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›Basic WhatsApp Chatbot Setup

Get Started

  • Build your First Chatbot

Basic Facebook Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes
  • 2.1: Production Channel
  • 3.1: Draft a Post
  • 3.2: Create Comment Reply

Basic Instagram Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create Global Node
  • 1.5: Build Child Nodes
  • 2.1: Create Story Mention
  • 2.2: Create Comment Reply
  • 2.3: Send Push Message

Basic Web Chat Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes

Basic WhatsApp Chatbot Setup

  • Overview
  • 1.1: WABA Subscription
  • 1.2: Connect WABA
  • 1.3: Check Approval Status of WABA
  • 1.4: Setup WABA with Used WhatsApp Number
  • 1.5: Reset / Terminate WABA
  • 2.1: Create New Tree
  • 2.2: Build the First Node
  • 2.3: Create a Global Node
  • 2.4: Build Child Nodes
  • 2.5: Connect to Datasource
  • 3.1: Create Priority Group
  • 4.1: Create Product Message

Common Use Case Application

  • Overview
  • 1.1: Apply Fail-Safe to Chatbot
  • 1.2: Apply Member Unsubscription Flow to Chatbot

Advanced Chatbot Application

  • Overview
  • Apply Datasource to Chatbot
  • Apply Payload Value to Chatbot
  • Apply API to Chatbot
  • Apply Custom Locale to Chatbot
  • Apply Opt-in Flow to Chatbot
  • Apply Agenda to Chatbot
  • Apply Stella API to Chatbot
  • Apply Web Event to Webchat Chatbot

Error Handling

  • Handle Errors for Chatbot

Stella Partner Portal Setup

  • Overview
  • 1.1: Partner Portal Setup
  • 1.2: New Customer Onboarding
  • 1.3: WABA Setup
  • 1.4: Check Approval Status of WABA
  • 1.5: Setup WABA with Used WhatsApp Number
  • 1.6: Reset / Terminate WABA

Template Tree

  • Overview
  • Create Template Tree
  • Manage Proxy Tree

Chatbot Testing & Deployment

  • Overview
  • Stage One - Tree Building
  • Stage Two - Testing Stage
  • Stage Three - Production Deployment

Slack Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Live Chat Assignment
  • 2.1: Set Up Pick Ticket Status
  • 2.2: Create Done Command
  • 2.3: Create Transfer Command
  • 2.4: Create Archive Function
  • 2.5: Create Member Tagging/Remarks Command
  • 3.1: Automatic End Live Chat Function

Zendesk Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Assignment
  • 2.1: Create Done Command
  • 2.2: Auto End Live Chat Function

FAQ Chatbot Setup

  • Overview
  • 1.1: Exact Keyword Match
  • 1.2: Keyword Groups Match & Diversion
  • 2.1: Redirect to Existing Chatbot Tree
  • 2.2: Data Analytics for FAQ Chatbot
  • 2.3: NLP for FAQ Chatbot
  • 3.1: Filtering Questions for FAQ Chatbot

NLP Chatbot Setup

  • Overview
  • 1.1: Apply NLP to your Chatbot
  • 2.1: Set Up an NLP Fallback Tree
  • 3.1: NLP Fallback to Other Languages

Connect Shopify Store to Stella

  • Overview
  • 1.1: Integrate Stella to Shopify
  • 2.1: Setup Facebook Messenger Chatbot for Shopify
  • 2.2: Setup WhatsApp Chatbot for Shopify
  • 2.3: WhatsApp Customer Care Notification for Shopify

Stella Inbox Setup

  • Overview
  • 1.1: Connect Channel to Slack
  • 1.2: Access Control & Admin Panel
  • 1.3: Set up Customizable Message
  • 1.4: Inbox Channel
  • 2.1: Turn on Live Chat Directly
  • 2.2: End Live Chat Mode
  • 2.3: Ticketing
  • 2.4: Manage Ticket Helper
  • 2.5: Add Member Tag
  • 3.1: Send Chatbot Message

Create Product Message

Please note that WhatsApp Product Message is only available in Core Version v2.6 or above.

WhatsApp Product Message allos businesses to showcase their products and services in WhatsApp.

Product Messages include two types:

  • Multi-Product Message: Message containing a selection of up to 30 products from the inventory.
  • Single Product Message: Message containing one product from the inventory. The product is displayed as a Product Detail Page.

By uploading the inventory to the business's Facebook Commerce Manager and connecting it to WABA, customers can start a conversation with the business, then browse the items and add them to a shopping cart without even leaving the chat.


What is your result?

Single Product Message

Multi-Product Message

Add Item to Cart

Cart is Sent

Upload Inventory to Commerce Manager

Before setting up the chatbot, the first step is to prepare a catalog in your Facebook Commerce Manager.

  1. In your Facebook Business Manager account, head to Commerce Manager under All Tools.
  1. Select Create a Catalog and then Get Started.
  1. Select a catalog type for your business.
  1. You can choose uploading the product info manually. After that, choose the catalog owner and name the catalog.

Besides, you can also connect to a partner platform in order to sync the products to your catalog.

  1. You can view the catalog when it is created.
  1. In the catalog, head to Items, and select Add Items to start uploading the products. You can choose from different method.
  1. You can manually upload the product to the catalog.
  1. For each product, remember to enter a Content ID for future use in the product message. This ID can be customized.
  1. Upon the completion of uploading products, you can view them in Items.

Connect Catalog to WABA

  1. Head back to WhatsApp Account in your Business Manager account, choose the WABA account and select WhatsApp Manager.
  1. Head to the Catelog page by clicking the shopping cart icon on the left.
  1. Select Choose a Catalog.
  1. Select the catalog you have created from the dropdown list. You can only choose from the catalog created in the same Business Manager account.
  1. The catalog is now connected to your WABA account.

Sample Tree Structure

Multi-Product Message

In this section, you will learn how to build an sample tree for the Product Message in WhatsApp.

  1. First, create a new tree for the conversation flow for product message.

  2. Create a tree node for the greeting message.

  1. Create a response.
  1. In this example, we will use WhatsApp Reply Buttons. Fill in the text content for the greeting message.
  1. Fill in the title of the button and assign a payload for each of them. Click "Save" to continue.
  1. Create a new global node, it will act as an entry point to the flow.
  1. Create a trigger for the entry point. In this example, let's use "hi" as a keyword to trigger the chatbot.
  1. Toggle on redirect, and redirect to the "Greetings" node that you have created.

Create a Tree Node - Multi-Product

  1. Create a another tree node. This is for displaying the Multi-Product Message.
  1. Create a new trigger.
  1. In order to map to the button in the greeting message, we need to use Payload as the trigger. Please make the sure the self-defined payload mataches with what you have assigned to the button. Click "Save" to continue.
  1. Then, head to Response, create a new response. Then, select Advanced, and enter the following code into the Response Object. This response can let you showcase multiple products by collections.

    Please note that catalogID is the Catalog ID that can be found in your Commerce Manager and productIds is the Content ID of a product.

Your Multi-Product Message can only contain a selection of up to 30 products from the inventory.

{
  "type": "WHATSAPP_PRODUCT_LIST",
  "header": {
    "type": "text",
    "text": "Fall Collection"
  },
  "body": {
    "text": "Click view items to see our Fall Collection"
  },
  "action": {
    "catalogId": "4928452840550143",
    "sections": [
      {
        "title": "Urban Essentials",
        "productIds": [
          "01-Pack",
          "02-Bag"
        ]
      },
      {
        "title": "Hiking Essentials",
        "productIds": [
          "03-Pack"
        ]
      }
    ]
  }
}

Single Product Message

Create a Tree Node - Single Product

  1. Create another tree node for handling the Single Product Message.
  1. Create a new trigger.
  1. In order to map to the button in the greeting message, we need to use Payload as the trigger. Please make the sure the self-defined payload mataches with what you have assigned to the button. Click "Save" to continue.
  1. Then, head to Response, create a new response. Then, select Advanced, and enter the following code into the Response Object. This response can let you display one product with a detailed product page.

    Please note that catalogID is the Catalog ID that can be found in your Commerce Manager and productIds is the Content ID of a product.

{
  "type": "WHATSAPP_PRODUCT",
  "body": {
    "text": "Check out our Bag of the Day"
  },
  "action": {
    "catalogId": "4928452840550143",
    "productId": "03-Pack"
  }
}

Sent Cart Message

Create a Tree Node - Sent Cart

  1. Create a new tree node. It is for sending the confirmation message after cart is sent.
  1. Create a new response.
  1. Select Advanced, and enter the following code into Transform. You can customize the text message.
return new Promise((resolve) => {
  console.log("this.messageEvent.data.orders", this.messageEvent.data.orders)
  const orders = this.messageEvent.data.orders || []
  resolve({
    type: "TEXT",
    text: `You have selected ${this.lodash.join(this.lodash.map(orders, "productId"), ",")}`
  })
})

Create a Global Node - Sent Cart

  1. Now, create a new global node for triggering the sent cart message.
  1. In trigger, create a new condition to receive ORDER event.
this.messageEvent.type === "ORDER"
  1. Create a new trigger, select Advanced and add the condition you have just created. Click "Save" when you finish.
  1. Toggle on Redirect and redirect to the sent cart tree node.

Order Message Event

When a customer places an order after receiving a product message, the businesses will receive an message event for the order in the below format:

{
  "type": "ORDER",
  "data": {
    "text": "message in send to cart",
    "catalogId": "fb catalog id",
    "orders": [
       "productId": "01-McDonald (fb catalog item id)",
       "quantity": 100,
       "currency": "USD",
       "price": 100
    ]
  }
}

Add Tree to Channel

  1. Head to Channels, click "Edit" to enter the WhatsApp channel.
  1. Select Trees, and click "+ New Tree".
  1. Select the relevant tree from the dropdown list and select all the global nodes. Remember to click "Save" to save the tree settings.
  1. Now let's see if you can get the expected result!
← 3.1: Create Priority GroupOverview →
  • What is your result?
  • Upload Inventory to Commerce Manager
  • Connect Catalog to WABA
  • Sample Tree Structure
  • Multi-Product Message
    • Create a Tree Node - Multi-Product
  • Single Product Message
    • Create a Tree Node - Single Product
  • Sent Cart Message
    • Create a Tree Node - Sent Cart
    • Create a Global Node - Sent Cart
  • Order Message Event
  • Add Tree to Channel
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