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How To Build An AI CHATBOT With GoHighLevel (In Under 20 Minutes)

Howto & Style

Introduction

Today, I'm going to show you how to build an AI chatbot that can respond back and forth with your leads and clients. We'll be setting all of this up inside a software called GoHighLevel. If you haven’t started using GoHighLevel yet, you can get a 30-day free trial through my affiliate link. If you sign up with that link, I will personally jump on a call with you and help you set up this entire bot for your business or agency.

The bot we’re building doesn't require any third-party companies as GoHighLevel just released a feature called Conversation AI, enabling us to build AI Bots inside of HighLevel without any other subscriptions. It's super convenient.

Steps to Set Up the AI Chatbot

1. Enable Conversation AI

First, log into your agency account inside HighLevel. Go down to Settings, and under the Company tab, enable Conversation AI.

2. Configure Sub-account Settings

Now switch to your sub-account. In this article, I’m setting up a chatbot for a solar company. Go to Settings and find Conversation AI. Toggle off the Conversation AI because we’ll set it up in the automations afterward. You can also pick the channels you want the bot to send messages through (SMS, chat widget, Facebook and Instagram DMs). For this instance, I’ll enable SMS.

3. Fill Out Business Info and Settings

Input your business name, choose the wait time between responses (I use 10 seconds), and set the maximum number of messages the bot sends before stopping (I set it to 10).

4. Bot Training and Configuration

Go to Bot Training. You can use the WebCrawler feature to read your client's website and train itself, but I’ll set it up custom. Add Q&A by typing a question and its answer. For example:

  • Question: Is solar a smart investment?
  • Answer: Yes, solar is a great financial investment in most cases, but not everyone qualifies.

Configure these and make sure to enable Support and General Questions and Appointment Booking. Choose the calendar the bot will use for booking appointments. You need to have a calendar set up under the Calendars section.

5. Set Up Automations

Go to the Automation tab and create the workflow. Mine is triggered by a form submission, but you can choose other triggers like Facebook lead forms or missed calls.

Example of a Workflow:

  • Trigger: Form Submitted
  • Action: Conversation AI

Personality: Your name is Jasper, you work for Renew Energy Solar.
Additional Instructions: Reply with short and positive responses moving the prospect towards booking a call.
Question: Hey, this is Jasper with Renew Energy Solar. How soon are you looking to go solar?

Set a two-hour timeout and add conditions for various branches:

  1. If Prospect Responds Positively (“Within 6 months”):

    • Next Question: Does your roof get a good amount of sunlight?
    • Condition: If yes, proceed to the next question.

  2. If Prospect Indicates Good Sunlight (“Yes”):

    • Next Question: Do you know your approximate credit score?
    • Condition: If credit score is 650 or higher, proceed to the booking question.

  3. Final Question:

    • Would you like to book an appointment to see how much you’ll save by going solar?
    • If yes, send booking link.

Include fallback messages for unqualified leads and ensure the automation handles non-responses by retrying questions within the timeout period.

Testing the Bot

Test the bot on yourself by filling out the form to see how it interacts through your phone.

Keywords

  • GoHighLevel
  • AI Chatbot
  • Conversation AI
  • Automation
  • Solar Company
  • Lead Qualification
  • SMS Marketing
  • WebCrawler
  • Chatbot Training
  • Appointment Booking

FAQ

What is GoHighLevel?

GoHighLevel is an all-in-one marketing and sales platform designed to streamline business automation, including features like CRM, email marketing, and now AI chatbots.

How do I enable Conversation AI in GoHighLevel?

Navigate to Settings within your agency account, find the Company tab, and enable Conversation AI.

Can I use the chatbot for industries other than solar?

Yes, the chatbot can be customized for different industries by changing the questions and responses based on your specific business needs.

How does the AI chatbot improve lead qualification?

The AI chatbot pre-qualifies leads by asking key questions about eligibility and interest, ensuring that only qualified leads proceed to booking appointments.

What is the benefit of using the WebCrawler feature?

The WebCrawler feature reads content from a specified website to train the bot, making setup quicker and ensuring that the bot has relevant information about the business.