How to Build an AI Assistant for Your Financial Advisory Business Using Pabbly Chatflow

Learn how to build an AI assistant for your financial advisory business using Pabbly Chatflow. Step-by-step guide for seamless integration and automation. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for AI Assistant

To begin building your AI assistant for your financial advisory business, first, you need to access Pabbly Chatflow. Open your web browser and enter the URL Pabbly.com/chatflow. This will take you to the main landing page of Pabbly Chatflow.

If you are a new user, click on the ‘Sign Up for Free’ button. Existing users can simply click on ‘Sign In’. After logging in, you will see a dashboard where all Pabbly Chatflow applications are listed. Click on ‘Access Now’ to enter the Pabbly Chatflow dashboard.

2. Creating Your AI Assistant in Pabbly Chatflow

Once you are in the Pabbly Chatflow dashboard, it’s time to create your AI assistant. Click on the ‘Add AI Assistant’ button. You will be prompted to enter the name of your assistant, such as ‘Financial Advisor AI Assistant’. After naming your assistant, proceed to the next step. using Pabbly Connect

• Select the instruction type for your assistant, choosing ‘AI Agent’ from the dropdown.
• Configure the AI settings, including setting the temperature for creativity (0.9 for more creative responses).
• Choose Open AI as the AI tool and select GPT 4.0 Mini as the model.

After these configurations, you need to enter the API key from Open AI to connect your assistant. This step is crucial as it allows your AI assistant to function effectively.

3. Configuring AI Settings in Pabbly Chatflow

After creating your AI assistant, the next step involves configuring the settings. In the AI settings section, you can enable or disable various options like headers, footers, and fallback messages. This allows you to customize how your assistant interacts with users. using Pabbly Connect

For the knowledge source, upload a file that contains relevant information about financial advisory services. Ensure that the file is in .txt format and does not exceed 90 MB in size. This knowledge base will guide your AI assistant in responding accurately to user queries.

• Customize the header display, such as naming it ‘Financial Advisor’.
• Set an initial message that greets users when they interact with the assistant.
• Decide on the privacy policy link that users can refer to for more information.

These settings will enhance user experience and ensure that your assistant is informative and engaging.

4. Styling Your AI Assistant in Pabbly Chatflow

Styling your AI assistant is an important step in making it visually appealing. In Pabbly Chatflow, you can adjust the theme from light to dark and modify the shape of the assistant from a circle to a square or rounded square. using Pabbly Connect

Additionally, you can change various colors such as the background, text, and chat bubble colors. This customization helps align the assistant’s appearance with your financial advisory brand, creating a cohesive user experience.

Modify the assistant’s profile picture to reflect your brand. Change the footer background color for better visibility. Enable the toggle to activate your AI assistant once you are satisfied with the design.

Once all styling options are configured, your AI assistant will be ready to engage with clients effectively.

5. Testing and Launching Your AI Assistant

After completing all configurations and styling, it’s time to test your AI assistant. You can do this by sending a simple message, such as ‘Hello’ on WhatsApp, to see how the assistant responds. This testing phase is crucial to ensure everything is functioning as intended.

Make sure to check various scenarios, such as asking about financial services offered or scheduling consultations. This will help you identify any areas that need adjustments before launching.

Once you are satisfied with the performance of your AI assistant, save your settings in Pabbly Chatflow. Your assistant is now ready to provide support to your clients in your financial advisory business.

Conclusion

Building an AI assistant for your financial advisory business using Pabbly Chatflow streamlines communication and enhances client interaction. By following the steps outlined, you can create a fully functional AI assistant tailored to your needs, ensuring efficient service delivery.