Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, you first need to log into your Pabbly account. Once logged in, navigate to the Pabbly Connect dashboard where you can manage your integrations.
In the dashboard, you will find options to create a new workflow. This is where you will set up the integration between Pabbly, Pabbly Chatbot, and Open AI. Click on the “Create Workflow” button to begin.
2. Creating a Chatbot with Pabbly Chatbot
In this section, you will set up your Pabbly Chatbot. Start by clicking on the “Add Smart Assistant” button within the Pabbly Chatbot interface. This feature allows you to create various types of chatbots for different business needs.
- Choose a descriptive name for your assistant, for example, “Clear Skin Dermatology Assistant”.
- Select the instruction type as “Smart Agent”.
- Adjust the temperature setting to control the creativity of responses.
After setting these options, click on the “Add Smart Assistant” button to proceed. Your assistant is now ready for further customization.
3. Integrating Open AI with Pabbly Connect
To connect Open AI, you will need to select it as the AI provider in your assistant’s settings. Choose the appropriate version, such as “GPT 5.2” for optimal performance.
Next, obtain your Open AI API Key. Go to the Open AI API keys page, click “Create New Secret Key”, and follow the prompts to generate your key. Copy this key and paste it into the designated field in Pabbly Connect.
After successfully connecting Open AI, you will receive a confirmation message. This integration allows your chatbot to utilize AI-driven responses effectively.
4. Setting Up a Knowledge Base for Your Assistant
The knowledge base is essential for your assistant to provide accurate responses. Upload a file containing your business information in either .txt or .pdf format. Ensure it is comprehensive and relevant to your services.
- Create your knowledge base document using Google Docs or any text editor.
- Ensure the file size does not exceed 90 MB and is formatted correctly.
- Click on “Add New File” to upload your knowledge base to Pabbly Connect.
Once uploaded, your assistant can now access this information to provide relevant answers to customer inquiries.
5. Finalizing Your Assistant Setup in Pabbly Connect
After configuring your assistant and uploading the knowledge base, you can customize its appearance and initial messages. This is done by entering the desired title and greeting messages in the respective fields.
To activate your assistant, toggle the activation button and click on “Save Smart Assistant”. This will make your assistant live and ready to interact with customers.
Additionally, you can embed the assistant on your website by copying the provided embed code from Pabbly Connect. This allows seamless integration into your existing web presence.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to integrate Pabbly, Pabbly Chatbot, and Open AI. By following these steps, you can automate customer interactions effectively.
Utilizing Pabbly Connect not only streamlines your workflow but enhances customer engagement through intelligent responses.



