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

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: https://bit.ly/wcourse-en

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.

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.

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

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

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

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

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.

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

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

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

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

The purpose is to configure a push notification 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 push notification to activate.

You can download the template here

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.

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 })
})

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

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

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

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.

Links

Here, you can check additional learning resources to expand the use of WhatsApp Cloud API:

Ebooks

How to convert your leads into sales with WhatsApp and Zoho

An Unfailing Guide to WhatsApp for e-commerce

The definitive guide to WhatsApp for education

Definitive guide to WhatsApp Cloud API for Startups

Managing customer conversations at scale with the WhatsApp Business API

How to use push notifications on WhatsApp to boost your business

Courses

Become a WhatsApp Business Platform Manager

Template gallery (more than 100 chatbot templates available)

Gallery