This AI Assistant Handles 90% of SaaS Support Tickets 😱

Learn how to automate 90% of your SaaS support tickets using Pabbly Connect. This detailed tutorial provides step-by-step instructions for setting up your AI assistant.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your WhatsApp Assistant

To start automating your SaaS support tickets, you need to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/chartflow. This platform is essential for creating your AI assistant that can handle support tickets via WhatsApp.

Once you are on the Pabbly Chart Flow page, you will see options for signing up or logging in. If you are new, click on the ‘Sign Up Free’ button to create an account. Existing users can simply log in. After signing in, you can access the Pabbly Chart Flow dashboard where you can manage your WhatsApp numbers.

2. Setting Up Your AI Assistant in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create your AI assistant. Click on the ‘AI Assistant’ feature from the left sidebar. Here, you can train your assistant with a knowledge base to answer common questions effectively.

• Click on the ‘+ AI Assistant’ button.
• Name your assistant, for example, ‘This AI Assistant Handles SaaS Support Tickets’.
• Select the instruction type as ‘AI Agency’.

This setup allows your assistant to follow specific rules while replying to user inquiries. You can adjust settings like temperature for creativity and select the AI model provider as OpenAI.

3. Configuring API Settings in Pabbly Connect

Next, you need to configure the API settings in Pabbly Connect. After selecting the AI model, you will need to paste your OpenAI API key. Click on the link provided to create a new secret key on the OpenAI platform.

Once you generate the key, copy it and paste it into the API key field in Pabbly Connect. After saving the key, you will receive a confirmation message indicating that the OpenAI key has been saved successfully.

4. Designing Your Assistant Interface in Pabbly Connect

With the API settings configured, you can now design the interface of your AI assistant using Pabbly Connect. This includes entering a header message, footer message, and customizing the look of your assistant.

• Set a header message like ‘How can I assist you today?’.
• Add a footer message for contact information.
• Enable the toggle to make your assistant active.

After customizing the messages and appearance, click the ‘Save Assistant’ button to finalize your design. This assistant will now be ready to handle user queries effectively.

5. Enabling Auto Replies for Your Assistant in Pabbly Connect

Finally, to ensure your assistant can respond to users automatically, you need to enable auto-replies in Pabbly Connect. Go to the inbox settings and ensure the ‘Enable AI Auto Replies’ toggle is activated.

Select your assistant from the dropdown menu for all contacts or specific users. After making your selections, click the ‘Save’ button to confirm your settings. Your AI assistant is now fully functional and ready to assist users 24/7.

Conclusion

By following these steps using Pabbly Connect, you can automate 90% of your SaaS support tickets. This powerful AI assistant will provide instant replies to your users, significantly improving your customer support efficiency.