Building An AI Appointment Booking Bot Using GoHighlevel Conversation AI ft. Ashton Wilson

Summary

The video script offers a walkthrough of using conversational AI as an appointment setter in businesses, particularly fitness, to reduce labor costs and enhance efficiency. It demonstrates how the AI bot engages in a natural conversation, asks qualifying questions, and guides leads to book appointments. The presenter also explains two setup methods, a simple and a complex one, and discusses customization, follow-up sequences, and potential applications in e-commerce. The script highlights the bot's ability to send unique follow-up messages, handle disqualifications, and integrate with various services, emphasizing its user-friendly setup through custom values.

Takeaways

• 🤖 Conversational AI is increasingly used as an appointment setter in businesses to reduce labor costs and increase efficiency.
• 🏋️‍♂️ The example given for the use of Conversational AI is in the fitness industry, which is considered universally relatable.
• ⏱️ The bot's response time is crucial; a delay can make the bot seem less human, so it's often set to a short interval like 5 seconds.
• 🔗 The bot uses a series of qualifying questions to determine the lead's fitness goals and preferences before sending an appointment link.
• 🛠️ Two setup approaches are discussed: a simple version and a more complex one that includes follow-up sequences for non-responses.
• 📝 The bot's behavior and responses can be customized through settings and additional instructions within the AI platform.
• 🔄 There's an option to preload prompts into the Conversational AI to simplify setup and allow for easy editing.
• 📱 The bot can operate on various channels, including SMS, Facebook, and Instagram, with plans to expand to chat widgets and email.
• 🔒 The bot can be programmed to disqualify leads based on specific scenarios, though the example given does not utilize this feature.
• 🔄 The bot is connected to GPT 3.5 and is capable of understanding and responding to user inputs in a conversational manner.
• 📈 The script highlights the potential for using Conversational AI in e-commerce for abandoned carts and nurturing leads with automated follow-ups.

Q & A

What is the primary purpose of using conversational AI in a business setting according to the transcript?

The primary purpose of using conversational AI in a business setting is to act as an appointment setter, which can significantly cut labor costs and efficiently manage contacts by following up quickly with leads.

How does the bot determine when to send an appointment link during the conversation?

The bot is programmed with a series of steps that include qualifying questions. After these questions are answered, the bot is instructed to send the appointment link to proceed with booking the appointment.

What is the significance of the 'reply time' setting in the conversational AI settings?

The 'reply time' setting is crucial as it determines how quickly the bot responds to messages. Setting it too low might make the bot seem too fast and thus be recognized as AI, while a longer time might make the interaction more human-like.

Can the bot be programmed to disqualify leads based on certain scenarios?

Yes, the bot can be programmed to disqualify leads based on specific scenarios. For example, if a lead indicates they do not want personal training when the business only offers group sessions, they could be disqualified.

How can the bot be customized to use niche-specific terminology?

The bot can be customized to use niche-specific terminology by adding such terms and phrases to the 'additional instructions' section of the bot's configuration. This helps the bot to communicate in a way that is more relatable to the target audience.

Is there a plan to expand the bot's functionality to include other channels like WordPress or WhatsApp?

Yes, the team is working on adding support for additional channels such as chat widgets, WhatsApp, and email. The timeline for these additions is within a few weeks to a month.

How does the bot handle situations where a lead does not respond to the initial message?

In cases where a lead does not respond, the bot can be set up with a follow-up sequence that continues to reach out to the lead with unique messages until a response is received.

What is the difference between the simple and complex workflows for the bot?

The simple workflow involves a straightforward conversation with qualifying questions leading to an appointment link. The complex workflow includes additional steps such as follow-up sequences and conditions to handle different scenarios like unresponsive leads.

Can the bot be used for e-commerce purposes, such as following up on abandoned carts?

Yes, the bot can be adapted for e-commerce purposes. The initial triggers and prompts would be different, but the bot can be programmed to follow up with leads who have abandoned their carts, using a similar conversational approach.

How can the bot be stopped from sending messages once a lead has booked an appointment?

A stop bot campaign can be created to remove the lead from the workflow once an appointment is booked. This ensures that the lead is not re-enrolled into the workflow and does not receive further messages.