WhatsApp Messaging Bot Template

About this Template

Introduction

WhatsApp Messaging Bot template is a no-code product with the use of the Twilio WhatsApp plugin. The solution developed in the template targets businesses and users who want to optimize their communication through WhatsApp. By using this template, the users will have access to a variety of features such as a customizable chatbot, templates of answers, a dashboard for managing users, etc. developed to reduce the time for processing the requests and overall communication.

Features

  • Integrated customizable chatbot
  • Fully responsive pages and user dashboard
  • Management of the users from one place
  • Messaging between WhatsApp and Bubble app
  • Customizable chat templates
  • Dashboard with statistics of user’s activity
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Note: This template requires to create an account to interact with API: https://www.twilio.com/console The template comes with a paid plugin - Twilio API for Whatsapp - you would need to subscribe to it (or buy it) if you want to continue using it.

Video Overview

Demo

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🀩 Live demo! Give it a try here: https://whatsapp-bot.bubbleapps.io/

Ready to move further?

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Tip: Find out more on how to work with a template on Bubble here:

Setup Guide

Once you have bought or added a template to your account, you will see a dropdown in the New Application popup that lets you pick a template as the basis for the new application.
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Note: This can only be done when you create a new app.
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After you've selected a block you bought, complete the ”Name your app” field and press Create app.
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Tip: A template isn't a theme for your app, but a pre-built set of elements and workflows. You can modify the template as you would modify another app.
Wait for Bubble to load the application with all the data.
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After the application has loaded, you'll see the Component library on the right side for New Application. You can close it or follow the assistant steps to adjust different settings.
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Congrats: You have successfully created a Bubble app based on your template. Now you're ready to go and dive into the Bubble no-code development toolset.

Twilio WhatsApp Plugin

In order to make the WhatsApp sending message option work properly, it is required to configure the Twilio WhatsApp plugin within your Bubble editor.
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Note: The template comes with a paid plugin - Twilio API for Whatsapp - you would need to subscribe to it (or buy it) if you want to continue using it.
1. To find the detailed description of the steps needed for setting up the chatbot please check the Twilio API for Whatsapp Plugin’s Documentation. https://docs.zeroqode.com/plugins/twillio-api-for-whatsapp
2. For security purposes the template has limited rights for potential customers.
To unlock all functionalities of the template please follow the two steps described further.
  1. Go to Page β€œDashboard” and delete this Workflow:
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  1. To clean the Application of the left elements:
a. Go to Page β€œDashboard” in the editor look for the Popup β€œPopup How it Work” and delete it.
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b. Open the Workflows tab, find the workflows that have the condition β€œSearch for Variables:first item’s access rights is no” and delete it.
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3. Then find the workflows with the condition β€œSearch for Variables:first item’s access rights is no” and delete just the condition.
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Autopilot setup (Bot setup)

  1. Go to Twilio Console (https://www.twilio.com/console)
  1. In the left menu, find All Products and Services
  1. Select Autopilot from Products and Services option
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4. Select either Start from Scratch or Build from Scratch, and in the new pop-up that appears give it a Name and Description, click Create Bot.
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5. After you've created the bot, you'll get into the menu where you will start training the bot according to your requirements
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6. By clicking Add a task you'll be able to create new tasks for users.
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7. Once you add a new task, you'll 3 actions "Program" , "Train", and the last one is "Delete"
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8. Clicking on the "Program" button, will open an editor with a JSON object which will require a modification of a value for the field Say for the current task. After modifications are done click "Save" to save the changes.
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9. The next part is to switch to a training task. Click on "Switch to train task"
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10. Here you can add in the variants of the answers that the users will give and press the button "Add Sample" now in the bottom right click the button "Simulate", a window will open that will simulate a chat, there you enter the text that you gave the variance that your users might have and the bot will to respond with the text you trained
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11. Once you're done with the setup of your bot, click "Build model" to approve the changes.
You're all set!

Remove Banner

This template comes with a promotional banner above the Header element. Feel free to remove it from your app.
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Banner: See the instructions on how to remove the Rapid Dev Banner in your template.

Things to Note

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Note: In case you would like to use it as part of a more complex app, for proper functioning, please be sure to create all relevant data types within your application database before copying the template, and adding the required plugins. For reference, use the Data Types and Setup Guide sections as well as the Plugin tab of the template editor.

General FAQs

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We've answered questions about templates here: https://docs.rapidevelopers.com/general-faqs πŸ‘€
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If you haven't found the answer yet, contact us by sending an email to: support@rapidevelopers.com
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Want to report a bug? Please follow this guideline!

Hidden Design Elements

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Tip: Initially, on some pages, design elements in Bubble Editor might be hidden.
Here is an example of how to unhide πŸ‘€ them:
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Pages Overview

index

This is the main landing page of the template and contains basic information for new customers to learn more about the application.
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Besides presenting the information on the index page is available a box for getting in touch where the users can send the messages to the admin.
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All images and texts are displayed for demonstrational purposes and can be changed directly on the page.

dashboard

This is the page where the main functionalities of the template can be used.
On the page, the users can access:
  1. The pop-up with the description of the steps needed to begin testing.
  1. The channels management tool where the user can manage the contacts from the chat.
  1. The chat is where the user can see all chats, read the conversation, answer, and use the templates for answering. On this page also is possible to turn off and on the chatbot for the specific channel.
  1. The statistics of the application with the number of channels, nr. of WhatsApp messages, nr of messages from β€œgetting in touch” and the number of available templates of messages. Also, here is the chart with the number of WhatsApp messages over time.
  1. The list of messages from β€œgetting in touch” where the user can read, answer, and delete the messages.
  1. The list of templates where is possible to read, edit, and delete the messages.
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On the dashboard page is also available the button for adding template messages.
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Note: Switching between tabs works by changing elements’ custom states.

reset_pw

Here, users reset their password after accessing the link in the mail.

404

This is a page for 404 redirect errors, informing a user that the web page he or she is looking for cannot be found.
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Reusable Elements Overview

Footer

The footer reusable element is located at the bottom of a page. It provides an example of how it can include external links, such as the company's social media, navigation, and copyright notices. A great website footer design keeps people engaged and moving through the website. The workflows included with this element are pretty straightforward to follow.
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This reusable element is customizable, so it is possible to change the styles and content of the element while keeping workflows or using it as inspiration for your own.

Data Types

Channels

Channels are all contacts from WhatsApp with whom was interacted through the chat.
The channels have a number corresponding with the WhatsApp contact and can be archived, blocked, deleted, and auto-piloted by the Twilio WhatsApp bot.

Contact Form

Contact Forms are the data of messages which come from the contact form from the index page. The data saved here are the email, message, and name of the user who sent a message through the Contact Us form.
Also, this data type is used for the identification of the status of the message (seen or not) by the admin.

Messages

The data type is used to save information regarding the messages from the chat. The data include:
  • body with the text of the message;
  • status with the states: sent, received, read, failed
  • channels with the reference to the related channel
  • from with the type of user who sent the message (currently only admin available)
  • to the WhatsApp contact to whom the message was sent
  • ID with the unique code of the message
  • Created Date with the date and time when the message was created

Template Message

Template messages data type is used to save the text and subject of the template messages for the chat.

User

This data type stores user-related information.
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Tip: The User data type has the following fields: email, Modified Date, Created Date, and Slug. These fields' values can be used in workflows, conditional formatting, etc. To learn more, see the Bubble manual
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Note: The data type has a privacy rule applied. See the πŸ’¬ in the database under the privacy section for details.

Release Notes

14 September 2023

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UPDATE NOTE: This template received a complete overhaul of design as well as functionality. Most of the known bugs and issues have been fixed and new features added.
  • πŸ”„ Template's design was reworked and updated to the new Bubble Responsive Engine
  • πŸŽ‰ New template documentation
  • πŸ”§ Added "Setup Guide" section
  • ❔ Added "FAQs" section
  • βœ… Added "Release Notes" section
  • 🎬 Added "Video Overview" section
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Note: Template updates don’t apply to the apps that were built on the template prior to updates becoming available.
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Tip: To check changes in workflows and design after the release update, you can create a new block copy and compare the settings (design/workflow) of the new copy and the app you have. So you don't have to "move" your customizations from your already edited template to the new block copy.

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