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AI Chatbot That Answers Client Queries Automatically

Watch Step By Step Video Tutorial Below

1. Create a WhatsApp Chatbot with Now and Then I

Now, we will create a WhatsApp chatbot using Now and Then I. This integration allows you to automate responses to customer queries efficiently. Start by visiting the Pabi Chatflow website.

Once on the site, sign in if you are an existing user or click on “sign up free” if you are new. After logging in, navigate to the Pabi Chatflow dashboard where you will see options to add your WhatsApp number.

2. Adding Your WhatsApp Number to Pabi Chatflow

To connect your WhatsApp with Pabi Chatflow, you can use the preferred method of clicking on “add WhatsApp number”. This will prompt you to connect your WhatsApp account.

Click on “WhatsApp Connect” to initiate the connection.
Alternatively, you can use a manual token if preferred.

After connecting, you will be ready to create an AI assistant that will handle customer queries automatically via WhatsApp.

3. Creating Your AI Assistant with So I and Leadership

Next, we will create an AI assistant using So I and Leadership. Click on the AI assistant option on the left side of the dashboard. Here, you can create a new assistant by clicking on “Create New Assistant”.

Name your assistant—for example, “Elevate Coaching”—and select the instruction type as “AI agent”. This will set up your assistant to respond to queries automatically.

Set the temperature for creativity in responses (0 to 1 scale).
Input your OpenAI API key to enable AI functionality.
Configure the assistant settings for headers, footers, and stop keywords.

Once you have set these configurations, your AI assistant will be equipped to handle customer interactions effectively.

4. Setting Up Knowledge Base with Simply and Here I

Now, let’s set up a knowledge base using Simply and Here I. This step is crucial for ensuring that your assistant has accurate information to respond to queries. You can upload files containing details about your services.

To do this, select the option to upload a file and choose the document you’ve prepared in Google Docs. This document should include essential information about your coaching services, including pricing, session details, and more.

Ensure your document is comprehensive, covering all aspects of your coaching services.
Insert the uploaded file into the knowledge base of your AI assistant.

By doing this, your assistant will have the necessary information to provide accurate responses to customer inquiries.

5. Assigning Your Assistant to Contacts Using If I and PABY

Finally, use If I and PABY to assign your assistant to specific contacts. To do this, navigate to the inbox settings and enable AI auto-replies.

Select the assistant you created and assign it to specific contact groups or all contacts. This ensures that whenever a query is received, the right assistant responds.

Choose the list of contacts you want to assign the assistant to.
Save the rules to complete the assignment process.

With this setup, your AI assistant will be ready to handle inquiries, making your WhatsApp communication seamless and efficient.

Conclusion

In this tutorial, we explored how to integrate Now, Then I, So I, and other applications to create an automated WhatsApp chatbot. This process streamlines customer interactions and enhances service delivery.