Step 3: Configure the Workflow Trigger (TEST Form Only)

Goal

Ensure the AI triggers only from a test form to avoid messaging real leads.

Step 3.1 Set the trigger filter in the TEST workflow

1. Open your duplicated [TEST] workflow

2. Click Trigger: Form submitted

3. Add filter:
   Form is → [TEST FORM — NOT LIVE] 1CC AI Booking Test Form or (the form you created for test)

4. Save

🚨 Critical: If this filter isn’t set, STOP. Fix it before publishing.

✅ Checkpoint: TEST workflow triggers only from TEST form.

Step 3.2 — Personalize the Initial WhatsApp Message

Locate the first message action

Inside your duplicated TEST workflow, find the action: Inbound Lead Follow-Up (WhatsApp)

Select WhatsApp template (this should be the template you created earlier for initial message):

✅ Checkpoint: First message reads like a human assistant from your brand.

Step 3.3 Configure the AI Bot Instructions + Calendar

1. Open the action:
   1CallClose™.Agent - Buyer Qualification & Booking

2. Select the relevant calendar

   • Choose the calendar you want the 1CallClose.Agent to book appointments into

   • Make sure this calendar matches your availability and offer

⚠ Selecting the wrong calendar may cause booking issues. (If you select the wrong calendar, the AI may book into the wrong schedule).

Step 3.3 — Review the prompt sections (2 areas)

Personality Section

• You may adjust the personality if needed

• Defaults are already tested by the team

• In most cases: only minor changes (or none)

Additional Instructions Section (This Controls Booking + Qualification)

This is the most important field — it tells the AI what to say, what to ask, and how to drive toward booking.

Use This Section To:

• Paste your business script (what the agent should say + how it should sound)

• Add qualifying questions (to filter serious buyers)

• Define objection handling (price, timing, trust, spouse, etc.)

• Control booking behavior (when to push for the calendar link / when to stop)

Fastest Way To Fill This (Recommended): Use Jia Li’s Custom GPT

1. Open the GPT: https://chatgpt.com/g/g-697f4c7641dc819193dff975e951e958-1callclosetm-agent-generator-intellia

1. Click: Start my 1CallClose™.Agent setup

1. Answer all questions in ONE reply:

   1. Answer all questions in ONE reply:

   2. Agent name (Closer name)

   3. Your business type (1 sentence)

   4. Target audience

   5. Result you help them achieve

   6. Framework/method you use

1. Copy the output and paste it into:

✅1CallClose™.Agent - Buyer Qualification & Booking → Additional Instructions

These fields depend on your preferred limit for the AI:

• MAXIMUM MESSAGES LIMIT BEFORE IT GOES TO APPOINTMENT NOT BOOKED

• TIME OUT (VALUE)

• TIME OUT (UNIT)

Channel: Choose WhatsApp

Step 3.4 — Save changes

Click Save after updating.

Step 3.5 — Set Up the Internal Notification Action

1. Open the Internal Notification Action

• Or click the existing Internal Notification WA action to edit it
  

2. Action Name

• Example:
  Internal Notification WA
  

3. Type of Notification

• Select: SMS/WhatsApp or email

4. To User Type

• Select: Particular User
  

5. Select Users

• Choose the team members who should receive this alert
  Examples:

  • Sales manager

  • Assigned closer

  • Ops / support team

6. Message Content
   Use a short, scannable alert with contact details:

Guidelines:

• Keep it concise

• Make it immediately actionable

• Always include lead contact details
  

Copy and paste ready and just edit the “your brand”:

7. Save the Action

• Click Save Action

Step 3.6 — Publish the TEST workflow

In your duplicated [TESTING] workflow → click Publish

Frequently Asked Questions

1. Why must the trigger be filtered to a TEST form?
   So the AI only fires when you submit the TEST form—this prevents accidentally messaging real leads while you’re still testing.

2. What’s the exact filter I should use?
   Inside the duplicated TEST workflow → Trigger: Form submitted → Filter:
   Form is → [TEST FORM — NOT LIVE] 1CC AI Booking Test Form (or your test form name).

3. What happens if I publish without the TEST form filter?
   It can message real leads unintentionally. The guide’s rule is clear: if this filter isn’t set, STOP and fix it before publishing.

4. I selected the wrong calendar—what breaks?
   Bookings can go into the wrong schedule (wrong person / wrong availability). Always select the correct calendar inside the Buyer Qualification & Booking action.

5. Where do I control what the AI asks/says (qualification, objections, booking rules)?
   In the AI action’s Additional Instructions (most important field). You can generate this fast using Jia Li’s Custom GPT, then paste it into Additional Instructions.