Build an AI Agent to Handle Lead Enquiries

Learn how to create an AI agent for WhatsApp using Pabbly Chatflow to handle lead enquiries effectively. Step-by-step guide included. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your AI Agent

To create an AI agent for handling lead enquiries, start by accessing Pabbly Chatflow. This platform allows you to automate responses via WhatsApp efficiently. Simply search for Pabbly.com in your browser, and you will be directed to the home page of Pabbly.

If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can sign in directly. Once logged in, navigate to the Pabbly Chatflow application to begin setting up your AI agent.

2. Creating Your AI Agent in Pabbly Chatflow

After accessing Pabbly Chatflow, click on ‘Add AI Assistant’ to create a new agent. You will need to provide a name for your assistant and select the type of agent you want to create. Choose from options like AI Agent, Customer Support Agent, or Sales Agent.

• Select the agent type that best fits your business needs.
• Fill in the required fields such as the assistant’s name.
• Click on ‘Add AI Assistant’ to proceed.

Once you’ve created the AI agent, you can start configuring its settings. This includes setting the temperature for responses and selecting the AI model, such as GPT-3 or GPT-5, depending on your subscription.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the AI settings for your agent in Pabbly Chatflow. Set the temperature to determine the creativity of responses. A lower value will yield more focused answers, while a higher value will allow for creative responses.

Next, you’ll need to input your API key from your OpenAI account to connect your AI assistant with the necessary resources. Make sure to copy the API key accurately and paste it into the designated field in Pabbly Chatflow.

• Go to your OpenAI account to generate a new API key.
• Click on ‘Create New Secret Key’ and name your key.
• Copy the key and paste it in Pabbly Chatflow.

After entering your API key, click on the ‘Connect’ button to save your settings. This step is crucial for enabling your AI agent to function correctly.

4. Uploading Knowledge Source in Pabbly Chatflow

To enhance your AI agent’s capability, upload a knowledge source in Pabbly Chatflow. This is where you will provide information that the AI can use to answer customer queries accurately. You can upload a file in plain text or PDF format, ensuring it contains relevant details about your business.

Once you have your knowledge source file ready, click on ‘Upload File’ and select the document you wish to use. After the file is uploaded, your AI agent will be able to reference this information when responding to enquiries.

5. Finalizing Your AI Agent Setup in Pabbly Chatflow

After configuring all necessary settings and uploading your knowledge source, it’s time to finalize your AI agent in Pabbly Chatflow. Activate the assistant by clicking the ‘Activate’ button. This will enable your agent to start responding to customer queries on WhatsApp.

Once activated, you can test your AI agent by sending a message to your business WhatsApp number. The agent should reply promptly, showcasing its ability to handle lead enquiries effectively.

To ensure everything is working smoothly, consider performing multiple test queries to check the responses. This will help you refine your AI agent’s capabilities further.

Conclusion

In this tutorial, we explored how to create an AI agent using Pabbly Chatflow to handle lead enquiries effectively. By following these steps, you can automate responses and enhance customer interactions through WhatsApp. Start your journey with Pabbly Chatflow today to streamline your business communications!