How to Setup ChatGPT agent on WhatsApp! | Latest Step by Step Tutorial

ChatDaddy - WhatsApp Marketing
31 May 202412:59

TLDRThis tutorial outlines a step-by-step process to set up an AI chatbot on WhatsApp without coding, using Chat Daddy. It covers creating a simple AI bot for FAQs and an advanced version with conditional replies. The video demonstrates how to train the bot with documents, set up auto-replies, and link the bot to a WhatsApp account for real-time customer service, showcasing its ease of use and customization.

Takeaways

  • 📝 To set up an AI chatbot on WhatsApp, you need a WhatsApp account, which can be personal, business, or WhatsApp Business API (WABA).
  • 🔗 You'll also need a ChatDaddy account and can choose between two types of AI bots: a simple AI bot for FAQs and a more advanced one with reply conditions.
  • 📚 For the simple AI bot, you can train it with FAQ documents, pricing, or other Q&A documents. It will respond to clients and notify you if questions are outside the document scope.
  • 🤖 The advanced AI bot allows setting up reply conditions, which can trigger different responses based on the content of the client's message.
  • 🚀 Start by signing up at chatdaddy.com and connect your WhatsApp account to ChatDaddy to begin the setup process.
  • 🔑 Navigate to the AI chatbot section in your ChatDaddy dashboard, create a new bot, and input the necessary documents or information for training the chatbot.
  • 📑 You can upload a PDF document with FAQs or use the 'fetch link' feature to train the chatbot with content from your website.
  • 🗣️ Set a chatbot name and a prompt to act as a customer service agent. Also, define a fallback message for when the chatbot can't respond to a question.
  • 🔄 Enable auto-reply and link the chatbot to a WhatsApp channel. Assign a teammate to handle cases where the chatbot is unable to provide an answer.
  • 📲 Test the chatbot in real-time to ensure it responds correctly to messages and escalates to a human agent when necessary.
  • 📈 For advanced setups, create message flows to conditionally trigger different AI chatbots based on the content of the client's messages.

Q & A

  • What is the prerequisite for setting up an AI chatbot on WhatsApp?

    -To set up an AI chatbot on WhatsApp, you need a WhatsApp account, which can be personal, business, or WhatsApp Business API (Waba), and a ChatDaddy account.

  • Why is it important to understand the differences between personal, business, and WhatsApp Business API accounts?

    -It's important because many platforms can only integrate with the WhatsApp Business API, and understanding the differences helps in choosing the right type for setting up the AI chatbot.

  • What are the two types of AI bots that can be set up according to the video?

    -The two types of AI bots are a simple AI bot trained with FAQ documents and a more advanced AI bot that can be set up with reply conditions.

  • How can you train the AI bot with FAQ documents?

    -You can train the AI bot by uploading a PDF document containing frequently asked questions and answers, or by using the 'fetch link' feature to crawl pages on your website for training data.

  • What happens if a client asks a question that is out of the document scope?

    -If a client's question is out of the document scope, the AI bot will trigger a notification to a human agent to attend to the client, as it couldn't respond to the question.

  • How do you set up the AI chatbot on ChatDaddy?

    -You sign up for a ChatDaddy account, connect your WhatsApp to ChatDaddy, create a new AI chatbot, upload the training document, set the chatbot name and fallback message, enable auto-reply, link the chatbot to a WhatsApp channel, and assign a teammate for unresolved queries.

  • What is the purpose of setting a fallback message for the AI chatbot?

    -The fallback message is used when the AI chatbot cannot understand or find a relevant answer to a client's question, informing the client that an agent will attend to them shortly.

  • Can the AI chatbot be tested after setting it up?

    -Yes, after setting up the AI chatbot, you can test it by sending a message and observing how it responds based on the trained FAQs or conditions.

  • How can you create more advanced AI chatbots with reply conditions?

    -You can create advanced AI chatbots by setting up message flows in ChatDaddy, defining triggers and conditions, and assigning specific AI chatbots to respond based on those conditions.

  • What is the final step in setting up a message flow for an advanced AI chatbot?

    -The final step is to save the message flow, test it by sending messages that match the defined conditions, and observe how the AI chatbot responds accordingly.

Outlines

00:00

🤖 Setting Up AI Chatbot on WhatsApp

This paragraph introduces the video's purpose: guiding viewers on setting up an AI chatbot on WhatsApp without coding or automation software. It emphasizes the need for a WhatsApp account, which can be personal, business, or WhatsApp Business API (Waba), and mentions a link in the description for more information on these accounts. The video will cover two types of AI bots: a simple AI bot trained with FAQ documents and an advanced AI bot with reply conditions. The tutorial begins with signing up for a ChatDaddy account, connecting a WhatsApp account to ChatDaddy, and setting up the AI chatbot by uploading training documents in a specific format. The process includes testing the chatbot's responses and customizing the bot's name and fallback messages.

05:03

🔗 Linking and Customizing AI Chatbot

The second paragraph explains the process of linking the AI chatbot to WhatsApp and customizing its settings. It discusses enabling auto-reply, selecting the source for chatbot responses, and choosing a channel, which is the WhatsApp number to be used. The paragraph also covers assigning a teammate to handle queries the chatbot can't respond to and testing the chatbot in real-time. It demonstrates how the chatbot responds to relevant and irrelevant questions, assigning clients to teammates when the chatbot fails to understand the query. The paragraph concludes with a brief mention of setting up more advanced features and message flows for a more personalized AI chatbot experience.

10:07

🛠️ Advanced AI Chatbot Setup and Testing

The final paragraph delves into creating advanced AI chatbots with conditional responses. It outlines creating message flows, setting triggers, and conditions for the chatbot to respond appropriately based on the content of the user's message. The tutorial includes training the chatbot with a website for pricing information and testing it to ensure it responds correctly to queries about pricing and other FAQs. The paragraph also shows how to set up multiple AI chatbots with different conditions and how to integrate them into a message flow. The video concludes with a live demonstration of the AI chatbots responding to various questions, including a pricing inquiry, a customer service question, and an irrelevant question that triggers the fallback response. The video ends with an invitation to build one's own AI chatbot using the provided link and an encouragement to leave questions in the comments.

Mindmap

Keywords

💡AI chatbot

An AI chatbot is an artificial intelligence-powered conversational agent designed to interact with humans through text or voice interfaces. In the context of the video, the AI chatbot is set up on WhatsApp to provide customer service by answering frequently asked questions (FAQs) and responding to client inquiries. The script mentions training the AI bot with FAQ documents and setting up conditions for more advanced responses.

💡WhatsApp

WhatsApp is a widely used messaging app that allows users to send messages, make voice and video calls, and share media over the internet. The video tutorial focuses on integrating an AI chatbot with a WhatsApp account, which can be personal, business, or WhatsApp Business API (WABA), to enhance customer interaction and service.

💡Chat Daddy

Chat Daddy is the platform mentioned in the script for setting up the AI chatbot. Users sign up and connect their WhatsApp accounts to Chat Daddy to enable the AI bot to interact with clients. The platform allows for the training of the AI with documents and setting up of response conditions.

💡FAQs

Frequently Asked Questions (FAQs) are a list of questions and answers that address common inquiries users might have. In the video, the AI chatbot is trained using FAQ documents to provide automated responses to common customer service issues. The script suggests uploading a PDF of these FAQs for the AI to learn from.

💡API

API stands for Application Programming Interface, which is a set of rules and protocols for building software applications. The script refers to the WhatsApp Business API as a type of account that can integrate with the AI chatbot for more advanced functionalities.

💡WABA

WABA stands for WhatsApp Business API, which is a platform provided by WhatsApp for businesses to communicate with their customers at scale. The video emphasizes that some platforms require integration with WABA for setting up AI chatbots.

💡Automation

Automation refers to the use of technology to perform tasks with minimal human intervention. In the context of the video, automation is used to trigger the AI chatbot to respond to messages without the need for manual input, thus saving time and resources.

💡Message Flow

A message flow in the video script refers to a series of conditional messages and responses set up within the Chat Daddy platform to guide the AI chatbot's interactions. It allows for the creation of more complex interactions based on the content of the client's messages.

💡Fallback Message

A fallback message is a predefined response used when the AI chatbot is unable to provide a relevant answer to a client's query. In the script, if the AI chatbot does not understand a question, it sends a fallback message indicating that a human agent will be in contact shortly.

💡Customer Service

Customer service is the process of providing assistance to customers before, during, and after their purchase. The video's main theme revolves around using an AI chatbot to improve customer service by automating responses to common questions and directing more complex inquiries to human agents.

💡Broadcast

In the context of the video, a broadcast refers to a feature within WhatsApp that allows users to send the same message to multiple contacts at once. The AI chatbot is trained to provide guidance on issues related to the broadcast feature, as demonstrated in the script.

Highlights

Setting up an AI chatbot on WhatsApp is possible without coding or automation software.

Different types of WhatsApp accounts can be used: personal, business, or WhatsApp Business API.

A chatbot can be trained with FAQ documents, pricing, or other Q&A documents.

Chatbot can trigger responses to clients and notify when questions are out of scope.

Advanced setup includes reply conditions for more customized interactions.

Sign up for a ChatDaddy account to start setting up the AI chatbot.

Connect your WhatsApp account to ChatDaddy for integration.

Upload AI bot training documents in PDF format for the chatbot to learn from.

Set a chatbot name and a prompt to act as a customer service agent.

Create a fallback message for when the chatbot can't respond to a query.

Enable auto-reply and select a channel for the chatbot to operate on WhatsApp.

Assign a teammate to handle queries that the chatbot can't respond to.

Test the chatbot in real-time to ensure it responds correctly to messages.

Create message flows for more advanced conditional responses.

Use triggers and conditions to direct specific inquiries to the appropriate chatbot.

Set up multiple AI chatbots for different purposes using the condition feature.

Demonstration of how the AI chatbot handles pricing inquiries and customer service questions.

The chatbot automatically assigns clients to an agent for questions it can't answer.

A personalized AI chatbot can be built to cater to specific client needs.

Link provided in the description to test building your own AI chatbot.

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