What Can Our AI Chatbot Integration For WhatsApp Do?

Our AI chatbot for WhatsApp can streamline common workflows and complete tasks directly in WhatsApp, without switching between apps.

The supported functions include:

• Record Creation: Create or update records by uploading CSV files or sharing spreadsheet rows using our spreadsheet add-ons for Excel or Google Sheets.
• Barcode & NFC scans: Scan QR Codes, NFC tags, and other ID barcodes directly to the WhatsApp app.
• Document Upload: Upload documents and photos and match them to assets or inventories.
• Notifications: Receive notifications directly in the WhatsApp app or create them for other channels.
• Search: Search for records.
• To-do Tasks: Add to-do tasks.
• Reports: Generate report URLs you can import into Power BI or Looker Studio for visualization, or directly into Excel and Google Sheets for analysis.
• Export Data: Export data records to CSV.
• Statistics: Get quick record counts or sums.
• Groups: Create or update asset & Inventory groups
• Users: Create users for both the smartphone and web app.
• Knowledge Base: Ask and receive summarised how-to articles.

Setting Up Our WhatsApp AI Chatbot

In your account, go to the Interactive AI Chatbots page.

Under the WhatsApp section, click Connect.

Scan the QR Code that appears to add our WhatsApp number to your contacts.

After that, start chatting with our chatbot.

In a group chat, use @mention to direct the message to the chatbot

Working With Our WhatsApp AI Chatbot

Creating and Updating Records

To create or update records, you can upload a CSV file from the chat app interface, share rows of data from a spreadsheet using our spreadsheet add-ons for Excel and Google, or ask the bot to create/update a single record from a text-only prompt.

Scanning Barcodes and NFC Tags

When creating, searching, or updating single records, you may need to scan the record’s barcode or NFC tags.

To do so, prompt the chatbot to start a scan session, then follow the bot’s instructions to use our iOS and Android app to scan QR Codes, 1D barcodes, and NFC tags.

Once the scan has been made on the smartphone app, the scan results will be sent directly to WhatsApp.

Receiving Chat Notifications

You can set up chat notifications that get triggered whenever a monitored new activity takes place, or based on specific conditions that should be met first.

To set up the chat notification, simply prompt the chatbot to create a chat notification.

Setting Up Other Notifications

In addition to chat notifications, you can set up other notifications for emails and calendar.

Just as with the chat notification, to set up email or calendar notifications, simply prompt the chatbot to create one.

Uploading Documents

You can upload documents and photos, and optionally associate them with assets or inventories.

To do so, upload the file from the chat app’s interface, then prompt the chatbot to upload or create an association with an asset or inventory record.

Generating Reports

You can generate reports based on specific parameters, then get a URL to import them for visualization in Power BI and Looker Studio, or use our spreadsheet add-ons for Excel or Google Sheets to auto-import them.

To do so, prompt the chatbot to generate a report, then specify the type of report, and define your report’s parameters.

Exporting Data

You can export data as a CSV for any of your records.

To do so, prompt the chatbot to export data for a specific service.

Creating Tasks

You can create to-do tasks related to assets and inventory records.

To do so, prompt the chatbot to create a task.

Searching for Records and Obtaining Statistics

You can search for records or obtain basic statistics about them, such as counts and aggregate totals.

To do so, prompt the chatbot for the value to search for and the field to search in.

Creating and Updating Groups

You can create or update groups for assets and inventory records.

To do so, prompt the chatbot to create or update the group.

Creating Users

You can create user accounts for our smartphone app or the web app.

To do so, simply prompt the chatbot to create a user for the appropriate account.

Getting Help

You can get the chatbot to find and summarize knowledge base articles, or open a support ticket.

To do so, prompt it with a how-to question.

Slash Commands

These command shortcuts can trigger our chatbot to perform the respective function.

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