Knowledge Articles

Automate The Whatsapp Response

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

WhatsApp Communication Tools for Salesforce

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)

Salesforce CRM Messaging Tactics

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)

WhatsApp as a Salesforce Service Tool

Enter the Label for Action

Toggle the messageDetails Input field and choose the created formula variable

WhatsApp Data Security in Salesforce

The Final Flow looks like this

Salesforce Digital Engagement via WhatsApp
WhatsApp Business for Salesforce Users

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