Automate HR Requests Through WhatsApp (Leave, Policies, Payroll FAQs)

Learn how to automate HR requests using Pabbly Chatflow. This detailed tutorial covers the integration process with steps for WhatsApp automation. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for HR Automation

To start automating HR requests through WhatsApp, you need to access Pabbly Chatflow. Visit the Pabbly Chatflow website and sign up for a free account. This account provides you with 100 free credits each month, which can be used to create your AI assistant.

Once registered, log in to your account and navigate to the Pabbly Chatflow dashboard. Here, you will find options to add your WhatsApp number. Click on the designated button to proceed with adding your WhatsApp number, which is essential for the automation process.

2. Creating Your AI Assistant in Pabbly Chatflow

In this section, you will create an AI assistant that can handle HR requests. Click on the ‘AI Assistant’ option in the left sidebar of Pabbly Chatflow. To create a new assistant, click on the ‘Add AI Assistant’ button located at the top right corner.

• Name your assistant, e.g., ‘Automate HR Requests Through WhatsApp’.
• Follow the four steps: AI Instructions, Knowledge Source, Assistant Interface, and Styling.

Fill in the AI instructions with relevant details about the audience and purpose. Set the temperature for creativity and select the OpenAI model for your assistant. This configuration is crucial for the AI to respond accurately to HR-related queries.

3. Uploading Knowledge Source for Your AI Assistant

After setting up the AI instructions, the next step in Pabbly Chatflow is to upload a knowledge source. This knowledge base should contain FAQs, company policies, and other relevant documents that your AI assistant will use to answer employee queries.

• Download your knowledge base in PDF or plain text format.
• Ensure the file size is under 90 MB and meets the format requirements.

Once you’ve prepared your knowledge file, return to Pabbly Chatflow and upload it in the designated section. This file acts as the brain of your AI assistant, allowing it to provide accurate information in response to user queries.

4. Setting Up Chatbot Flow in Pabbly Chatflow

Now that your AI assistant is configured, it’s time to set up the chatbot flow. Click on the ‘Flows’ section in Pabbly Chatflow and then click on the ‘Add Flow’ button. Name your flow, e.g., ‘Automate HR Requests Through WhatsApp’.

Select a trigger event for your chatbot. For this setup, choose the ‘Keyword or Regex Match’ option. Input the keywords like ‘hello HR’ and ‘leave request’ that will trigger the AI assistant when sent by users.

Connect the trigger to your AI assistant. Ensure the AI assistant responds to the specified keywords.

After configuring the flow, click the ‘Save’ button to ensure your chatbot is operational. This step is crucial for the AI assistant to function correctly when users send their queries.

5. Testing Your AI Assistant on WhatsApp

Once everything is set up in Pabbly Chatflow, it’s time to test your AI assistant. Open your WhatsApp and send the keyword you configured, such as ‘hello HR’. Your AI assistant should respond instantly with a welcome message and options for assistance.

Monitor the responses to ensure that the AI assistant is functioning as intended. If the responses are accurate, your setup is successful, and your employees can now use this AI assistant for HR queries.

With Pabbly Chatflow, automating HR requests has never been easier. Your AI assistant can now efficiently handle inquiries regarding leave balances, company policies, and payroll FAQs, freeing up valuable time for your HR team.

Conclusion

In this tutorial, we explored how to automate HR requests through WhatsApp using Pabbly Chatflow. By following the steps outlined, you can create a responsive AI assistant that efficiently handles employee inquiries, enhancing productivity and responsiveness in your HR processes.