WhatsApp Chatbot & Automation Setup

Chatbot & Automation Workflow
• Design and deploy chatbot with:
o Welcome messages
o Menu-driven interaction (e.g., “Press 1 for Sales, 2 for Support”)
o Smart replies based on keywords or inputs
• Auto-response for:
o Working hours and off-hours
o FAQs and repetitive queries
o Lead qualification or booking flow
• Custom flow creation for:
o Lead generation
o Order tracking
o Appointment scheduling
o Support ticket creation
________________________________________
Broadcasting & Campaign Management
• Upload & segment user contact lists (with opt-ins)
• Design and send broadcast campaigns using approved message templates
• Schedule messages (e.g., new offers, follow-ups, abandoned carts)
• Add dynamic content (user name, product, etc.) in broadcast messages
________________________________________
CRM & Website Integration
• Integration with:
o CRM platforms (hellogtx)
o Website forms or chat widgets
• Auto-tagging and custom fields in CRM from WhatsApp responses
________________________________________
Message Template Creation & Management
• Draft and submit HSM (highly structured messages) for approval
• Categorize templates (alerts, reminders, promotions, support)
• Ensure multilingual support (if needed)
________________________________________
Analytics & Reporting Dashboard
• Real-time metrics on:
o Message delivery
o Open/read rates
o User replies
o Click-through rate (CTR)
• Exportable reports weekly/monthly
________________________________________
Compliance & Opt-in Management
• Setup GDPR/WhatsApp policy-compliant opt-in method
o Web form checkbox
o WhatsApp opt-in links or QR codes
• Maintain double opt-in records
• Add unsubscribe functionality if promotional messages are sent
________________________________________
Training & Documentation
• Provide user manual or video tutorials
• Train 1–2 staff members on:
o Dashboard usage
o Managing broadcasts
o Responding to leads
• Provide ongoing support for 1 month after handover
________________________________________
Maintenance & Support (Optional)
• Troubleshooting bot errors
• Template updates or reapproval
• Monthly bot flow or broadcast refreshes
________________________________________ Deliverables:
• Live WhatsApp Automation Dashboard
• At least 5 chatbot flows & 5 approved templates
• CRM/website integration
• User training & documentation
• Setting Automated sales funnel .