WhatsApp Automation Made Easy (No Code + AI + CRM) — Transcript

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1. 0:00What if your WhatsApp could sell for
2. 0:01you, support your customer, take follow
3. 0:04up from your lead, and take payment from
4. 0:05them? All of these on autopilot without
5. 0:08you even touching the phone. There's not
6. 0:09a one tool doing all of these things.
7. 0:11That's a full platform, and in the next
8. 0:13few minutes, I'm going to show you uh
9. 0:15the exact platform which can do all of
10. 0:18these things. I'll be giving you
11. 0:19walk-through through each and every
12. 0:20features. No setup, no code, so that you
13. 0:23can see what your business could be
14. 0:25running on. So, hi everyone. My name is
15. 0:26Lakshya, and I left my job to start my
16. 0:28own AI automation agency called as
17. 0:31Neurik AI, and a WhatsApp automation
18. 0:33platform called as Chat Things, where we
19. 0:35help businesses to adapt AI and
20. 0:36automation. So, without wasting much
21. 0:38time, let's get started. So, before
22. 0:39seeing the platform, let me answer most
23. 0:41common question I get from the
24. 0:43businesses. The businesses says that
25. 0:44there are so many tools available for
26. 0:46WhatsApp, but we are non-technical, and
27. 0:48the WhatsApp requires some technicality,
28. 0:50business verification, the API, so many
29. 0:52things, but we do not know anything, and
30. 0:54most of the platform does not provide
31. 0:55any kind of a support. That's the reason
32. 0:57we are not adapting to our WhatsApp. I
33. 0:59heard you. I understand that this is the
34. 1:00main problem you guys are facing. That's
35. 1:02the reason this is the first look of my
36. 1:03platform called as Chat Things. The
37. 1:05first feature which I like to show you
38. 1:06is called as book support call. So,
39. 1:08inside this, not one, not two, three
40. 1:11type of different support call we are
41. 1:13giving you. It's called as quick
42. 1:14support, standard support, and then deep
43. 1:16dive support, and all of this is free
44. 1:19and included in your paid plan. So, if
45. 1:21you're having any small question, you
46. 1:22can choose for the quick support. If
47. 1:24you're having some kind of a detailed
48. 1:25walk-through or feature walk-through,
49. 1:26you can choose for a standard support.
50. 1:28And if you have complex troubleshooting
51. 1:30and full onboarding session for the
52. 1:32business verification, meta
53. 1:33verification, you can go for a deep dive
54. 1:35support. And also, we have created the
55. 1:37full-fledged documentation where each
56. 1:39and every feature are mentioned over
57. 1:40here, how to not get banned on WhatsApp,
58. 1:43then the automation features, follow-up
59. 1:44sequence, multiple things which I'm
60. 1:46going to walk through, by the way.
61. 1:48But, everything is end-to-end. And also,
62. 1:50we have the developers API, so that if
63. 1:52you want to connect any tool out there,
64. 1:54it could be your CRM, it could be any
65. 1:56other tool, any 10 Zapier make, you can
66. 1:58easily connect it and do all the stuff
67. 2:01which you can do manually as well as
68. 2:03automated. Also, there is a webhook,
69. 2:05incoming webhook and outgoing webhook as
70. 2:06well. So, now let's understand the first
71. 2:08and main feature, which is connect
72. 2:09account. So, in this platform you can
73. 2:11connect multiple accounts. It could be
74. 2:12WhatsApp, Google, Shopify, WooCommerce.
75. 2:14And to connect WhatsApp also there are
76. 2:15three ways. I'll click on connect
77. 2:17WhatsApp and now we can see we have
78. 2:19embedded onboarding option, inside which
79. 2:20we have the WhatsApp coexistence as well
80. 2:23as the cloud API option. And also if you
81. 2:25have created your own meta application
82. 2:26and you have your own access key, you
83. 2:28can directly use that as well and
84. 2:29connect to this platform. And if you
85. 2:31aren't understanding any sort of
86. 2:32features, there will be button like
87. 2:34this. When you click on that, you will
88. 2:35get a tutorial, okay? Where if you click
89. 2:38on the button, you will be brought to a
90. 2:41exact guide which will show you how to
91. 2:43operate this thing word by word. And
92. 2:45also if you don't know after reading
93. 2:47this, we have a support call as well.
94. 2:48Now, coming to the second feature,
95. 2:50called as broadcasting, so on the
96. 2:51left-hand side we have broadcasting,
97. 2:52where you can broadcast your single
98. 2:54message to as many users as you want.
99. 2:56So, you can create a campaign where you
100. 2:57can select all the contacts which you
101. 2:59have. You can import the contacts or
102. 3:01whatever contacts message you directly
103. 3:02automatically they're added in your CRM
104. 3:05or you can manually enter them as well.
105. 3:07Once you have got the contacts, you can
106. 3:08create a template which you want to send
107. 3:10to all of the people. Okay? Once you
108. 3:12send the template, now you have to see
109. 3:14the report. So, for that we have a
110. 3:15detailed report where you can see how
111. 3:17many people you have sent the message,
112. 3:19how many got delivered, how many opened
113. 3:20the message and how many have not
114. 3:21received the message as well. If the
115. 3:23people who have not received the
116. 3:24message, they can also see the what kind
117. 3:25of error you are getting, so you are not
118. 3:27lost anywhere. And now let's see the
119. 3:29main feature which most of the people
120. 3:30will be using is called as a shared
121. 3:32inbox. And now this is the most advanced
122. 3:34feature most of the platform don't have.
123. 3:36On the left-hand side we have all the
124. 3:37contacts. So, now you can have a team of
125. 3:40people working on a single number. And
126. 3:42we also have the application so that you
127. 3:44can install the application on your
128. 3:45phone and you can see the same chat
129. 3:47whatever is happening through that. And
130. 3:49also you can assign this particular chat
131. 3:50to whatever team member you have. And
132. 3:52they can click on the mind button and
133. 3:54they will be seeing only task that are
134. 3:56assigned to them. Second, they can
135. 3:58translate the message. For example, you
136. 3:59are getting a message on Gujarati, but
137. 4:01the person who is typing they does not
138. 4:03know Gujarati. So, they can translate
139. 4:04this into the English and they can reply
140. 4:07back to in Gujarati. How? Let's say I
141. 4:09write how are you? And I can click on
142. 4:12this particular translate button. I can
143. 4:13select the language and then I can
144. 4:15translate the message. So, as you can
145. 4:16see "Tame kem cho?" So, we got the
146. 4:19message in Gujarati so that it feels
147. 4:21like we are replying to the person in
148. 4:22the native language so chances of
149. 4:24converting get increased by a lot. And
150. 4:26also, if the person don't know what to
151. 4:28reply, we have our rewrite with AI
152. 4:31button which understand the context what
153. 4:33message has been done and accordingly
154. 4:34write the message.
155. 4:36So, for example, let's consider there
156. 4:37was one teammate who was talking with
157. 4:39this person for past 5 days and now he's
158. 4:42in holiday.
159. 4:44Now, another person take over this
160. 4:45particular chat instead of going through
161. 4:47all the chats, he can just click on
162. 4:49rewrite with AI. The AI will understand
163. 4:51all the context and write the message on
164. 4:53his behalf. Also, if they don't want to
165. 4:55write a message directly and want to
166. 4:56understand the context, so we have this
167. 4:58help me to reply. So, this particular
168. 5:01inbox will understand all the messages
169. 5:03has been done and tell you the summary
170. 5:05what all things has been done. And also,
171. 5:07there is engagement score which will
172. 5:08tell you how much engagement has been
173. 5:10done with this particular person. Is it
174. 5:11a good for you or not by the percentage
175. 5:13over here. Then, we have the bot. You
176. 5:16can pause the bot. You can pause AI.
177. 5:17Let's say for example, there is an AI
178. 5:19which is running 24/7. And for this
179. 5:22particular contact only you want to
180. 5:23pause the AI. So, you can pause the AI.
181. 5:25So, now you must be thinking what is the
182. 5:27difference between bot and AI? So, the
183. 5:29AI reply is something like this which is
184. 5:30trained on your knowledge base. So, for
185. 5:32example, hey there, this particular
186. 5:34reply is by AI. So, you can see the AI
187. 5:36over here. The bot reply is something
188. 5:38the deterministic flow which we create.
189. 5:40So, whenever the person click on this
190. 5:42particular button, then this particular
191. 5:43message will go.
192. 5:44Such kind of a things are called as bot.
193. 5:45So, you can pause both of them
194. 5:47accordingly. And we can have custom
195. 5:48field as much as you want. So, we have a
196. 5:50full-fledged CRM where you can have
197. 5:52multiple columns as per your thoughts.
198. 5:55And also, there is one more amazing
199. 5:56feature which is called as a message
200. 5:57sequence. So, let's say you are talking
201. 5:59with this particular person and they say
202. 6:00that "I'm not sure. Can you get back to
203. 6:02me after few days?"
204. 6:04So, there are now two ways. Either you
205. 6:06can do a manual follow-up or a automated
206. 6:08follow-up. So, for the manual follow-up,
207. 6:10there is a follow-up reminder. You can
208. 6:12set up the follow-up reminder as a
209. 6:13particular date and time and you will
210. 6:15get a notification on your phone as well
211. 6:17as on the desktop over here. Also, if
212. 6:18you want to do the automated follow-up,
213. 6:20so you can create the message sequence
214. 6:22and assign to this particular chat. So,
215. 6:24that it will automatically send the
216. 6:26message on your behalf and take the
217. 6:28follow-up as well like a drip campaign.
218. 6:30Let's say drip campaign is something I
219. 6:32want to send a message after 1 minute,
220. 6:34then after 1 hour, then after 10 hour.
221. 6:36Everything can be done. Now, coming to
222. 6:37other features of chatbot. So, now we
223. 6:39have a full-fledged diagram flow over
224. 6:41here where you can create the chatbot
225. 6:43however you want.
226. 6:45So, we can add the delay, you can add
227. 6:46the images, video, audio, send the
228. 6:48message, send the list message,
229. 6:50e-commerce catalogs, then the button,
230. 6:53and then you can track as well how many
231. 6:54people click on this particular button,
232. 6:56and how many subscriber were there were
233. 6:58there, how many were unknowns. You can
234. 6:59send the location, file, AI reply, then
235. 7:02you can collect the information from the
236. 7:03user. There are two ways to collect the
237. 7:05information. First is we are asking the
238. 7:07question in the chat only. What is your
239. 7:09email address? User will reply with
240. 7:10email address, you will store it. What
241. 7:12is your phone number? User will reply
242. 7:13with the phone number, you will store
243. 7:14it. You can store it anywhere. It could
244. 7:16be your CRM.
245. 7:17It could be a Google Sheet, it could be
246. 7:18a HubSpot, it could be any CRM, it could
247. 7:20be inside a Chat Thing CRM as well. You
248. 7:22can collect the information in the form
249. 7:23of a WhatsApp flow as well. So, that a
250. 7:25WhatsApp form get open inside the chat.
251. 7:28User can fill the form, collect the
252. 7:30information and store it wherever you
253. 7:31want. Then you can send the interactive
254. 7:32message, template message, CTA URL
255. 7:35button, condition, HTTP, and there are
256. 7:37so many things in the platform. And now
257. 7:39the another feature which I just
258. 7:40mentioned inside the shared inbox called
259. 7:42as a drip campaign or sequence campaign.
260. 7:45So, you can assign a sequence to any
261. 7:47sort of a subscriber. It could be
262. 7:48automatically via API or manually. Let's
263. 7:51say for example, we create this sequence
264. 7:53which get triggered automatically within
265. 7:551 minute, then after 5 minutes, then
266. 7:57after 15 minutes. And also after 24 hour
267. 7:59windows, you can send a template message
268. 8:00as well. So, this drip campaign is very
269. 8:02useful for the businesses who want to do
270. 8:05the automated follow-up.
271. 8:06So, for example, someone sends you a
272. 8:08message and they then they ghost you.
273. 8:10Now, what to do? Now, you cannot tell
274. 8:12your team member that find out who
275. 8:13ghosted me and then send the message.
276. 8:16So, we have automated message reply over
277. 8:17here. You can assign as many sequence as
278. 8:19you want.
279. 8:20You can send the message after 1 minute
280. 8:22that, "Hey, I hope everything is well
281. 8:24and we are still waiting for your
282. 8:25response." Then again after some time,
283. 8:27you can send the message. Then again
284. 8:28after some time, you can nudge them.
285. 8:30Until unless they don't reply you, you
286. 8:31can do this thing. But do not spam it.
287. 8:34I'm requesting you. Otherwise, if they
288. 8:35block you or report you, your number may
289. 8:38be blocked by Meta.
290. 8:40This feature is amazing, but it should
291. 8:42be used with a precaution. Now, the main
292. 8:44feature which most of the platform
293. 8:45charge you extra for, which is AI. So,
294. 8:48we have a two-way to use the AI. One is
295. 8:51the AI assistant and one is the AI
296. 8:52agent. Now, you might be thinking, "What
297. 8:54is the difference?" So, AI assistant is
298. 8:56for your team member to help them use
299. 8:59this platform in a proper way.
300. 9:01AI agent is a customer facing which
301. 9:03reply to your customer. So, for example,
302. 9:05in inside the shared inbox, we have this
303. 9:07particular rewrite with AI button.
304. 9:09understand the context and send them a
305. 9:11reply.
306. 9:12Also, on the left-hand side, we have
307. 9:13this analyze the conversation with AI
308. 9:15button. Then we have the AI assistant
309. 9:17manager over here. So, there are
310. 9:19multiple things which is designed for
311. 9:20your team member so that they can use it
312. 9:23and reply to the user properly in the
313. 9:24however format you want. After that,
314. 9:26there is an AI agent which is customer
315. 9:28facing which get trained on your
316. 9:30knowledge base. So, for example, if I
317. 9:32click on new campaign, let me create
318. 9:33again a new campaign. So, So this, you
319. 9:35can see how many ways are there to train
320. 9:38your bot. So we have a container FAQ. So
321. 9:40you can paste all the content which you
322. 9:42have over here or you can add more and
323. 9:44more FAQs over here and content over
324. 9:46here.
325. 9:47Then we have a URL. Just give your
326. 9:49website URL or whatever website URL you
327. 9:51want to give. Our agent will
328. 9:53automatically fetch all the information
329. 9:55which you want, then it will create a
330. 9:57proper content and FAQ on which it can
331. 9:59be trained on. Then we have a file. You
332. 10:00can upload whatever file you want. It
333. 10:02could be PDF, TXT, markdown file.
334. 10:04Whatever file you want, it get trained
335. 10:06on it. Then we have Google Sheet as
336. 10:08well. You can connect the Google Sheet
337. 10:10to our account and whatever data are
338. 10:12there in your Google Sheet, let's say
339. 10:13your product catalog information,
340. 10:14pricing information, all the
341. 10:15information, it will get trained on
342. 10:17that. It will reply to your customer
343. 10:19accordingly.
344. 10:20And then we have the API as well. Let's
345. 10:22say you have your AI living somewhere
346. 10:24else, but you have API for that. So you
347. 10:26can connect both the API. So our system
348. 10:28will get the message, it will send the
349. 10:29message to your system, it will get the
350. 10:31reply from there and it will reply to
351. 10:33our system. So it's not bound to just
352. 10:35passing information over here, but you
353. 10:37can use your already trained AI agent
354. 10:38and connect with our knowledge base. And
355. 10:41we are not stopping over here.
356. 10:42We have intent detection. So let's say
357. 10:44for example this particular campaign is
358. 10:46just for your support campaign. So all
359. 10:48the information which are there inside
360. 10:50this are only regarding the support
361. 10:52information. There will be another
362. 10:53campaign for your pricing information.
363. 10:55There will be another campaign which
364. 10:56will regarding your feature information.
365. 10:58So now whenever person messages you,
366. 11:00first the intent detection will happen.
367. 11:01So this particular question or query is
368. 11:03regarding what? Is it Is it regarding
369. 11:04pricing, support? Whatever it is,
370. 11:07accordingly it will go to that
371. 11:08particular knowledge base, get the
372. 11:09answer and then reply to your customer.
373. 11:11So that you can create a proper
374. 11:12separation and then accordingly reply
375. 11:15will go. Then we have proper WordPress
376. 11:17and Shopify automation as well. And also
377. 11:19you can connect your own meta catalog
378. 11:20over here directly. So that our system
379. 11:22knows automatically what all information
380. 11:25is there in your catalog, what all
381. 11:26products you are selling, so they can
382. 11:28reply accordingly. And you can also
383. 11:30select the carousel catalog you can send
384. 11:32to your customer and also we can take
385. 11:34the payment inside the system so that
386. 11:36you don't have to rely on any another
387. 11:38system out there. And also there is an
388. 11:39amazing feature called as appointment
389. 11:41inside WhatsApp. So let's say if you run
390. 11:43a clinic or salon or consultation and
391. 11:46you get too many lead so you cannot
392. 11:47reply to each and every lead and they
393. 11:49all want to do the appointment booking,
394. 11:51correct? So instead of telling them that
395. 11:53give me your number, give me your time,
396. 11:55I will schedule the meeting and send you
397. 11:56a link, your bot will take care of
398. 11:58everything. Customer see the real time
399. 12:00availability, just tap the slot, no
400. 12:02form, no calls, 24/7 and the one slot
401. 12:06cannot be booked twice. It will get sync
402. 12:08with your calendar, it could be Google
403. 12:09Calendar, cal.com, calendly and
404. 12:11confirmation is sent instantly on
405. 12:13WhatsApp and automatically reminder are
406. 12:15also sent. Let's say before 1 hour 15
407. 12:18minute you can send the automatic
408. 12:19reminder. And also if you want to take
409. 12:21the payment from the user before booking
410. 12:23the slot, you can do that as well. And
411. 12:24now the main feature regarding
412. 12:25integrations. We have Shopify,
413. 12:27WooCommerce, HTTP, Google Sheet, auto
414. 12:29responders so you can
415. 12:31do the marketing through the mail and
416. 12:32the SMS marketing, you can do whatever
417. 12:34you want. And also we have a full
418. 12:36fledged API and webhook option
419. 12:38available. So whatever tool you are
420. 12:40using, whatever CRM you're using, it can
421. 12:43be directly connected with our platform
422. 12:46and you can operate your WhatsApp 24/7
423. 12:48automatically. So now these are the just
424. 12:49some of the features which I have
425. 12:51mentioned in this particular video but
426. 12:52there are so many features out there
427. 12:54which you will can explore. You can
428. 12:56explore the documentation but if you
429. 12:57also have any sort of doubt, we have a
430. 12:59free support call available. You can
431. 13:01book a support call, it's a one-on-one.
432. 13:03I or my team member will come on the
433. 13:04call and solve all your doubts. So I
434. 13:06hope we can help you to grow your
435. 13:08business using WhatsApp automation. If
436. 13:11you have any more doubts, there will be
437. 13:12a link in the description, you can
438. 13:13schedule a call with me and my
439. 13:14teammates. We'll help you to solve all
440. 13:16the doubts you have. And also there is a
441. 13:18link in the description of this
442. 13:19particular website, you can have a free
443. 13:217-day free trial. You can check this
444. 13:23platform by yourself and if you have any
445. 13:25doubts, you can book the call. So I hope
446. 13:27you like this particular video. If you
447. 13:28have any sort of doubt, and any
448. 13:30questions, just let me know in the
449. 13:31comment box. We'll meet in the next
450. 13:32video. Till then, take care.