AI Service Quotation Agent — Instant Pricing on WhatsApp!

Learn how to automate your WhatsApp responses with an AI Service Quotation Agent using Pabbly Chatflow. Get instant pricing and enhance customer service! Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Chatflow for Your AI Service Quotation Agent

To begin automating your WhatsApp responses, the first step is to access Pabbly Chatflow. Simply visit www.Pabbly.com/chatflow in your browser. Once there, sign in to your Pabbly Chatflow account. If you are a new user, you can sign up for free and receive 100 credits monthly.

After signing in, you will be directed to the Pabbly apps page. Click on the Pabbly Chatflow option to access the app dashboard. Here, you can see your credit balance and connect your WhatsApp number by clicking on the Add WhatsApp Number button. This connection is crucial for enabling the AI agent to respond to customer queries via WhatsApp.

2. Creating Your AI Service Quotation Agent in Pabbly Chatflow

Now, navigate to the AI Assistant section within Pabbly Chatflow. Click on Add AI Assistant to start creating your AI agent. Name your assistant as ‘AI Service Quotation Agent’ and select the instruction type as AI Agent. This selection will automatically populate the necessary instructions.

• Set the AI temperature to 0.7 for balanced creativity.
• Choose OpenAI as the AI to use, specifically the GPT-4 mini model.
• Connect your API key to enable the AI functionalities.

After configuring these settings, toggle on the Stop Keyword feature, allowing users to stop responses from the AI by entering a specific keyword. This is essential for managing customer interactions effectively.

3. Uploading Knowledge Source and Configuring Assistant Interface

Next, you need to upload a knowledge source that your AI agent will use to answer queries. In Pabbly Chatflow, select Upload File as your knowledge source option. This file should contain all relevant information about your services, pricing, and policies.

Once uploaded, proceed to configure the assistant interface. Set the display heading message to something recognizable, such as ‘Pabbly Chatflow’. You can also add initial messages that the AI will use to greet customers. Ensure that the Powered by Pabbly option is enabled to maintain branding consistency.

• Choose a theme for the assistant interface (light or dark).
• Customize the assistant shape and colors as per your brand.
• Add profile pictures for the assistant to enhance user experience.

Finally, toggle the AI agent to activate it and remember to save your configuration. This step is crucial to ensure that the AI agent is operational and ready to assist customers.

4. Enabling Your AI Agent for Specific Chats in Pabbly Chatflow

After creating your AI agent, the next step is to enable it for specific chats. In Pabbly Chatflow, go to the Inbox section and select the chat you wish to integrate the AI agent with. Click on Choose AI Assistant and select your created assistant.

For broader application, you can also set up the AI assistant to respond to all contacts or specific lists. To do this, navigate to the Settings and then to Inbox Settings. Here, enable the AI Auto Reply feature and assign the AI agent to the desired list.

Select whether to apply the AI agent to all contacts or specific customer lists. Save your settings to ensure the AI agent is operational.

Testing the AI agent is essential. Send a test message through WhatsApp to verify that the AI responds correctly, confirming that the integration with Pabbly Chatflow is successful.

5. Conclusion: Automate Your Customer Interactions with Pabbly Chatflow

In conclusion, using Pabbly Chatflow to create an AI Service Quotation Agent allows businesses to automate their customer interactions effectively. By following the steps outlined, you can set up an AI agent that provides instant pricing and answers queries through WhatsApp seamlessly.

This automation not only enhances customer service but also saves time and resources. With Pabbly Chatflow, you can ensure that your business is responsive and efficient in handling customer inquiries, leading to increased satisfaction and potential sales growth.