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  2. Setting up Actions

GHL Channel

Learn how to enable your bot to take actions inside your CRM!

PreviousSetting up ActionsNextContact/Custom Fields

Last updated 1 month ago

GHL Channel will allow you to either have the AI add a custom tag to a contact or fill out a custom field for a contact.

When selecting a custom tag, the "tag value" will be the name of the tag added to the contact. For a custom value, that field will instead be the field that you'd like the AI to fill out.

Next, you will need to decide when the AI should evaluate the action.

When set to "On every turn", the AI will check to see if the tag/field needs to be added every time the contact sends a message, while when set to "Only when field is empty", the AI will only do so if the tag hasn't been added or the field hasn't been filled yet!

In the prompt, you will need to fill out