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?
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: https://bit.ly/wcourse-en
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?
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.
Chapter 3: The platform: WOZTELL
3.1 What is WOZTELL?
The WOZTELL platform allows you to work with pre-designed chatbot templates, push notifications 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.
– Push Notifications: 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
Important: registration is required to follow the course. You can start with a free account: https://bit.ly/wcourse-en
3.3 Create your WhatsApp Cloud channel
In the materials you will find a tutorial that guides you through the whole process.
3.4 WhatsApp templates: Management
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?
You can also play with the chatbot in the video, which compiles examples of templates into a single master bot: https://wa.me/message/6764UDNI4ZM4A1
4.2 Where can you build a chatbot?
You will learn how to import, export templates and edit the chatbot main menu.
4.3 What is a conversation tree?
Moreover, we will also show you how it looks with the help of a ready-to-use template that you can download.
4.4 Add a conversation tree to your WhatsApp
In this lesson we will show you how to connect a chatbot, with the help of a chatbot template, to a WhatsApp channel.
4.5 Edit your chatbot messages
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.
4.6 Create a conversation tree
4.7 Connect a csv with information to your chatbot
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.
4.8 What is a payload in chatbot building?
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.
CHAPTER 5: Gain more revenue with conversations
5.1 Lead generation chatbot: set it up and start using it
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: Push Notifications and WhatsApp chatbots
6.1 Configure your first push and connect it to a chatbot
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 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.
CHAPTER 7: Live Chat: How to better handle enquiries
7.1 The Zoho Cliq integration
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: https://www.zoho.com/es-xl/cliq/
7.2 What is a handover and why do you need it?
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
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
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.
8.2 Configure a virtual FAQs chatbot
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.
CHAPTER 9: Use cases
9.1 Lead generation
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 push notifications 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.
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
9.3 Frequently Asked Questions
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.
9.4 Bonus: Entry points strategy
You can watch one of WOZTELL’s webinars discussing the different opportunities presented by WhatsApp.
ADDITIONAL RESOURCES
Documentation
Links
We provide you with additional documentation about WOZTELL and WhatsApp itself so that you can expand your knowledge.
Additional learning resources
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)
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.






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