Chatbot & Integration

Setup Welcome WhatsApp Chatbot

Greet every customer instantly with a menu of what you offer — day or night — and hand them to a person when they need one.

1. 1

   Start from a template

   Chatbot Flow Builder → Chatbot Templates. Pick one for your industry (e.g. Clinic front desk, Shop front desk) or Keyword auto-reply for a simple greeting.

2. 2

   Set the trigger

   The workflow starts with a WhatsApp keyword trigger — usually hi, hello, hey, and any words your customers open with.

3. 3

   Write the welcome

   Edit the Send text step: “Hi {{customer.name}}, welcome to {{business.name}}! How can we help?” Then add Buttons or a Menu list with your options — Prices, Book a visit, Talk to us.

4. 4

   Branch each option

   Connect each button to what it should do: answer, ask a question, book an appointment, or Request intervention to pass the chat to your team.

5. 5

   Catch everything else

   Click Fallback in the builder to set the reply for messages no workflow matches, so nobody gets silence.

6. 6

   Test, then publish

   Click Test for a dry run that shows every step without sending anything, then Publish. It's live on your WhatsApp number straight away — message it “hi” from your phone to see it for real.