Installation & Setup
How to install and setup your myCRMBOT account
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.
You can get it here: https://mycrmsim.com/consolidata
IMPORTANT: If you have the $97 Go High Level plan, you can connect just 1 sub-account to myCRMBOT. This plan does not have access to any API connections.
If you want to connect all of your sub-accounts, you must upgrade to the $297 or $497 GHL plan.
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1. Connecting Your Open AI Account
- The first thing to do is to log in here: app.mycrmbot.com
- To make this work you will need an Open AI account.
- After that's done you will need to create a Key and paste it inside myCRMBOT.
- Once you have your key go to "Sources" inside app.mycrmbot.com
- Click add "Add a Source"
- Click "Open AI" and write a name for the account and add your key.
- Finally click "Add"
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2. Connecting Your GHL Account
- 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.
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3. Creating Your Bot's Prompt
- 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.
3.1 Questions & Custom Fields
- 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.
4. Editing Your Bot's Prompt
- 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.
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5. Testing Your Bot
- Inside Open AI you can test your bot before anything.
- This is a very good practice to find any error in the bot.
- If the bot is giving incorrect information something is wrong with the prompt.
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6. Creating The Actual Bot
- 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"
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7. Connecting Your Bot To A GHL Sub Account
- Once your bot is created copy the bot web hook and paste inside of the workflows we provided in our snapshot.