Automate Support Queries with Pabbly Chatflow: A Step-by-Step Guide

Learn how to automate support queries using Pabbly Chatflow and integrate with various applications for tech companies. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Automation

To start automating support queries, you need to access Pabbly Chatflow. Visit the Pabbly Chatflow URL in your browser. Once you are on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’. For existing users, simply click on ‘Sign In’.

Once you log in, you will be directed to the Pabbly apps page. Here, select Pabbly Chatflow by clicking on the ‘Access Now’ button. This action will take you to the dashboard, where you can manage your AI assistant and integrate various applications for support automation.

2. Creating Your AI Assistant with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option from the sidebar. Then, hit the ‘Add AI Assistant’ button to initiate the creation process. You will be prompted to name your assistant; for instance, you can name it ‘Instafix AI’.

• Click on ‘Add AI Assistant’.
• Provide a name for your assistant.
• Select the instruction type as ‘AI Agent’.

After naming your assistant, you will enter the configuration settings. Set the temperature for creativity in responses, select the AI to use, and input your API key from OpenAI. This step is crucial as it allows your assistant to fetch answers based on your predefined knowledge base.

3. Configuring Your Knowledge Base in Pabbly Chatflow

To ensure your AI assistant can provide accurate responses, you need to configure a knowledge base. In Pabbly Chatflow, navigate to the knowledge source section. Here, you can upload a text or PDF file containing your business details.

• Ensure the file is in .txt or .pdf format.
• Limit PDF files to a maximum of 10 pages if they contain images.
• Upload your knowledge base file by selecting it from your computer.

Once uploaded, you will receive a confirmation that your file has been processed successfully. This knowledge base will enable your AI assistant to respond accurately to customer queries based on the information provided.

4. Activating the AI Assistant in Pabbly Chatflow

After configuring your AI assistant and knowledge base, the next step is to activate it. In Pabbly Chatflow, navigate to the inbox section. Here, you will see the connected numbers where your AI assistant will operate. Choose the number you want to activate the assistant for.

Enable the option to choose your AI assistant for the selected number. Select your recently created assistant, Instafix AI. Click on the save button to enable the assistant.

Once saved, your AI assistant will be active and ready to handle customer queries through WhatsApp, providing instant responses based on your knowledge base.

5. Testing Your AI Assistant with Pabbly Chatflow

To ensure everything is working correctly, it’s important to test your AI assistant. Open WhatsApp and send a message to the number associated with your Pabbly Chatflow account. For example, you can type, ‘Hey, I need help’. using Pabbly Connect

Upon sending the message, your AI assistant should respond immediately, confirming that it is available to assist. You can further test by asking specific questions related to your services or support plans. The assistant will pull information from the knowledge base and respond accurately, demonstrating its functionality.

This testing phase is crucial to verify that your AI assistant is configured correctly and can handle real customer interactions effectively. Engage with your assistant and refine any responses as necessary for optimal performance.

Conclusion

In this tutorial, we explored how to automate support queries using Pabbly Chatflow. By creating an AI assistant, configuring a knowledge base, and activating the assistant, tech companies can enhance their customer support experience. Start using Pabbly Chatflow to streamline your support operations effectively.