Turn Leads into Sales with Pabbly Chatflow and WhatsApp AI Assistant

Learn how to turn leads into sales using Pabbly Chatflow and WhatsApp AI Assistant in this detailed tutorial. Follow our step-by-step guide for seamless integration!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp AI Integration

To create an AI assistant for WhatsApp, first, you need to access Pabbly Chatflow. Open a new tab and navigate to pave.com/chatflow. Here, you will find options to sign in or sign up for a free account. Signing up gives you access to 100 free credits each month, which you can use to create WhatsApp chatbots.

For existing users, simply click on the ‘Sign In’ button. Once logged in, you will be directed to the Pabbly Chatflow dashboard, where you can start the integration process. This platform is essential for connecting your WhatsApp AI Assistant with your business needs.

2. Adding Your WhatsApp Number in Pabbly Chatflow

After accessing the dashboard of Pabbly Chatflow, the next step is to add your WhatsApp number. Click on the button located on the right side of the dashboard. You can choose between two methods: WhatsApp Connect or Manual Token Connect. This step is crucial for enabling your WhatsApp AI Assistant.

• Select your preferred method for adding WhatsApp.
• Follow the prompts to complete the connection process.

Once your WhatsApp number is added, you will have access to various features on the left side of the dashboard. This setup is essential for the AI assistant to function correctly and respond to inquiries from your leads.

3. Creating Your WhatsApp AI Assistant in Pabbly Chatflow

To create your AI assistant, click on the ‘Add AI Assistant’ button. You will be prompted to name your assistant; for example, ‘New AI Agent for Real Estate Agency.’ After naming, click on the ‘Add AI Assistant’ button to proceed. This is where you configure the AI settings. using Pabbly Connect

In the next step, you will work on four components: AI Instructions, Knowledge Source, Assistant Interface, and Styling. Start by selecting the AI instruction type from the dropdown menu and entering the necessary instructions for your assistant.

• Set the AI temperature to manage creativity in responses.
• Enter your OpenAI API key to connect the assistant.

After completing these tasks, save your settings to ensure your AI assistant is ready for interaction with leads.

4. Uploading Your Knowledge Base for the AI Assistant

Next, you need to upload a knowledge base that your AI assistant will use to respond to queries. This file should include FAQs and company background information. Ensure the file size is less than 90 MB and is in an accepted format like .txt or .pdf.

To upload, go to your Google Docs, download the knowledge base in the required format, and then drag and drop it into Pabbly Chatflow. This knowledge base is vital for your assistant to provide accurate and relevant responses to customer inquiries.

5. Activating Your WhatsApp AI Assistant

After setting up your AI assistant, you need to activate it for your WhatsApp chats. Open your inbox in Pabbly Chatflow, select the chat where you want to enable the AI assistant, and choose it from the dropdown menu. Click on the ‘Save’ button to finalize the activation. using Pabbly Connect

To enable the AI assistant for multiple chats, go to the settings, select ‘Inbox Settings,’ and enable AI auto replies. Choose your contact list and the AI agent, then save your changes. This allows your AI assistant to handle inquiries efficiently across all selected contacts.

Conclusion

In conclusion, using Pabbly Chatflow to create a WhatsApp AI Assistant is a powerful way to automate your lead responses. By following the steps outlined in this tutorial, you can enhance your customer engagement and streamline your business processes effectively.