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Never Miss a Customer Message Again with AI Chatbot

Watch Step By Step Video Tutorial Below

1. Creating a WhatsApp AI Agent with Let and Simply

To start automating your WhatsApp conversations, you need to create a WhatsApp AI agent using Let and Simply. First, open your WhatsApp and send a query, such as ‘Can I book a dermatologist appointment for Sunday?’. This initial test will help you see how the integration responds.

After sending the message, wait for the reply. The AI agent should respond with relevant information, confirming the appointment availability and offering assistance. This interaction sets the foundation for further integration of Let and Simply with WhatsApp.

2. Setting Up Pabi Chatflow for Integration

Next, you’ll set up Pabi Chatflow to facilitate the integration. Visit the Pabi Chatflow website and sign in or create an account to access your dashboard. Once logged in, locate the option to add your WhatsApp number by clicking on ‘Add WhatsApp Number’.

Select ‘WhatsApp Connect’ as your preferred method.
Alternatively, use a management token for WhatsApp integration.

After adding your WhatsApp number, navigate to the AI assistant section. Here, create a new AI assistant by naming it, for example, ‘Care Plus Multi-Specialty’. This AI will handle queries from your patients efficiently.

3. Configuring Your AI Assistant with Open AI

Now, it’s time to configure your AI assistant. In the settings, specify the instructions type as an AI agent. Set the temperature for responses; a value of 0.8 is recommended for a good balance between creativity and focus. Ensure you select Open AI as your AI source.

Enter your Open AI API key to connect the assistant. Make sure to click ‘Connect’ after entering the API key to save your settings. If you haven’t created an API key yet, follow the instructions provided in the help desk section of the Pabi Chatflow.

4. Finalizing Your Chatbot Settings

After configuring your AI assistant, you can finalize its settings. Toggle on the header and footer messages for your chatbot. Set a ‘stop keyword’ to allow users to escalate issues to human support if needed. Specify the number of retry attempts for the AI to respond to user queries.

Enter fallback messages to guide users when the AI cannot provide an answer.
Upload any necessary files that the AI might need for reference.

Once all settings are adjusted, save your AI assistant. You can now embed this assistant into your website, allowing users to connect directly via WhatsApp.

5. Assigning Your AI Assistant to Chats

The final step is to assign your AI assistant to specific chats. Open the inbox settings in a new tab. Here, you can select the AI assistant you created earlier and assign it to particular contacts or groups.

To do this, choose the AI auto-reply settings and select the appropriate lists or all contacts. Save these settings to ensure that your AI assistant is active and ready to respond to queries.

This setup allows for efficient handling of patient inquiries, enhancing your clinic’s communication strategy with automation.

Conclusion

In this tutorial, we covered how to integrate Let with Simply using Make to automate WhatsApp conversations. By following these steps, you can enhance your business communication and improve customer engagement.