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Video Meeting Scheduling

Working with for customer answers

We will use the Receive Node to wait for a response from end user. In this case, the node will listen to both texts answers and buttons selections.

Add a Receive node to the canvas, and connect it to the previous WhatsApp node, and follow these steps to set it up:

  1. Click on Receive WhatsApp message

  2. For Max Timeout choose 120, and for From WhatsApp ID $(n2.whatsapp.waId)

  3. Now we will configure the node to listen to text and button messages: Select Reply Button Messages on Event Name , click on Add Another WhatsApp Event and choose Incoming Message

  4. Rename the node to `Receive - Text & Buttons' and Save it.

  5. Add a WhatsApp node, connect it to the Reply button orange dot and configure it to send a text message to the customer:

    Time Out

    This node will send a message to the customer if there is no answer received after the time out configured (120 seconds in this example)

Conditional statements

Now we will evaluate the customer answer and take difference decisions based on it.

  1. Add a Branch node to the canvas, and connect it ot the previous Receive node. When you click on the Branch node green button and drag to the branch node, you will get two options:

    Branch Node Events

    You have to choose one first, repeat the action and choose the second. Both whatsapp.mo and whatsapp.replybuttonsresponse events have to be connected to the Branch node.

  2. Configure the Branch node:

  • Edit the branch 'Branch1', rename it to 'Yes'

  • To choose the value in Variable, go to the Input Variables section at the right, click on the previous Receive node, Whatsapp - Reply Buttons and whatsapp.replyButtonIdentifier:

    Branch Buttons

    Make Condition = Equals and Value = yes

  • Click on OR and now choose Receive, Whatsapp - Incoming Message , whatsapp.message or the value in Variable:

    Branch Text Message

    Make Condition = Equals ignore case and Value = yes

  • Rename the Branch node to something like 'Yes or No', and Save

    In this example we are not creating a branch for the 'No' option.

Offer Scheduling options

  1. Add a WhatsApp node to the canvas, and connect it to the previous Branch node, choosing the 'Yes' event. Node settings:

    • Destination Type = WA ID
    • Destination = $(n2.whatsapp.waId)
    • Message Type = LIST
    • Header Text = Video Consultation Scheduling
    • MESSAGE BODY = Thank you $(customerName), please choose one of these options 👇 for your video session:
    • FOOTER TEXT = $(companyName)
    • LIST TITLE = Available Dates

    Click on Configure List Items and build this:

    List Items

    Note that you could also user variables inside the Description fields to have dynamic texts in your WA lists!

    Rename the node to something like 'Appointment Scheduling - List' and Save it.

  2. Add a Receive node to the canvas, and connect it ot the previous WhatsApp node. You can copy and paste the Receive Node you already created by selecting it and pressing CTRL+C and then CTRL+V.

Then you only need to change the Event Name to List Message, rename the node to something like 'Receive - List' and Save it.

Receive List

  1. Connect the Receive node orange dot (Time Out output) to the 'Time out' WhatsApp node created previously.

  2. Let's get now the customer selection for the specialist

  • Double-click on this very last Receive node that we created, and select Transaction Actions (Optional)

  • Add a new action

  • Under Action 1, select: Time = On-leave Action = Set variable Variable: add a new one selecting + ADD A NEW VARIABLE. Use specialist as Variable Name , you do not need to give any Default Value Once is the Variable is added, now you can give it as Value $(n13.whatsapp.listRowTitle)

    Set Variable

    Note that the node numbers maybe different, and how you can access the output of this very same Receive node under Output Variables.

  1. Select the 'Time out' WhatsApp node we created before, copy-paste it onto the canvas and connect it to the previous Receive node.

  • Now you only need to change the Message text to:

    Thank you, your video appointment is confirmed, you will receive a message with the link to join just before before it begins

  • Rename it to 'Thanks' and Save it

  1. To illustrate one more WhatsApp integration in Connect rich feature, now we will share with the customer one video with instructions.

  • Go to the 'Welcome' WhatsApp node we created at the beginning, select it, copy-paste it onto the canvas, and connect it with the previous WhatsApp node. Node settings:

    • File Type = Video
    • MIME Type = MP4
    • Payload = https://qaemailmedia.s3.amazonaws.com/3cd774f7-5b9b-4098-a88c-0b0ed969c80b/143381-782178679_small_4382330926417677.mp4
    • Caption = Please, watch this video with instructions for staying overnight at $(companyName)

    You can leave the rest of settings as they are

  • Rename the node to 'Video with instructions' and Save it.

  1. Now, to simulate that we are waiting for the Video appointment date, we will add a delay in the flow using the Delay node.
  • Add a new Delay node to the canvas, and connect it with the previous WhatsApp node
  • Edit it choosing 60 as the Time Out (In Seconds) Delay Time value

Now we are ready to create the meetings links and share them!