What You Need Before Starting
Step-by-Step Setup Guide
Follow these instructions to implement this workflow in your WABlast workspace.
Open the Visual Flow Builder
Navigate to Flows → New Flow. Give your flow a title (e.g. "Customer Support & Lead Menu").
Define Inbound Keyword Triggers
Set trigger conditions: Any incoming message, or exact keywords like "Hi", "Menu", "Pricing", "Order", or "Help".
Add Interactive Buttons & List Menus
Drag question nodes onto the canvas. Add up to 3 interactive reply buttons (e.g. "Services", "Pricing", "Contact Human") or list sections with up to 10 options.
Attach Actions & Tagging
When a user clicks a button, automatically apply a tag (e.g. "High Intent"), update their CRM deal stage, or assign them to a specific department.
Activate and Test Live on WhatsApp
Click Activate. Send a test message from your personal phone to your business number to experience the interactive bot flow in real-time.
Frequently Asked Questions for this Use Case
Can the bot transfer to a live human agent?
Yes! You can add a "Transfer to Human" node that stops the bot and pings your sales team in the Shared Inbox.
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