Automate Client Follow-Ups for Health and Wellness Coaches on WhatsApp Using Pabbly Chatflow

Learn how to automate client follow-ups for health and wellness coaches on WhatsApp using Pabbly Chatflow. Step-by-step tutorial with detailed instructions. 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 Automation

To automate client follow-ups for health and wellness coaches on WhatsApp, you first need to access Pabbly Chatflow. Simply type the URL Pabbly.com/chatflow in your browser. Once on the landing page, you’ll see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can click on ‘Sign In’. After logging in, you will be directed to the Pabbly Chatflow dashboard, where you can start building your automation.

2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option in the sidebar. This will take you to the AI assistant page where you can see any assistants you’ve previously created.

• Click on the ‘Add AI Assistant’ button.
• Enter a name for your assistant, such as ‘Vital Path Coaching’.
• Select the instruction type as ‘AI Agent’.

Once you’ve named your assistant and selected the instruction type, click on the ‘Add AI Assistant’ button to proceed. You’ll be taken to the configuration page where you can set up the AI’s functionalities.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the settings for your AI assistant within Pabbly Chatflow. Start by setting the AI’s creativity level using the temperature setting. A value of 0.5 is recommended for balanced responses.

Next, select the AI model you wish to use. For instance, you can choose the ‘GPT-4 Mini’ model. Ensure you also paste your OpenAI API key, which is necessary for the AI to function properly. Follow these steps:

• Enable the header message and footer message options if desired.
• Set your stop keywords, such as ‘stop’, to allow users to halt the AI’s responses.
• Configure fallback messages for when the AI cannot respond.

After filling in these settings, save your changes to ensure your AI assistant is configured correctly.

4. Uploading Your Knowledge Base to Pabbly Chatflow

To provide your AI assistant with the necessary information, you will need to upload a knowledge base document. This document should contain details about your services and offerings. Ensure it’s in either .txt or .pdf format.

Once your document is ready, navigate to the knowledge source section in Pabbly Chatflow and upload your file. After uploading, you will see a confirmation message indicating that the file has been processed successfully. This knowledge base is crucial for enabling your AI assistant to provide accurate responses to client queries.

5. Testing Your AI Assistant on WhatsApp

After setting up your AI assistant and uploading the knowledge base, it’s time to test its functionality. Go to your WhatsApp and send a message to the number linked with your Pabbly Chatflow account. For example, you can type ‘Hey, I need help’.

Your AI assistant should respond with a message like ‘I’m ready to assist, please share what you need help with’. You can continue to ask questions related to your services, and the AI should provide answers based on the knowledge base you’ve uploaded.

Conclusion

Using Pabbly Chatflow, health and wellness coaches can effectively automate client follow-ups and enhance communication on WhatsApp. This tutorial has guided you through creating an AI assistant, configuring its settings, and testing its responses to ensure efficient client management.