1CallClose™ AI Webinar: Step 3 - Configure the AI Workflow and Test

Step 1: Duplicate the AI Agent Testing Workflow

1. Go to Workflows inside your Intellia account

2. Locate the workflow named:
   [TESTING] 1CCr™ Webinar AI Agent

   

3. Duplicate the workflow

   

4. Rename it so it’s clearly your test version

   

Do not edit the original template. Always work from the duplicated version.

Step 2: Configure the Workflow Trigger (Test Form)

This ensures your AI is triggered only by a test form.

1. Create a test opt-in form
   Recommended name:
   [TEST FORM — NOT LIVE] 1CC AI Test Form

2. Form guide (if needed):
   https://info.theintellia.com/en/articles/33-how-to-create-a-form

3. Once created:

   • Open your duplicated workflow

   • Go to Trigger: Opt-in

   • Add filter:
     Form is → [TEST FORM — NOT LIVE] 1CC AI Test Form

Step 3: Select Your WhatsApp Template (Initial Message)

1. Inside the duplicated workflow, locate the action:
   WhatsApp 1

   

2. Select WhatsApp Template

3. Choose the welcome template you created in Step 2.

   

✅ This is the first message your lead receives — make sure it feels natural and aligned.

Step 4: Configure the AI Bot Instructions

1. Open the action: Conversation AI

2. Update as needed:

Personality Section

• You may adjust if needed

• Default prompts are already tested, so changes are optional

Additional Instructions Section

Use this to control:

• Your qualification script

• Questions before booking

• Handling pricing / objections / scheduling / reminders

Then Save the action.

Step 5: Publish + Test Your AI Agent

1. Publish the workflow

2. Open your test form:
   [TEST FORM — NOT LIVE] 1CC AI Test Form

3. Click Preview

4. Submit with:

   • Real contact details

   • Valid WhatsApp number

5. Chat with the AI and confirm behavior matches your setup

✅ If it doesn’t behave the way you want, go back to Step 4, tweak, and test again.