Tell us what we need to build your bot

Work through the sections below in any order. Your draft saves automatically on this browser. Use Share saved draft to continue on another device or with your team.

Fields marked * are required. Files and extra details can be added wherever useful.

Start with your business

Tell us about your business and the support email prospects can use.

Your full name *Company or brand *Support email *WebsiteYour main timezone

Teach us the offer

Give us the facts the bot can rely on when prospects ask questions.

Niche and market *Be specific about the audience and category.Product descriptionCore transformationComplete offer summary *Write this as if onboarding a new salesperson.Ideal customer *Why this offer is differentCommon objections and approved responsesFrequently asked questionsDisclaimers and prohibited claims

Map the customer journey

Walk us through what a prospect experiences from registration to the next step.

Describe the current journey, even if it is imperfect.

We use this to decide what the bot sends, when it follows up, and when a human should take over.

How prospects registerWhat happens before the webinar *Current reminder sequenceWhat happens during the webinarAttendee follow-upAfter a prospect booksNo-show and non-attendee pathWhen a human should take over

Add every destination

Share the webinar schedule, room, replay, CTA, and booking links.

Webinar title *FormatSchedule and encore timesInclude every recurring day and start time.Webinar timezone

LINKS PROSPECTS MAY RECEIVE

Registration pageWebinar or Zoom join linkZoom webinar or meeting IDReplay or VSL linkCTA LinkBooking calendarThank-you or next-step page

Load the bot’s resource shelf

Share testimonials and any materials prospects can receive before the webinar.

Best testimonialsPaste one testimonial link per line, or upload testimonial files below.

Testimonials and proofVideo, screenshots, transcripts, or case studies

Choose files

Pre-webinar material linkPre-webinar resourcesList what can be sent, when, and why.

OPTIONAL FILE UPLOADS

Attach source materials

0 files selected

Webinar recordingMP4, MOV, MP3, transcript, or slide deck

Choose files

Offer informationSales page copy, offer deck, FAQs

Choose files

Customer journeyFlowchart, SOP, funnel map, or notes

Choose files

Workbooks and handoutsAnything the bot may send before the webinar

Choose files

Brand and voice assetsTone guides, sample messages, logos, or scripts

Choose files

Each file can be up to 100 MB. For a larger webinar recording, paste a Google Drive, Dropbox, Vimeo, or Loom share link above.

Connect the working accounts

Add our team to GoHighLevel so we can configure and test your bot.

GOHIGHLEVEL

Add our team as an admin

Your HighLevel account typeLocation IDUsually under Settings, then Business Profile.

1
Open the right account. For a sub-account, open that location and choose Settings, then My Staff. For agency access, switch to Agency View and choose Settings, then Team.
2
Add the implementation email. Choose Add Employee or add a team member, then use the email mateo@apexnavigator.com.
3
Set the role to Admin. For agency access, choose the Agency user type and assign the required accounts. For one location, grant Admin inside that sub-account.
4
Save and tell us. Leave Only Assigned Data off unless we specifically ask for it, then confirm the invitation below.

HighLevel’s current user-access guideI sent the GoHighLevel admin invitation to mateo@apexnavigator.comThis invitation is required so we can configure and test the confirmation bot.

Access notes or questions

Review and send

Confirm the details, attach the final files, and send everything to our build queue.

CompanyNot provided

Support emailNot provided

WebinarNot provided

Files0 attached

GoHighLevelFollow-up needed

The information in this brief is accurateI have reviewed the offer, links, and customer journey.I did not include passwords or private credentialsAccount access is shared through the GoHighLevel admin invitation.

Ready for our build teamSubmitting creates a new project brief in the admin workspace. You will receive a reference code immediately.