Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Chatflow for WhatsApp Integration

To start creating a WhatsApp chatbot, you first need to access Pabbly Chatflow. Open your web browser and type in www.pabbly.com/chatflow. Once on the site, you will see options to either sign in or sign up for free.

If you are a new user, click on the “Sign up for free” option to receive 100 free credits monthly. Existing users should sign in to their accounts. After logging in, you will be directed to the Pabbly Chatflow dashboard where you can manage your WhatsApp integrations and AI assistants.

2. Adding Your WhatsApp Number in Pabbly Chatflow

Once you are in the Pabbly Chatflow dashboard, you need to add your WhatsApp number to start the integration process. Click on the “Add WhatsApp Number” button. You can connect your WhatsApp either through the preferred method or manually using a token.

  • Select the “Add WhatsApp Number” option.
  • Choose your preferred connection method.
  • Complete the connection process as guided.

After connecting your WhatsApp, you will see your WhatsApp number listed on the dashboard. This step is crucial for enabling your chatbot to communicate through WhatsApp.

3. Creating Your AI Assistant in Pabbly Chatflow

Next, you will create an AI assistant in Pabbly Chatflow. Navigate to the AI Assistant section on the left sidebar and click on “Add AI Assistant.” Name your assistant (e.g., Exam Learning Academy) and click “Add AI Assistant” to proceed.

On the AI Assistant configuration page, set the instruction type to AI agent. This is where the AI will respond based on the instructions you provide. You can adjust the temperature settings for creative responses and select the AI model to use.

  • Select the instruction type as AI agent.
  • Set the temperature for response creativity.
  • Enter your API key for OpenAI integration.

Make sure to save your settings after configuring your AI assistant. This will ensure that your assistant is ready to respond to queries effectively.

4. Configuring AI Settings in Pabbly Chatflow

With your AI assistant created, the next step is to configure its settings in Pabbly Chatflow. You can set the header and footer messages to guide users on how to interact with your assistant. Additionally, you can define stop keywords that will halt the AI’s responses when users no longer wish to engage.

Another important feature is the retry attempt setting, which allows the AI to escalate to human support if it fails to respond correctly. You can also add a fallback message to assist users when the AI cannot provide a suitable answer.

  • Toggle on header and footer messages.
  • Define stop keywords for user disengagement.
  • Set retry attempts and fallback messages for better user experience.

These settings help tailor the AI assistant’s responses, ensuring a smooth interaction for users seeking help.

5. Assigning Your AI Assistant to Contacts

Finally, you will assign your AI assistant to specific contacts in Pabbly Chatflow. Navigate to the inbox settings and toggle on the AI auto-reply feature. Here, you can select the list of contacts that will receive automated replies from your assistant.

Make sure to save your settings after assigning the AI assistant. This allows your chatbot to respond to queries from the selected contacts automatically, enhancing user engagement and efficiency.

To summarize, assigning your AI assistant effectively integrates it into your WhatsApp communications, ensuring users receive timely responses and support.

Conclusion

In this guide, we explored how to create a WhatsApp chatbot using Pabbly Chatflow. By following these steps, you can automate WhatsApp conversations and enhance user interaction with your business.