1. Understanding AutoReply Categories & Keywords

Before setting up AutoReply, it’s important to plan your response flow. Since chatbots only respond to keywords, think about the possible ways a customer might engage with your business. We recommend creating an AutoReply flow on a Word file or using ChatGPT to simulate responses.

💡 Example Use Case:

• A sales inquiry might begin with "Hi," "Hello," or "I’m interested."

• A support request might start with "Help," "Issue," or "Need assistance."

• Users might reply with "STOP" to opt out of messages.

By planning your chatbot’s response flow, you can create a smooth user experience.

2. Steps to Set Up AutoReply in WhatsEra

Step 1: Adding an AutoReply Category

1. Navigate to the AutoReply section.

2. Click on the "Add AutoReply" button.

3. Enter a Category Name (e.g., "Sales Bot" or "Support Bot").

   • You can name it based on your business function or WhatsApp account.

4. Click Save to create the category.

📝 Note:

• If no AutoReply categories exist, the page will initially be blank.

• You can create multiple categories to manage responses for different businesses or functions.

Step 2: Adding Keywords for AutoReply

1. Select the category you just created.

2. Click on the "Add Keyword" button on the right.

3. Enter the keywords that will trigger the AutoReply.

   • Example: Adding "Hey," "Hi," and "Hello" will trigger the same response for all three.

4. Click Save.

📝 Best Practices:

• Add multiple variations of a keyword to capture different ways users may type (e.g., "Hello" vs. "Hii").

• Avoid unnecessary spaces or symbols in keywords to prevent detection issues.

Step 3: Configuring Keyword Matching Methods

When adding a keyword, you will see three matching options:

1️⃣ Fuzzy Matching (Recommended)

• This method allows minor variations in spelling or capitalization.

• Example: If the keyword is "Hi", it will still trigger a response for "hi" or "hii".

• You can set a correction limit to define how closely the keyword should match before triggering an AutoReply.

2️⃣ Exact Matching

• The chatbot will only respond if the customer’s message exactly matches the keyword.

• Example: If "Hello" is the keyword, a message like "Hello there" will NOT trigger a response.

3️⃣ Contains Matching

• If the keyword exists anywhere in the message, the chatbot will respond.

• Example: If "Interested" is the keyword, then "Hi, I am interested" will still trigger a response.

✅ Best Practice:

• Use "Fuzzy" for general greetings (e.g., "Hi," "Hello").

• Use "Exact" for opt-out words like "STOP."

• Use "Contains" for phrases where keywords may appear in sentences (e.g., "I am interested in buying").

Step 4: Saving & Managing Keywords

After adding a keyword, you’ll see two buttons:
✅ Save – If you want to store the customer’s number when they respond with this keyword.
🚫 Unsubscribe – If you are adding an opt-out keyword like "STOP" to prevent further messages from being sent to that user.

📌 Important:

• If a user replies with "STOP," the system will automatically stop messaging that number.

• To resume messages, you must manually remove the number from the unsubscribe section.

Step 5: Configuring AutoReply Responses

Once you have added a keyword, the next step is to define what message will be sent when the keyword is detected.

Types of Responses You Can Set:
1️⃣ Template – Pre-designed message in templates.
2️⃣ Attachment – Send a file (PDF, image, etc.).
3️⃣ Link – Redirect users to a webpage.
4️⃣ Text – Send a text-based response.

💡 Example:
For the keyword "Interested", you can configure:
✔ A template with product details.
✔ A brochure as an attachment.
✔ A link to your landing page.
✔ A custom text message: "Thank you for your interest! A sales representative will contact you shortly."

🔹 Best Feature:

• You can combine multiple responses (e.g., sending a template + an attachment + a link together).

3. Activating AutoReply in Your WhatsApp Account

Even after setting up AutoReply, it will not work unless linked to your WhatsApp account.

How to Activate AutoReply for a WhatsApp Number:

1. Go to the WA Account section.

2. Choose the WhatsApp account where you want to enable AutoReply.

3. Click on the three dots (⋮) next to the account.

4. Select Edit and Add the AutoReply category you created.

5. Click Save.

🎉 Now, your AutoReply is fully functional, and messages will be sent automatically when customers use the defined keywords!

4. Important Notes & Best Practices

🔹 Plan Before Creating AutoReply:

• Design your keyword flow in advance using a Word file or ChatGPT.

• Think about what customers will ask and create responses accordingly.

🔹 Use the Right Matching Method:

• Fuzzy Matching for greetings and common words.

• Exact Matching for opt-out words like "STOP."

• Contains Matching for phrases where keywords appear inside longer messages.

🔹 Optimize Your Keywords:

• Add multiple variations of the same keyword (e.g., "Hello," "Hi," "Hey").

• Avoid using unnecessary spaces or special characters in keywords.

🔹 Ensure Proper Activation:

• AutoReply won’t work until linked to a WhatsApp account.

• Always test responses before launching to ensure they function as expected.

FAQs