Launch Your Own AI Assistant to Engage and Support Customers

Learn how to create your own AI assistant using Pabbly Chatflow. This detailed tutorial guides you through the integration process with WhatsApp and more. 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 to Create Your AI Assistant

To create your AI assistant, first access Pabbly Chatflow by visiting Pabbly.com/chatflow. You can sign up for a free account to start building your assistant. Once logged in, you will land on the Pabbly Chatflow dashboard, where you can begin the setup process.

After logging in, locate the option to add your WhatsApp number. You can choose between connecting via WhatsApp Connect or using a manual token. This step is crucial as it enables the integration of your AI assistant with WhatsApp, allowing you to engage with customers effectively.

2. Building Your AI Assistant in Pabbly Chatflow

Once you are in Pabbly Chatflow, navigate to the AI Assistant section in the sidebar. Click on the ‘Add AI Assistant’ button to start creating your assistant. Enter a name for your assistant, such as ‘Legal Consultation AI Assistant,’ to identify its purpose.

• Click on the AI Assistant tab in the sidebar.
• Select the ‘Add AI Assistant’ button.
• Provide a name for your assistant.

After naming your assistant, you will be directed to the configuration page. Here, you can set the instruction type for your AI assistant. Choose ‘AI agent’ as the instruction type to optimize its performance. This configuration allows your assistant to respond accurately to customer inquiries.

3. Uploading Knowledge Base for Your AI Assistant

In this section, you will upload the knowledge base that your AI assistant will utilize to respond to customer queries. Navigate to the Knowledge Source tab within Pabbly Chatflow and select the option to upload a file. Ensure your knowledge base is in either TXT or PDF format.

• Go to the Knowledge Source tab.
• Click on the ‘Choose or drag a file here’ button.
• Upload your knowledge base file.

After uploading, your AI assistant will have access to the necessary information to assist customers effectively. This step ensures that the assistant can answer queries accurately based on the information provided in the knowledge base.

4. Configuring Your AI Assistant Settings

Next, you need to configure the settings of your AI assistant in Pabbly Chatflow. This includes setting up the header and footer messages that will be displayed during customer interactions. Enable the toggle for displaying the powered by Pabbly label if you want to showcase the platform.

You can also set up stop keywords that will halt the assistant’s responses if needed. Adjust the retry attempts to define how many times the assistant should attempt to respond if it fails initially. This configuration is essential for ensuring smooth communication with customers.

5. Enabling Your AI Assistant for Customer Engagement

Finally, to activate your AI assistant for customer interactions, navigate to the settings and select the inbox settings option. Here, enable AI auto replies for all contacts or a specific contact list. This allows your assistant to engage with customers automatically. using Pabbly Connect

To enable it for a particular chat, go to the inbox, select the chat, and choose the AI assistant you created. Click save, and your AI assistant will be ready to assist customers in real-time.

Conclusion

By following these steps in Pabbly Chatflow, you can successfully launch your own AI assistant to engage and support customers. This automation tool streamlines customer interactions and enhances business efficiency.