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What if your CRM could book your next appointment for you?
With Conversation AI, GHL opens the door to a new way of welcoming a prospect, understanding their request and guiding them all the way to booking an appointment — even when you are unavailable.
A new prospect has just completed your form.
They have just seen a life insurance campaign, completed the form and would like more information.
Your workday is over. You will probably not see the request until tomorrow morning.
What if your CRM could take over?
What is Conversation AI?
Conversation AI is an AI-powered conversational agent integrated into the GHL ecosystem. Depending on how it is configured, it can actively participate in conversations with prospects and clients.
Respond
Automatically respond to certain incoming messages.
Inform
Answer certain questions based on the information configured.
Collect
Ask for certain information useful to the prospect journey.
Qualify
Help identify the general need behind the request.
Schedule
Check availability and assist with booking an appointment.
Automate
Trigger certain processes and workflows configured in GHL.
Route
Direct the conversation toward the appropriate journey.
Transfer
Hand the conversation over to a person when necessary.
Turn an information request into an appointment.
The goal is no longer simply to send an automated message. It becomes possible to create a conversation focused on a specific objective.
The prospect replies. The AI continues the conversation.
Imagine a prospect completes a form after seeing an advertisement about life insurance.
From conversation to calendar
Conversation AI can be configured to guide the prospect directly to an available time.
One of the most interesting possibilities
GHL can connect Conversation AI to a calendar so the agent can use the availability configured in the booking journey.
The prospect can then select a time slot and the appointment can be created in the calendar.
What if the type of request determined the next journey?
Depending on the configuration, different calendars and journeys can route a prospect based on the context of the conversation.
The conversation can also trigger automations
When a defined condition is met, the conversation can become the starting point for a GHL Workflow.
📅 The prospect is ready
⏳ The prospect hesitates
👨💼 They want to speak with someone
🌙 And while you sleep?
When enabled and properly configured, Conversation AI’s Auto-Pilot mode can automatically handle incoming messages on connected channels.
Your CRM does not replace your work. It simply prevents the prospect from being greeted by… silence.
☀️ The next morning
You open GHL. The journey has already moved forward.
Why is this especially useful?
An opportunity is not lost only because there are too few prospects. It can also be lost in the few steps between initial interest and the appointment.
🚦 But it needs boundaries
Just because an AI can hold a conversation does not mean it should answer every question.
🟢 What the agent can do
Start the conversation with the prospect.
Life insurance, RESP, appointment, service, etc.
Certain authorized information needed for the journey.
Find an available time and facilitate booking.
Trigger the right process or transfer the conversation.
🔴 When a person takes over the conversation
AI does not replace the advisor
The advisor’s value remains in understanding the client’s situation, asking the right questions, exercising professional judgment and building a relationship of trust. Conversation AI mainly operates upstream.
What Conversation AI can bring to the journey
Be more available without having to be available 24/7.
The goal is not to replace the advisor with artificial intelligence. The goal is for AI to handle part of the journey to the advisor, allowing the advisor to focus on what truly creates value: the relationship with the client.
Discover Conversation AI in HighLevel
HighLevel provides official documentation to explore how Conversation AI works and the different configuration options in greater detail.
VIEW THE OFFICIAL DOCUMENTATION →