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Build Your First Chatbot Flow

Create a keyword-triggered WhatsApp chatbot flow in VGraple CRM's drag-and-drop builder, add a reply, activate it, and test it on your own connected number.

By Chirag Darji · Updated 27 Aug 2026 · 6 min read

On this page
  1. Before you start
  2. Steps
  3. What you will see
  4. Settings and options
  5. Troubleshooting
  6. Related reading
VGraple CRM flow builder canvas with chatbot nodes for messages, templates and AI responses

Your first WhatsApp chatbot flow can be as simple as a keyword and a reply: someone messages "price" and the flow answers instantly, day or night. This walkthrough builds exactly that, then shows how to test it on your own connected number before customers ever see it.

First flow: first 5 of 8 steps

  1. 1Open Flow Builder
  2. 2Name your flow and create it
  3. 3Set the trigger
  4. 4Add a Send Message node
  5. 5Add Quick Replies for a next step
The steps on this page, in order.

Before you start

  • Testing a flow requires a connected WhatsApp number; see connecting your WhatsApp number if you have not yet. You can still build and save a draft flow without one.
  • Your account needs the "Create flows" permission, included in Owner and Admin by default.
  • Decide your trigger keyword before starting; something a real customer would actually type, like "price", "hours" or "book", works better than something generic.
  • Nothing about Flow Builder is plan-gated; it is available with no cap on flow count on every plan, including Free.
  • Think about what happens after the first reply, too. A flow that only says one thing back can still be useful, but adding a Quick Replies node with two or three next steps (book now, see more, talk to a person) turns a single canned answer into a small, useful conversation instead of a dead end.

Steps

  1. Open Flow Builder. From the main navigation, click Flow Builder. If this is your first flow, you see an empty state explaining what a flow does, with a name field and New Flow button.

Automation flows in VGraple CRM with their trigger type, status and how many times each one has run

  1. Name your flow and create it. Type a name (for example, "Price enquiry auto-reply") and click New Flow. You are taken straight into the canvas editor for your new draft flow.

  2. Set the trigger. The trigger node starts as Keyword / Inbound Message. Click it and enter your keyword (for example, "price"). Leave it on Keyword rather than Any Inbound Message, so this flow only fires for that specific word.

  3. Add a Send Message node. Drag Send Message from the node palette onto the canvas and connect it to the trigger node with an edge. Click the node and write the reply (for example, your pricing summary or a link to your price list).

  4. (Optional) Add Quick Replies for a next step. Drag a Quick Replies node after your message with two or three buttons (for example, "Book now", "See more services"), so the conversation has somewhere to go instead of ending after one reply.

  5. Activate the flow. Flip the flow's status from Draft to Active using the toggle on the Flow Builder list or inside the editor.

  6. Test it on your own number. From your own phone, message your connected WhatsApp number with the exact trigger keyword. The Send Message reply should arrive within seconds, exactly as a real customer would experience it.

  7. Refine it once you have seen it work. Open the flow again to tighten the wording, add a Condition node so a specific quick-reply choice leads somewhere different, or add a Human Handoff node so a customer can drop into your team inbox instead of staying in the automated conversation. Every change applies to executions that start after you save; a run already in progress finishes on the version it started with.

What you will see

Your flow appears in the Flow Builder list with an Active badge and a run counter that increases by one every time it fires. Sending the trigger keyword from your phone produces the reply you wrote, and if a customer's real message ever matches the keyword, the same flow answers them automatically, any time of day, including outside business hours when nobody on your team is watching the inbox.

Settings and options

Setting or fieldWhat it doesDefault
Flow statusDraft, Active, Paused, or Archived; only Active flows respond to real messagesDraft when first created
Trigger typeKeyword, any inbound message, tag added, segment entry, form submitted, or an appointment eventKeyword / Inbound Message
Run counterHow many times the flow has executed, shown on the flow listStarts at 0
24-hour window guardAutomatically checked before any free-form send inside the flow; template nodes are unaffectedAlways on, not configurable
Version historyWhether past versions of the flow are savedNot available yet; duplicate a flow before a risky edit

Troubleshooting

SymptomLikely causeFix
Messaging the keyword produces no replyThe flow is still in Draft status, not ActiveToggle the flow to Active from the Flow Builder list or editor
Reply never arrives, but the flow shows as runA later node's free-form send hit the closed 24-hour window and logged a failed message instead of sendingOpen the conversation thread to see the logged reason; use a Send Template node for anything that might land outside the window
Two different replies come back for the same keywordTwo active flows share the same trigger keywordRename or disable one of the flows so only one owns that keyword
Flow does not trigger for a real customerThe customer's message did not exactly match the keyword, or included extra punctuation the trigger does not account forSwitch the trigger to Any Inbound Message for a broader catch, or add the keyword's common variations
Editing a live flow seems to have broken itA change was saved without testing it again on your own numberTest every edit by messaging the trigger yourself before assuming customers see the update correctly
Cannot activate the flowThe connected WhatsApp channel is disconnected or the token has expiredCheck Settings, then Channels, then WhatsApp for any connection warnings and reconnect if needed

Add a Send Template node once you have created your first template, or use flows alongside your first broadcast for a full follow-up sequence: broadcast out, flow answers the replies.

Frequently asked questions

Do I need to connect WhatsApp before building my first flow?
You can build and save a flow without a connected number, but activating and testing it requires a connected WhatsApp channel, since a flow only runs when a real message triggers it on that number.
What is the simplest flow I can build first?
A keyword-triggered flow with one Send Message node: someone messages a word like "price" or "hours", and the flow replies instantly with the answer. This takes under two minutes to build and is the standard first flow.
How do I test a flow before customers see it?
Set it to active, then message your own connected WhatsApp number with the trigger keyword from your phone. There is no separate sandbox for flows; the live number is the test environment, so you exercise the exact path a real customer will hit.
Can a flow trigger on something other than a keyword?
Yes. A flow's trigger can fire on a keyword or any inbound message, a contact entering a segment, a contact receiving a tag, a form submission, or an appointment being booked, reminded, or completed.
What happens if two keyword flows use the same trigger word?
Avoid this by keeping trigger keywords distinct; if two active flows share a keyword, only one will actually respond, and which one is not something to rely on for a live account.
Is there a limit to how many flows I can build?
No plan-based cap on flow count on any plan. What is plan-gated is volume: agent seats, contacts, and conversations per month, the same limits that apply everywhere else in VGraple CRM.
Can my first flow send a template instead of a plain reply?
Yes, with a Send Template node instead of Send Message. This is required if the reply needs to reach someone outside the 24-hour window, since only an approved template can do that.

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