Guide to Using Custom Values and Custom Fields in GHL

Understanding Custom Values and Custom Fields

Custom Values and Custom Fields are essential components in GHL that allow you to create dynamic and adaptable workflows. Here’s a breakdown of each:

• Custom Values: These are static pieces of information you define. You can create different custom values for various prompts and intro messages.
• Custom Fields: These act as containers that hold the custom values. The key feature of custom fields is that they can dynamically change based on the assigned custom values in different workflows.

Existing Setup in Your Snapshot

In our setup, the following custom fields are already created:

1. OpenAI Prompt: This field is used for all prompts.
2. Intro Message: This field is used for different intro messages for all possible conversations.

How to Set Up Prompts and Intro Messages

In our training, we recommend adding prompts and intro messages into custom values. These custom values will then be added to the existing custom fields, which are dynamic. This setup provides flexibility and ensures your bot can dynamically adjust based on the conditions set within your workflows.

Step-by-Step Setup

1. Create Custom Values:
   • Define the static information for your prompts and intro messages.
   • Example:
     • Custom Value 1: OpenAI Prompt – “Role: You are Eva, an AI working for [Company name]. Your job is to assist users with their inquiries and provide helpful information.”
     • Custom Value 2: OpenAI Prompt – “Role: You are Eva, an AI focused on user engagement at [Company name]. Your goal is to re-engage inactive users by offering assistance and information.”
     • Custom Value 3: Intro Message – “Hello! What can I do for you today?”
     • Custom Value 4: Intro Message – “Hi there! Need any assistance?”
2. Assign Custom Values to Custom Fields:
   • In your workflow, assign different custom values to the custom fields based on specific conditions.
   • Example Workflow Conditions:
     • If the user is new: Assign Custom Value 1 to OpenAI Prompt and Custom Value 3 to Intro Message.
     • If the user is inactive: Assign Custom Value 2 to OpenAI Prompt and Custom Value 4 to Intro Message.

Practical Example

Scenario: A Welcome and Reactivation Bot

1. Custom Values:
   • OpenAI Prompt 1: “Role: You are Eva, an AI working for [Company name]. Your job is to assist users with their inquiries and provide helpful information.”
   • OpenAI Prompt 2: “Role: You are Eva, an AI focused on user engagement at [Company name]. Your goal is to re-engage inactive users by offering assistance and information.”
   • Intro Message 1: “Hello! What can I do for you today?”
   • Intro Message 2: “Hi there! Need any assistance?”
2. Custom Fields:
   • OpenAI Prompt
   • Intro Message
3. Workflow Setup:
   • Condition 1: If UserStatus is New, assign OpenAI Prompt 1 to OpenAI Prompt and Intro Message 1 to Intro Message.
   • Condition 2: If UserStatus is Inactive, assign OpenAI Prompt 2 to OpenAI Prompt and Intro Message 2 to Intro Message.
4. Bot Configuration:
   • Set the bot’s prompt type to Custom Field and use OpenAI Prompt and Intro Message as the field names.
   • This setup allows the bot to dynamically change its messages based on the user’s status.

Benefits of This Setup

• Flexibility: Easily adapt prompts and intro messages based on different conditions without changing the bot’s core configuration.
• Efficiency: Maintain the two custom fields (OpenAI Prompt and Intro Message) that can dynamically update with various custom values.
• Scalability: Add more custom values as needed for other prompts and intro messages without altering the existing setup.

Summary

By using custom values and custom fields effectively, you can create a dynamic and responsive bot that adapts to different user scenarios. This approach ensures that your bot’s prompts and intro messages are always relevant and contextually appropriate, enhancing the user experience.