Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin your automation journey, you need to access Pabbly Connect. If you’re a new user, simply search for pabbl.com/connect in your browser. Once on the landing page, click on the “Sign Up for Free” button in the top right corner.

This will allow you to create an account and explore the features of Pabbly Connect. You get 100 free tasks every month, which means you can add up to 100 entries into your Google Sheets without any cost. This is an excellent opportunity to test the platform before committing to a subscription.

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2. Setting Up Your Workflow in Pabbly Connect

Once you log into Pabbly Connect, navigate to the workflow builder. This is where you will set up the automation between Typeform and Google Sheets. Click on the “Add Trigger” button to start your workflow.

• Select Typeform as the trigger application.
• Choose the event as “New Entry”.
• Click on “Connect” to establish a connection.

After setting the trigger, you will need to connect your Typeform account. If you have an existing connection, select it. Otherwise, click on “Add New Connection” and log in to your Typeform account. Accept any permissions requested to complete the connection.

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3. Capturing Form Responses with Pabbly Connect

With the connection established, you need to select the specific form you want to use. In this case, choose your booking form from Typeform. Ensure the response format is set to “Advanced” and click on “Save and Send Test Request”.

Now, to capture the webhook response, you need to fill out your Typeform. Open the form link in a new tab and enter the details. For example, use names like “Jane User” and an email like “[email protected]”. Once submitted, the response will be captured in Pabbly Connect.

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4. Adding Responses to Google Sheets via Pabbly Connect

After capturing the response, it’s time to add the data to Google Sheets. Click on “Add New Action Step” and select Google Sheets as the action application. For the event, choose “Add New Row” and click on “Connect”.

• If you have an existing connection, select it; otherwise, create a new one by signing in with your Google account.
• Grant the necessary permissions for data access.
• Select the spreadsheet and sheet where you want to add the data.

Next, map the fields from Typeform to Google Sheets. This means inserting data from the previous step dynamically. Click on the respective fields and choose the mapped data from Typeform. Finally, click on “Save and Send Test Request” to verify that the data has been successfully added to your Google Sheets.

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5. Conclusion

In this tutorial, you learned how to integrate Google Sheets and Typeform using Pabbly Connect. This seamless automation allows you to capture booking details and store them directly in Google Sheets without manual input.

Utilizing Pabbly Connect not only simplifies your workflow but also enhances efficiency in data management. Now you can automate your processes and focus on what truly matters!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Create Your WhatsApp AI Chatbot

To create a WhatsApp AI chatbot, you first need to access Pabbly Connect. Begin by searching for pabby.com/chartflow in your browser. This will direct you to the Pabbly Chartflow homepage.

On the homepage, you’ll see two options: “Sign In” and “Sign Up Free.” If you’re a new user, click on “Sign Up Free” to try out Pabbly Connect for free. Existing users can simply sign in to their accounts.

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2. Setting Up WhatsApp Integration in Pabbly Connect

Once logged into Pabbly Connect, navigate to the “All Pabbly Apps” window. Click on “Access Now” under Pabbly Chartflow to reach the dashboard. Here, you will connect your WhatsApp number by clicking the add button.

• Select the method for connecting your WhatsApp number.
• Follow the prompts to complete the integration.
• Ensure your WhatsApp number is active for testing.

This setup allows Pabbly Connect to facilitate seamless communication between your WhatsApp and the chatbot functionalities.

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3. Creating Your AI Assistant in Pabbly Chartflow

To create your WhatsApp AI assistant, access the “AI Assistant” feature in Pabbly Connect. Click on the add button to start a new assistant. You will be prompted to name your assistant and then proceed to the configuration window.

In the AI instructions section, select the instruction type from the dropdown. You can opt for a custom prompt or one of the predefined options like “AI Agent” or “Customer Support Agent.” After selecting, Pabbly Connect will automatically update some basic instructions for your assistant.

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4. Configuring AI Settings for Optimal Performance

Configuring your AI assistant’s settings is crucial for effective communication. In the AI configuration section, set the temperature to determine how creative the responses will be. A lower temperature offers more focused responses, while a higher temperature allows for creativity.

Next, select the AI to use, such as OpenAI, and choose the model accordingly. You will need to input your OpenAI API key to connect the AI to Pabbly Connect. This API key can be obtained from your OpenAI account by creating a new secret key.

• Add a header message and footer message for your assistant.
• Specify stop keywords that will allow users to stop the assistant.
• Set retry attempts and fallback messages for API failures.

These configurations ensure that your WhatsApp AI chatbot operates smoothly and effectively, enhancing user experience through Pabbly Connect.

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5. Activating and Assigning Your Assistant to WhatsApp Chats

After configuring your AI assistant, the next step is to activate it. Turn on the activation button and click the save button to finalize your settings in Pabbly Connect.

To assign your assistant to WhatsApp chats, navigate to the inbox settings. Here, enable the auto-reply feature, select your contact list, and assign the assistant. For bulk assignments, this method is effective. Alternatively, you can assign the assistant to individual chats by selecting them in the inbox.

Once the assistant is assigned, it will automatically respond to queries on WhatsApp, providing instant replies to customers. This integration showcases the power of Pabbly Connect in automating customer interactions.

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Conclusion

In this tutorial, we explored how to create a WhatsApp AI chatbot using Pabbly Connect. By following the steps outlined, you can automate customer interactions effectively, enhancing your business operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start integrating your WhatsApp chatbot, first, access Pabbly Connect by visiting the official Pabbly Chartflow page. This platform is essential for automating your WhatsApp communications effectively.

If you are new to Pabbly, click on the “Sign Up Free” option. Existing users can simply log in. Make sure to take advantage of any available coupon codes for discounts on Pabbly services.

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2. Creating Your WhatsApp Chatbot Using Pabbly Connect

Once logged into Pabbly Connect, navigate to the “Flows” section where you can create your WhatsApp chatbot. Click on the “Add Flow” button to start building your chatbot.

• Name your flow, e.g., “Generate Real Estate Leads Chatbot Setup”.
• Toggle the active/inactive switch to make your flow operational.
• Use the “Save” button to keep your progress.

In this section, you can design your chatbot flow using a user-friendly drag-and-drop interface. This feature allows you to customize responses and actions based on user interactions.

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3. Setting Up Trigger Events in Pabbly Connect

In Pabbly Connect, the next step is to set up trigger events for your chatbot. Select the “Trigger Events” option and choose the event type, like “Template Selected”.

After that, click on the “Choose Template” button to select a pre-designed template, such as the “Real Property Alert” template. This template is crucial for initiating conversations with potential buyers.

• Ensure the template is approved by Meta for seamless communication.
• Link the button options like “Yes Show Details” and “View Best Offers” to guide users.

By configuring these trigger events, your chatbot can effectively manage user interactions and provide relevant information based on their choices.

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4. Utilizing Custom Fields in Pabbly Connect

Custom fields play a vital role in personalizing user interactions within Pabbly Connect. Set up custom fields to capture user details like property type, full name, and contact number.

To create a custom field, navigate to the settings option and click on “Contact Custom Fields”. Enter the field names and descriptions as needed. This allows your chatbot to provide tailored responses based on user inputs.

• Create fields for property type, name, phone number, and viewing date.
• Ensure to link these fields correctly to capture user data accurately.

By implementing these custom fields, your WhatsApp chatbot can dynamically respond to users, ensuring a personalized experience throughout their interaction.

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5. Testing Your WhatsApp Chatbot with Pabbly Connect

After setting up your WhatsApp chatbot in Pabbly Connect, it’s time to test its functionality. Use the “Inbox” feature to send a test message to your WhatsApp business account.

Select the template you created earlier and fill in the required fields. Once sent, your chatbot should respond according to the pre-defined flow you established.

• Confirm that the bot captures user details accurately.
• Ensure that all buttons and responses function as intended.

By following these steps, you can verify that your WhatsApp chatbot is operational and ready to engage with potential leads effectively.

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Conclusion

Integrating a WhatsApp chatbot using Pabbly Connect allows for efficient lead generation in real estate. By following the steps outlined, you can automate your communications and enhance user engagement seamlessly.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Instagram Automation

To start automating your Instagram posts, you first need to access Pabbly Connect. Open a new tab and search for paby.com/connect. This will take you to the Pabbly Connect landing page where you have two options: sign in or sign up for free.

If you are a new user, click on the sign-up option to create an account. You will receive 100 free tasks which allow you to set up your automation without any cost. If you’re an existing user, simply sign in and access your dashboard to begin using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you’re signed in, navigate to the “All Pabbly Apps” section and click on the “Access Now” button for Pabbly Connect. To create a new automation, click on the “Create Workflow” button. Name your workflow; for example, “Gemini Auto Post on Instagram”.

• Select a folder for your workflow.
• Identify the trigger and action steps.
• Set the trigger application to “Scheduled by Pabbly”.

In this step, you will set your trigger to run every day at a specific time. For example, set it to run at 12:00 PM Asia/Kolkata time. This setup ensures that Pabbly Connect executes your workflow automatically every day.

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3. Generating Unique Content with Google Gemini

After setting up the trigger, the next step is to generate unique content using Google Gemini. Add an action step where the application is set to Google AI Studio, and the event is “Generate Content”. Click on the “Connect” button to establish the connection.

You will need an API key to connect Google Gemini to Pabbly Connect. To generate the API key, visit the Gemini playground page, create a new key, and copy it into the relevant field in Pabbly Connect. Now, enter the prompt for generating content, such as “You’re a creative social media manager from a premium skincare brand called Natural Blow Skincare.” This prompt will guide Gemini in generating unique Instagram captions.

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4. Generating Images and Shortening URLs

Once the caption is generated, you will want to create an image that corresponds with it. Add another action step in Pabbly Connect, selecting Google AI Studio again, but this time the event is “Generate and Edit Images” using Nano Banana. Connect using your existing credentials.

• Use the prompt to generate a high-quality image based on the caption.
• Map the caption data from the previous step.

After generating the image, you will need to shorten the long URL using Bitly. Add another action step for Bitly, select the event “Shorten Link”, and connect your Bitly account. Map the image URL from the previous step to shorten it for Instagram compatibility.

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5. Posting on Instagram with Pabbly Connect

Finally, to post on Instagram, add an action step for “Instagram for Business” and select the event “Create Upload Publish Photo”. Connect your Instagram account to Pabbly Connect and select the account where you want to post.

Map the shortened URL and the generated caption from the previous steps. Once everything is set, click on the “Save and Send Test Request” button to publish your post. If successful, you will see the post appear on your Instagram account with the unique caption and image generated by Gemini and Nano Banana.

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Conclusion

With this tutorial, you can now automate your Instagram posts using Pabbly Connect, Google Gemini, and Bitly. This integration allows you to effortlessly generate unique content daily, streamlining your social media management.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating your daily Facebook posts, you need to access Pabbly Connect. If you are a new user, open your browser and visit pabbl.com/connect. Click on the “Sign Up for Free” button in the top right corner to create an account.

Once signed up, you will receive 100 free tasks per month to explore Pabbly Connect. This allows you to post up to 100 daily motivational quotes for free. If you find it useful, consider purchasing a subscription plan for additional features.

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2. Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. This is where you will set up your automation process. Click on the “Add Trigger” button to begin.

For the trigger application, select “Scheduled by Pabbly” and choose the event as “Schedule Workflow”. Set the frequency to run daily at 10 a.m. and click “Save”. This ensures that your workflow is scheduled to run every day.

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3. Integrating Gemini to Generate Quotes

Next, you will integrate Gemini into your workflow using Pabbly Connect. Click on “Add New Action Step” and select Gemini as the action application. Choose the event “Generate and Edit Image” and click on “Connect”.

If you have an existing connection with Gemini, select it; otherwise, click “Add New Connection”. You will need to input your API key from Google AI Studio. To retrieve the API key, go to Google AI Studio, select “Get API Key”, create a new key, and copy it into your workflow.

• Open Google AI Studio and navigate to “Get API Key”.
• Click on “Create API Key” and name your key.
• Select your project and create the key.

Once you have pasted the API key into Pabbly Connect, select the model (e.g., Nano Banana 2) and set the method to “Generate Content”. Input your prompt for the motivational quote and click “Save and Send Test Request” to generate the image.

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4. Posting Generated Quotes to Facebook

After generating the motivational image, the next step is to post it on Facebook through Pabbly Connect. Click on “Add New Action Step” and search for Facebook Pages. Select it and choose the event “Create Page Photo Post”.

Click on “Connect” and log into your Facebook account if prompted. After establishing the connection, select the Facebook page where you want the post to appear. Use the URL generated from Gemini as the photo URL. Instead of typing it manually, use the mapping feature in Pabbly Connect to ensure the URL updates dynamically with each new post.

• Select your Facebook page from the dropdown list.
• Map the photo URL generated from the previous step.
• Add a static description for the post.

Once everything is set, click on “Save and Send Test Request”. You should see a confirmation that your quote has been successfully posted on your Facebook page.

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5. Conclusion: Automate Your Facebook Posts with Pabbly Connect

By following this tutorial, you can easily automate your daily Facebook posts using Pabbly Connect and Gemini. Every day at 10 a.m., your motivational quotes will be posted automatically without any manual effort. Enjoy the benefits of automation and save time while inspiring others!

Start using Pabbly Connect today to streamline your social media management and explore its other powerful features for seamless integrations.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Connect

To create a WhatsApp chatbot, you first need to access Pabbly Connect. Start by visiting the official Pabbly website and navigating to the Pabbly Connect section. If you are new to Pabbly, click on the “Sign Up Free” option to create your account, which gives you 100 free credits monthly. This allows you to send up to 100 messages to users without any cost.

After signing up, log in to your Pabbly Connect account. You will be directed to the Pabbly Connect dashboard, where you can begin setting up your WhatsApp chatbot. Make sure to add your WhatsApp number to your account, as this is crucial for the chatbot to function seamlessly.

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2. Creating Your Chatbot Flow in Pabbly Connect

Now that you have set up your account, the next step is to create your chatbot flow using Pabbly Connect. Click on the “Flows” option in the dashboard to access the flow builder. This no-code, drag-and-drop interface allows you to design your chatbot easily.

• Click the “Add Flow” button to start a new flow.
• Choose a trigger event. For this tutorial, select “Keyword” to initiate the chatbot.
• Enter keywords such as “hi” and “hello” to trigger the welcome message.

After setting the keywords, you can add a welcome message to greet users. This message will appear whenever a user sends any of the specified keywords. Make sure to connect this trigger to the welcome message in your flow.

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3. Adding Buttons and Custom Fields

In this section, we will enhance the user experience by adding buttons and utilizing custom fields within Pabbly Connect. To do this, you’ll want to create quick reply buttons that guide users through the chatbot interactions. For example, add buttons labeled “Trending Items”, “View Prices”, and “Talk to Support”.

• For each button, select the button type as “Quick Reply”.
• Link these buttons to the appropriate responses in your flow.
• Use custom fields to capture user-specific data, like their name and product interest.

These buttons not only make the chatbot interactive but also enhance user engagement by allowing quick access to information. Ensure that you save your flow regularly to avoid losing any progress.

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4. Finalizing Your Chatbot Setup with Pabbly Connect

With your buttons and custom fields in place, it’s time to finalize the setup of your WhatsApp chatbot using Pabbly Connect. After users interact with the buttons, your bot should ask for their full name and address to proceed with their order. Use the “Ask Question” feature to prompt users for this information.

Make sure to configure the response messages to include dynamic data using the dollar symbol, which allows the bot to personalize responses based on user inputs. For instance, you can create a message that says, “Thank you, $full_name, for sharing your details!” This personalization enhances user experience significantly.

Finally, set up a confirmation message to inform users that their request has been received. This message should also include their selected product details, ensuring they feel acknowledged and informed throughout the process.

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5. Testing and Launching Your WhatsApp Chatbot

Before launching your WhatsApp chatbot, it’s essential to test the entire flow to ensure everything works as intended. Use Pabbly Connect to simulate user interactions and verify that the chatbot responds correctly to various inputs.

• Test each keyword and button to ensure they trigger the right responses.
• Check the dynamic responses to confirm they pull the correct user data.
• Make any necessary adjustments based on your testing results.

Once you are satisfied with the performance of your chatbot, activate the flow in Pabbly Connect. Your WhatsApp chatbot is now ready to greet customers, provide information, and handle inquiries automatically, even while you sleep!

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Conclusion

Creating a WhatsApp chatbot using Pabbly Connect is a straightforward process that enhances customer interaction without needing coding skills. This tutorial provided a step-by-step guide to set up your bot, ensuring it is both functional and user-friendly. Start using your WhatsApp chatbot today to improve customer engagement and streamline communication.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Automation

To start automating WhatsApp conversations, you first need to access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, create an account to start your automation journey.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will be able to create workflows that integrate various applications, including WhatsApp, for seamless communication. Make sure to familiarize yourself with the interface to maximize your efficiency.

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2. Setting Up WhatsApp with Pabbly Connect

After accessing Pabbly Connect, the next step is to connect your WhatsApp number. Click on the “Add WhatsApp Number” option in the dashboard. You can choose to connect via a preferred method or use a manual token.

• Select the preferred method for WhatsApp connection.
• Follow the prompts to complete the connection.

After successfully connecting WhatsApp, you can start creating your AI agent. This agent will handle customer queries automatically, making your business operations more efficient. Ensure your WhatsApp number is verified to avoid any issues during integration.

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3. Creating Your AI Agent in Pabbly Connect

To create an AI agent, navigate to the “AI Assistant” option in Pabbly Connect. Click on “Create New Assistant” and name it according to your business needs, such as “WhatsApp AI Agent”. This agent will respond to customer queries.

Next, fill in the required configuration settings. Set the instruction type to “AI Agent” and adjust the creativity level as needed. For instance, a temperature setting of 0.7 allows for more creative responses. Don’t forget to enter your OpenAI API key to enable the AI functionalities.

• Set the instruction type to AI agent.
• Adjust the temperature for creativity.
• Enter your OpenAI API key.

Once these settings are configured, you can save your AI agent. This agent is now ready to handle customer interactions on WhatsApp, providing instant responses to queries.

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4. Configuring AI Responses in Pabbly Connect

After creating your AI agent, you can configure its responses. In Pabbly Connect, you will find options to set up initial messages, fallback messages, and stop keywords. These configurations ensure that your AI agent can handle various customer inquiries effectively.

For example, you can set a fallback message for when the AI cannot answer a query. Additionally, you can specify stop keywords that will allow users to escalate issues to human support when necessary. This enhances the user experience and ensures customer satisfaction.

• Set up initial messages for customer engagement.
• Define fallback messages for unanswered queries.
• Specify stop keywords for human escalation.

By carefully configuring these settings, your AI agent will be well-equipped to handle a variety of customer interactions, streamlining your business operations.

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5. Assigning Your AI Agent to WhatsApp Chats

Once your AI agent is configured, you can assign it to specific WhatsApp chats through Pabbly Connect. Navigate to the inbox settings and select the AI assistant you created. This step is crucial for ensuring that your AI agent responds to customer inquiries in real-time.

You can assign the AI assistant to individual chats or groups, and even automate replies for all contacts. This feature saves time and ensures that no customer query goes unanswered. Simply follow the prompts in the settings to complete the assignment process.

• Navigate to inbox settings in Pabbly Connect.
• Select the AI assistant for assignment.
• Automate replies for all contacts if needed.

By assigning your AI agent to these chats, you ensure a consistent and efficient communication flow with your customers, enhancing their overall experience with your business.

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Conclusion

In this tutorial, we explored how to automate WhatsApp conversations using Pabbly Connect. By integrating various applications and configuring your AI agent, you can streamline customer interactions and improve efficiency.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and WhatsApp Integration

In this tutorial, we will explore how to create an automated WhatsApp chatbot using Pabbly Connect. This integration allows businesses to manage appointments effortlessly without any programming skills.

By utilizing Pabbly Connect, you can streamline the booking process for your clients. The chatbot will interact with users by asking for their preferred services and appointment details, making it a valuable tool for any service-based business.

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2. Setting Up Your Pabbly Connect Account

To begin, you need to access Pabbly Connect. If you are a new user, sign up for a free account to get started. Existing users can simply log in.

Once logged in, navigate to the Pabbly applications. Here’s how to set up your WhatsApp integration:

• Click on the “Access Now” button for Pabbly Chatflow.
• Add your WhatsApp number in the Pabbly Chatflow account.
• Familiarize yourself with the dashboard for creating your chatbot.

After completing these steps, you are ready to create your chatbot flow.

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3. Creating Your WhatsApp Chatbot Flow

In the Pabbly Chatflow dashboard, click on the “+ Add Flow” button to start creating your chatbot. Name your flow, such as “Automated Appointment Booking Chatbot.” This name helps you identify your project.

Next, you will set up the trigger events. Select the option for keywords, which will activate the chatbot when users send specific messages. Enter keywords like “book appointment,” “hi,” and “hello” to ensure the bot responds appropriately.

After setting up the keywords, configure the response message. Use the list button to present service options to users. Add services such as nail services, hair services, and relaxation services. This allows users to select their desired service easily.

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4. Configuring Custom Fields for User Input

Once the service selection is made, the chatbot will need to gather user information. Utilize the “Set Custom Field” action in Pabbly Connect to capture the service type selected by the user.

To enhance user experience, create contact custom fields for capturing details like full name, contact number, and appointment date. Here’s how:

• Navigate to the settings option and go to “Contact Custom Fields”.
• Click on “+ Add More Field” to create fields for each user input.
• Ensure the names and descriptions are clear for each field.

These custom fields will make the chatbot dynamic and responsive to user inputs.

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5. Finalizing Your Chatbot Flow and Testing

After configuring all necessary fields and responses, save your flow in Pabbly Connect. This step is crucial to ensure that your chatbot functions as intended.

To test the chatbot, send a message to your WhatsApp number and observe the responses. The bot should guide users through the booking process and provide confirmation messages based on their inputs.

Remember, the chatbot will dynamically replace information like service type and user name in confirmation messages, enhancing the overall user experience. Once tested, your chatbot is ready to handle appointments automatically.

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Conclusion

In conclusion, using Pabbly Connect to create an automated WhatsApp chatbot simplifies appointment bookings for businesses. This tutorial provides a clear path to setting up your chatbot, making it accessible for anyone.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your Property Assistant

To create your AI property assistant, the first step is accessing Pabbly Chatflow. Open a new tab and navigate to pabbly.com/chatflow. This will direct you to the landing page where you can sign up for a free account or log in if you are an existing user.

New users will need to click on the “Sign Up Free” button to create an account. After signing up, you will receive 100 free credits each month, which can be used to explore the features of Pabbly Chatflow.

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2. Adding Your WhatsApp Number in Pabbly Chatflow

After logging into Pabbly Chatflow, the next step is to add your WhatsApp number. This allows you to create WhatsApp chatbots and assistants. Click on the “Add WhatsApp Number” button and choose one of the provided methods to add your number.

• Select the method to verify your WhatsApp number.
• Follow the on-screen instructions to complete the verification process.

Once your WhatsApp number is added, you can start creating your assistant. This feature is crucial for automating your property business using Pabbly Chatflow.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the assistant section in Pabbly Chatflow. Click on the “Add a Assistant” button and name your assistant (e.g., AI Property Advisor Assistant). You will be directed to a page with four steps to create your assistant.

The first step involves providing AI instructions. Choose the instruction type as “AI Agent” and enter the relevant instructions. Adjust the temperature setting to balance creativity and focus, and select OpenAI as the AI to use.

• Set the temperature to 0.5 for a balanced response.
• Input your OpenAI API key to connect your assistant.

After configuring these settings, you can proceed to the next steps of uploading your knowledge base and customizing the assistant interface.

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4. Uploading Your Knowledge Base to Pabbly Chatflow

The next step in Pabbly Chatflow is uploading a knowledge base file that contains details about your property business. This file should be in PDF or plain text format and must not exceed 90 MB. You can create this knowledge base in Google Docs and download it in the required format.

To upload your file, click on “Choose or drag a file here” and select your downloaded knowledge base. Ensure that it meets the format requirements:

• File size must be less than 90 MB.
• Accepted formats: .pdf or .txt.

After successfully uploading your knowledge base, you can proceed to customize the assistant interface and styling options in Pabbly Chatflow.

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5. Customizing Your Assistant Interface and Styling

Once your knowledge base is uploaded, you can customize your assistant’s interface in Pabbly Chatflow. Update the header, footer, and initial messages to reflect your brand. You can also enable or disable branding options as needed.

For styling, you can modify the theme, shape, and background color of your assistant. Once you are satisfied with the changes, click the “Save AI Assistant” button to finalize your setup.

To test your AI assistant, send the keyword “property” in your WhatsApp chat. The assistant should respond with a welcome message, indicating that it is functioning correctly. This process showcases the efficiency of Pabbly Chatflow in automating interactions with potential property clients.

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Conclusion

In this tutorial, we explored how to create an AI property assistant using Pabbly Chatflow. By following these steps, you can automate customer interactions and enhance your property business’s efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating SMS alerts for Calendly appointments, first access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect homepage at pabbly.com/connect.

On the homepage, you will see options to either sign in or sign up. If you’re a new user, click on “Sign Up Free” to create an account. This allows you to explore Pabbly Connect with 100 free tasks monthly, enabling you to set up your automation without any cost.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your SMS alert automation using Pabbly Connect. After signing in, navigate to the workflow page. Here, click on the “Add Trigger” option.

• Select “Calendly” as your trigger app.
• Choose the event “Invite Created”.
• Click on “Connect” to establish a connection with your Calendly account.

Once connected, select the organization you want to use and click on “Save and Send Test Request”. This action will initiate the workflow, waiting for a webhook response from Calendly when a new appointment is made.

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3. Testing the Appointment Booking

After setting up the trigger, it’s time to test the workflow using Pabbly Connect. Go to your Calendly account and create a new appointment. Enter the necessary details like name and email, then schedule the event.

Once the appointment is scheduled, return to Pabbly Connect. You should see a response indicating that the appointment data has been captured successfully. This confirms that your trigger is working correctly and is ready to send SMS alerts.

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4. Formatting Date and Time for SMS

Next, you will format the date and time using the Date Time Formatter tool in Pabbly Connect. Add a new action step and select “Date Time Formatter” as your action app.

• Choose the event “Format Date with Time Zone”.
• Map the date from the previous step’s response.
• Select the appropriate time zones for conversion.

After formatting the date, save the request. This will ensure the date and time are correctly displayed in the SMS alert.

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5. Sending SMS Alert via Twilio

The final step involves sending the SMS alert using Twilio through Pabbly Connect. Add another action step and select “Twilio” as your app.

Connect to your Twilio account by entering your Account SID and Auth Token. Then, enter the SMS body, mapping the formatted date and time from the previous steps. Finally, input your Twilio phone number as the sender and the recipient’s phone number.

Click on “Save and Send Test Request” to send the SMS. Once confirmed, you will receive a personalized SMS alert about the appointment, demonstrating that your integration is successful.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate SMS alerts for Calendly appointments. By following the steps outlined, you can streamline your appointment notifications efficiently.