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Creating AI Appointment Setters for WhatsApp

Jul 31, 2024

AI Appointment Setter Tutorial

Introduction

  • Importance of AI appointment setters in 2024
  • Benefits: scaling and converting leads efficiently
  • Overview of tutorial: Creating an AI appointment setter and integrating it with WhatsApp

Tools Needed

  1. Voice Flow
    • Tool for building AI agents
  2. ManyChat
    • Tool for integrating AI into WhatsApp

Setting Up Voice Flow

  1. Access Resources

    • Go to school.com/omnifusion
    • Find the video: "How to book appointments with Instagram AI chatbot"
    • Download the Voice Flow template
  2. Voice Flow Sign Up

    • Register for the professional plan on voiceflow.com
    • Import the downloaded VF file
    • Open project and adjust settings
  3. System Prompt

    • Provide a prompt to define the AI's role
    • Example: "AI appointment setting coach for busy entrepreneurs"
    • Ensure proper formatting with apostrophes at the beginning and end
  4. Flow Setup

    • Capture user replies from WhatsApp
    • Ask questions (e.g., how many DMs received daily)
    • Send users to a calendar link or community based on responses
  5. Testing the AI

    • Run through a test conversation
    • Adjust AI flow as needed
  6. Publishing the AI

    • Click on publish after satisfactory testing
    • Copy the primary API key for later use

Setting Up ManyChat

  1. Sign Up for ManyChat

    • Follow link in the description
  2. Integrate Voice Flow with WhatsApp

    • Return to school.com/omnifusion and find the connecting instructions
    • Download and import ManyChat template
  3. API Key Integration

    • Input API keys into the designated fields in ManyChat
    • Setup Google App Script URL for external requests
  4. Connect WhatsApp

    • Go to settings and connect your WhatsApp number
    • Choose to connect existing or new number
    • Complete WhatsApp business account setup
    • Verify using code sent to ManyChat
  5. Default Reply Setup

    • Remove existing reply
    • Select the imported template for default reply
    • Activate the automation

Testing and Customization

  • Test the WhatsApp number to check AI functionality
  • Customize the account settings (e.g., profile picture)

Additional Applications

  • AI integration can be used for customer support agents and more
  • Resources available for building lead generation bots and advanced AI setups

Conclusion

  • Recap of building AI appointment setter and integration process
  • Encouragement to like and subscribe for more content
  • Invitation to join the resource hub at school.com/omnifusion
  • Contact information for business owners who want to collaborate

Note:

  • This tutorial demonstrates a basic AI structure; advanced configurations can be explored in the resource hub.