You just launched a massive lead generation campaign. Prospects are messaging you from Facebook, Instagram, and SMS. You set up a single AI bot to handle everything.
Suddenly, your bot is talking to people inside a highly specific lead nurture workflow, but it gives them generic answers. Your hot leads get confused, they assume your business is disorganized, and they bounce. You just wasted your ad spend because your bot did not know its specific job.
HighLevel just fixed this chaos with Primary and Non-Primary bots. You can now deploy one main bot to handle general inbound traffic and assign specialized bots to execute specific workflow tasks. Let us route your conversations the right way.
Part 1: Set Your Main Defender
Your primary bot is your default responder. It handles all general inbound conversations across your assigned channels as long as those conversations are not already managed by a workflow.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Navigate to AI Agents, click Conversation AI, and open your Agent List.
- Create a new bot or select an existing one to act as your main responder.
- Click Set as Primary to lock this bot in as your default inbound agent.
- Click Save to confirm your changes.
Part 2: Connect the Communication Channels
Your primary bot needs to know exactly where to listen. It will only reply on the platforms you authorize.
- From your Agent List, open your newly assigned primary bot.
- Go to Bot Settings and find the Supported Communication Channels/Providers section.
- Select the specific channels you want this bot to monitor. Supported channels include Facebook, Instagram, SMS, and Live Chat.
- Click Save to finalize your setup.
Part 3: Deploy Specialized Task Agents
Non-primary bots ignore general inbound messages. They wait quietly and only activate when a specific workflow step calls them into action.
- Build a specialized bot for a specific task like appointment booking or follow-ups. Do not set this bot as primary.
- Ensure the channels assigned to this bot match the channels you plan to use in your workflow. If you want this bot to handle Facebook messages, it must have Facebook assigned as a channel.
- Build your lead nurture workflow and set the trigger for those exact same channels.
- Add your non-primary bot as an action step directly inside that workflow.
Stop crossing your wires and start deploying specialized bots to handle exactly what they are trained to do.
Frequently Asked Questions
What should I know about set Your Main Defender?
Your primary bot is your default responder. It handles all general inbound conversations across your assigned channels as long as those conversations are not already managed by a workflow. Ready to streamline this? Here is exactly how to do it in 60 seconds: Navigate to AI Agents, click Conversation AI, and open your Agent List. Create a new bot or select an existing one to act as your main responder. Click Set as Primary to lock this bot in as your default inbound agent. Click Save to confirm your changes.
How do I connect the Communication Channels?
Your primary bot needs to know exactly where to listen. It will only reply on the platforms you authorize. From your Agent List, open your newly assigned primary bot. Go to Bot Settings and find the Supported Communication Channels/Providers section. Select the specific channels you want this bot to monitor. Supported channels include Facebook, Instagram, SMS, and Live Chat. Click Save to finalize your setup.
What should I know about deploy Specialized Task Agents?
Non-primary bots ignore general inbound messages. They wait quietly and only activate when a specific workflow step calls them into action. Build a specialized bot for a specific task like appointment booking or follow-ups. Do not set this bot as primary. Ensure the channels assigned to this bot match the channels you plan to use in your workflow. If you want this bot to handle Facebook messages, it must have Facebook assigned as a channel. Build your lead nurture workflow and set the trigger for those exact same channels. Add your non-primary bot as an action step directly inside that workflow. Stop crossing your wires and start deploying specialized bots to handle exactly what they are trained to do.
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