Learn how to create an AI assistant for your software development firm using Pabbly Chatflow, integrating platforms like Facebook and YouTube seamlessly. 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 Your AI Assistant

To build an AI assistant for your software development firm, start by accessing Pabbly Chatflow. Navigate to Pabbly.com/chatflow in a new tab. This platform is designed for WhatsApp automation and allows you to create various chatbots tailored to your business needs.

Once on the Pabbly Chatflow homepage, you will see two options: ‘Sign In’ and ‘Sign Up’. If you are a new user, click on ‘Sign Up’ to create an account. Existing users should click ‘Sign In’. After logging in, you will be redirected to the Pabbly Chatflow dashboard where you can monitor your credits and manage WhatsApp numbers.


2. Setting Up Your WhatsApp Number in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to add your WhatsApp number. Click on the ‘Add WhatsApp Number’ button. You will have two options: WhatsApp connect or manual token connect. Choose the method that suits you best.

  • WhatsApp Connect: Involves scanning a QR code or entering a phone number.
  • Manual Token Connect: Requires a meta access token generated from your Facebook Meta account.

Once you have added your WhatsApp number, you can access the inbox to manage messages from users. This feature allows you to respond to queries without constantly switching to your WhatsApp account.


3. Creating Your AI Assistant in Pabbly Chatflow

In this section, you will create your AI assistant using Pabbly Chatflow. Click on the ‘AI Assistant’ option from the dashboard. Here, you can start building your assistant by clicking the ‘Add AI Assistant’ button. Name your assistant, for example, ‘AI Assistant for Your Software Development Firm’.

Next, select the instruction type as ‘AI Agent’. You will see fields to set the temperature, which controls the creativity of the responses. Set it to 0.5 for balanced responses. Choose the AI model from OpenAI, such as GPT-4.1 or GPT-3.5 Turbo, depending on your needs.


4. Configuring AI Assistant Settings in Pabbly Chatflow

After naming your assistant, continue configuring its settings in Pabbly Chatflow. Enter the OpenAI API key, which you can obtain from your OpenAI account. This key is crucial for authenticating your AI assistant.

Make sure to enable the fallback message option. This ensures that if your AI assistant cannot answer a query, it will respond with a default message. You can also upload a knowledge source file in plain text format to help the assistant answer common questions effectively.

  • Set the header and subheading for your assistant.
  • Customize the initial greeting message for user interactions.

Once you have configured all settings, click on the ‘Save AI Assistant’ button. This will finalize your assistant’s setup in Pabbly Chatflow.


5. Testing Your AI Assistant on WhatsApp

Now that your AI assistant is set up in Pabbly Chatflow, it’s time to test its functionality. Send a message to your WhatsApp business account. For instance, type ‘I need help’ and observe how the AI assistant responds.

Your assistant should reply with a message like, ‘I am here to help. Please let me know what you need assistance with.’ You can further test by asking specific questions about your services, such as, ‘Do you develop mobile apps?’ The assistant will provide relevant responses based on the configurations made.

With Pabbly Chatflow, you can create an efficient AI assistant that handles multiple queries simultaneously, enhancing user experience for your software development firm.


Conclusion

Creating an AI assistant for your software development firm using Pabbly Chatflow streamlines user interactions and enhances service delivery. By following the detailed steps outlined, you can effectively integrate WhatsApp and provide instant responses to user queries.

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