Mastering Conversation AI - Complete Guide With GoHighlevel

Summary

In this informative video, Ray O'Daniel introduces and explores the capabilities of High Level's new Conversational AI feature, which enables AI-driven customer responses across various channels. He explains the setup process, including enabling the feature at the agency level and configuring it for sub-accounts. O'Daniel also discusses cost implications, training the AI for specific niches, and the different operational modes like suggestive and autopilot. Viewers are guided through hands-on demonstrations, highlighting the tool's potential to streamline customer interactions and save time.

Takeaways

• 📝 The video introduces a new feature called 'Conversational AI' in High Level, which allows AI to respond to customers across multiple channels.
• 🔑 To use Conversational AI, it must first be enabled at the agency level before being available to sub-accounts.
• 💡 The presenter demonstrates setting up Conversational AI using a demo account for a fictional HVAC company called Fresh Flow HVAC.
• 🛠️ There is a cost associated with using Conversational AI, which the agency owner will bear and potentially pass on to clients, with a base message cost of 2 cents per reply.
• 📈 The Agency Pro Plan is recommended for those looking to utilize Conversational AI extensively due to its features like automatic billing and rebilling.
• 🔄 The script covers the Rebilling feature, which allows for automatic billing of services to clients, simplifying the process for agency owners.
• 🔧 The video provides a step-by-step guide on configuring Conversational AI for a sub-account, including setting preferences and advanced settings.
• ⚙️ Different modes of Conversational AI operation are explained, including 'suggestive mode' for manual control and 'autopilot mode' for automatic responses.
• 🔎 The importance of training the AI bot is emphasized, including using web crawlers to learn from FAQs and manually inputting Q&As for specific queries.
• 🔗 The video mentions the ability to link external documents, like Google Docs, for the AI to learn from, centralizing information for multiple clients.
• 📆 The script discusses setting up appointment booking with Conversational AI, including options to either assist in booking directly or sending a booking link for clients to use.

Q & A

What is the main topic of the video?

The main topic of the video is about setting up and configuring conversational AI within the High Level platform for business use, specifically for responding to customers on multiple channels.

What is the significance of enabling Conversation AI at the agency level?

Enabling Conversation AI at the agency level is significant because it allows the feature to be available to sub-accounts, and it's a prerequisite step before the feature can be enabled or disabled for individual clients or sub-accounts.

Why is it important to inform clients about the costs associated with using Conversation AI?

It is important to inform clients about the costs associated with using Conversation AI to ensure transparency and avoid surprises in billing. Clients need to understand that there are charges for using the AI to respond to messages, and these costs are passed through to them.

What is the purpose of the Rebilling feature in the Agency Pro Plan?

The Rebilling feature in the Agency Pro Plan allows agency owners to charge their clients for the use of Conversation AI services, with the agency earning a profit based on a multiplier. It automates the billing process and ensures that the agency is compensated for the services provided.

What does the video suggest about the training process for Conversation AI?

The video suggests that the training process for Conversation AI involves teaching the AI system to respond to common customer inquiries effectively. This may include training the AI with FAQs, adjusting responses, and fine-tuning the bot's understanding of the niche it is serving.

What is the difference between 'suggestive mode' and 'autopilot mode' for Conversation AI?

In 'suggestive mode', the AI provides multiple response options for the user to choose from manually, whereas 'autopilot mode' allows the AI to automatically send responses based on pre-configured parameters without manual intervention.

How can the conversational AI be trained to better understand and respond to specific customer inquiries?

The conversational AI can be trained by inputting specific questions and answers, using web crawlers to scan websites or documents for FAQs, and by manually adjusting and refining responses based on feedback from the bot's interactions.

What is the cost implication for the agency owner when using Conversation AI in 'automatic mode'?

In 'automatic mode', the agency owner is charged per message sent by the AI. The cost is determined by a base rate set by High Level, multiplied by a factor chosen by the agency owner, which affects the rate charged to the client.

How can the agency owner customize the Conversation AI to better fit their business?

The agency owner can customize the Conversation AI by setting the business name, configuring the bot's responses, choosing the channels it operates on, setting wait times before responding, and defining the maximum number of messages the bot can send to a contact.

What is the benefit of using a Google document for training the Conversation AI?

Using a Google document for training allows the agency owner to create a unified source of information that can be easily updated and shared across multiple clients. The AI can learn from this document, making it efficient for training on FAQs or common customer inquiries.