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Create No-Code WhatsApp AI Assistant in Minutes

Watch Step By Step Video Tutorial Below

1. Setting Up Your WhatsApp AI Agent with Here

The first step in integrating Here with WhatsApp is to create your WhatsApp AI agent. Here, you will use the Pabi Chartflow platform, which allows you to set up your agent without any coding. Start by visiting paby.com/chartflow and either sign in or sign up for a free account.

Once logged in, navigate to the dashboard where you can see options to create a new assistant. Click on the add button to start the process. Make sure to give your assistant a relevant name that reflects its purpose, such as “Bakery Assistant” for a bakery business.

2. Configuring Your AI Assistant for WhatsApp

Next, you will configure the AI assistant that will respond to queries on WhatsApp. Select the instruction type as “AI agent” from the options provided. This will automatically fill in some basic instructions that you can customize according to your needs.

For optimal performance, adjust the AI configuration settings. Here are some key settings to consider:

Set the temperature for responses; a value of 0.4 is recommended for focused replies.
Select OpenAI as your AI model, specifically GPT 5.2.
Enter your OpenAI API key to connect the assistant.

These settings ensure that your assistant provides accurate and relevant responses to customer inquiries on WhatsApp.

3. Uploading Knowledge Source to Enhance Responses

To improve the quality of responses from your WhatsApp AI assistant, you need to upload a knowledge source. This document should include FAQs and details about your business. Download this document in plain text or PDF format, as these are the only supported formats.

After preparing your knowledge source, upload it to the Pabi Chartflow platform. Make sure to include essential information such as:

Business overview
Service offerings
Frequently asked questions and their answers

This knowledge base will empower your assistant to answer customer queries accurately and promptly.

4. Activating and Assigning Your WhatsApp AI Assistant

Once your assistant is configured and the knowledge source is uploaded, it’s time to activate it. Enable the assistant by clicking the activation button and then save your settings. This will make your assistant live and ready to interact with customers on WhatsApp.

To assign the assistant to your WhatsApp chats, go to the inbox settings. Here, you can enable the AI auto-reply feature. Select the contact list for which you want to assign the assistant and save your settings. This way, your assistant will automatically respond to messages from the selected contacts.

Conclusion

Integrating Here with WhatsApp using Make allows businesses to streamline customer communication effectively. By following these steps, you can create a WhatsApp AI agent that responds to inquiries automatically, enhancing customer satisfaction and engagement.