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Create a WhatsApp AI Assistant with Your Own Knowledge Base

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create your WhatsApp AI Assistant, first, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage.

If you are a new user, click on “Sign Up Free” to create an account. For existing users, simply log in. Once logged in, navigate to the Pabbly Connect dashboard to get started with your integration.

2. Setting Up Chat Flow in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up Chat Flow. Click on the “Access Now” button under Pabbly Chat Flow. This will take you to your Chat Flow dashboard.

Click on the “AI Assistant” feature.
Create a new assistant by clicking the “Add” button.
Name your assistant and proceed to the configuration page.

Here, you can customize your assistant’s settings, such as the type of instructions and AI model to use. Ensure that you keep Pabbly Connect as your main platform for managing these integrations.

3. Configuring Your AI Assistant

Within the Chat Flow setup, you will configure your AI Assistant. Start by selecting the type of instructions from the dropdown menu. You can choose a predefined agent type, such as an AI agent or customer support agent.

Next, adjust the AI settings, including the temperature for creativity. A lower temperature gives more focused responses, while a higher temperature allows for creative answers. For this tutorial, set the temperature to 0.4 for more precise responses.

Select OpenAI as your AI provider.
Use the GPT-5.4 model from the dropdown.
Input your OpenAI API key to link your account.

This setup ensures that your AI Assistant is effectively connected through Pabbly Connect, enabling it to handle customer queries efficiently.

4. Setting Up Your Knowledge Base

The knowledge base is crucial for your AI Assistant’s performance. You can upload a PDF or text file that contains all relevant information about your business. Make sure this file is well-structured for optimal results.

To upload, simply click on the upload section within the AI Assistant settings and select your file. This will allow the assistant to access the necessary data to respond to customer inquiries accurately.

Ensure the file is in PDF or plain text format.
Provide clear and concise information in your knowledge base.

This step is vital as it leverages Pabbly Connect to enhance the AI Assistant’s ability to provide accurate and relevant answers based on your knowledge base.

5. Activating Your WhatsApp AI Assistant

Once your AI Assistant is configured and your knowledge base is uploaded, you need to activate it. In the settings, toggle the activation switch to enable the assistant for your WhatsApp conversations.

Additionally, you can assign the assistant to specific WhatsApp chats or to all contacts collectively. This is done through the settings menu under “Inbox Settings” where you can manage automated responses.

Enable AI responses for your WhatsApp contacts.
Choose specific contacts or groups for your assistant.

With these settings, your WhatsApp AI Assistant will be fully operational, utilizing Pabbly Connect to manage interactions seamlessly.

Conclusion

By following this tutorial, you can successfully create a WhatsApp AI Assistant using your own knowledge base integrated through Pabbly Connect. This setup enhances customer interaction and improves response efficiency.