Learn how to create a WhatsApp chatbot using Pabbly Chatflow. This tutorial covers each step to automate client responses effectively. 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. Accessing Pabbly Chatflow to Create Your WhatsApp Chatbot
To create a WhatsApp chatbot, the first step is accessing Pabbly Chatflow. You can do this by visiting www.Pabbly.com/chatflow in your browser. Once there, you need to sign in to your account.
If you are a new user, click on ‘Sign Up for Free’ to create an account and get 100 free tasks monthly. Existing users should click on ‘Sign In’. After logging in, you will be directed to the Pabbly apps page.
2. Connecting Your WhatsApp Number in Pabbly Chatflow
After accessing Pabbly Chatflow, the next step is connecting your WhatsApp number. On the dashboard, you will find an option to add your WhatsApp number. Click on ‘Add WhatsApp Number’ to start the process.
- Click on ‘WhatsApp Connect’ to link your WhatsApp account.
- You can also connect manually using an API token if needed.
- Follow the detailed guide provided in the description for assistance.
Once your WhatsApp number is connected, you are ready to create your AI assistant for automating responses.
3. Creating Your AI Assistant with Pabbly Chatflow
To create an AI assistant in Pabbly Chatflow, navigate to the AI Assistant section on the left sidebar. Click on ‘Create AI Assistant’ and name it, for example, ‘Smart Serve Solutions’.
Here you will fill in crucial details such as:
- Select the instruction type, keeping it as ‘AI Agent’.
- Set the temperature for responses, a value of 0.7 is recommended for creativity.
- Enter the OpenAI API key to enable the assistant’s functionality.
After entering these details, click on ‘Connect’ to save your settings successfully.
4. Uploading Knowledge Base for Your AI Assistant
In this step, you will upload a knowledge base that contains all necessary information for your AI assistant. This is done in the AI assistant settings within Pabbly Chatflow.
To upload your knowledge base, follow these steps:
Prepare a comprehensive document with business details, product catalog, and FAQs. Upload the document in PDF or text format using the ‘Upload File’ option. Ensure the document is detailed to facilitate accurate responses from the AI assistant.
Once uploaded, your AI assistant will be equipped with the knowledge to answer client queries effectively.
5. Assigning Your AI Assistant to Chats in Pabbly Chatflow
The final step is assigning your AI assistant to specific chats or groups within Pabbly Chatflow. This allows your assistant to respond to client questions automatically.
To assign the AI assistant, navigate to the Inbox settings:
Select the desired chat or group from your contact list. Choose the AI assistant you created and save the settings. You can assign the assistant to all contacts or specific lists as needed.
After saving, your AI assistant will be ready to handle client inquiries on WhatsApp, providing timely and accurate responses.
Conclusion
In this tutorial, we’ve demonstrated how to create a WhatsApp chatbot using Pabbly Chatflow. By following these steps, you can automate client responses effectively and enhance customer service.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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