A Working AI Assistant, Not Just Theory

Learn how to create a working AI assistant using Pabbly Chatflow to integrate with WhatsApp and enhance customer interactions. 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 create a working AI assistant, you first need to access Pabbly Chatflow. Open a new tab and enter the URL Pabbly.com/chatflow. This will take you to the homepage of Pabbly Chatflow where you can either sign in or sign up.

If you are a new user, click on the ‘Sign Up Free’ button to create an account, which will grant you 100 free credits every month for practice. Existing users can simply click ‘Sign In’ to log into their accounts. Once logged in, you will arrive at the Pabbly apps page where you can select the Pabbly Chatflow app to start building your assistant.

2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, navigate to the sidebar and select the ‘AI Assistant’ option. Here, you will see the total number of AI assistants, both active and inactive. To create a new assistant, click on the ‘Add Assistant’ button.

• Enter the assistant name, e.g., ‘Working AI Assistant Not Just Theory.’
• Select the instruction type as ‘AI Agent’.
• Configure the AI settings, including temperature and model selection.

After entering the assistant name, you will be directed to the AI instructions tab. Here, select the instruction type as ‘AI Agent’ and configure the assistant’s settings, such as temperature, which determines the creativity of responses, and select the model (e.g., GPT4 mini). This setup is crucial for your AI assistant’s functionality.

3. Uploading Knowledge Base for Your AI Assistant

Next, you need to provide a knowledge base that contains information about your business. In Pabbly Chatflow, this can be done by uploading either a .txt or .pdf file. Ensure your knowledge base is relevant to the services you offer.

• Upload a .txt or .pdf file containing your business details.
• If using a PDF, ensure it does not exceed 10 pages.
• Confirm successful upload by checking the popup notifications.

Once you upload the file, you should see a confirmation message indicating that the knowledge base has been successfully linked to your AI assistant. This knowledge base will enable your assistant to provide accurate responses to user inquiries.

4. Configuring the AI Assistant Interface in Pabbly Chatflow

After uploading the knowledge base, it’s time to configure the interface of your AI assistant. In Pabbly Chatflow, you can customize the header, footer, and initial messages that will be displayed to users.

Set a header display name, e.g., ‘Ledger Wise Accounting Services.’ Modify the initial message to greet users, such as ‘Hi there! How can I help you today?’ Choose to display or hide the ‘Powered by’ label.

Once you have configured the interface settings, you can preview the changes in real-time on the right side of the screen. This customization enhances user experience and aligns the assistant’s appearance with your brand identity.

5. Activating Your AI Assistant for Use

Finally, to make your AI assistant operational, you need to activate it in Pabbly Chatflow. This involves saving your settings and enabling the assistant for your contacts.

Go to the settings and select ‘Inbox Settings’ where you can enable AI auto replies. You can choose to enable the assistant for all contacts or specific contact lists. After selecting the desired options, click ‘Save’ to finalize the activation.

Now, your AI assistant is ready to engage with customers in real-time. This automation ensures that you can focus on growing your business while Pabbly Chatflow handles customer interactions effectively.

Conclusion

Creating a working AI assistant using Pabbly Chatflow allows businesses to automate customer interactions efficiently. By following the steps outlined, you can set up your assistant to respond accurately to inquiries and enhance customer service.