Message Bot

• How to Create a Message Bot
  • Step 1: Bot Name
  • Step 2: Relation Type
  • Step 3: Reply Text
  • Step 4: Reply Type
  • Step 5: Trigger Keyword
  • Step 6: Header (Optional)
  • Step 7: Footer (Optional)
• Interactive Reply Options
  • Option 1: Reply Buttons
  • Option 2: Call to Action (CTA) URL
  • Option 3: Attach Image/File
• Manage Message Bots
• List Table Explanation
• How to Use This Preview
• Final Preview – How It Looks
• Understanding Leads vs. Customers

A message bot is an automated tool that communicates with users via messaging platforms. It is designed to:

• Answer frequently asked questions
• Provide product or service information
• Send real-time notifications
• Handle repetitive queries 24/7

How to Create a Message Bot

Follow these simple steps to create a bot in WhatsMark:

Step 1: Bot Name

• Field: Bot Name
• Purpose: Assign a name to your bot for easy identification.
• Example: bot 1

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Step 2: Relation Type

• Field: Relation Type
• Options: Customer or Lead
• Explanation:
  • Select Customer if the bot will interact with existing customers.
  • Choose Lead if the bot is for potential customers or prospects.

Important: The contact must already exist in WhatsMark. You need to send the trigger word from their WhatsApp number to initiate the bot.

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Step 3: Reply Text

• Field: Reply Text
• Max Characters: 1024
• Usage: This is the message the bot will send in response.
• Example: Hello! Welcome… How can I assist you today? Please choose an option:

1. Admission Enquiry
2. Course Information
3. Schedule a Campus Visit.

You can use @ to insert dynamic fields like the user’s name or your organization’s name.

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Step 4: Reply Type

• Field: Reply Type
• Options:
• Reply bot: On Exact Match
• When Message Contains
• When Lead or Client Sends First Message
• Default Reply

Reply Type	Description
On Exact Match	Bot replies only when the message exactly matches the trigger
Message Contains	Bot responds if the message includes the trigger word
First Message	Triggers reply when someone messages your number for the first time
Default Reply	Sent when no other trigger matches

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Step 5: Trigger Keyword

• Field: Trigger
• Purpose: Keyword that activates the bot's response.
• Example: hello

📲 Send this keyword from the user’s WhatsApp to start the bot conversation.

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Step 6: Header (Optional)

• Field: Header
• Usage: Displayed above the main reply text.
• Example: CTL Group of Colleges

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Step 7: Footer (Optional)

• Field: Footer
• Usage: Additional info or closing note.
• Example: Thank you.

Interactive Reply Options

Option 1: Reply Buttons

• Fields:
• Button1, Button2, Button3
• Button1 ID, Button2 ID, Button3 ID
• Usage: Add clickable buttons for easier responses.
• Example: Button Texts: Admission Enquiry, Courses Information, Schedule a campus visits Button IDs: enquiry, course information, campus visit

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Option 2: Call to Action (CTA) URL

• Fields:
• Button Name: Name shown on the button (e.g., View Details)
• Button Link: Destination URL (e.g., https://example.com/page)

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Option 3: Attach Image/File

• Field: Choose File
• Allowed Types: .jpg, .jpeg, .png
• Example: Click Choose File and upload an image from your computer.

📎 You can attach documents and videos as well. Check Supported Media Types for details on size and format limits.

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📝 NOTE

Only one of the following options will be shown in the bot's final message:

1. Reply Buttons
2. CTA URL
3. File Attachment

Whichever comes first in the form will be used.

Manage Message Bots

This section provides an overview of all created Message Bots in the system, helping you manage and monitor bot configurations efficiently.

Once created, you can see a list of all your bots:

List Table Explanation

The list contains the following columns:

Column Name	Description
SR. NO	Serial number for the bot (descending by creation time).
Name	The custom name you assigned to the message bot.
Type	Defines how the bot triggers – e.g., "On exact match" means exact keyword match.
Trigger Keyword	Words or phrases that will activate the bot’s response.
Relation Type	Indicates if the bot targets Leads or Customers.
Active	A toggle switch to enable or disable the bot.
Created At	Shows when the bot was created (e.g., "1 second ago", "2 days ago").

How to Use This Preview

• You can search bots using the search bar in the top-right.
• Sort columns by clicking the arrow icons beside headers.
• Use the filter or hide columns button to customize your view.
• Use the toggle under Active to quickly enable or disable a bot.

Final Preview – How It Looks

Understanding Leads vs. Customers

Type	Description
Leads	Potential customers who have shown interest
Customers	Existing clients who are actively doing business

• Both are stored in your CRM as Contacts
• Bots can be tailored to each type:
• Bots for Leads trigger from new inquiries.
• Bots for Customers trigger based on previous interactions.

More advanced setup or troubleshooting, refer to the official WhatsApp Cloud API Media Reference.