The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:
Make sure that you have the Phone number ID, Business ID, and Access token ID, refer to this article to know more about these credentials. Let's get started:
1. In the Dashboard, navigate to Settings -> Social Inbox -> WhatsApp. Click on Add account.
2. Enter the Phone number ID, Business ID, and Bearer token (Access token). Select the pixel to classify the statistics of the WhatsApp bot under a specific pixel ID.
3. Select a team to which you want to assign the incoming Whatsapp messages.
4. Enabling 24 hour chat reset would create a new chat if the customer messages after 24 hours and enabling Reset session after agent leaves would also create a new chat if the customer messages after the agent has left the chat.
5. Click on Save.
Now, you will be able to find the new WhatsApp configuration on your Dashboard. In order to confirm that you have set it up correctly, click on the edit icon:
Link your WhatsApp chatbot to the WhatsApp business account by following the steps below.
1. Click on Bot and enable the flow.
2. Select the WhatsApp bot you have built previously.
3. Specify the number of hours, since the time the agent left, after which you want to resume the chatbot flow. Select the language.
You can also enable different WhatsApp chatbots in different time frames based on your requirement:
4. Click on Configure.
5. Select the time zone, select the WhatsApp bot and set the time frame within which you want to initiate the bot. Finally, click on Save.
The details collected from the customer can be sent to you E-Mail as a lead from the WhatsApp bot with specific conditions. Here is how you can do it :
1. Click on Leads and enable the toggle.
2. Enter the E-mail addresses to which you want the leads to be sent and specify the time duration for sending the leads if none of the live agents join the chat.
3. Click on update once done.
You can block unwanted WhatsApp numbers in Social Inbox to prevent messages from them.
1. Go to Settings -> Social Inbox -> WhatsApp and click on Block list.
2. Enter the phone number, including the + sign and country code. Click on + Add and Save.
In order to unblock a number,
1. Select the number you want to unblock and click on Remove.
• Blocking a number does not prevent you from sending messages or campaigns to them, they will still receive them. However, they won’t be able to interact with the bot, and if they reply, their messages won’t appear in your Social Inbox.
• Blocking applies to all WhatsApp accounts linked to your device, not just a single account.
By following these steps, you can make sure that your customers have a good experience in these touch points to generate more leads.
Check out the next article to learn about creating WhatsApp template messages.
Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,
Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.
The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.
You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.
Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.
Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.
Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.
Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.
Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.
Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.
Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:
Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.
his may happen if:
Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.
Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.
Basic: Always try first—it’s less resource-intensive.
Advanced: Use if Basic doesn’t return results.
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