AI Assistant for Order Status, Refunds & Common Queries

Learn how to set up an AI assistant for order status and refunds using Pabbly Chatflow. Step-by-step guide to automate customer queries effectively. 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 Your AI Assistant

To create an AI assistant for order status and refunds, start by accessing Pabbly Chatflow. Open a new tab and go to Pabbly.com/chatflow. This platform enables you to automate WhatsApp messages and responses seamlessly.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to get started with 100 free credits every month. For existing users, click on ‘Sign In’ to access your dashboard. From there, select Pabbly Chatflow by clicking the ‘Access Now’ button, which takes you to the main dashboard.

2. Creating Your AI Assistant in Pabbly Chatflow

Once in Pabbly Chatflow, click on the ‘AI Assistant’ button to navigate to the AI assistant creation page. Here, you can train your assistant with a knowledge base to answer common questions effectively.

• Click on the ‘Plus’ icon to create a new AI assistant.
• Enter the assistant name, such as ‘AI Assistant for Order Status, Refunds and Common Queries’.
• Click on the ‘Add Assistant’ button to proceed.

After adding the assistant, select the instruction type as ‘AI Agent’. This defines how your AI should behave and respond to user queries. You can also customize the instructions if needed.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure essential settings for your AI assistant within Pabbly Chatflow. Start by selecting the model provider, which is OpenAI, and then choose the model, like GPT-4 Mini. You will be prompted to enter your API key.

• Click on the ‘Open AI API Keys Page’ button to generate your API key.
• Create a new secret key by clicking the ‘Create New Secret Key’ button.
• Copy the generated key and paste it back in Pabbly Chatflow.

Make sure to set the header and footer messages for your assistant. The header message can be a welcome note, while the footer can contain contact information. You can also specify stop keywords, retry attempts, and fallback messages for better user experience.

4. Uploading Knowledge Source for Your AI Assistant

To enhance the functionality of your AI assistant, upload a knowledge source file in Pabbly Chatflow. This file contains essential information that helps the assistant provide accurate answers related to order status, refunds, and common queries.

Ensure your knowledge source file is in PDF or TXT format and under 90 MB. After preparing your file, you can upload it by dragging it into the designated area in the Pabbly Chatflow interface. This knowledge base will allow your assistant to give specific and relevant responses.

5. Testing Your AI Assistant with Pabbly Chatflow

Once you have configured and uploaded all necessary components, it’s time to test your AI assistant. In Pabbly Chatflow, send a simple message like ‘Hi’ to initiate the conversation. The assistant should respond promptly.

Next, ask specific questions related to order status or refunds. For example, inquire about the refund policy or how long it takes for a refund to process. The assistant will utilize the knowledge base you uploaded to provide accurate information.

By following these steps, you can create a fully automated AI assistant that works 24/7, handling client queries efficiently. If you encounter any issues during setup, feel free to seek help in the comments or through Pabbly support channels.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Chatflow allows you to create a powerful AI assistant that can manage order status, refunds, and common queries seamlessly. This setup not only saves time but also enhances customer satisfaction by providing instant responses. Start using Pabbly Chatflow today to revolutionize your customer service experience!