WhatsApp chatbot

How To Create A WhatsApp Chatbot in 8 Steps [Free & No-Code]

Have you ever found yourself struggling to keep up with customer inquiries? Picture this: you’re running a successful online store, and every day, hundreds of messages flood your inbox. Customers ask about product availability, shipping times, and return policies, all expecting swift responses. According to recent statistics, WhatsApp users send over 100 billion messages daily. How can a small business possibly keep up?

This is where WhatsApp chatbots come into play. In this article, we will explore what a WhatsApp chatbot is, the benefits it brings to your business, how to create one, and answer some frequently asked questions.

Read More: 10 Best Custom AI Chatbots for Business Websites

What is a WhatsApp Chatbot?

A WhatsApp chatbot is an automated software designed to interact with customers on WhatsApp without the need for human intervention. It leverages artificial intelligence (AI) and natural language processing (NLP) to provide quick and accurate responses, simulating human-like conversations. This tool can handle a variety of customer queries in real time, enhancing the overall client experience and significantly reducing the workload for human agents.

By automating responses, a WhatsApp chatbot ensures customers receive timely assistance. For instance, when a customer inquires about product availability, the chatbot can instantly check inventory and provide an answer. This level of efficiency is crucial for maintaining customer satisfaction and engagement.

WhatsApp chatbots also allow businesses to maintain a constant presence, offering support around the clock. This is particularly beneficial for global businesses dealing with customers in different time zones, ensuring no query goes unanswered.

Furthermore, integrating a WhatsApp chatbot can streamline operations by handling repetitive tasks, allowing human agents to focus on more complex customer issues. This not only improves productivity but also boosts employee satisfaction by reducing mundane workloads.

Benefits of Using WhatsApp Chatbots

Improved Customer Experience

Using a WhatsApp chatbot can drastically improve customer experience. Customers appreciate quick responses, and chatbots can provide instant answers to common queries, such as order status or product details. This immediate assistance helps maintain a smooth and seamless communication flow.

  • 24/7 Availability: Chatbots ensure your business is always reachable, providing support at any time of the day.
  • Personalized Interactions: With AI, chatbots can offer personalized responses based on previous interactions and customer data.
  • Consistency: Chatbots provide consistent and accurate information, reducing the chances of human error.

Increased Customer Engagement

Engaging customers throughout their journey is essential for business growth. WhatsApp chatbots can guide users through various stages of their buying process, from initial inquiries to final purchase decisions.

  • Interactive Conversations: Chatbots can engage customers with interactive and meaningful conversations.
  • Timely Updates: Send customers updates about their orders, promotions, and new products.
  • Proactive Support: Address potential issues before they escalate by monitoring customer interactions and responding proactively.

Enhanced Brand Trust and Loyalty

Building trust and loyalty is crucial for any business. WhatsApp chatbots contribute to this by providing reliable and secure communication channels.

  • Preferred Communication Platform: Many customers prefer using WhatsApp for its convenience and familiarity.
  • Secure Conversations: WhatsApp ensures end-to-end encryption, protecting customer data and fostering trust.
  • Customer Satisfaction: By offering quick and efficient support, chatbots enhance overall customer satisfaction, leading to increased loyalty.

WhatsApp Chatbot Solutions

WhatsApp Business App vs. WhatsApp Business Platform

When considering a WhatsApp chatbot, businesses have two main options: the WhatsApp Business App and the WhatsApp Business Platform. Each offers unique features tailored to different business needs.

  • WhatsApp Business App: Suitable for small businesses needing basic automation, like away messages and quick replies.
  • WhatsApp Business Platform: Ideal for larger businesses requiring advanced features, customization, and integration capabilities.

Direct Development vs. Integration with a Provider Businesses can choose to develop their own chatbots or integrate with a provider.

  • Direct Development: Requires technical expertise and resources to build and maintain the chatbot.
  • Integration with a Provider: Providers like Tidio offer comprehensive solutions, including infrastructure, API access, and additional features such as analytics and reporting.

How to Create a WhatsApp Chatbot

1. Check WhatsApp Commerce Policy

Before diving into creating a WhatsApp chatbot, it’s crucial to ensure that your business complies with WhatsApp’s commerce policy. This step involves understanding and adhering to regulations regarding data privacy and customer communication.

  • Data Privacy: WhatsApp requires businesses to handle customer data responsibly. This includes obtaining consent before collecting any personal information and ensuring that all data is stored securely.
  • Message Compliance: You need to comply with WhatsApp’s guidelines on the types of messages that can be sent. Only transactional notifications and messages that adhere to approved templates are allowed.
  • Opt-in Requirement: Customers must opt-in to receive messages from your business. This consent must be explicit, ensuring customers are aware they will be receiving communications from you.
  • 24-Hour Window: If a customer initiates a conversation, your business has a 24-hour window to continue the interaction without requiring further opt-in.

By adhering to these policies, you can ensure a smooth and compliant implementation of your WhatsApp chatbot.

2. Set Up an Account

Choosing the right WhatsApp Business Solution Provider is the next crucial step. Providers like Tidio offer comprehensive support and seamless integration.

  • Provider Selection: Evaluate different providers based on their features, ease of use, and support services. Look for providers that offer robust chatbot building tools and integration capabilities.
  • Account Creation: Once you’ve selected a provider, set up your account. This typically involves providing basic information about your business and agreeing to the provider’s terms of service.
  • Initial Setup: Follow the provider’s setup instructions to configure your account. Most providers offer guided tutorials to help you through the process.

Setting up an account with a reliable provider ensures that you have access to the necessary tools and support for building your WhatsApp chatbot.

3. Connect Facebook Account

Integrating your Facebook account is essential as WhatsApp is part of the Facebook family of apps.

  • Facebook Business Manager: You need access to Facebook Business Manager to manage your WhatsApp Business API. This platform allows you to handle your business’s presence across Facebook and WhatsApp.
  • Account Linking: Log into your Facebook account and connect it to your WhatsApp Business account through the provider’s interface. This process usually involves verifying your business details and authorizing the connection.
  • Permissions: Ensure that you grant all necessary permissions for the integration. This may include access to your business page, ad account, and other relevant assets.

Connecting your Facebook account enables you to manage your WhatsApp chatbot effectively and take advantage of Facebook’s powerful business tools.

4. Add Business Info

Providing accurate business information is a critical step in setting up your WhatsApp chatbot.

  • Business Details: Enter your business name, address, and contact information. Make sure all details are accurate and up-to-date.
  • Phone Number: Add the phone number that will be associated with your WhatsApp Business account. This number will be used for customer interactions and should be dedicated to your business.
  • Verification: Depending on the provider, you may need to verify your phone number through a code sent via SMS or a call. This step ensures that your business is legitimate and prevents misuse.

Accurate business information ensures that customers can easily identify and trust your communications.

5. Design Chatbot Flow

Creating an effective chatbot flow is crucial for delivering a seamless customer experience.

  • Chatbot Builder: Use a chatbot builder tool provided by your solution provider. These tools often feature drag-and-drop interfaces that simplify the creation process.
  • Define Triggers: Identify triggers that will start interactions. Triggers can be specific keywords, customer actions, or events such as a new customer message.
  • Create Actions: Define the actions your chatbot will take in response to triggers. Actions might include sending a message, providing information, or directing customers to a human agent.
  • Set Conditions: Establish conditions that guide the flow of the conversation. Conditions help the chatbot make decisions based on customer responses and other factors.

Designing a well-thought-out chatbot flow ensures that your customers have a smooth and efficient interaction with your business.

6. Add Integrations

Enhancing your chatbot’s functionality with integrations can streamline your operations and improve customer service.

  • Integration Options: Identify the tools your business uses regularly, such as CRM systems, email marketing platforms, and social media accounts.
  • Connecting Tools: Use the integration options provided by your chatbot solution to connect these tools. Common integrations include Zapier, Mailchimp, Instagram, and Facebook Messenger.
  • Functionality: Ensure that each integration is set up to enhance your chatbot’s capabilities. For example, integrating with a CRM system can help personalize customer interactions by providing your chatbot with access to customer data.

Integrating your chatbot with other business tools allows for a more cohesive and efficient operation.

7. Apply for Official Status (Optional)

Gaining official status can add credibility and trustworthiness to your business profile.

  • Verified Business Account: Applying for a verified business account can give your WhatsApp profile a green checkmark, indicating authenticity.
  • Criteria: To qualify, you need to meet specific criteria such as being a registered business, having a notable presence on Facebook, and ensuring compliance with all WhatsApp policies.
  • Application Process: Follow the steps provided by WhatsApp to apply for official status. This may involve submitting documentation and verifying your business information.

Having a verified business account can enhance your business’s reputation and customer trust.

8. Launch and Monitor

The final step is to launch your WhatsApp chatbot and monitor its performance.

  • Deployment: Once your chatbot is fully configured, deploy it on your WhatsApp Business account. Ensure that all functionalities are working as expected.
  • Monitoring: Use analytics tools provided by your solution provider to monitor the chatbot’s performance. Track metrics such as response time, customer satisfaction, and engagement rates.
  • Continuous Improvement: Regularly review the analytics and gather feedback to identify areas for improvement. Update your chatbot’s flow and functionalities as needed to enhance performance.

Launching and monitoring your WhatsApp chatbot ensures that it continues to meet your business goals and provide excellent customer service.


Integrating a WhatsApp chatbot into your business can significantly enhance customer communication, engagement, and satisfaction. With the growing popularity of WhatsApp, offering a familiar and convenient communication channel is crucial. By following the steps outlined in this guide and leveraging tools like Tidio, you can create an effective WhatsApp chatbot that meets your business needs and improves customer interactions.

Scroll to Top