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Create a WhatsApp AI Sales Agent (No Code)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pabbly, Pabbly Chat Flow, and OpenAI, you first need to access Pabbly Connect. This platform serves as the central hub for all your integration needs.

Open your browser and navigate to the Pabbly Connect website. After logging in or creating an account, you will be directed to the dashboard where you can create new workflows.

2. Setting Up the AI Sales Agent with Pabbly Chat Flow

Next, you will utilize Pabbly Chat Flow to create an AI sales agent. This agent will respond to customer inquiries based on the data you provide.

Log in to Pabbly Chat Flow.
Add your WhatsApp number to the account.
Select the AI Assistant option from the left menu.

Once you are on the AI Assistant page, you can start creating your assistant. Make sure to configure its settings according to your business needs.

3. Configuring the AI Assistant with OpenAI

After setting up your assistant, the next crucial step involves linking it with OpenAI through Pabbly Connect. This allows the assistant to retrieve answers based on customer queries.

In the configuration settings, choose OpenAI as your AI provider and input your API key. You can obtain the API key from the OpenAI API settings page by creating a new secret key.

Select the model, such as GPT 5.4 or the latest GPT 6 Astra.
Set the temperature to determine the creativity of responses.
Save the API key to connect successfully.

This setup will enable your AI sales agent to respond accurately to customer inquiries using the data sourced from OpenAI.

4. Finalizing the AI Sales Agent Setup

Once the OpenAI integration is complete, you can finalize the settings for your AI sales agent in Pabbly Connect. This includes customizing the greeting message and configuring additional options.

In the settings, provide a welcoming message such as “Hello, how can I assist you today?” This message will greet customers when they initiate a chat.

Additionally, you can modify the visual aspects of the chat window, including colors and themes, to match your brand identity. These customizations enhance the user experience and make interactions more engaging.

5. Embedding the AI Assistant on Your Website

The final step is embedding your AI sales agent on your website using Pabbly Connect. This allows customers to interact with the assistant directly from your site.

Click the embed option in Pabbly Chat Flow to generate the JavaScript code snippet. Insert this code into the HTML of your website where you want the chat window to appear.

After embedding, test the chat functionality to ensure it operates smoothly. Your AI sales agent is now ready to assist customers around the clock without manual intervention.

Conclusion

In this tutorial, we’ve explored how to integrate Pabbly, Pabbly Chat Flow, and OpenAI using Pabbly Connect. By following these steps, you can automate your sales processes effectively, ensuring customer inquiries are handled promptly.