Watch Step By Step Video Tutorial Below





Creating WhatsApp as Your AI Assistant

Creating WhatsApp as your AI assistant using Pabbly Chartflow is straightforward. This process allows you to automate responses to customer queries without any coding skills. You can set up an AI assistant that can manage inquiries on WhatsApp effectively.

To start, you will need to log into your Pabbly Chartflow account. If you are a new user, sign up and receive 100 free credits. This will enable you to create your AI assistant without any costs. Once logged in, navigate to the “All Pabbly Apps” section.

Setting Up Your AI Assistant with Pabbly Chartflow

To set up your AI assistant, go to the “Add Assistant” button in Pabbly Chartflow. Here, you will name your assistant (e.g., “AI Assistant for Free”). Once named, the main setup will automatically be created, allowing you to configure various settings.

Next, select the instruction type as “AI Agent”. This selection will prompt specific instructions tailored for your assistant. You can modify these instructions based on your business needs. After that, adjust the temperature setting, which ranges from 0 to 1, determining the creativity of responses.

  • Select AI type as OpenAI.
  • Choose the model GPT5 mini.
  • Input your API key for OpenAI.

Ensure you have a paid OpenAI account to utilize this AI assistant effectively. The assistant will then be configured to respond to customer inquiries seamlessly.

Uploading Your Knowledge Source

Uploading your knowledge source in Pabbly Chartflow is crucial for training your AI assistant. This document should contain comprehensive details about your business, such as policies, prices, and products. An effective knowledge base allows the assistant to provide accurate responses.

To upload your knowledge source, click on the “Add New File” option. You can upload a PDF or text file. For example, if your business is an online fashion store, include all relevant details in the document.

  • Ensure the PDF has no images for unlimited pages.
  • If images are included, limit to 10 pages.

Once uploaded, your knowledge source will be integrated into your AI assistant, allowing it to respond effectively to customer queries.

Styling Your Assistant for Websites

Styling your assistant in Pabbly Chartflow is essential if you plan to integrate it into your website. You can customize the assistant’s look to align with your brand identity. Start by entering your business name and any subheading messages.

If your assistant will be contacted directly via WhatsApp, specify the usual first message that customers will send. Additionally, you can modify colors, backgrounds, and themes to match your business’s branding.

  • Add brand colors for personalization.
  • Customize the background and theme settings.

Once you are satisfied with the styling, toggle the button to save your assistant. This allows you to embed it directly onto your website.

Enabling Auto-Reply for Your Assistant

To enhance the functionality of your AI assistant on WhatsApp, enable the auto-reply feature in Pabbly Chartflow. Navigate to the settings and locate the inbox settings section. Here, toggle the AI auto-reply setting to activate it.

Select the contact list for which you want to enable this feature. This ensures that your assistant will respond automatically to any messages received. This functionality is particularly beneficial for maintaining customer engagement without manual input.

  • Toggle the auto-reply setting for all contacts.
  • Assign specific assistants to individual contacts if needed.

With this setup, your AI assistant will be fully operational, ready to handle customer inquiries on WhatsApp effectively.

Conclusion

Integrating Okay with Select and WhatsApp using Pabbly Chartflow allows you to automate customer interactions efficiently. By following these detailed steps, you can create a functional AI assistant that enhances customer service without the need for coding.