WhatsApp AI Sales Assistant That Writes Customized Replies for Every Customer

Learn how to build a WhatsApp AI Sales Assistant using Pabbly Chatflow and Pabbly Chatflow for customized replies to customer inquiries. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your WhatsApp AI Assistant

To create a WhatsApp AI Sales Assistant, first, access Pabbly Chatflow by navigating to the Pabbly website. Click on the ‘Sign Up Free’ button if you are a new user, or ‘Sign In’ if you already have an account. New users receive 100 free credits monthly to explore the features of Pabbly Chatflow.

Once logged in, you will be directed to the dashboard. Here, you must add your WhatsApp number to your Pabbly Chatflow account. You can connect your WhatsApp number using either the WhatsApp connect method or the manual token connect method available on the right side of the dashboard.

2. Creating Your WhatsApp AI Sales Assistant in Pabbly Chatflow

After adding your WhatsApp number, you can create your AI Sales Assistant. Click on the ‘AI Assistant’ option in the left column of Pabbly Chatflow. To start, press the ‘Add AI Assistant’ button. Name your assistant, for example, ‘WhatsApp AI Sales Assistant,’ and click ‘Add AI Assistant’ to proceed.

• Select AI Agent as the type of assistant.
• Provide instructions on how the AI should respond to users.
• Set the AI configuration, including temperature and model selection.

After configuring these settings, you can proceed to the next steps, including defining the knowledge source and assistant interface. This structured approach ensures your AI Assistant is well-equipped to handle customer inquiries effectively.

3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure specific settings for your Pabbly Chatflow AI Assistant. Start with the AI instructions, where you can provide details about the audience, purpose, and style of responses. This customization helps the AI understand how to interact with customers effectively.

Next, set the temperature for creativity in responses. A value of 0.5 balances focus and creativity. Choose the OpenAI model for your assistant, such as GPT-5.2, and enter your API key after creating it on the OpenAI platform. This key is crucial for your AI to function correctly.

• Define header and footer messages for customer interactions.
• Set up stop keywords to control AI responses.
• Add fallback messages for situations when the AI cannot respond.

By carefully configuring these settings, your Pabbly Chatflow AI Assistant will be ready to provide tailored responses based on customer inquiries.

4. Integrating Knowledge Base in Pabbly Chatflow

To enhance your AI Assistant’s capabilities, upload a knowledge base file containing relevant information about your business. In Pabbly Chatflow, you can upload files in PDF or plain text format, ensuring they do not exceed 90 MB in size.

Once your knowledge base is prepared, drag and drop the file into the designated area in Pabbly Chatflow. This allows the AI Assistant to access important details, such as FAQs and company background, which are essential for generating accurate replies to customer queries.

After uploading the knowledge base, move on to configuring the assistant interface. Customize the display name, initial messages, and footer text to align with your brand’s identity. This personalization ensures that customers feel more connected to your AI Assistant.

5. Testing Your WhatsApp AI Sales Assistant

Once your Pabbly Chatflow AI Assistant is set up, it’s time to test its functionality. Create a WhatsApp chatbot by defining trigger keywords such as ‘sales’ and ‘pricing’. This step ensures that the AI Assistant activates when customers use these keywords.

To create the flow, navigate to the flows section and add a new flow. Name it appropriately, and ensure that the trigger event is set to match the keywords you specified. Connect the AI Assistant to this flow, enabling it to respond when customers send messages containing the specified keywords.

Test the assistant by sending trigger keywords via WhatsApp. Verify that the assistant responds with accurate information. Make adjustments as necessary based on test results.

By conducting thorough tests, you can ensure that your Pabbly Chatflow AI Assistant is fully functional and ready to assist customers with their inquiries effectively.

Conclusion

Creating a WhatsApp AI Sales Assistant using Pabbly Chatflow allows businesses to automate customer interactions seamlessly. By following the steps outlined in this tutorial, you can set up an AI Assistant that provides customized replies, enhancing customer experience and engagement.