Creating a Bot

What is WhatsApp Bot?

A WhatsApp Chatbot is an automated tool that helps businesses communicate with their customers directly on WhatsApp. It can send messages, answer queries, share information, and perform tasks without needing a human to respond every time. Using a WhatsApp Chatbot, businesses can handle customer support, promotions, and updates efficiently, ensuring faster and more consistent interactions.

Benefits of WhatsApp Bot

• 🎯 Automates customer communication at scale.

• 🟢 Ensures compliance with WhatsApp and Meta commerce policies.

• ⚡ Reduces setup time with Meta’s automated onboarding.

• ✅ Centralizes bot management in BotPenguin.

• 💳 Supports payment integration for conversation charges.

Pre-requisites for WA Bot

Before you begin, ensure you have the necessary prerequisites in place, such as access to the BotPenguin platform, WhatsApp number, etc.

• A phone number that is

  • Active & capable of receiving SMS.

  • Not registered on WhatsApp or WA Business App.

• Registered legal business

• An active website with a valid privacy policy

• Business use case compliant with WhatsApp and Meta commerce policy.

• A valid payment method (Debit or Credit card) capable of making international payments to Meta for conversation charges.

• GSTIN Number, Only if the business is registered in India.

If you have all of the above checked, You are good to start with WhatsApp Cloud API Bot.

Create a WhatsApp Bot

1. Login to your BotPenguin Portal and Click the "Create Bot" button.

1. Select the required use case for the platform on the next page.

1. Provide the required details and follow the bot creation process. Once done, click on the "Create Chatbot" button.

1. The user can choose to connect their actual number to the WA bot, or use a demo number for the same process.

1. Should the user choose to proceed with the Demo Number, click on the "Try Product with Demo Number" link and proceed with the creation of the Demo Bot.

1. Alternatively, the user can proceed to make an actual bot, by clicking on "Connect a new number". Click all the checkboxes, or click Select all to select all the boxes.

1. Choose Automated or Manual onboarding. In this document, We will talking about Automated onboard.

1. It will open up a new pop-up window where you have to complete the Meta onboarding. Complete the Meta onboarding process.

1. Upon successful completion, Your bot will be connected to WhatsApp. But as a last step, You have to update your payment method.

Adding the Payment Method

To ensure smooth and uninterrupted transactions for your WhatsApp Business Cloud API, it’s recommended to add or update your payment method in Meta Business Manager. This step helps avoid any billing or payment interruptions when your bot starts engaging in conversations.

1. Access WhatsApp Account Settings: In the "Meta Business Manager," locate and click on the "Payment Setting" button for your WhatsApp Account.

1. Navigate to Billing and Payments Page: On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

1. Select Payment Method Type: Choose the payment method type that you want to use for your WhatsApp account.

1. Enter Payment Details: Enter the necessary payment details based on the selected payment method.

1. Verify Payment Method: Once you have entered the payment details, proceed with the verification process.

2. Update Business Information: After successful verification, make any necessary updates to your business information.

3. You have successfully updated the payment method on your WhatsApp account.

Congratulations! You have successfully created the BotPenguin WhatsApp Bot using the WhatsApp Business Cloud API and integrated it with the BotPenguin platform. Your WhatsApp Bot is now ready to interact with users and provide automated responses.

FAQ's

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.