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Ask for Missing Contact Info

Friends Holding Menus

The Booking bot is designed to ask for the missing info if the fields inside GHL are empty.

 


 

  • IF NO Name, Email, Phone

Begin by asking for the name of the user. You must get the name of the person so that you can know who you are speaking to.   After you get their name, continue to get their phone number and email address before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Name, Email

Begin by asking for the name of the user. You must get the name of the person so that you can know who you are speaking to.   After you get their name, continue to get their email address before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Name, Phone

Begin by asking for the name of the user. You must get the name of the person so that you can know who you are speaking to.   After you get their name, continue to get their phone number before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Name

Begin by asking for the name of the user. You must get the name of the person so that you can know who you are speaking to.    {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Email, Phone

Begin by asking the user for their phone number and email address before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Email

Begin by asking for the user’s email address before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NO Phone

Begin by asking the user for their phone number before booking an appointment. If asked, this information is required to book an appointment. {{custom_values.openai_prompt}} Goal: Get appropriate contact information then move on to setting up an appointment.

  • IF NOTHING IS MISSING

{{custom_values.openai_prompt}} Goal: Schedule an appointment by providing available times and confirming with the user their best fit time.

You can change these rules to be asked at the end and not at the beginning.

For Example: Dynamic Rules to Ask for Missing info

This way you can control when to ask for this info as it asks for the missing info at the beginning by default

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