message based on specific words by setting it up under Phrases.


4. Sending a Welcome Message

- Create a new Node.

- Go to Marketing and select "Send WhatsApp Message"


5. Choosing Message Templates

- Select either an existing approved template message or send a direct message. 

- Since the user initiated the conversation, you can send non-approved messages as well.

- Select "Direct Message."


6. Types of Messages

- You can send various types of messages like text, image, video, document, and list messages.

- If you want to give users options, select the List type.


7. Customizing the List Message

- Add your message in the text box.

- Set the button name (e.g., "Nor").

- Define the options to show when the user clicks the button (e.g., "Sales" and "Support").


8. Enabling User Response

- Enable the "Wait for User Response" option (default is 30 minutes, but this can be adjusted).


9. Setting Up Actions Based on User Choices

- If the user selects Sales, send another message by going to Action, then selecting Marketing and Send.

- Add your message and disable "Wait for Response" since no further action is required.

- Repeat the same steps for the Support option.


10. Handling Multiple Responses

- Use the Default Option to handle multiple replies within the set response time.

- Follow the same setup steps, selecting WhatsApp's message as a common text.

11. Advanced Customizations

- Use additional actions such as sending messages and emails.

- Explore advanced options like adjusting time, using formulas to calculate data, and generating random numbers with the Random Number Node.

- Set up delays between nodes using the Delay section.


12. Completing Your Flow

- Once your flow is created, a document fragment will be generated.

- If someone replies, the cadence will break, and a salesperson can take over.

- Set up breakup rules based on certain conditions.