How to Build an AI Assistant to Handle Customer Inquiries for Financial Services Using Pabbly Chatflow

Learn how to create an AI assistant for financial services inquiries using Pabbly Chatflow. Step-by-step guide to integrate WhatsApp and enhance customer support. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow to Create Your AI Assistant

To build an AI assistant for handling customer inquiries in financial services, you first need to access Pabbly Chatflow. Start by typing the URL Pabbly.com/chatflow in your browser. This will take you to the landing page of Pabbly Chatflow, where you can sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can simply log in. Once logged in, you will see the dashboard that showcases various Pabbly applications. Click on the ‘Access Now’ button under the Pabbly Chatflow app to get started.

2. Creating Your AI Assistant with Pabbly Chatflow

After accessing Pabbly Chatflow, you can create your AI assistant by navigating to the AI assistant section in the sidebar. Click on the ‘AI Assistant’ option, and then click on the ‘Add AI Assistant’ button. A dialog box will appear where you can name your assistant.

• Name your assistant (e.g., Finure AI).
• Select the instruction type as ‘AI Agent’.
• Configure AI settings such as temperature and API key for OpenAI.

Once you have configured these settings, your AI assistant will be ready to handle inquiries effectively.

3. Uploading Your Knowledge Base to Pabbly Chatflow

Next, you need to upload the knowledge base that contains the details of your financial services. This step is crucial as it allows your AI assistant to provide accurate responses to customer inquiries. In Pabbly Chatflow, navigate to the knowledge source section and click on the button to upload your document.

Ensure your file is in either TXT or PDF format. For PDF files, keep in mind the limitation of 10 pages if they contain images. Once your file is uploaded successfully, the assistant will be able to reference this knowledge base to answer queries.

4. Activating Your AI Assistant in Pabbly Chatflow

Once your AI assistant is created and the knowledge base is uploaded, it’s time to activate it. Go to the settings section and find the inbox settings. Here, enable the AI auto-reply feature and select the AI assistant you just created (Finure AI). using Pabbly Connect

After saving your settings, your AI assistant will be live and ready to respond to customer inquiries. Test it by sending a message from your connected WhatsApp number to ensure everything is functioning smoothly.

5. Testing Your AI Assistant on WhatsApp

To verify that your AI assistant is working correctly, send a test message via WhatsApp to the number connected to your Pabbly Chatflow account. For example, you can type ‘Hey, I need help’ and observe the automated response from your AI assistant.

• Check the response for accuracy.
• Ask about specific services or loan details to test the knowledge base.
• Ensure the assistant provides relevant answers based on the uploaded knowledge base.

By testing your AI assistant, you can confirm that it is effectively handling customer inquiries and providing timely assistance.

Conclusion

In this tutorial, we explored how to create an AI assistant using Pabbly Chatflow to handle customer inquiries in financial services. By following the steps outlined, you can enhance customer support and streamline inquiries through automation.