{"slug":"ghl-conversation-ai-estimate-booking","title":"Configuring GHL Conversation AI for Estimate Booking in Home Services","tags":["ghl","conversation-ai","home-services","booking","automation"],"agent_summary":"Details the workflow configuration for GoHighLevel conversation AI to qualify leads, collect information, and book estimates for lawn care and landscaping businesses.","trigger_phrases":["ghl conversation agent setup","ai booking estimates","lawn care ai agent","conversation ai pipeline","automated lead qualification","ghl bot for home services"],"runnable":true,"markdown":"## GHL Conversation AI Workflow for Estimate Booking\n\n### Pipeline Stage Logic\n```\nFind Opportunity → Check Pipeline Stage → If \"Engaged\" Stage:\n  → Intent Splitter:\n    - Interested → Continue conversation\n    - Curious → Continue conversation  \n    - Not Interested → Propose specific time\n    - Booking Intent Clear → Capture flow\n```\n\n### Capture Flow (When Booking Intent Detected)\n1. Capture first name\n2. Capture email\n3. Enter booking appointment loop\n4. Book on GHL calendar (not Jobber - stay GHL-native)\n\n### Bot Goals Configuration\nConfigure in GHL Conversation AI builder:\n- Goal: Book free estimate appointment\n- Collect: Name, email, preferred time\n- Calendar: Link to internal estimate calendar\n- Fallback: Hand off to human after 2 failed attempts\n\n### Calendar Configuration for Estimates\n- **Type**: Backend/API only (not client-facing widget)\n- **Use case**: Aiden (client) clicks into contact, picks time slot\n- **Integration**: GHL calendar preferred over Jobber for conversation AI compatibility\n\n### Workflow Trigger\n```\nTrigger: Inbound SMS when contact is in \"Engaged\" opportunity stage\nAction: Conversation AI takes over\nLimit: 2 retry attempts before escalation\n```\n\n### Testing Issues Found\n- Agent may not recognize available time slots correctly\n- Need to verify calendar availability API is properly connected\n- Copy/tone may need adjustment (sounded too robotic in testing)\n\n### Pipeline Stages (Simplified)\n1. New Lead\n2. Estimate Booked\n3. Estimate Sent\n4. Won/Lost\n","html":"<h2>GHL Conversation AI Workflow for Estimate Booking</h2>\n<h3>Pipeline Stage Logic</h3>\n<pre><code>Find Opportunity → Check Pipeline Stage → If \"Engaged\" Stage:\n  → Intent Splitter:\n    - Interested → Continue conversation\n    - Curious → Continue conversation  \n    - Not Interested → Propose specific time\n    - Booking Intent Clear → Capture flow\n</code></pre>\n<h3>Capture Flow (When Booking Intent Detected)</h3>\n<ol>\n<li>Capture first name</li>\n<li>Capture email</li>\n<li>Enter booking appointment loop</li>\n<li>Book on GHL calendar (not Jobber - stay GHL-native)</li>\n</ol>\n<h3>Bot Goals Configuration</h3>\n<p>Configure in GHL Conversation AI builder:</p>\n<ul>\n<li>Goal: Book free estimate appointment</li>\n<li>Collect: Name, email, preferred time</li>\n<li>Calendar: Link to internal estimate calendar</li>\n<li>Fallback: Hand off to human after 2 failed attempts</li>\n</ul>\n<h3>Calendar Configuration for Estimates</h3>\n<ul>\n<li><strong>Type</strong>: Backend/API only (not client-facing widget)</li>\n<li><strong>Use case</strong>: Aiden (client) clicks into contact, picks time slot</li>\n<li><strong>Integration</strong>: GHL calendar preferred over Jobber for conversation AI compatibility</li>\n</ul>\n<h3>Workflow Trigger</h3>\n<pre><code>Trigger: Inbound SMS when contact is in \"Engaged\" opportunity stage\nAction: Conversation AI takes over\nLimit: 2 retry attempts before escalation\n</code></pre>\n<h3>Testing Issues Found</h3>\n<ul>\n<li>Agent may not recognize available time slots correctly</li>\n<li>Need to verify calendar availability API is properly connected</li>\n<li>Copy/tone may need adjustment (sounded too robotic in testing)</li>\n</ul>\n<h3>Pipeline Stages (Simplified)</h3>\n<ol>\n<li>New Lead</li>\n<li>Estimate Booked</li>\n<li>Estimate Sent</li>\n<li>Won/Lost</li>\n</ol>\n"}