Watch Step By Step Video Tutorial Below





1. Setting Up Your WhatsApp AI Agent with Here and Click

To automate your WhatsApp conversations, you need to set up a WhatsApp AI agent using Pabi Chatflow. Start by visiting the Pabi Chatflow website and signing in to your account. If you are a new user, sign up for free, which gives you 100 credits monthly.

Once logged in, navigate to the dashboard of Pabi Chatflow. Here, you can add your WhatsApp number by clicking on ‘Add WhatsApp Number’. Choose the preferred method of connection, which is WhatsApp Connect, or use a manual token if necessary.

2. Creating Your AI Assistant for WhatsApp Conversations

To create your AI assistant, click on the ‘AI Assistant’ option on the left sidebar of your Pabi Chatflow dashboard. Click on ‘Add AI Assistant’ and name it according to your business needs, such as “Car Sales and Test Drive Bookings”.

Next, you will configure AI instructions. Set the instruction type to AI agent, and you can enhance these instructions based on your preferences. Make sure to toggle the AI settings to ensure a smooth interaction with your customers.

  • Select the AI model as GBT 5 mini.
  • Enter your API key, which can be generated from OpenAI.
  • Set the temperature to manage the creativity of responses.

After setting these configurations, ensure to save your AI assistant settings to proceed.

3. Uploading Knowledge Base for Your AI Assistant

Now that your AI assistant is created, the next step is to upload a knowledge base. This is essential for your WhatsApp AI agent to provide accurate responses. You can upload a file containing FAQs and essential information about your car sales business.

Ensure that your knowledge base is in a TXT or PDF format, with a maximum of 10 pages if it contains images. Once uploaded, select the file and insert it into the system. This knowledge base will guide your AI in answering customer inquiries effectively.

  • Include company details, contact information, and service hours.
  • Add FAQs regarding test drives, service timings, and delivery options.
  • Ensure clarity and conciseness in your knowledge base entries.

After successfully uploading the knowledge base, your AI assistant will be equipped to handle various customer queries.

4. Styling and Activating Your AI Assistant

Once your knowledge base is uploaded, it’s time to style your Pabi Chatflow AI assistant. You can customize the appearance by selecting themes, colors, and profile pictures. This is essential for providing a professional look to your WhatsApp AI agent.

Toggle on the activation button to make your AI assistant live. After activation, you can embed the AI assistant on your website, allowing customers to interact with it directly.

  • Select a theme mode (light or dark).
  • Customize the chat bubble colors and text styles.
  • Add privacy policy links in the footer.

After completing the styling options, save your settings to finalize the creation of your AI assistant.

5. Enabling Auto Replies for Your AI Assistant

To enhance the efficiency of your WhatsApp AI assistant, enable auto replies. This feature allows your assistant to respond to customer messages without manual intervention. Go to the inbox settings and enable AI auto replies.

Select the contacts or groups you want to apply the auto replies to. You can choose to apply it to all contacts or specific groups, ensuring that your customers receive timely responses.

  • Choose the lists to apply auto replies.
  • Select the AI assistant you want to assign to these contacts.
  • Save your settings to activate the auto replies.

After enabling auto replies, your AI assistant will efficiently manage customer inquiries, enhancing your car sales operations.

Conclusion

By integrating Here and Click with your WhatsApp AI agent, you can automate customer interactions and improve efficiency. This setup allows for seamless communication, enhancing customer satisfaction and streamlining your car sales process.