Learn how to create an AI customer support assistant using Pabbly Chatflow. Follow our detailed tutorial for seamless integration with YouTube, Word, and Box. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Chatflow for Your AI Assistant

To create your AI customer support assistant, the first step is to access Pabbly Chatflow. You can start by navigating to the Pabbly Chatflow website. If you are a new user, click on the ‘Sign Up Free’ button; existing users can directly sign in.

When you sign up for Pabbly Chatflow, you receive 100 free credits every month, allowing you to practice and explore its features. Once logged in, you will see the Pabbly apps page, where you can select Pabbly Chatflow to begin your project.


2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. You will find an option labeled ‘Add AI Assistant’ on the dashboard. Click this button to open a dialog box where you can name your assistant, such as ‘Customer Support AI Assistant.’

  • Provide a unique name for your assistant.
  • Select the instruction type; for instance, choose ‘AI Agent.’
  • Set the temperature for creativity; 0.5 is recommended for balanced responses.

Once you have configured these settings, click on the ‘Add AI Assistant’ button to proceed. This will take you to the AI assistant configuration page in Pabbly Chatflow.


3. Configuring Your AI Assistant Settings

In the configuration section of Pabbly Chatflow, you will see various settings for your AI assistant. Start by entering your OpenAI API key, which you can obtain from the OpenAI API key page. After entering the key, click the ‘Connect’ button to link your assistant with the API.

Next, you can manage additional settings such as header messages, footer messages, and stop keywords. The stop keyword is essential as it defines the words that will halt the AI’s responses. Configure these settings according to your business needs, ensuring your assistant is tailored to your customer queries.

  • Enable or disable header and footer messages.
  • Set a stop keyword to manage AI responses.
  • Define retry attempts for failed responses.

Once your settings are configured, you can proceed to upload your knowledge base, which is crucial for your assistant to provide accurate responses.


4. Uploading Your Knowledge Base in Pabbly Chatflow

To ensure your AI assistant can answer customer inquiries effectively, you need to upload a knowledge base. In Pabbly Chatflow, navigate to the knowledge source tab and click on the ‘Choose or Drag a File Here’ button. Make sure your file is in either TXT or PDF format.

After selecting your knowledge base file, you will receive a confirmation popup indicating successful upload. This knowledge base should contain relevant product information that your AI assistant will use to respond to customer queries accurately.

Ensure your file is in the correct format (TXT or PDF). Limit PDF files to 10 pages if they contain images. Confirm upload success through the popup notification.

With your knowledge base uploaded, your AI assistant is now equipped to provide accurate information to customers.


5. Activating Your AI Assistant in Pabbly Chatflow

Once your AI assistant is configured and the knowledge base is uploaded, the final step is to activate it. In Pabbly Chatflow, you can enable your assistant for all contacts or specific ones. Navigate to the settings and select inbox settings to enable AI auto replies.

For specific contacts, go to the inbox and select the desired contact. Enable the toggle for the AI assistant and choose the assistant you created. Click ‘Save’ to finalize the activation process.

Select the appropriate settings for AI auto replies. Enable the assistant for individual contacts as needed. Save your settings to activate the assistant.

Now your AI customer support assistant is fully operational and ready to assist your customers effectively.


Conclusion

In this tutorial, we explored how to create an AI customer support assistant using Pabbly Chatflow. By following the steps outlined, you can efficiently integrate your knowledge base and configure your assistant to enhance customer support. Start automating your customer interactions today with Pabbly Chatflow.

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