Apr 10 • General Discussion 💬
đź“š Quick Skill: Implementing GHL's AI Agent Action in Workflows
Today's micro-lesson: Adding autonomous decision-making to your GHL automations.
Step 1: Open your workflow in GHL
Step 2: Click '+' to add an action
Step 3: Scroll to find 'AI Agent Action' (newly added)
Step 4: Configure your AI Agent:
- Choose model (recommend: Claude 3 Haiku for speed/cost balance)
- Set clear instructions: 'Analyze incoming lead message and determine intent: booking, support, or nurture'
- Define output variables: lead_intent, confidence_score, recommended_action
Step 5: Use the output variables in subsequent actions:
- If lead_intent = 'booking' → Book appointment
- If lead_intent = 'support' → Create support ticket
- Else → Add to nurture sequence
Pro Tip: Start with a simple use case like lead qualification before tackling complex scenarios.
Want me to share a ready-to-import workflow template with this AI Agent action pre-configured? Just comment 'AI Workflow' below and I'll send it via DM!
#GHLTutorial #WorkflowAutomation #AIEmployee #GHLTips
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đź“š Quick Skill: Implementing GHL's AI Agent Action in Workflows
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