Mapping each bot phase to its corresponding pipeline stage in GHL.
Phase 0
Intelligent Greeting
→
Capture name + email. Create/update contact.
Info & Guidance
Answer Questions
→
Answer service questions, build trust, educate on Frenzy expertise.
Booking Push
Share Link / Phone
→
When user shows booking intent, share GlossGenius link + phone number.
DQ / Fallback
Disqualify or Hand Off
→
DQ types A-D or transfer to phone for complex queries.
| Bot Phase |
Pipeline Stage |
Entry Criteria |
Exit Criteria |
Movement Trigger |
| Phase 0 — Greeting |
New Lead |
Contact created via Meta DM |
Bot sends first message |
Contact created |
| Info & Guidance |
Contacted |
Two-way conversation started |
User shows booking intent |
First user response received |
| Booking Push |
Qualified |
Bot shares booking link / phone |
User confirms booking or disengages |
Tag: booking-link-sent |
| User confirms booking |
Booked |
User tells bot they booked |
Service rendered |
Tag: appointment-booked |
| Post-service |
Completed |
Service rendered at salon |
Follow-up sent |
Manual (Mosella) |
| DQ A-D / Fallback |
Lost |
DQ triggered or bot stuck |
— |
Tag: dq-* or human-handover |