How to Create an AI Assistant for WhatsApp in Pabbly Chatflow

Learn to create an AI assistant for WhatsApp using Pabbly Chatflow. This detailed tutorial shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Chatflow for Your AI Assistant

To create an AI assistant for WhatsApp, first, log into your Pabbly Chatflow account. Ensure that your account is set up and ready for use. Pabbly Chatflow provides an intuitive interface to help you build chatbots that can handle customer queries effectively.

Once logged in, navigate to the left sidebar and select the ‘AI Assistant’ option. This section allows you to create and manage your AI assistants. Click on the ‘Add AI Assistant’ button to start the process of setting up your assistant.

2. Configuring Your AI Assistant in Pabbly Chatflow

In this section, you will configure your AI assistant’s settings within Pabbly Chatflow. Begin by naming your AI assistant, for example, ‘AI Assistant for Pabbly Subscription Billing’. This name will help you identify the assistant later.

• Select the instruction type as ‘AI Agent’.
• Define the role and responsibilities of your AI assistant.
• Set the temperature for response creativity, typically between 0.2 and 0.5 for factual answers.

After setting these parameters, choose the AI model you wish to use. For this tutorial, select ‘OpenAI’ and then the ‘GPT-4 Mini’ model. You will need to enter your OpenAI API key to establish the connection.

3. Uploading Knowledge Base in Pabbly Chatflow

Next, you will upload a knowledge base to train your AI assistant. This step is crucial for ensuring that your assistant can provide accurate responses. In Pabbly Chatflow, you can upload various file types, including text files, PDFs, or Google Docs.

For instance, if you are using Pabbly Subscription Billing, your knowledge base might include information on managing subscriptions, troubleshooting, and billing processes. After uploading your knowledge file, you will receive a vector ID, which will be used later in the setup.

4. Designing the Assistant Interface in Pabbly Chatflow

Now, it’s time to design how your AI assistant will interact with users. In Pabbly Chatflow, you can customize the assistant’s display name and initial greeting messages. For example, set the display name as ‘Pabbly’ and the initial message as ‘Hi there, how can I help you today?’.

• Provide a fallback message for unrecognized queries.
• Add a link to your privacy policy in the footer.
• Enable or disable labels like ‘Powered by Pabbly’.

After customizing these settings, save your AI assistant. Make sure to toggle the assistant’s active status to ensure it starts responding to messages on WhatsApp.

5. Testing Your AI Assistant on WhatsApp

Finally, test your newly created AI assistant to ensure it works as intended. With Pabbly Chatflow, you can simulate customer interactions. For instance, send a message like ‘Hello, I need help’ to see how the assistant responds.

The AI assistant should provide immediate and relevant responses based on the knowledge base you uploaded. For example, if a user asks about downloading invoices, the assistant should guide them through the steps accurately. This functionality demonstrates the power of integrating Pabbly Chatflow with WhatsApp.

Conclusion

In this tutorial, we walked through the steps to create an AI assistant for WhatsApp using Pabbly Chatflow. By following these steps, you can automate customer interactions effectively, ensuring 24/7 support for your business.