Updated December 23, 2024 6:40 PM (GMT-5)


Overview

This document serves as a detailed guide to all workflows included in the system snapshot. Each workflow is explained in clear terms, outlining its purpose and functionality to help you understand how the system operates and interacts with contacts.


Workflow AI.01: Send Message to Robot

Purpose: This workflow handles incoming messages from contacts and sends them to the AI for processing. It activates whenever a contact replies, collects relevant data (e.g., context, contact info), and triggers the webhook to forward the message to the AI system. The AI processes the input and prepares an appropriate response to be delivered by subsequent workflows.


Workflow AI.01b: Send Message to AI - LIVE CHAT

Purpose: This workflow is dedicated to handling messages received via the GHL Webchat Widget (Live Chat). It works similarly to the general "Send Message to Robot" workflow but exclusively processes incoming messages from the Webchat Widget. The workflow triggers a webhook to forward these messages to the AI for processing, ensuring prompt and contextually accurate responses tailored to live chat interactions.


Workflow AI.02: Robot Response to Contact

Purpose: This workflow sends the AI-generated response to the contact. It ensures the message created by the AI is delivered through the appropriate channel, maintaining seamless communication with the contact.


Workflow AI.02b: Response Actions

Purpose: This workflow performs critical actions upon an AI reply. It removes the contact from the Fallback Workflow (designed to alert if the AI fails to reply), ensuring the fallback system is only used when necessary. Additionally, it adds the contact to the AI follow-up system if applicable, maintaining efficient and automated engagement.


Workflow AI.03: Appointment Confirmation and Reminder

Purpose: This workflow activates when an appointment is booked by the AI.