How To Train Conversation AI in HighLevel

In today’s blog post, I’ll walk you through three different ways to train your conversational AI in Go HighLevel. By the end of this guide, you’ll know how to make your AI respond accurately to customer inquiries using frequently asked questions (FAQs), website URLs, and Google Docs. Let’s get started!

Why Train Your Conversational AI?

Training your conversational AI offers several benefits:

  1. Improves Customer Experience: Accurate responses enhance customer satisfaction.
  2. Efficiency: Automates responses to common queries, freeing up your time.
  3. Scalability: Manages large volumes of inquiries without additional manpower.

Setting Up Your Conversational AI

First, head to the settings tab in your sub-account and navigate to “Conversational AI.” Here are the primary settings you need to know:

  • Suggestive Mode: Provides suggestions when manually responding to customers.
  • Autopilot Mode: Allows the AI to respond automatically.

Next, select the channels for your AI, such as Instagram, Facebook, SMS, Google My Business, chat widgets, or live chat. Set your business name, response timing, and the maximum number of messages to manage costs effectively (currently 2 cents per response).

Training Your AI: Method 1 – FAQs

  1. Configure Intents:
    • Navigate to “Configure Intents” at the top of the page.
    • Ensure appointment booking is turned on and choose the calendar.
    • Decide if the bot should book appointments automatically or send a booking link.
    • Enter questions the bot should ask before booking.
  2. Add FAQs:
    • Under “Bot Training,” select “Add Q&A.”
    • Enter common questions and their corresponding answers.
    • Example:
      • Question: How early should I book my event?
      • Answer: We recommend booking your event at least four months in advance.

Training Your AI: Method 2 – Website URLs

  1. Enter the URL:
    • In “Bot Training,” choose to enter a URL. You have three options: exact URL, all URLs within the path, or all URLs in the domain.
    • Select “Exact URL” and input the URL you want the bot to learn from.
  2. Get Data:
    • Click “Get Data” and wait for the information to upload.
    • If it doesn’t load, refresh and try again.
  3. Test the AI:
    • Use the “Bot Trial” feature to test the AI.
    • Example: Ask, “How far in advance should I book my event?” The bot should respond with the information from the website, such as “We usually recommend booking six months in advance.”

Training Your AI: Method 3 – Google Docs

  1. Prepare the Document:
    • Create a Google Doc with the information you want the AI to learn.
    • Make sure the document is shared publicly (set to “Anyone with the link can view”).
  2. Enter the Document URL:
    • In “Bot Training,” paste the document URL and click “Get Data.”
  3. Test the AI:
    • Again, use “Bot Trial” to ensure the AI has learned the content.
    • Example: Ask, “Can you tell me more about your venue?” The bot should respond with details from the document.

Fixing Errors

If the bot encounters a question it hasn’t been trained on, it will respond with, “I’m sorry, I don’t have the information to help you with your question.”

  1. Correct the Error:
    • Click the thumbs-down icon next to the incorrect response.
    • Enter the correct answer in the popup that appears.

Conclusion

By following these steps, you can effectively train your conversational AI in Go HighLevel to handle a variety of customer inquiries, ensuring accurate and timely responses. This setup not only improves customer satisfaction but also streamlines your operations.