Connect to your landing page and launch

Step 1: Duplicate the Live AI Booking Workflow

1. Go to Workflows inside your Intellia account.

2. Locate the workflow named:
   [TEMPLATE – DUPLICATE BEFORE USING] 1CallClose™ AI Booking Workflow v1 CAA 1 Jan 26

3. Duplicate this workflow.

1. Rename the duplicated version clearly (for example: 1CC AI Booking – LIVE).

ℹ Important:
This workflow is used for actual leads.
You will copy your finalized setup from the testing workflow into this live workflow.

Step 2: Open Both Workflows Side-by-Side

To make copying easier:

1. Open the following two workflows in separate browser tabs:

   • [TEMPLATE – DUPLICATE BEFORE USE] 1CallClose™ AI Agent Testing Workflow

   • [TEMPLATE – DUPLICATE BEFORE USING] 1CallClose™ AI Booking Workflow v1 CAA 1 Jan 26

2. Keep both tabs open so you can copy configurations accurately from test → live.

Step 3: Connect the Live Workflow to Your Real Opt-In Form

This step connects your Live AI Booking Workflow to the real form your leads will submit from your landing page.

1. Open your To Live AI Booking Workflow (the duplicated to live version).

2. Go to the Trigger section.

3. Locate the Trigger: Opt-in filter.

4. Update the filter:

   • Form is → select your real opt-in form

   • This should be the form used on your active landing page (if applicable).

5. Save the changes.

⚠ Important:
Make sure you are selecting the actual form your leads will fill out, not the test form used earlier. This ensures real leads trigger the AI booking conversation correctly.

Once this step is completed, your live workflow is now connected to your landing page and ready to receive real leads.

Step 4: Copy the Initial AI Message to the Live Workflow

1. In your AI Agent Testing Workflow, locate the SMS action:
   Appointment Booking Conversation Message 1

2. Copy:

   • The message content

   • Any personalization you added (AI name, company name, tone)

3. Switch to your Live AI Booking Workflow.

4. Open the SMS action with the same name:
   Appointment Booking Conversation Message 1

5. Paste the copied content and save.

Step 5: Copy the AI Bot Configuration to the Live Workflow

1. In your Testing Workflow, open the action:
   Appointment Booking Conversation AI Bot

2. Copy all configurations, including:

   • Selected calendar

   • Personality settings

   • Additional Instructions

3. Switch to the Live AI Booking Workflow.

4. Open the action with the same name:
   Appointment Booking Conversation AI Bot

5. Paste and save all settings exactly as tested.

Step 6: Configure Appointment Booked Notifications

1. In the Live AI Booking Workflow, locate the condition branch:
   Appointment Was Booked

2. Configure who should receive booking notifications:

   • Yourself, or

   • A specific team member (sales, admin, or closer)

3. Update the email recipient(s) accordingly and save.

Step 7: Create the Appointment Follow-Up Email

1. Inside the Appointment Was Booked path, add or edit the email action.

2. Create your follow-up email copy to:

   • Confirm the appointment

   • Set expectations

   • Reinforce next steps

3. Review the email content carefully before saving.

Zoomed version