WhatsApp Agent for Appointment Scheduling & Patient Queries

Learn how to set up a WhatsApp agent for appointment scheduling and patient queries using Pabbly Chatflow. Follow this step-by-step tutorial for seamless integration. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To create a WhatsApp agent for appointment scheduling, you first need to access Pabbly Chatflow. Start by visiting Pabbly’s official website and navigating to the Chatflow section.

If you are a new user, click on the ‘Sign Up Free’ option to create an account. For existing users, simply sign in to your account. Once logged in, you will be directed to the dashboard where you can begin setting up your WhatsApp agent.

2. Connecting Your WhatsApp Number in Pabbly Chatflow

Next, you need to connect your WhatsApp number to Pabbly Chatflow. Click on the WhatsApp number you wish to connect. You will see two options: WhatsApp Connect and Manual Token Connect.

• Select WhatsApp Connect for a seamless integration.
• Follow the prompts to authorize and connect your WhatsApp account.

Once connected, you will see your WhatsApp number listed in the Pabbly Chatflow dashboard, ready for use in your agent setup.

3. Creating Your WhatsApp Agent with Pabbly Chatflow

To create a WhatsApp agent, navigate to the AI Assistant feature in Pabbly Chatflow. Click on the ‘Add’ button and give your assistant a name. This name will represent your agent in customer interactions.

After naming your agent, you will be directed to the flow window. Here, you can select the instruction type from a dropdown menu, such as AI Agent or Customer Support Agent. Choose the appropriate option based on your needs.

• Set the creativity level of responses by adjusting the temperature setting.
• Input your OpenAI API key to connect your assistant.

Make sure to save your settings after configuring your agent to ensure all changes are applied correctly.

4. Configuring Your AI Assistant Settings in Pabbly Chatflow

Now it’s time to configure the settings of your AI assistant in Pabbly Chatflow. Start by setting a header message that will greet users when they initiate a conversation. This message should be concise and welcoming.

You can also add footer messages and stop keywords that will help manage conversations. For example, if a user types a specific keyword, the assistant can stop responding and alert a human operator.

Define fallback messages for situations where the API does not respond correctly. Upload a knowledge source where your assistant can find answers to frequently asked questions.

After configuring these settings, make sure to test your assistant to ensure it responds as expected to user queries.

5. Assigning Your Assistant to WhatsApp Chats

Finally, assign your newly created assistant to your WhatsApp chats using Pabbly Chatflow. Access the inbox settings and scroll down to the AI auto-replies section. Here, enable the assistant for your contact list.

Once enabled, select the specific assistant you created and save your settings. This will allow your assistant to start handling customer queries on WhatsApp seamlessly.

To verify that everything is working correctly, send a test message to your WhatsApp number. Your assistant should respond based on the configurations you set earlier.

Conclusion

In this tutorial, we explored how to create a WhatsApp agent for appointment scheduling and patient queries using Pabbly Chatflow. By following these detailed steps, you can automate your customer interactions effectively and enhance your business operations.