Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Create Your WhatsApp AI Agent
To create a WhatsApp AI agent, you first need to access Pabbly Connect. Open your browser and navigate to pabyt.com/chartflow. This will take you to the Pabbly Chartflow homepage.
If you are a new user, click on the “Sign Up Free” option to create an account. Existing users can simply sign in. Once logged in, you will see the Pabbly apps window where you can access various applications, including Pabbly Chartflow.
2. Connecting WhatsApp with Pabbly Connect
After accessing Pabbly Chartflow, the next step is to connect your WhatsApp account. Click on the “Access Now” button to enter the dashboard. Here, you will find an “Add” button to connect your WhatsApp.
- Click the “Add” button.
- Choose your connection method.
- Follow the prompts to complete the connection.
Once connected, you can start creating your WhatsApp AI agent using the features provided by Pabbly Connect. This integration allows for seamless communication between your business and customers.
3. Creating Your WhatsApp AI Agent with Pabbly Connect
To create your AI agent, navigate to the “AI Assistant” feature in Pabbly Chartflow. Click on the “Add” button to start. You will be prompted to name your assistant and click “Add” again to proceed.
In the AI assistant flow window, select the instruction type from the drop-down menu. Options include custom prompts or predefined types like AI agent. For this tutorial, select “AI agent” to enable basic instructions to be automatically updated.
- Set the temperature for responses (e.g., 0.4 for focused answers).
- Select the AI model (e.g., GPT 5 Mini).
- Input your OpenAI API key.
These settings ensure your WhatsApp AI agent provides accurate and relevant responses to customer queries, leveraging the capabilities of Pabbly Connect.
4. Configuring AI Settings for Your WhatsApp Agent
After creating your assistant, you need to configure various settings. This includes adding a header message and footer message, which can be turned on and customized as needed.
Additionally, you can set keywords that will stop the AI assistant when typed by users. For example, adding “human” as a keyword will allow a human to take over the conversation when needed.
- Specify retry attempts for failed responses.
- Set a fallback message for API failures.
- Provide a knowledge source for accurate responses.
By configuring these settings in Pabbly Connect, your WhatsApp AI agent will be better equipped to handle various customer inquiries efficiently.
5. Activating and Assigning Your WhatsApp AI Agent
Once you have configured your AI agent, the next step is to activate it. Enable the activation button and click the “Save” button to store your settings.
To assign your assistant to your WhatsApp chats, go to the inbox settings in Pabbly Chartflow. You can assign the AI agent to multiple contacts or a single chat as required.
- Enable replies and add rules for bulk assignment.
- Select specific chats for individual assignment.
This final step ensures that your WhatsApp AI agent, powered by Pabbly Connect, is ready to assist your customers instantly.
Conclusion
In this tutorial, we explored how to create a WhatsApp AI agent using Pabbly Connect. By following these steps, you can automate customer interactions effectively, ensuring prompt responses and improved customer satisfaction.



