Learn how to create a WhatsApp chatbot for your insurance agency using Pabbly Chatflow. Step-by-step guide to integrate various applications seamlessly. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your WhatsApp Chatbot

To create a WhatsApp chatbot for your insurance agency, start by accessing Pabbly Chatflow. Open a new tab in your browser and enter ‘Pabbly.com/chatflow’ to reach the landing page. If you are an existing user, simply click on the ‘Sign In’ button to access your dashboard.

If you are new to Pabbly Chatflow, click on ‘Sign Up for Free’ to create an account. You’ll receive 100 credits free every month to explore the features of Pabbly Chatflow. Once logged in, you will be directed to your dashboard where you can begin the setup process.

2. Adding Your WhatsApp Number to Pabbly Chatflow

After accessing your Pabbly Chatflow dashboard, ensure that you have added your WhatsApp number. This is crucial for the chatbot to function effectively. Click on the ‘Add WhatsApp Number’ button to input your number.

  • Locate the ‘Add WhatsApp Number’ button on the dashboard.
  • Enter your WhatsApp number in the provided field.
  • Follow any additional prompts to verify your number.

Once your WhatsApp number is added successfully, you can then proceed to create your AI assistant for the chatbot.

3. Creating Your AI Assistant in Pabbly Chatflow

Next, navigate to the ‘AI Assistant’ section on the left side of the Pabbly Chatflow interface. Click on the ‘Add AI Assistant’ button to start configuring your chatbot. You will be prompted to name your AI assistant; for instance, you can name it ‘Chatbot for Insurance Agency’.

After naming your assistant, select the instruction type. You can choose a custom prompt or select from pre-built examples such as ‘AI Agent’ or ‘Customer Support Agent’. If you choose a pre-built example, the instructions will be automatically populated, which you can modify if needed.

  • Choose a pre-built example or create a custom prompt.
  • Set the temperature for the AI responses (0.2 for focused answers).
  • Select the AI model and input your OpenAI API key.

After completing these steps, your AI assistant will be ready for further configuration, including setting up responses and knowledge sources.

4. Configuring Settings for Your Chatbot in Pabbly Chatflow

After creating your AI assistant, it’s time to configure the settings within Pabbly Chatflow. You can add header and footer messages, set stop keywords, and define fallback messages that the AI will use if it cannot respond.

To add a knowledge source, create a Google document containing unique information about your insurance agency. Once created, download it in TXT or PDF format and upload it to Pabbly Chatflow. This knowledge base will inform the AI assistant’s responses.

Upload your knowledge base document. Set up initial messages that the chatbot will send. Customize the chatbot’s appearance and style.

Once you have finished configuring these settings, remember to save your AI assistant to ensure all your changes are applied.

5. Deploying Your WhatsApp Chatbot Using Pabbly Chatflow

With your AI assistant fully configured, it’s time to deploy your WhatsApp chatbot. Copy the script provided in Pabbly Chatflow and paste it into your website’s code. This will enable the chatbot to appear on your site.

When users click the ‘Chat with Us’ button on your website, they will be redirected to WhatsApp, where the chatbot will initiate the conversation. You can also assign your AI chatbot to specific contacts or enable auto-replies for multiple contacts through the inbox settings in Pabbly Chatflow.

Copy the provided script from the Pabbly Chatflow dashboard. Paste the script into your website’s HTML code. Test the chatbot to ensure it functions as expected.

Once deployed, your chatbot will be ready to assist users with inquiries related to your insurance agency, providing instant responses and improving customer engagement.

Conclusion

In conclusion, using Pabbly Chatflow allows you to create an efficient WhatsApp chatbot tailored for your insurance agency. By following the steps outlined, you can integrate various applications and enhance customer interaction seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.