๐Ÿ“‘Submit an Application

For this use case, we will provide clear instructions and insights into:

  • Preparation: Gather all necessary documents and information required for the license application process, such as identification documents, proofs of address, and supporting certificates.
  • Create a ticket in your CRM: Create a ticket in your CRM to efficiently manage and track customer inquiries, issues, and requests.

You can now start building your Submit an application journey:

  1. Go to Chatbot in the left side navigation and click Create New Chatbot

  2. Define your "Chatbot Name" and choose your Channel "WhatsApp", then click Create

  3. Add a List widget and name it (e.g License Types or Application Types) then:

    1. Add your message in the Body (e.g Choose the required license type)

    2. Based on your use case start to Add List Item (e.g License types) and for each item define:

      1. Item Name (e.g License A), and optionally add a description
      2. Item Payload - This defines the value that will be returned to the chatbot if a user selects this item
    3. Define the variable that you will use to navigate the user to the correct answer based on his selection (e.g Add ButtonPayload as a variable name in Save List payload in this variable - This will save the list item payload in the defined variable)

  4. Now add a Branch widget and define the number of branches based on the list items where in each branch:

    1. Define the Variable that captured the user's selection - In this example, we named the variable ButtonPayload
    2. Define the Operator and Value for this variable that will enable this branch
  5. For each Branch depending on the type of documents needed from the user to apply for the license you can:

    1. Add a Collect input widget and select the validation as Text.
    2. Add a Collect input widget and select the validation as an image
  6. If you need to send the collected information to your system, you can use the Service Call widget, which allows you to integrate with any external system that you are using, with REST or XML approach. For more information, you can check here.

Note: in case number validation is needed, a Javascript code can be added with custom validation.

  1. You can now Test this bot then be ready to Deploy๐ŸŽ‰