Build an AI Lead Qualification Agent for Agencies

Learn how to create an AI Lead Qualification Agent using Pabbly Chatflow for your agency. Follow this step-by-step tutorial for seamless integration. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your AI Lead Qualification Agent

To build your AI Lead Qualification Agent, the first step is to access Pabbly Chatflow. Simply visit the Pabbly website and navigate to the Chatflow section. If you’re a new user, click on the ‘Sign Up Free’ button to create your account. This will provide you with 100 free credits each month, allowing you to explore the features of Pabbly Chatflow.

After signing up, log into your account and click on the ‘Access Now’ button in the Chatflow box. This will take you to the Pabbly Chatflow dashboard where you can start creating your AI assistant. Remember, you need to add your WhatsApp number to enable the integration, which can be done by clicking on the ‘Add WhatsApp Number’ button on the left side.

2. Creating Your AI Lead Qualification Agent in Pabbly Chatflow

Now that you have access to Pabbly Chatflow, it’s time to create your AI Lead Qualification Agent. Click on the ‘AI Assistant’ option on the left sidebar, then press the ‘Add Assistant’ button. You will be prompted to name your assistant; enter ‘AI Lead Qualification Agent for Agencies’ and click ‘Add Assistant’ to proceed.

• Select the AI instructions, which define how your assistant will interact with users.
• Set the AI configuration parameters, including temperature and model selection.
• Upload a knowledge source file that contains FAQs and business details.

Once you complete these steps, your AI assistant will be ready to interact with potential leads. This assistant will ask questions to qualify leads and schedule consultations automatically.

3. Configuring AI Instructions and Knowledge Source

The next step in Pabbly Chatflow is to configure the AI instructions for your Lead Qualification Agent. In the AI instructions section, define the role and constraints of your AI agent. This includes specifying the audience, purpose, and style of interaction. You can also adjust the temperature setting to control the creativity of responses.

For the knowledge source, upload a file that contains all relevant information about your agency. This file should include FAQs and any other details that might help the AI assist users effectively. Make sure the file is in PDF or TXT format and does not exceed the size limit of 90 MB.

4. Styling and Publishing Your AI Assistant in Pabbly Chatflow

After configuring the instructions and knowledge source, the next step is to style your assistant. In Pabbly Chatflow, you can adjust the theme, shape, and colors of your assistant to align with your brand identity. This customization enhances user experience and ensures consistency with your agency’s branding.

Once you are satisfied with the design, click on the ‘Save Assistant’ button to save your configurations. To deploy your assistant, you can either embed it on your website or connect it to your WhatsApp account. For WhatsApp, you will need to create a flow that triggers the assistant based on specific keywords.

5. Testing Your AI Lead Qualification Agent

With your AI Lead Qualification Agent configured and styled, it’s time to test its functionality. In Pabbly Chatflow, create a new flow and set the trigger to respond to specific keywords, such as ‘marketing’ or ‘agency.’ This ensures that whenever a potential lead sends these keywords, your AI assistant will engage with them.

After setting up the flow, test the integration by sending the trigger keywords via WhatsApp. Your AI assistant should respond with a welcome message and begin the qualification process. This testing phase is crucial to ensure that everything functions as intended before fully deploying your assistant.

Conclusion

Creating an AI Lead Qualification Agent using Pabbly Chatflow streamlines your agency’s lead qualification process. By following this step-by-step tutorial, you can effectively automate interactions and focus on high-intent prospects. Implementing this system enhances efficiency and improves client engagement.