Automate Any Business with an AI Assistant on WhatsApp

Learn how to automate your business with an AI assistant on WhatsApp using Pabbly Chatflow. 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 Your AI Assistant

To automate your business with an AI assistant on WhatsApp, you first need to access Pabbly Chatflow. Open a new tab and navigate to Pabbly.com/chatflow. If you are new to Pabbly, click on the ‘Sign Up Free’ option to create an account and receive 100 free credits every month.

If you are an existing user, simply click on ‘Sign In’. After logging in, locate the Pabbly Chatflow application and click on the ‘Access Now’ button. This action will take you to the Pabbly Chatflow dashboard, where you can manage all your WhatsApp numbers in one place.

2. Creating Your AI Assistant in Pabbly Chatflow

Once you are in the Pabbly Chatflow dashboard, the next step is to create your AI assistant. Click on the ‘AI Assistant’ button to access the AI assistant page. Here, you can train your AI assistant with a knowledge base to answer common questions. using Pabbly Connect

• Click on the ‘+ AI Assistant’ button.
• Enter a name for your assistant, such as ‘Automate Any Business with an AI Assistant on WhatsApp’.
• Select the instruction type as ‘AI Agent’.

After entering the assistant name, you will be directed to the settings page. Here, you can customize instructions, set the temperature for creativity, and select the model provider as Open AI.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you’ll configure essential settings for your AI assistant using Pabbly Chatflow. After selecting the model, you will need to enter your OpenAI API key. Click on the ‘Open AI API Keys Page’ button to generate your key.

• Click on ‘Create New Secret Key’.
• Copy the generated key and paste it into the appropriate field in Pabbly Chatflow.

Next, set the header and footer messages that will be sent to users at the start and end of conversations. These messages provide a welcoming tone and essential contact information. You can also define stop keywords that will pause the conversation when triggered.

4. Uploading Knowledge Source for Your AI Assistant

To enhance the capabilities of your AI assistant, you need to upload a knowledge source file in Pabbly Chatflow. This file serves as the information bank for your assistant, allowing it to provide accurate and business-specific answers.

Ensure your knowledge source file is in PDF or TXT format and less than 90 MB. After preparing your file, drag and drop it into the designated area in the Pabbly Chatflow interface. This action will upload the knowledge source successfully, enabling your assistant to answer queries effectively.

5. Finalizing Your AI Assistant Setup

After configuring all settings and uploading the knowledge source, it’s time to finalize your AI assistant setup in Pabbly Chatflow. Enter a heading and subheading for your assistant, such as ‘AI Assistant for Any Business’. Customize the initial message to greet users, like ‘Hi there, how can I help you today?’.

Once you are satisfied with the settings, enable the toggle to activate your AI assistant. Click on the ‘Save Assistant’ button to save your configurations. Finally, navigate to the inbox settings and enable the AI auto-reply feature to ensure your assistant responds to inquiries automatically.

Conclusion

Using Pabbly Chatflow, you can easily automate your business with an AI assistant on WhatsApp. This step-by-step tutorial guides you through the process of creating an AI assistant tailored to your specific needs. With Pabbly Chatflow, you can enhance customer interactions and streamline communication effortlessly.