Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Integration

To create a WhatsApp chatbot, the first step is to access Pabbly Connect. Open your browser and navigate to www.pabbly.com/chatflow. Once there, you need to sign in to your Pabbly Chat Flow account.

For new users, click on “Sign Up for Free” to create an account. Existing users should click on “Sign In”. After logging in, you’ll be directed to the Pabbly Apps page where you can select Pabbly Connect to begin the integration process.

2. Adding Your WhatsApp Number to Pabbly Connect

Once you’re in the Pabbly Connect dashboard, the next step is to add your WhatsApp number. Click on the “Add WhatsApp Number” button. You can connect your WhatsApp via either the preferred method or manually using a token.

  • Choose the preferred method for WhatsApp connection.
  • Follow the on-screen instructions to complete the connection.

After connecting, you’ll see your WhatsApp number displayed on the dashboard. This integration is crucial for your chatbot to function effectively via Pabbly Connect.

3. Creating Your AI Assistant with Pabbly Connect

Now that your WhatsApp number is set up, it’s time to create your AI assistant. In Pabbly Connect, navigate to the AI Assistant section and click on “Add AI Assistant”. Name it something relevant, like “Turn WhatsApp into a 24/7 Sales Assistant”.

Next, select the instruction type as “AI Agent”. Adjust the creativity setting by setting the temperature; a value of 0.8 is recommended for balanced responses. Then, choose “OpenAI” as the AI to use, specifically the GPT-5 Mini model.

  • Input your OpenAI API key to establish the connection.
  • Set up header and footer messages to personalize your assistant.

This setup ensures that your AI assistant is ready to handle customer queries effectively using Pabbly Connect.

4. Configuring AI Assistant Settings

After creating your AI assistant, the next step is to configure its settings. In the settings menu, you can customize various features such as header messages, footer messages, and stop keywords. Adding stop keywords helps in managing user interactions effectively.

Additionally, you can set retry attempts for the AI assistant if it fails to respond. The valid range for retry attempts is 1 to 10. Make sure to include fallback messages to guide users if their queries are not resolved.

  • Upload a knowledge base file to assist the AI in providing accurate information.
  • Ensure the knowledge base is formatted correctly for optimal performance.

These configurations are essential for the AI assistant to function seamlessly via Pabbly Connect.

5. Assigning Your AI Assistant to Contacts

Once your AI assistant is fully configured, it’s time to assign it to your contacts. In the Pabbly Connect dashboard, navigate to the inbox settings. Here, you can choose to assign the AI assistant to all contacts or specific groups.

To assign the assistant, toggle the AI auto-reply settings on and select the appropriate AI assistant for each contact list. Save your changes to implement the auto-reply feature.

  • Select the AI assistant for each contact group.
  • Save the rules to ensure the AI assistant is activated.

This step finalizes the integration process, allowing your WhatsApp chatbot to respond to queries automatically using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create a WhatsApp chatbot using Pabbly Connect, which automates customer interactions seamlessly. By following the steps outlined, you can enhance your business communication effectively.