How to create a chatbot through the Peasy Sales app? #
Creating a chatbot is very easy with Peasy. You only need to answer relevant questions and can immediately test the chatbot yourself after completing the questions and labels!
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are done when you first use Peasy. The sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
Here’s how to create a chatbot to get online store orders and respond to inquiries through WhatsApp:
Log in to Peasy Sales.
On the Dashboard screen, scroll the information display at the top of the Dashboard until you see “Chatbot Session.”
3. Click “Setup”.
4. Enter the title for the first message that the customer will receive when your message is sent. Click and type in the box below the words “Greeting message title.”
5. Enter the first message that the customer will receive when your message is sent. Click and type in the box below the words “Specify your greeting message.”
6. If you want to include your operating hours in the first message to the customer, please check the box next to “Do you want to include your operating hours within the greeting message?”
7. If you want to allow customers to inquire about the status of their orders, please click the box on the left of “Can your customers check their order status?”
Also, enter the label name for the button that customers can press to check their order status.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
8. If you want to allow customers to purchase physically from your store, please click the box on the left of “Can your customers purchase physically from your store?” Also, enter the label name for the button that customers can press to get your store’s address. Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
9. If you want to allow customers to place orders through WhatsApp, please click the box on the left of “Can your customers order thru WhatsApp?”
Also, enter the label name for the button that customers can press to place an order through WhatsApp.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
10. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
11. Masukkan mesej untuk berikan lokasi pautan Google map kepada pelanggan anda.
12. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
13. Enter the title for the message to inform customers about your menu categories.
Click and type in the box below the words “Catalog message title.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
14. Enter the message to describe your online store or catalog.
Click and type in the box below the words “How would you describe your catalog.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
15. Enter reasons or a message to encourage your customers to place an order as soon as possible.
Click and type in the box below the words “Compelling reason why customers should order now.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
16. Enter the label name for the button that customers can press to select your menu category.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
17. Enter the title for the message in your menu categories section.
Click and type in the box below the words “The title for the categories section?”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
18. Select the existing menu categories in your Peasy online store.
Click the downward arrow on the right side of the box labeled “Select.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
19. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
20. Enter the instructions and motivation for customers to order from your online store.
Click and type in the box below the words “Instruction and motivation for customer to order from your shop.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
21. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
22. Enter the title for the last message to the customer before they end the interaction with the chatbot.
Click and type in the box below the words “Submenu title.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
23. Enter the last message to inform customers that they can either continue or end the interaction with the chatbot.
Click and type in the box below the words “Inform your customers that they can either continue or end the conversation.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
24. If you want to allow customers to return to the main options, please click the box on the left of “Do you want to allow your customers to return to the main options?”
Also, enter the label name for the button that customers can press to return to the main options.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
25. If you want to allow customers to ask questions to your agents, please click the box on the left of “Do you want to allow your customers to ask your human agents questions?”
Also, enter the label name for the button that customers can press to ask your agents.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
26. If you want to allow customers to end the interaction with the chatbot, please click the box on the left of “Do you want to include your end button?”
Also, enter the label name for the button that customers can press to end the interaction with the chatbot.
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
27. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
28. Enter the order status message to inform customers about their Order ID.
Click and type in the box below the words “Inform customer where they can get order ID.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
29. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
30. Enter the reply message for order status to inform customers about the status of their order.
Click and type in the box below the words “Inform customer on their current order status.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
31. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
32. Enter the title for the error message that customers will receive regarding their order ID.
Click and type in the box below the words “Error status title.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
33. Enter the error message that customers will receive regarding their invalid or expired order ID.
Click and type in the box below the words “Message when the given order ID is not valid.”
Peasy’s system will automatically provide sentences and label names to help you easily understand and set up your first chatbot. These automatic sentences and label names will vary depending on the settings for your use of Peasy Sales*.
*These settings are made when you first use Peasy. The displayed sentences and label names shown in this example are for the settings with the following goal:
- Start and expand a food delivery service.
- Order management and inquiries via WhatsApp.
34. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
35. Enter the reply message for customers who choose to interact with your agent.
Click and type in the box below the words “Holding message while your customers are waiting for your agent response.”
36. Select the inbox that your agent uses to receive and reply to customer inquiries.
Click the downward arrow on the right side of the box as shown in the image.
37. You can view the message preview in the “Message Preview” section.
If the message is satisfactory, click “Next.”
38. Congratulations! You have successfully created your menu chatbot.
Next, please try the chatbot by either scanning the QR code using your phone’s camera, or by clicking “Try Chatbot.”
How to add dynamic content into my messages? #
You can personalize your content with contact attributes, session variables, last response or API response. Just add dynamic scripts along with your text content.
| Type | Script | Example |
|---|---|---|
|
Contact Attributes |
{{session.lead.attributes}} to access standard attributes such as email, name and phone_number. {{session.lead.custom_attributes.attributes}} to access custom attributes values. |
Hi {{session.lead.name}}, will you want me to call {{session.lead.phone_number}} after 5pm {{session.lead.custom_attributes.timezone}} |
|
Session variables |
{{session.variable}} |
This is your {{temp.search_count}} attempt |
|
API Response |
{{temp.response.header.attribute}} to access the header and {{temp.response.body.attribute}} to access the body |
Fail to retrieve catalog because of {{temp.response.header.code}} error code due to {{temp.response.body.message}} |
|
User's last response |
{{event.payload.text}} |
You mentioned your email address is {{event.payload.text}}? |
What is a session? #
A session is created when the chatbot interacts with the recipient. Each session has isolated memory that helps the chatbot remember session variables and maintain the flow’s continuity.
The session lasts for 24 hours from the last received message. The session is also considered complete when the recipient has finished the chatbot flow created.
When the session expires, Peasy will reset all session variables and flow continuity for that session. So, if your recipient replies after 24 hours, they will restart the entire conversation from the beginning.
Peasy’s system will charge for each chatbot session that expires with the customer.
The inbox identifier is used as the session ID. For example, the recipient’s phone number is used as the session ID for WhatsApp conversations, while the cookie ID will be used as the session ID for live chat conversations. Therefore, sessions from the same individual but different inboxes cannot be shared.
