Updated August 26, 2024

Introduction

This guide provides a comprehensive explanation of the dynamic rules within the "AI.01 Send Message to AI" workflow in the ZappyChat snapshot for GoHighLevel (GHL). These rules are crucial for ensuring that the Booking Bot gathers any missing contact information (name, phone, email) before offering appointment times. This document will detail where these rules are located, how they function, and provide examples to illustrate their operation.

1. Location of Dynamic Rules

The dynamic rules are located within the "Booking Bot" branch of the "AI.01 Send Message to AI" workflow. This workflow is automatically triggered when a contact sends a message, and it determines which bot should handle the conversation.

Step-by-Step Navigation:

1. Access the Workflow:

   • In your GHL dashboard, navigate to the "Automation" section.
   • Locate the "Workflows" tab and open the "AI.01 Send Message to AI" workflow.

2. Review the Workflow Structure:

   • The workflow starts with a trigger, typically "Customer Replied."
   • After the trigger, the workflow evaluates the context to decide whether to activate the Booking Bot or another bot (e.g., for post-booking interactions).

3. Locate the Booking Bot Branch:

   • Within the decision point, find the branch that activates the "Booking Bot."
   • This branch contains the dynamic rules that manage how the bot prompts for missing contact information.

   

4. Dynamic Rules Placement:

   • The dynamic rules are placed in the Booking Bot Branch (Tags Do Not Include Booked).
   • These rules check the contact's information in GHL and determine if any details are missing, prompting the user accordingly.

2. Dynamic Rules Configuration

Here are the exact dynamic rules configured within the Booking Bot:

Rule 1: Name Empty

• Condition: If the contact's name is missing in GHL.
• Action: The bot prompts the user for their full name.
• Prompt: {{custom_values.openai_prompt}}
• Critical Instruction: "Just before offering times for an appointment, make sure to get their full name. Only after you confirm their contact information, you can offer times for an appointment."

Rule 2: Phone and Email Empty

• Condition: If both the contact's phone number and email are missing.