How to Set Up a WhatsApp AI Agent for Pharma Enquiries

Learn to create a WhatsApp AI agent for pharma enquiries with Pabbly Chatflow. Step-by-step guide to automate your WhatsApp conversations effectively. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp AI Agent Setup

To set up a WhatsApp AI agent for pharma enquiries, you first need to access Pabbly Chatflow. Start by navigating to www.Pabbly.com/chatflow in your web browser. This platform is essential for creating and managing your AI agent effectively.

After reaching the Pabbly Chatflow page, sign in to your account. If you are a new user, you can sign up for free, which grants you 100 free credits monthly. This allows you to explore the platform and its features before committing to a paid plan. Once logged in, you will see the dashboard where you can manage your AI agents.

2. Adding Your WhatsApp Number to Pabbly Chatflow

Next, you need to add your WhatsApp number to Pabbly Chatflow. On the dashboard, look for the option to add a WhatsApp number. Click on the ‘Add WhatsApp Number’ button. You have two methods to connect: using the preferred WhatsApp connect method or a manual token.

• Select the preferred method for connecting your WhatsApp account.
• Follow the prompts to complete the connection process.
• Ensure that your WhatsApp number is successfully added to the dashboard.

After adding your number, you will be able to see your WhatsApp integration status. This is crucial for enabling your AI agent to interact with users on WhatsApp.

3. Creating Your AI Agent in Pabbly Chatflow

Now, let’s create your AI agent using Pabbly Chatflow. On the left-hand side of the dashboard, click on the ‘AI Assistant’ option. To create a new AI assistant, click on ‘Add AI Assistant’. You will need to name your assistant and then proceed to the next step.

Once you have named your assistant, you will be directed to the configuration page. Here, select the instruction type as ‘AI Agent’. The system will automatically populate some default instructions. You can customize these instructions based on your specific requirements to enhance the AI’s response capabilities.

• Set the AI configuration level to determine response creativity.
• Choose the OpenAI model you want to use, such as GPT-4 Mini.
• Enter your OpenAI API key to connect the model.

After completing these steps, your AI agent is now configured to handle inquiries relevant to your pharma business.

4. Training Your AI Agent with Knowledge Base

To ensure your AI agent can effectively respond to enquiries, you need to provide it with a knowledge base. In Pabbly Chatflow, navigate to the knowledge source section. Here, you can upload a document containing essential information about your business, including product details, contact information, and operational hours.

After preparing your knowledge base document, upload it in PDF format. Make sure the document is well-structured and includes all necessary details that the AI agent might need to answer user queries accurately. This step is vital as it directly influences the quality of responses your AI agent will provide.

Ensure the document is clear and comprehensive. Include FAQs and common queries your customers might have. Limit the document to 10 pages if it contains images.

With the knowledge base uploaded, your AI agent will now have the necessary context to engage effectively with users on WhatsApp.

5. Assigning Your AI Agent to WhatsApp Chats

The final step in setting up your WhatsApp AI agent with Pabbly Chatflow is assigning it to specific chats. Go to the ‘Inbox’ section on the left side of the dashboard. Here, you will see your existing chats. Select the chat you want to assign your AI agent to.

Toggle the button to enable AI auto replies and select the AI assistant you just created. This will assign the AI agent to respond to all incoming messages in that chat. You can also set up rules to apply the AI agent to multiple contacts or groups by using the settings options available.

Choose the AI assistant from the dropdown menu. Save your settings to activate the AI agent. Test the AI agent by sending a message to see if it responds correctly.

Once these steps are completed, your WhatsApp AI agent is fully operational, ready to handle enquiries from your customers efficiently.

Conclusion

In this tutorial, we explored how to set up a WhatsApp AI agent for pharma enquiries using Pabbly Chatflow. By following these steps, you can automate your WhatsApp conversations, ensuring timely and accurate responses to customer inquiries. This integration not only enhances customer service but also streamlines your business operations effectively.