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Introduction

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Campaign Concept

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Prompt Structure Overview

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Role & Opening

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Qualification Questions

• Business type - What industry are you in?
• Lead volume - How many leads per month?
• Current process - How do you currently handle inbound calls?
• Timeline - When are you looking to implement?

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Branching Logic

• If they’re B2C with high lead volume → Emphasize automation savings
• If they’re B2B → Focus on qualification and appointment booking
• If they’re not ready → Offer resources and schedule a follow-up

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Booking Flow

• Gather name, email, and phone number
• Run the “Find or Create Contact” module
• Use “Book Appointment” tool to schedule discovery call
• Confirm booking details

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FAQs

• Pricing and packages
• Setup time and complexity
• Integration with existing systems
• Success rates and ROI

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Agent Configuration Steps

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1. Create the Chat Agent

• Navigate to Chat Agents → New Agent
• Name it “AI Agency Website Bot”
• Paste your prompt and save

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2. Add Required Tools

• Ensures contact is added to GoHighLevel
• Pass name, email, phone variables

• Connect your “Discovery Call” calendar
• Set duration to 30 minutes
• Mark as success event
• Leave async OFF (agent needs slot response)

• Helps agent suggest appropriate times

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3. Configure Advanced Settings

• Service descriptions
• Case studies
• Pricing sheets
• FAQ document

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4. Platform Integration

1. Go to Platform Integrations → Web-chat
2. Copy the embed code
3. Add to your website’s footer or use a chat widget plugin
4. Customize colors to match your brand

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Example Conversation Flow

Bot: Hey there! 👋 I'm an AI assistant for [YOUR AGENCY]. 
     I can answer questions about AI voice agents and 
     how they can help your business. What brings you here today?

User: I want to learn about automating my sales calls

Bot: Great choice! AI voice agents are perfect for that. 
     Quick question—what industry are you in?

User: I run a solar company

Bot: Perfect! Solar companies are getting amazing results 
     with AI agents. On average, how many new leads do 
     you receive per month?

User: About 200

Bot: Nice volume! That's exactly where automation shines. 
     How are you currently handling follow-up calls?

User: Manually, and we're missing a lot

Bot: I hear that a lot. The good news is AI agents can 
     handle 100% of follow-ups automatically. Would you 
     like to book a quick 30-min call to see exactly how 
     this would work for your solar business?

User: Yes please

Bot: Awesome! I just need your name, email, and phone 
     number to get you booked.

User: John Smith, [email protected], 555-0123

Bot: [runs Find or Create Contact]
     Perfect John! What day works best for you?

User: Tomorrow afternoon

Bot: [runs Book Appointment]
     You're all set! I've booked you for tomorrow at 2pm. 
     You'll get a calendar invite at [email protected]. 
     Looking forward to chatting!

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Quick Refinements

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If Response Rate is Low

• Add an attention-grabbing opening offer
• Reduce delay between messages
• Make the first question easier to answer

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If Qualification is Weak

• Add more specific qualifying questions
• Create branches for different business types
• Update FAQs based on actual questions

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If Bookings are Low

• Offer multiple time slots immediately
• Reduce friction (fewer questions before booking)
• Add social proof in your responses

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Testing Your Chatbot

1. Test internally - Use the Test Agent feature to run through full conversation flows
2. Test with colleagues - Get different perspectives on tone and clarity
3. Monitor early conversations - Review first 10-20 chats and refine based on patterns
4. A/B test variations - Try different opening messages and qualifying questions

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Next Steps

• Explore Dynamic Fields to personalize responses
• Set up GoHighLevel Webhooks for advanced automation
• Add more Module Library tools for enhanced functionality