Turn WhatsApp Into a 24/7 AI Customer Success Rep (No Humans Needed)

Learn how to create a 24/7 AI customer success representative on WhatsApp using Pabbly Chatflow with this detailed step-by-step tutorial. 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 AI Assistant

To create a 24/7 AI customer success representative, you need to access Pabbly Chatflow. Begin by visiting the Pabbly Chatflow website. If you are a new user, click on the ‘Sign Up Free’ button to create your account. You will receive 100 free credits every month to explore the application.

If you already have an account, click the ‘Sign In’ button to log in. After logging in, you will see the dashboard where you can start creating your AI assistant. Make sure to add your WhatsApp number to utilize the features of Pabbly Chatflow.

2. Creating Your AI Assistant in Pabbly Chatflow

Once you are in the Pabbly Chatflow dashboard, click on the ‘AI Assistant’ option. To start creating your AI assistant, click on the ‘Add AI Assistant’ button. Name your assistant, for example, ’24×7 AI Customer Success Agent,’ and press the ‘Add Assistant’ button.

• Select AI instructions for your assistant.
• Define the knowledge source for your assistant.
• Design the assistant interface.
• Style your assistant for a personalized look.

After naming your assistant, follow the four steps to configure it properly. This process will ensure your AI assistant can effectively interact with customers using WhatsApp.

3. Configuring AI Instructions in Pabbly Chatflow

In the configuration section of Pabbly Chatflow, select the AI agent type. The default instructions will guide how your AI assistant responds to users. You can customize the instructions if needed, but the default settings are often sufficient for most businesses.

Set the temperature parameter, which determines the creativity level of responses. A temperature of 0.5 is a balanced choice. You can also select the AI model from the available options; for instance, choose the latest GPT model for optimal performance.

• Enter your OpenAI API key to connect.
• Configure the assistant settings, including header and footer messages.
• Define a stop keyword to halt the conversation if needed.

Completing these settings will ensure that your AI assistant is well-prepared to handle customer queries effectively.

4. Uploading Knowledge Source for Your AI Assistant

To enhance the effectiveness of your AI assistant, you need to upload a knowledge source. This document should contain FAQs, company background, and other critical information. Use a PDF or plain text format to ensure compatibility with Pabbly Chatflow.

For instance, create a knowledge base in Google Docs and download it as a PDF. After downloading, drag and drop the file into the designated area in Pabbly Chatflow. Ensure the file size is under 90 MB and follows the format guidelines.

Once uploaded, your AI assistant will leverage this knowledge source to provide accurate responses to customer inquiries, making it a reliable resource for your business.

5. Testing Your AI Assistant on WhatsApp

After setting up your AI assistant in Pabbly Chatflow, it’s time to test its functionality. Open WhatsApp and send a keyword, such as ‘I need help.’ Your AI assistant should respond instantly with a welcome message, indicating that it is operational.

To further test, ask specific questions related to your services. For example, inquire about subscription upgrades. The AI assistant should provide detailed instructions based on the keywords you inputted, such as options for upgrading via Google Play or direct website purchases.

This testing phase is crucial to ensure that your AI assistant is effectively set up and ready to assist customers 24/7 without human intervention.

Conclusion

Creating a 24/7 AI customer success representative using Pabbly Chatflow is a powerful way to enhance customer service. By following the steps outlined, you can set up an AI assistant that responds instantly to customer queries. This integration not only saves time but also improves customer satisfaction.