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Build, Test & Go Live: Buyer Qualification & Pre-Seduction AI Booking Workflow | Intellia

All collectionsCRM BasicGeneralAI Collection1CallClose.Agent Implementation GuideBuild, Test & Go Live: Buyer Qualification & Pre-Seduction AI Booking Workflow

Build, Test & Go Live: Buyer Qualification & Pre-Seduction AI Booking Workflow

Step 1: Create Your WhatsApp Templates

Step 2: Duplicate the 1CallClose.Agent TESTING Workflow

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

Step 4: Publish + Test Your 1CallClose™.Agent

Step 5: Duplicate & Configure the LIVE Workflow (Real Leads)

Step 6: Confirmation + Appointment Booked Follow-Up