Watch Step By Step Video Tutorial Below





1. Testing the WhatsApp AI Agent with So I and Simply

To begin, we need to test the WhatsApp AI agent created using So I and Simply. This step ensures that the AI is functioning correctly before deploying it for customer queries.

For testing, send a message, such as ‘Do you have a full cricket kit?’ and wait for a response. The AI should reply with details including price ranges and options available. For example, it might respond, “Yes, we do. We carry full cricket kits. Price range 5,000 to 40,000.” This shows that the integration is successful.

2. Creating Your WhatsApp AI Agent with So I and Simply

Now, let’s create the WhatsApp AI agent from scratch using Pabi Chatflow. Start by visiting the Pabi Chatflow website. You can sign in or sign up for free, which gives you 100 credits monthly.

  • Visit www.pabyt.com/chatflow.
  • Sign in to your account or create a new one.
  • Click on ‘Add WhatsApp Number’ to connect your WhatsApp.

Once signed in, you will see the Pabi Chatflow dashboard. Here, you can manage your WhatsApp number and set up your AI assistant.

3. Setting Up Your AI Assistant Using So I and Simply

To create the AI assistant, navigate to the AI assistant section in Pabi Chatflow. Click on ‘Add Assistant’ and name it, for example, “Fit Sports.” This will allow you to customize the assistant according to your business needs.

Set the instruction type to AI agent and adjust the temperature setting for creativity. A temperature of 0.7 is recommended for a balance of focus and creativity. Enter your OpenAI API key for integration.

  • Select the instruction type as AI agent.
  • Set the temperature to 0.7.
  • Enter your OpenAI API key and click ‘Connect.’

After saving the settings, you can add a knowledge base that includes your business details, products, and services. This will help the AI provide accurate responses based on queries.

4. Customizing Your AI Assistant with So I and Simply

Customization is key for your AI assistant. You can adjust the interface by providing a name, subheading, and initial messages. This helps in personalizing the user experience.

Additionally, you can set the assistant’s look by choosing colors and shapes. This can be done in the styling section of the AI assistant settings. Make sure to enable the display options for a better user interface.

  • Choose a theme mode (light or dark).
  • Set assistant shape to square or rounded.
  • Upload a profile picture for your assistant.

After customizing, save your AI assistant to ensure all changes are applied. This setup will enhance user interaction significantly.

5. Assigning Your AI Assistant to Contacts Using So I and Simply

Finally, assign your AI assistant to specific contacts or groups. This can be done through the inbox settings in Pabi Chatflow. Select the AI assistant you created and save the settings.

You can also enable auto-replies for all contacts or specific lists. This automation ensures that your customers receive prompt responses, enhancing customer service efficiency.

  • Navigate to inbox settings.
  • Enable AI auto replies and select your contact list.
  • Save the rules for effective deployment.

This final step ensures that your AI assistant is actively engaging with customers, providing a seamless experience.

Conclusion

In this tutorial, we learned how to create a WhatsApp AI agent using So I and Simply integration. By following these detailed steps, you can automate your customer interactions efficiently.