One of the most powerful features of CloseBot is its ability to conversationally update Custom Fields in GoHighLevel. When you're getting things set up, you may have questions about how to figure out why your bot is or is not updating Custom Fields. This gives you all of the information on how to diagnose.

Your bot will only update fields if it has completed an objective linked to that field. For example, this interaction shown would not result in an objective being completed... Notice there is no green checkmark next to the bot message ✅

Alternatively, the bot did complete an objective in this example below. This would trigger the bot to attempt to update a single field connected to the completed objective. You can see by hovering over the green arrow that the bot completed the objective with the title name here.

Another scenario if you have the setting turned on (on by default) would be the bot completing multiple objectives with a single interaction. You can see this noted by the green checkmark accompanied by a green + as shown here. Again, hovering over the icon will show you which objectives were completed. All completed objectives will continue to attempt to update any connected field.

When the bot completes one or more objectives, it will then continue to gather information from the conversation needed to update any connected fields. To see what information the bot gathers and why, click the message and then find the tab(s) labeled PARSE.

If the information included in the instruction to the AI isn't adequate, simply modify your bot settings accordingly to provide better instruction to the AI at this step. The Extra Prompt area and Short Description are important here as well as your GoHighLevel field title and options.

Once the bot has collected its information, it will attempt to use that information to update your Custom Fields 👏 To see this in action, you can click to see the LOGS. Here you will find the exact API call we make to GoHighLevel to update your fields. If the log appears as red or orange, a problem occurred during that step and you can see the error at the bottom of the log from GoHighLevel. You'll want to specifically look for lines that have PUT and /contact/ like those highlighted in yellow below

You can see in this example that it updated the custom field software to have the value gohighlevel

Now you know exactly how CloseBot gathers information and updates custom fields! The most important areas to tweak to change the field update behavior are your Short Description for the active objective and the Extra Prompt!