| Setting | Value |
|---|---|
| Calendar Name | Goozone Seller Consultations |
| Duration | 30 min |
| Availability | Mon–Fri 9am–5pm AST |
| Assigned To | Pedro |
| Rescheduling | Enabled (up to 2h before) |
| Cancellation | Enabled (up to 1h before) |
| Buffer | 15 min between appointments |
Configure these workflow triggers. Workflow names match those in artifacts/10_Workflow_Templates.html.
| Trigger Condition | Workflow to Start |
|---|---|
| Account created (Starter plan) | W1 — New Seller Welcome |
| 3+ products uploaded | W2 — Product Milestone Reached |
| Upgrade offered (Paso 7) | W3 — Upgrade Offer Triggered |
| Disqualification (DQ A-E) | W4 — DQ Handling |
| Transferred to human | W5 — Human Handoff Notification |
| No response for 7 days | W6 — Follow-up Sequence |
One action per field. Configure with labels, instructions, and 3 example outputs each.
| Field | Label | Example Output 1 | Example Output 2 | Example Output 3 |
|---|---|---|---|---|
| company_name | Business Name | "Aisha's Jewelry" | "Marcus Hardware & Supplies" | "Damian's Kitchen" |
| business_type | Business Type | "DM Merchant" | "Physical Store" | "First-timer" |
| biggest_challenge | Biggest Challenge | "Delivery & logistics" | "Technology" | "Upfront costs" |
| goozone_fit | Goozone Fit | "Yes, let's do it!" | "I need more information" | "Not right now" |
| product_1_name | Product 1 Name | "Handmade Beaded Necklace" | "Custom T-Shirt" | "Organic Honey Jar" |
| product_1_price | Product 1 Price | "150" | "80" | "45" |
| product_2_name | Product 2 Name | "Silver Hoop Earrings" | "Denim Jacket" | "Coconut Oil 500ml" |
| product_2_price | Product 2 Price | "80" | "250" | "35" |
| product_3_name | Product 3 Name | "Leather Bracelet" | "Canvas Tote Bag" | "Spice Gift Set" |
| product_3_price | Product 3 Price | "65" | "120" | "60" |
| support_question | Support Question | "How do I share my store on Instagram?" | "When do drivers pick up?" | "How do I get paid?" |
| upgrade_readiness | Upgrade Readiness | "Yes, I'm ready!" | "Tell me more" | "Not yet" |
| Trigger Phrase | Final Message |
|---|---|
| Upgrade confirmed | "Excellent choice! Let me transfer you to our team to set up your upgrade." → TRANSFER_TO_HUMAN |
| Complex support question | "Great question! Let me transfer you to a team member who can help." → TRANSFER_TO_HUMAN |
| DQ Type A-E | DQ-specific message (see DQ table) → STOPBOT automatically |
| Contact requests human | "Absolutely! Let me connect you with someone from our team right away." → TRANSFER_TO_HUMAN |
| Setting | Value |
|---|---|
| Assigned User | Pedro (pedro@goozone.com) |
| Transfer Message | "Thanks for chatting with me! I'm passing you over to my teammate who will take it from here. You'll hear from us shortly — usually within a few hours. Talk soon! 👋" |
| Context Sent | Full bot conversation summary + field values collected |
| Notification Method | GHL In-app + Email notification to Pedro |
| Situation | Timing | Template |
|---|---|---|
| After no response (initial) | 24 hours | follow_up_24h |
| After no response (second) | 72 hours (3 days) | follow_up_3d |
| After account created, no products | 24 hours | upload_products_reminder |
| After upgrade declined | 7 days | upgrade_reminder_7d |
| After upgrade declined (second) | 14 days | upgrade_reminder_14d |
| After inactivity (30 days) | 30 days | re_engagement_30d |
| Default no-reply | 2 hours (short), then 22 hours (long) | Bot resumes conversation |