Verloop

Introduction

Verloop.io helps businesses deliver delightful experiences across channels. Verloop's conversational AI platform uses advanced NLP and ML to automatically resolve customer issues with natural language.

Use-cases

A. Travel and Hospitality (Informational) - A user booked a travel package and the you want to send a WhatsApp message to the user about the booking with the following options -
     1. Get invoice
     2. View itinerary
     3. Request call back 

B. Telecom (Conversion) - A user’s bill date due date is approaching. You want to send a reminder message on WhatsApp with the following options -

     1. View bill
     2. Clear dues 
     3. Open App

C. Fin-tech (Retention) - A user has a few unclaimed points. You want to intimate the change with the following options -

      1. Claim Rewards
      2. Earn Points
      3. Contact us

In each of these use cases, the user can respond to the WhatsApp message and your bot recipe will guide them through theie problem or connect them to your team.

MoEngage <> Verloop 

The MoEngage and Verloop integration allows you to seamlessly orchestrate the end-to-end customer lifecycle from initial outreach, routed into a conversational experience, and through to omni-channel follow-up(s) via intelligent retargeting.

Screenshot_2022-03-14_at_10.11.36_PM.png

Outreach needs to be created on your Verloop dashboard. The outreach are then triggered using MoEngage connector campaigns.

Integration

 

PREREQUISITES

  • Ensure you have a Verloop account.
  • Ensure you have access to your Verloop account APIs. You can access from your Verloop dashboard by navigating to Settings >> Chat >> API keys

 

Step 1: Create an outreach on Verloop 

Follow the steps here to create an outreach on Verloop. On the Verloop dashboard - 

Create new outreach 

  1. Navigate to Outreach. 
  2. Click on the ‘+ New Outreach’ button at the top right.
  3. Fill in the Name field to add a name to your campaign. 
  4. Channel is set as WhatsApp as default for now.
  5. Under Tags, add appropriate tags to easily identify and differentiate the campaign from the others.
  6. Choose the Trigger type as API Screenshot_2021-06-30_at_5.14.21_PM.png

Define outreach template 

1. To create a new message click the New Message button. You can also use an existing/approved template by selecting messages from the existing list.Screenshot_2021-06-30_at_5.16.33_PM.png
2. Click on ‘+ Add Approved Messages’. 

3. Under Message, add a template name.

4. Add your WhatsApp Template ID. 

5. Select your preferred language.

6. Under Template Type, select the format in which you want to show your messages, such as text, image or document.

7. Type in the Template message that you want to display in your campaign.

Enabling WhatsApp buttons (Optional)

1. There are 2 types of buttons: Call to action and Quick reply

2. WhatsApp allows a maximum of 2 buttons for Call to action and 3 buttons for Quick reply

   a. Call to action

       i. You can choose between 2 types:- Call phone number and Visit website

       ii. In the Call phone number button, you need to add a name for the button and enter the phone    number you want your users to call. 

       iii. In the Visit website button, you need to add a name for the button and enter the URL you want your users to go to. 

    b. Quick reply

       i. You can add up to 3 buttons under this option. 

       ii. Add the button names you want your users to see. 

Choose end action

In this step, once the end-user interacts with your campaign, you can immediately trigger the next step to drive your user to take an action.

  1. Head to Action.
  2. Under Action, click Bot Recipe if you want the conversation to progress according to the recipe you already have in place. For this, Under Bot recipe, select the dropdown to choose the recipe that best works for your campaign.
  3. Before publishing the campaign, you can also test it by sending it to your test contacts. Review the message in the campaign once again and hit Test.
  4. Set Live.

Step 2: Create a connector campaign on MoEngage 

To create a connector campaign on MoEngage, 

1. Navigate to Create Campaign >> Connectors >> Custom and choose delivery type most suitable to your needs Screenshot_2022-02-21_at_10.48.46_PM.png

2. On step 2 of the campaign 

  • Select method as POST
  • Add Webhook URL as : https://whatsappdemo.verloop.io/api/v1/Campaign/SendMessage
  • In Headers, add
    • Content-Type as application/json
    • Authorization  as your Verloop authentication key. 
  • In Body, choose Raw and copy paste the code from your Verloop outreach. Screenshot_2022-03-10_at_5.28.15_PM.png

Note- To copy your outreach code, Navigate to Outreach. Click Actions >> View details. You can click Copy code. Screenshot_2022-03-10_at_5.28.03_PM.png

3. At this point, your campaign should be ready to test and send. You can also test your connector configuration using the Test functionality available on Step 2 of Create Connector Campaign. Screen_Shot_2022-02-22_at_11.12.42_AM.png

If your test user successfully receives the message, your set-up is good to go. You can go ahead and Publish the campaign.

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