Thank you for registering for the “WhatsApp Chatbots: Crash Course

You are about to get started in the world of chatbots, hand in hand with your customers’ favorite channel: WhatsApp.

In 8 modules and 25 lessons you will learn how to work and edit chatbots templates to improve your communications.

Let’s get started!


Here is the complete course content

Chapter 1: Course introduction

1.1 How does the course works?
Hello and welcome to the course “WhatsApp Chatbots: Crash Course”.

In the course we will see a formative journey to learn about how to create chatbots on WhatsApp, its functionalities and what you can achieve with it.

In addition to the theoretical videos, you will have at your disposal several practices and tests that will help you to consolidate the acquired knowledge until you can get your certification.

Thanks to our partner WOZTELL, you will have at your disposal its conversational platform integrated with WhatsApp Business Platform where you can practice everything you learn for free.

You can create your WOZTELL account here:

You can create your WOZTELL account here

We hope you enjoy the course and that, at the end, you will have the necessary knowledge to develop your first chatbot!

To complete your knowledge, we recommend you to take the course: Become a WhatsApp Business Platform Manager.

Chapter 2: The channel: WhatsApp Cloud API

2.1 What is WhatsApp Cloud API?
WhatsApp Cloud API is the most powerful version of the messaging app. But… is it an app?

Learn how the enterprise version is the best option for all types of businesses. And, for the purpose of this course, it’s the best (and only option) if you want to implement a WhatsApp chatbot.

The video will introduce you to the different features and benefits of the API.

here is the video presentation for you

Chapter 3: The platform: WOZTELL

3.1 What is WOZTELL?
To start creating a WhatsApp chatbot, one of the most important things is to secure a platform to work with.

The WOZTELL platform allows you to work with pre-designed chatbot templates, broadcast messages and live chat management. Discover everything you can do with a WOZTELL account.

Learn about the platform:

What will you be able to do?

WOZTELL is a conversational platform that allows you to manage your customer communications.

We are going to focus on WhatsApp chatbots, but the platform allows you to work with:

WhatsApp Cloud API: the most powerful version of WhatsApp that allows you to implement all kinds of integrations.
Live chat: giving an option to contact you via message increases up to 10% the average ticket sales.
Zoho integration: send and receive messages from contacts directly on Zoho and automatically store all the data.
broadcast messages: you can send messages to your custom audiences and get results of up to 3500% ROI.
Chatbots: create and configure your own multichannel chatbots.
Automations: create multi-channel workflows that increase customer satisfaction and save time and effort.
Manage other channels like Instagram, Facebook Messenger and Webchat.

3.2 Set up your account
We want you to have an available tool to practice and test your knowledge. And in the materials you have a tutorial to set up your WOZTELL account and start working with your chatbots.

Important: registration is required to follow the course. You can start with a free account:

3.3 Create your WhatsApp Cloud channel
Once you have the platform set up, then it’s time to get your WhatsApp Cloud account and connect it to a channel.

In the materials you will find a tutorial that guides you through the whole process.

3.4 WhatsApp templates: Management
This type of messages are necessary when opening a business-initiated conversation. They have to be pre-approved by WhatsApp and have lots of unique features (such as buttons and list messages!).

Check the attached materials to learn more about how to use them and how to create them.

Chapter 4: Chatbot builder: the basics

4.1 What is a chatbot?
If you’re here, chances are you want a chatbot… or at least you are interested in its possible advantages. Let us walk you through a brief introduction of what a chatbot is and the two main different types.

You can also play with the chatbot in the video, which compiles examples of templates into a single master bot:

4.2 Where can you build a chatbot?
We have already presented the WOZTELL platform in general terms. Now, let’s show you how to work with its chatbot builder and start testing the different options.

You will learn how to import, export templates and edit the chatbot main menu.

You can download the template here

4.3 What is a conversation tree?
Just as we need to build a house from the ground up, we also need to do a little bit of planning when working with a chatbot. And, in this lesson, we will tell you what is a conversation tree and why chatbot managers use it to map out the conversational flow of their chatbot.

Moreover, we will also show you how it looks with the help of a ready-to-use template that you can download.

You can download the template here

4.4 Add a conversation tree to your WhatsApp
Once you have something to say (or a chatbot to connect), then it’s time to learn how to merge both of them.

In this lesson we will show you how to connect a chatbot, with the help of a chatbot template, to a WhatsApp channel.

You can download the template here

4.5 Edit your chatbot messages
We give you the link to download a wide range of templates, but not all of them will say what you truly want to say.

In this lesson you will learn:

– How to edit variables on the Configuration Map so they automatically appear in the chatbot responses
– How to edit the responses within the tree nodes

Import your message template:

If you have your WhatsApp message template previously configured and accepted, applying to a response is really easy.

1. Select the response type as “Message Template”

2. In “Integration”, select the number that you have associated to your WhatsApp Cloud channel

3. Click on “Upload Message Template”, and a new window will appear.

4. Finally, you just have to select which message template you’re going to use and the language.

5. Remember to confirm and save your changes.

You can download the template here

4.6 Create a conversation tree
A conversation tree allows you to build the structure of your chatbot. In this lesson you will learn about the composition of a bot and the different relationships between tree nodes.

4.7 Connect a csv with information to your chatbot
Some chatbots are configured with a CSV (comma separated values) to collect information.

This is the easiest way to import data into a chatbot so that it can understand it. In this lesson, you will learn how to configure this document to work correctly with the predesigned templates.

In the attached template you can download a csv to work with.

You can download the template here

4.8 What is a payload in chatbot building?
Knowing and mastering the payload concept is a great help when you want to build a chatbot or edit an existing template.

It opens up a world of possibilities:

– Adding different conditions that trigger different options
– Configuring buttons to speed up the chatbot flow

4.9 Practice: Install a template, edit and connect it to your channel

Now that you know the basics of working with WhatsApp chatbot templates, it’s time to put this learning to the test.

You can download the template in the materials. Here’s the challenge: edit the data in the Events template to match your own information (or imaginary, we won’t judge!).

If you have any questions about how to do this, you can go back to the previous lessons and follow the steps.

1. On the WOZTELL web page click on Template gallery.
2. Choose the event bot template and download it.
3. Once you have the file, go to the WOZTELL platform and click on Bot Builder and then Import Tree. Choose the file that you downloaded.
4. To be able to start using the chatbot you must link it to your WhatsApp number:
Channels > Edit > Tree settings > New tree > Select the chatbot > Select the global nodes > Save.
5. On the Config Map you can edit each option with your information.
6. Configure the preferences to WhatsApp and scroll down to Responses, there you can edit the information on the content field of each message.

You can download the template here

CHAPTER 5: Gain more revenue with conversations

5.1 Lead generation chatbot: set it up and start using it
This chatbot will be the perfect aid for you to start improving your communications and customer satisfaction.

Lead generation is often the first step to start getting more customers, and now you can automate the whole process.

In this lesson you will learn:

– What is a lead generation chatbot?

– How to work with data source to import and export information

– Edit and personalize the chatbot tree​

CHAPTER 6: broadcast messages and WhatsApp chatbots

6.1 Configure your first push and connect it to a chatbot
broadcast messages are the new way to communicate with customers through their favorite messaging apps.

With better results than traditional channels like email or social media, you can maximize them with the help of a chatbot. And in this session you will learn:

– Set up your first WhatsApp push

– Configure a push to trigger a chatbot

– What is the payload in chatbots?

– Use a payload to connect a push and a chatbot

6.2 Practice: Send a push message to yourself and trigger a chatbot flow

Now that you have a grasp on both chatbots and broadcast messages, it’s the time to combine them both in this practice session.

The purpose is to configure a broadcast messages that connects with a chatbot. That is, that triggers the start of a chatbot flow.

For this practice, you can follow the steps in the previous lesson and try it on yourself.

In the materials you can find the link to download a template that is configured to work with a broadcast messages to activate.

You can download the template here

CHAPTER 7: Live Chat: How to better handle enquiries

7.1 The Zoho Cliq integration
A chatbot always works better when it has the handover option to talk with a human. This is standard practice in the world of chatbot building, and you’re going to learn the whys and hows in this section of the course.

We are going to work with the native integration between WOZTELL and Zoho, in order to make the process as seamless as possible.

To begin with, we are going to show you how to activate the live chat option in Zoho Cliq and the different features.

Get Zoho Cliq for free

On this link, you can download the free version of Zoho Cliq:

7.2 What is a handover and why do you need it?
When a customer wants to contact a human agent, giving them the option of talking only to a chatbot can be frustrating and lead to bad experiences.

That’s why you need a handover protocol. In this lesson you will learn how to enable the live chat option in Zoho Cliq, using the WOZTELL integration.

7.3 Set up a chatbot to live chat handover
When building a chatbot, we strongly recommend adding an option to “talk to an agent”.

Some of the templates in the WOZTELL gallery already have this protocol configured with code. In this lesson we show you where you can find this code, and how to apply it to your own chatbot if you decide to start building it from scratch.

Live chat on: code

return new Promise((resolve, reject) => {
this.lodash.set(this.member, “botMeta.liveChat”, true)
resolve({ member: this.member })

CHAPTER 8: Save up time with a chatbot

8.1 Send a message during out-of-office hours
Sometimes, customers will write to you outside of office hours and may be frustrated that they don’t hear back from you or know when to contact you.

In this lesson, we will tell you about a chatbot template that configures a message according to your business hours.

You can find in the template section a link to download and try the template.

You can download the template here

8.2 Configure a virtual FAQs chatbot
On of the main purposes of a chatbot is to reduce the workload of agents. With an ability to answer to queries 24/7.

A FAQs template is the option that any business or person needs to solve this issue and save up time and effort by avoiding repetitive questions. In this lesson, we tell you how to set it up.

You can find a link to the template in the materials section.

You can download the template here

CHAPTER 9: Use cases

9.1 Lead generation
Although it is more marketing-oriented, this template is useful for any company interested in collecting user data.

Why is it helpful? You will be able to better serve their needs and learn from first-hand feedback how to improve your services.

With this template you will be able to automatically collect all the information and set up different broadcast messages that will help you generate more and better leads.

Plus: in the materials you will also find a use case with a lead magnet template, in case you want to go down that road.

If you need help implementing this template, you can review the previous sessions and consult the tutorial linked in the Materials.

Marketing: lead generation chatbot

Lead generation for education

You can download the template here

9.2 Lead qualification

When a user shows interest in your product, this is the perfect opportunity to qualify them and get to know them better.

This template is configured to understand them better in order to seal the deal. And, because we know that can be time consuming, everything is automated in a WhatsApp ready-to-use template.

In the materials you will find a detailed use case as well as an example of this template for the finances sector.

If you need help implementing this template, you can review the previous sessions.

Sales: Lead magnet to qualify leads

Lead qualification for finances

You can download the template here

9.3 Frequently Asked Questions
One of the uses of chatbots par excellence.

When questions accumulate and become repetitive, it is time to implement this template to help you.

Ready to use and configured, it presents the information in different categories that can be edited in a csv. As in the other templates, the text can be edited within the Responses.

If you need help implementing this template, you can review the previous sessions and consult the tutorial linked in the Materials.

Support: FAQs chatbot

You can download the template here

9.4 Bonus: Entry points strategy
Every conversation begins somewhere. Entry points give businesses a number of ways to bring customers into WhatsApp chatbots from other environments online, on the phone and in the offline world.

You can watch one of WOZTELL’s webinars discussing the different opportunities presented by WhatsApp.




We provide you with additional documentation about WOZTELL and WhatsApp itself so that you can expand your knowledge.

WOZTELL documentation

WhatsApp documentation

Meta for developers documentation

Thank you!

From WOZTELL we hope that the course has helped you to develop your first chatbots in WhatsApp.

Feel free to register for our other free courses and develop your full potential in conversational business.

Thank you very much for your trust.

We help businesses connect with customers.
All rigths reserved @WOZTELL 2022