How to Create a WhatsApp Agent for Your Resort

Learn how to create a WhatsApp agent for your resort using Pabbly Chatflow. Step-by-step tutorial for seamless integration with your business. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your WhatsApp Agent

To create a WhatsApp agent for your resort using Pabbly Chatflow, start by visiting Pabbly.com/chatflow in your browser. This will direct you to the homepage of Pabbly Chatflow, where you will find options to sign in or sign up.

If you are new to Pabbly Chatflow, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in. After logging in, you will access the Pabbly apps window where you can find all Pabbly applications. Click on ‘Access Now’ under Pabbly Chatflow to enter the dashboard.

2. Connecting Your WhatsApp Number in Pabbly Chatflow

Once in the Pabbly Chatflow dashboard, you need to connect your WhatsApp number. Click on the ‘Add WhatsApp Number’ button. You will see two options: ‘WhatsApp Connect’ and ‘Manual Token Connect’. For this integration, select the ‘WhatsApp Connect’ option as it is the preferred method for adding your WhatsApp number.

• Click on ‘Add WhatsApp Number’.
• Select ‘WhatsApp Connect’.
• Follow the prompts to complete the connection.

After connecting your WhatsApp number, your account will be ready to handle customer inquiries through the WhatsApp agent you will create using Pabbly Chatflow.

3. Creating Your AI Assistant Using Pabbly Chatflow

To create your WhatsApp agent, navigate to the AI Assistant feature in Pabbly Chatflow. Click on the ‘Add Assistant’ button and give your assistant a name. After naming your assistant, click on the ‘Add’ button to proceed to the flow window.

In the flow window, you will need to select the instruction type. Choose ‘AI Agent’ from the dropdown menu. This selection will automatically update basic instructions in the column, which you can customize further based on your specific needs.

• Select ‘AI Agent’ as the instruction type.
• Customize the basic instructions as needed.
• Adjust AI settings such as temperature and model.

After setting up the basic instructions and AI settings, your assistant will be ready to interact with customers and provide information about your resort.

4. Configuring Assistant Settings in Pabbly Chatflow

Next, you will configure the settings for your assistant. In the assistant settings, you can set the header message, footer message, and stop keywords. For the header message, enable the toggle and enter a message to appear at the top of the chat. Similarly, for the footer message, you can add a disclaimer or a link to your privacy policy. using Pabbly Connect

Additionally, you will need to define stop keywords. These are words that will stop the assistant from responding and require a human to take over. You can add multiple keywords by typing them in and pressing enter to validate. This feature ensures that your customers can reach a human if needed.

5. Activating and Assigning Your Assistant in Pabbly Chatflow

After configuring your assistant, you must activate it. In the assistant dashboard, toggle the activation switch to enable your assistant. Once activated, click on the ‘Save Assistant’ button to save all your settings.

To assign your assistant to WhatsApp chats, navigate to the inbox settings. Here, you can enable AI auto-replies and select the contact list to which you want to assign your assistant. After selecting the appropriate options, click ‘Save’ to finalize the assignment.

This process will ensure that your WhatsApp agent is ready to assist customers at your resort effectively. With Pabbly Chatflow, managing customer inquiries becomes seamless and efficient.

Conclusion

Creating a WhatsApp agent for your resort using Pabbly Chatflow is a straightforward process that enhances customer interaction. By following the steps outlined in this tutorial, you can automate responses and provide timely assistance to your guests.