How To Article

How to Create a WhatsApp Chatbot: 3 Use Cases (+Examples)

Benjamin Steve Richard
November 20, 2024

Struggling to keep up with an increasing number of WhatsApp conversations? You’re not alone. As your business expands, managing high volumes of chats can be overwhelming. In this blog, we’ll explore how a WhatsApp chatbot can transform the way you engage with customers.

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What is a WhatsApp Chatbot?

A WhatsApp chatbot, or WhatsApp bot, is an automated software designed to engage with customers on WhatsApp using either Artificial Intelligence (AI) or pre-programmed rules. It can help businesses handle large volumes of conversations, answer frequently asked questions, collecting information and qualifying leads without the help of a human agent.

Let's explore why businesses using WhatsApp need chatbots and how they can benefit from it.

Why Do Businesses Need a WhatsApp Chatbot?

Every conversation your business has is an opportunity for growth. As leads expect quick responses, meeting those expectations is crucial to keeping them engaged and preventing lost sales opportunities.

Imagine it’s the middle of the night, you're off the clock, but your business is still engaging with customers across the globe, regardless of time zones, holidays or business hours. That’s the beauty of having a WhatsApp auto reply chatbot in place. It’s like having a team that never stops, ensuring your leads and customers get timely responses, no matter when they reach out.

An image of icons showing the benefits of WhatsApp Chatbots, that is, be available all the time, automating chats and routing tasks, ensuring consistent quality and letting agents focus on high value conversations
Benefits of having a WhatsApp chatbot

Not only does this make your business accessible round-the-clock, but it also maintains the quality of conversations by using approved messaging in your business voice and tone.

By helping customers with routine queries, chatbots also free up your team, allowing agents to focus on more complex and high-value conversations that require a personal touch to help you reach your conversion goals faster.

Now that you understand the value chatbots bring to businesses, let’s look at some businesses that have benefitted from chatbot automation.

How Various Industries Benefit from WhatsApp Chatbots

To see how different industries use WhatsApp chatbots to streamline operations, enhance customer engagement, and boost growth, let’s take a closer look at how they’ve integrated chatbots into their processes.

  • Education: CUHK uses chatbots to respond to inquiries quickly, collect student information and handle event sign-ups, making communication more efficient.
  • Retail: In the same way H&H Skincare increased repeat business by up to 60%, chatbots can improve business results by providing immediate responses to retail queries, helping customers book appointments and performing other tailored automated interactions.
  • Cosmetology: Bella Piel uses chatbots to provide 24/7 customer service, offer personalized product recommendations and deliver WhatsApp marketing messages when relevant to enhance the overall customer experience and boost sales.
An image of industries benefitting from WhatsApp Chatbots
Industries benefiting from chatbots

Now that you know the benefits of incorporating a WhatsApp chatbot into your business processes, here’s what you need to build one.

2 Requirements for Building a WhatsApp Chatbot

To build a WhatsApp chatbot, you need a WhatsApp API account and messaging software like respond.io, as the API lacks a front-end for managing messages — unlike the WhatsApp Business App.

An image describing the pre-requisites for using WhatsApp Chatbots: WhatsApp API account and messaging software
WhatsApp chatbot pre-requisites

Once you can access both, create a WhatsApp chatbot using respond.io.

How to Create a WhatsApp Chatbot for 3 Different Use Cases

A handy shortcut to creating a WhatsApp chatbot is by using one of respond.io’s ready-made Workflow templates. These templates save time and effort as they are pre-tested and ready to work seamlessly.

1. WhatsApp Chatbot for Seamless Appointment Scheduling

Respond.io’s Click to Chat Ads: Appointment Scheduling workflow template lets you automate appointment scheduling, so leads can independently book appointments with you. When they click on your business’ ad, they are instantly connected to a booking system such as Calendly, where they can instantly select a convenient time slot.

An image showing how to automatically send appointment scheduling links to customers
Setting up a WhatsApp chatbot to allow appointment booking

This automation provides a seamless experience for your leads but while freeing up your agents to focus on higher-value tasks by eliminating the back-and-forth of manual scheduling. Additionally, you can sync contacts who book an appointment by integrating with a WhatsApp CRM.

2. WhatsApp Chatbots for Answering Customer FAQs

A common and valuable use case for chatbot is handling common inquiries. A WhatsApp chatbot for this can be set up in two ways: Menu-based or AI-based.

A menu-based chatbot works well for simple processes or if you want to bring customers through a specific pre-defined path. The Simple Chat Menu template helps businesses greet leads with a welcome message and a menu of their products/services. Leads can select the desired product or service instantly and be taken through a relevant workflow.

A gif showing the steps to create a simple chat menu from respond.io's Workflows automation builder template
Respond.io’s simple chat menu automation template

For more complex conversations, an AI-based chatbot is the best choice due to its ability to leverage a knowledge base, learn from past interactions, and adapt to diverse queries. The Assignment: AI Agent template uses respond.io’s AI Agent to handle the conversations, providing detailed human-like answers. If needed, the bot can smoothly hand the conversation over to a human agent as well.

A gif showing how to set up Respond.io's AI Agent to answer customer questions
Respond.io’s AI Agent can also be used to answer customer inquiries

Both approaches cater to different business needs, and you can even combine them to provide a comprehensive customer service experience.

3. WhatsApp Chatbots for Lead Qualification and Chat Assignment

Not every lead is high-value, so it’s essential to qualify them efficiently to ensure that high-value customers get the attention they need while agents avoid wasting time on unqualified leads.

A gif showing how to use WhatsApp chatbot on respond.io to qualify leads before assigning them to agents
WhatsApp chatbot to qualify leads before assigning them to agents

There are several ways to qualify leads depending on your business needs. For instance, the Click-to-Chat Ads: Share Product Info + Route to Sales template shares key product information, like composition and price, before asking the lead if it is interested in purchasing the product.

Interested leads can speak to an agent to complete the purchase, while uninterested leads can simply drop off—ensuring your sales team only engages with qualified leads.

Best Practices for Optimizing Your WhatsApp Chatbots

Regularly monitoring your chatbot’s performance through user feedback and analytics is key to spot areas for improvement. Enhancing the bot, updating it’s knowledge sources and adding fallback responses for unrecognized queries ensures a smoother experience for leads.

An image showcasing the best practices to optimize WhatsApp Chatbots
Best practices for WhatsApp chatbots

A seamless handoff to human agents helps resolve issues effectively, leaving no customer frustrated. Frequent testing further ensures your chatbot remains efficient and adaptable to evolving customer needs.

Ready to Create a WhatsApp Chatbot?

With WhatsApp's broad reach and user-friendly interface, implementing a WhatsApp chatbot for your WhatsApp Business Platform API is a smart move toward better customer communication and growth. Following the steps outlined in this article, you can create a highly effective chatbot tailored to your business needs.

Are you ready to try out a WhatsApp chatbot for your business? Sign-up for respond.io for a free trial and create a WhatsApp chatbot!

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Further Reading

Want to learn more about WhatsApp and automation on respond.io? Check out these articles:

Benjamin Steve Richard
Content Writer
Benjamin Steve Richard joined respond.io as a Content Writer in 2023. Holding a Bachelor of Laws degree from the University of London, Benjamin provides invaluable resources on messaging apps for businesses to help them leverage customer conversations successfully.
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