Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Chatflow to Create Your AI Assistant

To begin using Pabbly Chatflow, navigate to the Pabbly Chatflow website. If you are a new user, click on “Sign Up Free” to create an account, which provides you with 100 free credits monthly.

Once logged in, you can access the dashboard where you will find various applications. Click on the “Access Now” button under the Pabbly Chatflow section to proceed to the dashboard, where you can start building your AI assistant.

2. Setting Up Your WhatsApp Integration with Pabbly Chatflow

In this step, you will add your WhatsApp number to Pabbly Chatflow. Click on the button to select one of the two methods provided for adding your number.

  • Choose the first method to link your WhatsApp account.
  • Alternatively, use the second method for a different integration approach.

After adding your WhatsApp number, you can start creating your AI assistant by clicking on the “AI Assistant” box in the dashboard. This will direct you to a page where all your assistants will be stored.

3. Creating Your AI Customer Retention Agent in Pabbly Chatflow

To create your AI retention agent, click on the “Add Assistant” button. Name your assistant meaningfully, such as “AI Customer Retention Agent”. This name helps in identifying the assistant’s purpose.

Next, you will set up the AI instructions. Select the instruction type from the dropdown menu, choosing “AI Agent”. In the instruction box, provide detailed guidelines on how the assistant should respond to customer queries, ensuring it aligns with your business goals.

  • Set the temperature for responses to control creativity.
  • Add your OpenAI API key for integration.

Finally, configure the assistant settings, including header messages and stop keywords, to ensure it operates effectively within the Pabbly Chatflow environment.

4. Uploading Knowledge Sources for Your AI Assistant

For your AI assistant to respond accurately, upload a knowledge base file containing essential information about your business. This file should include FAQs, company background, and other relevant details.

Ensure the file is less than 90 MB and in TXT or PDF format. Once prepared, drag and drop the file into Pabbly Chatflow. This file will serve as the brain of your assistant, enabling it to provide informed responses.

  • Upload a PDF with no more than 10 pages if it contains images.
  • Make sure the content is comprehensive to assist customer queries.

After uploading, customize the assistant interface by changing the brand name and initial messages to align with your business identity.

5. Testing Your AI Assistant in Pabbly Chatflow

Now that your AI assistant is set up, it’s time to test its functionality. Create a flow that triggers the assistant when specific keywords, such as “cancel”, are sent by customers in WhatsApp.

In the flow builder, select the trigger event as “Keyword Match”. Add the keyword “cancel” and connect it to the action step, which assigns your AI assistant to the customer. This ensures that when the keyword is detected, your assistant responds instantly.

  • Save the flow to activate it.
  • Test the integration by sending the keyword in WhatsApp.

Once you send the keyword, the AI assistant should trigger and send a welcome message, confirming that the setup is successful.

Conclusion

In this tutorial, we explored how to create an AI retention agent using Pabbly Chatflow. By following the steps outlined, you can effectively manage customer cancellations and enhance your service retention strategies.