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.