From Zero to Your First WhatsApp AI Assistant (Step-by-Step!)

Learn how to create your first WhatsApp AI assistant step-by-step using Pabbly Chatflow. This detailed tutorial covers everything you need to know. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To create your first WhatsApp AI assistant, you need to access Pabbly Chatflow. Begin by navigating to Pabbly.com/chatflow in your browser. You will find two options: ‘Sign In’ and ‘Sign Up Free.’ If you are a new user, click on ‘Sign Up Free’ to create an account.

Once signed in, you will be redirected to the Pabbly apps window. Here, click on ‘Access Now’ under Pabbly Chatflow to reach the dashboard. Make sure to have your WhatsApp number ready, as you will need it to set up your assistant.

2. Adding Your WhatsApp Number in Pabbly Chatflow

To connect your WhatsApp number, click on the ‘Add WhatsApp Number’ button within Pabbly Chatflow. You will see two options: ‘WhatsApp Connect’ and ‘Manual Token Connect.’ It is recommended to use the ‘WhatsApp Connect’ method for a seamless setup.

• Click ‘Add WhatsApp Number’.
• Select ‘WhatsApp Connect’.
• Follow the prompts to link your WhatsApp account.

After adding your number, you can start creating your AI assistant. Make sure to verify the connection to ensure your assistant is ready for customer interactions.

3. Creating Your AI Assistant in Pabbly Chatflow

Inside Pabbly Chatflow, navigate to the AI Assistant feature. Click on the ‘Add’ button to create a new assistant. You will need to provide a name for your assistant. After naming it, click on the ‘Add Assistant’ button to proceed to the flow window.

In the flow window, select the instruction type from the dropdown menu. You can choose from options like ‘AI Agent’ or create a custom prompt. For this tutorial, select ‘AI Agent’ to utilize predefined settings. This will help streamline the setup process.

• Select ‘AI Agent’ for predefined instructions.
• Adjust the temperature setting to control creativity.
• Choose your AI model from the dropdown.

This setup allows your assistant to provide accurate responses based on the selected AI model and configuration.

4. Configuring Your Assistant Settings in Pabbly Chatflow

Once your assistant is created, you will need to configure its settings. In Pabbly Chatflow, you can set the header message, footer message, and stop keywords. The header message appears at the top of chat interactions, while the footer can include links to your privacy policy.

To add a header message, toggle the option on and enter your desired text. For stop keywords, type in the keywords that will halt the assistant’s responses, allowing for human intervention. This is crucial for managing customer queries effectively.

Enable header and footer messages based on your preferences. Set stop keywords for human intervention. Adjust retry attempts and fallback messages as needed.

These settings ensure that your assistant is not only responsive but also capable of handling various scenarios effectively.

5. Assigning Your Assistant to WhatsApp Chats

After configuring your AI assistant in Pabbly Chatflow, it’s time to assign it to your WhatsApp chats. Navigate to the inbox settings and enable the AI auto-reply feature. This allows your assistant to respond to customer inquiries automatically.

Select the contact list you want to assign the assistant to, and then choose your newly created assistant from the dropdown menu. Click ‘Save’ to apply these settings. This bulk assignment ensures that all selected contacts will receive automated responses from your assistant.

Enable AI auto-reply settings in inbox settings. Select your contact list for bulk assignment. Save the settings to activate the assistant.

This final step integrates your assistant with your WhatsApp chats, enabling it to handle customer queries efficiently.

Conclusion

Creating your first WhatsApp AI assistant is straightforward with Pabbly Chatflow. By following these detailed steps, you can automate customer interactions and enhance your business efficiency. Embrace the power of automation today!