Four separate workflows. Build them one at a time, using the same two-step process as above: copy into a free AI assistant, then paste its answer into GoHighLevel's Ask AI tool.
4a. Lead Response & Follow-Up
You are writing a prompt that will be fed into a different, less advanced AI system: GoHighLevel's Ask AI tool. That system works best with explicit, literal instructions. Do not use the premium AI Agent action or premium triggers. Use only standard actions and triggers: Form Submitted, Send SMS, Send Email, Wait/Delay, If/Else, Update Opportunity Stage.
Write a GoHighLevel workflow called Lead Response & Follow-Up for a [type of business] business. Trigger: Form Submitted (the estimate or quote form). Immediately send a short SMS confirming their request was received and a quote is coming shortly. If they have not booked an appointment within 48 hours, send a follow-up nudging them to book. If still no response at 5 days, send a second follow-up. If still no response at 7 days, move the opportunity to the Lost stage. Specify the exact trigger, every step and wait time in order, and the actual message text. No premium features.
Answers the moment someone requests a quote, then follows up automatically until they book or go quiet.
4b. Review Gate + Request
You are writing a prompt that will be fed into a different, less advanced AI system: GoHighLevel's Ask AI tool. Do not use the premium AI Agent action or premium triggers. Use only standard actions: Opportunity Stage Changed trigger, Send SMS, Wait/Delay, If/Else, Send Internal Notification.
Write a GoHighLevel workflow called Review Gate + Request for a [type of business] business. Trigger: Opportunity Stage Changed to Completed. Wait 1 hour, then send an SMS asking "How did we do? Reply 1-5." If the reply is 4 or 5, send a follow-up SMS thanking them with a direct Google review link. If the reply is 1, 2, or 3, do not ask for a review, instead send an internal notification to the business owner with the customer's reply so they can follow up privately. Specify the exact trigger, every step in order, the branching logic, and the actual message text. No premium features.
Protects your public rating: happy customers get asked for a review, unhappy ones come to you first.
4c. Appointment Confirmation Request
You are writing a prompt that will be fed into a different, less advanced AI system: GoHighLevel's Ask AI tool. Do not use the premium AI Agent action or premium triggers. Use only standard actions: Customer Booked Appointment trigger, Wait (relative to appointment time), Send SMS, Customer Replied trigger with a keyword filter, tagging, and Send Internal Notification.
Write a GoHighLevel workflow called Appointment Confirmation Request for a [type of business] business. Trigger: Customer Booked Appointment. Wait until 24 hours before the appointment, then send an SMS asking the customer to reply YES to confirm. Use a separate Customer Replied trigger filtered on the word "yes" to tag the contact as Confirmed. If the contact is not tagged Confirmed by a set time close to the appointment (for example 4 hours before), send an internal notification to the business owner that this appointment is unconfirmed. Specify the exact triggers, tags, wait times, and message text. No premium features.
This is the trickiest build of the four. If Ask AI doesn't get it exactly right the first time, that's expected, not a sign you did something wrong.
4d. Internal New Booking Alert
You are writing a prompt that will be fed into a different, less advanced AI system: GoHighLevel's Ask AI tool. Do not use the premium AI Agent action or premium triggers. Use only standard actions: Customer Booked Appointment trigger, Send Internal Notification.
Write a GoHighLevel workflow called Internal New Booking Alert for a [type of business] business. Trigger: Customer Booked Appointment. Immediately send an internal notification (SMS or email) to the business owner with the customer's name, service requested, appointment time, and location, so they can plan their day. No premium features.
Lets you plan your day the moment a job books, without checking the calendar constantly.