Guide to Workflow 1: "Send Message to AI"
Introduction:
Workflow 1, known as "Send Message to AI," is the critical automation that connects GoHighLevel (GHL) with ChatbotsAI through webhooks. This workflow is designed to handle customer replies and ensure the AI responds appropriately, depending on the interaction type. Understanding this workflow is crucial for optimizing your customer engagement processes within GHL.
Workflow Triggers:
The primary trigger for this workflow is the "Customer Replied" event. This trigger activates when a contact sends a message via one of the supported communication channels:
- SMS
- Instagram (IG)
- Facebook (FB)
- Chat Widget
Each communication channel has its own reply channel filter to ensure that only the desired channels trigger this workflow. This setup allows flexibility, enabling users to enable or disable triggers per their preference by simply removing the specific channel triggers they don't wish to use.
Additionally, users can add more filters to this trigger to ensure the workflow only activates under specific conditions. The most common additional filter is the "AI Status" set to "ON." This ensures that the AI will only activate when the AI Status is already set to "ON" in a previous workflow. This filter is particularly useful when you do not want the AI to respond to every incoming message. For example, if you are conducting an outreach campaign and only want the AI to engage after specific actions, this filter helps manage that flow effectively.
Important Note:
The "Customer Replied" trigger is the only one that should be used in this workflow. Introducing other triggers, such as "Form Submitted," can cause issues. If you need the AI to engage after a form submission, create a separate workflow that sends an initial message. The AI will then take over when the contact replies. For more information on setting the initial message correctly, refer to the [Complete Explanation of the Intro Message](https://www.notion.so/Complete-Explanation-of-the-Intro-Message-b0ad925cb3374f2c91e2c1e1dcb7074c?pvs=21).
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