Conversational Automation
Conversational AI Routing and CRM Actions
Three separate CloseBot examples covering booking, decline, opt-out, and human review.
Sanitized evidence and reconstructed architecture
Workflow context
Conversational workflows need explicit handling when booking completes, fails, or requires a person. The supplied examples share that purpose but are not one deployment.
My implementation role
Implementation of the booking and outcome-routing examples shown in the CloseBot captures.
Architecture and connected systems
- Conversation entry
- Booking stage
- Booking complete
- Booking failed
- Human review
Verified system behavior
- Booking completion and failure handling
- Human-review routing
- Separate opt-out and not-interested paths
- Statement and CRM tag actions
- A distinct job-stage and booking-stage example
Technologies
CloseBot, GoHighLevel
Evidence note
Three examples are retained separately. Their shared shape does not establish shared prompts, calendars, clients, or deployment. No link to the ServiceM8 suite is inferred from the Home Services filename.
