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Turn Student Queries into Booked Consultations with AI

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Your AI Agent

To start automating your WhatsApp conversations, you need to access Pabbly Connect. Begin by visiting the Pabbly website and navigating to the Pabbly Chatflow section.

Log in to your account by clicking on the “Sign In” button at the top right corner. If you are a new user, you can sign up for free and enjoy 100 tasks monthly. Once logged in, you will see all Pabbly applications. Click on Pabbly Connect to proceed.

2. Adding WhatsApp to Pabbly Connect

Once in Pabbly Connect, you need to add your WhatsApp number to the platform. This is crucial for enabling the AI agent to communicate through WhatsApp.

Click on “Add WhatsApp Number”.
Choose the “Connect WhatsApp” option.
Follow the prompts to complete the connection process.

After successfully adding your number, you can start creating your AI agent to handle WhatsApp queries efficiently.

3. Creating Your AI Agent in Pabbly Connect

Now that your WhatsApp is connected, it’s time to create your AI agent using Pabbly Connect. Navigate to the AI Assistant section and click on “Add Assistant”.

Name your assistant, for example, “Consultancy AI Agent”. Set the instruction type to AI agent, and the necessary instructions will auto-populate. Adjust the creativity level by setting the temperature between 0 and 1, with 0 being more focused and 1 being more creative.

Select the AI model as OpenAI.
Ensure you have added your OpenAI API key.
Click “Connect” to save your settings.

This step is crucial as it sets up the core functionality of your AI agent, allowing it to respond to queries effectively.

4. Designing the AI Interface with Pabbly Connect

After creating your AI agent, you can customize its interface in Pabbly Connect. Here, you can set the header and footer messages that will appear in the chat.

Toggle on the options for header and footer messages, and enter the desired text. You can also set a stop keyword that will halt responses when sent by the user. This is essential for managing user interactions effectively.

Set the retry attempts for unanswered queries.
Add fallback messages for when the API does not respond.
Upload a knowledge base file to train your AI agent.

These settings ensure your AI agent can provide accurate and helpful responses to user queries.

5. Assigning the AI Assistant to WhatsApp Chats

With your AI agent set up, the final step is to assign it to specific WhatsApp chats using Pabbly Connect. Navigate to the inbox settings to assign your AI assistant.

Here, you can select specific chats or groups to which the AI assistant will respond. This feature saves time and ensures consistent responses across all interactions.

Select the chat you want to assign the AI assistant to.
Save the settings to apply the changes.
Optionally, assign the assistant to all contacts for broader reach.

Now your AI assistant is fully operational, ready to handle WhatsApp queries automatically, enhancing efficiency and user experience.

Conclusion

In this tutorial, we explored how to automate WhatsApp conversations using Pabbly Connect. By following the steps outlined, you can create a functional AI agent that enhances customer interaction.