Smart AI Enquiry Bot for Personal Growth Coaches (24/7 Lead Handling)

Learn how to create a Smart AI Enquiry Bot for personal growth coaching using Pabbly Chatflow. Step-by-step guide for 24/7 lead handling. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your AI Enquiry Bot

To create a Smart AI Enquiry Bot for personal growth coaches, you first need access to Pabbly Chatflow. Start by navigating to www.Pabbly.com/chatflow in your browser. After reaching the site, sign in to your Pabbly Chatflow account. If you are a new user, you can sign up for free, which includes 100 tasks monthly.

Once logged in, you will be directed to the Pabbly Chatflow dashboard. Here, you can see your account credits and the WhatsApp number associated with your account. To connect your WhatsApp number, click on ‘Add WhatsApp Number’ and follow the prompts. This is essential for enabling the AI bot to handle inquiries through WhatsApp.

2. Creating Your AI Agent in Pabbly Chatflow

After accessing your dashboard, the next step is to create your AI agent. In Pabbly Chatflow, navigate to the ‘AI Assistant’ option on the left sidebar. Click on ‘Add AI Assistant’ to begin the setup process. You will need to name your assistant, for example, ‘Mind Shift Growth Coaching,’ and then proceed to the next steps.

• Select ‘AI Agent’ as the instruction type.
• Set the temperature for creativity in responses (recommended: 0.7).
• Choose the AI model as GPT 5 mini.

After these selections, you will need to enter your OpenAI API key. This key is crucial for enabling the AI functionalities of your bot. You can generate this key from the OpenAI API keys page. Once you have the key, paste it into the designated field in Pabbly Chatflow and click ‘Connect’ to save your settings.

3. Configuring Your AI Assistant in Pabbly Chatflow

With your AI agent created, the next step involves configuring its responses and settings in Pabbly Chatflow. Begin by inputting the knowledge base for your AI assistant. This can be done by uploading a document containing essential information about your coaching services, such as pricing, session structure, and contact details.

In the assistant settings, you can also customize the following:

• Header and footer messages for your AI responses.
• Stop keywords to control when the AI should stop responding.
• Fallback messages in case of API failures.

These configurations ensure that your AI assistant provides accurate and helpful responses to inquiries, thereby enhancing the user experience for potential clients seeking personal growth coaching.

4. Styling and Finalizing Your AI Assistant in Pabbly Chatflow

After setting up the functionalities, the next step is to style your AI assistant in Pabbly Chatflow. You can customize the appearance by selecting theme modes, shapes, and colors for buttons and chat bubbles. This personalization helps your AI assistant align with your brand identity.

Ensure you also add a profile picture and background image for your assistant, enhancing its visibility and professionalism. Once you are satisfied with the design, toggle the activation button to enable the AI assistant and click ‘Save’ to finalize your settings.

5. Enabling Your AI Assistant for Lead Handling

To ensure your AI assistant is effectively handling inquiries, you need to enable it for specific chats or groups in Pabbly Chatflow. Navigate to the ‘Inbox’ settings on the left sidebar. Here, you can choose to enable your AI assistant for all contacts or select specific groups.

After selecting the appropriate contacts, save your settings. This allows your AI assistant to manage inquiries automatically, providing responses 24/7. By utilizing Pabbly Chatflow, you ensure that potential clients receive timely assistance, improving lead handling and client engagement.

Conclusion

In conclusion, creating a Smart AI Enquiry Bot for personal growth coaches using Pabbly Chatflow significantly enhances lead handling capabilities. By following the steps outlined, you can automate your WhatsApp inquiries, ensuring clients receive prompt and informative responses.