Learn how to set up a Real Estate AI Agent for serious buyer filtering using Pabbly Chatflow. Step-by-step tutorial with detailed instructions. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Chatflow to Create Your AI Agent
To start using Pabbly Chatflow, navigate to the Pabbly Chatflow website. You can sign up for a free account, which gives you access to 100 free credits monthly. This will allow you to create your AI assistant without any initial investment.
After signing up, log into your Pabbly Chatflow account. You will see a dashboard with various applications. Click on the Pabbly Chatflow icon to access the features necessary for building your real estate AI agent.
2. Adding Your WhatsApp Number in Pabbly Chatflow
Once inside Pabbly Chatflow, the next step is to add your WhatsApp number. This is essential for the AI agent to interact with potential buyers. You can do this by selecting the appropriate option from the left column of the dashboard.
- Choose the method to add your WhatsApp number.
- Follow the prompts to verify your number.
After adding your WhatsApp number, you are ready to create the AI assistant that will filter serious buyers efficiently.
3. Creating Your Real Estate AI Assistant in Pabbly Chatflow
To create your AI assistant, click on the ‘AI Assistant’ option in the left column of Pabbly Chatflow. Here, you will deactivate any existing assistants if necessary and then click on ‘Add an Assistant’ to start the creation process.
When prompted, name your assistant (e.g., ‘Real Estate AI Agent’). Follow the four steps provided: AI instructions, knowledge source, assistant interface, and styling. In the instructions section, define the role of your AI assistant to ensure it meets the needs of serious buyers.
- Set the AI temperature to 0.5 for balanced responses.
- Select the OpenAI model you prefer.
After setting these parameters, your AI assistant is ready to be configured with the necessary knowledge base.
4. Uploading Your Knowledge Base to Pabbly Chatflow
Next, it’s crucial to upload a knowledge base that your AI assistant will use when responding to inquiries. This should include FAQs and other relevant information about your real estate services. In Pabbly Chatflow, navigate to the knowledge source section and upload your file in PDF or .txt format.
Make sure your file size is less than 90 MB and contains all the necessary details. After uploading, the AI assistant will be equipped to provide informative responses to potential buyers, increasing the chances of serious inquiries.
5. Testing Your AI Assistant in Pabbly Chatflow
Once your AI assistant is set up, it’s important to test its functionality. Send a message through WhatsApp to see if the AI responds correctly. In Pabbly Chatflow, you can set up a flow that triggers the assistant when a specific keyword is sent by a user.
For testing, type ‘hello’ in your WhatsApp chat. If everything is configured properly, the AI assistant will respond immediately, confirming that it is functioning as intended. This step ensures that serious buyers are filtered correctly, allowing only high-intent inquiries to reach your sales team.
Conclusion
In this tutorial, we explored how to create a Real Estate AI agent using Pabbly Chatflow for serious buyer filtering. By following these steps, you can effectively capture buyer preferences and streamline your sales process.
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