Build an AI Sales Assistant on WhatsApp That Talks Like a Human

Learn how to create an AI Sales Assistant on WhatsApp using Pabbly Chatflow. Follow this detailed step-by-step tutorial for seamless integration. 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 Your AI Assistant

To build an AI Sales Assistant on WhatsApp, the first step is to access Pabbly Chatflow. You can do this by navigating to Pabbly.com/chatflow. If you are new to Pabbly, click the ‘Sign Up Free’ button to create your account and get 100 free credits each month.

Once you have signed up or logged in, you will reach the Pabbly Chatflow dashboard. Here, you can add your WhatsApp number by selecting either the WhatsApp connect method or the manual token connect method. This integration is crucial as it allows your AI assistant to interact with users through WhatsApp.

2. Creating Your AI Sales Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, you can start creating your AI Sales Assistant. Click on the ‘Add Assistant’ button and name your assistant, for example, ‘Urban Nest AI Sales Assistant’. This name will help identify your assistant in the future.

• Click on ‘Add AI Assistant’ to proceed.
• You will now be taken to the setup page where you can configure your assistant’s settings.

At this stage, you will set up the AI instructions, knowledge source, interface, and styling for your assistant. This is where Pabbly Chatflow becomes essential, as it allows you to customize how your assistant interacts with users.

3. Configuring AI Instructions and Settings

In the AI instructions section of Pabbly Chatflow, you will define the role and constraints of your AI assistant. This includes specifying the audience, purpose, and style of responses. Set the temperature to balance creativity and focus, typically at 0.5.

Next, choose the AI model you want to use, such as GPT 5.2, and enter your OpenAI API key. This key is necessary for your assistant to function properly. Once configured, you can set additional parameters like header messages and stop keywords.

• Enable the stop keyword to allow users to deactivate the assistant.
• Customize fallback messages for when the assistant cannot respond.

These settings ensure that your AI assistant behaves as expected, providing a seamless experience for your users.

4. Uploading Knowledge Source for Your Assistant

To enhance the performance of your AI Sales Assistant, you need to upload a knowledge base. This can be done by creating a document in Google Docs that includes FAQs and other relevant information about your business.

After preparing your knowledge base, download it in either PDF or plain text format. Then, drag and drop this file into Pabbly Chatflow to upload it. This knowledge source will serve as the brain of your assistant, enabling it to provide accurate responses to user queries.

Once your document is uploaded, you can proceed to configure the assistant interface, where you will customize the display name and initial messages. This is crucial for branding and user engagement.

5. Testing Your AI Sales Assistant on WhatsApp

After setting up your AI Sales Assistant in Pabbly Chatflow, it’s time to test its functionality. Open your WhatsApp account and send a keyword like ‘browse’ to trigger the assistant. This should prompt the assistant to respond with a welcome message and options based on your setup.

If everything is configured correctly, the assistant will provide tailored responses based on user input. This testing phase is vital to ensure that your assistant operates smoothly and meets user expectations.

Monitor the responses to ensure they align with your business goals. Make adjustments in Pabbly Chatflow as needed to refine interactions.

Through this process, you can create a highly effective AI Sales Assistant that enhances user experience and streamlines sales operations.

Conclusion

In this tutorial, we explored how to build an AI Sales Assistant on WhatsApp using Pabbly Chatflow. By following these steps, you can effectively automate sales queries and improve customer interactions.