Learn how to automate WhatsApp conversations using Pabbly Chatflow, Gmail, and YouTube with this detailed tutorial. Follow the steps to create your AI assistant. 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 for Automation
To start automating your WhatsApp conversations, you first need to access Pabbly Chatflow. Open your browser and navigate to www.Pabbly.com/chatflow. If you’re a new user, click on ‘Sign up for free’ to get started with 100 tasks monthly.
Existing users can simply click on ‘Sign In’ located at the top right corner. After signing in, you will be directed to the Pabbly apps page. Click on the Pabbly Chatflow option to access your dashboard where you can manage your WhatsApp number and AI assistants.
2. Setting Up WhatsApp Integration with Pabbly Chatflow
Once you’re in the Pabbly Chatflow dashboard, the next step is to integrate your WhatsApp number. Click on the ‘Add WhatsApp Number’ button to connect your WhatsApp account. You can choose to connect using the preferred method or a manual token.
- Click on ‘Connect’ to initiate the WhatsApp integration.
- Follow the prompts to authenticate your WhatsApp account.
- Ensure your WhatsApp number is successfully added to the Pabbly Chatflow account.
After successfully adding your WhatsApp number, you are ready to create your AI assistant that will handle conversations automatically.
3. Creating Your AI Assistant in Pabbly Chatflow
To create an AI assistant, click on the ‘AI Assistant’ option on the left sidebar of Pabbly Chatflow. Click on ‘Add AI Assistant’ and give it a name, such as ‘Herbal Business Assistant’. This assistant will respond to customer queries automatically.
In the setup form, select the instruction type as ‘AI agent’. You can customize the AI’s response style by adjusting the temperature setting; a lower value makes the AI more focused while a higher value allows for more creativity.
- Set the AI model to GPT 5.2 and enter your OpenAI API key.
- Add a fallback message to assist users when the AI cannot resolve their queries.
- Upload a knowledge base document to guide the AI’s responses.
Once you have filled in all the necessary details, save your AI assistant settings to ensure it functions correctly.
4. Configuring AI Responses and Settings
Now that you have created your AI assistant in Pabbly Chatflow, the next step is to configure how it responds to user queries. Toggle the option to enable AI auto replies and select the assistant you created earlier.
You can also set specific keywords that will stop the AI from replying. This is useful for managing sensitive queries or when you want to pause the assistant’s responses.
Define a stop keyword that will halt the AI’s responses. Adjust retry attempts for API failures to ensure reliable communication. Customize the initial and footer messages to reflect your business identity.
After configuring these settings, save your changes to ensure your AI assistant operates as intended.
5. Testing Your AI Assistant on WhatsApp
With everything set up in Pabbly Chatflow, it’s time to test your AI assistant. Send a message through WhatsApp to see how the AI responds. For example, ask a question like, ‘Which product is best for improving immunity?’ and wait for the AI’s reply.
Monitor the responses to ensure that they are accurate and aligned with the knowledge base you provided. You can send multiple queries to evaluate the AI’s performance comprehensively.
Check if the AI provides consistent answers based on the knowledge base. Adjust the knowledge base if the responses are not satisfactory. Continuously refine the AI assistant for improved performance.
Once you are satisfied with the AI assistant’s performance, you can confidently use it for your business communications.
Conclusion
In this tutorial, we explored how to automate your WhatsApp conversations using Pabbly Chatflow. By creating an AI assistant, integrating WhatsApp, and configuring responses, you can enhance customer interaction and streamline your business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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