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Best WhatsApp Chatbot for Coaches & Consultants

Watch Step By Step Video Tutorial Below

1. Setting Up Pabi Chatflow for Click and Simply Integration

The first step to integrate Click with Simply is to set up your Pabi Chatflow account. Visit www.pabi.com/chatflow and sign in. If you are a new user, you can sign up for free and receive 100 credits monthly to test the features.

Once signed in, navigate to the Pabi apps page. Here, click on the Pabi Chatflow option to access the dashboard. This dashboard will show your credits consumed and remaining. You will also have the option to add your WhatsApp number, which is essential for the integration.

2. Creating Your AI Assistant for WhatsApp

To create an AI assistant for WhatsApp, select the AI assistant option from the left sidebar. Click on the ‘Add AI Assistant’ button. Name your assistant, for example, “WhatsApp Chatbot for Coaches and Consultants”.

Select the instruction type as AI agent.
Set the AI temperature to 0.7 for balanced creativity.
Choose OpenAI as the AI to use.

After configuring these settings, you will need to enter the API key from your OpenAI account. This key allows your assistant to function effectively. Ensure you save the settings to avoid losing your configuration.

3. Uploading Your Knowledge Base

To enable your AI assistant to respond accurately, you must upload a knowledge base. This can be done by selecting the upload file option in the AI assistant settings. Choose a PDF or Word document that contains essential information about your coaching services.

Make sure your document is concise and includes details like services offered, pricing, and FAQs. After selecting the file, click on the upload button. This knowledge base will serve as the primary source of information for your AI assistant.

4. Configuring the Assistant Interface

Next, you will configure the assistant interface. This involves setting the heading and subheading that will appear to users. You can also add initial messages that the assistant will send when a user initiates a conversation.

Customize the appearance by selecting a theme mode and adjusting the assistant’s shape and colors. You can also toggle the option to show or hide the “Powered by Pabi” message. Once you are satisfied with the settings, click on the save button to finalize your assistant.

5. Enabling Your AI Assistant for Contacts

To enable your AI assistant for specific contacts, go to the inbox settings. Here, toggle on the AI auto-reply settings and select the AI assistant you created. You can assign this assistant to individual contacts, groups, or all contacts.

Choose the list of contacts to which you want to assign the assistant.
Select the AI assistant you created for this list.
Save the settings to apply the changes.

By following these steps, your AI assistant will now be ready to handle queries from users, streamlining your WhatsApp communications effectively.

Conclusion

Integrating Click with Simply using Pabi allows you to automate WhatsApp conversations efficiently. By following the steps outlined, you can create a responsive AI assistant that enhances your coaching business.