In May 2022, Meta (the company formerly known as Facebook, which owns WhatsApp) announced that they were opening up the WhatsApp Business API to the public. This article intends to welcome you to Meta’s world of opportunities, where WhatsApp chatbots can help you generate leads, receive orders, schedule appointments, run surveys, take customer feedback, provide scalable customer support, send invoices and receipts, and more.
This tutorial will dive deep into the technical bits of building a WhatsApp chatbot from scratch through the following sections:
- Step 1: Configuring our app on the Meta Developer dashboard
- Step 2: Setting up Webhooks to receive messages
- Step 3: Writing our business logic
- Configuring an ecommerce data source
- Configuring customer sessions
- Initializing our WhatsApp Cloud API
- Understanding and responding to our customer’s intent
- Fetching products by category
- Building sessions to store customer carts
- Writing the checkout logic
- Writing our printable invoice logic
- Displaying read receipts to customers
- Final thoughts
By the end of this tutorial, you will have created your own WhatsApp chatbot, as shown in the video below:
Our tutorial focuses on a simple mom-and-pop ecommerce shop that sells household items and fast fashion. The business will have a WhatsApp chatbot where customers can browse and buy from the ecommerce store.
Every ecommerce store needs products (prices, names, descriptions etc.), and for this tutorial, we will use the dummy products from FakeStoreAPI.
Prerequisites
Before we proceed, this article assumes that:
- You have a valid Meta developer account. If you don’t, please check out https://developers.facebook.com/
- You are knowledgeable in JavaScript and Node.js
- You have installed ngrok
Step 1: Configuring our app on the Meta Developer dashboard
The first step to using any of Meta’s APIs is to create an app on the Meta dashboard, which is free to do.
- While logged in to your Meta developer account, navigate to https://developers.facebook.com/apps
- Click Create app
- In the screen that follows, select the app type Business
- Next, fill in the name of your app and your email address, and then select the page/business that you want to associate with this app
- After submitting the form, you will be ushered into a screen that looks like this:
On this screen, select WhatsApp and click its Set up button.
You will then be ushered into a new screen, as shown below.
On this screen, take note of:
- The App ID, which is the ID associated with our Meta app. Mine is
1184643492312754
- The Temporary access token, which expires after 24 hours. Mine starts with
EAAQ1bU6LdrIBA
… - The Test phone number, which we’ll use to send messages to customers. Mine is
+1 555 025 3483
- The Phone number ID. Mine is
113362588047543
- The WhatsApp Business Account ID. Mine is
102432872486730
- The Phone number ID. Mine is
Please note that the temporary access token expires after 24 hours, at which time we’ll need to renew it. When you switch your app to live mode, you can apply for a permanent access token, which we don’t need to do as our app is in development mode.
The phone number ID and WhatsApp business account ID are tied to the test phone number.
Next, let’s add a phone number to use for receiving messages.
In development mode, Meta restricts us to five recipient numbers for reasons to do with preventing spam/misuse. In live/production mode, the number represents the phone numbers of our customers.
Click Select a recipient phone number and add your own WhatsApp number, as shown in the screenshot below:
After adding your recipient number, you will see a screen that looks like the one below. If it is your first time adding your phone number to Meta platforms — such as Facebook Pages, Meta Business suite, or the Meta developer dashboard — you will receive an OTP message from Facebook Business that prompts you to verify that you actually own the recipient number.
Testing our setup
Let’s test if everything up to this step worked well. We will do this by clicking the Send Message button.
If all is well, you should see a message in your WhatsApp inbox from your test number.
Up to this point, we are doing well! Take a pause and open your code editor. Don’t close your browser tab yet because we will be back in the Meta Developer dashboard in a few minutes.
Step 2: Setting up webhooks to receive messages
Now that our setup can successfully send messages, let’s set up a way to receive messages. Time to get our hands dirty and immerse ourselves in writing code. All the code we’ll write for this tutorial is in this GitHub repository.
Create a new folder to contain our project. Open this folder in a terminal and run the below script:
npm init ---yes
Next, we install some packages:
npm install express pdfkit request whatsappcloudapi_wrapper npm install nodemon --dev
Here’s a brief explanation of each:
- The
express
package is important for setting up our server. The server will contain a route that will act as our webhook - The
pdfkit
package will be used to generate invoices for our customers when they check out - The
request
package will help us run fetch requests to the FakeStoreAPI - The
whatsappcloudapi_wrapper
helps us send and receive WhatsApp messages
Next, we are going to create three files:
./app.js
./.env.js
./routes/index.js
In our ./.env.js
file, type in the below code:
const production = { ...process.env, NODE_ENV: process.env.NODE_ENV || 'production', }; const development = { ...process.env, NODE_ENV: process.env.NODE_ENV || 'development', PORT: '9000', Meta_WA_accessToken:'EAAKGUD3eZA28BADAJOmO6L19TmZAIEUpdFGHEGHX5sQ3kk4LDQLlnyh607rKSr0x2SAOPJS0kXOUZAhRDIPPGs4vcXQCo2DnfSJMnnIzFW7vaw8EuL7A0HjGZBwE8VwjRnBNam0ARLmfyOCEh1', Meta_WA_SenderPhoneNumberId: '113362588047543', Meta_WA_wabaId: '102432872486730', Meta_WA_VerifyToken: 'YouCanSetYourOwnToken', }; const fallback = { ...process.env, NODE_ENV: undefined, }; module.exports = (environment) => { console.log(`Execution environment selected is: "${environment}"`); if (environment === 'production') { return production; } else if (environment === 'development') { return development; } else { return fallback; } };
In the same ./.env.js
file:
- Replace the value of
Meta_WA_accessToken
with the temporary access token for your Meta app - Replace the value of
Meta_WA_SenderPhoneNumberId
with your phone number ID - Replace the value of
Meta_WA_wabaId
with your WhatsApp Business Account ID - Set your own value for the
Meta_WA_VerifyToken
. It can be either a string or number; you will see how we use it in the webhooks step
The code above first imports the current environment variables and destructures them, then adds new environment variables and exports the combination of the two as an object.
In the file ./app.js
file, insert the below code:
process.env = require('./.env.js')(process.env.NODE_ENV || 'development'); const port = process.env.PORT || 9000; const express = require('express'); let indexRoutes = require('./routes/index.js'); const main = async () => { const app = express(); app.use(express.json()); app.use(express.urlencoded({ extended: false })); app.use('/', indexRoutes); app.use('*', (req, res) => res.status(404).send('404 Not Found')); app.listen(port, () => console.log(`App now running and listening on port ${port}`) ); }; main();
The first line of the code block above simply imports the ./.env.js
file and assigns it to process.env
, which is a globally accessible object in Node.js.
In the file ./routes/index.js
, insert the below code:
'use strict'; const router = require('express').Router(); router.get('/meta_wa_callbackurl', (req, res) => { try { console.log('GET: Someone is pinging me!'); let mode = req.query['hub.mode']; let token = req.query['hub.verify_token']; let challenge = req.query['hub.challenge']; if ( mode && token && mode === 'subscribe' && process.env.Meta_WA_VerifyToken === token ) { return res.status(200).send(challenge); } else { return res.sendStatus(403); } } catch (error) { console.error({error}) return res.sendStatus(500); } }); router.post('/meta_wa_callbackurl', async (req, res) => { try { console.log('POST: Someone is pinging me!'); return res.sendStatus(200); } catch (error) { console.error({error}) return res.sendStatus(500); } }); module.exports = router;
Next, open the terminal and run:
nodemon app.js
The Express server will run on port 9000.
Next, open another, separate terminal and run:
ngrok http 9000
This command exposes our Express app to the broader internet. The goal here is to set up a webhook that WhatsApp Cloud can ping.
Take note of the URL that ngrok assigns to your Express server. In my example, ngrok issued me this URL: https://7b9b-102-219-204-54.ngrok.io
. Keep both the Express server and the ngrok terminal running.
Next, let’s resume our work in the Meta Developer dashboard. Scroll to the part titled Configure Webhooks to receive messages, and click Configure Webhooks. The link will display a page that looks like the screenshot below:
Click the Edit button and a pop-up will show up.
In the Callback URL field, paste in the URL that ngrok issued to you and append it with the callback route, as in the ./routes/index.js
directive. My full URL, in this case, is https://7b9b-102-219-204-54.ngrok.io/meta_wa_callbackurl
.
In the Verify token field, enter the value of the Meta_WA_VerifyToken as it appears in your ./.env.js
file.
Then click Verify and save.
If you configured this well, you will see a console.log
message in your Express server’s terminal that says:
GET: Someone is pinging me!
Configuring our Express server
Now, let’s make our Express server receive subscription messages from Meta.
On the same Meta Developers dashboard screen, click Manage and a pop-up will appear.
Select Messages and click Test, which is on the same row.
You should see a console.log
message in your Express server’s terminal that says:
POST: Someone is pinging me!
If you saw this, get back to the same pop-up and click Subscribe in the same message row. Afterwards, click Done.
Step 3: Writing our business logic
Configuring an ecommerce data source
First, we’ll set up our logic to fetch data from FakeStoreAPI, generate a PDF invoice, and generate a dummy order pick-up location. We will wrap this logic into a JavaScript class, which we’ll then import into our app’s logic.
Create a file and name it ./utils/ecommerce_store.js
. In this file, paste the following code:
'use strict'; const request = require('request'); const PDFDocument = require('pdfkit'); const fs = require('fs'); module.exports = class EcommerceStore { constructor() {} async _fetchAssistant(endpoint) { return new Promise((resolve, reject) => { request.get( `https://fakestoreapi.com${endpoint ? endpoint : '/'}`, (error, res, body) => { try { if (error) { reject(error); } else { resolve({ status: 'success', data: JSON.parse(body), }); } } catch (error) { reject(error); } } ); }); } async getProductById(productId) { return await this._fetchAssistant(`/products/${productId}`); } async getAllCategories() { return await this._fetchAssistant('/products/categories?limit=100'); } async getProductsInCategory(categoryId) { return await this._fetchAssistant( `/products/category/${categoryId}?limit=10` ); } generatePDFInvoice({ order_details, file_path }) { const doc = new PDFDocument(); doc.pipe(fs.createWriteStream(file_path)); doc.fontSize(25); doc.text(order_details, 100, 100); doc.end(); return; } generateRandomGeoLocation() { let storeLocations = [ { latitude: 44.985613, longitude: 20.1568773, address: 'New Castle', }, { latitude: 36.929749, longitude: 98.480195, address: 'Glacier Hill', }, { latitude: 28.91667, longitude: 30.85, address: 'Buena Vista', }, ]; return storeLocations[ Math.floor(Math.random() * storeLocations.length) ]; } };
In the code above, we have created a class called EcommerceStore
.
The first method, _fetchAssistant
, receives an endpoint that it uses to ping fakestoreapi.com.
The following methods act as query builders for the first method:
getProductById
receives a product ID and then gets data pertaining to that specific productgetAllCategories
fetches all of the categories that are in fakestoreapi.comgetProductsInCategory
receives a category of products and then proceeds to fetch all of the products in that specific category
These query builders will invoke the first method.
Moving on, the method generatePDFInvoice
receives a piece of text and a file path. It then creates a PDF document, writes the text on it, and then stores the document in the file path provided.
The method generateRandomGeoLocation
simply returns a random geolocation. This method will be useful when we send our shop’s order pick-up location to a customer who wants to pick up their item.
Configuring customer sessions
To handle our customer journey, we need to keep a session that includes a customer profile and their cart. Each customer will, therefore, have their own unique session.
In production, we could use a database like MySQL, MongoDB, or something else resilient, but to keep our tutorial lean and short, we will use ES2015’s Map
data structure. With Map
, we can store and retrieve specific, iterable data, such as unique customer data.
In your ./routes/index.js
file, add the following code just above router.get('/meta_wa_callbackurl', (req, res)
.
const EcommerceStore = require('./../utils/ecommerce_store.js'); let Store = new EcommerceStore(); const CustomerSession = new Map(); router.get('/meta_wa_callbackurl', (req, res) => {//this line already exists. Add the above lines
The first line imports the EcommerceStore
class, while the second line initializes it. The third line creates the customer’s session that we will use to store the customer’s journey.
Initializing our WhatsApp Cloud API
Remember the whatsappcloudapi_wrapper
package that we installed earlier? It’s time to import and initialize it.
In the ./routes/index.js
file, add the following lines of code below the Express router declaration:
const router = require('express').Router(); // This line already exists. Below it add the following lines: const WhatsappCloudAPI = require('whatsappcloudapi_wrapper'); const Whatsapp = new WhatsappCloudAPI({ accessToken: process.env.Meta_WA_accessToken, senderPhoneNumberId: process.env.Meta_WA_SenderPhoneNumberId, WABA_ID: process.env.Meta_WA_wabaId, });
The following values are environment variables we defined in our ./.env.js
file:
process.env.Meta_WA_accessToken
process.env.Meta_WA_SenderPhoneNumberId
process.env.Meta_WA_wabaId
We initialize the class WhatsAppCloudAPI with the three values above and name our instance Whatsapp
.
Next, let’s parse all the data that is coming into the /meta_wa_callbackurl
POST webhook. By parsing the body of the requests, we will be able to extract messages and other details, like the name of the sender, the phone number of the sender, etc.
Please note: All the code edits we make from this point will be entirely made in the
./routes/index.js
file.
Add the following lines of code below the opening bracket of the try{
statement:
try { // This line already exists. Add the below lines let data = Whatsapp.parseMessage(req.body); if (data?.isMessage) { let incomingMessage = data.message; let recipientPhone = incomingMessage.from.phone; // extract the phone number of sender let recipientName = incomingMessage.from.name; let typeOfMsg = incomingMessage.type; // extract the type of message (some are text, others are images, others are responses to buttons etc...) let message_id = incomingMessage.message_id; // extract the message id }
Now, when a customer sends us a message, our webhook should receive it. The message is contained in the webhook’s request body. To extract useful information out of the body of the request, we need to pass the body into the parseMessage
method of the WhatsApp instance.
Then, using an if
statement, we check whether the result of the method contains a valid WhatsApp message.
Inside the if
statement, we define incomingMessage
, which contains the message. We also define other variables:
recipientPhone
is the number of the customer who sent us a message. We will send them a message reply, hence the prefix “recipient”recipientName
is the name of the customer that sent us a message. This is the name they have set for themselves in their WhatsApp profiletypeOfMsg
is the type of message that a customer sent to us. As we will see later, some messages are simple texts, while others are replies to buttons (don’t worry, this will make sense soon!)message_id
is a string of characters that uniquely identifies a message we’ve received. This is useful when we want to do tasks that are specific to that message, such as mark a message as read
Up to this point, all seems well, but we will confirm shortly.
Understanding and responding to our customer’s intent
Since our tutorial will not dive into any form of AI or natural language processing (NLP), we are going to define our chat flow with simple if…else
logic.
The conversation logic starts when the customer sends a text message. We won’t look at the message itself, so we won’t know what they intended to do, but we can tell the customer what our bot can do.
Let’s give our customer a simple context, to which they can reply with a specific intent.
We will give the customer two buttons:
- One that lets us know they want to speak to an actual human, not a chatbot
- Another to browse products
To do this, insert the following code below message_id
:
if (typeOfMsg === 'text_message') { await Whatsapp.sendSimpleButtons({ message: `Hey ${recipientName}, \nYou are speaking to a chatbot.\nWhat do you want to do next?`, recipientPhone: recipientPhone, listOfButtons: [ { title: 'View some products', id: 'see_categories', }, { title: 'Speak to a human', id: 'speak_to_human', }, ], }); }
The if
statement above only lets us handle text messages.
The sendSimpleButtons
method allows us to send buttons to a customer. Take note of the title
and id
properties. The title
is what the customer will see, and the id
is what we’ll use to know which button the customer clicked.
Let’s check if we did this right. Open your WhatsApp app and send a text message to the WhatsApp business account.
If you get a response like the screenshot above, congratulations! You just sent your first message via the WhatsApp Cloud API.
Since the customer may click either of the two buttons, let’s also take care of the Speak to a human button.
Outside the if
statement of the text_message
logic, insert the following code:
if (typeOfMsg === 'simple_button_message') { let button_id = incomingMessage.button_reply.id; if (button_id === 'speak_to_human') { await Whatsapp.sendText({ recipientPhone: recipientPhone, message: `Arguably, chatbots are faster than humans.\nCall my human with the below details:`, }); await Whatsapp.sendContact({ recipientPhone: recipientPhone, contact_profile: { addresses: [ { city: 'Nairobi', country: 'Kenya', }, ], name: { first_name: 'Daggie', last_name: 'Blanqx', }, org: { company: 'Mom-N-Pop Shop', }, phones: [ { phone: '+1 (555) 025-3483', }, { phone: '+254712345678', }, ], }, }); } };
The above code performs two actions:
- Sends a text message to tell the user they’ll receive a contact card, using the
sendText
method - Sends a contact card using the
sendContact
method
This code also detects the user’s intent using the ID of the button the user clicked (in our case, the ID is the incomingMessage.button_reply.id
), and then it responds with the two action options.
Now, return to WhatsApp and click Speak to a human. If you did this right, you will see a reply that looks as follows:
When you click the contact card you received, you should see the following:
Next, let’s work on the View some products button.
Inside the simple_button_message if
statement, but just below and outside the speak_to_human if
statement, add the following code:
if (button_id === 'see_categories') { let categories = await Store.getAllCategories(); await Whatsapp.sendSimpleButtons({ message: `We have several categories.\nChoose one of them.`, recipientPhone: recipientPhone, listOfButtons: categories.data .map((category) => ({ title: category, id: `category_${category}`, })) .slice(0, 3) }); }
Here is what the above code does:
- The
if
statement ensures that the user clicked the View some products button - Fetches product categories from
FakeStoreAPI
via thegetAllCategories
method - Limits the number of buttons to three using the array method —
slice(0,3)
— because WhatsApp only allows us to send three simple buttons - It then loops through each category, creating a button with a
title
and a unique ID that is prefixed withcategory_
- With the
sendSimpleButtons
method, we send these buttons to the customer
Return again to your WhatsApp app and click See more products. If you did the above steps right, you should see a reply that looks like the screenshot below:
Fetching products by category
Now, let us create the logic to get products in the category that the customer selected.
Still inside the simple_button_message if
statement, but below and outside the see_categories if
statement, add the following code:
if (button_id.startsWith('category_')) { let selectedCategory = button_id.split('category_')[1]; let listOfProducts = await Store.getProductsInCategory(selectedCategory); let listOfSections = [ { title: ` Top 3: ${selectedCategory}`.substring(0,24), rows: listOfProducts.data .map((product) => { let id = `product_${product.id}`.substring(0,256); let title = product.title.substring(0,21); let description = `${product.price}\n${product.description}`.substring(0,68); return { id, title: `${title}...`, description: `$${description}...` }; }).slice(0, 10) }, ]; await Whatsapp.sendRadioButtons({ recipientPhone: recipientPhone, headerText: `#BlackFriday Offers: ${selectedCategory}`, bodyText: `Our Santa has lined up some great products for you based on your previous shopping history.\n\nPlease select one of the products below:`, footerText: 'Powered by: BMI LLC', listOfSections, }); }
The if
statement above confirms that the button the customer clicked was indeed the button that contains a category.
The first thing we do here is extract the specific category from the ID of the button. Then, we query our FakeStoreAPI for products that belong to that specific category.
After querying, we receive the list of products inside an array, listOfProducts.data
. We now loop through this array, and for each product in it we extract its price, title, description, and ID.
We append product_
to the id
, which will help us pick up a customer’s selection in the next step. Make sure you trim the length of the ID, title, and description in accordance with WhatsApp Cloud API’s radio button (or list) restrictions.
We then return three values: ID, title, and description. Since WhatsApp only allows us a maximum of 10 rows, we will limit the number of products to 10 using the array method .slice(0,10)
.
After that, we invoke the sendRadioButtons
method to send the products to the customers. Take note of the properties headerText
, bodyText
, footerText
, and listOfSections
.
Return to the WhatsApp app and click any category of products. If you followed the instructions right, you should see a reply that looks like the screenshot below:
When you click Select a product, you should see the following screen:
At this point, customers can select a product they find interesting, but can we know what they have selected? Not yet, so let us work on this part.
Outside the simple_button_message if
statement, let us add another if
statement:
if (typeOfMsg === 'radio_button_message') { let selectionId = incomingMessage.list_reply.id; // the customer clicked and submitted a radio button }
Inside the above if
statement and just below the selectionId
, add the following code:
if (selectionId.startsWith('product_')) { let product_id = selectionId.split('_')[1]; let product = await Store.getProductById(product_id); const { price, title, description, category, image: imageUrl, rating } = product.data; let emojiRating = (rvalue) => { rvalue = Math.floor(rvalue || 0); // generate as many star emojis as whole number ratings let output = []; for (var i = 0; i < rvalue; i++) output.push(''); return output.length ? output.join('') : 'N/A'; }; let text = `_Title_: *${title.trim()}*\n\n\n`; text += `_Description_: ${description.trim()}\n\n\n`; text += `_Price_: $${price}\n`; text += `_Category_: ${category}\n`; text += `${rating?.count || 0} shoppers liked this product.\n`; text += `_Rated_: ${emojiRating(rating?.rate)}\n`; await Whatsapp.sendImage({ recipientPhone, url: imageUrl, caption: text, }); await Whatsapp.sendSimpleButtons({ message: `Here is the product, what do you want to do next?`, recipientPhone: recipientPhone, listOfButtons: [ { title: 'Add to cart', id: `add_to_cart_${product_id}`, }, { title: 'Speak to a human', id: 'speak_to_human', }, { title: 'See more products', id: 'see_categories', }, ], }); }
The above code does the following:
- Extracts the product ID from the radio button the customer clicked
- Queries FakeStoreAPI with that product ID
- When it receives and extracts the product’s data, it formats the text. WhatsApp uses underscores to render text in italics, while asterisks render text in bold
- Render star emoji using the
emojiRating
function. If a rating is 3.8, it will render three star emojis - Attaches the product’s image to the rendered text and sends it using the
sendImage
method
After this, we send the customer a list of three buttons using the sendSimpleButtons
. One gives the customer an opportunity to add products to their cart. Take note of the button ID that is prefixed with add_to_cart_
.
Now, return to your WhatsApp app and select a product. If you followed the instructions correctly, you should see a reply that looks like the following screenshot:
Building sessions to store customer carts
To keep track of the products a customer adds to their cart, we need to have a place to store the cart items. Here is where CustomerSession
comes into play. Let’s add some logic to it.
Outside the radio_button_message if
statement, and just below the message_id
declaration, add the following code:
let message_id = incomingMessage.message_id; // This line already exists. Add the below lines... // Start of cart logic if (!CustomerSession.get(recipientPhone)) { CustomerSession.set(recipientPhone, { cart: [], }); } let addToCart = async ({ product_id, recipientPhone }) => { let product = await Store.getProductById(product_id); if (product.status === 'success') { CustomerSession.get(recipientPhone).cart.push(product.data); } }; let listOfItemsInCart = ({ recipientPhone }) => { let total = 0; let products = CustomerSession.get(recipientPhone).cart; total = products.reduce( (acc, product) => acc + product.price, total ); let count = products.length; return { total, products, count }; }; let clearCart = ({ recipientPhone }) => { CustomerSession.get(recipientPhone).cart = []; }; // End of cart logic if (typeOfMsg === 'text_message') { ... // This line already exists. Add the above lines...
The code above checks whether a customer’s session has been created. If it has not been created, it creates a new session that is uniquely identified by the customer’s phone number. We then initialize a property called cart
, which starts out as an empty array.
The addToCart
function takes in a product_id
and the number of the specific customer. It then pings the FakeStoreAPI for the specific product’s data and pushes the product into the cart
array.
Then, the listOfItemsInCart
function takes in the phone number of the customer and retrieves the associated cart
, which is used to calculate the number of products in the cart and the sum of their prices. Finally, it returns the items in the cart and their total price.
The clearCart
function takes in the phone number of the customer and empties that customer’s cart.
With the cart logic done, let’s build the Add to Cart button. Inside the simple_button_message if
statement and below its button_id
declaration, add the following code:
if (button_id.startsWith('add_to_cart_')) { let product_id = button_id.split('add_to_cart_')[1]; await addToCart({ recipientPhone, product_id }); let numberOfItemsInCart = listOfItemsInCart({ recipientPhone }).count; await Whatsapp.sendSimpleButtons({ message: `Your cart has been updated.\nNumber of items in cart: ${numberOfItemsInCart}.\n\nWhat do you want to do next?`, recipientPhone: recipientPhone, listOfButtons: [ { title: 'Checkout ', id: `checkout`, }, { title: 'See more products', id: 'see_categories', }, ], }); }
The above code extracts the product ID from the button the customer clicked, then invokes the addToCart
function to save the product into the customer’s session’s cart. Then, it extracts the number of items in the customer’s session’s cart and tells the customer how many products they have. It also sends two buttons, one of which allows the user to check out.
Take note of the button ID and go back to your WhatsApp app. Click Add to cart. If you followed the instructions well, you should see a reply that resembles the below screenshot:
Now that our customers can add items to the cart, we can write the logic for checking out.
Writing the checkout logic
Inside the simple_button_message if
statement but outside the add_to_cart_ if
statement, add the following code:
if (button_id === 'checkout') { let finalBill = listOfItemsInCart({ recipientPhone }); let invoiceText = `List of items in your cart:\n`; finalBill.products.forEach((item, index) => { let serial = index + 1; invoiceText += `\n#${serial}: ${item.title} @ $${item.price}`; }); invoiceText += `\n\nTotal: $${finalBill.total}`; Store.generatePDFInvoice({ order_details: invoiceText, file_path: `./invoice_${recipientName}.pdf`, }); await Whatsapp.sendText({ message: invoiceText, recipientPhone: recipientPhone, }); await Whatsapp.sendSimpleButtons({ recipientPhone: recipientPhone, message: `Thank you for shopping with us, ${recipientName}.\n\nYour order has been received & will be processed shortly.`, message_id, listOfButtons: [ { title: 'See more products', id: 'see_categories', }, { title: 'Print my invoice', id: 'print_invoice', }, ], }); clearCart({ recipientPhone }); }
The above code does the following:
- Gets all the items in the cart and puts them inside
finalBill
- Initializes a variable
invoiceText
, which will contain the text we’ll send to the customer as well as the text that will be drafted into the PDF version of the invoice- The
forEach
loop simply concatenates thetitle
andprice
of each product to the invoice
- The
- The
generatePDFInvoice
method (the same one we defined in ourEcommerceStore
class) takes in the details of the order, drafts a PDF document, and saves it in the file path in our local directory/folder that we provided it with - The
sendText
method sends a simple text message containing the order details to the customer sendSimpleButtons
sends some buttons to the customer. Take note of the Print my invoice button and its ID- Finally, the
clearCart
method empties the cart
Now, switch back to your WhatsApp app and click Checkout. If you followed the instructions well, you will see a reply that resembles the following screenshot:
At this point, the customer should receive a printable PDF invoice. For this reason, let us work on some logic regarding the Print my invoice button.
Writing our printable invoice logic
Inside the simple_button_message if
statement but outside the checkout if
statement, add the following code:
if (button_id === 'print_invoice') { // Send the PDF invoice await Whatsapp.sendDocument({ recipientPhone: recipientPhone, caption:`Mom-N-Pop Shop invoice #${recipientName}` file_path: `./invoice_${recipientName}.pdf`, }); // Send the location of our pickup station to the customer, so they can come and pick up their order let warehouse = Store.generateRandomGeoLocation(); await Whatsapp.sendText({ recipientPhone: recipientPhone, message: `Your order has been fulfilled. Come and pick it up, as you pay, here:`, }); await Whatsapp.sendLocation({ recipientPhone, latitude: warehouse.latitude, longitude: warehouse.longitude, address: warehouse.address, name: 'Mom-N-Pop Shop', }); }
The code above gets the PDF document generated in the previous step from the local file system and sends it to the customer using the sendDocument
method.
When a customer orders a product online, they also need to know how they will receive the physical product. For this reason, we generated some random coordinates using the generateRandomGeoLocation
method of the EcommerceStore
class and sent these coordinates to the customer using the sendLocation
method to let them know where they can physically pick up their product.
Now, open your WhatsApp app and click Print my invoice.
If you have followed the above instructions correctly, you should see a reply that looks similar to the screenshot below:
Displaying read receipts to customers
Lastly, you may have noted that the check marks beneath the messages are gray, instead of blue. This indicates that the messages we sent did not return read receipts despite the fact that our bot was reading them.
Gray ticks can be frustrating to customers, and for this reason, we need to work on showing the blue ticks.
Outside the simple_button_message if
statement and before the closing curly brace of the data?.isMessage if
statement, add the following code:
await Whatsapp.markMessageAsRead({ message_id });
This simple one-liner marks a message as read as soon as we have responded to it.
Now, open your WhatsApp app and send a random text message. Are you seeing what I am seeing?
If your previous chats have been updated with blue ticks, then congratulations! You have reached the end of this tutorial and learned a few things along the way.
Final thoughts
With a grand total of 2 billion monthly active users, ignoring WhatsApp as an ecommerce strategy is a sure way to fall behind your business’s competition, and since most of your customers are already using WhatsApp in their day-to-day activities, why shouldn’t your business meet them there?
I hope this tutorial has been helpful in demystifying the WhatsApp Cloud API, and I hope you had some fun along the way. If you have questions on this let me know on Twitter or LinkedIn @daggieblanqx. Let me know what other topics you may find interesting, and do not forget to share this article with your tech circles.
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