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AI for business 4 min read

WhatsApp chatbot for your shop: what to set up first

A beginner friendly checklist for setting up a WhatsApp chatbot for a small shop: the questions to answer, rules to follow and mistakes to avoid.

On this page
  1. The 30 second version
  2. Why shops like WhatsApp
  3. Step 1: Choose your goal
  4. Step 2: Set up a business account
  5. Step 3: Write your answers
  6. Step 4: Design a simple conversation
  7. Step 5: Respect consent and privacy
  8. Frequently asked questions

The 30 second version

  • A WhatsApp chatbot can answer common shop questions and take simple enquiries any time.
  • Set up your business basics and answers first, before you think about fancy features.
  • Get permission before messaging customers, and make it easy for them to stop.
  • Keep a human available for anything the bot cannot handle.

Why shops like WhatsApp

Many customers in India already use WhatsApp daily. They ask about price, stock, timing and delivery in the same app they use for family. A WhatsApp chatbot meets them there, so you do not have to answer the same ten questions all day.

But a chatbot is a helper, not a magic fix. It works only as well as the information and rules you give it.

Step 1: Choose your goal

Decide what the bot should do first. Keep it small.

  • Share opening hours and location
  • Show a catalogue or list of items
  • Answer questions about delivery and returns
  • Take an order enquiry and pass it to you
  • Book an appointment or a visit

Pick one or two goals, not all of them.

Step 2: Set up a business account

Use a business account rather than a personal one. A business profile lets you add your shop name, address, hours, website and description. Official business access to automation usually needs approval and follows the platform's rules, so read the current terms from the official source before you build anything. Do not use unofficial tricks that risk getting your number blocked.

Step 3: Write your answers

List the questions your customers ask most. Write short, clear answers.

  1. Where are you and when are you open?
  2. What do you sell, and what are the prices or price ranges?
  3. Do you deliver, to where and how long does it take?
  4. What is your return or exchange policy?
  5. How can someone speak to a person?

Use simple language, not long paragraphs. Check each answer for accuracy.

Step 4: Design a simple conversation

Customer says Bot does
Hello or Hi Greets, shows 3 or 4 options
Asks for hours or location Replies with the details
Asks about an item Shares a short list or links to your catalogue
Asks for delivery Explains areas and timing
Wants to order Collects name and item, then tells you
Something unclear Offers to connect to a person

Keep menus short. Too many options confuse people.

Frequently asked questions

Do I need a developer to build a WhatsApp chatbot? Not always. Some tools are no-code, but check that they follow the platform's official rules.

Can I use my personal number? It is better to use a business account so your details and customers are kept separate.

Is it okay to message all my contacts? No. Message people only with their consent, and let them opt out.

What if the bot cannot answer? It should say so and hand the chat to a person.

How do I know if it works? Check whether customers get correct answers faster and whether enquiries become orders.

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