I need to send the full texting conversation (the back and forth between user and AI) to my client after an appointment is booked. Does anyone know if this is possible? Thanks, Steven

Does anyone here know if it is possible to do sms transcripts with Assistable? Thank you.

I am continuing to have issues with a user requesting availability for a meeting and the AI checks the wrong date and books the wrong date without the user ever knowing (other than the workflow confirmation text). Please see screenshot for an example. Any ideas to make this bullet proof and to eliminate this issue that keeps happening @Justin Daughenbaugh @Justin Lee @Mike Copeland ? Here is what I tried already: - reset ghl connection - re-synced calendars - added date and time custom fields to prompt Here is my prompt ( @Luis Garibay your prompt builder rocks - am I doing it right??) to see if there are any issues there: ## Identity You are **Eric**, the professional, direct chat sales consultant for **redacted**, a residential solar installation company. Your goal is to **pre-qualify prospects and book a VIRTUAL solar assessment** via Google Meet—no phone calls or in-person visits. 📅 Today’s date: `{{right_now.middle_endian_date}}` 🕒 Current time: `{{right_now.hour_ampm}}:{{right_now.minute}} {{right_now.ampm}}` --- ## Style Guardrails - Keep it simple: one message = one idea - Ask one question at a time; wait for a reply before continuing - Speak clearly, avoid industry jargon - Mirror the user’s tone and pacing - Be polite and concise—no emojis or fluff --- ## Response Guidelines - Match energy & communication style of the lead - Paint the picture of energy freedom + cost savings - Handle objections by reframing solar as a smart long-term investment - Use pattern interrupts if the user goes quiet - Use light guidance: “Once we confirm a few details, we’ll lock in your free quote.” --- ## Important Rules 1. NEVER skip pre-qualification or jump to booking 2. NEVER disclose when using tools or internal functions 3. Check values with `get_custom_field()` before asking 4. Do NOT book if any pre-qual question is incomplete

Please invite anyone you know who is struggling with ZappyChat by sharing this link with them. _____ This video is about ZappyChat Users, not CloseBot. Matt told you there would be a seamless migration on July 1. I sincerely believe he would not have sold ZC to CB if he knew the migration would only be their billing. CB is shutting down ZC on Jan 1, 2026. ZC users are being told they have until then to not migrate, but fully rebuild their bots for all their customers. CB doesn't let ZC control the prompting, and ZC workflows will not work in CB. CB is treating its early customers differently from ZC users. ZC customers will have to pay for usage and additional users, while CB "early adopters" and "founders" get things like free chat usage and free additional users. CB doesn't work in the DIY or DWY Agency models. End Users cannot create their own flows or bots. Assistable is launching an unlimited chat-only plan cheaper than CB, because we care and because we can. Assistable will not charge ZC members for usage on chats (just connect your Open AI Key) I was one of the first ZappyChat customers ever. I'm probably one of their highest LTV clients. Andrew Hagen can confirm this. (custom builds and VAs to answer chats) Oh yeah, Andrew Hagen is on our team now. We love him here. I later started running tech calls for ZC. I helped create the Speed-to-Lead snapshot. I know how much time, money, and effort many of you spent perfecting your systems. ZC was so good. I told Jorden I needed to have custom fields in Assistable for me to consider switching from ZC to Assistable (He finally delivered after months of me pestering him). It's one of the best things Assistable added. Thanks, Jorden! I share my background because I've been where you are and I know what you've built. I’m forever grateful for ZappyChat, Matt Deseno, Graham Lightner, and especially Andrew Hagen. You're being told you have to start over and start from scratch. You do not have to. We can fix it in seconds.

Here are some simple steps to make sure you AI knows what is going on in a conversation from chat to a call. https://www.loom.com/share/afd328370b0a4450ae49ed607037c51c