Conversation AI Edit & Manage Prompts in HighLevel

• Simplified Conversational AI Setup
• Advanced Customization with Intents and Prompts
• Key Features of Customizable Prompts
• How to Configure Custom Prompts
• Benefits of Customizable Conversational AI

We’re thrilled to announce a major enhancement to HighLevel’s Conversational AI. Our goal has always been to make the system as simple and user-friendly as possible, and we believe we’ve succeeded in that aspect. However, we also recognize that some users desire more advanced features and greater control. This update caters to both groups, providing an intuitive setup for beginners and extensive customization options for advanced users.

Simplified Conversational AI Setup

For those who prefer a straightforward approach, HighLevel’s Conversational AI can be up and running in no time. The basic setup involves turning on the AI, providing a website URL for the bot to scan and train on, and you’re done. This simplicity ensures that anyone can deploy an effective conversational bot quickly and easily.

Advanced Customization with Intents and Prompts

Recognizing the needs of more advanced users, we’ve introduced a powerful new feature: customizable prompts for specific intents. This means you can fine-tune the personality and instructions of your bots to provide a tailored and personalized conversational experience.

Key Features of Customizable Prompts

1. Intent-Specific Prompts: Customize the bot’s responses based on the context of the conversation. For instance, if the bot’s intent is to book an appointment, you can edit its personality to match your brand’s tone—be it formal, friendly, or even sarcastic.
2. Additional Instructions: Add specific instructions or business information relevant to each intent. This allows the bot to provide more accurate and contextually appropriate responses.
3. Custom Values and Field Support: For those deploying bots for clients, dynamic context is crucial. You can use custom values and fields to ensure the bot’s responses are relevant and updated with the latest information.
4. Predefined Templates: Start with predefined templates for various scenarios like persuasive and empathetic, qualification and booking, or informal support. These templates serve as a great foundation for further customization.
5. Reset to Default: If you make changes you’re not happy with, or if you simply want to start over, you can easily reset the prompts to their default settings.

How to Configure Custom Prompts

To access and configure these new features, follow these steps:

1. Navigate to the Conversational AI Section: Within your HighLevel dashboard, go to the Conversational AI section.
2. Access the Configure Intents Tab: Here, you’ll find two types of intents—Supportive and General, and Appointment Booking.
3. Edit Prompts: Click on the “Edit Prompt” button to open the edit modal. You can then customize the bot’s name, goals, and additional instructions. Use custom values to enhance the bot’s responses with dynamic content.
4. Select Templates: Choose from the predefined templates to get started, or reset to default if needed.

For example, you can set up a bot to handle appointment bookings with a friendly and persuasive tone, guiding users smoothly through the process. Alternatively, an informal support bot can be created to handle general inquiries with a casual and approachable manner.

Benefits of Customizable Conversational AI

1. Enhanced User Experience: Tailor the bot’s responses to provide a more engaging and relevant interaction for users.
2. Improved Efficiency: Dynamic responses based on custom values ensure the bot provides accurate and up-to-date information.
3. Brand Consistency: Customize the bot’s personality to align with your brand’s tone and voice.
4. Flexibility and Control: Advanced users can fine-tune every aspect of the bot’s interactions, creating a highly personalized conversational flow.

This update is a significant step forward in making HighLevel’s Conversational AI more versatile and powerful. We believe these new features will help you create bots that not only meet but exceed your expectations.