Your First No-Code AI Assistant for Sales and Support Automation

Learn how to create a no-code AI assistant for sales and support automation using Pabbly Connect. Step-by-step guide with detailed instructions! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your AI Assistant

To create your first no-code AI assistant for sales and support automation, you will first need to access Pabbly Connect. Open a new tab in your browser and type the URL Pabbly.com/chatflow. This will take you to the Pabbly homepage where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. By signing up, you will receive 100 free credits every month to practice using Pabbly Connect. Existing users can simply sign in to access their dashboard.

2. Creating Your AI Assistant with Pabbly Connect

Once logged in to Pabbly Connect, navigate to the sidebar and select the ‘AI Assistant’ option. Here, you will see the total number of AI assistants you have created. To create a new one, click on the ‘Add Assistant’ button. You will be prompted to enter a name for your assistant; for this tutorial, let’s name it ‘Sales and Support AI’.

• Click on ‘Add Assistant’ and enter the assistant name.
• Select the instruction type as ‘AI Agent’.
• Adjust the temperature setting to 0.5 for a friendly AI response.

After entering the necessary details, click on the ‘Save AI Assistant’ button to create your AI assistant. This step is crucial as it sets the foundation for your automation process using Pabbly Connect.

3. Configuring Your Knowledge Base in Pabbly Connect

Next, you need to configure the knowledge base for your AI assistant. This is essential as it allows the assistant to respond accurately to customer inquiries. In the AI configuration section, you will find an option to upload a file containing your business details. Ensure that the file is in either TXT or PDF format.

To upload your knowledge base, click on the upload button and select your file. Once the file is uploaded successfully, you will see a confirmation message. This knowledge base will serve as the reference for your AI assistant’s responses, making it a critical component of your Pabbly Connect setup.

4. Customizing Your AI Assistant Interface

After configuring the knowledge base, you can customize the interface of your AI assistant. In the ‘Assistant Interface’ tab, you can modify various elements such as the header display name, subheading, and initial message. For example, you may want to set the header display name to ‘Sales and Support’ and the initial message to ‘Hi there, how can I help you today?’

• Change the header display name and subheading as desired.
• Enable or disable the ‘Powered by Pabbly’ label.
• Enter footer links if necessary.

Once you are satisfied with the customization, save your changes. This will ensure that your AI assistant is visually appealing and user-friendly while being powered by Pabbly Connect.

5. Enabling Your AI Assistant for Customer Interactions

The final step is to enable your AI assistant for customer interactions. Navigate to the settings and select ‘Inbox Settings’. Here, ensure that the ‘Enable AI Auto Replies’ option is toggled on. You can also select your preferred contact list for which the AI assistant will respond.

To enable the AI assistant for specific chats, go to the inbox, select a chat, and choose the AI assistant you created. Click on the save button to apply these settings. With these steps completed, your AI assistant is now fully operational, thanks to Pabbly Connect, allowing you to automate customer interactions effectively.

Conclusion

In this tutorial, we explored how to create your first no-code AI assistant for sales and support automation using Pabbly Connect. By following these steps, you can enhance your business operations and provide 24/7 support to your customers.