How to Create and Configure a WhatsApp Bot ?

1. Access the Bot Manager #

  • Go to the Bot Manager menu in the XpressBot dashboard.
  • Select the bot account you want to configure.
  • Click on Bot Reply to proceed.

2. Create a New Chatbot #

  • Click on the Create button under Bot Reply settings.
  • The Visual Flow Bot Builder canvas will appear.

3. Name Your Chatbot #

  • Locate the Start Bot Flow component.
  • Double-click on it to open the Configure Reference modal.
  • Enter a name in the Title field.
  • Optionally, choose a label and select a sequence.

4. Set a Keyword Trigger #

  • In the Configure Reference modal, enter a keyword to trigger the bot (e.g., “Hello,” “Hi,” “Start”).
  • If you select the Exact Keyword Match, the bot will only be triggered for this specific keywords
  • If you select the string match, the bot will be triggered for any string of words, phrases or sentences that contain that keyword e.g “Hello, I need help”.
    The keyword is Hello and the bot still gets triggered.
  • Click to save.

5. Configure a Response Message #

  • Drag a connection from the Next socket of the Start Bot Flow.
  • Drop it onto the canvas to reveal different component options.
  • Select the Interactive Component.
  • Double-click on it to open the Configure Text Message modal.
  • Fill in the Message Header, Message Body, and Message Footer (message body is mandatory).
  • Set a delay time if needed.
  • Click OK to save.

6. Add Interactive Buttons #

  • Drag a connector from the Interactive Component’s button socket onto the canvas.
  • An Inline Button Component will appear.
  • Double-click on it and enter a Button Text.
  • Select a Button Action for when the button is clicked (e.g.,Send a Message, Start a Flow, System Default Action Button etc.).
  • Click Save
  • Repeat the process to add more buttons.

7. Configure Final Message & Save the Bot #

  • Select the Text Component for the final message.
  • Double-click on it, configure the message, and click OK to save.
  • Click the Save button (top-right of the canvas) to save the entire bot setup.

8. Test Your WhatsApp Chatbot #

  • Open WhatsApp.
  • Type the Keyword you set and send it.
  • Observe the chatbot’s response to confirm it is functioning correctly.

9. Tips & Troubleshooting #

  • Keyword not triggering responses? Double-check if the keyword is correctly set in the Trigger Component.
  • Buttons not appearing? Ensure they are properly linked to an interactive component.
  • No final message? Check if the Text Component is added and saved.
  • Changes not saving? Always click the Save button before exiting the visual bot builder.

This guide ensures that new users can easily create a WhatsApp chatbot based on keyword replies using XpressBot. 🚀

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