Learn how to create a WhatsApp AI Assistant for lawyers using Pabbly Chatflow. This step-by-step tutorial guides you through the entire process. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your WhatsApp AI Assistant

To create a WhatsApp AI Assistant, you need to access Pabbly Chatflow. Start by visiting www.Pabbly.com/chatflow. This platform provides a user-friendly interface for setting up your assistant without any coding skills.

Once on the Pabbly Chatflow landing page, you will see options to either sign in or create a new account. If you are a new user, you can sign up for free and receive 100 credits each month to explore the features of Pabbly Chatflow. Existing users can log in directly to access their dashboard.

2. Setting Up Your WhatsApp Number in Pabbly Chatflow

After logging into Pabbly Chatflow, the first step is to add your WhatsApp number. Navigate to the ‘Add WhatsApp Number’ option. You will have two methods: WhatsApp Connect and Manual Token Connect. Choose the method that suits you best.

  • Select WhatsApp Connect for easier integration.
  • Use Manual Token Connect if you have a pre-existing token.

This setup is crucial as it allows Pabbly Chatflow to manage your WhatsApp conversations effectively. Once your number is added, you can proceed to create your AI assistant.

3. Creating Your WhatsApp AI Assistant in Pabbly Chatflow

To create your AI assistant, go to the ‘Assistant’ section in Pabbly Chatflow. Click on the ‘Add Assistant’ button. Enter a name for your assistant, such as ‘Every Lawyer Needs This WhatsApp AI Assistant’. This name should reflect its purpose clearly.

Next, you will configure the AI settings. Select the instruction type as ‘AI Agent’. This will allow the assistant to respond to inquiries effectively. You can also set the temperature for responses, where 0 is focused and 1 is creative. A good starting point is 0.5 for balanced responses.

4. Configuring AI Settings and Knowledge Source

Once you have named your assistant, the next step in Pabbly Chatflow is to configure the AI settings. You will need to input your OpenAI API key. This key is essential for your assistant to function. Ensure you have a paid OpenAI account to generate this key.

  • Create a new API key via OpenAI’s dashboard.
  • Copy the key and paste it into the Pabbly Chatflow settings.

Additionally, you will need to upload a document that serves as the knowledge source for your assistant. This document should contain all relevant information about your legal services. Supported formats include PDF and TXT, with a maximum of 10 pages for PDFs containing images.

5. Activating and Testing Your WhatsApp AI Assistant

After configuring your assistant in Pabbly Chatflow, the final step is to activate it. Toggle the activation button and save your settings. This will make your assistant live and ready to respond to inquiries.

To ensure everything is working correctly, test your assistant by sending messages through WhatsApp. Ask questions such as, ‘How long does it take to draft an agreement?’ and observe the responses. This testing phase is crucial to ensure your assistant provides accurate and helpful information to users.

Conclusion

By following this tutorial, you can effectively create a WhatsApp AI Assistant using Pabbly Chatflow. This assistant will help manage inquiries and enhance customer service for legal practices. With the right setup, your assistant can operate 24/7, providing valuable support to clients.

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