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Create an AI Assistant for Insurance Inquiry Using Pabbly Chatflow

Learn step-by-step how to create an AI Assistant for Insurance Inquiry using Pabbly Chatflow, integrating WhatsApp, Google, and more for seamless communication. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Insurance Inquiry

To create an AI Assistant for Insurance Inquiry, start by accessing Pabbly Chatflow. Open your browser and go to Pabbly.com to reach the homepage of Pabbly Chatflow.

Once on the homepage, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive free credits to try out Pabbly Chatflow.

2. Setting Up WhatsApp Integration in Pabbly Chatflow

After successfully signing in, the next step is to integrate your WhatsApp account with Pabbly Chatflow. Click on the ‘Add WhatsApp Number’ button to begin the integration process.

Choose the WhatsApp Connect method for easier setup.
Follow the prompts to authenticate and connect your WhatsApp account.

Once your WhatsApp number is connected, you can start creating your AI Assistant tailored for insurance inquiries within Pabbly Chatflow.

3. Creating Your AI Assistant in Pabbly Chatflow

To create the AI Assistant, navigate to the dashboard and click on the ‘Add Assistant’ button. Name your assistant as ‘Insurance Inquiry Assistant’ and select the AI instructions from the dropdown menu. using Pabbly Connect

For this assistant, you can choose the type as ‘AI Agent’. This selection allows the assistant to respond to user queries effectively. After setting the name and type, click on the ‘Add AI Assistant’ button to proceed.

4. Configuring AI Settings for Insurance Queries

In this section, you will configure the AI settings for your assistant. Set the ‘Temperature’ to 0.4 to ensure focused responses. Select the AI model as ‘GPT-4 Mini’ to enhance the quality of replies.

Enter your OpenAI API key for authentication.
Save the configuration to ensure the settings are applied.

After configuring these settings, your AI Assistant will be ready to handle various insurance inquiries through Pabbly Chatflow.

5. Testing Your AI Assistant on WhatsApp

Finally, test your AI Assistant by sending a message through your connected WhatsApp number. For example, type ‘I need help’ to initiate the interaction. The AI Assistant should respond with a greeting and ask how it can assist you.

Continue testing by asking specific questions related to insurance, such as ‘What policies are offered?’ The Pabbly Chatflow AI Assistant will provide detailed responses based on your input.

Conclusion

In this tutorial, we demonstrated how to create an AI Assistant for Insurance Inquiry using Pabbly Chatflow. By following these steps, you can enhance customer interactions and streamline your insurance inquiry process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.