A Inno Valley Works Product
The WatBox package can help you to automate the response to your customer WhatsApp message.
You can use simple Flow to auto respond or we can integrate any AI bot that can respond to your customer’s messages.
Automate the WA Response - Platform
Auto Response in Flow :
Create a Record Trigger Flow With business entry conditions
Create a Formula with Text Data type
Choose Action → Apex Action → Auto Response Flow Handler
Click Done
To Send Normal Text Message :
Create a new Resource With Type as Formula and Data type as Text
Construct the formula.
(NOTE : Parameters must be separated by Semicolon)
Examples for formula construction :
“SendMessage;”+ {!Get_Related_Custom_Meta_Data .WA_CustomObject__Display_Number__c} +”;”+”Reply Message;” +{!$Record.WA_CustomObject__Contact__c}
SendMessage – To send Normal Text Messages
Display Number – Business Number
Customised Message – Your Customised Message
Record Id – Corresponding record Id (Custom Object Id / Contact Id)
To Send Template Message :
Create a new Resource With Type as Formula and Data type as Text
Construct the formula.
Examples for formula construction :
“Send Template Message;” +{!Get_Related_Custom_Meta_Data .WA_CustomObject__Display_Number__c}+”; ”+”hello_world;”+ {!$Record. WA_CustomObject__Contact__c}
Send Template Message – To send Template as Message
Display Number – Business Number
Template Name – Name of the template
Record Id – Corresponding record Id (Custom Object Id / Contact Id)
Enter the Label for Action
Toggle the messageDetails Input field and choose the created formula variable
The Final Flow looks like this
Frequently Asked Questions
Is Watbox GDPR compliant?
WatboxApp, which uses WhatsApp with Salesforce, is fully GDPR compliant. Here's how we ensure data protection and privacy :
Secure Data Handling : All customer data is encrypted during transmission and storage between WhatsApp and Salesforce. There is no third party involved in the data storage. Only your salesforce system will have the customer data.
User Consent : We obtain explicit consent from users when they interact with us via WhatsApp and also the customer data with the consent you already have can be used for WhatsApp communication.
Data Minimization : We collect only the necessary personal data required for customer service purposes. Strict access controls are in place within Salesforce. Only authorized personnel with the necessary permissions can access personal data.
Opt-Out/Unsubscribe : Customers can opt out or unsubscribe from WhatsApp Communication anytime by responding or clicking the opt-out buttons.
How does WatBox connect to Sales in Salesforce?
When a customer interacts through WhatsApp, scanning a QR code or initiating a chat from a platform like Facebook, WatBox forwards the message and phone number to Salesforce. If the phone number is new, WatBox creates a Person Account, Contact, or Lead. If the number already exists, the message is added to the appropriate record.
Can WatBox messages be tagged to any Salesforce objects?
Yes, WatBox allows configuration for tagging inbound or outbound messages to any specific Salesforce objects.
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