Create an AI Support Agent on WhatsApp for Your Business

Learn how to create an AI support agent on WhatsApp for your business using Pabbly Chatflow. Step-by-step tutorial for seamless integration. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To create an AI support agent for WhatsApp, you first need to access Pabbly Chatflow. Start by visiting the Pabbly Chatflow website and either sign in or create a new account. If you’re new, click the ‘Sign Up Free’ button to get started with 100 free credits monthly.

Once logged in, navigate to the dashboard. If you have already added your WhatsApp number, you are ready to proceed. If not, you can add your WhatsApp number using the ‘Add WhatsApp Number’ button, selecting either the WhatsApp connect method or the manual token connect method.

2. Creating Your AI Support Agent in Pabbly Chatflow

In this step, we will create your AI support agent inside Pabbly Chatflow. Click on the ‘AI Assistant’ option and then the ‘Add Assistant’ button. Name your assistant, for example, ‘Nova Bot Smart Customer Support Assistant,’ and press the ‘Add Assistant’ button to proceed.

• Select the AI agent type.
• Set the temperature for responses, with 0.5 being a balanced option.
• Choose OpenAI as the AI to use, and select the GPT 5.2 model.

After configuring these settings, enter your OpenAI API key to connect it with Pabbly Chatflow. Once connected, you can customize the assistant’s settings such as header messages and fallback messages to enhance user interaction.

3. Uploading Knowledge Source for Your AI Assistant

Next, you need to upload a knowledge source that your AI assistant can refer to when answering queries. This is crucial for providing accurate information to customers through Pabbly Chatflow.

Prepare your knowledge base in a format compatible with Pabbly Chatflow, such as PDF or plain text. For instance, you can create a document in Google Docs containing FAQs and company details. Once created, download it as a PDF file.

• Drag and drop the downloaded PDF into the designated area in Pabbly Chatflow.
• Confirm that the document is processed successfully.

This knowledge base will empower your AI assistant to provide relevant answers to customer queries, enhancing the overall user experience.

4. Customizing the Assistant Interface in Pabbly Chatflow

Now that your knowledge base is uploaded, it’s time to customize the assistant interface. This step is essential for branding and user engagement through Pabbly Chatflow.

You can modify the brand name, initial messages, and even the appearance of your assistant. For example, you can change the brand name to ‘Nova Bot’ and set a welcoming initial message that guides users on how to interact with the assistant.

Adjust the theme to light or dark mode. Choose the shape of the assistant’s chat window. Set footer links for privacy policies or additional information.

After customizing all necessary fields, ensure to save your changes. This will finalize the look and feel of your AI assistant before it goes live.

5. Testing Your AI Support Agent on WhatsApp

Finally, it’s crucial to test your AI support agent to ensure it functions correctly. In Pabbly Chatflow, create a flow that triggers the assistant based on specific keywords.

For instance, set up the trigger event to activate when users send keywords like ‘help’ or ‘hello.’ Then, assign the Nova Bot AI assistant to respond to these triggers. Save your flow to ensure the configuration is active.

To test, open your WhatsApp account and send the keyword ‘help.’ If set up correctly, the AI assistant should respond with a welcome message, confirming that it is operational. This testing phase is essential to ensure that your AI assistant is ready to assist customers effectively.

Conclusion

In conclusion, creating an AI support agent on WhatsApp using Pabbly Chatflow is a straightforward process that enhances customer service. By following these steps, you can automate responses and improve efficiency in handling customer inquiries.