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Create Your First WhatsApp Chatbot in 10 Minutes

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first navigate to pabbly.com/chatflow in your web browser. This will take you to the Pabbly Chat Flow homepage, where you can start setting up your integration.

If you are a new user, click on “Sign Up Free” to create an account. Existing users can log in to access the “All Pabbly Applications” window and select Pabbly Chat Flow to proceed to the dashboard.

2. Setting Up Your WhatsApp Number in Pabbly Chat Flow

Once on the Pabbly Chat Flow dashboard, ensure your WhatsApp number is connected. This is crucial for the chatbot’s functionality. If you haven’t linked your number yet, refer to the tutorial available on the channel for guidance.

To connect your WhatsApp number, follow these steps:

Log in to your Pabbly account.
Navigate to the Chat Flow section.
Follow the prompts to link your WhatsApp number.

After linking your WhatsApp number, you will be ready to create your AI assistant using Pabbly Connect.

3. Creating Your AI Assistant with Pabbly Connect

To create an AI assistant, access the features within Pabbly Chat Flow. Click on the “Add Assistant” button, name your assistant, and click “Add” again to proceed to the flow window.

In this window, you will set up the AI’s parameters. Here’s how:

Select the instruction type from the dropdown menu.
Adjust the AI settings, including temperature and model (choose OpenAI GPT 5.2).
Enter your OpenAI API key to connect the assistant.

These settings will ensure your AI assistant is responsive and effective in handling customer inquiries through WhatsApp via Pabbly Connect.

4. Configuring Knowledge Sources for Your Assistant

Next, you need to set up knowledge sources for your AI assistant. This involves uploading a PDF or text file containing the information your assistant will use to respond to queries.

Here’s how to upload your knowledge source:

Download your document in PDF or plain text format.
Navigate to the knowledge source section in Pabbly Connect.
Upload your document and save the changes.

This step is crucial as it allows your assistant to access necessary information and provide accurate responses to customers on WhatsApp through Pabbly Connect.

5. Activating Your AI Assistant in Pabbly Connect

After setting up your assistant and knowledge sources, it’s time to activate it. Go back to the main settings and toggle the activation button to enable your assistant.

Finally, save all your settings to ensure everything is configured correctly. This will allow your assistant to start responding to customer inquiries on WhatsApp.

To summarize, activating your assistant involves:

Toggling the activation button.
Saving your configuration settings.
Testing the assistant by sending a message on WhatsApp.

Now your AI assistant is fully operational, ready to assist customers effectively through Pabbly Connect.

Conclusion

This tutorial has guided you through the process of integrating Pabbly, Chat Flow, OpenAI, and PDF using Pabbly Connect. You can now create a responsive AI assistant for your business in just a few minutes.