AI Agent Setup Guide

1. Define Your Objectives

Identify the primary goal for your AI agent: customer support, lead qualification, or appointment booking. This determines the agent's persona and conversation flow.

2. Connect Your Knowledge Base

Upload your FAQs, website URLs, PDF brochures, and past chat logs. The AI will securely train on this data to become an expert on your business.

3. Design the Conversation Flow

Set up the initial greeting, define required lead capture fields (name, email, phone), and establish fallback rules for when human intervention is needed.

4. Integrate with Your CRM

Connect the agent to your GoHighLevel sub-account to ensure all captured leads, booked appointments, and chat transcripts sync automatically.

5. Test and Deploy

Run simulated conversations to verify the agent's responses. Once satisfied, embed the widget on your website or connect it to your WhatsApp Business API.