How to Integrate SwiftFlowBot in HighLevel if You Don’t Have an Agency Account with Webhook and Custom Webhook ?

For Custom Webhook #

For more detailed instructions on using a custom webhook, click on How to integrate SwiftFlowBot in HighLevel with Custom Webhook?

If you don’t have an agency account, you can still integrate SwiftFlowBot with HighLevel using Webhooks. Here’s a step-by-step guide:

You have to create 2 workflows in GoHighLevel to integrate SwiftFlowBot properly #

Workflow 1: Configuring Customer Replies #

Step 1: Configure Workflow No. 1 in GoHighLevel #

1. Add a “Customer Replied” Trigger:
   • Navigate to the ‘Workflow’ Section:
     • Log in to GoHighLevel and go to the ‘Workflow’ section.
   • Add the “Customer Replied” Trigger:
     • Select the “Customer Replied” trigger.
     • You can add multiple “Customer Replied” triggers if necessary.
   • Choose a Reply Channel:
     • Select channels like SMS, Live Chat, Email, Facebook Messenger, etc.

1. Set Up Workflow Conditions and Actions:
   • Fork the Contact’s Journey:
     • Use the “Check Last Communication Channel” action to branch the contact’s journey based on their reply channel.
   • Branches:
   • Add branches and set conditions according to the last communication channel or contact tags.

1. • • • For Workflow Based on AI Bot Status:
         • Add a condition to check if the AI Bot is “On” or “Off.” By default, set it to “On.”
         • Branches:
           • Create one branch for “On” and another for “Off.”
         • Tags:
           • Use tags to indicate if AI is off by checking if tags do not include “ai off.”
       • Update Contact Field:
         • Create an action to update a field in the contact record.
         • Action Name: Set Last Communication Channel -> FB
         • Action Type: Fields
         • Field Name: AI Reply Channel SFB

1. Set Up Go-To Actions:
   • Go-To Action:
     • The “Go To” action allows you to direct contacts to other branches or steps within the workflow.
     • Action Name: Go To
     • Select Go-To Destinations:
       • After saving, select where the workflow should go next.

Step 2: Configure the Webhook #

1. Add a Webhook to Fire with Contact Details:
   • Action Name: Send Message Body to AI For Reply
   • Method: POST
   • URL: https://api.swiftflowbot.com/api/ai-assistant/get-response
   • Include Custom Data in the Webhook:
     • Add the following key-value pairs to include necessary contact information:
       • api_key: Your SwiftFlowBot API key
       • client_query: {{message.body}}
       • contact_unique_id: {{contact.id}}
       • email: {{contact.email}}
       • phone_number: {{contact.phone}}
       • first_name: {{contact.first_name}}
       • last_name: {{contact.last_name}}
       • address_line1: {{contact.address1}}
       • city: {{contact.city}}
       • state: {{contact.state}}
       • postal_code: {{contact.postal_code}}
       • message_type: {{contact.ai_reply_channel_sfb}}
       • Additional Filter:
         • Optionally, add emojis or other custom data as needed.
         • additional_filter: Add Emojis in the message.

1. Create the New Custom Field “AI Latest Response SFB”:
   • Define a custom field named “AI Latest Response SFB” to store the latest AI response.

Workflow 2: Configuring Responses Based on AI Bot Status #

Step 3: Configure Workflow No. 2 in GoHighLevel #

1. Add a “Contact Changed” Trigger:
   • Navigate to the ‘Workflow’ Section:
     • Go to the Workflow section in GoHighLevel.
   • Add the “Contact Changed” Trigger:
     • Choose the custom field “AI Latest Response SFB.”
   • Add Filter “Has Changed”:
     • Set the trigger to activate when the custom field “AI Latest Response SFB” has changed.

1. For Workflow Based on AI Bot Status:
   • Add a Condition to Check if the AI Bot is On or Off:
     • Set up a condition to check the AI Bot status. The default should be “On.”
   • Branches:
     • Create branches for “On” and “Off.”
   • Tags:
     • Use tags to indicate if AI is off by checking if tags do not include “ai off.”

1. Specify the Reply Channel:
   • Add a Condition to Specify the Reply Channel:
     • Action Name: Check Sending Channel -> FB
     • Action Type: Fields
     • Field Name: AI Reply Channel SFB

1. Send Reply According to the Channel:
   • Select the Message Channel:
     • Choose the message channel like Email, SMS, Messenger, etc.
     • Set the custom value to {{contact.ai_latest_response_sfb}} to send the AI-generated response.