Chatbot Configuration
Build intelligent WhatsApp chatbots that provide instant customer support, qualify leads, and automate your business processes 24/7.
Chatbot Types
Choose the right chatbot for your business needs
Welcome Bot
Greets new customers and provides basic information
Key Features:
- Auto-greeting
- Basic FAQs
- Menu navigation
- Lead capture
Use Cases:
- First-time visitors
- General inquiries
- Brand introduction
Support Bot
Handles customer service inquiries and troubleshooting
Key Features:
- Issue resolution
- Ticket creation
- Escalation to humans
- Knowledge base
Use Cases:
- Technical support
- Account issues
- Billing questions
- Product help
Sales Bot
Qualifies leads and guides customers through the sales process
Key Features:
- Lead qualification
- Product recommendations
- Pricing information
- Appointment booking
Use Cases:
- Lead generation
- Product inquiries
- Sales qualification
- Demo scheduling
FAQ Bot
Answers frequently asked questions instantly
Key Features:
- Instant responses
- Multiple languages
- Context awareness
- Fallback handling
Use Cases:
- Common questions
- Policy information
- Service details
- General support
Setup Process
Follow these steps to configure your WhatsApp chatbot
Design Your Bot Flow
Plan the conversation flow and user journey
Key Actions:
- Map out the customer journey from start to finish
- Identify key decision points and branching logic
- Define fallback responses for unexpected inputs
- Create a conversation tree with all possible paths
- Plan handoff points to human agents
Configure Bot Settings
Set up basic bot parameters and behavior
Key Actions:
- Choose your bot type and primary purpose
- Set up welcome messages and greetings
- Configure response delays and typing indicators
- Define business hours and availability
- Set up escalation rules for complex queries
Create Response Templates
Build your bot's knowledge base and responses
Key Actions:
- Write clear, helpful response templates
- Add personalization tokens and dynamic content
- Create quick reply buttons and menu options
- Set up media attachments and rich content
- Test all responses for clarity and accuracy
Set Up Triggers and Conditions
Define when and how your bot responds
Key Actions:
- Configure keyword triggers and intent recognition
- Set up time-based responses and scheduling
- Create conditional logic for different scenarios
- Set up integration triggers with your CRM
- Configure escalation conditions to human agents
Test and Deploy
Thoroughly test your bot before going live
Key Actions:
- Test all conversation flows and edge cases
- Verify integrations with external systems
- Train your team on bot capabilities and limitations
- Set up monitoring and analytics
- Deploy gradually with a small group first
Integration Examples
Connect your chatbot with existing business systems
CRM Integration
Connect your bot to your CRM system for seamless lead management
Benefits:
- Automatic lead capture
- Contact information sync
- Follow-up scheduling
- Lead scoring
Calendar Integration
Enable appointment booking directly through WhatsApp
Benefits:
- Real-time availability
- Automatic scheduling
- Reminder notifications
- Rescheduling options
Payment Integration
Process payments and transactions through the bot
Benefits:
- Secure payments
- Invoice generation
- Receipt delivery
- Payment confirmations
Knowledge Base Integration
Connect to your existing knowledge base for instant answers
Benefits:
- Up-to-date information
- Consistent responses
- Easy content updates
- Multi-language support
Best Practices
Proven strategies for building effective chatbots
Keep Responses Natural
Write bot responses that sound human and conversational, not robotic.
💡 Use contractions, emojis, and natural language patterns
Provide Clear Options
Always give users clear next steps with buttons or menu options.
💡 Use quick reply buttons for common actions like "Yes/No" or "More Info"
Handle Errors Gracefully
When the bot doesn't understand, provide helpful guidance instead of generic errors.
💡 Say "I didn't quite catch that. Could you try rephrasing?" instead of "Error 404"
Know When to Escalate
Recognize when a query is too complex and needs human intervention.
💡 Set up clear escalation triggers based on keywords, sentiment, or complexity
Learn from Interactions
Regularly review bot conversations to identify improvement opportunities.
💡 Analyze failed interactions and common questions to improve responses
Respect User Preferences
Always honor opt-out requests and respect user communication preferences.
💡 Include easy opt-out options and respect "do not disturb" times
Ready to Build Your Chatbot?
Start creating intelligent chatbots that provide 24/7 customer support and drive business growth.