--- title: "No-Code WhatsApp Chatbot & Workflow Builder | ConvoBox" description: "Build trigger-based WhatsApp chatbots without code: buttons, lists, questions, conditions, delays, templates, Flows, agent handover and CRM stage moves." url: https://www.convobox.in/whatsapp-chatbot-workflow/ publisher: ConvoBox Inc --- 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. ## 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 ## Every node in the builder Drag these onto the canvas and connect them. Six groups cover everything from the first message to the handover. **Triggers**5 **Messages**5 **Interactive**4 **Questions**3 **Logic**3 **Actions**4 ## 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. ## Chatbots for every kind of business Four real workflows, and what the customer sees on WhatsApp. ## How to build a chatbot in ConvoBox The real steps in the workflow builder. 1. 01 Create a workflow and pick a triggerName the workflow and choose what starts it: a keyword, any message, an ad, a Shopify event or a webhook.Several keywords per triggerDifferent workflows for different keywords 2. 02 Add messages and questionsDrag in text, media, buttons, lists and Ask nodes. Answers save to the contact automatically.Ask name, address, locationLists for up to ten optionsMedia and documents 3. 03 Branch with conditions and delaysUse conditions on answers, tags or fields, and delays to wait before the next step.If / else on any fieldWait minutes, hours or days 4. 04 Hand over to a person or update the CRMAdd an assign node for an agent or a team, and move the contact to a CRM stage.Round robin on ScaleStage changes visible in the inbox 5. 05 Test on your phone and publishSend the keyword from your own WhatsApp, check every branch, then switch the workflow on.Edit live workflows any timeSee runs in the contact timeline ## Every node in the ConvoBox workflow builder Combine these blocks to automate support, sales, bookings and order follow-ups. - TriggersStart on keywords, any message, a click-to-WhatsApp ad, a Shopify event or a webhook. - ConditionsBranch on answers, tags, contact fields, time of day or order value. - DelaysWait minutes, hours or days before the next step, for drips and follow-ups. - Text, image, video, documentSend any media, including PDFs such as invoices or price lists. - Template messagesSend approved templates to reopen conversations after 24 hours. - Reply, list and CTA buttonsUp to three reply buttons, ten-row lists, and link or call buttons. - Ask name, address, locationCollect details in the chat and save them to the contact record. - WhatsApp FlowOpen a native multi-screen form for bookings, KYC or feedback. - Individual and team assignmentHand the chat to a named agent or a team, with round robin. - Move CRM stageMove the contact to a pipeline stage as the conversation progresses. - Link to another workflowReuse common branches, such as a main menu, across workflows. - WebhooksSend 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? **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. **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 📍 **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 timeEvery lead gets an answer in seconds, at 2 AM as well as 2 PM. - **24/7**Support coverageCommon questions are answered while your team is offline. - **0**Lines of codeBuild, edit and publish workflows on a visual canvas. - **1**Handover stepPass the chat to the right person with the full history attached. ## WhatsApp chatbot questions Short, direct answers. Still unsure? [Message the team on WhatsApp](https://wa.me/917338519445?text=Hi%20ConvoBox%20team%2C%20I%27d%20like%20to%20know%20more%20about%20ConvoBox.). ### 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 - [**WhatsApp Broadcast**Send approved templates to thousands, schedule them and retry failed numbers.](https://www.convobox.in/whatsapp-broadcast/) - [**WhatsApp CRM**Pipelines, deals, tickets, tasks and owners built on every chat.](https://www.convobox.in/whatsapp-crm/) - [**Shared Team Inbox**One WhatsApp number for the whole team, with assignment and notes.](https://www.convobox.in/team-inbox/) - [**WhatsApp Commerce**Catalog, orders, payments and delivery tracking inside the chat.](https://www.convobox.in/whatsapp-ecommerce/) - [**Shopify WhatsApp App**Order updates, COD confirmation, abandoned cart recovery and revenue tracking.](https://www.convobox.in/shopify-whatsapp/) - [**Templates & WhatsApp Flows**Marketing, utility, carousel and Flow templates, plus native WhatsApp forms.](https://www.convobox.in/whatsapp-templates-flows/) - [**AI Agents**AI agents that answer, qualify and hand over on WhatsApp. Voice agent in development.](https://www.convobox.in/whatsapp-ai-agent/) - [**ConvoBox MCP for Claude**Connect Claude to ConvoBox and work with contacts, chats and campaigns in plain English.](https://www.convobox.in/claude-mcp/) - [**Meta Ads Integration**Auto-tag click-to-WhatsApp leads, sync Lead Ads forms to the CRM and send CRM signals back to Meta.](https://www.convobox.in/meta-ads/) - [**Android Team Inbox App**The full shared team inbox on Android, with admin and agent login.](https://www.convobox.in/android-app/) Get started today ## Build your first WhatsApp chatbot in an afternoon Connect your number to the official WhatsApp Business API and launch your first broadcast, chatbot or Shopify automation the same day. - 7-day free trial - No credit card - Official Meta Tech Partner - Hand-held onboarding --- Source: https://www.convobox.in/whatsapp-chatbot-workflow/ · © ConvoBox Inc