Chatbot - Starting Service with Another WhatsApp Account

We can create a chatbot with service menus that direct the start of the conversation to another WhatsApp number connected to your instance. This strategy is used together with the Automation Flow to optimize service.

Follow the steps below to create and configure your chatbot:

1. Create the Chatbot:

• Go to the chatbot via “Find Services”. Or just type the name, and the function appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Title: Give a descriptive name to your chatbot

• Enter a Description: Describe in detail the content and functionality of the chatbot.

• Configure a Trigger: At this step, you can define triggers, conditions, operating hours, startup settings and other additional options. These definitions will ensure that your chatbot operates efficiently and according to the desired settings.

• Click on “Open Builder” to create the bot with its actions and conditions.

• Allow leads to talk to the bot multiple times?: It depends on your strategy. If set to “YES”, it will go through the bot every time the configured trigger is activated.

• Automatically unarchive the lead when starting the chatbot?: If the answer is yes, the chatbot will unarchive the Leads. However, note: the Lead will only be unarchived if the instance is within the limit allowed by the plan.

1. Building the Chatbot:

1. Building the Automation Flow:

CONCLUSION:

Using this strategy allows for a more efficient distribution of service, ensuring that interactions are directed to the most appropriate WhatsApp number within your instance. This improves organization, reduces overload on a single channel, and provides a smoother and more agile experience for users. In addition, integration with the Automation Flow enhances service management, making it smarter and more scalable.