Updated August 26, 2024

This Guide works for users who want to add more bots to the workflow 1, or add more bots in general to the ZappyChat System.

Overview

To add additional bots to your ZappyChat system, you’ll modify Workflow 1 ("Send Message to AI") by creating new branches within the "If/Else" conditions. This approach allows you to trigger different bots based on specific tags or custom fields, without needing to duplicate or create additional workflows.

Step-by-Step Instructions

Step 1: Define the Purpose of the New Bot

Determine what the new bot will do (e.g., lead qualification, appointment scheduling, customer support). This clarity will help in setting up the conditions and prompts.

Step 2: Access Workflow 1 ("Send Message to AI")

1. Login to GoHighLevel (GHL):
   • Navigate to your GHL sub-account where ZappyChat is integrated.
2. Open Workflow 1:
   • Go to Automation > Workflows.
   • Locate Workflow 1 titled "Send Message to AI."
   • Click to open the workflow for editing.

Step 3: Add a New "If/Else" Condition

1. Locate the "If/Else" Condition:

   • Scroll down to find the existing "If/Else" condition in the workflow. This condition determines which bot is triggered based on contact tags or custom fields.

2. Add a New Branch:

   • Click Add a Condition in the "If/Else" block.
   • Define the new condition based on your criteria. For example, you can use a specific tag like New_Bot_Tag or a custom field like Contact Intent.

   Example:

   • If: Contact Tag is New_Bot_Tag

   • Then: Continue with this path (define what the new bot should do).

     

3. Set Up Bot-Specific Actions:

   • After defining the condition, add the actions specific to this bot.
     • Set OpenAI Prompt: Tailor the prompt for this bot.
     • Assign the Appropriate Calendar ID: If the bot handles bookings, set the corresponding Calendar ID.
     • Activate the Webhook: Here’s how to do it:

Step 4: Set the Webhook for the New Bot

Depending on your setup, you can either create a new custom value for the webhook or paste the webhook URL directly:

1. Option 1: Create a Custom Value for the Webhook:

   • Go to Settings > Custom Values in GHL.
   • Create a new custom value (e.g., New_Bot_Webhook).
   • Paste the webhook URL specific to the new bot into this custom value.

   In Workflow 1, under the new branch, add an action to Trigger Webhook and use the custom value {{custom_values.New_Bot_Webhook}} to refer to the webhook URL.

2. Option 2: Directly Paste the Webhook URL:

   • If you prefer not to use a custom value, you can paste the webhook URL directly in the workflow.
   • In the new branch, add an action to Trigger Webhook and paste the specific webhook URL directly.