The entire process of building and launching your AI-powered customer support chatbot
PHASE 1: Project Planning (1–2 hours)
Step 1: Define Your Use Case
Answer the following:
- Where will this chatbot be used? (WhatsApp? Website? Both?)
- What types of questions should it handle? (e.g., delivery, returns, payments)
- Do you need it to escalate to a human?
Step 2: Collect FAQ Content
Build a spreadsheet or Notion table with:
- 15–50 frequently asked questions
- Clear, concise answers
- Optional: Variations of the same question
Need help? I can generate sample FAQ content based on your niche if you tell me your business type (e.g., clothing, electronics, logistics, etc.).
PHASE 2: Tool Setup (2–4 hours)
Option A: Chatbase (Best for Simplicity)
Go to https://www.chatbase.co
Sign up and click “Create Chatbot”
Upload your FAQ content (PDF, TXT, DOCX, or website link)
Customize chatbot name, tone, and responses
Test it using the sample chat panel
Copy embed code or connect via API
Pros: GPT-powered, very smart, no flowchart needed
Cons: Limited multichannel options
Option B: Tiledesk (Best for WhatsApp + Web + Human Handoff)
Go to https://www.tiledesk.com
Create a workspace and a project
Use the “Visual Flow Designer” to create conversation paths
Import or manually input FAQs using Q&A bots
Connect to WhatsApp via Twilio (explained below)
Embed on your site or integrate with Messenger, Telegram, etc.
Pros: Multichannel, human support, rich UI
Cons: Requires more setup time
PHASE 3: WhatsApp Integration (2–3 hours)
Step 1: Create a Twilio Account
- Sign up at twilio.com/whatsapp
- Set up a project and activate the WhatsApp sandbox
- Get a verified WhatsApp business number (or use sandbox for testing)
Step 2: Get API Credentials
- Account SID
- Auth Token
- WhatsApp number
Step 3: Link Twilio to Chatbot Platform
- In Chatbase or Tiledesk, go to Integrations > WhatsApp
- Paste in Twilio credentials
- Save and test sending a message from WhatsApp
Note: You may need to get WhatsApp Business API approval for production use.
PHASE 4: Testing & Launch (1–2 hours)
Step-by-Step Checklist:
- Test chatbot via web and WhatsApp
- Ask real customers or friends to try it
- Review how the bot responds
- Add fallback responses for unclear questions
- Ensure escalation to a human works (if needed)
- Set auto-reply greetings
PHASE 5: Automation & Enhancements
Integrate With Zapier or Make.com:
- Log new leads into Google Sheets
- Alert your phone or Slack when VIPs message
- Trigger follow-up emails after 24 hours
Add Features Later:
- Order tracking using API
- Multilingual chatbot (Chatbase supports translation)
- Product search using keyword match or AI
- CRM integrations (e.g., HubSpot, Notion, Airtable)
IF YOU Want Me to Help You Personally?
If you’d like, I can help you just contact me on this Email.Pastorgoddayissac@gmail.com
Informations needed from you are listed below.
- Write your FAQ content based on your business
- Build the chatbot structure (Chatbase or Tiledesk)
- Set up Twilio for WhatsApp
- Design and test everything
- Deliver a ready-to-use system
Let me know:
- Your business type (e.g., clothing store, digital services, logistics, etc.)
- Your preferred platform (Chatbase or Tiledesk)
- Whether you want WhatsApp-only or website + WhatsApp
Once you provide this info, I can draft:
- Your customized FAQ content
- Chatbot flow or training content
- Exact integration steps for your case
