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ConvoBox · Chatbot & Workflow Builder

No-code WhatsApp chatbot and workflow builder

Drag nodes onto a canvas to answer questions, qualify leads, collect addresses and book appointments on WhatsApp, then hand the chat to the right agent or team when a person is needed.

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  • 20+ node types
  • Keyword and event triggers
  • Agent and team handover
app.convobox.in/workflows/clinic-booking
TriggerKeyword: appointment, book
ListChoose a department
GeneralDentalSkin
WhatsApp FlowPick a date and time slot
ConditionIf slot is today
AssignFront desk team
DelayReminder 2 hours before

What is a WhatsApp chatbot workflow?

A WhatsApp chatbot workflow is an automated conversation that starts when a trigger fires (a keyword, any incoming message, an ad click or a store event) and then follows the steps you design: send messages, ask questions, branch on the answer, wait, and assign the chat to a person.

  • In ConvoBox you build it visually, with no code.
Read the full explanation

Workflows are used to answer common questions instantly, qualify leads from ads, book appointments, collect details with forms, share catalogs, send payment links and route chats to the right team. The ConvoBox builder includes message, button, list, media, question, condition, delay, template, API request and assign-to-agent steps, plus tags and CRM updates along the way. Because every step runs on the official WhatsApp Business API, customers get answers in seconds, at any hour, and the conversation moves to a person whenever it needs a human. Workflows can also hand off to an AI agent for questions a fixed menu cannot cover.

Every node in the builder

Drag these onto the canvas and connect them. Six groups cover everything from the first message to the handover.

Triggers5

KeywordAny messageClick-to-WhatsApp adShopify eventWebhook

Messages5

TextImageVideoDocumentTemplate

Interactive4

Reply buttonsListCTA buttonWhatsApp Flow

Questions3

Ask nameAsk addressAsk location

Logic3

ConditionDelayLink to another workflow

Actions4

Assign to agentAssign to teamMove CRM stageWebhook

Watch a chatbot qualify a lead

An interior design studio runs a click-to-WhatsApp ad. The workflow below answers every lead in seconds and passes hot ones to sales.

Workflow · Interior lead qualifier
  1. TriggerMessage from adFires when someone taps the Instagram ad
  2. Ask nameCollect the nameSaved to the contact automatically
  3. List buttonWhich room?Kitchen, bedroom, full home
  4. ConditionIf full homeHigh-value branch
  5. AssignAssign to sales team + CRM stageRound robin, stage: Qualified
Nook Interiors Official business account
Today

Hi! I saw your ad. I want to know more.

21:14 ✓✓

Hi 👋 Thanks for reaching out to Nook Interiors. May I know your name?

21:14

Karthik

21:15 ✓✓

Nice to meet you, Karthik. Which space are you planning?

21:15
☰ Choose a room

Full home · 3BHK

21:15 ✓✓

Great. Priya from our design team will message you in a few minutes with past 3BHK projects.

21:15
Message

Chatbots for every kind of business

Four real workflows, and what the customer sees on WhatsApp.

Clinic

Appointment booking with a WhatsApp Flow

Patients pick a department from a list, then a date and slot in a native form. A reminder goes out two hours before.

  • List message for departments
  • WhatsApp Flow for date and time
  • Delay node for the reminder
9:41
‹CarePlus ClinicBusiness account

I want to book an appointment

09:12 ✓✓

Sure! Which department would you like to visit?

09:12
Choose department

Dental

09:13 ✓✓
+
Book appointment
Confirm booking

Managed by the business. Learn more

Tap a button

Real estate

Lead qualifier from a click-to-WhatsApp ad

The bot asks budget and location with buttons, saves the answers and assigns hot leads to senior sales.

  • Ad click as the trigger
  • Reply buttons for budget
  • Assign + CRM stage for hot leads
9:41
‹Green Acres HomesBusiness account

Hi, I saw your ad for OMR plots

20:41 ✓✓

Welcome! Plots start at ₹28 lakh. What is your budget?

20:41
Under ₹30 lakh₹30–50 lakhAbove ₹50 lakh

Above ₹50 lakh

20:42 ✓✓

Great. Ravi from our senior sales team will call you within the hour.

20:42
+
Tap a button

D2C brand

Order status without an agent

Customers type their order ID; the bot fetches the status by webhook and replies with the tracking link.

  • Keyword trigger: order, track
  • Ask a question, save to field
  • Webhook to your store or courier
9:41
‹Unbound StoreBusiness account

where is my order

18:02 ✓✓

Please send your order ID (for example, 2291).

18:02

2291

18:03 ✓✓

Order #2291 is out for delivery today before 7 PM 🚚

18:03
Track order
+
Tap a button

Education

Course enquiry with a brochure

Students pick a course; the bot sends the PDF brochure and books a counsellor call the next day.

  • List of courses
  • Document message with the brochure
  • Delay + template follow-up
9:41
‹Bright Path AcademyBusiness account

Details for JEE weekend batch

15:30 ✓✓
JEE_Weekend_Batch.pdfPDF · 1 page

Here is the JEE weekend batch brochure. Classes start 4 March, 12 seats left.

15:30
Talk to a counsellor
+
Tap a button

How to build a chatbot in ConvoBox

The real steps in the workflow builder.

  1. 01

    Create a workflow and pick a trigger

    Name the workflow and choose what starts it: a keyword, any message, an ad, a Shopify event or a webhook.

    • Several keywords per trigger
    • Different workflows for different keywords
  2. 02

    Add messages and questions

    Drag in text, media, buttons, lists and Ask nodes. Answers save to the contact automatically.

    • Ask name, address, location
    • Lists for up to ten options
    • Media and documents
  3. 03

    Branch with conditions and delays

    Use conditions on answers, tags or fields, and delays to wait before the next step.

    • If / else on any field
    • Wait minutes, hours or days
  4. 04

    Hand over to a person or update the CRM

    Add an assign node for an agent or a team, and move the contact to a CRM stage.

    • Round robin on Scale
    • Stage changes visible in the inbox
  5. 05

    Test on your phone and publish

    Send the keyword from your own WhatsApp, check every branch, then switch the workflow on.

    • Edit live workflows any time
    • See runs in the contact timeline

Every node in the ConvoBox workflow builder

Combine these blocks to automate support, sales, bookings and order follow-ups.

  • Triggers

    Start on keywords, any message, a click-to-WhatsApp ad, a Shopify event or a webhook.

  • Conditions

    Branch on answers, tags, contact fields, time of day or order value.

  • Delays

    Wait minutes, hours or days before the next step, for drips and follow-ups.

  • Text, image, video, document

    Send any media, including PDFs such as invoices or price lists.

  • Template messages

    Send approved templates to reopen conversations after 24 hours.

  • Reply, list and CTA buttons

    Up to three reply buttons, ten-row lists, and link or call buttons.

  • Ask name, address, location

    Collect details in the chat and save them to the contact record.

  • WhatsApp Flow

    Open a native multi-screen form for bookings, KYC or feedback.

  • Individual and team assignment

    Hand the chat to a named agent or a team, with round robin.

  • Move CRM stage

    Move the contact to a pipeline stage as the conversation progresses.

  • Link to another workflow

    Reuse common branches, such as a main menu, across workflows.

  • Webhooks

    Send answers to your CRM, ERP or Google Sheet in real time.

Chatbot workflows businesses run on ConvoBox

Each one is a few nodes on the canvas.

Support desk

Support triage menu

What do you need help with?

BillingTechnicalAccount

Result: Each choice opens a list of common answers, then a human if needed.

Clinic

Appointment booking

Choose a doctor and a time. We will send a reminder 2 hours before.

Book appointment

Result: A WhatsApp Flow collects date and time; no-shows drop.

D2C brand

Order status bot

Send your order ID and we will share the latest tracking update.

Result: Where-is-my-order questions answered without an agent.

Real estate

Lead qualifier

What is your budget? • Under ₹50 lakh • ₹50 lakh – 1 crore • Above 1 crore

Result: High-budget leads assigned to senior sales instantly.

Food delivery

Address collection

Please share your delivery location 📍

Send location

Result: Exact pin saved to the contact for the rider.

Education

Course counsellor

Which course are you interested in? We will send the brochure.

Result: PDF brochure sent, then a follow-up after one day.

What a WhatsApp chatbot changes

  • 2 s

    First reply time

    Every lead gets an answer in seconds, at 2 AM as well as 2 PM.

  • 24/7

    Support coverage

    Common questions are answered while your team is offline.

  • 0

    Lines of code

    Build, edit and publish workflows on a visual canvas.

  • 1

    Handover step

    Pass the chat to the right person with the full history attached.

WhatsApp chatbot questions

Short, direct answers. Still unsure? Message the team on WhatsApp.

Do I need coding skills to build a WhatsApp chatbot?

No. ConvoBox uses a drag-and-drop canvas. You add nodes, type the messages and connect them. Webhooks are available if your developer wants to connect other systems.

What can trigger a ConvoBox workflow?

A keyword or phrase, any incoming message, a click-to-WhatsApp ad, a Shopify event such as an order or abandoned cart, a CRM stage change, or an incoming webhook.

Can the chatbot hand over to a human agent?

Yes. The assign node hands the chat to a named agent or a team (with round robin on the Scale plan), and the agent sees everything the customer answered.

Can a chatbot collect a customer's address and location?

Yes. Ask name, ask address and ask location nodes collect the details and save them to the contact, so your team or delivery partner can use them.

What is the difference between buttons and lists?

Reply buttons show up to three tap-to-answer options under a message. List buttons open a menu of up to ten rows, useful for product categories or time slots. CTA buttons open a link or start a call.

Can one workflow call another?

Yes. The link-to-workflow node jumps to another workflow, so you can build a main menu once and reuse it everywhere.

What happens if a customer replies after 24 hours?

WhatsApp only allows free-form messages within 24 hours of the customer's last message. After that, the workflow sends an approved template node to reopen the conversation.

Can a chatbot and a human agent work on the same chat?

Yes. When the workflow assigns the chat, the agent sees every answer the customer gave and continues in the shared inbox.

Works together with the rest of ConvoBox

  Get started today

Build your first WhatsApp chatbot in an afternoon

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