Implementing AI assitant in Inbox for sales

Status: Open · Asked by ASHIRWAD RASTOGI on · 0 views

ASHIRWAD RASTOGI — Question ·
We have huge Chat history on other platform via business whatsapp.  I am planning to implement AI assistant into sales and want to give human like touch. 

How can we plan this, since only creating FAQs will not work. because our office team keep replying each and every chat. Can you help in implementing of Guide me on how to do it. Since I am planning to get subscription. 
ASHIRWAD RASTOGI — Reply ·

Also Want to know if we can store the Chat and train AI Assistant based on conversations.

Pabbly Support — Reply ·

Hello Ashirwad,

Thank you for reaching out and for considering Pabbly Chatflow for your sales team.

Here is what is possible and what to keep in mind:

1. AI Assistant: You can create an AI Assistant in Pabbly Chatflow (Settings → AI Assistant → Create). You choose the model provider (OpenAI), enter your API key, write a system prompt with custom instructions and roles, and optionally upload a knowledge base. The assistant can then reply to leads on WhatsApp on your behalf, generate responses, summaries, and follow-up suggestions.

2. Knowledge base files: Only .txt and .pdf files can be uploaded to the assistant's knowledge base. So beyond FAQs, you can prepare documents with your product and sales information to guide the AI's responses.

3. One important limitation to note: The AI Assistant responds based on the instructions and knowledge base you configure. It cannot automatically review a lead's entire past inbox/conversation history (for example, your existing chat history from the other platform) to generate buying-intent summaries across all prior conversations. It handles individual incoming messages and produces nurturing replies based on your configured inputs.

4. Human handover: If a contact's inbound message contains any of the assistant's stop keywords, the AI is disabled on that chat and a human agent can take over. This helps blend AI responses with your team replying manually.

Unlimited AI assistants are available on the Ultimate, Ultimate Plus, and Ultimate Max plans.

Setup tutorial: https://youtu.be/B4TiR8-0juI
Docs: https://www.pabbly.com/chatflow/docs/

If you can share more about your specific sales flow, we can guide you on the best way to configure it. Please let us know how you'd like to proceed.

Thanks & Regards,
Naman Bansod
Customer Support Specialist
🌐 Pabbly.com
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