1. Introduction
To use efficient automation for providing assistance to your customers it becomes imperative to direct the customers from various sources to your WhatsApp bot. The source option in the Morph platform enables the bot builder to reach out to their users at multiple points of interaction. It enables the bot builder to drive the traffic towards the bot. This serves two major purposes one being the efficient use of automation since a major part of the incoming traffic is directed to the bot. Second, being a user’s consent for using the bot on WhatsApp.
2. Access
On the left panel under Configure, click on the source. To create a new source click on Create New
The Source panel will display already created widgets/links along with channel information. You can select the type of source from a list of options given on the left which will show the list of relevant source links created.
3. Types of Source
There are four major places a bot builder can as the source of traffic.
3.1 WA Website Chat
You users can start chatting with you on your website. Once a user enters a message he/she would be directed to WhatsApp
A. Creating the widget
On the source, page click on Create New button on the top right corner of the page. This will open the list of options. Select WhatsApp Website Chat in the Website section.
B. Widget Settings
I. Basic Details
Provide Name, Brand’s Whatsapp Number and website on which you want to place the widget.
II. Configure
Add a Profile Image (Brand Image) for WhatsApp Chat widget.
Add Title which is often the name of your bot.
In Subtitle, you can represent the purpose of the bot with phrases like ‘
‘How can I help you?’
A welcome message is like a call to action for the user. You can display a message
that would guide the user to begin the conversation.
III. Setup
Install The Morph.ai SDK and make sure you verify it.
You can Activate/Deactivate the widget from the options present here.
You can also test the widget from here.
3.2 WA Opt-In
Opt-in is the consent that you obtain from the user to send messages/updates to them. This is a mandatory
process to run an ethical automation process to serve your customers.
A. Creating an Opt-in widget
Click on Create New on the source page and from the Buttons section select Optin button.
B. Widget Settings
I. Basic Details
Provide Name, Brand’s Whatsapp Number and website on which you
want to place the widget.
II. Configure
The welcome message is displayed on the opt-in widget and is independent of the actual bot on WhatsApp. Add a Button Label, this is the name of the action button which the user will click to submit information. ( Send, Subscribe)
Opt-in Template: Once a user opts in to for your bot a message will be sent to the user informing them about opt-in and opt-out. This template has to be pre-approved by WhatsApp.
3.3 WA Redirect
The redirect button has an embedded link. Once the user clicks on this link they are redirected to WhatsApp,
if they have the app installed.
A. Creating a Redirect Button
Click on Create New on the source page and from the Buttons section select redirect button.
B. Widget Settings
I. Basic Details
Provide Name, Brand’s Whatsapp Number and website on which you want to place the widget.
II. Configure
Add a Welcome message which will be displayed to the user on WhatsApp when they are redirected. Select a Button size (Small, Medium), Select Button color (Green, White, Grey), Select a Button label ( Get this on WhatsApp, Send to
WhatsApp)
III. Setup
Install and verify Morph.ai SDK
Copy-paste the code in your websites source code to display the redirect button
You can activate or deactivate the button from the platform itself.
3.4 WA Link
You can share a link with your customers via email or SMS. When a user clicks on the link
they are redirected to WhatsApp if they have the app installed.
A. Creating a WA link
Click on Create New on the source page and from the Link section select WhatsApp link.
B. Configure
I. Basic Details
Provide Name and Brand’s Whatsapp Number
II. Configure
Add a Welcome message, this will be displayed when the user
Opens WhatsApp using the given link.
III. Setup
You can copy the link and use it in your Email or SMS marketing campaigns
