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Austin Automates

CloseBot 2 Minute Quick Start Guide

Initial Setup (< 2 minutes)

To get CloseBot responding to your messages on Email, Live Chat, SMS, Instagram DM, WhatsApp and Facebook Messenger in your CRM, there are just two things you have to do!

Step 1: Connect to Your Account to CloseBot with LeadConnector

Once logged in to your CloseBot account, navigate to your bot settings page and change to the bot that you want to get connected. In the Integrations section, you'll see you are able to click to connect to an account or search to connect to an account you've already connected to in the past.

You must be logged into the sub-account that you would like to connect to within the same browser. If you are, clicking this will bring up another window where you will see those accounts that you can connect to. Select the sub-account that you would like this bot to connect to.

Step 2: Make the CloseBot Workflow

CloseBot's automations are made up of a single trigger and a single action 🤩 Create a new workflow in your account as shown below.

Trigger - Customer Replied

Click to Add New Trigger and add a Customer Replied trigger. This will activate the workflow any time a customer sends you a message on any channel.

Action - Webhook

Click to add a new action and add a Web hook action. Edit the webhook to point to the CloseBot endpoint like this:

Here is that URL for you to copy/paste:

If you would like to use one that doesn't say CloseBot instead, feel free to use this one:

This action is what sends CloseBot the necessary information when it is triggered by a new message 👏

NOW WHAT!?!

GET $100 OFF USING CODE "AUTOMATE100"

Sign Up Through My Affiliate Link For Your Free Trial And Get Access To All My Bonuses And Step By Step Trainings And Give Aways!!!

My Link: https://app.closebot.ai/redirect?fpr=automate-a-business

WHAT YOU GET!!!...

  • Deep Dive Into Getting A.I. Assistant Set Up

  • How To Set Up Prompts And Objectives

  • Missed Call Text Back (Have A.I. Book Appointments From Missed Calls)

  • Database Reactivation (Turn Old Or Cold Data Into New Appointments)

  • Reputation Management (How To Automate 5 Star Reviews)

  • Social Media Assistant (Have A.I. Generate Leads From Your Social Media Following)

  • How To Sell These Services (If you are an agency or SAAS owner)

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