Bots
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Conversational: free-text chat, powered by Gemini. Guided: a Drift-style button flow you build below — no AI, no free text.
🤖 Conversation setup
Same four-path shape as the Prime49 announcement: Path A — an existing partner checks Prime49 eligibility. Path B — a prospect applies to become a partner. Path C — a merchant sees a static message. Path D — everything else, answered from the Knowledge section below. Click a path to expand it.
GENERAL — HIGHLEVEL
Shared across all paths — used whenever the bot creates/updates a contact. Each path below has its own calendar/form — no shared default anymore.
Instead of showing your stored wording exactly as typed, Gemini rewrites it warmer/more conversational for each visitor before it's shown (lightly personalized with their name once known). Adds a real Gemini call — and a small delay — to EVERY message in this bot's flow, not just Path D. Off by default; your stored wording is always the fallback if a rewrite ever fails.
Save this bot once first, then build its flow steps inside Path A / Path B below.
Path A — I am a PPT Partner
Path A enabled
Off = this menu option is hidden from chat visitors. Its setup below stays saved — flip it back on anytime.
Visitor gives a Partner ID → bot checks Prime49 eligibility → eligible books using this path's own calendar/form below; not eligible gets the option below that.
Only offered if they agree — never enrolled silently.
Booking (Path A's own calendar/form)
"Book the appointment itself" only works with Calendar (not Form) selected above, and calls HighLevel's real Calendars API — verify a test booking lands correctly before relying on it.
🧭 Guided flow steps for Path A
Path B — I am interested in becoming a partner
Path B enabled
Off = this menu option is hidden from chat visitors. Its setup below stays saved — flip it back on anytime.
Leave blank to skip qualifying and just collect contact info when they're ready.
Guided bots decide qualification via "Mark qualified"/"Mark not qualified" steps in the flow builder below, not free-text criteria.
Fallback calendar (Path B's own — separate from Path A's)
Used to auto-book when someone qualifies but no rep ends up assigned (no reps configured, or every ranked rep is fully booked).
Follow-up
If a visitor gave contact info but stops replying, sends one SMS nudge (via their HighLevel contact) after the quiet period below. Checked hourly.
🧭 Guided flow steps for Path B
Your series of qualifying questions. Each button's "Then" decides if it qualifies/disqualifies (point it at the next question to continue, or straight at a Mark qualified/Mark not qualified step to end it there); "Assign rep" optionally pins a specific rep from the list above the moment that button is picked.
Path C — I am a merchant
Path C enabled
Off = this menu option is hidden from chat visitors. Its message below stays saved — flip it back on anytime.
Purely informational — no lookup, no survey. The bot just replies with this message.
Path D — General questions (Knowledge Base)
Path D enabled
Off = the "I have a question" menu option is hidden from chat visitors. The Knowledge base below stays saved — flip it back on anytime.
Everything that isn't Path A/B/C — answered from the Persona above plus whatever's in the Knowledge section below (once this bot is saved), which you can add to manually or by crawling a website. The bot still steers the conversation back toward becoming a partner or upgrading to Prime49 rather than just answering trivia forever.
Shipment lookup — verification code settings
Used by "Look up shipment/deployment/return" flow steps (or the conversational bot's shipment tools). Email is always tried first automatically when one is on file — this SMS fallback only fires when there's no email but there IS a phone + HighLevel contact. This app has no direct SMS-send integration, so SMS works by setting a custom field on the contact with the code, then firing this workflow — build a HighLevel workflow whose only job is to text
{{contact.<field name>}} to the contact.Other steps (rarely needed — a step shared by more than one path, or one that doesn't belong to either)
Embed snippet
Paste this on any page (Webflow, GoHighLevel, your own site) — a chat bubble appears in the bottom-right corner.
Auto-embed on Webflow
Pushes the snippet above directly into a connected Webflow site's footer code and publishes — no manual pasting. Uses the same Webflow connection already set up for announcements.
Knowledge (what it can answer from)
Crawl a website
Follows links on the same domain and pulls out useful facts automatically — no manual pasting. Capped for reliability (max 15 pages per run).
Test it