Updated December 24, 2024 12:44 PM (GMT-5)

Overview

This guide walks you through the process of splitting Workflow 2 into two parts by creating a copy and modifying it. The original workflow, renamed "AI.02b Response Actions," will focus on performing response actions, while the new version will handle messaging.

Step-by-Step Instructions

1. Copy and Rename the Workflow

1. Access Workflow 2:

   • Log in to your GoHighLevel (GHL) account.
   • Navigate to Automations > Workflows.
   • Locate and open Workflow 2 (commonly titled "AI.02 Robot Response to Contact").

2. Create a Copy:

   • Click on the "Options" menu (three dots) in the workflow list.
   • Select Duplicate Workflow.
   • Rename the copied workflow to "AI.02b Response Actions".

   

3. Save Changes:

   • Open the renamed workflow and ensure all settings are identical to the original.

2. Modify the Copied Workflow ("AI.02b Response Actions")

1. Identify the If/Else Condition:

   • Scroll through the workflow to locate the If/Else Condition responsible for checking the response channel and sending the message to the contact.

   

2. .Move Actions Below the If/Else Condition to Above It:

   • Select the action immediately below the If/Else condition.
   • Use the "Move All Actions From Here" option from the dropdown menu.
   • Specify that all actions should be moved above the If/Else condition.
   • Ensure that all actions are now positioned above the condition you plan to delete.

   

3. Delete the If/Else Condition:

   • Once all actions are moved, scroll down to the If/Else condition at the bottom of the automation.
   • Click the delete icon (trash can) to remove this condition.

   

4. Update the Trigger:

   • Delete the Existing Trigger. Locate the existing Trigger:
   • Currently, it is set to activate when the "response" tag is added.
   • Click the delete icon (trash can) to remove this trigger.
   • Create a New Trigger: Click "Add New Trigger".
   • Select "Contact Changed" as the trigger type.
   • Set the Filter: In the filter options, search for "Response" field.
   • Set the filter condition to "Response field has changed."

   

5. Save the Workflow:

   • Confirm all moved actions are properly placed.
   • Save the changes to "AI.02b Response Actions."

The original Workflow 2 “AI.02 Robot Response to Contact” will now exclusively handle sending messages to the contact when the "Send Messages Directly" option is not enabled in the bot configuration. If this option is disabled, the system will continue to add the "response" tag, triggering this workflow to deliver the AI-generated response to the contact.