2.4a - Deploying Chat Assistant With Active Tag - SMS, Instagram, FB and Whatsapp

Implementing an AI Assistant for SMS, Facebook Messages, Instagram Dm and WhatsApp Responses

Introduction

• Welcome to the tutorial on building an AI assistant for chat.

• Prerequisite: An AI assistant must already be created.

Step 1: Assign Phone Number, Facebook page connected with professional Instagram Account and whats app connected

• Use your phone number to connect with the live chat.

• Connect FB and instagram to GHL

• Connect WhatsApp to GHL

Step 2: Create an Active Tag

• Definition: An active tag connects an AI to a contact.

• Create a new active tag named "test SMS".

• Follow naming conventions (use underscores and lowercase letters).

• Save the tag to ensure it is registered in the system.

Step 3: Set Up Automation Workflow

• Navigate to the automation window to create a new workflow.

• Trigger: Set the trigger to "customer replied".

• Filter: Add a filter for the reply channel and select "SMS" for sms, "Instagram DM" for Instagram, "Facebook Messenger" for Facebook & "WhatsApp" for WhatsApp

Step 4: Check for Existing AI Tags

• Implement a condition to check if the contact already has an AI tag.

• If tagged, stop the automation to avoid duplicate tagging.

• If not tagged, proceed to add the "test SMS" tag.

Step 5: Connect AI to Contact

• By adding the tag, you connect the AI to the contact based on their reply.

• Create an initial welcome message to trigger a response from the contact.

Step 6: Finalize Automation Settings

• Ensure re-entry is not allowed to prevent repeated automation for the same contact.

• Save all actions and settings.

Step 7: Testing the Setup

• Copy the assigned phone number and send a test SMS.

• Monitor the conversation and server logs to check for successful automation triggers.

• Confirm that the AI is responding as expected.