Congratulations — your Simplicity AI assistant is live and working! This system was built to make your life easier by automatically calling, texting, nurturing, booking, and following up with your leads — without you having to lift a finger.
This guide gives you everything you need to get started, stay organized, and get the most out of your AI-powered system.
✅ IMPORTANT: You do not need to turn anything on. The system is live and running.
Your AI Assistant does all the following automatically:
✅ Reaches out to new leads via text and voice
✅ Books appointments directly into your GoHighLevel calendar
✅ Sends confirmations at 72h, 48h, 24h, and 2h before appointments
✅ At 48 Hours, the AI will call to remind the lead of their appointment
✅ Follows up with no-shows and inactive leads
✅ Reactivates old leads with campaigns
✅ Moves leads automatically through your MVP Pipeline based on interaction
You’ll receive email alerts when:
A patient books
A patient confirms or doesn’t respond
Here’s where to find all the important things inside your GoHighLevel dashboard:
📅 View Your Appointments
Go to the Calendar tab.
This is where all AI-booked appointments show up in real time.
💬 See Conversations (Texts & Calls)
Go to the Conversations tab.
You’ll see every text, call, and AI interaction with your leads here.
📈 Track Lead Progress
Go to Opportunities > MVP Pipeline
This is where leads move through stages like New, Engaged, Scheduled, No Show, Follow-Up, etc.
🕒 Change Your Business Hours or Block Days Off
Go to Calendars > Settings > Availability
Update your working hours or block days you’re unavailable. The AI uses this to schedule appointments correctly.
📊 Run Reports
Go to Reporting > Agent Reporting
Choose your date range
You can leave the agent field blank (or select one if needed)
Scroll down to see calls, appointments, and conversion metrics
Filter by “MVP Pipeline” to track booked appointments and outcomes
✏️ Request Script, Offer, or Voicemail Changes
Just email [email protected]
Include the exact line the AI said and what you'd like it changed to.
You’ll manage all your leads from the Opportunities > MVP Pipeline. Here's what each stage means:
Old Leads – Previously inactive contacts
New Leads – Fresh leads just entered the system
Engaged – The AI is texting or calling them now
Scheduled – Appointment has been booked
No Show – Did not attend appointment
Follow-Up – Asked to be contacted later
Signed Up for Care – Became a patient
Do Not Disturb – Requested no further contact
✅ You or your team should move a lead manually to “Showed,” “No Show,” or “Not Interested” after the appointment.
If you want the AI to follow up with old leads, the fastest way is to send us the lead list so we can import it for you.
The best way to do this:
Export your lead list as a CSV file.
Email the file to [email protected].
If you don’t have the file handy but the leads are already inside your GoHighLevel account, just tell us which Smart List or Tag they are under, and we’ll pull them directly from there.
Once imported, the AI will automatically begin reaching out, following up, and booking appointments — just like it does with new leads.
Want to update something? Just email us.
Please include:
The exact sentence or message the AI is saying now
What you want it to say instead
Any new offers, prices, or hours
A new voicemail file (if applicable)
Q: How do I make changes to the script or offer?
Email [email protected] with the old line and the new one.
Q: What happens if a patient doesn’t respond to confirmations?
We’ll keep trying — and your team will get notified 24h before if they still haven’t replied.
Q: How do I stop bookings on certain days?
Block them off in Calendars > Settings > Availability
or go into that calendar and block off that time manually
Q: Can I use a custom voicemail?
Yes! Just record it and send us the audio file.
Q: Do I need to check this every day?
Only once a day: check your calendar, pipeline, and emails. That’s it.
✅ Your AI system is live and responding to leads
✅ Calendar connected and tested
✅ Confirmation flows are working
✅ You have access to GHL (Calendar + Pipeline)
✅ You know how to make updates (via email)
✅ You’ve reviewed this onboarding guide
Need help? We're here for you.
📧 Email: [email protected]
📍 Response Time: Within 1 business day
👉 Ai tech support line 469 - 423 - 9535 (Please know this is a beta test. We have trained an AI to help guide you through this process and help you with any questions you might have)