Goat Genie AI Open House скачать в хорошем качестве

Goat Genie AI Open House

For CRM Users Recent Video from Goat Genie explaining the various components of the AI Open House such as Sign In Page - Website Creation - Automations Step-by-Step Guide Phase 1: Create the Chat Widget This creates the visual "chat bubble" that visitors will see on the site. 1. Navigate: Go to Sites goto Chat Widget tab. 2. Create: Click "Create Website Chat Widget." 3. Select Type: Choose "All-in-One" (recommended for versatility) or "Live Chat." 4. Customize: o Chat Window: Configure where the bot responds (SMS, Email, Live Chat). o Initial Message: Set the text that pops up to greet the visitor. o Style/Icon: You can upload a custom image (e.g., the Goat Genie logo) to replace the default avatar. o Theme: Change the color scheme to match your branding. 5. Messaging Settings: Set up the Welcome Message and custom greetings (e.g., "Hi [Name], welcome back!"). 6. Save: Ensure you name the widget (e.g., "DEMO Website Chat Agent") and click Save. Phase 2: Build the Website/Funnel This creates the actual webpage for the Open House. 1. Navigate: Go to Sites goto Funnels (or Websites). 2. Create New: Click to create a new funnel. 3. Use Templates: To save time, browse the Template Library. o Search for "Real Estate" or "Property Leads." o Select a template that looks appropriate for an Open House or Property Listing. o Click "Continue" to load the template. 4. Strategy: Building it as a funnel allows you to easily boost the link on Facebook for lead generation later. Phase 3: Connect the Widget to the Website This bridges the chat tool (Phase 1) with the website (Phase 2). 1. Open Settings: Inside the specific Funnel or Website you just created, click on the Settings tab (usually found near the "Steps" or "Stats" tabs). 2. Enable Chat Widget: o Locate the "Chat Widget" option. o Select the specific widget you created in Phase 1 (e.g., "DEMO Website Chat Agent") from the dropdown menu. 3. Save: Click Save to apply the changes. The chat bubble will now appear on your live website. Phase 4: Domain Setup (Prerequisite) For the site to be live on the internet: 1. Settings: Click on the Gear Icon (Settings) in the main dashboard. 2. Domains: Go to the Domains tab. 3. Connect: You must purchase or transfer a domain (e.g., yourname.com). 4. Assign: Go back to your Funnel Settings and select this domain so the funnel has a live URL (e.g., yourname.com/open-house). Phase 5: Build the AI Agent This configures the "brain" that answers the questions. 1. Navigate: Go to AI Agents (or "Conversation AI"). 2. Create Bot: Click Create Bot. 3. Choose Methodology: o Guided: Good for lead capture forms and specific appointment booking. o Prompt-Based: You give it instructions on how to behave. o Flow-Based: Visual tree for advanced logic (creating complex paths). 4. Setup: (The video ends here, but the implication is to feed the bot the specific open house details so it can answer questions based on the listing). Key Takeaways • Don't use the "QR Code" menu to build the page; use the Funnel Builder for full customization. • Templates are your friend: Do not build from scratch; use the Real Estate templates provided in the library. • Enable Voice: If you want the agent to be able to talk, select "Voice AI" during the widget setup; this requires building both a voice and conversation agent.