User Guide For Magento 2 WhatsApp AI Chatbot 

Magento 2 WhatsApp AI Chatbot connects WhatsApp with your Magento 2 store to offer instant, AI-powered customer support and product assistance.

Admins can enable or disable the chatbot, configure ChromaDB for smart response handling, and manage FAQs and chat history from the backend.

Customers can get product details, order info, invoices, and tracking links directly on WhatsApp, making the shopping experience faster and easier.

The extension ensures a secure and smooth setup using WhatsApp Business API, ChromaDB, and easy-to-follow configuration steps.

Also check out Magento 2 WhatsApp Order Notification to send instant order updates directly to customers on WhatsApp.

You can also go through the below video to get to know the functionality,

• Admin can enable or disable the WhatsApp AI Chatbot module.
• ChromaDB integration ensures fast and accurate AI-based responses.
• Customers can ask product details, queries & report issues on WhatsApp.
• AI chatbot answers using product name, attributes, ratings, and prices.
• Multilingual support enables chatbot conversations in multiple languages.
• Admin can manage FAQs and chat history directly from the backend.
• Customers receive order details, invoices, and tracking links on WhatsApp.
• Customers can search CMS pages and FAQs directly from the chatbot.
• Easy integration using WhatsApp Business API, ChromaDB & configuration files.

The installation is quite simple, just like the standard Magento 2 extensions.

Firstly, you need to log in to the Webkul Store, go to My Account>My Purchased Products section, verify, then download & extract content of zip folder on system.

Once the module zip extracts, follow the path src>app and then copy the app folder into the Magento 2 root directory on the server as shown below:

You need to run the following commands:

php bin/magento setup:upgrade

php bin/magento setup:di:compile

php bin/magento setup:static-content:deploy

php bin/magento indexer:reindex

php bin/magento cache:flush

php bin/magento generate:embeddings

php bin/magento generate:embeddings -p 1,2,3 -c 1,2,3 -f 1,2,3 -s 1,2,3

For translating the module language, navigate through src/app/code/Webkul/WhatsAppAIBot/i18n and edit the en_US.csv file.

Thereafter, rename the CSV as “en_US.CSV” and translate all right-side content after the comma in the Arabic language. After editing the CSV, save it.

Now, upload it to the path src/app/code/Webkul/WhatsAppAIBot/i18n where the installation of Magento 2 is on the server.

The module supports translation into Arabic; it supports both RTL and LTR languages.

The user can edit the CSV like the image below:

First, you have to log in to Meta. After that, you have to create an app in Meta by clicking My Apps.

Click on the Create app to set up the app, as shown in the snapshot below.

After clicking on the Create App, a page will appear as shown in the snapshot below.

The following details are required to be filled in to create the app:

• App name: Enter the name of the app.
• App contact email: Enter the email ID for contacting purposes.

After clicking on the Next button, select Other, then proceed to the Next page, as illustrated in the snapshot below.

Select the Business option from the list, then click Next, as shown in the snapshot below.

The following details are cross-checked to create the app, as shown in the snapshot below.

• App name: Enter the name of the app.
• App contact email: Enter a valid email ID.
• Business Portfolio: It is an optional field that requires you to connect your business portfolio from the dropdown.

Once the app has been created, it will be visible as shown in the snapshot below.

Go to the WhatsApp configuration and enter the Verify Token, as shown in the snapshot below.

Verify Token is used to validate the webhook configuration with WhatsApp.

The same token is also required for configuring the Magento 2 WhatsApp AI Chatbot.

Navigate to the WhatsApp API Setup and enter the Access Token, as shown in the snapshot below.

While setting up the API, an Access Token is generated in real time.

This token is used to validate the webhook configuration with the Magento 2 WhatsApp AI Chatbot

After the successful installation of the module, the admin can now configure it from the back end.

For this, the admin will navigate to Stores > Settings > Configurations > AI General Configuration, as shown in the snapshot below.

• Enable Module: Option to enable or disable the WhatsApp AI Chatbot module.
• ChromaDB Endpoint: URL of the ChromaDB server (used for AI memory/search functionality).
• ChromaDB API Version: Dropdown to select the API version 1 of ChromaDB, works only with.
• Delete ChromaDB Collections: Button to clear/reset saved collections in ChromaDB.

• Enable: Toggle to enable/disable WhatsApp Business integration.
• Server Endpoint: The endpoint URL for the WhatsApp server.
• API Key: Secret key used for secure communication.
• App ID: WhatsApp App ID (from Meta Developer account).
• Phone Number ID: ID of the WhatsApp Business phone number.
• WhatsApp Token: Token provided by Meta to authenticate API requests.
• Verify Token: Token used to verify webhook configuration with WhatsApp.
• Version: The version of WhatsApp API being used (e.g., v22.0).
• Welcome Message: The first automated message that customers receive when they start a chat.
• Conversation End Time: A scheduled cron job that ends inactive WhatsApp AI chatbot sessions after a set period of no user response.

Once all the details are configured, click on Save Config to apply the changes on the frontend.

For this, the admin will go to WhatsApp AI Chatbot > Chat History, as shown in the snapshot below.

The admin can view and manage complete chat records between customers and the chatbot.

For this, the admin will navigate to WhatsApp AI Chatbot > Chat Reports, as shown in the snapshot below.

The admin can view reports of customer conversations to measure chatbot effectiveness and improve support quality.

For this, the admin will go to WhatsApp AI Chatbot > Manage FAQ, as shown in the snapshot below.

Allows the admin to add, edit & delete FAQs, enabling the chatbot to provide accurate & timely responses to customer inquiries.

By clicking on Add New FAQ button, the admin can create a new FAQ entry as shown in the snapshot below.

For this, the admin will navigate to the Content > Pages, as illustrated in the snapshot below.

The admin can seamlessly sync and manage store CMS pages, including options to edit, delete, and view pages.

By clicking on the Add New Page button, the admin can create a new page with details as shown in the snapshot below.

This integration allows the chatbot to deliver automated and accurate responses to customer queries.

The customer is allowed to update their registered WhatsApp number, as shown in the snapshot below.

Customers will receive a welcome message whenever they add or update their WhatsApp number while editing their account information on the store.

It enables registered users to quickly navigate and interact with the store for instant support, as shown in the snapshot below.

This panel shows all options for all the registered users to access through the AI Chatbot.

The chatbot efficiently addresses users’ general inquiries by providing accurate and contextually relevant responses, as shown in the snapshot below.

WhatsApp AI Chatbot promptly provides users with their order information, ensuring quick and seamless access to order details, as shown below.

WhatsApp AI Chatbot enables users to conveniently download their invoices, ensuring quick and hassle-free access, as shown in the given snapshot.

WhatsApp AI Chatbot instantly shares the order tracking link, allowing users to monitor their shipment status with ease, as shown in the snapshot below.

WhatsApp AI Chatbot promptly delivers comprehensive product information, ensuring users have quick access to essential details, as shown below.

WhatsApp AI Chatbot allows users to conveniently report any issues, ensuring quick resolution and improved support, as illustrated below in the snapshot.

If you have any questions, suggestions, or customization requests, feel free to contact us at support@webkul.com or submit a ticket at webkul.uvdesk.com.

Explore our Magento Development Services to Hire Magento Developers who can help you build a powerful, scalable & custom e-commerce online store.