We'll treat this as a living snapshot meaning we may update versions / patch versions from time to time from our testing and community ideas / feedback.
I didn't do CRAZY error handling on it specifically to not over complicate it and not interfere with things going on.
This is a state-based practice self-selling demo meaning its a fun way to learn how to use custom fields to change states in your assistant based on different conditions.
Feel free to customize and have fun :)
Couple things you need to do:
- Create a demo assistant and use the custom field "{{contact.self_selling_objective}}" as the prompt. This allows you to dynamically change the assistant's prompt based on where in the demo you are.
- Set up the post-call webhook in the second flow "post-call". Go to Call Settings and then post-call webhook, input the url from the trigger and then initialize it. You can use that reference which maps the rest of the flow.
- Take your assistant ID and plug it into the 3 Make AI Call actions to make sure you are using your assistant and not ours (it was cause errors if not).
- Take the prompt from the document and re-format it with your branding for the closer (this will be different for you because it will be your business and your identity etc. - I left it out because its your interpretation on how you want to close after the demo happens but I did leave an example)
- Trigger the workflow with the form or add your contact to the start flow manually in the contact page.
- Test, refine and have fun :)