Turn WhatsApp Into an AI Salesperson

Learn how to turn WhatsApp into an AI-powered salesperson using Pabbly Chatflow. Follow this step-by-step tutorial for seamless integration. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin using Pabbly Chatflow, navigate to the Pabbly Chatflow website. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in. Upon signing up, you get 100 free credits every month to explore the features of Pabbly Chatflow.

After signing in, you will be directed to the Pabbly Chatflow dashboard. Here, you can start integrating WhatsApp with your AI sales assistant. Make sure to add your WhatsApp number by selecting the appropriate method from the options provided on the left column of the dashboard.

2. Creating Your AI Sales Assistant Inside Pabbly Chatflow

Once you have your WhatsApp number integrated, it’s time to create your AI sales assistant. Click on the ‘AI Assistant’ option in the left column. If you have an existing assistant, deactivate it first. You can do this by clicking on the ‘Stop Assistant’ button in your chat settings. using Pabbly Connect

• Press the ‘Add Assistant’ button.
• Name your assistant (e.g., AI Sales Assistant for WhatsApp).
• Follow the four simple steps: AI Instructions, Knowledge Source, Assistant Interface, and Styling.

After naming your assistant, proceed to configure the AI instructions. This involves setting the role and constraints of your assistant, which will dictate how it interacts with users. You can customize the temperature setting to balance creativity and focus in responses.

3. Configuring AI Instructions and Knowledge Source

In the AI Instructions section, select the AI model you want to use, such as GPT 5.2. You will need to provide your OpenAI API key to connect. This step is essential for enabling your assistant to function effectively. using Pabbly Connect

• Set the AI temperature to 0.5 for balanced responses.
• Add a header and footer message if desired.
• Define a stop keyword to halt the assistant’s responses.

Next, upload a knowledge base file that includes FAQs and company details. This file will help your AI assistant provide accurate information to users. Ensure the file is in PDF or plain text format, and upload it in the Knowledge Source section.

4. Finalizing Assistant Settings and Testing

After configuring the knowledge source, you can move on to the Assistant Interface. Here, you can customize the brand name, display messages, and privacy policy links. Make sure to set the user’s first message prompt to guide them effectively.

Once all settings are configured, proceed to the Styling section. You can choose the theme and shape of your assistant’s interface. After finalizing these settings, save your assistant to make it operational within Pabbly Chatflow.

5. Testing Your WhatsApp AI Sales Assistant

To test the functionality of your newly created AI assistant, you need to create a flow in Pabbly Chatflow. This flow will link specific keywords to trigger your assistant. For example, when a user sends the keyword ‘hello,’ your AI assistant will respond accordingly. using Pabbly Connect

Create a new flow and add a trigger keyword. Assign the AI assistant you created to respond to the trigger. Save the flow to activate it.

Now, open your WhatsApp and send the trigger keyword to see if the AI assistant responds correctly. If everything is set up properly, you should receive a welcome message from your AI sales assistant, confirming that it is functioning as intended.

Conclusion

Using Pabbly Chatflow, you can easily create an AI-powered salesperson on WhatsApp. This tutorial has guided you through the steps to set up your assistant, configure its settings, and test its functionality. Enjoy automating your sales process!