Template-Based Chatbot
Orchestrate fully automated, interactive WhatsApp journeys directly within your HubSpot Workflows. This feature transforms static message templates into dynamic, two-way conversations. By leveraging Quick Reply buttons, you can build intelligent chatbots that engage leads, qualify prospects, and handle support queries 24/7—without writing a single line of code. Using Eazybe’s advanced “Send WhatsApp & Wait for Reply” action, your HubSpot workflows pause to listen for customer inputs, then instantly route them down specific branches based on which button they clicked. It’s the ultimate tool for turning WhatsApp into an always-on engine for sales and support.Why the Template-Based Chatbot Matters
In an era of instant gratification, customers expect immediate answers. This feature bridges the gap between manual chatting and complex custom coding. It allows scaling businesses to automate repetitive conversations while keeping all data synchronized inside HubSpot, ensuring that your human agents only step in when high-value interactions occur.Key Benefits
Scope of Capability
The Template-Based Chatbot is versatile and can handle various use cases:How It Works: Step-by-Step Configuration
To deploy your chatbot, follow this structured setup within your HubSpot account.Step 1: Blueprint & Template Creation
First, map out your desired conversation flow. Create your WhatsApp Templates in Eazybe with Quick Reply buttons (e.g., “Yes,” “No,” “More Info”) corresponding to the choices you want to offer.Ensure your templates are approved by WhatsApp before using them in workflows.
Step 2: Initialize the Workflow
Set Enrollment Trigger
to “Met filter criteria”
You can choose any filter criteria of your choice (e.g., “New Lead Created” or “Form Submission”).
Step 3: Deploy the “Listen” Action
Add a new action and select “Eazybe: Send WhatsApp & wait for Reply”.Step 4: Configure Smart Branching
Create a branch for each button option
For example, name one branch “Interested” and another “Not Interested”.
Step 5: Build the Journey
Under each branch, add the next step of your flow—whether it’s sending another WhatsApp template, assigning a task to a sales agent, or updating a deal stage.Summary
The Template-Based Chatbot feature transforms how you engage with customers on WhatsApp:| Feature | Benefit |
|---|---|
| No-Code Setup | Build complex chatbots using HubSpot’s visual workflow builder |
| Quick Reply Buttons | Create intuitive, tap-based interactions |
| Smart Branching | Route conversations based on user responses |
| Native HubSpot Integration | All data syncs automatically with your CRM |
| 24/7 Availability | Engage customers around the clock |
| Scalable Automation | Handle unlimited concurrent conversations |