How to Create a Good WhatsApp AI Flow

This course is designed to help business owners, digital marketers, and customer service teams understand how to design and implement an effective AI conversation flow for WhatsApp. Whether you're building a simple FAQ bot or a full sales funnel assistant, this course will give you practical guidance based on real-world applications using AiServe.

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Responsible	Ray Chung
Last Update	04/20/2025
Completion Time	3 hours 50 minutes
Members	2

Course
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Basic

Module 1: Introduction to WhatsApp AI

3Lessons · 45 min
- What is WhatsApp AI automation?
- Benefits for businesses
- Real-life use cases
Module 2: Understanding Your Users

3Lessons · 45 min
- Define your audience segments
- Identifying common entry points
- Setting clear goals for the AI flow
Module 3: Designing the Conversation Flow

3Lessons · 45 min
- How to structure menus (e.g., 1. Product Info, 2. Order Now, 3. Contact Us)
- Using buttons vs free text replies
- How to collect data (e.g., name, email, product interest)
Module 4: Handling Complex Scenarios

3Lessons · 35 min
- How to deal with unclear messages (fallback responses)
- When and how to escalate to a human
- Advanced WhatsApp AI flows can go beyond text. Add smart features to elevate experience
Module 5: Integration with CRM & Business Tools

3Lessons · 30 min
- Sync leads to CRM (e.g., Odoo)
- Google Calendar appointment integration
- Customer Insights & Performance Monitoring
Module 6: Testing, Feedback & Optimization

3Lessons · 30 min
- How to test your AI flow before launch
- Collecting structured feedback through WhatsApp
- Using performance data to optimize and improve results