Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Chatflow for Integration

To create your AI WhatsApp assistant, start by accessing Pabbly Chatflow. Open a new tab and navigate to the Pabbly Chatflow website. If you are a new user, click on the “Sign Up Free” button to create your account. This allows you to receive 100 free credits each month, enabling you to test the platform.

After signing up, log in to your Pabbly Chatflow dashboard. Here, you will find options to add your WhatsApp number, which is essential for the integration process. By doing so, you can utilize the full capabilities of Pabbly Chatflow for your sales assistant.


2. Creating Your AI Assistant in Pabbly Chatflow

Once logged into Pabbly Chatflow, click on the “Add Assistant” button. You will need to name your assistant, such as “Automated Sales Assistant.” This name will help you identify the AI assistant later on. After naming it, proceed by clicking the “Add Assistant” button again.

  • Select the instruction type as “AI Agent” from the dropdown menu.
  • Add instructions detailing how the AI should respond to users.
  • Adjust the temperature setting to control the creativity of responses.

After completing these steps, your assistant will be configured to engage with customers effectively using Pabbly Chatflow.


3. Uploading Knowledge Base for Your Assistant

Next, you need to upload a knowledge base that contains all relevant information about your products. This file can be created in Google Docs and downloaded as a PDF or TXT file. Ensure that the file size is less than 90 MB for successful upload.

  • Navigate to the knowledge source section in Pabbly Chatflow.
  • Click on the “Add New File” button to upload your knowledge base.
  • Ensure the file format is either PDF or TXT.

Once uploaded, Pabbly Chatflow will process the knowledge base, allowing your assistant to provide accurate responses to customer queries.


4. Configuring the Assistant Interface in Pabbly Chatflow

In this step, you will configure how your assistant interacts with users. Start by customizing the brand name and initial messages that users will see. This personal touch can enhance user experience significantly.

Additionally, you can set up footer messages and stop keywords. The stop keyword is crucial as it allows users to halt interactions if needed. Configuring these settings ensures that your assistant behaves as intended when engaging with customers using Pabbly Chatflow.


5. Testing Your AI Assistant in Pabbly Chatflow

After completing all configurations, it’s time to test your AI assistant. Click on the “Flows” tab and create a flow that triggers the assistant when a specific keyword, such as “shop,” is sent by a customer.

Once the flow is set up, send the keyword “shop” from your WhatsApp to see if the assistant responds correctly. If everything is configured properly, you should receive a welcome message from your assistant, confirming that it is functional. This testing phase is crucial to ensure that your assistant is ready to assist customers effectively via Pabbly Chatflow.


Conclusion

In this tutorial, we explored how to create an AI WhatsApp assistant using Pabbly Chatflow. By following the steps outlined, you can automate your sales and enhance customer engagement seamlessly. Start building your assistant today to boost your business efficiency!