Watch Step By Step Video Tutorial Below
1. Setting Up Your AI Assistant with Here and Add
The first step in integrating Here with Add and WhatsApp is to set up your AI assistant. This assistant will automatically respond to customer queries on WhatsApp. To begin, navigate to the Pabi Chartflow dashboard, where you can create your assistant.
Click on the ‘Add’ button to create a new assistant. Name it according to your business, such as “Fast Food Restaurant.” This assistant will utilize the Pabi Chartflow platform to manage customer interactions seamlessly through WhatsApp.
2. Configuring AI Instructions and Settings
Once your assistant is created, the next step is to configure its AI instructions. Under the AI settings, you will define the assistant’s role and responsibilities. This is crucial for ensuring the assistant understands customer queries effectively.
- Set the AI type to “AI Agent”
- Adjust the temperature setting between 0 (focused) and 1 (creative)
- Select the AI model as “GPT-5 Mini”
After adjustments, ensure you have your OpenAI API key ready. This key is essential for connecting the assistant to the AI model. Copy and paste the key into the designated field and click the “Connect” button to establish the integration.
3. Adding Knowledge Source for Your Assistant
A critical component of your AI assistant is the knowledge source. This source provides the assistant with information about your fast food restaurant, enabling it to answer customer inquiries accurately. Create a comprehensive document that includes your menu, services, and any offers.
Upload this document in either PDF or TXT format to the knowledge source section. The assistant will use this information to respond to queries regarding your restaurant’s offerings. The document should be detailed yet concise, ensuring customers receive accurate information.
4. Testing Your AI Assistant on WhatsApp
After setting up the assistant and adding the knowledge source, it’s time to test its functionality. Send a message to your WhatsApp number asking a common question, such as “Do you serve burgers?” The assistant should reply promptly, confirming your menu offerings.
This testing phase is crucial for ensuring that the assistant correctly interprets and responds to customer queries. If the assistant fails to answer correctly, revisit the knowledge source and AI instructions to make necessary adjustments.
5. Automating WhatsApp Conversations with Your Assistant
To fully utilize the capabilities of Pabi Chartflow, you can automate WhatsApp conversations. Go to the settings option and navigate to the inbox settings. Here, you can enable AI auto-reply settings, allowing your assistant to respond to all incoming messages automatically.
For specific users, you can assign the assistant by selecting the contact from your inbox and toggling on the assistant option. This ensures personalized interaction for your customers, enhancing their experience with your fast food business.
Conclusion
Integrating Here with Add and WhatsApp using Pabi Chartflow allows you to automate customer interactions effectively. This setup can enhance customer satisfaction and streamline operations in your fast food business. Start automating your WhatsApp conversations today for better efficiency.



