Chatting with a System: How and Why to Properly Use WhatsApp Chatbots

Marvin Erdner1/17/2024

We show you what WhatsApp chatbots are and how to set them up step by step

Table of contents
  1. You need WhatsApp chatbots for this
  2. Sales:
  3. you can ask them - how could it be otherwise - via
In the areas of HR, Marketing, Sales and Customer Service, you now have numerous ways to reach your target audience. For recruiting, for example, newspaper advertisements and word of mouth have long been outdated in many cases. Online platforms, on the other hand, allow for a modern approach to potential applicants. However, an application often still needs to be sent awkwardly by mail or even by post before contact is established.
Advertising and customer acquisition are increasingly taking place online - via websites or social media. But getting people to visit your website at all is usually difficult or expensive.
However, there is a much better way to reach your target audience quickly, uncomplicatedly and most importantly at any time: via WhatsApp. The communication service has a market share of 82% of all internet users in Germany. And worldwide, the app is the most popular messenger. So why shouldn't you start the recruiting process or purchase approach on WhatsApp?
Using the service as a communication tool is not only worthwhile for HR teams, for example, but also for Sales, Marketing and Customer Support. We explain in this article how you can get your application process going via WhatsApp and what important role chatbots play in this.

You need WhatsApp chatbots for this

In order not to have to answer each individual message from your customers yourself, there are automation measures. These include chatbots that either use their own AI technology or are based on rules.
Artificial Intelligence is currently experiencing a real hype. For companies, it can significantly simplify everyday work. Media such as images and audio files can be generated. And texts may not only come from real people, but also from "machine hand". In addition, chatbots provide individual information in the form of a chat. ChatGPT is the most well-known example of such a chatbot: But there are more of these technologies and versatile communication possibilities for companies that you can benefit from.
Most people may not even notice that they are not chatting with other people, but with a bot. This is where WhatsApp comes into play again: If you use a chatbot exactly at the chat program par excellence, you can reach a large target audience and at the same time benefit from these advantages of rule-based chatbots:
  • Unlike emails, WhatsApp messages are almost always actually opened (according to WhatsApp itself, 98%) and do not end up in the spam folder. According to Mailchimp, however, an opening rate of email newsletters of over 20% is considered good. Since many people use the service all the time, there is an answer time of average one and a half minutes
  • . A quick response automatically increases your customer satisfaction.You can have recurring topics answered fully automated by chatbots and instead take care of the individual cases of your customers.If a WhatsApp chatbot can respond immediately to messages, you no longer need to be available yourself. In this way, your customers receive a
  • 24/7 response.Users are
  • not forced to necessarily be on a website to receive information.Human messages are prone to errors. Both in terms of content and language, you can expect a
  • consistent quality from chatbots.You can also take advantage of these benefits in specific cases, such as during recruiting: Potential applicants can choose from various options on WhatsApp and then receive videos and targeted information about the company and the vacant position. After that, they can provide personal data via chat and upload their CV - non-binding and convenient via smartphone. You can then pick people up when they are most likely to have time for applications, namely after work or on weekends.This is how you use WhatsApp chatbotsDue to the different areas of application and your requirements for a bot, there is a wide range of possibilities. From sending a WhatsApp newsletter to scheduling appointments to highly complex automations for written counselling interviews - the potential is large and can be adapted to your individual use case.
  • Firstly, it is important that you have recognized the benefits of WhatsApp as a suitable social media platform and that your company has a profile. Here you can already use a description and photo to input initial information and address your target audience. Due to the merger of WhatsApp with the social media giant Meta, its guidelines and the GDPR (Data Protection Regulation) apply.
Next, you should consider what you want to use a chatbot for. The example given above shows the benefits for the recruiting process. But HR is not the only area that will benefit from bot support in WhatsApp communication.

Sales:

You can either ask for important key data in advance or assign leads to the corresponding contact persons. Both automate and accelerate the direct sales process.
By using certain keywords on a topic, you can automatically send pre-formatted messages. Reminders to inactive customers are also conceivable.
  • Since these areas exist in most companies, chatbots offer a solution for many companies - especially for B2C sector brands. If you know how you will use a tool, all that's missing now is the chatbot itself.These tools are available for WhatsApp chatbots
  • Some providers of WhatsApp automations offer Chatbots Tools
  • . Here you have the agony of choice, which tool is best for your company and your business goals.Superchat
moinAI

Botario

LandbotSuperchat has a holistic messaging software for companies. This allows you to merge various digital communication channels such as WhatsApp, Facebook, Instagram, Google Business, Telegram, Email and SMS into a universal inbox.
Integration of several functions through the intuitive modular system
Management of newsletters and
  • online reviews.Team Chats
  • for internal communicationHow the superchat chatbot works in practice
  • When you use Superchat
  • , no coding knowledge is necessary. This saves your IT resources. The user interface of Superchat looks like this:In this example, the user can select an answer. Afterwards, the stored text is automatically sent and the

Customer Support

can be contacted.This is an example of an action chain where a feedback form is sent after a successful purchase.And this is an automation case: The chatbot assesses the customer's intention and forwards the person to the responsible team.
Bildschirmfoto 2024-01-02 um 17.33.24.png
You can find more instructions and examples for using Superchat on the tool provider's YouTube channel.Let's look at the example of external recruitment
Bildschirmfoto 2024-01-02 um 17.33.42.png
again with the possible functions: With Superchat you can ...
Bildschirmfoto 2024-01-02 um 17.32.23.png
... send predefined answers to questions about the position or application process, which are selected on the basis of triggers.
... ask beforehand using a quiz to what extent a candidate is suitable.
... receive applicant data before candidates have sent their CV.... play out future WhatsApp newsletters
Superchat

you can ask them - how could it be otherwise - via

WhatsApp
and see for yourself how automation and chatbot work. With tool support, your customer chat becomes a super chat.
Bei weiteren Fragen zu Superchat kannst du diese – wie sollte es anders sein – über WhatsApp stellen und dir selbst ein Bild davon machen, wie Automatisierung und Chatbot funktionieren. Mit Tool-Unterstützung wird dein Kunden-Chat zu einem super Chat.
Marvin Erdner

Marvin war bis Juli 2025 fester Redakteur bei OMR Reviews. Nach seinem Studium in Englisch und Spanisch an der Uni Augsburg zog der gebürtige Hannoveraner nach Hamburg. Dort ist er im Fitnessstudio, im Kino oder in einem der Sushirestaurants anzutreffen. Neben der Leidenschaft für Sprachen interessiert er sich für digitales Marketing und praktische Onlinetools.

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Software mentioned in the article

Product or service categories mentioned in the article

Chatbot
Chatbot software, often simply referred to as chatbots, are virtual assistants and are used in place of a human to perform certain tasks or provide information based on written or spoken requests. These can be both external, customer-oriented as well as internal, employee-oriented requests. Chatbots engage in a kind of conversation with users, for example in text form or acoustically, in order to then respond or perform certain functions.
Most chatbot software has a certain degree of natural language processing (NLP) to understand written and spoken language. However, they are primarily used with scripted conversations. This contrasts with intelligent virtual assistants with natural language understanding (NLU), which have the ability to conduct human-like conversations. Companies use chatbot tools or chatbots to automate tasks that previously had to be performed by humans. To do this, chatbots respond to user requests with output, that is, with a text or spoken response to the request.
In customer support software such as live chat tools, helpdesk software or customer center software, a chatbot is often already implemented as the first point of contact for customer inquiries. However, chatbots are also used in other software such as knowledge databases. Users can even use chatbots instead of certain query languages in some business intelligence systems to find data points. This is done by simply speaking or typing inquiries. The trend indicates that chatbots are being integrated into more and more software. Chatbot software can output outputs as the basis of original inquiries in writing or orally, enable the automation of tasks previously performed by humans, and are a standalone software and not just a conversation interface with Natural Language Processing (NLP).
Marketing Automation
Marketing Automation means making the various workflows around marketing and sales visible and optimally regulating and measuring them automatically. Corresponding software products often form a central marketing database and help to establish segmented, personalised and time-related customer contacts (e.g. sending an email). Many platforms offer overarching automation functions for various aspects of marketing - from email, social media, lead management to mail distribution or even telephone contact. A key component of marketing automation tools is the provision of analysis functions to determine the success of an entire campaign across segments and channels. Here, marketing campaigns are evaluated and various results from contacts to directly attributable sales are measured. Marketing automation products are often linked with CRM software, social media software and content management systems. In addition, many Marketing Automation Tools have an Email Marketing function.
Whatsapp Marketing
WhatsApp Marketing Software refers to a category of digital solutions specialized in optimizing, managing, and automating marketing activities via the popular messaging service WhatsApp. The benefits of this type of software extend across various business areas and aim to facilitate and make both the communication between companies and customers and internal communication and management processes more efficient. The focus is on using WhatsApp as a medium to deliver marketing messages targeted at a broad audience or specific customer segments. This can be done, for example, by sending messages, offers, product updates, or customer service information. Since WhatsApp has an enormous user base of over two billion people worldwide, it is a strategically significant platform for many brands and businesses to effectively reach and interact with their target audiences. To be included in the category of WhatsApp Marketing Software, a solution should have the following features and qualities: * Automated communication: The ability to send automated messages or campaigns to individual users or user groups. * Contact and list management: Effective management and segmentation of contacts and user lists to enable targeted communication. * Interaction management: Capabilities to regulate and manage interactions with users, including automated responses and chatbots. * Analysis and reporting: Provision of tools for analyzing the performance of sent messages and campaigns, including open rates, clicks, and conversions. * Compliance and data protection: Ensuring that communication and data management are in line with relevant data protection regulations (e.g., GDPR) and WhatsApp policies.

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