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Local Businesses: Get 50+ Leads Daily Using WhatsApp AI (Step-by-Step System)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Automation

To automate WhatsApp conversations, the first step is to access Pabbly Connect. Open a new tab and navigate to Pabbly’s official website.

If you are new to Pabbly, click on the “Sign Up Free” option to get started with 100 free credits every month. Existing users can simply log in. After logging in, head to the Pabbly Chartflow dashboard to begin setting up your WhatsApp assistant.

2. Creating Your WhatsApp Assistant with Pabbly Chartflow

In the Pabbly Chartflow dashboard, click on the “Access Now” button to enter the Chartflow interface. Here, you can create a WhatsApp assistant tailored for your local business.

Click on the “Add Assistant” button.
Name your assistant, for example, “Local Business Assistant”.
Select the instruction type as “AI Agent”.

After setting the name and instruction type, you can customize the assistant’s behavior and responses. This is a crucial step in ensuring that your assistant can handle customer inquiries effectively.

3. Configuring Assistant Settings in Pabbly Connect

Next, configure your assistant’s settings in Pabbly Connect. Set the temperature, model provider, and API key to control how the assistant behaves.

To get the API key, go to your OpenAI account and create a new secret key. This key is essential for the assistant to function correctly. Once you have your API key, paste it into the designated field in Pabbly Chartflow and click “Connect”.

4. Uploading Knowledge Base for Your Assistant

For your assistant to provide accurate responses, you need to upload a knowledge base file. This file should contain information about your business and its services.

Create a knowledge base file in PDF or TXT format.
Ensure the file size is less than 90 MB and includes FAQs.
Upload the file in Pabbly Chartflow by dragging and dropping it into the designated area.

Once uploaded, your assistant will be equipped with the necessary information to engage effectively with customers.

5. Finalizing Your WhatsApp Assistant Setup

After uploading the knowledge base, finalize your assistant’s settings in Pabbly Connect. Customize the initial and footer messages to enhance user interaction.

Make sure to enable the AI auto-reply settings in the inbox settings. This will ensure that your assistant responds to all inquiries promptly. Select the contact list and assign your newly created assistant to all contacts or specific users as needed.

Conclusion

By following these steps, you can successfully automate WhatsApp conversations using Pabbly Connect. This setup not only saves time but also enhances customer engagement for local businesses.