GoHighLevel AI Appointment Booking Bot | Step-by-Step Guide

Summary

In this tutorial, Connor Alder, a digital marketer and medical student, guides viewers through creating an AI-powered appointment booking bot using Go High Level software. He outlines three levels of AI integration: Level One offers a quick setup with limited customization, Level Two allows more hands-on fine-tuning through workflows, and Level Three involves third-party developers for maximum customization at a higher cost. The video provides step-by-step instructions for setting up each level, emphasizing ease of use and the potential to increase revenue for small businesses by streamlining appointment bookings.

Takeaways

• 😀 Connor Alder, a digital marketer and medical student, introduces the concept of AI appointment booking bots in Go High Level.
• 🔍 There are three levels of AI appointment booking bots: Level one is the simplest and quickest to set up, but less customizable.
• 🛠 Level two, 'Go High Level Workflows', offers more customization and requires a bit more hands-on setup.
• 🔑 Level three involves using third-party developers like Zappy Chat or Close Bot for high customizability and user-friendliness, but at a higher cost.
• 📝 To create a Level one bot, enable Content AI and Workflow AI in the settings, and then set preferences in the sub-account's Conversation AI.
• 🌐 For bot training, input the URL of the relevant website to scrape for information, and optionally add FAQs for common questions.
• 🗓️ Configure intents and decide whether the bot should book appointments conversationally or send a booking link.
• 🤖 Test the bot in the 'Bot Trial' section to ensure it responds correctly and adjust responses as needed.
• 📱 Level two involves setting up workflows with triggers like 'Form Submitted' and adding Conversation AI elements for a more tailored conversation path.
• 📋 The bot can ask qualifying questions and direct leads to a booking link, but cannot book appointments conversationally within this level.
• 💻 Level three offers more advanced features, such as native integration with Calendly for appointment scheduling through text.
• 💰 Zappy Chat, as an example of a third-party service, starts at $19.70 per month and provides a range of customization options for the bot.

Q & A

What is the purpose of the video script?

The purpose of the video script is to guide viewers through the process of creating an AI appointment booking bot using Go High Level software at three different levels of complexity.

Who is the speaker in the video script?

The speaker is Connor Alder, a digital marketer and an upcoming medical student at WashU who has been using Go High Level for about 3 years.

What are the three levels of AI appointment booking bots mentioned in the script?

The three levels are: Level one - Go High Level simple bot, Level two - Go High Level workflows, and Level three - Integration with a third-party developer like Zappy Chat or Close Bot.

What is the main difference between Level one and Level two bots?

Level one bots are quicker and easier to set up but less customizable. Level two bots offer more hands-on setup, allowing for fine-tuning of bot responses but take more time to build.

What are the advantages of using a third-party developer for Level three bots?

Level three bots offer high customizability and user-friendliness, providing a more tailored experience for the end-user.

What is the downside of using a third-party developer for Level three bots?

The downside is the cost, as it involves a subscription fee for the third-party software, making it more expensive than the other levels.

What is the first step in creating a Level one bot according to the script?

The first step is to enable Content AI and Workflow AI in the company settings of the Go High Level platform.

What is the role of the 'autopilot beta' feature in the bot setup?

The 'autopilot beta' feature allows the bot to send messages automatically, which is crucial for the bot's operation.

How does the bot training process work in the script?

Bot training involves inputting a URL of the website to be scraped for information, which helps the bot understand and respond to queries related to the website's content.

What is the significance of configuring intents in the bot setup?

Configuring intents helps define the bot's primary goals, such as building trust and assisting customers with their queries, and sets conversational guidelines for the bot.

How can the bot handle appointment booking as described in the script?

The bot can either book appointments conversationally or send a booking link, depending on the user's preference set during the bot configuration.

What is the purpose of the bot trial feature?

The bot trial feature allows users to test the bot's functionality, evaluate its responses, and make adjustments to improve its performance.

What are the steps involved in setting up a Level two bot using workflows?

Setting up a Level two bot involves creating a workflow with a trigger, adding a conversation AI element, defining questions and responses, and setting conditions for different user preferences, ultimately leading to a manual SMS or a booking link.

What is the main advantage of using Zappy Chat as a third-party resource for Level three bots?

Zappy Chat offers a high degree of customization, a user-friendly interface, and the ability to natively schedule appointments through Calendly, enhancing the bot's capabilities.

How much does Zappy Chat cost for its services?

Zappy Chat starts at $19.7 a month, which may be a consideration for users with multiple clients or those looking to scale up their operations.

Outlines

00:00

🤖 Introduction to AI Appointment Booking Bots

The video script introduces the concept of AI appointment booking bots and outlines three levels of creating such bots using Go High Level software. The narrator, Connor Alder, a digital marketer and medical student, explains his experience with Go High Level and his decision to start an agency focusing on Facebook ads for mental health clinics. Level one is described as the simplest and quickest method to set up an AI bot, while level two involves more hands-on setup with Go High Level workflows for greater customization. Level three suggests utilizing third-party developers for the highest level of customizability, though at a higher cost. The script then delves into the specifics of setting up a level one bot, including enabling AI features, configuring bot preferences, and training the bot using website data.

05:01

📆 Configuring AI Bot for Appointment Booking

This paragraph details the process of configuring an AI bot for appointment booking at level one. The bot can either book appointments conversationally or send a booking link, with the choice depending on the lead's intent and potential friction in the booking process. The narrator guides the viewer through setting up a calendar, testing the bot's responses, and adjusting the bot's conversational prompts. The bot's capabilities are demonstrated through a trial conversation, showcasing its ability to understand and respond to user queries about service costs and availability, and to book appointments directly from the user's calendar.

10:01

🔄 Advanced Workflows for AI Appointment Booking

The script moves on to level two, which involves creating more advanced workflows for AI bots using Go High Level's workflow features. The process begins with a trigger, such as a form submission from a Facebook ad, and continues with the integration of Conversation AI to initiate contact with leads. The bot's personality and conversation rules are customized, including the first question it asks to determine the lead's preference for communication. The workflow includes branches for different responses, allowing for a series of qualifying questions to be asked. The bot collects information and eventually directs the lead to book an appointment through a provided link, demonstrating a balance between AI automation and manual oversight.

15:03

🔗 Integrating Third-Party AI Solutions

The final paragraph discusses level three of AI appointment booking bot creation, which involves using third-party solutions like Zappy Chat. These platforms offer extensive customization options and interfaces for building bots. The integration with Go High Level is achieved through API access and custom scripts, allowing for seamless operation within the sub-account. Zappy Chat is highlighted for its ability to natively schedule appointments through Calendly, offering a powerful integration for text-based appointment booking. The paragraph concludes with the mention of Zappy Chat's pricing, which starts at $19.7 per month, and an invitation for viewers to try out the service with a free trial.

Keywords

💡AI Appointment Booking Bot

An AI Appointment Booking Bot is an automated system that uses artificial intelligence to assist users in scheduling appointments. In the video's context, it's a key feature integrated into Go High Level's software, allowing businesses to streamline their booking process. The script outlines different levels of AI bots, from simple to advanced, each offering varying degrees of customization and automation in appointment booking.

💡Go High Level

Go High Level is the software platform discussed in the video that offers various features, including AI integration. The platform is used for marketing and sales automation, and the script specifically focuses on its AI appointment booking capabilities. It's the central tool around which the video's tutorial is built, showing how to set up and customize AI bots for booking purposes.

💡Workflow AI

Workflow AI refers to the artificial intelligence capabilities within Go High Level that automate and streamline business processes. In the script, it's one of the features that need to be toggled on to enable AI functionalities, including the creation of an AI appointment booking bot. It represents the automation aspect of the software that can handle tasks without constant manual input.

💡Customizability

Customizability in the video refers to the ability to tailor the AI bot's features and responses to fit specific business needs. The script discusses different levels of customizability, from the basic bot with limited options to third-party integrations offering extensive personalization. It's a key selling point for businesses looking to offer a personalized customer experience.

💡Conversation AI

Conversation AI is a component within Go High Level that enables bots to engage in natural language conversations with users. The script describes setting up Conversation AI to handle queries and bookings, emphasizing its role in creating a more interactive and automated customer service experience. It's a crucial part of the AI bots discussed in the video.

💡Autopilot Beta

Autopilot Beta is a feature within Go High Level's Conversation AI that allows the bot to initiate and send messages without human intervention. In the script, it's a setting that needs to be enabled to allow the AI bot to operate autonomously, choosing the supported channel like SMS, Facebook, or Instagram for communication.

💡Bot Training

Bot Training in the context of the video refers to the process of teaching the AI bot to understand and respond to user queries effectively. The script describes using a website URL to train the bot by scraping the site for information, which helps the bot provide accurate and relevant responses to user inquiries about services or products.

💡Intents Configuration

Intents Configuration is the process of setting up the bot's understanding of user intentions or goals, such as booking an appointment. The script explains how to enable and customize intents within Go High Level, allowing the bot to recognize when a user wants to schedule an appointment and respond accordingly.

💡Third-Party Developer

A Third-Party Developer in the video refers to external services or platforms, such as Zappy Chat or Close Bot, that offer advanced AI bot functionalities. The script contrasts these with Go High Level's built-in options, noting that while third-party developers provide greater customizability and user-friendliness, they also come with higher costs and subscription requirements.

💡Calendly

Calendly is an online calendar and scheduling tool mentioned in the script as an integration option for the AI bot. It allows users to schedule appointments directly through the bot, streamlining the booking process. The video illustrates how advanced AI bots can natively schedule appointments into Calendly, showcasing the integration of AI with existing scheduling tools.

💡Qualifying Questions

Qualifying Questions are used within the AI bot to assess a lead's suitability or interest in a product or service. The script describes using the bot to ask a series of questions to determine if a lead is a good fit for the service being offered, such as a mental health clinic, before proceeding with appointment booking.

Highlights

AI integration in Go High Level's features for appointment booking bots.

Three levels of AI appointment booking bots: simple, workflow, and third-party developer integration.

Introduction to Go High Level's simple AI bot setup process.

Enabling Content AI and Workflow AI for bot functionality.

Configuring Conversation AI settings for bot behavior and response timing.

Training the bot using website URL scraping for relevant information.

Adding FAQs to customize responses to common questions.

Setting up intents and configuring the bot's conversational capabilities.

Appointment booking feature enabling and calendar selection for the bot.

Bot trial feature for testing and refining bot responses.

Workflow creation for a more hands-on bot setup with specific triggers.

Utilizing custom values for personalized bot interactions.

Incorporating qualifying questions to filter leads effectively.

Transition from automated to manual SMS for appointment scheduling.

Third-party developer options like Zappy Chat for advanced customization.

Integration of third-party bots with Go High Level using APIs and custom scripts.

Zappy Chat's native integration with Calendly for direct appointment scheduling.

Pricing considerations for third-party bot services.

Encouragement for viewers to try Go High Level with a free trial for practical experience.

Transcripts

AI is here in late 2023 go high level

released an update integrating AI into

many of their features including

workflow I like to think there are three

different levels to creating an AI

appointment booking bot in go high level

and I'm going to walk you through step

by step how you can create a booking bot

at level one two or three if you're new

here my name is Connor Alder I'm a

digital marketer and upcoming medical

student at washu I've been using go high

level for about the last 3 years and

recently I decided to start my own

agency selling Facebook ads to mental

health clinics and I use go high Lev

software to do that so first of all the

three levels of AI appointment booking

Bots level one is go high level simple

this is going to be the fastest way to

get your AI appointment booking bot up

and running I'm going to walk you

through that it's pretty quick pretty

easy but not quite as customizable level

two I call go highle workflows this is

all things considered still pretty easy

to set up but it is a little bit more

Hands-On and if you want to really

fine-tune how the bot is going to

respond to specific messages this might

be the level for you but it does take a

little bit more time to build and then

level three is going to be going to a

thirdparty developer someone like zappy

chat or close bot the pro of level three

is that there is a lot of

customizability and it's very user

friendly the con being that it's a

little bit more expensive and you have

to pay for a subscription to get that

software into go high level okay so for

level one we're going to be building the

simple go high Lev bot here we are in

agency View and I'm going to come into

settings and you want to go over to

company and you want to scroll down here

until you get to content Ai and uh

workflow Ai and you want to make sure

those are both toggled on we also have

reviews Ai and conversation AI you

should have all of those toggled on okay

next step is to go into your sub account

all right once we are in our sub account

we're going to go into settings then

we're going to hit conversation AI okay

so once we're in conversation AI

basically what we're going to do is come

here into preferences and go to

autopilot beta this is going to allow

the bot to actually send messages we're

going to choose our supported channel in

this case I'm going to choose just SMS

but you could enable this for Facebook

or Instagram I'm going to scroll down

into advanced settings here this isn't

super necessary I'm going to say Alder

media we got wait time before responding

this is important so that it doesn't

seem like it's just a bot I think about

2 minutes is great maybe 1 minute

maximum messages that a bot can send to

a contact this you probably want to

leave at 10 this just means that if they

send 10 messages and they're still

asking questions then it's not going to

keep responding which is probably good

if if they're asking that many questions

and then you want to probably leave this

enabled as well send bot to sleep when I

send a message manually or through a

workflow so that you're not getting

double messages to the client okay so

the next step is we're going to come

over to bot training here and you can

see it's just asking you to input a URL

here so it's pretty simple you just have

to put the URL for whatever website you

are working with whatever company you're

working with this will scrape their

website for all relevant information to

train the bot it's really that easy you

do have two options where you can choose

just the exact URL or all urls with this

path or all urls in this domain the all

urls in this domain is going to be the

most inclusive and it's going to scrape

all of the sub Pages within that website

it will take a little longer but this is

definitely the most accurate way to

train your Bot so I would normally

recommend doing all urls in this domain

as this is going to get you the most

information for your Bot in this example

we're going to do just the exact URL

because it does go a little faster here

we are we found a random Clinic that

offers ketamine therapy we're going to

copy that URL paste it in here again

it's the exact URL click get data wait

for a second here and it's going to load

okay now that we finished uploading that

one link you can see it's here in this

uploaded Links Page if you have multiple

Pages then they're all going to show up

here you can add quite a few to train

the bot but again we're going to do just

that main homepage and then the next

step here is this FAQs you can add

frequently asked questions here like how

much does ketamine therapy cost and you

can provide an answer and let's just say

it's normally covered by

insurance if

not then it costs $400 something like

this so as you can see this is an easy

way to customize very common questions

but if the information is actually on

that web page then you don't really need

to do these FAQs this is just for

missing information save that we've

added our FAQ awesome now we're going to

come over to configure intents and you

can see that this is automatically

enabled and you can actually edit the

prompt if you want to change some of

those prompts for the bot I think the

already added values here from go high

level are pretty good and I don't think

I'd recommend changing these as you can

see it just basically says that you're a

bot your primary goal is to build trust

you have a goal to assist the customers

with their queries there's some

conversational guidelines as well being

attentive don't use emojis then it gives

some examples as well so these are

pretty good rules that I probably would

just leave as they are and then we have

appointment booking and this is where it

gets pretty cool so you're going to want

to enable this here and the next thing

you want to decide is whether or not you

want to have the bot actually book the

appointments conversationally or if you

want the bot just to send a booking link

then go ahead and check that box and it

will only send a booking link you do

also want to pick a calendar over here

so I would choose the correct calendar

if nothing pulls up here you just need

to come into calendars and set up a

simple calendar not too tricky check out

another video on my explanation of that

the pros of having this checked and only

sending a booking link is that it does

show if the lead is a little bit higher

intent because they're actually going in

they're clicking and they're scheduling

an appointment the con is that you

probably won't get as many appointments

booked this way just because it's a

little bit more friction and so it

depends on your specific situation but I

think leaving this unchecked is actually

the best way to take advantage of the AI

capabilities here so I'd hit save there

and then you come over to bot trial and

this is where you can actually test your

Bot and see if it's working so as you

can see we have it set to either general

question or appointment booking we're

going to do just general question first

and we're going to start by saying hey

and the the bot comes back with hey

what's on your mind today which is a

little bit vague we'd probably want to

fix that later but then we can say how

much does ketamine cost and then you can

see here this is the response that I

gave in that frequently Asked question

but you can tell that they actually

reworded it slightly so in those FAQs on

the bot training they don't have to be

perfectly written and the the bot can

actually interpret that information and

maybe rearrange it in a way that's more

conversational so that's pretty cool you

can see Kine therapy usually costs $400

if it's not covered by Insurance an

important part of this trial is to rate

responses as good or bad and so this is

a good response we're going to give that

a thumbs up but let's say we don't love

this first one we can do a thumbs down

and we can say we can actually adjust

this first part and

say hi how can I help you

and we could do train bot like that and

so now the next time we did a trial it

would actually adjust its answer that

way so we can reset the conversation and

we can try appointment booking next so

we can say hello there when are you open

for appointments and it says when would

you like to book an appointment do you

have any openings next week sure let me

check do you have a specific day in mind

for next week Wednesday or Thursday is

good and you can see it's actually

pulling out time slots from my actual

ual calendar so it says here's some

openings for the 26th of June 2024 8:00

a.m. 8:30 9 9:30 10 Which slot works for

you and I might actually say none of

those actually how about

afternoon and you can see how impressive

this is that it actually adjusts and

says okay let me look at the afternoon

slots and it provides a few options so

now if a lead was actually having this

conversation with an AI bot they could

simply just say 2 p.m sounds good and

then the bot's going to ask one

confirmation message here 2: p.m. on the

26th yep and then there you go great you

are booked for June 26th at 2 p.m. so

you can see it's pretty powerful for how

easy it is to set up it's a pretty

powerful AI booking bot you don't need

to know any coding you don't need to do

anything specific besides throw in a

link for the website that you want

information from it is pretty easy guys

so that's level one and I have to say if

you're new in the agency space and you

want to offer something to small

businesses this is a pretty good thing

to offer although I will say that you

should really focus on the value you're

adding and not just the shiny toy of the

AI if you're going to talk to small

businesses about selling them a chat bot

they don't really care what they really

want to know is how is this going to

help them drive more revenue and so what

you should really say is that this is

actually going to help you book more

appointments and that is something that

small business owners love to hear okay

we are moving on to level two and here

in workflows is where we're going to

build this AI appointment booking bot so

I've gone ahead and built one already

here called AI Automation and I'm going

to walk you through all of the things

here and this might look a little

daunting right now but I'm going to

simplify it don't worry so the first

thing we're going to start with as

normal with any workflow is a trigger

you can choose whatever you'd like but

if you're working with Facebook ads like

I am then you're going to go ahead and

hit form submitted the form is and

you're going to choose one of your

Facebook forms here I'm going to choose

this simple form and the very first step

is going to be adding a conversation AI

here so you go in and Google or search

for conversation AI click that that's

what I've added right here and you can

see that this is a question answer in

general QA I've gone ahead and named

this text or call because I want to know

if the lead prefers a text message or a

phone call from us you can see you've

got this whole personality section this

was mostly all already filled in by go

high level but I did update this a

little bit I added this custom value for

the location name I would recommend

doing that so that they know that

they're for that account this will fill

in Alder media here because that's the

sub account I'm in we scroll down to

additional instructions and you can see

here that we've got a lot of different

rules again these were already given by

go high level and they're they're pretty

great I didn't have to change any of

these you can see that a lot of this is

just helpful information to make sure

the bot replies appropriately and then

the question this is something that I

filled in this is where you're going to

fill in the very first question that you

want the thing to ask and so I said

something like hey there just saw you

filled out our Facebook form would love

to get you in the clinic soon just need

some basic B info first would you prefer

a phone call or text by the way this is

blank from blank right so again the

power of custom values is great we

scroll down here I leave the timeout at

about 3 hours that's how long that

you'll your Bot will give the potential

client this is how long your Bot will

give the potential client to respond

we've got our channel here we're going

to do SMS skip if answered I'd leave

that checked

on then we've got two automatically

filled out branches that you can't

change which is if no condition is met

or if the bot times out and I'll talk a

little bit more about that in a second

then I added these two branches which is

number one if they prefer text and

number two if they prefer call so the

patient prefers texting patient prefers

a phone call and guys the bot is pretty

smart you don't have to really say much

more than just this condition all right

so I'm going to go ahead and save that

action and I'm going to zoom out a

little bit so you can see the branch

here if they prefer a text then we're

going to send them down this branch and

I'm going to add another conversation AI

element the cool thing is you can

actually just go here and copy this and

you can copy just the action or all

actions from here which would be the

entire tree we don't want to do that

right now so you can just hit copy

action and you can see there's all these

places you can throw it in so that would

be the easiest way to do that I'd

recommend copying it hitting uh pasting

it right here and then you're going to

update the actual question so I have

qualifying question number one all this

other stuff is the same except question

and the first qualifying question I want

to know is how long have you been

suffering from depression question and

here I really just want to know if

they're answering the question or not

you really do have the option to make

multiple branches here like if you

wanted to have one branch being like Oh

you know they have suffered for

depression from for more than 3 months

or less than 3 months you could divide

that categories um but really for my

purposes I just want to know if they're

answering these questions because I'm

going to have somebody go back and look

at these answers anyway the bot is

really just there to get the qualifying

questions in the first place so we're

going to save that action we're going to

go ahead down to the answered branch and

we're going to do the exact same thing

we're just going to copy and paste this

over but now we're going to make a new

question and this time instead of how

long have you been suffering from

depression we might ask how many

anti-depressants have you tried in the

past same thing before we just want to

know if they're answering this question

cuz we're going to review it anyway and

we're just going to do the same thing

here for qualifying question number

three as you can see I'm going to scroll

through um same idea we might ask a

different qualifying question so what

insurance are you on save action you get

the idea we're going to ask all these

qualifying questions and by the very end

once they have answered all of our

qualifying questions this is where this

level two changes a little bit from

level one we're going to add just a

manual SMS here and we're going to send

them something like thank you so much

for answering these questions we're

going to reach out soon and get you set

up for an appointment this part is a

little bit actually limited from level

one because you can't conversationally

book right here and so that is one

limitation but it I call it level two

because you're able to be a lot more

specific with how you want the

conversation to go while still allowing

AI to help you so I just said great

click here to schedule an appointment

and you can add a link to your booking

calendar where they can then go in and

book and again this is a little bit

limited from the conversational booking

that we looked at in level one but it's

a little bit more specific in the way

that you're able to ask qualifying

questions as you go through and so then

you just want to come up here hit save

and go ahead and put this into publish

and now I'm going to save it again and

you should be good to go all right right

guys so now on to level three and this

is third party resources to build your

AI chap up I think honestly one of the

best is zappy chat but there are kind of

some AI bot Wars going on right now with

multiple people like cloth bot as you

can see zappy chat is all about

converting leads with quick kind and

thorough AI they've got a whole thing

here I'm going to walk you through kind

of what zappy chat looks like and why

it's helpful all right so in zappy chat

what you can see is that there's quite a

lot of customizable options they've got

a full interface to change the the bot

type The Prompt the bot description the

temperature all of these different

settings here to adjust what type of

booking bot you want to do so you can

tell that there really is a lot of

options and then basically the way this

works to integrate it into your sub

account is they have some API access

that you'll set up and then if you just

go into your sub account page it's not

too tricky you kind of just go in there

and add some custom scripts that they'll

be able to just copy and paste in and it

will integrate into your sub account and

so what zappy chat actually looks like

is a little bit like this where you can

see that you have a text flow and one of

the cool things here is that you can

actually have it schedule an appointment

into calendly natively so it's kind of

like that that uh texting flow that we

were talking about earlier but this is

pretty cool cuz it's just right within

cly and you can do that through texting

again another powerful integration and a

reason why this level three option with

zappy chat other third party sources can

be pretty helpful so I'm just going to

show you what this looks like here you

can see they enter their name and email

and then zappy chat is thinking and

they've you know just like before they

show these available times and this is

all through calendly so same idea as the

go high level calendar but now it's

integrated through calendly which is

helpful and so to show you the actual

pricing for zapy chat it is a little bit

hidden it's like all the way at the

bottom so it's kind of hard to find that

pricing but it is here at the bottom it

says it starts at $19 7 a month so that

is not exactly super cheap if you are

brand new to go high level or something

and you don't have a ton of clients but

obviously that can work pretty well if

you have multiple clients and you're

scaling up a little bit okay guys that's

all I've got today hopefully you

understand a little bit more how to set

up an AI appointment booking bot on go

high level in three different ways level

one two and three they all have their

pros and cons uh if you like this video

go ahead drop a like and if you have any

questions go ahead and drop them in the

comments I'll be sure to get back to you

and if you want to try this out yourself

then go go ahead and sign up for a free

trial the link in my description and you

can build your own AI appointment

booking bot right away all right guys

talk to you later