YouTube2Text

Automate Clients with AI and GoHighLevel! HighLevel AI Automation Tutorial — Transcript

by Dominic Baptist · 7,180 words · 1,004 segments · language en · Watch on YouTube

Full transcript

  1. 0:00Hey guys, what is up? It is Dominic and
  2. 0:02in this video, we're going to be talking
  3. 0:03about GoHighLevel, of course, but more
  4. 0:05specifically, we're going to be breaking
  5. 0:06down the automation feature. Now, I have
  6. 0:09made tons of videos in the past about
  7. 0:10the automation feature inside of
  8. 0:12GoHighLevel because I have said many,
  9. 0:14many times that I believe it is the most
  10. 0:15useful feature inside of all of
  11. 0:17GoHighLevel. If you can learn
  12. 0:18automation, you can do so much more as
  13. 0:21an agency and as a business owner in
  14. 0:23general. You can do anything that you
  15. 0:24want. There are millions, if not
  16. 0:26billions and billions of different
  17. 0:28automations that you can set up for any
  18. 0:30type of business, but one thing about
  19. 0:31automation is abundantly clear inside of
  20. 0:33GoHighLevel, and that is you need to
  21. 0:35know how to use it. If you can't
  22. 0:37navigate it, you don't understand it,
  23. 0:38it's going to be way more difficult when
  24. 0:40you have to do something for a client.
  25. 0:42So, in this video, I'm not only going to
  26. 0:43show you how to do it, I'm going to show
  27. 0:44you how to not do it. Let me explain.
  28. 0:46I'm going to show you how to use AI to
  29. 0:49do it for you. However, you still need
  30. 0:50to understand it a little bit because
  31. 0:52you have to go back and change it, adapt
  32. 0:53it, and edit it in case anything goes
  33. 0:56wrong. So, without further ado, let's
  34. 0:57get into it. Let's talk about
  35. 0:58automations and how to set them up using
  36. 1:00AI inside of GoHighLevel. But before I
  37. 1:02do that, let me give a quick little
  38. 1:04promo to myself. If you're new to the
  39. 1:05channel, you have no idea who I am, my
  40. 1:07name is Dominic Baptist. I am one of the
  41. 1:08top affiliates in the world of all time
  42. 1:10for GoHighLevel. And if you're wondering
  43. 1:12how I became one of the top affiliates,
  44. 1:13then just use my link in the description
  45. 1:15below. You will find out because you get
  46. 1:16a ton of amazing stuff when you sign up
  47. 1:18with me. And don't worry, I break all of
  48. 1:20it down at the end of this video. So,
  49. 1:21please wait until the end to see all the
  50. 1:23amazing bonuses that you're going to get
  51. 1:25because you don't just get all of my
  52. 1:26bonuses, you get all of Declan
  53. 1:28O'Reilly's bonuses as well. I may be one
  54. 1:30top affiliates of all time, but he is
  55. 1:31the current new kid in town, the number
  56. 1:33one affiliate on the boards right now,
  57. 1:35and you get all of his bonuses plus all
  58. 1:37of mine if you use my link in the
  59. 1:38description below. On top of all that,
  60. 1:40you get 30 days for free, multiple
  61. 1:41courses, snapshots, live coaching calls,
  62. 1:44white-labeled videos that you can
  63. 1:45promote yourself, videos that I've
  64. 1:47already made, my face is not in them,
  65. 1:48they're completely white-labeled, and
  66. 1:50you can just send them to clients.
  67. 1:52Absolutely insane. We do so much heavy
  68. 1:54lifting for you guys. There is no better
  69. 1:55affiliate team out there, an affiliate
  70. 1:56community out there, than ours. So, use
  71. 1:58that link in the description below, you
  72. 2:00will not regret it. But anyway, back to
  73. 2:02the automation. So, for this example,
  74. 2:05I'm going to do a few different things
  75. 2:06here. The first thing I'm going to do is
  76. 2:07go over to the automation builder, and
  77. 2:09I'm going to build it with AI, with this
  78. 2:10button right up here. And this is where
  79. 2:12you can basically type in whatever you
  80. 2:13want, and then AI builds it for you
  81. 2:16inside of GoHighLevel. It's pretty
  82. 2:18insane. Is it perfect? Absolutely not.
  83. 2:20There's usually some bugs and problems
  84. 2:22with it, but you can always go in and
  85. 2:23fix it if you know what you're doing.
  86. 2:24And that's kind of what this video's
  87. 2:25about. Now, a lot of people when they
  88. 2:27get to this section, they get confused
  89. 2:29already because they don't know how to
  90. 2:30describe it to AI. And that's totally
  91. 2:32fair. Some people are really good at
  92. 2:33summarizing things or explaining
  93. 2:35themselves, and some people are not. But
  94. 2:37what I'm about to teach you in this
  95. 2:38video is that you don't need to be able
  96. 2:39to describe it. You can have ChatGPT AI
  97. 2:42do it for you. So, check this out. I am
  98. 2:44currently inside of ChatGPT. All of you
  99. 2:46watching probably already know what
  100. 2:47ChatGPT is, and if you don't, well, you
  101. 2:50should definitely check it out. It can
  102. 2:51pretty much do anything that you need,
  103. 2:52including create prompts for your AI
  104. 2:54automation. So, I'm basically just going
  105. 2:56to tell AI what to tell AI, if that
  106. 2:58makes sense. I have recently been
  107. 3:00posting a ton of videos on business
  108. 3:02breakdowns on Instagram. If you don't
  109. 3:03follow me on Instagram, definitely check
  110. 3:05it out. There's some pretty awesome
  111. 3:06content there. And basically, I'm just
  112. 3:07breaking down all different types of
  113. 3:08business models in like 60 seconds. I
  114. 3:10recently went viral breaking down a
  115. 3:12trash can cleaning business. I got over
  116. 3:141.1 million views and counting.
  117. 3:16Absolutely insane. I love this style of
  118. 3:17content, and I try to bring as many
  119. 3:19people over from the business side of
  120. 3:21the world to the GoHighLevel side of the
  121. 3:22world. And I'm about to show you why.
  122. 3:24So, my most recent post was on a pool
  123. 3:26cleaning company. Pretty
  124. 3:27self-explanatory. They come to your
  125. 3:29house, they clean your pool, and they
  126. 3:30leave. Nine out of 10 times, these
  127. 3:31companies work in a subscription base,
  128. 3:33which means they have to keep coming
  129. 3:34back to your house once a week or once a
  130. 3:36month or maybe once every 2 weeks. It
  131. 3:38depends on what you schedule. And when a
  132. 3:39company does that and they keep seeing a
  133. 3:41customer over and over again, they need
  134. 3:43a good CRM and automation to organize
  135. 3:45that. So, for this example, I'm going to
  136. 3:47create an AI automation builder that is
  137. 3:49specifically made for a pool cleaning
  138. 3:51company. I already typed it out, so I'm
  139. 3:53going to paste it right here. And here
  140. 3:54it is. Now, for the start, it's pretty
  141. 3:57intense. This basically covers almost
  142. 3:59every aspect of cleaning company all in
  143. 4:01one single automation. I'm going to read
  144. 4:03it off to you guys, and then we're going
  145. 4:04to break it down. So, I asked ChatGPT,
  146. 4:06"Can you create me a good prompt for the
  147. 4:08AI automation builder inside of
  148. 4:09GoHighLevel? I want it to be around a
  149. 4:11pipeline and opportunity and moving from
  150. 4:12multiple stages within the pipeline for
  151. 4:15a pool cleaning company." So, if you
  152. 4:16don't know what pipeline and
  153. 4:17opportunities are, basically, they are
  154. 4:19how you organize a business in terms of
  155. 4:21stages. So, for example, let's say
  156. 4:23someone's running a Facebook ad, someone
  157. 4:25fills out the Facebook form, and they
  158. 4:26get an automatic text. Well, the first
  159. 4:28stage would probably be lead. And the
  160. 4:30second stage might be lead responded.
  161. 4:32And then the third stage could be paying
  162. 4:34customer. And the fourth stage could be
  163. 4:36leave a review. So, as you can see, the
  164. 4:37stage keeps progressing until you have a
  165. 4:39customer that's paid and maybe even left
  166. 4:41a review on Google. That was a pretty
  167. 4:43basic example. It could be for anything
  168. 4:44inside of any business. You're just
  169. 4:46separating the business operations in
  170. 4:47stages. So, that's what we're doing
  171. 4:49right here. The stages should be when
  172. 4:50you get a lead from Google or Facebook,
  173. 4:52it leads to an automated message to that
  174. 4:54lead that has a 14-day, five text
  175. 4:57message follow-up campaign. So, I'm
  176. 4:58basically asking it to follow up with
  177. 5:00the lead whenever someone comes in from
  178. 5:02Facebook or Google, and I want them to
  179. 5:03send five messages in a span of 14 days.
  180. 5:06The next stage of the pipeline should be
  181. 5:07when the customer responds, and that
  182. 5:09triggers the automation to notify the
  183. 5:11business owner that they got a response.
  184. 5:12And then if the response has a no in it,
  185. 5:14it removes the lead from the automation
  186. 5:16entirely after moving them to the stage
  187. 5:18in the pipeline for dead leads. So,
  188. 5:19basically, what I said there is if the
  189. 5:21customer responds to the automated text,
  190. 5:23then we want to notify the business
  191. 5:24owner or the employee so they know to
  192. 5:26respond. However, if they say no in the
  193. 5:29text do not want the service at all, I
  194. 5:31want the automation to automatically
  195. 5:33remove that customer. I don't want to
  196. 5:34deal with them. They said no, let's
  197. 5:35leave it at that. And then I wanted them
  198. 5:37to create a stage called dead leads so
  199. 5:39that the company knows how many leads
  200. 5:40are dying from that Facebook and Google
  201. 5:42ad. All right, guys, next I said I also
  202. 5:43want there to be a stage for when leads
  203. 5:45say yes to the service that moves them
  204. 5:47to the paying customer stage. Now, that
  205. 5:49part I probably could have explained
  206. 5:50better, but for right now, we're just
  207. 5:51going to see how it does. After that, I
  208. 5:52said this happens when they begin paying
  209. 5:54for the service, which can also be put
  210. 5:56into the automation. Then after that, I
  211. 5:58want the final stage to be for existing
  212. 6:00customer base to send automated messages
  213. 6:02every time their cleaning service is
  214. 6:03coming up for the week. So, basically,
  215. 6:05what I'm saying is every time they have
  216. 6:06a service on Tuesday, I want them to get
  217. 6:08a message that says, "Hey, we're going
  218. 6:09to be there in 10 minutes." Whatever it
  219. 6:11may be, I can obviously change it later,
  220. 6:13but this is the entire system that I
  221. 6:14would build on the backbone of a pool
  222. 6:16cleaning service like the one that
  223. 6:18helped me today. So, let's see what
  224. 6:19happens. I'm going to press send, and
  225. 6:21hopefully ChatGPT can help me out. And
  226. 6:23we're off. ChatGPT is super quick, guys.
  227. 6:25As I'm recording this video, we're
  228. 6:26currently on ChatGPT 5.2, and it's
  229. 6:29already built out pretty much everything
  230. 6:31that we need. I mean, this is pretty
  231. 6:34crazy, guys. I'm going to end up copying
  232. 6:36this entire section and then pasting it
  233. 6:38over inside of GoHighLevel. So, let's
  234. 6:40work on that right now. I'm going to
  235. 6:42copy from here and then go all the way
  236. 6:44down. I'm going to stop right here
  237. 6:45because the end is technically just for
  238. 6:47me. So, let's copy. At the end, ChatGPT
  239. 6:49asked me if I wanted the exact SMS
  240. 6:51scripts optimized for conversions, the
  241. 6:53pipeline layout visually structured so I
  242. 6:55can go create it inside of GoHighLevel
  243. 6:56because obviously, automations don't
  244. 6:58create the pipeline and opportunity. You
  245. 6:59have to do that yourself. version
  246. 7:01designed specifically for high-ticket
  247. 7:02pool installs or a white-labeled version
  248. 7:04for your Blue Collar Cheat Code Course,
  249. 7:06which of course is something that I've
  250. 7:07already built. And ChatGPT knows me so
  251. 7:09well, they know my business, so that's
  252. 7:11why they asked that right there. And if
  253. 7:12you don't know about Blue Collar Cheat
  254. 7:13Code, definitely check it out. It's
  255. 7:14completely free in the link in the
  256. 7:15description below. The video that I
  257. 7:17filmed for the pool cleaning company, I
  258. 7:18have an entire breakdown inside of Blue
  259. 7:20Collar Cheat Code completely for free
  260. 7:21that shows exactly how I edited that
  261. 7:23video, which that pool company can now
  262. 7:25use as an ad on Facebook, Google, etc.
  263. 7:28Really freaking cool, and you get to
  264. 7:29just see everything behind the scenes.
  265. 7:31But anyway, you guys already know that.
  266. 7:32Link in description, Blue Collar Cheat
  267. 7:33Code completely for free. All right,
  268. 7:34let's take this copied prompt and paste
  269. 7:36it over inside of GoHighLevel. We're
  270. 7:38going to click right here. We're going
  271. 7:39to click paste. Doesn't really matter
  272. 7:40about the spacing or any of this. It's
  273. 7:42going to know what to do. Click enter,
  274. 7:43and we're already going to work. All
  275. 7:46right, guys, it took me inside of the
  276. 7:47builder. It's thinking. This part can
  277. 7:49take a while, so I'm going to
  278. 7:51fast-forward through it. It can usually
  279. 7:52take anywhere from a couple minutes to
  280. 7:54upwards of 10 or even 15 minutes,
  281. 7:56depending on how intricate the
  282. 7:57automation is, but this one should only
  283. 7:59take about 4 or 5 minutes, but we will
  284. 8:01see. All right, about 5 minutes have
  285. 8:02passed, and it has created the
  286. 8:05automation. Now, let's check it out.
  287. 8:07Let's see what this looks like. I'm
  288. 8:09going to get rid of the AI assistant
  289. 8:10right here, and then I'm going to zoom
  290. 8:12out real quick. And let's see how crazy
  291. 8:14this automation is. Wow, this is
  292. 8:17actually not bad at all. I thought it
  293. 8:18would be way bigger than this, so I'm
  294. 8:20pretty happy, but let's break it down
  295. 8:22and make sure it makes sense cuz if you
  296. 8:23don't understand the automation, then
  297. 8:25you can never go back in and fix it,
  298. 8:27change it, adapt it. So, the first thing
  299. 8:29I want to do, no matter what, because
  300. 8:30people do this all the time or they
  301. 8:31forget to do this all the time, is I
  302. 8:33want to name it so I don't forget it.
  303. 8:35So, I just called it pool cleaning
  304. 8:36automation, and then I want to to save
  305. 8:38it, which I believe I already have saved
  306. 8:39because I have it on auto save. But if
  307. 8:41you don't have auto save, then click
  308. 8:42save at the top right. You do not want
  309. 8:43to lose it, or you're just going to have
  310. 8:45to do all of that over again. All right,
  311. 8:46guys, starting with all of these at the
  312. 8:48top, these are our trigger links. These
  313. 8:50trigger everything to occur. So, we need
  314. 8:52to make sure the trigger links are
  315. 8:54perfect because you can't have a good
  316. 8:55automation without something triggering
  317. 8:57the events. So, the first trigger is a
  318. 8:59Facebook lead form submitted, which is
  319. 9:01exactly what we asked for. It's saying
  320. 9:02whenever someone submits a lead form on
  321. 9:04Facebook, which is how we run our ads,
  322. 9:06then it will trigger all the other
  323. 9:07events to occur. Now, obviously, we
  324. 9:09haven't chosen a Facebook lead form yet
  325. 9:11because we haven't built one, but if we
  326. 9:12did build one, we would see it right
  327. 9:14here. I have tons of videos on this
  328. 9:15already on YouTube, so I'm not going to
  329. 9:16break it down, but we would just click
  330. 9:18the form right here and click save
  331. 9:19trigger. Next, we have form submitted
  332. 9:21trigger. This is on the website, so of
  333. 9:22course, we're going to have a pool
  334. 9:23cleaning website. That pool cleaning
  335. 9:25website's going to have a form, and then
  336. 9:26we're just going to filter it out and
  337. 9:27click the form that we want. So, form is
  338. 9:30going to click right here, and we're
  339. 9:31going to click on the form. Once again,
  340. 9:32we don't have a form for this cuz this
  341. 9:34is just an example, but we would click
  342. 9:35it right there and save the trigger.
  343. 9:37After that, we've got TikTok form
  344. 9:38submitted. Now, I don't remember doing a
  345. 9:40TikTok one. I'm pretty sure my prompt
  346. 9:42asked for Google, so let me click on
  347. 9:44this real quick. And for this situation,
  348. 9:45if I wanted to do more of a Google lead
  349. 9:48form, I could go do that. Or if I just
  350. 9:50wanted to get rid of TikTok in general,
  351. 9:52I can click delete and just say, "Hey,
  352. 9:53we're not running TikTok. I don't want
  353. 9:55to run TikTok. Let's delete it." And we
  354. 9:56can just keep our website form submitted
  355. 9:58right here, because for the most part
  356. 9:59when you're running Google Ads, it goes
  357. 10:00straight to the website anyway. So,
  358. 10:02we'll just pretend this one is Google
  359. 10:03cuz it pretty much is. Next, we have
  360. 10:05contact tag. The contact tag is hot
  361. 10:08lead, and it obviously wants us to
  362. 10:09create that. So, we would type in hot
  363. 10:11lead and click add new tag. Then, we'd
  364. 10:13click save trigger, and we move over
  365. 10:15here to customer replied. This triggers
  366. 10:17all the events when a customer replies
  367. 10:19to the workflow. So, if we click add
  368. 10:20filter, click select, we can click on
  369. 10:22replied channel, and we can say that
  370. 10:24they replied to a chat widget, email,
  371. 10:26live chat, or SMS. We're most likely
  372. 10:28going to do SMS because that's what the
  373. 10:29entire automation is based around, but
  374. 10:31we could do this with any different
  375. 10:32channel, and we could have told Chat GPT
  376. 10:34to only do this for Facebook and then do
  377. 10:36a Facebook Messenger reply. It just
  378. 10:38depends on how you want to create it,
  379. 10:39but these are things that you need to
  380. 10:40know before you start automating. Click
  381. 10:42save. Next, we've got payment received.
  382. 10:45So, this is where it starts getting a
  383. 10:46little bit more complicated, and there's
  384. 10:48a reason I don't necessarily use AI
  385. 10:50Builder to do everything for me. And the
  386. 10:52reason being is because I don't like
  387. 10:54having all my automations in one
  388. 10:56automation. It's honestly way too
  389. 10:57stressful. I personally like to separate
  390. 10:59my automations based off the trigger
  391. 11:01events. So, what that means is I would
  392. 11:03not have this payment received as part
  393. 11:06of this automation. I would separate it
  394. 11:08completely and make a brand new
  395. 11:09automation that only has the payment
  396. 11:11received option. You'll understand that
  397. 11:13when we go more in depth down here, but
  398. 11:14that's personally just how I do it. I
  399. 11:16can have Chat GPT help me out with that,
  400. 11:18but that's exactly what I would do for
  401. 11:20this trigger event. Make a brand new
  402. 11:21automation for it. Same thing over here
  403. 11:23with customer booked appointment. I
  404. 11:25would most likely change this and turn
  405. 11:27it into its own automation because this
  406. 11:29is completely based off someone booking
  407. 11:30an appointment, and I want that to be
  408. 11:32separate from this primary automation.
  409. 11:34We're going to click add filter, click
  410. 11:35select, click in calendar, and then we
  411. 11:37would just choose the calendar that we
  412. 11:39created for the pool cleaning company.
  413. 11:41Pretty simple, and nothing too crazy
  414. 11:42there either. Save the trigger, and
  415. 11:44that's pretty much it for our trigger
  416. 11:45events. Now, let's come down here to the
  417. 11:47actions and see what actually happens
  418. 11:49when a lead enters this automation. The
  419. 11:51first thing is it creates or updates the
  420. 11:53contact. That's perfectly fine. The next
  421. 11:55thing is it adds a tag that says new
  422. 11:57lead. That's also easy to follow. Next,
  423. 11:58we have create pipeline opportunity. So,
  424. 12:00notice how it didn't pick a pipeline or
  425. 12:02a pipeline stage for us. That's because
  426. 12:04we didn't have one. We still need to go
  427. 12:06into the pipeline and opportunity
  428. 12:07section and create the stages that Chat
  429. 12:09GPT told us to, and then we would add
  430. 12:11those pipelines and stages right here.
  431. 12:13So, although the AI Builder can do a lot
  432. 12:15for us, it can't do things that we
  433. 12:17haven't already done in different
  434. 12:18sections of Go HighLevel. I still need
  435. 12:20to go create the pipeline, I need to
  436. 12:22create the stages, and I need to create
  437. 12:23the opportunities. Once I do that, I can
  438. 12:25come back in here and choose the ones
  439. 12:26that I want. Now, the pipeline one is
  440. 12:28easy because there's only one pipeline,
  441. 12:29so I know exactly which one to choose.
  442. 12:31Therefore, I would choose that pipeline,
  443. 12:32choose the beginning stage, and then
  444. 12:34save. After that, we have an internal
  445. 12:36notification. This notification is
  446. 12:38triggered whenever there is a new lead.
  447. 12:40So, it's going to say new pool cleaning
  448. 12:42lead, and then it's going to message the
  449. 12:44person who is in charge of that account,
  450. 12:46whether that's the owner of the pool
  451. 12:47company or maybe one of their employees.
  452. 12:49Right now, it's every single user under
  453. 12:51that subaccount, but if you wanted to,
  454. 12:52you could just choose a particular user
  455. 12:54and select them from here. There you go,
  456. 12:56and save. After that, we have the start
  457. 12:5714-day lead nurture drip. It has a batch
  458. 13:00size of 100 contacts, and it is going to
  459. 13:02do a 14-day follow-up. We're going to
  460. 13:04click save action, and I just noticed
  461. 13:06something. It doesn't allow us to do 14.
  462. 13:08It says we can only do seven. This
  463. 13:09personally isn't how I would do a
  464. 13:11follow-up campaign. I would just create
  465. 13:13the automations within a wait time
  466. 13:15between each one. I'm actually going to
  467. 13:17show you what that looks like really
  468. 13:17quick. I'm going to save this just in
  469. 13:19case, but what I would do instead of
  470. 13:20this drip campaign is I'd click plus,
  471. 13:22type in wait, click on wait, and do a
  472. 13:24time delay and just change the time
  473. 13:26delay every couple days. So, let's wait
  474. 13:281 day, then click on save action, and
  475. 13:30then you would put in an SMS or a
  476. 13:32follow-up. So, there we go. We've got an
  477. 13:33SMS right here. You would type in your
  478. 13:35follow-up message and press save. Then,
  479. 13:37you would just do that again, so we can
  480. 13:38actually click these three dots, copy
  481. 13:40the action, paste them below the SMS,
  482. 13:43wait again. This time, let's wait like 2
  483. 13:45days, save the action, and then do this
  484. 13:47over and over again. Copy the SMS, paste
  485. 13:50it below the wait time, change the
  486. 13:51message to follow-up message two. You
  487. 13:53can have Chat GPT come up with all the
  488. 13:54messages for you. I'm pretty sure they
  489. 13:56already did down here, but I'm not
  490. 13:58exactly seeing them. So, I'm wondering
  491. 14:00what exactly they did in this campaign.
  492. 14:03All right, guys. So, down here, there's
  493. 14:04a lot going on. I'm going to look at
  494. 14:05this and see if I can figure it out. So,
  495. 14:06the first one's a premium action. Some
  496. 14:08of you watching might not have premium
  497. 14:10actions. That's totally fine. You can
  498. 14:11have Chat GPT fix that for you, or you
  499. 14:13can just come over here to the builder,
  500. 14:15which is this little star icon over to
  501. 14:16the left, and we can say, "I do not want
  502. 14:19any premium actions in this builder."
  503. 14:25Let's see what it does. All right, guys.
  504. 14:26It did in fact change it for me. I asked
  505. 14:28it to do it over here, and we see it
  506. 14:30completely changed it. This time, it did
  507. 14:33keyword. So, it's basically looking for
  508. 14:35keywords or phrases that contain these
  509. 14:37words: yes, interested, quote, or
  510. 14:38schedule. You can add as many of these
  511. 14:40as you want, or you can just remove it
  512. 14:42entirely and do it manually. What I mean
  513. 14:43by that is instead of it having an
  514. 14:45automated response based off the
  515. 14:47customer's response, you can just handle
  516. 14:48it yourself as the business owner. When
  517. 14:50someone responds, you go in there and
  518. 14:51you answer for them. Tons of business
  519. 14:53owners do this. It's very normal. You
  520. 14:54don't need to automate everything, but
  521. 14:56for this example, we're building
  522. 14:57automation, so we're going to try our
  523. 14:59best. So, here we go. We know our intent
  524. 15:01now. Our intent is to find people that
  525. 15:03are replying yes. We want people that
  526. 15:04are interested. And then, we also can
  527. 15:06detect negative keywords. So, when they
  528. 15:08say no or not interested or stop, we
  529. 15:10have that as well. And then, based off
  530. 15:11of those, I'm actually going to come
  531. 15:12back over here to the AI Assistant and
  532. 15:15ask it to create the automation
  533. 15:16campaigns based off of if they say yes
  534. 15:19or no. And I'm going to delete the ones
  535. 15:20up here cuz obviously we don't need
  536. 15:21those. That was just an example. All
  537. 15:23right, guys. I said, "Create a 14-day
  538. 15:24SMS follow-up with five messages for
  539. 15:26when a customer replies with positive
  540. 15:28keywords, and if they respond with
  541. 15:29negative, please remove them from the
  542. 15:31automation entirely and from the contact
  543. 15:33list." So, let's press enter, and let's
  544. 15:35see if it does it. The reason I want to
  545. 15:36move them from the list entirely is
  546. 15:37because there are a lot of regulations
  547. 15:39with text messaging, and if you keep
  548. 15:41these people on your list forever,
  549. 15:42you're probably going to end up
  550. 15:43messaging them again. It's just how
  551. 15:44contact lists work. You forget which
  552. 15:46ones responded with no, you send a mass
  553. 15:48text message, and then they get mad and
  554. 15:49mad and mad. And if you do that too many
  555. 15:51times, you're going to get banned from
  556. 15:53being able to text message anyone at
  557. 15:55all. And that is a big red flag. You do
  558. 15:56not want this to happen to your agency,
  559. 15:58and you do not want it to happen to your
  560. 15:59clients. So, we're protecting ourselves
  561. 16:01by getting them completely out of the
  562. 16:03contact list entirely. All right, guys.
  563. 16:05That was crazy fast. That took like 20
  564. 16:07seconds. It's already completely done.
  565. 16:08We have the entire SMS follow-up
  566. 16:10campaign right here for when they say
  567. 16:12yes, and then we have delete contact for
  568. 16:14when they say no. I mean, guys, it does
  569. 16:16not get simpler than this. It's just
  570. 16:18doing everything I'm asking it to do. I
  571. 16:20know I say this all the time in my
  572. 16:21videos, but I really wish I had this
  573. 16:23stuff when I started Go HighLevel 4
  574. 16:24years ago because it's just not even
  575. 16:26fair anymore. Anyone who's just starting
  576. 16:27with Go HighLevel, you're very spoiled,
  577. 16:29and you are still getting in at an
  578. 16:30amazing time where AI is taking over,
  579. 16:33and you can utilize AI the correct way
  580. 16:35like we're doing right here in this
  581. 16:36video to help create systems that
  582. 16:38everyday business owners just can't do.
  583. 16:39A regular business owner who cleans
  584. 16:41pools for a living is going to have no
  585. 16:42idea what any of this means. And a lot
  586. 16:43of you watching this may have no idea
  587. 16:45what any of this means, but that doesn't
  588. 16:46matter because you're going to continue
  589. 16:48to watch these videos until you figure
  590. 16:49it out. You're going to continue to play
  591. 16:50with it, and once you figure it out, you
  592. 16:52can help that business owner, help all
  593. 16:54of those people who not only do not know
  594. 16:56what this means, but are never going to
  595. 16:58know what it means. And that's totally
  596. 16:59fine. That's why businesses exist. We do
  597. 17:01the things that other people don't or
  598. 17:03can't do. So, as you can see, we've got
  599. 17:04the full SMS follow-up. The first text
  600. 17:06message is right here. Just checking to
  601. 17:08see how everything is going. We're here
  602. 17:09if you have any questions or need
  603. 17:10assistance. Then, it waits 3 days, sends
  604. 17:12another text message, and that one is
  605. 17:14right here. This is a reminder for your
  606. 17:15upcoming appointment. Please let us know
  607. 17:17if you have any questions or need to
  608. 17:18reschedule. And this goes on for
  609. 17:20multiple, in fact, five text messages,
  610. 17:23and it waits 4 days, 3 days, 3 days, and
  611. 17:263 days, all right here. Pretty much
  612. 17:28exactly the way that we asked it to do.
  613. 17:31So, now are we completely done? Is this
  614. 17:33everything that we wanted? Absolutely
  615. 17:35not. There are a ton of different things
  616. 17:37that were not added in this automation,
  617. 17:39but like I said previously, I don't want
  618. 17:40them all added. I want to create them
  619. 17:42separately. So, ultimately, what I would
  620. 17:44do is I would come back up here, and I
  621. 17:46would probably get rid of some of these
  622. 17:48options. I would get rid of payment
  623. 17:49received. I would get rid of customer
  624. 17:51booked appointment, and I would keep
  625. 17:53this follow-up campaign specifically for
  626. 17:55when a lead comes into the system. leads
  627. 17:59are coming in through Facebook Ads and
  628. 18:00Google Ads, as you
  629. 18:06a third of the way done with the entire
  630. 18:08system build out for the pool cleaning
  631. 18:10company. That's pretty good. We could
  632. 18:11have knocked this out in about 10
  633. 18:12minutes. AI is just crazy fast. So, we
  634. 18:15could actually click this from draft to
  635. 18:16publish, click save, and we're good to
  636. 18:18go. But before I do that, I always go
  637. 18:19over to the settings option, and I make
  638. 18:21sure that we have stop on response
  639. 18:23because I want to make sure that nobody
  640. 18:24gets followed up with after they
  641. 18:26respond. If a customer responds on
  642. 18:27message three, they better not be sent
  643. 18:29message four and five. So, always make
  644. 18:31sure you have stop on response if you're
  645. 18:32doing a simple follow-up campaign. Then,
  646. 18:34click save at the top right. Now, we do
  647. 18:36have an issue while saving. There is
  648. 18:37some problem with this workflow data.
  649. 18:38Delete contact action has a corrupted
  650. 18:40type. Please reload your workflow. All
  651. 18:42right, let's go see what it is. This
  652. 18:43happens pretty often. So, if I scroll
  653. 18:44down here to delete workflow, I click
  654. 18:46the error. It says, "Remove contact from
  655. 18:48workflow. Workflow selection is
  656. 18:50required." So, let's click on that, and
  657. 18:52we want current workflow. Click save
  658. 18:53action. There we go. Then, click save.
  659. 18:55Create pipeline opportunity. Oh, it's
  660. 18:57because the pipeline hasn't been
  661. 18:59created. So, let me scroll back up to
  662. 19:00that. I'm going to select a random
  663. 19:02pipeline right now, the test pipeline,
  664. 19:04but like I said previously, you do have
  665. 19:05to have a pipeline done in order to do
  666. 19:07this. So, we would have just created
  667. 19:08this before. We're going to do the
  668. 19:09stage. We're just going to say new lead
  669. 19:11and click save. All right, it says zero
  670. 19:13errors at the top left. We should be
  671. 19:14good. So, we can head on back. All
  672. 19:17right, guys. Once the automation is
  673. 19:18done, I'm going to come over here to
  674. 19:19opportunities, and this is where I would
  675. 19:20have created that pipeline and
  676. 19:21opportunity in order to pull this all
  677. 19:23off. So, we would click on pipeline
  678. 19:24right here, click create pipeline, and
  679. 19:26we would add the stages that Chat GPT
  680. 19:28told us to add, and then we can just
  681. 19:30name the pipeline anything that we want.
  682. 19:31And then, you can go back to the
  683. 19:32automation and click on all of those
  684. 19:35stages and opportunities, and you're
  685. 19:36good. That's exactly how you create a
  686. 19:39custom automation for a specific
  687. 19:41business model and have Chat GPT do all
  688. 19:43the heavy lifting for you. Now, none of
  689. 19:45that will make any sense to you if you
  690. 19:47don't already know how to use
  691. 19:48automation. And for a lot of you
  692. 19:49watching this, you might just want to
  693. 19:50create those workflows from scratch.
  694. 19:52That's what I do all the time, but the
  695. 19:54building with AI tool just makes it a
  696. 19:55lot easier. And using Chat GPT is very,
  697. 19:58very helpful. You can use it for pretty
  698. 20:00much anything within GHL. So, for
  699. 20:02instance, I asked it to create the SMS
  700. 20:04scripts. Let's see what it does. And
  701. 20:06right now, as you can see, it is writing
  702. 20:08all of the messages for me. Message for
  703. 20:09day one, message for day two, day three,
  704. 20:12day four, and day five. All of the
  705. 20:13messages completely done. Now, this is
  706. 20:16where it gets absolutely insane. What if
  707. 20:18I wanted it to automatically respond for
  708. 20:20me? What if I didn't want the business
  709. 20:22owner to respond? Well, in 2026, that's
  710. 20:24possible. Check this out. I'm going to
  711. 20:26ask AI if it can help me train AI. So,
  712. 20:28as you can see, I said, "Can you help me
  713. 20:30train my AI bot on how to answer all the
  714. 20:32questions for the pool cleaning
  715. 20:33company?" So, check this out. It says,
  716. 20:34"Bot roll plus goal, paste into the
  717. 20:36instructions {slash} system prompt." So,
  718. 20:38you just take this goal, you copy it. We
  719. 20:40have quick qualifications. We can copy
  720. 20:42that, too. Default answers to common
  721. 20:44questions, copy and paste into the
  722. 20:45knowledge base. I mean, it tells you
  723. 20:46everything you need to know. It's still
  724. 20:48going. This is absolutely insane. This
  725. 20:51is crazy, guys. When you start to
  726. 20:53understand this, when you start to
  727. 20:54unlock all of these things, and you
  728. 20:56realize you can just take all of this
  729. 20:57knowledge, come back into GoHighLevel,
  730. 20:59click on AI agents, go over to
  731. 21:01conversation AI, create a bot, create a
  732. 21:03prompt-based bot right here. For right
  733. 21:05now, we'll just do general Q&A, but we
  734. 21:07could do appointment booking. It doesn't
  735. 21:08really matter. Click continue, call it
  736. 21:10pool cleaning bot, click on autopilot
  737. 21:13for responses, because we want it to
  738. 21:15actually respond. We can have all the
  739. 21:16supported channels, yada yada yada.
  740. 21:18Click save, and then come over here to
  741. 21:19bot goals. We have personality and goal.
  742. 21:22Then we have additional information
  743. 21:23right here. Let's go back to Chat GPT.
  744. 21:26We're going to copy the goal.
  745. 21:28Copy it right here,
  746. 21:29and paste it right here. And then, of
  747. 21:32course, we would put in the company name
  748. 21:33right here, but it even knew to put the
  749. 21:35brackets in, so that it will
  750. 21:36automatically put in the company name.
  751. 21:38Absolutely insane. And then we have
  752. 21:40additional information we can put right
  753. 21:41there, and we even have its personality.
  754. 21:43So, I can go back to Chat GPT, and
  755. 21:45honestly, it probably gave me the
  756. 21:46personality in here, but I don't see it,
  757. 21:48so I'm just going to type it in right
  758. 21:49here. I said, "Can you do the
  759. 21:50personality, as well?" I mean, this is
  760. 21:52genuinely insane. We've got option A,
  761. 21:53friendly pro. Option B, luxury. Option
  762. 21:56C, blue-collar, down-to-earth. Honestly,
  763. 21:58that's probably the one that I want. And
  764. 21:59then we have option D, which is ultra
  765. 22:00conversion, most direct. We also have
  766. 22:02never do, if you're unsure. This is
  767. 22:04absolutely crazy. You guys are watching
  768. 22:05my reaction in real time for how insane
  769. 22:07this is. Uh, we're going to do option C.
  770. 22:09So, copy this right here. Going to paste
  771. 22:11that in personality. Boom, and save. We
  772. 22:15also have additional information. This
  773. 22:17doesn't really matter right now. We
  774. 22:18would actually go over to bot training.
  775. 22:20Click on knowledge base, and put in the
  776. 22:22description for the knowledge base. So,
  777. 22:23we're going to put a name right here,
  778. 22:24pool cleaning company. And then, we're
  779. 22:27going to just put in pool cleaning
  780. 22:29company. And then, for the description,
  781. 22:30I put pool cleaning company that needs
  782. 22:31to get customers taken care of when they
  783. 22:33sign up for the service, and
  784. 22:34communicating when to schedule
  785. 22:35appointments. Pretty simple. You only
  786. 22:36have 175 characters, and that's 140. So,
  787. 22:39we're just going to keep it at that.
  788. 22:40Click create. It's going to open a brand
  789. 22:42new tab right here. And we have a ton of
  790. 22:43different options. We can either do a
  791. 22:45web crawler, if you have an actual
  792. 22:46website for the pool company, you're
  793. 22:48going to paste that into web crawler.
  794. 22:50So, you click on add source, click on
  795. 22:51web crawler, paste in the URL right
  796. 22:53here, and then it's going to study the
  797. 22:55entire website and understand everything
  798. 22:57on it. So, you could do this if you have
  799. 22:58the website done, or we could go over to
  800. 23:00FAQs, click on add source, click add
  801. 23:02FAQ. And then you can put the questions
  802. 23:04and the answers right here. And if
  803. 23:05you're wondering where to find those,
  804. 23:07Chat GPT did it for us already. Check
  805. 23:09this out. If I scroll all the way back
  806. 23:10up here, we have all the FAQs. As you
  807. 23:12can see, number three is common
  808. 23:14questions, so we can copy and paste all
  809. 23:16of these in the answer for when they ask
  810. 23:18what type of services do we have. And
  811. 23:20then for pricing, we can put this right
  812. 23:21here. What's included in weekly service?
  813. 23:23Put that right there. Copy, paste, copy,
  814. 23:25paste, copy, and paste. FAQ intense. We
  815. 23:28can add these as keyword {slash} intense
  816. 23:30for the bots. I mean, this is just nuts,
  817. 23:32guys. We would basically just be doing a
  818. 23:33lot of copying and pasting. Once you
  819. 23:35have all your questions in here, there's
  820. 23:36also another thing that you can do,
  821. 23:38which is really, really cool. You can do
  822. 23:40something called rich text. So, I can go
  823. 23:41to add source, click on rich text, and
  824. 23:43this is probably the most useful thing
  825. 23:45that you can do. It's probably better
  826. 23:47than everything else. We can go to the
  827. 23:48Chat GPT automation, copy everything we
  828. 23:51see right here. Literally everything.
  829. 23:53Scroll all the way down, press copy, and
  830. 23:56then paste it all into rich text. Once
  831. 23:58you have that whole thing copied and
  832. 23:59pasted, it doesn't even have to look
  833. 24:00nice. Type in the name right here. I
  834. 24:02just typed in Chat GPT summary, click
  835. 24:04save. And it's not only going to save
  836. 24:05everything we just did, it's learning
  837. 24:07everything we just did. And now the
  838. 24:09knowledge base is feeding it to the
  839. 24:10GoHighLevel AI chatbot. So, let's go
  840. 24:12test it out. Going to click back right
  841. 24:13here. Going to go to conversation AI.
  842. 24:15Going to click on agent list. Go to the
  843. 24:17pool cleaning bot. Going to click on bot
  844. 24:19training. Click on knowledge base, click
  845. 24:21on pool cleaning company. And then, as
  846. 24:22you can see right here, we've got one
  847. 24:24rich text available. So, let's see if it
  848. 24:26worked. I'm going to type in, "What does
  849. 24:28your company do?" Let's see if the AI
  850. 24:31bot knows what we do. It says, "We
  851. 24:33handle pool cleaning and maintenance
  852. 24:34weekly, bi-weekly, or one time. We do
  853. 24:36chemical balancing, skimming, vacuuming,
  854. 24:38filter checks, and green pool recovery.
  855. 24:40What kind of pool do you have?" Wow,
  856. 24:41this is crazy. I said, "30-ft by 20-ft
  857. 24:44in-ground with a diving board, 10 ft
  858. 24:46deep." Press enter. "Got it, thanks. Is
  859. 24:48your pool currently clean, or does it
  860. 24:49need some serious work, like rainwater
  861. 24:51or lots of debris, and what city are you
  862. 24:53in?" This is insane. This is actually
  863. 24:55insane. It knows everything. It
  864. 24:56literally knows everything so quickly,
  865. 24:58so easily. You guys need to be doing
  866. 25:00this. You need to be selling this. It's
  867. 25:01just outrageous. I'm going to keep
  868. 25:03answering a couple more questions, and
  869. 25:04let's see where it takes us. I said I
  870. 25:05live in Scottsdale, Arizona, and yes,
  871. 25:07it's very green. It says, "Thanks for
  872. 25:09the details. Green pools need a bit more
  873. 25:11work, so pricing usually starts higher.
  874. 25:12Are you looking for a one-time clean or
  875. 25:14ongoing service?" I'm going to say
  876. 25:15ongoing service. Wow, this is
  877. 25:17incredible. "Thanks. Is your pool
  878. 25:18chlorine or salt water? Also, can I get
  879. 25:21your full address and the best phone
  880. 25:22email to reach you? That way I can get
  881. 25:24you a quote." Unbelievable, guys. It did
  882. 25:26exactly what it was supposed to do,
  883. 25:28collect information from the customer,
  884. 25:30but also answer their questions in a
  885. 25:31timely manner. Now, that, my friends, is
  886. 25:33what the automation was built around.
  887. 25:36Yes, you can have the follow-up
  888. 25:37campaign, but as soon as that follow-up
  889. 25:39works, and you get a response, there is
  890. 25:41nothing better than having this bot that
  891. 25:43is completely trained. And by the way,
  892. 25:45trained in five freaking minutes by Chat
  893. 25:47GPT, it can now answer the questions,
  894. 25:49set up the meetings, collect the
  895. 25:50information from the customer, answer
  896. 25:52everything, pretty much do everything
  897. 25:54that the business owner needs done
  898. 25:55before they actually go and visit the
  899. 25:57site. This is proof that you guys could
  900. 25:58create an entire automation built on the
  901. 26:00backbone of an AI chatbot for a pool
  902. 26:02cleaning company, just like the one that
  903. 26:04worked at my house today, and you could
  904. 26:05sell this to that company in a
  905. 26:06heartbeat. So simple, so easy.
  906. 26:09Everything's done for you. I feel weird
  907. 26:11filming this video. I feel like I'm not
  908. 26:12even needed anymore. I mean, I just
  909. 26:13learned four years of GoHighLevel, so
  910. 26:15that AI can do all of it in seconds.
  911. 26:17It's pretty awesome, and I'm really
  912. 26:18happy for you guys, but man, this is
  913. 26:20just some crazy, crazy stuff, and you
  914. 26:22guys need to be taking advantage of it
  915. 26:23while you can. Now, obviously, there's a
  916. 26:25ton more I could have done, but this
  917. 26:26video's already pretty long, so I don't
  918. 26:28want to go more in-depth. If you guys
  919. 26:30want more in-depth videos, then just
  920. 26:31sign up right now as an affiliate. Go
  921. 26:33check out my link in the description
  922. 26:34below. I'm going to break down
  923. 26:36everything that you get when you become
  924. 26:38an affiliate with Dominic Baptist plus
  925. 26:40Declan O'Reilly. So, check it out. All
  926. 26:42right, guys. For anyone who stuck around
  927. 26:43till the end, if you want to become an
  928. 26:45affiliate of mine, click the link in the
  929. 26:46description below, and you will get
  930. 26:48access to all of this. Everything that
  931. 26:50I've ever built, plus everything that
  932. 26:51Declan O'Reilly has ever built. It is
  933. 26:53all right here in the HighLevel AI SaaS
  934. 26:55Lab. We've got the beginner videos for
  935. 26:57anyone who's brand new to GoHighLevel,
  936. 26:58which is a lot of you guys watching.
  937. 27:00We've got the videos that teach you how
  938. 27:01to master GoHighLevel the right way.
  939. 27:03We've got videos on how to get clients,
  940. 27:05which seems to be one of the more
  941. 27:06difficult things that GoHighLevelers
  942. 27:07have to do when they first get started.
  943. 27:09But after watching these videos and
  944. 27:11really getting into it, I promise, it
  945. 27:12becomes so much easier. We even teach
  946. 27:14you how to build systems that get you
  947. 27:16clients. On top of that, you get a ton
  948. 27:18of snapshots. Pretty much any snapshot
  949. 27:19that you could ever want, we've got
  950. 27:21right in here with multiple niches,
  951. 27:22multiple industries. There's no other
  952. 27:24community doing it like this. Scroll
  953. 27:25down a little bit more. We've got
  954. 27:26fulfillment and offers, which is another
  955. 27:29aspect of GHL that agencies struggle
  956. 27:31with. Is what do you offer, and how do
  957. 27:32you fulfill it? After that, we've got
  958. 27:34sales scripts. We've got AI prompts,
  959. 27:36which means you can just take the
  960. 27:37prompts that we already built and put
  961. 27:38them into your AI chatbots. Absolutely
  962. 27:40insane. At this point, I don't even know
  963. 27:42what you guys are doing. Our affiliate
  964. 27:43membership is doing all the heavy
  965. 27:44lifting for you. We've got HighLevel
  966. 27:46certification, if you want to be an
  967. 27:47expert. We've got agency snapshots for
  968. 27:49your agency. We've got the white-labeled
  969. 27:51onboarding videos, which is, of course,
  970. 27:53where I'm putting my video. So, you'll
  971. 27:54be able to come in here and download any
  972. 27:56version of the white-label video. And
  973. 27:57then you can take those videos and use
  974. 27:59them as promos for your agency. If we
  975. 28:01scroll down even more, we've got premium
  976. 28:02snapshots, scaling AI SaaS, AI mastery
  977. 28:05for people who want to really specify on
  978. 28:07AI, which, by the way, is very smart.
  979. 28:09And then we've got a few amazing things
  980. 28:10coming soon. We've got AI SEO and your
  981. 28:12first 10 clients playbook. Really cool.
  982. 28:14We've got Q&As. We've got live calls all
  983. 28:16the time. We've got full-time support.
  984. 28:19Everything that you need is right here.
  985. 28:21And you can only get all of this if
  986. 28:22you're an affiliate, so check the link
  987. 28:24in the description below. You're also
  988. 28:25going to get access to all of my
  989. 28:27courses. They will be in here. Very
  990. 28:28exciting stuff for the future. I'm glad
  991. 28:30I finally partnered with another
  992. 28:31affiliate, because it allows me to
  993. 28:33provide even more value than I have
  994. 28:34before. All right, guys. With that being
  995. 28:36said, definitely use the link in the
  996. 28:37description below. Check out blue-collar
  997. 28:39cheat code. It's completely for free.
  998. 28:40It's also in the link in the description
  999. 28:42below. So much free courses, so much
  1000. 28:43free stuff. Why are you guys not in the
  1001. 28:45link in the description below? But
  1002. 28:46either way, I will see you guys in the
  1003. 28:47next video. This was super fun. Can't
  1004. 28:49wait for the next one. Peace out.

About this transcript

This page contains the full transcript of Automate Clients with AI and GoHighLevel! HighLevel AI Automation Tutorial by Dominic Baptist, generated from the public captions YouTube serves with the video. The transcript has 7,180 words across 1,004 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.

What you can do with it

Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to choose a caption track available on the video.

Free YouTube transcript tool

YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, caption language selection, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.