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.