🤖 Help Guide: Setting Up & Customizing the AI SMS Chatbot

🔍 What This Feature Does

The AI SMS Chatbot engages leads via two-way text conversations the moment they opt in. It handles:

Qualifying questions
Overcoming objections
Confirming availability
Scheduling appointments directly on your calendar

You’ll see how to view, activate, and customize the chatbot flow for your challenge campaigns.

🧠 What Makes It Smart?

The AI isn’t just auto-texting; it’s:

Understanding intent (“I want to lose weight”)
Asking relevant questions (goals, struggles, preferences)
Identifying scheduling constraints
Suggesting available time slots
Booking appointments directly
Creating urgency (limited spots, coach names, orientation details)

🎯 Example Flow (Real Conversation Breakdown)

Here’s what a successful AI-led flow might look like:

Step	Message	AI Behavior
1️⃣	Lead opts in	Double dial record + initial automation triggered
2️⃣	AI: "What’s your goal?"	Discovers intent (lose weight, tone, gain muscle)
3️⃣	AI: "What’s been your biggest challenge?"	Qualifies based on diet, routine, or motivation
4️⃣	AI: "Would you like help with that?"	Invitation to support (nutrition guidance, etc.)
5️⃣	AI: "Morning or afternoon better for orientation?"	Collects availability & responds to restrictions (e.g., teaching schedule)
6️⃣	AI: Suggests time, confirms coach & orientation details	Personalized scheduling & confidence building
✅	AI books appointment & triggers reminders	Fully automated scheduling completion

🧠 AI adapts depending on how the lead responds. Results may vary slightly but follow the same logical framework.

🛠️ Where It Lives in Your System

To customize or activate the chatbot:

Login to HighLevel
Go to Automations → Lead Campaigns
Open the folder:
📂 Challenge Lead Campaign
Inside, locate the folder:
📂 AI Chatbot

✨ Workflow 1: AI Chatbot ON/OFF Toggle

This is the master switch to enable or disable the chatbot.
Do NOT turn this ON yet. This will be activated during launch.
To enable later: Click into the workflow and publish it.
If unpublished, AI will not send or receive messages.

✨ Workflow 2: AI Nudge Message (Follow-Up)

If a lead doesn’t respond, the chatbot can follow up with a gentle reminder.

Here’s how to customize the nudge:

Click into the second workflow labeled Follow-Up / Nudge
You’ll see a Wait step set to 4 hours by default
Adjust this timing as needed:
- Change to 1 hour if you prefer quicker follow-up
- Limit nudges to certain days of the week or times of day
- For example, disable weekend nudges or early morning messages

📌 You can turn the nudge OFF completely by removing the wait/action sequence.

⚙️ Customization Options

Setting	Description
✅ AI Toggle	Enables or disables chatbot globally
⏰ Wait Time	Time before follow-up nudge is sent
📅 Nudge Schedule	Days/times when nudges are allowed
💬 Message Content	You can edit the follow-up message text directly in the workflow

🛑 IMPORTANT: Don’t Turn It On Yet

Until you're fully set up and ready for launch, leave the AI workflows unpublished.
This ensures no leads are engaged prematurely and gives you time to review or adjust as needed.

✅ Summary Checklist

Reviewed example conversation flow
Located AI Chatbot & Nudge Workflows
Did NOT publish yet (wait for launch instructions)
Customized wait time and days for follow-up
Confirmed everything is ready for launch stage

🚀 Next Step: Update Your Pipeline View

Make sure your Sales Pipeline is set up to track the appointments the AI books.
👉 Click here to view that help doc (or refer to “Update Pipeline View” video guide)