CloseBot

CloseBot can book appointments to your CRM Calendar conversationally per your availability.  This shows how to set that up

CRM Calendar Integration

Direct your Bot to book in different calendars

Set up your bot to know if you've already achieved an objective and move on to the next

Have a bot objective point your lead to a form where they can upload documents

How to set up multiple bots in a single CRM account

Show your bot how to handle leads who no longer qualify for your business

How to set your bot up to handle cancelled appointments and trigger it to send a rescheduling link

Use Message History to turn your bot off when the lead uses selected phrases

Learn how and when to use the extra_prompt variable in your follow up webhook

Force a specific communication channel in your CloseBot webhook

Find out how to set up the workflow that can get CloseBot sending your followups to leads

Learn how to reset your bot objectives so it can accomplish them again

Learn how to get your bot going when a new lead form comes in and let it know about any relevant form information

Customize your GoHighLevel workflow to have your bot only respond to certain channels

How to have your bot gather information, sending that info to custom fields, then use a workflow to do math and AI to deliver quote

Send sms texts with paragraph breaks or other formatting needs

Learn how to set up notifications for completed objectives in CloseBot using GoHighLevel (GHL).

LeadConnector-specific instructions on how to get started or customize your setup