Activating Your Bot for SMS/Text Channel in Lead Indicator

Introduction

This guide walks you through how to activate your AI assistant for use over SMS (text messaging) using GoHighLevel tags. Once set up, the assistant can automatically respond to inbound text messages using the prompt you’ve configured.

1. Assign an Active Tag to Your Assistant

• In the top-right of your assistant, locate the auto-generated tag (long string of numbers).
• Click the tag to open the Active Tags section.
• Find the assistant you’re working with (e.g., "example bot").
• Click the three dots → Edit.
• Rename the tag (e.g., example_bot) — must be lowercase, with underscores instead of spaces (JSON format).
• Click the green plus button to apply it to your assistant and sync it to GoHighLevel.
• Click Save Changes.

2. Add the Tag to a Contact

• Go to your GoHighLevel Contacts tab.
• Select the contact you want to assign the bot to.
• Scroll down and manually add the tag (e.g., example_bot) to the contact.
• Alternatively, automate this process by using a workflow/automation.

3. Create an Automation to Assign the Tag

• In GoHighLevel, create a new workflow.
• Click the + button and select Add Contact Tag.
• Enter your tag name (e.g., example_bot).
• Click Save Action.
• Add a new action for Send SMS and enter a welcome message:
• “Hey! I saw you filled out our contact form. How can I help you today?”
• Set a form trigger to activate this flow when someone submits a specific form.
• Publish and save the workflow.

4. How It Works in Action

• User submits a form → automation adds the tag → sends an SMS → bot takes over when user replies.
• Example:
  • User texts “Hey” to your A2P-approved number.
  • The AI replies: “Hi, I’m an AI sales rep. Are you interested in a role play demo?”
  • User responds, and the bot continues following the prompt tasks.
• This includes asking for business name, description, best-selling service, etc.
• This flow mirrors the structure of your assistant’s task list (as seen in the Prompting SOP).

5. View Assistant Logs

• Click the logs icon in the top-right of the assistant screen.
• This shows backend metadata, events, and bot activity.
• Helpful for troubleshooting and understanding how your prompt is being processed.
• If something goes wrong, compare logs with a working case to identify issues.

Tips

• Tags must follow JSON format: lowercase with underscores (e.g., example_bot).
• Always assign the correct tag to both the assistant and the contact.
• Use workflows to automate and streamline the tagging process.
• Use the logs to verify what's happening behind the scenes during live conversations.

Summary

This SOP shows you how to activate your assistant over SMS using tags and workflows in GoHighLevel. The key steps are assigning a JSON-formatted tag to your assistant, attaching that tag to a contact, and setting up an automation to initiate conversations. Once a user replies to the SMS, the AI takes over based on your prompt setup.

• Assign your active tag in the assistant settings.
• Tag a contact manually or via automation.
• Send a starting SMS message with the workflow.
• Bot will auto-respond as soon as a reply comes in.
• Use logs to monitor or troubleshoot the experience.

Need help? Visit support.leadindicator.ai or email [email protected].