Agro Revolution — GHL Configuration Sprint
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Phase 0: Discovery & Strategy
0/5 Pending- Collect Marketing Brain HTML (auto-discovered or ask equivalent questions)
- Extract focus cluster, buyer persona, customer journey
- Select industry pipeline template: Wholesale / B2B Distribution
- Map customer journey → bot role → pipeline stages
- Present strategy brief to team (see artifact for details)
Cluster: Fincas con riego tecnificado (fruta, hortaliza, palma, arroz, fresa, aguacate) · Bot role: calificar y confirmar cupo al webinar · Pipeline: Wholesale / B2B Distribution (webinar-first)
Strategy Brief
Focus cluster, offer, pipeline template, bot role, brand voice, audience summary, channel map.
Conversation Flow
Full approved bot flow with all questions, DQ types, and booking step.
Phase 1: Account Foundation
0/6 Pending- Go to Settings → Brand Kit. Click "Upload Logo" → select horizontal logo (350×180px). Set primary color to #54B435, secondary to #2E7D32. Click Save.
- In Brand Kit: set heading font Baloo 2, body font DM Sans. Add social links: YouTube: https://www.youtube.com/@agrorevolution4682. Upload favicon.
- Go to Settings → Integrations. Connect: Google Calendar, Gmail/SMTP, Facebook, LinkedIn, TikTok, WhatsApp, Google Ads. Verify each shows "Connected".
- Go to Settings → Domains → "Connect Domain". Enter agrorevolution.com.co. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
- Go to Settings → Account. Set timezone America/Bogota, language es. Verify SSL enabled, email subdomain DNS configured.
- Go to Settings → Tags. Create each tag from Tags Map artifact: Source (3), Pipeline (4), DQ (5), Bot Events (4), Workflow (6).
Brand Kit Preview
Logo, colors, typography — copy to GHL Brand Kit.
Tags Map
All tags organized by category — import into GHL Tags.
Tutorial screenshots for account foundation setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Crear Panel de Marca
Brandkit - upload logo colours
Crear etiquetas basicas
Integraciones
Enable External Tracking
Connect domain subdomain and email subdomain
Create dedicated Domain
Phase 2: Data Architecture
0/6 Pending- Go to Settings → Custom Fields. Click "Add Field" for each field in the Custom Fields Table artifact. Create ALL contact fields first, THEN opportunity fields. Use exact labels and keys from artifact.
- Go to Settings → WhatsApp. Connect number (or use existing). Then go to Marketing → WhatsApp Templates → "New Template". Create each template from artifact: Meeting Confirmation, Follow-up 24h, 3d, 5d, Re-engagement.
- Go to Settings → Integrations → Email Services. Set up LeadConnector Email or connect SMTP. Create dedicated email domain. Verify SPF/DKIM records.
- Go to Settings → Users → "Add User" for each team member (see User & Calendar artifact). Then go to Settings → Calendars → create calendars per user. Set booking rules, notifications, availability.
- Go to Settings → Business Profile. Fill all 17 fields from Business Profile Settings artifact: name, phone, address, hours, description, services. Copy-paste each value from artifact.
- Test: Create a test contact. Verify all custom fields appear. Send test WhatsApp template. Schedule test calendar event. Verify email delivery.
Custom Fields Table
All contact & opportunity fields with types and keys.
WhatsApp Templates
Approved WhatsApp message templates.
User & Calendar Config
Calendar settings and user configuration.
Business Profile Settings
17-field GHL Business Profile config — copy-paste ready.
Tutorial screenshots for data architecture setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Crear Campos personalizados
Conectar whatsapp
Conectar WhatsApp
Gestionar números 1
Gestionar números 2
Gestionar números 3
LeadConnector Email Systems
Crear un dedicated domain
Check los email settings
Crear Calendarios
Create Personal Calendars
Calendar Notifications
Crear usuarios
Seleccionar Calendario correcto
Business Profile settings
Phase 3: Pipeline & Imports
0/5 Pending- Go to Settings → Labs. Enable "Opportunity Forecasting" toggle.
- Go to Opportunities → Pipelines. Click "Create Pipeline". Name it Crop Booster · Webinar Funnel. Select type Wholesale / B2B Distribution (webinar-first).
- Add stages from Pipeline Stage Map: open each stage, set name, probability, order. See Stages tab for copyable names.
- Import existing contacts (CSV) — go to Contacts → Import. Map CSV columns to custom fields. Verify 5 sample imports.
- Go to Automation → Pipeline Automations. Set stage enter/exit triggers for each stage per workflow map.
Copy these stage names into GHL when creating the pipeline. Paste each name into the "Stage Name" field.
| # | Stage Name | Probability | Bot Phase | Copy |
|---|---|---|---|---|
| 1 | Lead Identificado | 10% | Phase 0 — Greeting | |
| 2 | Calificado | 25% | Phases 1-3 — Qualification | |
| 3 | Webinar Confirmado | 40% | Phase N — Booking | |
| 4 | Reunión/Demo Agendada | 60% | Human takes over | |
| 5 | Cotización Enviada | 80% | Human takes over | |
| 6 | Negociación | 90% | Human takes over | |
| — | Won | 100% | GHL auto | |
| — | Lost | 0% | GHL auto |
💡 Pipeline stages must match exactly what the Bot Pipeline Map expects. Copy names from Stage Map artifact to verify.
Bot Pipeline Map
Bot role → pipeline stage mapping with disqualified handling.
Pipeline Stage Map
Detailed stage config with probability, order, and bot assignments.
Tutorial screenshots for pipeline and imports setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Opportunity forecasting
Create Pipeline and Stages
Phase 4: AI Agent Bot
0/7 Pending- Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://agrorevolution.com.co/. Select pages to scrape, set exclusion rules.
- In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - Agro Revolution".
- Upload Marketing Brain HTML as a knowledgebase document: "Add Source" → "File" → select the Marketing Brain HTML file.
- Create bot: name + knowledgebase selection
- Configure 🧠 Personality (Layer 1) — see tab
- Configure 🎯 Objective (Layer 2) — see tab
- Configure 📋 Additional Info + ⚙️ Actions (6 actions)
Copy this into the bot's 🧠 Personality field. Customize bracketed values for this client.
🧠 Personality & Role
Eres Asesor Agro Revolution, Asesor comercial de Agro Revolution.
Tu objetivo: primer contacto cálido, identificar necesidad y agendar cupo al webinar Crop Booster (jueves 19:00 / viernes 18:00).
Rasgos clave:
- Tono: cercano al agricultor, esperanzador y con base científica
- Una sola pregunta por mensaje. Sin rodeos.
- No mencionas ser bot ni IA.
- Si tienes {{contact.name}}, úsalo. Si no, lo pides.
- Si el usuario se desvía, reconduces con una frase corta.
REGLA DE ORO: nunca cotizar precios — el precio se define con el equipo de ventas
Copy this into the bot's 🎯 Goal field.
🎯 Goal (Objetivo Principal)
Tu meta es PRIMERO riego, cultivo, hectáreas y región y SEGUNDO cupo al webinar Crop Booster (jueves 19:00 / viernes 18:00).
La estructura de éxito OBLIGATORIA es:
1. Saludo y Datos: Obtener Nombre/Correo.
2. EL FILTRO: Preguntar explícitamente por el servicio.
3. Diagnóstico Específico: Preguntas de calificación.
4. Agendar: Lograr fecha y hora concreta.
5. Activar comando de salida.
Comandos de Salida:
- Webinar Crop Booster → STOPBOT_WEBINAR
- Descalificado → STOPBOT_DESCALIFICADO
Copy this into the bot's 📋 Additional Information field. This is the complete conversation architecture.
🟡 FASE 0 — SALUDO INTELIGENTE
LÓGICA INTERNA (NO mostrar al usuario):
✅ Tienes {{contact.name}}, {{contact.email}} y {{contact.company}}:
→ Saluda + reconfirma empresa. → Ve al PASO 3.
✅ Tienes solo {{contact.name}} y {{contact.email}}:
→ Pregunta por empresa. Guarda en {{contact.company_name}}. → Ve al PASO 3.
❌ No tienes ningún dato:
→ Saludo estándar pidiendo nombre. → Flujo completo desde PASO 1.
Si el usuario menciona un tema no relacionado:
→ TRANSFERIR_A_HUMANO
🟢 FLUJO Webinar Crop Booster
PASO 1 — ¿Cuál es tu cultivo principal?: "[question text]"
LÓGICA INTERNA: [conditions]
→ Guarda en: {{contact.field_key}}
PASO 2 — [NEXT QUESTION]: ...
...
PASO N — AGENDAMIENTO: "[booking text]"
→ STOPBOT_WEBINAR
🔴 DESCALIFICACIÓN
🔴 TIPO A — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO B — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO C — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO D — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO E — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🧩 REGLAS CRÍTICAS DE COMPORTAMIENTO
1. DATOS PREVIOS: Antes de cada paso, verifica si ya tienes el dato.
2. HUMANIZACIÓN: Usa {{contact.name}} al menos cada 2 mensajes.
3. EMPATÍA ACTIVA: Siempre valida antes de continuar.
4. CALIFICACIÓN SILENCIOSA: La lógica interna nunca se menciona al usuario.
5. CALENDARIO: Siempre ofrece horarios concretos. Nunca "voy a revisar".
6. STOPBOT: NUNCA actives STOPBOT sin confirmar (excepto DQ).
7. [INDUSTRY-SPECIFIC RULE]
📦 CAMPOS A GUARDAR:
- {{contact.field_1}}
- {{contact.field_2}}
- {{contact.field_3}}
⚠️ Configure these 6 actions in order inside your AI Agent Bot → Actions tab.
See artifacts/05_AI_Agent_Actions.html for the complete configuration with real client values.
| # | Action | Purpose | Artifact |
|---|---|---|---|
| 1 | Book Appointment | Calendar booking with reschedule | 🔗 |
| 2 | Start Workflow | 2 sub-actions: Descalificados + Mover a Oportunidad | 🔗 |
| 3 | Add Contact Info | 1 action per field in approved flow | 🔗 |
| 4 | Stop Bot | 3 scenarios: Goodbye, STOPBOT_Webinar Crop Booster, STOPBOT_DESCALIFICADO | 🔗 |
| 5 | Transfer to Human | 4 scenarios: Requested, Missing Info, Unresolved, Wrong Service | 🔗 |
| 6 | No Reply Follow-up | 2h / 22h re-engagement sequence | 🔗 |
Bot Agent Summary
Complete 🧠 Personality, 🎯 Objective, 📋 Additional Info prompts — all copyable.
AI Agent Actions
All 6 actions with real client values, field mappings, trigger phrases.
Knowledgebase Content
Website scrape URL, 10+ FAQs, Marketing Brain upload instruction — all in TARGET_LANG.
Tutorial screenshots for bot setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Go to Ai Agents - Knowledgebase
Train the bot
Create Bot
Set Goals and Actions
Save Bot
Phase 5: Marketing Channels
0/4 Pending- Go to Marketing → Social Media. Click "Connect" for each platform: Facebook, Instagram, LinkedIn, Google Business Profile, TikTok, YouTube, Pinterest. Authorize each account.
- Go to Marketing → Emails → "New Template". Create 4 templates from Email Templates artifact: Follow-up D3 (educational), D5 (case study), D15 (last touch CTA), Meeting Reminder (24h before).
- Go to Settings → Integrations → Phone Numbers. Set up SMS provider (Twilio or GHL native). Verify VoIP settings if applicable.
- Go to Settings → Email Services → Dedicated Domain. Enter subdomain. Copy DNS records to domain provider. Verify SPF, DKIM, MX records are propagated.
🔌 Integration Checklist
| Platform | Status | Notes |
|---|---|---|
| Facebook / Instagram | Pending | Social + ads connection |
| Pending | Professional network | |
| Google Business Profile | Pending | Local presence |
| TikTok | Pending | Social reach |
| YouTube | Pending | Video content |
| WhatsApp Business | Pending | Primary messaging channel |
| Google Calendar | Pending | Primary calendar for booking |
| Gmail / SMTP | Pending | Email sending |
✉️ Email Templates
Created in Marketing → Emails. Copy adapted from Marketing Brain Message Block Library.
Email Templates
4 branded templates with HTML structure.
Tutorial screenshots for marketing channels setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Connect social media
Social media connected
Create email template
Email template example
Phase 6: Automation Engine
0/2 Pending- Go to Automation → Workflows → "New Workflow". Create all 13 workflows from Workflow Templates artifact. Follow each trigger → condition → action chain exactly. Use real stage names, tag names, and field keys from artifacts.
- Test: Create test contact → trigger each workflow → verify stage moves, tags applied, notifications sent. Fix any broken triggers.
🔧 Workflow Templates (13 Automations)
🗺
Explora y arma cada workflow en el Workflow Builder interactivo (canvas estilo GHL, checklist de progreso y config por nodo). Requiere
Abrir Builder ↗
pnpm dev corriendo en react-app/.All 13 workflows with triggers, conditions, actions, and dependency map. See artifact for full node-level config.
| # | Workflow | Trigger | Key Actions | Artifact | Builder |
|---|---|---|---|---|---|
| 1 | Update status when IA books meeting | Bot: Mover a Oportunidad | Move stage, add tags, notify | 🔗 | 🗺 |
| 2 | Update status when IA disqualifies | Bot: Descalificados | Move to Lost, tag DQ reason | 🔗 | 🗺 |
| 3 | Update disqualified (system) | Tag or stage change | Move stage, log date | 🔗 | 🗺 |
| 4 | Disqualified + pixel | Stage: Lost + DQ tag | Send pixel event | 🔗 | 🗺 |
| 5 | Cold leads | 14d inactivity | Tag cold, move stage | 🔗 | 🗺 |
| 6 | Won + pixel | Stage: Won | Pixel event, onboarding, notify | 🔗 | 🗺 |
| 7 | Lost | Stage: Lost | Capture reason, nurture | 🔗 | 🗺 |
| 8 | Duplicate contact to opp | Opportunity created | Copy contact fields | 🔗 | 🗺 |
| 9 | Meeting reminder | 24h/1h pre-appointment | Send WhatsApp template | 🔗 | 🗺 |
| 10 | Deactivate IA on disqualify | Tag: ia-disqualified | Stop bot, add tag | 🔗 | 🗺 |
| 11 | Follow-up 72h | 72h no response | WA seq: 24h→3d→5d→10d→15d | 🔗 | 🗺 |
| 12 | Create lead from form | Form submission | Create contact + opp + start bot | 🔗 | 🗺 |
| 13 | Google Ads conversions | Stage: Won / Contact created | Send conversion to Google | 🔗 | 🗺 |
Workflow Templates
All 13 workflows with triggers, conditions, actions, and dependency map — full node-level config.
Tutorial screenshots for automation engine setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Workflows 1
Workflows 2
Phase 7: Assets & Go-Live
0/5 Pending- Go to Funnels → "Create Funnel". Choose "Landing Page". Use Landing Page Mockup artifact as design reference. Add form element → map each form field to the corresponding custom field key from Fields Table.
- Go to Settings → Domains. Verify main domain and email subdomain are connected. Go to Settings → Email Services → verify DNS records (SPF, DKIM, MX) are green/verified.
- Go to Funnels → Settings → Tracking Codes. Paste Meta Pixel ID, Google Ads conversion tag, and any other tracking codes. Set up Google Ads conversion in Automation → Workflows.
- E2E test: Submit test form → verify contact created → bot greets → answer all questions → book calendar → verify workflow fires → check tags applied → check stage movement.
- Final sign-off: Review all 8 phases. Confirm all artifacts created. Run go-live checklist: DNS propagated, bot active, workflows enabled, landing page published, tracking verified.
🌐 DNS Record Table
Add these records at the domain provider. Create email subdomain in Settings → Email Services.
| Type | Name | Value | Purpose |
|---|---|---|---|
| CNAME | mail.agrorevolution.com.co | POR CONFIRMAR — copiar de GHL → Settings → Domains | Email subdomain |
| TXT | agrorevolution.com.co | POR CONFIRMAR — copiar de GHL → Settings → Domains | SPF record |
| TXT | POR CONFIRMAR — copiar de GHL → Settings → Domains._domainkey.agrorevolution.com.co | POR CONFIRMAR — copiar de GHL → Settings → Domains | DKIM signing |
| CNAME | www | POR CONFIRMAR — copiar de GHL → Settings → Domains | Subdomain routing |
Landing Page Mockup
Self-contained responsive HTML: Hero → Form → Social Proof → CTA → Footer.
Tutorial screenshots for landing pages and forms setup.
list of funnels
Funnels-landing pages
funnel details
funnel settings tracking codes
Marketing - Forms
set up forms
Summary
8
Phases
0
Completed
0
Total Steps
0
Steps Done
13
Workflows
25+
Tags