Workflow Library
AI Chatbot
This workflow is not yet built in the GHL Master Snapshot. Check with James before deploying.
Overview
The AI Chatbot sits on the club website and handles common visitor questions — green fees, opening times, membership enquiries — routing leads into GHL where appropriate. It is powered by the club's own knowledge base and trained on their specific details.
When to deploy: Phase 3 — after the Contact Us form email data is established, QA is complete, and the client has signed off the chatbot responses.
Client Variables
| What to confirm | Notes |
|---|---|
| Knowledge base content | FAQs, green fees, membership info, opening times — supplied by client |
| Which enquiries should route to GHL | Confirm lead types to capture vs answer inline |
| Website placement | Which pages should the chatbot appear on? |
QA Checklist
- Test all FAQ responses for accuracy
- Confirm lead capture routes correctly into GHL
- Confirm chatbot does not display on pages where it would be inappropriate
- Get client sign-off on all responses before going live
Master Workflow
Not yet built. Check with James.