Learn to create a WhatsApp AI agent for coaching and course enquiries using Pabbly Chatflow. Follow this step-by-step tutorial for seamless integration. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To create a WhatsApp AI agent, you first need to access Pabbly Chatflow. Begin by navigating to the Pabbly website, and search for Pabbly Chatflow. Once on the homepage, you will see options to sign in or start a free trial.

If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. After signing in, you will be directed to the dashboard where you can access all the applications offered by Pabbly.

2. Setting Up the WhatsApp AI Agent in Pabbly Chatflow

Once you are on the Pabbly Chatflow dashboard, you can start setting up your WhatsApp AI agent. Click on the ‘AI Assistant’ feature from the left sidebar. Here, you can create a new assistant by clicking the ‘Add’ button. using Pabbly Connect

  • Select the instruction type as ‘AI Agent’ from the dropdown.
  • Provide a name for your assistant.
  • Click on ‘Add’ to proceed.

After adding your assistant, you will be directed to a flow window. Here you can customize various settings for your WhatsApp AI agent, including the AI model and API key integration.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the AI settings for your WhatsApp agent. Set the temperature to control the creativity of responses; a lower value means more focused answers. Choose the AI model, preferably the latest version available on Pabbly Chatflow. using Pabbly Connect

  • Select ‘Open AI’ as your AI provider.
  • Insert your API key from your OpenAI account.
  • Click on ‘Connect’ to save your settings.

These configurations will help your AI agent respond accurately to customer queries on WhatsApp, ensuring a smooth interaction experience.

4. Adding a Knowledge Source for Your AI Agent

To enable your WhatsApp AI agent to provide accurate information, you need to add a knowledge source. This can be done by uploading a file containing all relevant details about your coaching services, courses, and FAQs. using Pabbly Connect

Click on the ‘Knowledge Source’ section and upload the file in either PDF or plain text format. Make sure the file contains all necessary information so that your AI agent can reference it when responding to customer queries.

5. Finalizing and Activating Your WhatsApp AI Agent

After setting up the knowledge source, proceed to finalize your WhatsApp AI agent. You can customize the header and footer messages that will appear during interactions. Ensure these messages align with your brand and provide clear information. using Pabbly Connect

Once everything is set, click on the ‘Save’ button to activate your WhatsApp AI agent. You can also assign your assistant to specific WhatsApp contacts or groups for enhanced functionality.

Conclusion

In this tutorial, we explored how to create a WhatsApp AI agent for coaching and course enquiries using Pabbly Chatflow. By following these steps, you can automate responses and improve customer engagement effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.