Skip to content

Yazi WhatsApp Research Bot How it Works Documentation

Pages
- Setting up Survey Bot in Meta
- Launch a Research Campaign in Yazi's app
- Steps to launching a Survey & Overview of WhatsApp bot
  2. Submitting & managing Template messages
  3. Recruiting participants to the survey (inviting them in):
  4. WhatsApp message blast (‘Bulk SMS’) & Agent chat:
  Paying Participants
  Example Run-through💡
- Customising the WhatsApp bot
- Template Message examples
- Marketing Copy & FAQs
  FAQ's
  Yazi Sales Assets

Yazi WhatsApp Research Bot How it Works Documentation

/

...

/

Example Run-through💡

Share

Explore

Example Run-through💡

1. Launch survey in
`Yazi webapp`⁠
⁠

Launch Survey called: Child books 136

⁠

Screenshot 2023-09-19 at 17.09.33.png

⁠

⁠

2. Submit Template message :
`Meta`⁠
⁠

Set reply button as survey title

⁠

Screenshot 2023-09-19 at 17.13.01.png

⁠

⁠

Header → Text

New Survey

Body

Hey {{1}} 👋 It's AI-BO Surveys here - this is our new number (Yazi Research)!

We have a quick survey opportunity for you:

Time: *2 min* ⏰ Reward: *R10* 💸

Just press *Child books 136* to begin.

Footer

Opt-out from these messages anytime from the main menu

Quick reply

Button 1: Child books 136

Button 2: Main menu

3. Create CSV to send to :
`Sheets example`⁠
⁠

The template only has one variable and it is for the participant’s name so we only need 2 columns. Download file as a CSV.

⁠

Screenshot 2023-09-19 at 17.30.40.png

⁠

⁠

👉

Get Google Sheet example here⁠

⁠

4. Send Template message in
`Rather Chat`⁠
⁠

⁠

Screenshot 2023-09-19 at 17.41.34.png

⁠

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.