Configuring GHL Conversation AI for Estimate Booking in Home Services

GHL Conversation AI Workflow for Estimate Booking

Pipeline Stage Logic

Find Opportunity → Check Pipeline Stage → If "Engaged" Stage:
  → Intent Splitter:
    - Interested → Continue conversation
    - Curious → Continue conversation  
    - Not Interested → Propose specific time
    - Booking Intent Clear → Capture flow

Capture Flow (When Booking Intent Detected)

1. Capture first name
2. Capture email
3. Enter booking appointment loop
4. Book on GHL calendar (not Jobber - stay GHL-native)

Bot Goals Configuration

Configure in GHL Conversation AI builder:

• Goal: Book free estimate appointment
• Collect: Name, email, preferred time
• Calendar: Link to internal estimate calendar
• Fallback: Hand off to human after 2 failed attempts

Calendar Configuration for Estimates

• Type: Backend/API only (not client-facing widget)
• Use case: Aiden (client) clicks into contact, picks time slot
• Integration: GHL calendar preferred over Jobber for conversation AI compatibility

Workflow Trigger

Trigger: Inbound SMS when contact is in "Engaged" opportunity stage
Action: Conversation AI takes over
Limit: 2 retry attempts before escalation

Testing Issues Found

• Agent may not recognize available time slots correctly
• Need to verify calendar availability API is properly connected
• Copy/tone may need adjustment (sounded too robotic in testing)

Pipeline Stages (Simplified)

1. New Lead
2. Estimate Booked
3. Estimate Sent
4. Won/Lost