Chatbot Builder

How to send Template Carousel Manually and Dynamically From Chatbot

Sending Template Carousels manually and dynamically from the Chatbot allows businesses to deliver interactive and structured messages in an efficient way. Manual sending is useful for predefined content, while dynamic sending enables real-time data to be displayed using system variables or API responses. This flexibility helps in managing both fixed and data-driven communication within chatbot workflows.

Template Carousel - Manually

Step 1: Select WhatsApp Template Option

• In the Chatbot Builder, click on the Send Message arrow

• At the end of the options, select Send WhatsApp Template

Step 2: Configure Template and Cards

• Choose the required Carousel Template

• Select Choose Cards Manually

• Configure each card by:

  • Entering required text/messages

  • Adding button values (URL, action, etc.)

You can customize each card based on your requirement.

Step 3: WhatsApp Output View(Mobile)

• Once sent, the message will appear on WhatsApp as a carousel format

• Users can scroll through the cards and interact with the buttons

Template Carousel - Dynamically

Step 1: Create Data Lookup

• Initially, add a Data Lookup node in the chatbot flow

• For dynamic sending, a Data Lookup is required to fetch data

Step 2: Configure Data Lookup

• Select the required module

• Choose the appropriate action (e.g., Search Records)

• Apply necessary filter conditions

• Set the number of records (cards):

  • Minimum: 2

  • Maximum: 10

• Provide a variable name to store the response

Step 3: Select Template and Enable Dynamic Cards

• Add the Send WhatsApp Template Message node

• Choose the required Carousel Template

• Select the option Send Cards Dynamically

Step 4: Map Dynamic Fields

Select and map the required attributes:

• Media (image/video URL)

• Card values (text/content)

Ensure that the data fetched in Data Lookup matches the template structure, otherwise the carousel may not render correctly.

This approach is useful for sending product lists, promotional offers, and service details in a single message, allowing users to easily browse and take action. By supporting both manual and dynamic methods, it provides better control, scalability, and personalization, making chatbot interactions more effective and user-friendly.

How to send Text,Media, and Dynamic value Templates through Chatbot

Step 1: Select Template Option

• Go to Chatbot Builder

• Right-click on the flow and click on the arrow (→) from Send Message

• Scroll down and select Send WhatsApp Template

Step 2: Configure Template and Flow

• Choose the required approved template

• You can use templates that include:

  • Text

  • Media

  • Dynamic values

• After configuring the template:

  • Redirect the bot flow based on your requirement

  • For example, connect it to a Send Message node with a Thank You message

• End the flow after completing the setup

The template will be sent during the chatbot interaction based on the configured flow.