This AI WhatsApp Agent Sells for You (Smart Recommendations + Upsells)

Learn how to create an AI WhatsApp sales agent using Pabbly Chatflow for smart recommendations and upsells. Step-by-step tutorial included! Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow to Create Your AI WhatsApp Agent

To create your AI WhatsApp sales agent, the first step is to access Pabbly Chatflow. Open a new tab and navigate to Pabbly.com/chatflow. Here, you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up Free’ button to create your account. This will give you access to 100 free credits every month, which you can use to create your AI assistants.

Once you have created your account, sign in to access the Pabbly Chatflow dashboard. From here, you can start building your AI WhatsApp agent. Click on the ‘Access Now’ button to enter the Pabbly Chatflow dashboard where you can manage your integrations and AI assistants.

2. Adding Your WhatsApp Number in Pabbly Chatflow

The next step in creating your AI WhatsApp sales agent is to add your WhatsApp number to Pabbly Chatflow. In the dashboard, locate and click on the ‘Add WhatsApp Number’ button. You will have two methods to connect your WhatsApp: the WhatsApp connect method and the manual token connect method. Choose the method that suits you best.

• Select the WhatsApp connect method for an easier setup.
• Use the manual token connect method if you prefer more control.

After successfully adding your WhatsApp number, you can now proceed to create your AI assistant. This is essential for enabling automated responses and recommendations to your customers through WhatsApp.

3. Creating Your AI Assistant in Pabbly Chatflow

Now that your WhatsApp number is set up, it’s time to create your AI assistant using Pabbly Chatflow. Click on the ‘AI Assistant’ option in the left column of the dashboard. To create a new assistant, click on the ‘Add AI Assistant’ button. Give your assistant a meaningful name, such as ‘AI Sales Agent’ and click on the ‘Add AI Assistant’ button again to proceed.

You will be directed to a new page where you will configure your assistant in four steps: AI instructions, knowledge source, assistant interface, and styling. Start with the AI instructions by selecting the instruction type as ‘AI Agent’. Here, you can define the role and constraints of your AI agent, which will guide how it interacts with customers.

• Set the AI temperature to 0.5 for balanced responses.
• Select OpenAI as the AI to use and enter your API key.

After configuring the AI instructions, save your settings to ensure your assistant is ready for interaction.

4. Uploading Knowledge Source for Your AI Assistant

The next step involves uploading a knowledge base to your AI assistant in Pabbly Chatflow. This knowledge base should include FAQs and essential company information that the AI can use to assist customers effectively. You can create this knowledge base in Google Docs and download it in PDF format.

Once you have your knowledge base ready, return to Pabbly Chatflow and drag and drop your PDF file into the designated area for uploading. Ensure that your file size is less than 90 MB and adheres to the accepted formats (.txt or .pdf). After uploading, your AI assistant will be equipped with the necessary information to provide accurate responses to customer queries.

5. Testing Your AI WhatsApp Sales Agent

After setting up your AI assistant with the knowledge source, it’s crucial to test its functionality. In Pabbly Chatflow, create a flow that triggers your AI assistant based on specific keywords sent by customers. In the flow setup, select the ‘keyword or reject match’ trigger and add keywords such as ‘hello’, ‘buy’, and ‘product’.

Once your flow is set, save your changes. To test, open your WhatsApp and send one of the keywords you configured. Your AI assistant should respond with a welcome message, confirming that the integration is working correctly. This testing phase ensures your AI sales agent can assist customers and streamline the sales process effectively.

Conclusion

In this tutorial, we explored how to create an AI WhatsApp sales agent using Pabbly Chatflow. By following the detailed steps outlined, you can enhance customer interactions and improve sales through smart recommendations and upsells. Start using Pabbly Chatflow today to automate your sales processes!