How To Build Conversation AI Chatbots with HighLevel

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Want to learn how to build conversation AI chatbots? Joe breaks down everything you need to know about setting up and optimizing conversational AI chatbots using HighLevel. Whether you’re new to AI or already using HighLevel to manage your business and social media, this step-by-step walkthrough will help you get your bots up and running quickly.

Learn how to:

• Enable and configure AI chatbots at the agency and sub-account levels

• Set up different types of chatbots, including Q&A, appointment booking, and custom flows

• Personalize your bot’s brand voice and personality

• Train chatbots with knowledge bases, FAQs, Google Docs, and rich text

• Handle appointment scheduling, client info, and workflow triggers

• Integrate bots across channels like websites, Instagram, and Facebook Messenger

• Monitor bot activity and manage contacts automatically

• Install chat widgets on HighLevel and WordPress sites


Joe shares pro tips, tricks, and best practices to make sure your bot works for you, like transferring between bots, setting notification preferences, and keeping things affordable. If you have questions or want to see more tutorials on workflows and calendars, drop a comment below.


00:00 — Introduction & Enabling AI Chatbots

01:31 - Creating Your First Chatbot

02:53 - Brand Voice & Bot Personalization

03:38 - Bot Settings, Channels & Primary Bot Setup

04:39 - Initial Messages, Goals & LLM Details

05:30 - Collecting Contact Info & Appointment Booking

06:19 - Prompt-Based Chatbot Setup & Advanced Options

08:20 - Bot Training & Knowledge Base Creation

12:52 - Connecting Knowledge Bases & Testing Bots

13:20 - Advanced Bot Personality & Goals

15:22 - Appointment Booking & Workflow Integration

16:13 - Multiple Bots & Bot Transfers

17:43 - Auto Follow-up & Client Engagement

18:33 - Dashboard Overview & Primary Bot Examples

21:10 - Contact Capture & CRM Integration

23:13 - Bot Testing & Handover in Action

24:22 - Appointment Booking Bot Demo

27:30 - Costs & Billing Overview

28:40 - Getting the Chatbot Ready for Your Website

31:41 - Adding the Chatbot to Your HighLevel Website

32:18 - Adding the Chatbot to Your WordPress Website

33:35 - Final Thoughts & Closing


About HighLevel

Go HighLevel is an all-in-one marketing and sales platform designed to help businesses and agencies manage everything in one place. It combines tools like CRM (for managing contacts and leads), email and social media marketing, website and funnel builders, calendars, automation, payments, and even AI features to streamline your workflow. Instead of juggling multiple software subscriptions, HighLevel gives you everything you need, from capturing leads and booking appointments to sending invoices and automating campaigns... on a single, user-friendly dashboard. This helps save time, stay organized, and make running your business a lot easier.


Create your chatbots using HighLevel: https://www.gohighlevel.com/joe


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