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Transcript

0:00Did you know conversation AI inside of High level can manage your appointment schedules and cancellations without you needing to lift a finger?

0:07Most businesses manually manage the back and forth when it comes to cancellations and reschedules, but with conversation AI that entire process can be automated.

0:15You can build a bot that responds instantly, updates your calendar, and confirms changes just like a human would.

0:21Except it works 24/7, never misses a follow-up and speaks exactly like your brand's voice.

0:26And the best part is, it's super easy to set up.

0:29Once it's live, you can connect it through SMS, live chat, Instagram, Facebook, and a whole bunch of other channels.

0:35And it will instantly respond to cancellation and reschedule requests, updating your booking calendar without anybody needing to step in manually.

0:42In this video, I'm going to show you exactly how to set it up step-by-step.

0:45So you're going to need your high-level account and then come into your sub account.

0:48Once you're in there, come down to AI agents.

0:51Up to conversation AI.

0:52And then you'll see you can create a bot.

0:54When you click on that, you'll have general Q&A and appointment booking.

0:57In this case, I'm going to show the appointment booking one.

1:00So I'm going to click on it.

1:01Click continue.

1:02And then I need to select a brand voice.

1:04A brand voice is a knowledge base of all your business's information from your mission statement to your email, to your times that you're open, to your contact information.

1:14All in one place so that the bot can use that to answer the request of the customer.

1:20So, what you'll need to do is select a brand voice.

1:23If you do not have one, click on create new brand voice.

1:27Where you'll be able to fill out the brand name, the website and a couple other information.

1:32And then you can come down and click on save.

1:35That process is also very simple.

1:38I already have one, so I'm going to click on this one that I already created.

1:42Where if I want, I can click on edit just to see a preview and adjust any information if I would like.

1:47But once I'm happy, I click on next.

1:49And then this is the place where I can name the bot.

1:53So I'm going to call it Ben's main test.

1:55And then I'm going to select the preferred channels.

1:57In this case, I only wanted to be for live chat, so I'm going to toggle off all the others.

2:01But you can also let the bot run on all these different channels so that you can handle all requests coming in from people.

2:06Then you can select the wait time before responding of the bot.

2:10As well as the bot's initial message.

2:12Once you're happy, click on next.

2:13And then you can come to the bot goals, which is the place where you can decide what you want to collect from the person.

2:19In this case, I want to collect the name, the email and the phone number.

2:22Actually, I'll take out the phone number and just say name and email.

2:25And then when I scroll down here, I just have to select a calendar.

2:28And then right over here, this is where you allow the bot to cancel an appointment.

2:31So with this bot, we are only saying that it can book an appointment.

2:36But if you toggle this on, you're now saying that the bot can also cancel the appointment.

2:40And just below that, you can also toggle on if you'd like the bot to reschedule an appointment.

2:44So these two toggles are so powerful if you would like the bot to manually handle the entire operation from booking to cancellation to rescheduling all automatically.

2:53So make sure those have been toggled on.

2:56And then when you click on save,

2:57come up here to autopilot, which just means that any inquiry that comes in, the bot will take care of it.

3:02So when I click on autopilot and say save and close,

3:05you'll see Ben's main test has now been created.

3:09If I want to see the advanced settings, all I have to do is click on it.

3:13Where it's the same information as before, but I can refine it if I'd like.

3:16And in bot training, you'll see a test window.

3:18If you do test and book an appointment, the appointment will be scheduled onto the calendar.

3:24But if you want to test the rescheduling, it is wise to then only test that live.

3:29Instead of doing it in this preview tab.

3:32So just to show you an example quickly.

3:34If I say, hey, I would like an appointment.

3:37I just wait for the bot to reply.

3:38And there we go, after two seconds, it replies, asking me for the information that I originally set it to ask.

3:44In this case, it was the name and email.

3:46So I'm going to give it my name.

3:48Give it a fake email.

3:51And then it's going to give me a whole bunch of times that are available, based off the calendar that I attached the bot to.

3:58So I'm going to say I'm available on Friday.

4:02And there we go, my appointment has now been booked.

4:06In just a moment, I will then receive a notification.

4:10Just to show you a test example of what it looks like when you're booking an appointment.

4:13I'm having a conversation.

4:15And it's just asking me for a name.

4:18And it has successfully booked me into the calendar.

4:22Now when I ask it to cancel the appointment.

4:23I can just say something like, hey, I want to cancel that appointment.

4:26And the bot will respond with with a confirmation of the time that I booked for, as well as asking me for the reason for the cancellation.

4:33So I can say something like, I have something else on.

4:35Then instead of immediately canceling the appointment, it will first prompt me to reschedule.

4:40But if I still want to cancel, I can just say, yep, let's cancel.

4:43And then it will go ahead and cancel that appointment.

4:45And in just a few seconds, it will send a message like this.

4:49Your appointment for this time has been canceled.

4:52And that whole process was done automatically without anybody stepping in manually.

4:58It's an amazing feature that's going to help so many busy businesses.

5:02And it's super easy to build.

5:03So if you wanted for your own business, then go create a conversation AI box.

5:09Inside of high level to manage all your reschedule requests and your cancellations.

Text on Screen

0:00CONVERSATION AI

0:00INSIDE OF HIGHLEVEL

0:01DID

0:01YOU

0:01KNOW?

0:02CAN MANAGE YOUR

0:03APPOINTMENT RESCHEDULES

0:04AND CANCELLATIONS

0:05WITHOUT YOU NEEDING

0:06TO LIFT A FINGER

0:12WITH CONVERSATION AI

0:13THAT ENTIRE PROCESS

0:14CAN BE AUTOMATED

0:16RESPONDS INSTANTLY,

0:17UPDATES YOUR CALENDAR,

0:19AND CONFIRMS CHANGES

0:20JUST LIKE A HUMAN WOULD

0:21IT WORKS 24/7, NEVER

0:22MISSES A FOLLOW UP,

0:24AND SPEAKS EXACTLY

0:25LIKE YOUR BRAND'S VOICE

0:27IT'S SUPER EASY TO SET UP

0:30SMS, LIVE CHAT, INSTAGRAM,

0:32FACEBOOK, AND A WHOLE

0:33BUNCH OF OTHER CHANNELS

0:38WITHOUT ANYBODY NEEDING

0:39TO STEP IN MANUALLY

0:44Getting Started

0:44Voice AI

0:44Conversation AI

0:44Knowledge Base

0:44Content AI

0:44Conversation AI Agents

0:44Create And Manage Multiple Bots For Your Business

0:44Important

0:44Only the primary bot will reply to inbound messages. Make sure your preferred channels are assigned to the primary bot to handle inbound messages.

0:44Manage Knowledge Base

0:44Create Bot

0:44Search Bot

0:44Bot Name

0:44Status

0:44Supported Channels

0:44Last Updated

0:44Test test

0:44Auto-Pilot

0:44Instagram

0:44Facebook

0:44x+4

0:446 Jun 2025

0:442:35 PM

0:44Primary

0:44New Employee 17480765927

0:44SMS

0:44Bens Amazing bot

0:44Live Chat

0:4410:28 AM

0:44Plumbing Assistant

0:44bens bot

0:449:25 AM

0:44Plumbing a assistant

0:449:24 AM

0:44AI Agents

0:44Calendars

0:44Contacts

0:44Opportunities

0:44Payments

0:44Marketing

0:44Automation

0:44Sites

0:44Memberships

0:44Launchpad

0:44Dashboard

0:50AI Agents

0:50Conversation AI

0:52Create Bot

0:53Create new bot

0:53Welcome to our Guided Form Setup

0:53General Q&A

0:53Simplify customer interactions by answering common questions instantly. This bot is perfect for handling FAQs, providing quick resolutions, and improving customer satisfaction.

0:53Appointment booking

0:53This bot helps streamline the appointment booking process by assisting users in selecting available slots and confirming appointments. Perfect for businesses with a high volume of scheduling needs.

0:53Cancel

0:53Continue

1:40Create New Bot

1:40Customize Employee for Your Business

1:40Brand Voice

1:40Bot Settings

1:40Bot Goals

1:40Brand Voice

1:40Add Your Brand Voice to Help Your AI Assistant Understand and Respond to Customer Queries

1:40Select Brand Voice

1:40New Brand Voice

1:40Create New Brand Voice

1:40Edit

1:40Tone of Voice

1:40professional

1:40Next

1:40AI Agents

1:40Payments

1:40Marketing

1:40Automation

1:40Sites

1:40Memberships

1:40Launchpad

1:40Dashboard

1:40Conversations

1:40Contacts

1:40Opportunities

1:40Calendars

2:00New Brand Voice

2:01Create New Brand Voice

2:02Add Basic Brand Info

2:02Brand Name *

2:02Enter your brand name here

2:02Company Website

2:02https://www.yourwebsite.com

2:02Name of the Brand, Company or Account

2:02Company Email

2:02company@email.com

2:02Company Address

2:02Enter Address

2:02Phone Number

2:02(201) 555-0123

2:02Business Hours

2:02Monday - Friday 9 AM - 5 PM, Saturday - Sunday Closed

2:02Tone of Voice *

2:02Describe Your Brand Tone of Voice

2:02Choose a tone that aligns with how you want your audience to perceive your brand

2:02Add Additional Information

2:02Next

2:06Close

2:07Save

2:08New Brand Voice

2:10HighLevel

2:12Edit

2:12Company

2:12HighLevel

2:12Website

2:12https://www.gohighlevel.com

2:12Phone

2:12+1 (888) 732-4197

2:12Tone of Voice

2:12Professional, supportive, empowering, community-driven, and motivati...

2:14Edit Basic Brand Info

2:14Brand Name *

2:14HighLevel

2:14Company Website

2:14https://www.gohighlevel.com

2:14Name of the Brand, Company or Account

2:14Company Email

2:14company@email.com

2:14Company Address

2:14400 North Saint Paul St. Suite 920, Dallas, Texas 75201, USA

2:14Phone Number

2:14(888) 732-4197

2:14Business Hours

2:14Monday - Friday 9 AM - 5 PM, Saturday - Sunday Closed

2:14Tone of Voice *

2:14Professional, supportive, empowering, community-driven, and motivati...

2:14Choose a tone that aligns with how you want your audience to perceive your brand

2:14Edit Additional Information

2:18Target Audience *

2:18Digital marketers, marketing agencies, small to medium business owners, marketing professionals, and entrepreneurs seeking to consolidate marketing tools and scale their businesses

2:18Customer Pain Points *

2:18Fragmented marketing tools requiring multiple platforms; difficulty capturing and nurturing leads effectively; challenges in client retention; inefficient sales pipeline management, lack of automation in booking and follow up; limited ability to scale marketing efforts; and the need for white-label solutions to offer branded services

2:18Identify key challenges that your brand helps solve

2:18Brand Promise

2:18To empower marketers and businesses with an all-in-one, easy-to-use platform that consolidates marketing, sales, and client management tools-helping them grow, retain clients, and scale efficiently without the hassle of multiple disconnected systems.

2:18Brand Values

2:18Customer-centric innovation and continuous improvement. Community-driven development and collaboration. Transparency and respect for user privacy. Reliability and award-winning customer support. Empowerment through automation and AI integration. Flexibility and scalability for diverse business needs

2:18Focus on the unique value you provide to your audience

2:18What does your brand do?

2:18To provide the first-ever all-in-one marketing and sales platform that equips marketers and businesses with the tools, support, and community needed to succeed and crush their marketing goals.

2:18What Makes You Better Than Competitors

2:18Comprehensive all-in-one platform combining lead capture, nurturing, sales pipeline, payment collection, appointment scheduling, AI-powered automation, and white-label capabilities-all offered with unlimited users/accounts and backed by 24/7 award-winning support and a thriving community of top marketers.

2:18Focus on your brand's core function

2:18Unique Selling Proposition

2:18HighLevel is the only all-in-one marketing and sales platform built by marketers, for marketers, enabling businesses to capture, nurture, and close leads seamlessly while scaling with unlimited accounts and full white-label branding.

2:18Why should customers choose you over others?

2:18Risks of inaction

2:18Continuing to juggle multiple disconnected marketing tools leading to wasted time, lost leads, inefficient client management, higher costs, missed revenue opportunities, and inability to scale effectively.

2:18Define what sets you apart in the market

2:18Call to Action

2:20Bot Settings

2:20Configure Your Bot’s Communication Preferences and Language Settings

2:20Bot Details

2:20Bot Name *

2:20New Employee 1749224692855

2:20Make this as Primary Bot

2:20Only the Primary Bot Will Reply to Inbound Messages. Make sure your Preferred Channels are Assigned to this Bot.

2:20Preferred Channels *

2:20Instagram

2:20x

2:20Facebook

2:20SMS

2:20+3

2:20Wait Time before Responding *

2:202

2:20Seconds

2:20Bot Initial Message

2:20Enter initial greeting message

2:20This is the First Message the Bot Will Send to Users. If Left Empty, the Bot will use a Generic Greeting.

2:200/300 chars

2:20Next

2:23Bens Main Test

2:26Instagram

2:26Facebook

2:26SMS

2:26Chat Widget (SMS chat)

2:26Live Chat

2:26WhatsApp

2:34Live Chat

2:34x

2:34Instagram

2:34Facebook

2:34SMS

2:34Chat Widget (SMS chat)

2:34WhatsApp

2:36Make this as Primary Bot

2:36Only the Primary Bot Will Reply to Inbound Messages. Make sure your Preferred Channels are Assigned to this Bot.

2:36Wait Time before Responding *

2:362

2:36Seconds

2:39Bot Initial Message

2:39Enter initial greeting message

2:39This is the First Message the Bot Will Send to Users. If Left Empty, the Bot will use a Generic Greeting.

2:42Bot Goals

2:42Define the Purpose and Information Gathering Strategy for Your Bot

2:42Information Collection

2:42Details to Collect from the Contact

2:42All

2:42Name

2:42Email

2:42Phone

2:42Street Address

2:42City

2:42Custom Question / Objectives

2:42Add custom questions to guide conversations and collect essential customer information automatically

2:42Describe the Question or Objective *

2:42Ask the user for their name

2:42Update Contact Field (Optional)

2:42Name

2:42Ask the user for their email

2:42Email

2:42Ask the user for their phone

2:42Phone

3:30Skip If Already Filled

3:30Bot will Skip the Question or Objective if its Already Filled

3:30Appointment Details

3:30Appointment Booking

3:30Allow Bot to Book An Appointment

3:30Select Calendar *

3:30Trigger Workflows After Appointment Booking

3:30Select Workflow

3:30Please select a calendar for appointment booking

3:35Bens Test Calendar

3:37Allow bot to cancel the appointment

3:37Enable this option to allow the AI bot to cancel any existing appointments. Any appointments can be cancelled by the bot based on the appointment’s setting.

3:37Allow bot to reschedule the appointment

3:37Enable this option to allow the bot to reschedule existing appointments.

3:37Email Notification Settings

3:37Receive Email Notification if The Bot Doesn’t Know the Answer

3:37Send Email to selected users

4:04Save

4:05Bot Created Successfully

4:05You have successfully created the Bens Main Test bot. We have set its initial status to 'Off', which means the Bot is not actively responding in conversations. You can change this status or explore advanced settings.

4:05Off

4:05Turn off Conversations AI

4:05Suggestive

4:05Suggests prompts within chat window

4:05Auto Pilot

4:05Bot replies automatically based on trained data

4:05Go To Advanced Settings

4:05Save and Close

4:13Conversation AI Agents

4:13Create And Manage Multiple Bots For Your Business

4:13Important

4:13Only the primary bot will reply to inbound messages. Make sure your preferred channels are assigned to the primary bot to handle inbound messages.

4:13Manage Knowledge Base

4:13Create Bot

4:13Search Bot

4:13Bot Name

4:13Status

4:13Supported Channels

4:13Last Updated

4:13Bens Main Test

4:13Auto-Pilot

4:13Live Chat

4:136 Jun 2025

4:135:48 PM

4:13Test test

4:13Primary

4:13Instagram

4:13Facebook

4:13x +4

4:132:35 PM

4:13New Employee 17480765927

4:13SMS

4:13Bens Amazing bot

4:1310:28 AM

4:13Plumbing Assistant

4:131 Jun 2025

4:13bens bot

4:139:25 AM

4:13Plumbing a assistant

4:139:24 AM

4:13Settings

4:13MY BUSINESS

4:13Business Profile

4:13My Profile

4:13Billing

4:13My Staff

4:13OPPORTUNITIES & PIPELINES

4:13BUSINESS SERVICES

4:13Automation

4:13Calendars

4:13Conversations AI

4:13Knowledge Base

4:13NEW

4:13Campaigns

4:13Launchpad

4:13Back

4:13Go

4:13AI Agents

4:13Memberships

4:18Bens Main Test

4:18Unlock the power of automated conversations

4:18Bot Settings

4:18Bot Training

4:18Brand Voice

4:18Bot Goals

4:18Additional Instructions

4:18Dashboard

4:18Bot Details

4:18Set up Bot’s personality and actions

4:18Set as Primary Bot

4:18Bot Name *

4:18Bens Main Test

4:18Bot Status

4:18Choose the bot’s operating mode (choose one)

4:18Off

4:18Turn off Conversations AI

4:18Suggestive

4:18Suggests prompts within chat window

4:18Auto Pilot

4:18Bot replies automatically based on trained data

4:18Supported Communication Channels/Providers

4:18Select the Channels where you want the Bot to be Active On

4:18Live Chat x

4:18AI bot trial

4:18Your AI bot is ready for trial. Ask if question based on your training data

4:18Go to Bot trial

4:18Advanced Settings

4:18Settings

4:18MY BUSINESS

4:18Business Profile

4:18My Profile

4:18Billing

4:18My Staff

4:18OPPORTUNITIES & PIPELINES

4:18BUSINESS SERVICES

4:18Automation

4:18Calendars

4:18Conversations AI

4:18Knowledge Base

4:18NEW

4:18Campaigns

4:18Launchpad

4:18Back

4:18AI Agents

4:18Memberships

5:01Bot Training

5:01Select Knowledge Base

5:01Create New

5:01Add up to 7 knowledge bases

5:01Need help setting up your bot training? Click here for a step-by-step guide.

5:01Test your Bot

5:01Send a message

5:01Save

5:20Hey I would like an appointment

5:22Hey there! I’d be happy to help you with booking an appointment. Before we proceed, could you please tell me your name?

5:30Ben

5:31Thanks! Could you please provide your email address?

5:32bentest1@gmail.com

5:34Great, Ben! Here are some available slots for you – June 6th, 2025, Friday at 9:00 AM – June 6th, 2025, Friday at 9:30 AM – June 6th, 2025, Friday at 10:00 AM – June 6th, 2025, Friday at 10:30 AM. Please let me know which slot works best for you, and I’ll book it right away!

5:39Friday at 9

5:43Your appointment is successfully booked for Friday, June 6th 2025, at 9:00 AM. If you have any other questions or need further assistance, feel free to ask!

5:48Have a question?

5:48I have an available slot on Monday, June 9th, 2025 at 4:00 PM. Does that work for you?

5:51yes

5:52Great! Let’s book you for Monday, June 9th, 2025 at 4:00 PM, right? Could you please provide your name?

5:54Ben

5:55You’re all set, Ben! Your appointment is booked for Monday, June 9th, 2025 at 4:00 PM.

5:59Hey I want to cancel that appointment

6:01You have the following existing appointment: 1. June 9th, 2025 at 4:00 PM Could you please let me know the reason for cancellation?

6:09I have something else on

6:11I can help you reschedule instead or should I proceed with cancellation?

6:16yup let’s cancel

6:19Your appointment for Monday, June 9th, 2025 at 4:00 PM has been cancelled.

7:19DID

7:19YOU

7:19KNOW?

Scenes (12)

0:00intro talking head

Medium shot of a young man with curly brown hair, wearing a black t-shirt, sitting at a wooden desk. He looks directly at the camera, speaking animatedly with expressive hand gestures. To his left, an open laptop with a bright screen and a silver desk lamp provides illumination. A green plant is visible behind the laptop. On his right, a small wooden cabinet with multiple drawers and a table lamp casts a warm, orange glow. The background is a plain, light-colored wall. Brightly colored, animated text overlays appear on screen: initially 'DID YOU' in green and blue, then 'KNOW?' in yellow. Followed by 'CONVERSATION AI INSIDE OF HIGHLEVEL'.

0:07talking head problem setup

Medium shot of a young man with curly brown hair, wearing a black t-shirt, sitting at a wooden desk. He looks directly at the camera, speaking with moderate hand gestures. To his left, there's an open laptop with a bright screen and a silver desk lamp. A green plant is visible behind the laptop. On his right, a small wooden cabinet with drawers and a table lamp casting a warm glow. The background is a plain light-colored wall. Animated text overlays continue to appear, building on the previous scene's information, showing: 'CAN MANAGE YOUR APPOINTMENT RESCHEDULES' and 'AND CANCELLATIONS WITHOUT YOU NEEDING TO LIFT A FINGER', emphasizing the manual effort required in traditional methods.

0:11talking head solution benefits

Medium shot of a young man with curly brown hair, wearing a black t-shirt, sitting at a wooden desk. He looks directly at the camera, speaking with enthusiastic hand gestures. To his left, an open laptop and a silver desk lamp provide light. A green plant is visible behind the laptop. On his right, a small wooden cabinet and a table lamp contribute to the warm lighting. The background is a plain, light-colored wall. Text overlays appear: 'WITH CONVERSATION AI THAT ENTIRE PROCESS CAN BE AUTOMATED', 'RESPONDS INSTANTLY, UPDATES YOUR CALENDAR, AND CONFIRMS CHANGES JUST LIKE A HUMAN WOULD', 'IT WORKS 24/7, NEVER MISSES A FOLLOW UP, AND SPEAKS EXACTLY LIKE YOUR BRAND'S VOICE', 'IT'S SUPER EASY TO SET UP'. He describes the benefits and ease of setting up the AI.

0:44screen recording dashboard

Full-screen screen recording showing the 'Conversation AI Agents' dashboard of the HighLevel platform. The interface is clean, with a dark blue left-hand navigation bar and a white main content area. The main area displays a table of existing AI bots with columns for 'Bot Name', 'Status', 'Supported Channels', and 'Last Updated'. An 'Important' note at the top warns about primary bots. A red arrow highlights 'AI Agents' in the left sidebar, directing the viewer's attention to this specific menu item.

0:54screen recording create bot type

Full-screen screen recording of the HighLevel platform, focusing on the 'Conversation AI Agents' dashboard. A prominent red arrow points from the 'Create Bot' button in the top right corner to a newly opened pop-up window titled 'Create new bot'. This pop-up presents two distinct options for bot types: 'General Q&A' and 'Appointment booking', each accompanied by a descriptive icon and a brief explanation. The 'Appointment booking' option is clearly highlighted with a red rectangle, indicating the selection being made in the demonstration.

1:01screen recording brand voice setup

Full-screen screen recording showing the 'Create New Bot' interface within HighLevel, specifically the 'Brand Voice' step. A small picture-in-picture of the host, in a medium shot, is visible in the bottom-left corner, actively explaining the process. The main screen displays options to 'Select Brand Voice' or 'Create New Brand Voice'. When 'Create New Brand Voice' is selected, a detailed form appears with fields for 'Brand Name', 'Company Website', 'Company Email', 'Company Address', 'Phone Number', 'Business Hours', and 'Tone of Voice'. The host then selects an existing 'HighLevel' brand voice from a dropdown, showcasing its pre-filled details like company name, website, phone, and tone of voice, which is described as 'Professional, supportive, empowering, community-driven, and motivat...'. The host then clicks 'Edit' to show the full information of the brand voice and eventually clicks 'Next'.

1:39screen recording bot settings

Full-screen screen recording of the 'Create New Bot' interface, now on the 'Bot Settings' step. A small picture-in-picture of the host remains in the bottom-left. The screen displays 'Bot Details' including an editable 'Bot Name' field, 'Preferred Channels' (initially showing Instagram, Facebook, SMS, and '+3' implying more, then a dropdown is expanded to show Live Chat and WhatsApp) with checkboxes, and a 'Wait Time before Responding' field set to '2 Seconds'. The host renames the bot to 'Bens Main Test' and then proceeds to uncheck all channels except 'Live Chat', customizing the bot's communication preferences. The camera zooms in slightly on the 'Preferred Channels' dropdown as the host makes selections.

2:02screen recording bot goals appointment details

Full-screen screen recording of the 'Create New Bot' interface, now on the 'Bot Goals' step. A small picture-in-picture of the host remains in the bottom-left. The screen shows 'Information Collection' options with checkboxes for Name, Email, Phone, Street Address, and City. The host selects Name and Email. Below this, under 'Appointment Details', there's a toggle for 'Appointment Booking' which is active. A 'Select Calendar' dropdown is visible, where 'Bens test Calendar' is chosen. Crucially, two toggles, 'Allow bot to cancel the appointment' and 'Allow bot to reschedule the appointment', are present and highlighted with a red circle before being toggled to the 'on' position, indicating the bot's full automation capabilities.

2:45screen recording bot created autopilot

Full-screen screen recording of the HighLevel platform. A small picture-in-picture of the host remains in the bottom-left. A 'Bot Created Successfully' pop-up window is centered on the screen, offering three operational modes: 'Off', 'Suggestive', and 'Auto Pilot'. The 'Auto Pilot' option, which clarifies 'Bot replies automatically based on trained data', is highlighted with a red circle. The host clicks 'Save and Close' on the pop-up, which then disappears, returning to the 'Conversation AI Agents' dashboard. Here, the newly created 'Bens Main Test' bot is now listed in the table with its status as 'Auto-Pilot'. The host then clicks on the bot name to reveal its 'Bot Settings' again, confirming 'Auto Pilot' is selected.

2:57screen recording test chat booking

Full-screen screen recording of the HighLevel platform, specifically the 'Bot Training' tab for the 'Bens Main Test' bot. A small picture-in-picture of the host remains in the bottom-left corner. On the right side of the screen, a 'Test your Bot' chat window is open, simulating a customer interaction. The host types a message, 'Hey I would like an appointment', into the chat. The AI bot responds, asking for the user's name. The host then types 'Ben' and subsequently provides a fake email, 'bentees1@gmail.com'. Following this, the bot lists several available appointment times based on the linked calendar.

3:48screen recording test chat cancel reschedule

Full-screen screen recording of the HighLevel platform, continuing the interaction within the 'Bot Training' tab's 'Test your Bot' chat window. A small picture-in-picture of the host remains in the bottom-left. The chat log shows the bot successfully confirming an appointment booking. The host then types 'Hey I want to cancel that appointment'. The bot responds by confirming the existing appointment details and asks for the reason for cancellation. The host types 'I have something else on'. The bot, instead of immediately canceling, intelligently prompts with an offer to reschedule. The host then chooses to proceed with cancellation by typing 'yup let's cancel', and the bot confirms the appointment has been canceled.

4:29outro talking head

Medium shot of a young man with curly brown hair, wearing a black t-shirt, sitting at a wooden desk. He looks directly at the camera, speaking enthusiastically. To his left, an open laptop with a bright screen and a silver desk lamp illuminates the area. A green plant is visible behind the laptop. On his right, a small wooden cabinet with drawers and a table lamp casts a warm glow. The background is a plain light-colored wall. Text overlays briefly appear again: 'DID YOU KNOW?'. He expresses excitement about the feature's potential and encourages viewers to create their own conversation AI bot within HighLevel to manage appointment requests and cancellations.

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