---
url: https://docs.corbitaltech.dev/products/whatsmark/message-bot.md
---

# Message Bot

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.

![msg-bot](./images/message-bot/msg-bot.png)

## Create Message Bot

![msg-bot](./images/message-bot/bot.png)

#### 1. Bot Name

* **Field**: Bot Name
* **Description:** Enter the name for your bot.
* **Example:** `bot 1`

#### 2. Relation Type

* **Field:** Relation Type
* **Description:** Select the type of relationship the bot will have.
* **Example:** `Customer`
* Remember that if you select **Customer** in the relation type, your contact must be created first, and you need to send the trigger word from that phone number via WhatsApp.
* If you want to send a message to the bot as a lead, choose the **Lead** option and send the trigger word from the lead's phone number via WhatsApp.

#### 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 @{site_name}. How can I assist you today? Please choose an option: 1.Admission Enquiry 2.Course Information 3.Schedule a Campus Visit.`
* You can set merge fields by pressing the **@** sign.

#### 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: On Exact Match`

  * **On Exact Match** – The bot will reply only if the user’s message is exactly the same as the saved keyword.
  * **When Message Contains** – The bot will reply if the message includes certain words, even if it's not an exact match.
  * **When Lead or Client Sends First Message** – The bot will reply when a new person starts a chat.
  * **Default Reply** – If no specific keyword is matched, the bot will send this default response.

#### 5. Trigger Keyword

* **Field:** Trigger
* **Description:** Enter the trigger text that will activate the bot's reply.
* **Example:** `hello`

#### 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.`

## Reply Buttons

#### Option 1: Bot with replay Buttons

* **Field:** `Button1, Button2, Button3`

* **Description:** Enter the text that will appear on each button.

* **Example:** `Admission Enquiry, Courses Information, Schedule a campus visit`

* **Field:** `Button1 ID, Button2 ID, Button3 ID`

* **Description:** Enter the ID for each button to identify them uniquely.

* **Example:** `enquiry, course_information, campus_visit`

## CTA URL

![msg-bot](./images/message-bot/cta-url.png)

#### Option 2: Bot with button link - Call to Action (CTA) URL

* **Button name:** Name of the button.(e.g `testing`)

* **Button Link:** Link to the button.(`https://whatsmark.cijagani.in/admin/campaigns/campaign`)

## Files

![msg-bot](./images/message-bot/bot-file.png)

#### 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.
* After creating a bot click on **Add** button to save the bot.

:::tip **NOTE**
There are specific extensions and size limits for uploading images, documents, and videos according to the information provided in link you can see the information in **supported media types** section https://developers.facebook.com/docs/whatsapp/cloud-api/reference/media/
:::

:::warning **NOTE**
In the Message Bot, only the **first available option among Reply Buttons, CTA URL, and Files will be displayed**.

* For example: - If all three options **(Reply Buttons, CTA URL, and Files)** contain details, only the first one (whichever appears first) will be shown. - If Reply Buttons and Files are empty but CTA URL has details, then only the CTA URL will be displayed.
  :::

## List Message Bot

![msg-bot](./images/message-bot/bot-list.png)

## Preview (finally it will looks like this)

![msg-bot](./images/message-bot/msg-bot-preview.png)

* First, you need to send a trigger word from your WhatsApp. After that, the message will be displayed in WhatsMark chat.
* After you send the trigger word, the AI will send you a message based on the trigger word. Then, you need to click the button and reply from your WhatsApp, which will be displayed in WhatsMark's chat.
* When a new person shows interest in your business by messaging your WhatsApp number, that person is initially considered a Lead. If the conversation continues and they begin doing business with you, you can then convert them into a Customer (Client).
  * **Leads** = Interested individuals who have not yet become customers.
  * **Customers** = People who are already doing business with you.
* Both are stored as Contacts in your CRM, but they differ by their relation type — either Lead or Customer.
* You can create different bots for each type:
  * Bots assigned to Leads will be triggered when a message is received from a Lead and the trigger word matches.
  * Similarly, bots for Customers are triggered by messages from customers that match the configured trigger words.