SOP Step-by-Step Process for Setting Up the PromptHerAI to Business Automation Hub (BAH) Integration
Step 1: Set Up a Custom Field in BAH
For the chatbot conversations to be stored in BAH, you need a custom field where the AI responses will be mapped.
🔹 Go to BAH → Settings → Custom Fields
🔹 Add a new custom field named "AI Response"
Step 2: Ensure Required Fields Are Captured in PromptHerAI
To successfully transfer contact details to BAH, PromptHerAI must collect the following user details:
🔹 Go to PromptHerAI and edit your chatbot.
🔹 Ensure these blocks are included in the conversation flow:
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Question Block: First Name
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Email Block: Email
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Question Block: Phone Number
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Message Block: How can I help you today? (This ensures an AI Response is captured.)
Step 3: Create an AI Block for Business Context
To ensure accurate lead categorization, the chatbot must understand the business it represents.
🔹 In PromptHerAI, create an AI Block with:
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A brief description of the business (industry, services, key offers).
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Common customer inquiries and expected responses.
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How inquiries should be categorized (e.g., lead capture, general questions).
Step 4: Create a Webhook in BAH to Capture the Data
To receive chatbot data in BAH (GHL), we need to set up an Inbound Webhook.
🔹 In BAH, go to Workflows → Create a New Workflow (or select "Inbound Webhook from PromptHerAI").
🔹 Add a Trigger:
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Trigger Type: "Inbound Webhook"
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Copy the Webhook URL (you will need this in Step 5).
🔹 Do NOT save this step yet.
Step 5: Add the Webhook in PromptHerAI to Send Data to BAH
Since PromptHerAI does not have a native integration with BAH, we will use a Webhook to transfer the data.
🔹 Go to PromptHerAI → Settings
🔹 Paste the Webhook URL (from Step 4) into the "Make Webhook URL" box
🔹 Save the settings
Step 6: Interact with the Chatbot in Widget Style
Before mapping the fields in BAH, you need to simulate a user conversation in PromptHerAI.
🔹 Open the chatbot and go through the conversation flow as a customer.
🔹 Answer all the required questions (Name, Email, Phone, Inquiry)
🔹 This ensures Webhook data is sent to BAH, allowing us to map fields correctly in the next step.
Step 7: Set Up Webhook Mapping in BAH to Create a Contact
Now that we have test data in BAH, we need to map the webhook fields to the CRM contact fields.
🔹 Go back to BAH → Automations → Select "Inbound Webhook from PromptHerAI".
🔹 Configure the webhook to map contact details from PromptHerAI:
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Name → Contact Name
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Email → Contact Email
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Phone Number → Contact Phone
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AI Response → Custom Field: AI Response
🔹 Save the Action
Step 8: Send the Welcome Email Automation
Once the contact is created, we will automatically send a welcome email.
🔹 In the same Workflow, add another Action:
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Action Type: “Send Email”
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Select an existing email template or create a new one.
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Personalize the Email with the contact’s name.
Example Welcome Email Template
✅ Subject: Welcome, [First Name]! Here’s What’s Next 🎉
✅ Body:
"Hi [First Name],
Thanks for reaching out! We’re excited to connect with you. If you have any questions, feel free to reply to this email. Looking forward to assisting you!"
🔹 (Optional) Add Follow-Up Sequences:
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If no response after 24-48 hours → Send a reminder email.
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Add the lead to a nurture sequence or a sales pipeline.
Step 9: Test the Entire Setup
Before launching, test the automation to ensure it works correctly.
✅ Trigger a test conversation in PromptHerAI.
✅ Verify that the chatbot sends data via webhook to BAH.
✅ Confirm the contact appears in the CRM with the correct details.
✅ Check that the Welcome Email is sent successfully
Step 10: Go Live & Monitor Performance
Once the setup is verified, activate the workflow and monitor performance.
🔹 Use GHL reports & logs to track new contacts and email delivery.
🔹 Adjust chatbot responses or automation settings based on real interactions.
Bonus: Automate Lead Nurturing
To maximize engagement, set up additional automation:
✅ Add leads to a CRM pipeline for follow-ups.
✅ Set up an email or text sequence to nurture new contacts.
✅ Assign contacts to a sales rep or team member for direct outreach.
That’s it! 🚀 This setup ensures your chatbot seamlessly captures leads, adds them to your CRM, and sends an automated welcome email—without any manual work.