Installation & Setup

Important Information

You will be able to connect your GHL Agency account and create bots for any of your client's sub-accounts.

BUT, you won't be able to create myCRMBOT users for your clients.

This means that your clients won't be able to set up their own bots, you will have to create the bots for them.

With that being said if you want your clients to create their own bots you can pay for a SaaS plan on Consolidata which myCRMBOT is based on.

For this next step you will need to be logged in inside GHL with the app.gohighlevel.com domain.
Go to "Sources" inside app.mycrmbot.com
Click add "Add a Source"
Click "HighLevel"
Click "Add"
Click "Log in"
Log in inside High Level and select your Agency Account.
Click "allow access to all sub-accounts"
Then click on "enable automatic future installations"
This should connect your account. If it doesn't just repeat the process and the second time will work.
Once the account is connected click in "Accounts" in the High Level source and change the name of the source (good practice). After that's done select all the sub-accounts down below and click "Update". That way you will be able to create bots for all of your accounts.

Inside app.mycrmbot.com go to "AI Bot".
Then click in "Text Bot"
Next, click in "Prompt Builder" to create your prompt.
If you want the Bot to ask specifc questions to the leads you can do that in the bottom right of the builder. Just type the question and select the custom field the client will be answering once the bot ask them the question.
Fill in all the information and then click "Save" in the top right.
This will create the prompt in myCRMBOT and will also create an assistant with the same prompt inside Open AI.

You can have your bot ask specific questions to your leads/clients.
The only thing you need to do so, is to write the questions in the prompt builder and then match that question with the custom field the lead will be filling once they answer that question.
If you create a new custom field it won't show up unless you go to "AI Bot", then click "Text Bot", after that click "Configuration" and finally click "Sync Tags, Calendars, Custom Fields".
Once that's done you will wait 5 minutes and the next custom field will show in the prompt builder.

Every time you create a bot prompt inside myCRMBOT it will automatically create an assistant inside Open AI.
In order to edit your prompt the best practice is to do it directly inside Open AI.
Everything you do inside there will be saved inside myCRMBOT.
IMPORTANT NOTICE: If you change something directly inside the myCRMBOT prompt builder you will reset other changes you have done before inside the Open AI assistant.

Inside app.mycrmbot.com go to "AI Bot".
Then click in "Text Bot"
Next, click in "Configuration" to create your bot.
Click "Add AI Chatbot" to start
Write a label for the bot.
Then select your Agency Account in "GHL Locations"
Then in "Available Source Hierarchies" select the sub-account the bot will be created for.
The next step is to select any calendar in "Calendar" if you want the bot to book appointments for you.
In "Human Take Over Tag" you can use what you want but our workflows are using the "Stop Bot" tag by default. So we suggest you do the same.
The final step is to select your bot in "Available Bots" and then click "Save"

Once your bot is created copy the bot web hook and paste inside of the workflows we provided in our snapshot.

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