Chatbot - Starting Support 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 feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Title: Give your chatbot a descriptive name

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

• Configure a Trigger: At this stage, you will be able to define triggers, conditions, operating hours, startup settings, and other additional options. These settings will ensure that your chatbot works efficiently and according to the desired configurations.

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

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

• 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:

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