Watch Me Build a Dental AI Sales Agent in Under 10 Minutes (Free Prompt and Template)

welcome to this tutorial on how we're going to build a $1,000 a month AI sales agent in under 10 minutes I want to make this tutorial to highlight how quickly you can actually build and deploy these agents and how effective they can really be if you don't know what agents are they're basically autonomous beings that can take over functions of businesses and in this scenario it's going to be an AI sales agent whose objective is to instantly qualify leads and book appointments on behalf of the business so they no longer have to employ salespeople who

have to follow up with those leads normally doesn't happen in a very Timely manner sometimes if someone submits a Facebook lead form or responds to an ad then the sales rep is going to take hours to actually get back to that lead but an AI sales agent can follow up with them within seconds and that's the reason why we want to build them so I'm going to show you exactly how we can deploy them from start to finish this is the structure that we're going to follow so basically it's the scenario that we're working in

is that a lead is going to opt in Via a Facebook ad or a website form so they basically submitted some sort of Interest and now what we want to do is qualify that lead and discard any junk leads and if they are qualified then we want to push them forward and book a meeting so as soon as they submit that form and optin they're instantly going to get an autom automated message sequence um getting them to engage so it could be something like hey this is you know Sam from X Y andz thank you

for your interest in our offer can I get you scheduled for a meeting so that happens instantly as soon as that lead shows any interest now we have somebody who's reaching out to them and is going to qualify them and this is going to be done Via SMS because SMS has the most effective conversion rate that has about a 97% open rate and then from there obviously a very high subsequent response rate compared to email and phone call so this is actually very effective then what's going to happen is that this sequence is going to

run until we get a response from the lead it's going to continue for Two Plus weeks asking it you know every couple days to basically engage with us once they actually do respond then the AI bot is going to take over and start asking qualification questions just like a sales person would then from there if it's qualified we're going to send them a booking link but if they're unqualified if they don't meet any of the criteria that we set forth then we want to reject them and place them into a nurture sequence maybe we can

close them in the future now it's okay if you don't understand how we're going to build this out that's what this video is for I'm going to show you exactly how to build this but I just want to give you an idea of what we're going to build and at the end I can show you how to get the actual template and follow these steps as well now these softwares that we're going to be using is go high level so if you're not familiar with that it's an automation softare W it's also a bunch of

other things but it's basically a software that allows you to do whatever I described above so send smss create AI chatbots follow up with your leads track all of that conversation in one central place and hexa systems over here is basically just my version of high level so they're the exact same software my version comes with you know pre-built templates and a lot of these other bonuses that help you build these AI chat Bots but at its score they're the exact same software I'm going to be using hexon systems in this example but you can

do the same thing thing with high level and real quick if you don't know who I am my name is Hamza B I'm the founder of the automation Institute and I run a 7 figureure AI automation agency I'm also a top as preneur and affiliate with go high level that's software I just told you about so my agency is actually the top 50 out of 60,000 other agencies so I know exactly what I'm talking about when I build these systems I've obviously won the awards and I have the track record to show it so I

just want to show that so you can see I know what I'm talking about I also run one of the biggest automation communities on school.com which you can find at school.com automate which looks like this we just passed 19,000 members so all of the tutorials and everything that I talk about within this video you can find further and more advanced instructions within the classroom of my automation incubator so you can find that in the description of this video so now just jumping into the software this is hexa systems which you can see by my logo

and my title this is not going to be an introduction to go high level or how to use this software this is for people who are already familiar with it so I have other videos and you can follow my course uh from the very beginning if you want to understand how to use the software but this is just an overview of how you can build these chat bots so the way that we're going to do it is based on that scenario that I sent you we're going to assume that there's some sort of form whether

that's on the Facebook ad or on their website that they're going to fill out and the example that I'm doing here is for a dentist and so you can see here that it asks for all their patient information and all of that stuff right here and if you don't know where to create a form you would go to sites forms Builder and then create a form next thing so I'm just going to create a folder here to keep it organized I'm just going to to call it dentist form or sorry dentist automation bot click create

then create a workflow start from scratch so so now I'm going to do the first part of the video where I said the lead Ops in Via form and then they're going to get an automated message for them to engage so the trigger for that obviously is going to be form submitted so I'm going to do form submitted here which form so I'm going to do a filter the form is dentist registration perfect so every time the dentist registration form is submitted this automation will trigger now what do we want to happen as soon as

that form gets submitted I wanted to send an SMS saying hey glad you're interested in our free checkup promotion can I please get you scheduled so we send that SMS and then we can wait let's say we wait another 24 hours right say they didn't respond to the first SMS and then we try again in 24 hours then I want to send a second SMS so I can call this SMS number two hey we didn't hear from you yesterday are you still interested in that free checkup so you can repeat this forever and ever so

you can keep adding weight steps and you can keep adding SMS and you can complement this with emails as well and other actions too like calls and stuff but I'm just doing an SMS chatbot right here so I'm going to call this initial optin free checkup cool now the other important thing is that when you go to settings I want to create stopon response so if you enable stopon response what that means is whenever they respond to any of our sms's however many we have as soon as they respond to one of these sms's then

this automation is done this automation's sole purpose was just to get them to engage with us so now the bot can take over the other important thing that I want to do is I want to put a tag on it called autopilot now what this autopilot tag does is that this tells me that this lead is okay for the bot to reach out to because if you don't have a tag or if you have no way to identify or tell the bot that you should only speak to these leads then it's going to talk to

everybody right and then that could cause a problem so for this specific automation I only want the bot to talk to contacts that have a certain tag on it and just my preference I chose that tag to be autopilot so hopefully that makes sense I'm going to save that so that's set up so whenever this form is submitted we're going to get SMS is going out asking the lead do you want to schedule an appointment and as soon as they say yes now what do we want to happen so now we're going to be moving

on to the next step so assuming that they say yes right uh the AI bot takes over over and starts asking questions so next we're going to program that so I'm going to do start from scratch I'm going to call this uh dentist AI chatbot all right so now the trigger what's the trigger going to be for this chatbot and what it's going to be is customer replied so whenever the customer sends us a response ideally from that first opt-in automation that we made as soon as they reply to that it's going to come to

this Automation and how we make sure that it doesn't capture every reply because right now anytime a customer replies to us from any channel this automation will be triggered but how do I make sure that it's only those that come from that automation well that's because we added the autopilot tag so now only responses that come from contacts with this tag on them will engage with our bot everyone else will be ignored so that's why I do the autopilot now what happens next so the customer response has come in next we need to have that

bot come up with some sort of response the way that we do it is that I use chat GPT which you can actually search here and find GPT powered by open Ai and right here built in within hexa or high level you have this um this relation to open AI so you can basically put in the prompt here and it's going to have that output now I have this prompt prepared which uh you can find in my school Community inside the resource Vault but I'm just going to use it here I'm not going to write

it out in front of you obviously but the point is that you are a customer service assistant your job is to qualify leads and then book an appointment here's a knowledge Bank you'll be surprised that you don't need a lot of information and if there's ever something that the bot doesn't know you can just say hey I'll check and get back to you but it'll you can instruct it to never make things up and never you know hallucinate things like that so here are all the instructions um you give it context about the initial Outreach

message so it knows what the response is coming from because right now the First Response it's going to receive is just like yes or yes I want a meeting and the bot has not been aware of that so I'm just giving it context and saying this is what people are responding to and this is how the conversation started please take over from here these are the three criteria that the bot is going to go through and if it's met all those three criteria then I wanted to send a booking link that's everything that I need

you can obviously read this later and I'm going to place this inside the system cool the other important thing is enable history so this is going to keep it aware of uh the questions that it's asking meaning that it doesn't it's not going to keep asking the same questions over and over again because it knows what it's asked previously and it can use that information to keep progressing throughout the automation so for this just pick this sub account so it's going to remember all the conversations for this contact so I'm going to save that so

now we have a response from J GPT we don't want to just send it instantly so I'm just going to put a very small weight step you can put however long you want so I'm going to put that weight step in there and then uh the last thing is we want to send the output of that chat GPT response back to the lead so I'm going to do an SMS function and then I'm going to do a custom value I'm going to go to GPT powered by GPT and then get the response so now the

response from this message I want to send out as an SMS in this message so it's just a variable that's going over here okay so outp put here wait send that output as an SMS cool that should work right there so now I'm going to actually test this out all right so I have my phone ready next to me I'm going to fill out this form right now so we can track that information now a lot of this is not necessary at this stage so I'm just going to copy it I don't think it's all

required I got to put a signature there it's actually a really cool feature cool so the form has been submitted I'm just going to look at my phone and see if I get a text message come in I can also check it here in the conversation to show you guys all right perfect so the contact is here you can see that this is the time right now hey glad you're interested in our free checkup promotion can I get you scheduled so now imagine that I'm the lead right so this SMS just came out to me

as soon as I responded to a Facebook ad and now I'm getting a message from a person which obviously I think is a person to schedule a meeting so obviously I'm going going to be this is the moment like within the first 5 minutes of someone signing up to an ad this is like where their interest is the highest and their motivation is the highest so this is when they're going to be super excited they're going to be like yes of course I send that from the wrong account my bad I'm going to send it

from my phone so I'm going to say yes so you can see right here so now I I just responded Yes from my phone so now what's going to happen is if I open up our dentist automation so you can see here initial optin free checkup so that got triggered and now the dentist AI chat bot has been triggered meaning that chpt is now processing a response and it's going to send that out to me if I go back to the conversation it just said this so the AI bot just said this right now great

have you been to our Clinic before so I'm going to say no I haven't so I just texted at that and now it's going to go through those qualification criteria questions that I sent it and then uh if I am deemed qualified it's to send me the appointment booking link which is really cool now obviously this might take a bit longer because I put a delayed there just so you can see more human of course cool next message is here have you had a check up in the last 6 months no I haven't and obviously

I'm not messing around with this because I just want to get to the booking link but you can ask it crazy questions like you know what what's a checkup or what services do you offer maybe I'll ask that at the end um but the the point is I just want to show you how it ask the questions and you can play around with it you can ask it to put Emojis you can change the tonality the personality all of that is done within the prompt so you can play around with this that's really what matters

so you can go back and forth fine tuning your prompt and making it as you know impressive as you want to be and you can see here that it's basically just asking me these questions that that I told it to ask me and that's exactly what's uh what's happening right here all right perfect so just so you know only the checkup is free what date and times are you available to schedule appointment so it's going for the kill now it's going to book the appointment so I'm going to say perfect I'm free on Tuesday at

3 and I'll also say what other treatments do you have so I'll just ask it something outside of the the booking context and then we can see how it's going to navigate that so this will be the last question then you can see exactly how this bot was deployed and then you can build upon this obviously so I just wanted to show you the core offerings but you can make this more advanced you can have it escalate to a human being when the bot says when the lead says a certain thing or you can send

these messages to a slack Channel and you know you can actually have them book the appointment directly from the messages as well which is a more advanced thing which I'll show you I also have more advanced tutorials so uh while we're waiting I'll just quickly show you in my school classroom I actually have a more advanced tutorial of this where you can do it with a knowledge base but that requires make.com but for the example that I showed you these are all extremely easy you can see how quickly that I built this right so it

says perfect here's our booking link so it sends me the calendar booking link and it also answers my question as well so this is how it works this is how quickly you can set up an AI agent this is absolutely going to be the future like especially for sales customer support receptionists people are businesses and people are going to need AI agents to handle these tasks for them and if you can learn how to quickly and easily deploy these this is going to cost you less than $10 a month for you to actually run this

and then the markup on this could be $500 to $1,000 for you to actually sell this to other businesses so imagine doing that on repeat you can run an entire business and agency just building and selling these AI agents so obviously that can be very lucrative so highly suggest you look into it if you have any questions you can message me directly on school so you can head head over to my community hover over my name and you can send me a chat I get a lot of different chats but I respond to all of

them as best as I can so just message me there you can get the prompt and inside the resource vault in the community if you have any questions I'll be more than happy to help you but yeah I hope you found this useful and I'll see you on the next one