AI Booking System for Salons (No More Missed Calls)

Learn how to create an AI booking system for salons using Pabbly Connect. This tutorial covers every step to automate bookings seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Your AI Booking System

To create an AI booking system for salons, start by accessing Pabbly Connect. Open a new tab and visit Pabbly.com/chartflow. This platform allows you to automate WhatsApp messages and responses effectively.

If you are a new user, click on the ‘Sign Up Free’ option to receive 100 free credits monthly. Existing users should click on ‘Sign In’ to access the dashboard. After logging in, navigate to Pabbly Connect by selecting the ‘Access Now’ button.

2. Creating Your AI Assistant Using Pabbly Connect

Once in Pabbly Connect, you will need to create your AI assistant. Click on the ‘Plus AI Assistant’ button to start. Name your assistant ‘AI Booking System for Salons’ to reflect its purpose.

• Select the instruction type as ‘AI Agent’.
• Set the temperature to 0.5 for balanced responses.
• Choose the model as ‘Open AI’ and select ‘GPT4 Mini’.

After setting these options, you will need to enter your OpenAI API key. Click on the provided link to generate a new secret key from the OpenAI platform. Once you have the key, paste it into the designated field in Pabbly Connect and click ‘Connect’.

3. Configuring AI Assistant Settings in Pabbly Connect

Next, configure your AI assistant settings in Pabbly Connect. You can add a header message, footer message, and set stop keywords. The header message serves as a welcome message, while the footer message can include contact information.

• Set retry attempts to define how many times the assistant will attempt a response.
• Add a fallback message in case of errors.
• Upload a knowledge source file to provide specific answers related to your salon.

This knowledge base is crucial for delivering accurate responses tailored to your business. Ensure the file is in PDF or TXT format and under 90 MB.

4. Designing Your AI Assistant Interface with Pabbly Connect

Now, design the user interface of your AI assistant in Pabbly Connect. You can customize the heading and subheading messages to match your salon’s branding. The initial message should invite users to engage with the assistant.

Enable the toggle to activate your assistant. Click on ‘Save Assistant’ to finalize the design.

After saving, you can access the embed code to integrate the assistant into your website. Simply copy the code and paste it into your site to make your assistant available to users.

5. Testing Your AI Assistant with Pabbly Connect

With your AI assistant set up in Pabbly Connect, it’s time to test its functionality. Send a message to your assistant to check its responsiveness. For example, ask about the services offered by your salon.

Upon receiving your query, the assistant should provide a list of services along with pricing details. If you request to book a service, the assistant will ask for your preferred date and time, demonstrating its ability to handle bookings efficiently.

This testing phase ensures that your AI assistant is functioning as intended, providing accurate and business-specific responses, which is made possible through the knowledge base you uploaded earlier.

Conclusion

In this tutorial, we explored how to create an AI booking system for salons using Pabbly Connect. By following these detailed steps, you can automate your salon bookings and ensure no missed calls. This powerful integration enhances customer service and improves operational efficiency.