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WhatsApp Bot Onboarding

Frictionless user acquisition and profile setup entirely within WhatsApp.

UC-BOT-001: Chat-Based Onboarding

Purpose: Convert anon phone numbers into registered customer profiles.

Property Value
Actor New Customer
Trigger Inbound Message ("Hi") or QR Code Scan
Priority P0

Capabilities Breakdown:

1. Zero-Install Signup (UC 30.1)

  • Flow: User scans store QR -> Opens WhatsApp with pre-filled text "Hi Cazo, I'd like to join".

  • Data Capture: Bot asks Name, Gender Preference, and Marketing Consent.

  • Verification: Phone number verified implicitly by WhatsApp platform.

2. Preference Learning (UC 30.2)

  • Quiz Mode: "What services are you interested in?" [Hair] [Skin] [Nails].

  • Stylist Match: "Do you prefer a Senior Stylist?" [Yes] [No Preference].

3. Digital Asset Delivery (UC 30.5)

  • Membership Card: Generates a dynamic Apple Wallet / Google Pay pass sent as a file attachment.

  • Welcome Offer: Sends a unique QR code image for 10% off first visit.

Main Success Scenario:

  1. User scans QR code at reception.
  2. Bot: "Welcome! What's your name?"
  3. User: "Sarah".
  4. Bot: "Hi Sarah! Here is your digital membership card."
  5. System creates Customer ID C-98712 linked to +14155551234.

Acceptance Criteria:

  1. [ ] Profile created in CRM < 5 seconds after flow completion.
  2. [ ] "Opt-in" flag recorded for GDPR/TCPA compliance.
  3. [ ] Wallet pass renders correctly on iOS and Android.