Setup Guide
To enable commerce, you must sync your Meta (Facebook) Catalog with your WhatsApp Business Account (WABA).Create a Meta Catalog
All products must exist in a Facebook Catalog.
- If you already have one (e.g., for Instagram Shop), you can use it.
- If not, create one in your Meta Commerce Manager.
Connect Catalog to WABA
Link your Catalog to your WhatsApp Business Account inside Meta Business Manager.
A WABA can only be connected to one Catalog, but a single Catalog can serve multiple WABAs.
Connect Chatbot Builder AI
- Log in to Chatbot Builder AI.
- Navigate to Tools > Ecommerce.
- Click Connect Meta Catalog and follow the authorization prompts.
Sending Products to Users
You can proactively send products to customers in three ways:Flow: Send Products
Use the specific Send Products node in the Flow Builder. This allows you to pick specific items or variants to display as a native WhatsApp product message.
Flow: Collection
Use a Collection element to send a group of products. Note: Collections cannot display product variants directly.
Live Chat (Inbox)
Support agents can manually select and send products directly from the Inbox during a live conversation.
Automated Behaviors
The platform handles specific commerce events automatically.1. User Asks About a Product
If a customer sends a message like “Do you have this in blue?” while viewing a product:- The message appears in your Inbox with the product context attached.
- The system triggers the “User Asked About a Product” event.
- You can use the system variables
{{product_id}}or{{product_name}}in your automated reply flow.
2. User Sends a Shopping Cart
When a customer adds items and taps “Send Cart”:- The platform triggers the “WhatsApp Shopping Cart Sent” event.
- The user receives an automated message summarizing the cart with a Checkout button.
- Pro Tip: Use this trigger to notify your sales team immediately.
Checkout & Payment
Chatbot Builder AI provides a built-in checkout page supporting Stripe, PayPal, and Razorpay.- Order Creation: An order is officially created in the system only after the user completes the checkout payment.
- Manual Orders: If you prefer to handle payment manually (e.g., bank transfer), you can use the trigger “WhatsApp Shopping Cart Sent” to fire an action that marks an order as “Paid” or creates a draft order in your CRM.
Abandoned Cart Recovery
If a user sends a cart but does not complete the checkout within a set time, the system can automatically follow up. Configuration: Go to Tools > Ecommerce > Settings > General > Abandoned Cart Message.- You can customize the delay or disable this feature entirely if you prefer to build a custom recovery flow using Triggers.
Product Discovery (AI Search)
By default, customers can search for your products by sending messages like “Show me running shoes.”- The built-in AI matches the query to your product names.
- Disable Search: Go to Tools > Ecommerce > Settings > General > Search Products if you want to turn this off.
