NEW: GoHighLevel Conversation AI 🤖 Auto Booking Bot Walkthrough

All right it is time to fire your appointment sets and use go high levels native AI booking functionality to create a custombuilt workflow for your business so you can book appointments straight from when you get them from Facebook leads or when you get them from optins into your calendar and take sales calls let's dive right into it how to actually build this [Music] all right so there is two main things we're going to look at uh two main workflows in this

Video we're going to look at a booking bot and I'm going to so booking new leads from either Facebook uh lead forms opt-in Pages whatever the case may be um booking those leads into your calendar and then also we're going to look at a noow uh appointment slup bot so those are for leads of course that book an appointment and then they don't show uh the automation is triggered from when they're move when the pipeline changes into noow um and then

The the workflow um the workflow triggers and goes of course so if you're not familiar with go high level it is the all-in-one platform to uh it's the best marketing CRM and sales CRM in the whole entire world I've tried them all trust me um yeah it's just the best I have a bunch of videos on it I'm not going to go too in depth but you can sign up for a free trial just by going to go high.com if you

Want to sign up through my affiliate link it's the same price um that you would pay you know there's no additional cost um but if you do sign up through my affiliate link you'll get our custom built ghost stride level snapshot as well as um some free trainings and you'll get to join our ghost stride level community so I'll leave a link to that below you don't have to join through our affiliate link but you just get a bunch of free

Stuff so if you're new to go high level I definitely recommend it and you'll get like um support and mentorship and whatnot so go check it out explains it all there anyways uh if you aren't familiar with go high levels AI feature it's called conversation AI so to unlock this um you would want to go into your settings all right I'm going to template uh location right now um you would want to go to your settings so for example I'll go

Back here click on settings and then uh you would click on conversation Ai and then you may need to enable this uh well you most likely will to enable this it may it may say this is not enabled you have to go to your agency settings and then enable this and then you should be good if ever you're not seeing any functionality that that is new go to labs and just enable all the new stuff um conversation AI has been out

For a while though so it should automatically be enabled but you can see here there's some other functionalities like communities and all this other stuff if you haven't seen my video on communities go check that out I'll leave a link for that as well go highle communities competing with school um you can see here they're always getting new functionality which is awesome like these are new things I haven't even seen yet SMS limit and call and voicemail settings so I'm always

Just enabling them because I like the new features and they roll them out anyways but um let's go to conversation AI again so here is where you can actually configure your conversation Ai and I did a uh I did a video before on conversation AI and how to set up basic here I'm actually going to show you some live examples as well as I did do some updates to conversation II AI that I'm going to go over with you guys here

So first off you can see bot settings you have preferences so you can either turn off conversation AI um you can still edit details you can do suggestive which is helps you within the chat window or autopilot so this will send messages automatically you can change your supported channel so for now we have SMS you could do Instagram Facebook Google um GB uh GBP chat widget SMS chat and then live chat as well we'll just leave SMS for now now here

You can change the business name so default is the location name used as AI business name and prompt so we can leave that for now and then autopilot mode so configure settings for the autopilot mode based on your business needs so wait time before responding right so this will just show the wait time you could do 2 minutes you could do um you know one minute whatever the case may be and then maximum messages a bot can send to a contact

Um you know 10 for example and then send bot to sleep when I send a message manually or through a workflow okay so for the purposes of this video I'm going to do 10 seconds here 10 seconds we don't want them to we want the bot to be replying quickly and um yeah if you're going to use like these autopilot and um stuff like that it's basically going to just talk based on the data that you train it on and all

That all the prompts and everything so um we're not going to do that we're actually going to build the prompts within the workflow like I'm going to show you in a second um but yeah that is pretty much it for this um tab you have the pricing right here so 2 cents per response this on basic you could upgrade um the plan right here to unlimited which is 79 bucks per month additionally and here is your Bot trial so once you

Actually are um you know ready to test out the bot you can go ahead and start testing it here I'm not going to do that yet what we would want to do is go over to bot training so this is where this is really cool stuff you can actually train the bot on specific URLs it has a web crawler so you can for example I could go ahead and paste executiv stride. comom right here and go extract from entered URL so

You could extract from entered URL or you could do all urls within the um parent domain or all urls within this domain so um let's just do this for now all right you'll see it's fetching the page and it's just going to pull out all the data on there so really cool stuff right there now you can actually customize responses FAQs right here so you can ask some questions like um like [Music] who do you usually work with um coaches agency

Owners service based businesses all right just some examples here you would just save that once you're done and you can add as many FAQs as You' like um for the purpose of this video we're not going to go in depth with setting this up but I would definitely spend some time doing the FAQs doing the training all right you can literally put any website on the internet in here and scrape it so that's really cool uh here is some new stuff

That they actually added since my last video on the conversation AI so now you can actually edit the prompts um so you can edit support and general question and answer prompt as well as appointment booking prompt so first of all you would definitely want to enable um appointment booking right here and you would actually want to select the calendar well you don't necessarily need to enable appointment booking it depends how you want to do it for me personally as well as

You know most of the clients we work with um they want the AI to automatically book it into the calendar because it just saves you a bunch of time um why would you want to manually do it it's just tedious uh in my opinion but maybe for a specific use case it may make sense who knows anyways so this is going to whatever calendar you're going to select here you'll see in a second once we go over the workflows it's going

To automatically schedule them in based on whatever time slots available so it's going to when it's saying hey talking to the prospect that's going to say are you available on Wednesday or Thursday at 2 p.m. or 4 p.m. each day and it's going to basically pull real live data based on this calendar so that's really cool um so if an appointment is already confirmed for a contact the intent switches to General support questions for that specific contact pick a calendar this

Calendar will be used for getting available slots uh and booking appointment and then don't book appointment only send booking link so yeah you could do this one um if you really want to if you want them to book the appointment um so could send them the appointment booking link selecting this will stop the bot from booking the appointment and send the booking link to the contract so you could do this if you want we're not going to do that and here

You can actually edit the prompt which is really really cool this is the features that they added so um I'll show you this one first so support and general Q&A prompt right so who is the bot you are a bot for AI business name talk to assistant task to assist customers primary goal is to build trust and help customers for referencing our Wiki I'm not going to read this whole thing but you get the gist um you could go in and

Actually edit some stuff if you want I'm not going to do this but um here's some rules here's some examples avoid this use this avoid this use this right you can add custom values as well while you're doing this while you're changing the prompts and do the same thing up here there's even some templates so in this is informal support so they actually provide you some templates which are awesome um that they do I think they're uh planning on in uh

Even including more templates but this is the basic one you can see here uh if you change it it goes from mostly like kind of formal to informal this is casual so I haven't tried that one out yet but uh yeah you can play around with it use your own custom stuff or use some of their templates or use the default one next is the appointment booking prompt so same sort of thing give some guidelines anything the bot should know you

Can add custom values and there are two different templates here so we have persuasive empathetic right and then we have qualification and booking so you can read through these templates and get a sense of what one would work best for you or if you want to use a default one or if you want to be creative look at these templates and then build your own custom one right so once you've done all that you pretty much have your Bot set up

Um and ready to start building out your workflows so I'm not going to show you exactly how to build out the workflows you should be familiar with the workflow Builder if you're not I videos on this channel explaining how to build out workflows um I'm going to show you kind of this workflow and keep in mind this workflow is not perfect um depending on each use case you want to build it differently don't copy this right like directly um because you

Want to make sure it works for your business for your offer and everything like that this is just an example of something and this actually isn't the most recent one we updated there was a few changes we made um that we found worked better with the bot and there's a few like there's it's a learning experience so you definitely want to always test your Bot this is just one I'm using for example purposes of this video and this should give you

A lot of good ideas on how to use a bot because I get a lot of people saying or oh that's great go high level as AI now but I just don't know how to use it I haven't been implementing it like how do I actually do it and I did a basic video on showing you the very basics of it but here's like actual um live proof of like how to actually set it up um in a workflow so um

Here is triggered by a Facebook lead form it's going to create an opportunity assign to a user internal notification wait a minute it's going to drop them a voicemail drop so I'm not going to go over all that stuff those are just other actions you can add within go high level I'm only going to cover the AI booking stuff um so if I click here first is basically just asking them proc ECT name so this is all the default stuff pretty

Much um and the way you get that is by toggling this on this is Advanced bot uh configurations you would want to Target toggle this on so you can actually see the personality and the additional instructions you could change this if you like or leave it the same and then the question you can change your question here this is just a is this contact name timeout is 5 hours channel is SMS and then we have three three different branches we have

No condition meant bot times out and then replies you can add a condition simply by going like this typing in the name of the branch and then the condition so the prospect replies confirming that it is them all right so once the prospect replies it is going to all right so pretty much whatever the prospect does here whether it times out no condition M which is pretty much like it's it's most likely going to just time out um because if they

Rep there's really only two options but either way just so be save it's going to the next uh point of contact which is an email and then the next AI is saying it's the exact same setup by the way with the personality and the additional instructions its timeout is 1 day you can change this for hours minutes Etc and the channel is SMS of course and it is um the reply is basically just saying oh sorry the uh reply is Prospect

Answers the question is hey it's username with location name I just left you a voicemail wanted to reach out to to through text as well are you still looking for desire obviously customize this for your offer for your business what they're you know opted in for what they're looking for all right so no condition inter met or timed out if it times out um is contact it's Josh you remember requesting details about desire through Facebook so that's if they don't reply

Fing up with them automatically and if it's timing out again and by the way this is waiting 3 hours if it times out again it's doing a breakup text basically just saying let me know either way I'm pretty resourceful but um I'm talking taking on a handful of clients right now so I won't be offended I did my part let me know if you're interested at this time thanks uh contact name and then so yeah that's a basically a breakup text

You like like I said I would make this your you don't have to use this exact copy I don't recommend you to use this exact copy this is a demo I'm just showing you what's possible but you know you're basically following up so it's falling up if they don't answer and everything else like no condition met is just going to much the next stage so if they do reply it's going to this is basically like your first qualifying question so whatever

Industry you're in or business um hey contact name it's Josh uh I wanted to get your opinion if I could get you any desire what kind of number would we be looking at just kind of asking them about with their goal um so that's you would want to tailor that languaging for whatever you're helping them do with depending on your business all right then we have 1 two three four conditions so this is specific for this example but like if they

Replied with an amount like they know an amount and then this is if they replied like they don't know like oh I don't know they're unsure this is if it times out so it's pretty much just going to do the same thing as the last time just following up with them um is there any specific goal you have in mind uh do you remember requesting details about XXX through Facebook and then breakup text Bam Bam Bam and then here it just

Adds a note for the sales rep or the team member whatever and then it's going to add them to your overarching company nurture Loop you don't know about that you should have something like that like an email newsletter whatever something that's constantly nurturing your your leads that go stale um anyways um yeah you should definitely look at building out something like that if you need help just a call with us and we can help you with all your ghl stuff um

Anyways after that let's go we were at if they reply with an amount so they say this is my goal okay we can do that um we'll need to hop on a quick call when are you available all right so this is where it starts to get a bit different from all the other branches that we've been using before now with all the other branches it's pretty much just been no condition timeout and then um the if they reply this one

We're doing book appointment so this is if the prospect would like to book an appointment and then it's it's going to book them in right here okay and then uh re askk so if they if it times out I think this was for one day it times out hey Prospect does tomorrow work for a quick call it times out for hours then you're going to hit them with the breakup text all right 3 days wait and then times that add notes

Add to overarching nurture uh company nurture Loop and that's basically an endless loop of nurturing emails and texts and all that so you're not letting any lead go um die out right you're always following up always keeping them they come into your funnel they're eventually either going to unsubscribe or they're going to eventually book a call and yeah you want to be you want to have some some some sort of machine set up like this um anyway so if they don't

Know it's pretty similar you're just going to say we can help you out answer all your questions we need to hop on a call when are you available if they want to book an appointment they tell you a time the bot's going to book them into that calendar if it times out they're not responding we're going to try to book them in for tomorrow same sort of thing hit them with a breakup text and then times out adds them to nurture

A loop and if Prospect replies book them to the uh breakup text we're going to book them in again and then if they time out we're just going to add them to the nurture Loop all right so that is the new a lead form AI booking bot um you can build something like this very useful very powerful um you can utilize things like voicemail drops as well and other touch points within this um workflow you can make it even more advanced

But I just wanted to show you something um to get you going next is you know you're going to be getting leads booking in and inevitably you're going to get leads that don't show so first off um within some of those emails that I didn't show you we have you want to have assets of course for your showup sequence okay so once they actually book you want to have show up sequence assets such as like a homework page you want to

Have assets maybe a vsl or video or testimonials you're sending to them this is automatically going to warm up the leads um in marketing we have like a concept called the 7h hour rule so on average for a prospect to close it's going to take at least 7 hours of them digesting your content in the old days when we did on marketing you know you would have to do all this face to face or over the phone and you would have

To spend so much time to close prospects and you know the burden was usually on the salesman you know it was so much time and effort for the salesmen noway with marketing you can make the salesman's job a lot easier so if you have a sales team you can pretty much just give them layups if your marketing is on points so having you know your email set up your nurturing campaigns your show up sequences you're leveraging AI correctly you have your

Right correct assets set up warming them up with like showing them testimonials and proof and all those sort of things one it's positioning you like an authority in your space second it's getting all those seven hours in really quickly so um so basically salesmen whether it's yourself or you have your sales team they only have to spend very little of that s hours on the phone because the prospect's already been warmed up you know they're watching your YouTube content or your

Social media content your Instagram they've been driven to these other assets they're in your Facebook Community your school Community whatever the case is um they're getting warmed up so you want to have that stuff set up if you don't I mean still do this um you need to like it's it takes a little bit of time especially if you don't know how to build that stuff you want help building all that machine um in the most like in the quickest way

Possible uh book a call with us executiv st.com slapp I'll leave a link below um but anyways let's get into the noow followup rebook sequence so this is great because you know you always want to have a no-show sequence and we've always had one just like we've always had like a booking sequence but now with AI it just makes it so much easier you don't need to have like appointment Setters or what you should you're still going to need like at

Least now probably some sort of you're going to need appointment Setters for some sort sort of things but like this is going to um for this for these mini tasks uh you can use Ai and it's going to make it your job and their job a whole lot easier it's going to save you a bunch of time save you a bunch of money if you do these things correctly so um appointment goes to no show stage or cancelled wait 20 minutes

Is everything okay I'm not going to go over the emails like I said we can check out the um the text though the AI TT T and the emails like I said you in the emails you want to have good assets you want to have good copy all all that stuff um as well in the email or the text though so hey it's Josh I tried to call you for our appointment but couldn't reach you are you so far uh free

For a quick chat wait four hours three conditions um similar to the last one book appointment so it's just going to go straight to try to book the appointment of course at this point so it's going to if they do reply and they're like yeah we're going to book the appointment the booking bot will at least um if no condition is met it's going to send an internal notification to the assigned user aka the sales rep and then wait three days

Check the tag for appointment booked if they haven't booked an appointment um if they have booked an appointment add a note and then remove from workflow if they haven't booked the appointment it's going to follow up with them again Prospect name are you still do you still want to reschedule your appointment this week all right and also just a tip when you're using the bot you actually do want to like kind of make this question don't make it just cuz before

Like we've used this in text like Prospect name like following up like that you don't want to do it um at least right now with the bot cuz it just doesn't work uh at least when we were using it wasn't unless they change it it just doesn't say the name it will like it wants to ask like at least a sentence for a question so make sure it's least like at least like an a sentence and a clear question for the

Bot cuz the bot's looking to ask a question or else it's just going to you know not work so like I said you want to test out the whole workflows and make sure the bot's not messing up of course before you're like leveraging it with a bunch of leads because you don't want to burn through leads anyways if it times out then it's going to try again no condition meant try again and it's going to try to book um the appointment

If they reply you may want to add something where it just removes them or ADD them into the uh nurture campaign actually that's what I would probably do because you don't just want to keep spamming them um but if it times out over here after the first question it's going to oh no that's the email um it's going to send them an email of course but then you're going to send um this right here with the AI bot hey Prospect following

Up to reschedule the appointment missed you earlier today but something must have come up when is the next best time for you wait 2 days same sort of thing same conditions and branches so if uh no condition met going to go through here it goes through the exact same process we went through up here just repeating it so you can literally when you're doing this like go copy copy all actions from here and then put them to like uh typically when

You're doing like no condition met or timed out it's going to be very similar in a lot of those um places so that's what you would do let me just uh see if we can cancel that there we go so after that we have our third attempt hey I haven't heard back for a couple for a couple days but rebooking appointment are you still interested in my help or have you given up on this then you're waiting two days and if

It times out it's going to check if appointment's booked update opportunity add to nurturing Loop and then if no conditions meant it's going to do the same thing that we just did up there all right so this isn't perfect this is not you know we have a lot better workflows definitely um and we have we have a lot of different workflows we build workflows um you know very Advanced ones and very you know good ones for our company as well as

Our clients we have clients six seven figure clients um that we build workflows infrastructure for within go high level we've been doing using go high level for the last four years um since really its Inception pretty much before when it was like a very not popular tool it was just a very Niche tool within the agency space we've been using go high level and it's evolves insanely um Sean and you know the team at go high level I love them I

Love this software it's like I could only use one tool in the world it would be go high level um it's the best tool and yeah there is just a lot of learning involved in it so if you're not specifically we do work with clients that are like marketers and you know are are like actually really knowledgeable with go high level and we just like help them accelerate uh things and give them our custom built snapshots and like give them our

Coaching and our whatever um or done with you services but we also work with yeah so we do work with those people but like if you're if you're just like in a business or industry where you don't need to be like a marketing expert or Guru or whatever um it's a lot to learn with go high level there's so many new things and they're constantly coming out with new things so setting something up like this um it's not to you know

This should help you if you rewatch this video you can do it um but in terms of like testing making it applicable and actually seeing it in action live and field and like setting up all the other stuff as well it's like a lot of work and it's a especially if you don't know how to do it or you don't have experience doing it it's um it's challenging so what I would recommend if you're in that case definitely subscribe to this

YouTube channel I'm going to be posting a lot more and I've already posted a lot of videos on go high level you can definitely learn a lot from watching YouTube videos and my YouTube videos and others on go high level but um if you want to really accelerate things and make make it a lot easier definitely book a call with us um and we can see if it would make sense for us to work together um in order to do that

You just go to executiv st.com slapp all right you can book a call right here very very simple you'll speak to myself or someone from the team you can check out our testimonials you know we have a lot of testimonials in depth on this page everything you need to know about us our company our history Etc check that out just book the call and then uh you'll get get to our homework page and and you know kind of get prepped for

That call um and then also too guys if you want some free uh goodies um you can go to accelerator.com we're going to be doing a Six-Day challenge very soon so you can opt in for that free challenge and then join our free community St community.com 100% free we have over 600 people in there at the moment in our Facebook group and we have our Discord Channel as well um we're going it really quickly so join there I'm posting a lot

Of content in there and also too guys if you don't know if you haven't seen some of my other videos I'm doing a 30-day at the moment it may increase but a 30-day challenge it's called a stride Summer Challenge a lot of people like like to go to um festivals drink party whatever during summer that's fine don't have anything against having some fun but um you know I wanted to do a challenge where you know we're it's kind of the opposite

You know we're being disciplined we're doing our habits we're improving ourselves we're not doing the things that we're not supposed to do so I did a video on that explaining that challenge really it just comes down to your your your routine doing the things you need to do and not doing the things you don't need to do so one of the things that I need to do is for this challenge is post a on YouTube every single day as well as

Engage within our community every single day so uh make sure to subscribe to stay see the up you know the video every single day for this Challenge and uh gain some knowledge and join our community right here you can also participate in the challenge if you'd like as well and it doesn't have to be like mine it can be a bit different um it's customized to you but I check out the video on this YouTube channel I did a few days

Ago if you want to get some more info on that challenge anyways guys let me know what type of videos you want to see um foro high level if you want to see me build a specific workflow for specific industry or specific type of situation or ask me if I have that built and you know do a video on it or any functionality you want to see within go high level or anything involving marketing whether it's growing a coaching business growing

A marketing agency um I have a lot of knowledge on that whether it's building you know uh refining your offer solving product Market fit doing prospecting methods um running paid ads paid traffic Etc um let me know in the comments down below if you have any suggestions let me know I'm always open to uh suggestions criticism whatever constructive criticism and yeah I'm going to be going hard on this YouTube channel so I'm excited hope you guys enjoy this video if you

Have any questions let me know keep hustling keep grinding and of course guys accelerate your stride take care