Halo Condo — GHL Configuration Sprint
Phase 0: Discovery & Strategy
0/5 Pending- Collect Marketing Brain HTML (auto-discovered in Halo_Condo folder)
- Extract focus cluster: Carnival Certainty Seeker + Returning Diaspora
- Select industry pipeline template: Booking / Appointment Services
- Map customer journey → bot role → pipeline stages
- Present strategy brief to team (see artifact for details)
Strategy Brief
Focus cluster, offer, pipeline template, bot role, brand voice, audience summary, channel map.
Conversation Flow
Full approved bot flow with availability checking, DQ types, and booking redirect step.
Phase 1: Account Foundation
0/6 Pending- Go to Settings → Brand Kit. Click "Upload Logo" → select horizontal logo. Set primary color to #1E4D2B, secondary to #C9A84C. Click Save.
- In Brand Kit: set heading font Playfair Display, body font Lato / DM Sans. Add social links: WhatsApp +1 868 788 9972. Upload favicon.
- Go to Settings → Integrations. Connect: WhatsApp, Google Calendar, Gmail/SMTP. Verify each shows "Connected".
- Go to Settings → Domains → "Connect Domain". Enter haloplacett.com.
- Go to Settings → Account. Set timezone America/Port_of_Spain (UTC-4), language en.
- Go to Settings → Tags. Create each tag from Tags Map artifact: Source (3), Pipeline (3), Interest (5), Bot Events (1), DQ (2).
Brand Kit Preview
Logo, colors, typography — copy to GHL Brand Kit.
Tags Map
All 14 tags organized by category — import into GHL Tags.
Phase 2: Data Architecture
0/6 Pending- Go to Settings → Custom Fields. Create ALL 10 contact fields and 6 opportunity fields from the Custom Fields Table artifact.
- Go to Marketing → WhatsApp Templates. Create 4 templates from artifact: Booking Confirmation, Pre-Arrival, Post-Stay, Re-engagement.
- Go to Settings → Integrations → Email Services. Set up LeadConnector Email or connect SMTP.
- Go to Settings → Users → "Add User" for Candice (info@haloplacett.com, Owner). Then go to Settings → Calendars.
- Go to Settings → Business Profile. Fill all fields from Business Profile Settings artifact.
- Test: Create a test contact. Verify all custom fields appear. Send test WhatsApp template.
Custom Fields Table
10 contact + 6 opportunity fields with types and keys.
WhatsApp Templates
4 approved WhatsApp message templates.
User & Calendar Config
Calendar settings and user configuration for Candice.
Business Profile Settings
17-field GHL Business Profile config — copy-paste ready.
Phase 3: Pipeline & Imports
0/5 Pending- Go to Settings → Labs. Enable "Opportunity Forecasting" toggle.
- Go to Opportunities → Pipelines. Click "Create Pipeline". Name it Halo Condo Bookings. Select type Booking / Appointment Services.
- Add 5 stages from Pipeline Stage Map: New Lead, Responded, Booking Link Sent, Direct Booking Confirmed, Stay Completed.
- Import existing contacts (CSV) — go to Contacts → Import. Map CSV columns to custom fields.
- Go to Automation → Pipeline Automations. Set stage enter/exit triggers for each stage per workflow map.
| # | Stage Name | Probability | Bot Phase | Copy |
|---|---|---|---|---|
| 1 | New Lead | 100% | Phase 0 — Greeting | |
| 2 | Responded / Qualifying | 60% | Booking Steps 1-3 | |
| 3 | Booking Link Sent | 40% | Booking Step 4 | |
| 4 | Direct Booking Confirmed | 90% | Workflow (webhook) | |
| 5 | Stay Completed | 100% | Workflow (post-stay) | |
| — | Won | 100% | GHL auto | |
| — | Lost | 0% | GHL auto |
Bot Pipeline Map
Bot role → pipeline stage mapping with disqualified handling.
Pipeline Stage Map
Detailed stage config with probability, order, and bot assignments.
Phase 4: AI Agent Bot
0/8 Pending- Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://haloplacett.com. Include: /apartment/, /amenities/, /location/, /gallery/, /contact/, /book-direct/, /faq/, /house-rules/.
- In Knowledgebase, click "Add Source" → "FAQ". Paste 10+ FAQs from Knowledgebase Content artifact.
- Upload Marketing Brain HTML as a knowledgebase document.
- Create bot: name it "Halo Condo Concierge". Select the 3 knowledge sources.
- Configure 🧠 Personality — see tab
- Configure 🎯 Objective — see tab
- Configure 📅 Availability Rules — see tab
- Configure ⚙️ Actions (8 actions) — see artifact
| # | Action | Type | Purpose | Artifact |
|---|---|---|---|---|
| 0 | Check Availability | HTTP Request (GET) | Fetch bookings JSON, check date overlap | 🔗 |
| 1 | Book Appointment | Calendar | NO CONFIGURAR — redirects to haloplacett.com/book-direct/ | 🔗 |
| 2 | Start Workflow | Workflow | DQ cleanup + WooCommerce booking webhook | 🔗 |
| 3 | Add Contact Info | Field Mapping | guest_count, purpose_of_stay, travel_dates_requested | 🔗 |
| 4 | Stop Bot | Stop | Goodbye, booking confirmed, DQ | 🔗 |
| 5 | Transfer to Human | Handover | Transfer to Candice for emergencies, complaints | 🔗 |
| 6 | Transferir el bot | Bot-to-bot | NO CONFIGURAR — single bot setup | 🔗 |
| 7 | No Reply Follow-up | Follow-up | 2h / 22h re-engagement after booking link sent | 🔗 |
Bot Agent Summary
Complete Personality, Objective, Availability rules, and Field mappings.
AI Agent Actions
All 8 actions with real client values, field mappings, trigger phrases.
Knowledgebase Content
Website scrape URLs, 16 FAQs, Marketing Brain upload instruction.
Phase 5: Marketing Channels
0/4 Pending- Connect WhatsApp Business number: +1 868 788 9972
- Go to Marketing → Emails → "New Template". Create 4 templates from Email Templates artifact.
- Set up email sending domain (SPF, DKIM, MX verification).
- Connect Facebook / Instagram if applicable for social.
| Platform | Status | Notes |
|---|---|---|
| WhatsApp Business | Pending | Primary messaging channel — +1 868 788 9972 |
| Facebook / Instagram | Pending | Social + ads connection (if brand uses) |
| Google Business Profile | Pending | Local search presence |
| Gmail / SMTP | Pending | Email sending via info@haloplacett.com |
| Google Calendar | Pending | N/A — bot does not use GHL calendar for booking |
Email Templates
4 branded templates with HTML structure.
Phase 6: Automation Engine
0/2 Pending- Go to Automation → Workflows → "New Workflow". Create all 8 workflows from Workflow Templates artifact. Follow each trigger → condition → action chain exactly.
- Test: Create test contact → trigger each workflow → verify stage moves, tags applied, notifications sent. Test WooCommerce webhook workflow end-to-end.
| # | Workflow | Trigger | Key Actions | Artifact |
|---|---|---|---|---|
| 0 | Check Availability (Fallback) | Customer Reply (keyword filter) | HTTP GET bookings → Send response message | 🔗 |
| 1 | New Lead Welcome | Contact Created (WhatsApp) | Welcome WhatsApp + tag bot-greeting-complete | 🔗 |
| 2 | Booking Link — 3 Day Follow-up | Tag: booking-link-sent | Wait 3d → WhatsApp nudge (no booking yet) | 🔗 |
| 3 | Booking Link — 7 Day Email | Tag: booking-link-sent | Wait 7d → Email follow-up | 🔗 |
| 4 | WooCommerce → Booked | Inbound Webhook (Order Created) | Find contact → tag successfully-booked → WhatsApp confirm | 🔗 |
| 5 | Pre-Arrival — 48h Before | Tag: successfully-booked | Wait until 48h before check-in → instructions | 🔗 |
| 6 | Post-Stay Follow-up | Tag: successfully-booked | Wait until checkout+1 → review request + re-engagement | 🔗 |
| 7 | DQ Cleanup | Tag: dq-irrelevant / dq-out-of-range | Move to Disqualified → note reason | 🔗 |
2. Copy the webhook URL GHL generates
3. In WooCommerce → Settings → Webhooks → Add Webhook
4. Name: "GHL — New Order" · Status: Active · Topic: Order Created
5. Delivery URL: [paste GHL webhook URL]
6. Save and test with a test order
Workflow Templates
All 8 workflows with triggers, conditions, actions — full node-level config.
Phase 7: Assets & Go-Live
0/6 Pending- Landing page published (see Landing Page Mockup artifact). Form fields mapped to GHL custom fields.
- Verify domain haloplacett.com connected. DNS records (SPF, DKIM, MX) green/verified.
- E2E test: WhatsApp inquiry → bot greets → asks dates → checks availability → sends booking link → test WooCommerce order → verify tag applied → verify WhatsApp confirmation sent.
- Test availability check: Send dates to bot → verify JSON response parsed correctly → verify overlap logic works.
- Verify WooCommerce webhook: Place test order → confirm workflow 4 fires → verify "successfully-booked" tag applied.
- Final sign-off: Review all 8 phases. Confirm bot active in Suggestive mode. Switch to Autopilot after validation.
Landing Page Mockup
Self-contained responsive HTML: Hero → Stats → CTA → Footer.