How to Create an AI Assistant for Business

Learn how to create an AI assistant for your business using Pabbly Chatflow to integrate WhatsApp and automate customer queries. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your Business

To create an AI assistant for your business, you first need to access Pabbly Chatflow. Start by visiting pabby.com/chartflow in your browser, which will take you to the Pabbly Chatflow homepage.

Once there, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up Free’ option to register and explore the features of Pabbly Chatflow. Existing users can simply log in to their accounts.

2. Connecting Your WhatsApp Number in Pabbly Chatflow

After signing in, access Pabbly Chatflow by clicking on the ‘Access Now’ button. You will be directed to the dashboard where you can connect your WhatsApp number.

To do this, click on the ‘Add WhatsApp Number’ button. You will be presented with two options: WhatsApp Connect and Manual Token Connect. Choose the method that suits you best. Here’s a quick overview of the steps:

• Click on ‘Add WhatsApp Number’.
• Select your preferred connection method.

Once your WhatsApp number is connected, you can start setting up your AI assistant using the features available in Pabbly Chatflow.

3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the AI Assistant feature in Pabbly Chatflow. Click on the ‘Add’ button to create a new assistant. You will be prompted to name your assistant before proceeding to the flow window.

In the flow window, select the instruction type from the dropdown menu. You can choose predefined options like AI agent or support agent. For example, selecting ‘AI agent’ will automatically update basic instructions. The next step involves configuring the AI settings:

• Set the temperature for response creativity.
• Select the AI model to use, such as OpenAI’s GPT-3.
• Add your OpenAI API key for connectivity.

This setup allows your assistant to respond to customer queries effectively.

4. Configuring Assistant Settings in Pabbly Chatflow

After creating your AI assistant, it’s crucial to configure its settings in Pabbly Chatflow. You can add a header message and footer message to personalize your assistant’s responses. Additionally, specify stop keywords that will allow users to halt the assistant’s replies.

For example, if you set the stop keyword as ‘human’, the assistant will stop responding when this keyword is received. You can also define retry attempts and fallback messages for when the AI doesn’t respond correctly:

Enter keywords that users can type to stop the assistant. Set the number of retry attempts for responses. Add a fallback message for unresponsive situations.

This configuration ensures that your assistant is well-equipped to handle various customer interactions.

5. Activating Your Assistant and Assigning It to WhatsApp Chats

Once your assistant is configured, you need to activate it in Pabbly Chatflow. Enable the assistant by clicking the activation button and then save your settings. After saving, click on the ‘Embed’ option to get the script code for your website.

To assign your assistant to WhatsApp chats, go to the inbox settings. Here, enable the AI auto-replies and select the contact list for which the assistant will respond. You can also assign the assistant to individual chats by selecting the contact and turning on the assistant option:

Enable AI auto replies in the inbox settings. Select the contact list or individual contacts.

This final step ensures your AI assistant is ready to assist your customers on WhatsApp, providing timely and accurate responses.

Conclusion

In this tutorial, we explored how to create an AI assistant for your business using Pabbly Chatflow. By following the steps outlined, you can automate customer interactions on WhatsApp effectively. With this integration, your business can provide instant support, enhancing customer satisfaction and engagement.