--- url: https://docs.corbitaltech.dev/products/whatsbot/message-bot.md description: >- Create keyword-triggered Message Bots in WhatsBot for Perfex CRM. Configure trigger keywords, fallback responses, multimedia replies, and active hours for 24/7 automated WhatsApp customer engagement. --- # Message Bot \[\[toc]] A message bot is an automated software program designed to interact with users through messaging platforms. These bots can handle tasks such as **answering frequently asked questions, providing product information, and sending notifications, making customer service more efficient**. They operate 24/7, offering instant and consistent responses, which enhances user experience and satisfaction. By automating routine interactions, message bots save time and resources, allowing businesses to focus on more complex tasks. ![message-bot-menu](./images/message-bot/messagebot_sidebar.png) ## Create Message Bot ![log-details](./images/message-bot/new-MessageBot.png) 1. **Bot Name** * **Field**: `Bot Name` * **Description**: Enter the name for your bot. * **Example**: `Message bot` 2. **Relation Type** * **Field**: `Relation Type` * **Description**: Select the type of relationship the bot will have. * **Example**: `Leads` 3. **Reply Text** * **Field**: `Reply text (Maximum allowed characters should be 1024)` * **Description**: Enter the text message that the bot will reply with. The maximum length is 1024 characters. * **Example**: `"Hello! 👋 Welcome to CTL Group College. How can I assist you today? Please choose an option: 1.Admission Enquiry 2.Course Information 3.Schedule a Campus Visit.` 4. **Reply Type** * **Field**: `Reply type` * **Description**: Select the type of reply the bot should give. Options include "Reply bot: On exact match" which triggers a response when the exact trigger text is received. * **Example**: `Reply bot: when message contains` 5. **Trigger** * **Field**: `Trigger` * **Description**: Enter the trigger text that will activate the bot's reply. * **Example**: `help` 6. **Header** * **Field**: `Header` * **Description**: Enter a header text if needed. This can be an additional message or title. * **Example**: `CTL group of college` 7. **Footer** * **Field**: `Footer` * **Description**: Enter a footer text if needed. This can be additional information or a signature. * **Example**: `Thank you, Team CTL` ### Option 1: Personal AI assistent In this field, the available AI assistants (document or PDF files) are visible in a dropdown. Based on this selection, the response to the triggered message is provided. ### Option 2: Bot with Reply Buttons 1. **Button1, Button2, Button3** * **Field**: `Button1`, `Button2`, `Button3` * **Description**: Enter the text that will appear on each button. * **Example**: `Admission Enquiry`, `Courses Information`, `Schedule a visit` 2. **Button1 ID, Button2 ID, Button3 ID** * **Field**: `Button_1`, `Button_2`, `Button_3` * **Description**: Enter the ID for each button to identify them uniquely. * **Example**: `enquiry`, `course_information`, `campus_visit` ### Option 3: Bot with button link - Call to Action (CTA) URL 1. **Button name** * **Description**: Name of the button. 2. **Button Link** * **Description**: Link to the button. ### Option 4: Bot with File 1. **Image** * **Field**: `Choose File` * **Description**: Upload an image file that the bot can send. Allowed file types are .jpg, .jpeg, and .png. * **Example**: Click the `Choose File` button and select an image file from your computer. 2. **Documentation** * **Field**: `Choose File` * **Description**: Upload an document file that the bot can send. Allowed file types are pdf, .doc, .docx, .txt, .xls, .xlsx, .ppt, .pptx and max size 100 mb. * **Example**: Click the `Choose File` button and select an document file from your computer 3. **Video** * **Field**: `Choose File` * **Description**: Upload an Video file that the bot can send. Allowed file types are mp4, .3gp and max size 16 MB. * **Example**: Click the `Choose File` button and select an video file from your computer. :::warning Note video file type extention must be allow in perfex settings ::: **Save** * **Button**: `Save` * **Description**: After filling out all the necessary fields, click the `Save` button to create and save your message bot. ### Option 5: Bot With Options * This bot setup can be used in any industry where users need to make a selection and receive relevant information. ![option-5](./images/message-bot/messagebot-option-5.png) 1. **Section** * **Field:** `Products` * **Description:** Provide a section name that will be displayed as the title of the list in the template. 2. **Text** * **Field:** `Whatsbot` * **Description:** Provide the text name you want to display in the template list. 3. **Sub Text** * **Field:** `Perfex CRM` * **Description:** Provide subtext if you want to give sub description 4. **Submit Button Label** * **Field:** `Products` * **Description:** Provide button label you want to display list. ### How Bot with option looks in Whatsapp ![flow](./images/message-bot/temp-flow.png) ![flow](./images/message-bot/temp-flow-2.png) * You can view the list of products and choose specific product to send it. ### Option 6: Send Catelog * Using this setup, the bot responds with a catalog link whenever a predefined keyword is received from a customer or lead. ### Option 7: Localtion Request * This bot setup allows you to send a location request message when a customer or lead sends a specific trigger keyword. Upon receiving the keyword, the bot automatically prompts the user to share their location. ### Option 8: Contact card * This feature enables the bot to share a contact card with the user based on a trigger keyword. ![contact-card](./images/message-bot/messagebot_contact_card.png) ### List Message bot ![log-details](./images/message-bot/messagebot_sidebar.png) ### Preview (finally it will looks like this) ![log-details](./images/message-bot/whatsapp-demo.png)