Done!
AppSetter at its core is an AI ‘agent’ with one mission, to qualify and book leads.
You can create multiple AppSetter Agents to operate within your GHL Sub-Account.
Agents follow a predefined sales process, that you, or we, create.
It sells one or multiple products that you’ve added to our system, allowing it to up and downsell leads depending on their qualifiers.
It leverages 'Knowledge Banks' which are essentially files (.docx, google sheets, or PDFs) and leverages them during the sales process.
We’ve hooked it into GoHighLevel on an API level so the AI can:
Instead of buying credits via OpenAI (GPT-4o / 3.5) / Anthropic (Claude Haiku, Sonnet, Opus) / Google (Gemini 1.0 Ultra, 1.5 Pro), we’ve simplified the process to enable users to buy credits on the AppSetter platform in the form of AppSetter Credits, available at: https://app.smartrev.ai/admin/configure-account
Credit usage is priced the same as the providers + a small processing fee.
For Agencies, credits are dispersed amongst their clients. So client’s do not need to worry about or handle their billing.
Why the change?
Previously, AppSetter users would add their own OpenAI key to their AppSetter account.
We found through trial and error that leveraging different AI systems, notably:
Resulted in better performance.
Now, if we were to ask you for 3 API keys (some models aren’t publicly available yet either), it would be a pain for you.
And if you’re an agency, it would be a pain for you to manage.
So, we’ve rolled out our own AppSetter Credit System.
Simply click inside the “Manage Your AppSetter Credits” form and enter the amount of credits you would like to purchase in USD. We bill you the same as the OpenAI / Anthropic / Google + a small markup to cover processing fees.
Double check the amount you would like to purchase.
Click “Top up credits”.
Reload the page to display your new credit balance.
If successful, you will see a new Invoice in your billing page, available at: https://app.smartrev.ai/admin/billing
You can download these invoices as PDFs by clicking the “Download” button next to the invoice ID.
We’ve provided $10 in free credits for every user that has a paid AppSetter account. This is to give you some overlap until you have time to go into the platform and upgrade.
To top up, simply go to: https://app.smartrev.ai/admin/billing and you will be able to:
If Billing is not enabled for you, that means we don’t have a Stripe Customer ID matching your AppSetter account. Please contact us at support@smartrev.ai and we’ll be able to help you.
If you are under an agency, you should see the following text: “AppSetter usage credits are managed by your agency” along with the agency's account email.
AppSetter supports the ability for Agencies to manage Business user accounts through our Agency Unlimited account. This allows Agencies to invite users and manage their agents.
Please see the video here for step-by-step instructions: https://www.youtube.com/watch?v=ntqBs3Y0VoM
To invite your clients to AppSetter, please follow the below steps:
Every business needs to have their own AppSetter account, as those accounts grant us (and therefore you) access to their GoHighLevel Account for AppSetter to run. You can connect their GoHighLevel account to their AppSetter account by following the below steps;
If a business wishes to grant access to an agency account, all they have to do is:
Product listings are how you describe what you sell to AppSetter
Use this to get a feel for what you should be passing to AppSetter. You can cut this down quite a bit and get a similar outcome, so play about with it. There's no one-size-fits-all with this.
OFFER OVERVIEW
UNIQUE MECHANISM/UNIQUE SELLING POINT
Note: Please include a description of the qualifier and an explanation of the qualifier.
MUST HAVE QUALIFIERS
SOFT QUALIFIERS
With AppSetter, you can create one or more sales processes that guides a prospect through different phases of conversation. Whether you simply want to triage/qualify prospects or spend some time discussing pain-points, it’s all under your control. You can also examine the sales processes already provided by AppSetter. When connecting Gohighlevel workflows to AppSetter, you will need to reference one of your sales processes or use one of those already provided.
SALES PROCESS
Conversations are in [INSERT NUMBER] of phases.
Phase 1: [insert objective] e.g. clarify why the prospect booked a call.
- Step 1:
- step 2:
- Step 3:
- Example:
Phase 2: [insert objective] e.g. Qualify the prospect
- Step 1:
- step 2:
- Step 3:
- Example:
Phase 3: [insert objective] e.g. Book the appointment
- Important, cannot enter this phase if the prospect has not been qualified in phase 2.
- Step 1:
- step 2:
- Step 3:
- Example:
SALES PROCESS
Conversations are in 3 phases.
Phase 1: Clarify what the prospect wants
- Ask questions to understand why the prospect wants to achieve the outcome.
- Example: "Hey, this is [assistant_name] from [company_name], what has you interested in (outcome)"
Phase 2: Qualify the prospect
- Figure out if the prospect qualifies for the product by asking questions related to the qualifiers.
If they qualify, they go to phase 3, if they don't, politely end the conversation.
- Example: "Gotcha, how many clients are you working with right now?"
- Example: "Ok - do you own your property?"
- Example: "How many clients would you need to replace your income"
- Example: "I'm sorry, but it seems like our product might not be a good fit for your needs. If you have any questions, please contact {company_name} directly."
Phase 3: Book the appointment
Knowledge Banks allow you to upload documents (pdf or txt) for AppSetter to leverage during the sales process.
This is hugely valuable if you have:
To add a Knowledge Bank to your AppSetter agent, all you have to do is:
AppSetter works on an 'Agent' model. Agent's can have:
As you've created all of your Agent components, you're now ready to create your first Agent.
Agents are split into four tabs:
This tab covers basic info like your agent name, who its working for, company contact details and the role of the agent (sales or support.
This tab covers the products the agent is selling. You can add multiple products and so long as prompted inside the sales process, the agent will work out which product is appropriate for the prospect.
Note: In this section you'll see a field called 'Additional Information' - this simply references knowledge Banks.
Who am I selling to? Note: This field is optional, we recommend passing through information about the audience and campaign they are in
PROSPECT INFO
Demographics
Pain Points
Desires
CAMPAIGN SPECIFICS
Prospects come in through a Facebook ad promoting [INSERT OFFER]
They may/may not have read/watched/consumed content about [INSERT TOPIC]. If not, point them towards [CONTENT PAGE]
Products (simply click inside the field to add your products).
Additional Information (Psst this is just Knowledge Banks)
This tab covers the sales process and how the agent interacts with prospects.
Choose an existing script (simply click inside the field to add your products)
Custom fields - this allows the agent to update custom fields during the conversation)
Are prospects in one timezone? Select a timezone if you are working with local leads where asking for their timezone to work out an appointment time is not relevant.
Enable/Disable the checkboxes requiring the agent to gather name, email and phone number depending on where your agent is communicating. This is important when conversing over Messenger, Instagram DM's or Live Chat.
To have AppSetter split it's messages up to look more natural, you can enable natural message splitting to work across the following channels. Note: If you turn on message splitting for SMS, this will incur more costs as you will be charged for each individual message rather than one message, so keep this in mind.
Choose a calendar (this is pulled in from your connected account)
Choose my AI model (by default it's set to let us pick for you. At the moment we are leveraging Claude Sonnet 3.5 however also support GPT-4o and GPT-3.5-Turbo.
Write my API Label (this is what you reference when building workflows)
AppSetter allows you to update contact custom fields during a conversation. This looks trivial, however it opens up a world of possibilities with automations, workflows and lead qualification.
Custom Fields can be created by going inside your GoHIghLevel or SmartRev sub account and...
Now, if you go back to your AppSetter agent and refresh the page, when you select custom fields you will see your newly created custom field that the agent can update, congrats!
At first it can appear that custom fields have little use within AppSetter, however the possibilities are near endless.
Let's say you want your AppSetter agent to be able to dynamically book leads on three different calendars depending on the class they want to book. In this case we'll setup two custom fields:
The Class Type custom field would be a 'Dropdown (single) custom field with the two class types as options, for example:
We would set the description of this field to: 'Used to select the Gymnastics class type the prospect would like to book'.
This is the custom field the agent would be updating.
Then, we'd create the Calendar ID custom field with a 'single line' text field type.
Then we would create a new workflow called something like: "AppSetter - Set Calendar".
Rename where it says 'branch' to 'Book Kids Class'.
In the first 'branch' - set the selector to 'Contact Details' then filter for the 'Class Type' Custom Field.
Set the 'operator' to 'Is' and the value to 'Kids Class'.
Add another 'Branch' and rename it to 'Book Adults Class' with the same selector 'Contact Details' and filtered for the 'Class Type' custom field.
Set the 'operator' to 'Is' and the value to 'Adults Class'.
Now you'll see there's two 'paths' - one for the kids class, and one for the adults class.
Now, all we do is:
Do the same for the 'Adults Class' path.
Then, inside your AppSetter Continue workflows:
If using Webhooks:
This way, you're able to dynamically book the lead on the right calendar without having to use multiple agents all by using custom values and workflow triggers.
We use Workflows as ‘Triggers’ so we know WHO to engage with, what products to sell and what sales process to use. We do this through calling AppSetter through ‘Webhooks’ and passing data to AppSetter. This is how we can use AppSetter for different platforms, like separating the sales process you use for FB lead form leads to IG DM leads, or email/SMS list reactivation.
In order to keep your AppSetter account secure, we require all connections from your Gohighlevel WorkFlows to AppSetter to be authenticated with an API key. This is different from your OpenAI API key, and is simply a long password that we have generated for you. In order to configure this, see the section
There are up to three core workflows for you to configure, depending on the functionality you want:
If you use multiple channels to communicate with leads depending on the action they take, you'll need to setup start and continue conversation workflows for those scenarios. For example:
As part of AppSetter you get access to our prebuilt workflows that are designed to be as near plug and play as possible. To import the snapshot click the link below:
https://affiliates.gohighlevel.com/?fp_ref=innovaitr43&share=Txkpw8DTvPhALGxdOJTW
This will import the AppSetter tags:
Once the snapshot is imported, inside Automations, you'll see a list of folders following the naming convention: "AppSetter Master Workflows - [Platform]. E.g. AppSetter Master Workflows - SMS.
We've separated each channel into its own folder, so if you only need Facebook Messenger/Instagram DM workflows, you can find them in that specific folder.
Once inside, you'll want to open up the 'start' workflows and adjust their triggers. If we take the Messenger start workflow, you'll see this workflow will trigger when someone replies via Facebook Messenger and includes the keyword "Interested". This is os not every Message is sent to this workflow, and allows you flexibility in setting this up for ads.
Adjust the trigger phrase to suit your needs.
In all of the start workflows, we add the appsetter-start tag.
Then, if you open the AppSetter - Continue - Messenger workflow, you'll see this workflow only triggers when someone messages the page that has the appsetter-start tag applied.
Note: In all PREVIOUSLY IMPORTED workflows you will need to update:
To match what you have created inside the AppSetter platform.
Inside your AppSetter CRM or GHL sub account:
Inside your AppSetter CRM or GHL sub account:
Note: If you do not have these workflow actions available, please go to the 'Configure My Account' page on AppSetter and reconnect your AppSetter CRM or GoHighLevel account. Once complete, simply refresh the workflow builder and you will have access to the new workflow actions. We recommend all future workflows be built using these actions to minimise errors.
AppSetter makes it simple to setup follow up workflows so leads are contaced every X number of days. We do this through leveraging another workflow.
Note: This workflow comes prebuilt with the latest AppSetter snapshot. Simply edit the number of days you would liket the agent to wait before following up.
If you'd like this workflow to re engage leads that reply through SMS, Messenger, Instagram, Live Chat or WhatsApp...
Then, in the "AppStter - Waiting For Reply - Dynamic Follow Up" workflow...
This will work for all reply channels EXCEPT email, as that requires a subject line. 🙂 However you could add an if/else to handle that in there, too.
AppSetter allows you to easily create customer service agents. The core difference is the underlying prompt and interpretation of the sales process.
To create a customer support agent, the only two changes you need to make are:
You still need to add:
With AppSetter, you’ll want to test drive your START conversation workflows and your CONTINUE conversation workflows.
We recommend using Facebook Messenger as this allows for quick and efficient testing. All you have to do is go to Settings -> Integrations and you'll see an option to integrate your Facebook page to the sub account. Once complete, you can continue setting up the AppSetter Master Workflows - Messenger
We recommend updating the Messenger Start workflow trigger so it only triggers when you include a particular phrase, like 'AppSetter Test', then, in Messenger Continue workflow, just make sure you're looking for the 'appsetter-start' tag.
This way, you can effectively test your agent without interrupting your other workflows.
**Note: AppSetter has a 30-second ‘buffer’ at which point the message will be passed to the AI. Responses typically take under 20 seconds. If you would like to adjust this, simply update the following fields:
If no response is received after 2 minutes:
Continue Conversation workflows need to be enabled to properly test.
Inside the AppSetter platform you can see each request your agent processes, this allows you to check the status of the message.