Master AI-Powered Chatbots, 24/7 Appointment Booking with AI
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Welcome to “Mastering AI Chatbots and 24/7 SMS Appointment Booking with AI“.
In today’s fast-paced business world, engaging with leads and clients around the clock can be a game-changer. That’s where AI-powered chatbots come into play, offering a revolutionary solution for small businesses to automate client engagement and appointment scheduling 24/7, across multiple channels like websites, text/SMS, and social media platforms.
Watch the free preview lesson to start learning right now.
This comprehensive course will empower you to harness the full potential of AI chatbots, enabling you to streamline your operations, boost productivity, and provide exceptional customer service without the constraints of traditional business hours.
Create AI Chatbots like ChatGPT and Claude in matter of minutes without any coding knowledge!
Discover how to create lead collection chatbots that effortlessly capture valuable customer information, ensuring no potential opportunity slips through the cracks. Explore the power of automating appointment scheduling through seamless integrations with popular tools like Calendly and Google Calendar, saving you valuable time and reducing manual efforts.
But that’s just the beginning. This course will also equip you with the skills to connect your chatbots to leading communication platforms like WhatsApp, Instagram, TikTok, and Facebook, ensuring your customers can engage with your business through their preferred channels.
Additionally, you’ll learn to leverage pre-built templates for e-commerce and real estate chatbots, tailored to meet the specific needs of these industries. And for those seeking advanced integration capabilities, you’ll dive into the world of APIs and webhooks, enabling you to seamlessly connect your chatbots with no-code CRM tools like Airtable, Make, Zapier and More.
Whether you’re a small business owner, entrepreneur, marketer, or simply looking to future-proof your customer engagement strategies, this course is your gateway to AI chatbot mastery. Unlock the power of 24/7 conversational appointments, lead capture, and no-code CRM integration, and watch your business thrive in the digital age.
Join us on this transformative journey to become an AI Chatbot and Automation expert and take your agency’s operations to new heights! Enroll now and unlock the full potential of AI Chatbot and Automation, 24/7 Appointment Booking with AI – this is the first course of its kind on Udemy!
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1Unlock 24/7 Client Engagement: Master AI Chatbots & Appointment SchedulingVideo lesson
Welcome everyone, this is a new course offering an AI-powered conversational agent that enables small businesses to automate client engagement and appointment scheduling across multiple channels like email, websites, text/SMS, and social media platforms 24/7. In this course, I will show you one platform that provides enhanced conversational booking integrated with calendars, live chat support, SMS chatbots, CRM integrations, and a cost-effective "bring your own data" version - all geared towards empowering small businesses with accessible, cutting-edge AI technology to overcome their unique challenges.
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2Introduction to the Course!Video lesson
This lecture introduces NewOaks.ai as a comprehensive AI chatbot solution for 24/7 SMS conversation appointment booking. It covers the initial steps to create an account, and provides a brief overview of NewOaks.ai's features such as chatbot building, integration with various services, and omni-channel support. The video also presents a live demo of booking appointments through the platform, signifying its ease of use and efficiency. The lecture concludes with a preview of the upcoming session focused on creating and deploying chatbots.
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3Creating Your First Chatbot with AI: A Step-by-Step GuideVideo lesson
The session guides learner on creating their first chatbot in this AI Platform. It begins by explaining the need for an OpenAI API key, and then leads through an example of building a chatbot from scratch using a Microsoft annual report as a data source. Users learn to upload files, ask questions, and receive summaries of the document through the chatbot. The class highlights how the newoaks.ai can simplify report analysis and mentions future tutorials on integrating chatbots with various platforms.
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4Train Your AI Chatbot by Crawling Your WebsiteVideo lesson
This tutorial demonstrates how to train a chatbot using the URL of a website with AI.
The process involves selecting the website option instead of files, and then either crawling the website or submitting a sitemap. By providing the URL, it will fetches all links associated with the website, excluding files and images. The example used is the World Travel Guide website, which provides various travel information. After copying the URL and fetching the links, the chatbot is trained to assist with travel guides and plans by referencing data from the website. The tutorial also hints at the potential to monetize this skill by creating chatbots for different types of websites, such as healthcare or real estate, and teases future content on customizing the chatbot.
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5Customizing Your Chatbot: Settings and OptionsVideo lesson
This lecture guides users through the various customization and settings options available for your AI chatbot. It covers how to change the chatbot's configurations, copy its ID, and configure different models, including prompt templates for sales, customer service, and appointment booking. The class also explains setting safety prompts, error messages, model selection, temperature settings, and API keys. Additionally, it details interface customization such as color, initial and suggested messages, language options, themes, fonts, profile pictures, and chat icons. Key features like human takeover for complex queries and security settings, including visibility options and message limitations, are also addressed.
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6Expanding Your Chatbot's Knowledge BaseVideo lesson
This lecture demonstrates how to add new information to an existing chatbot using the AI platform. Key steps include adding data through files, text, websites, and Q&A sections, introducing keyword triggers for specific responses, and incorporating company information. The session concludes by hinting at future integrations with applications like Google Voice, Facebook, Twilio, and WhatsApp.
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7Creating a Lead Collection Chatbot for Your WebsiteVideo lesson
In this lecture, you will learn how to create a lead generation chatbot for your website using ultimate AI and no-code development tool. The process involves setting up a lead collection form to capture user information such as name, email, phone number, and social media profiles. You will also see how to make the form obligatory, choose display options, add a privacy policy URL, and ensure data validation for correct entries. Finally, the lecture demonstrates how to verify that the collected leads are stored correctly in the dashboard.
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8Automate Your Appointments with your Clients: With Calendly and Google CalendarVideo lesson
This video tutorial demonstrates how real estate agents and car dealership agents and many different industry professionals can save time by setting up automated appointment bookings using the AI-Powered Chatbot. It guides through the process of integrating the chatbot with Calendly and Google Calendar, allowing for seamless meeting scheduling without human interaction. The video highlights key features like suggested messages, custom triggers, exporting data, and revising bot responses. It also showcases the ease of setting up appointments and viewing them on the Calendar and email.
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9Connecting Your Chatbot to Whatsapp, Instagram, Google Voice, Facebook, and MoreVideo lesson
This lecture explains how to integrate a chatbot with several communication platforms such as Google Voice, Facebook, Instagram, Tiktok, Twilio, and WhatsApp using the integration tab. It highlights the necessary steps, including setting up a Google Voice number and providing Gmail authorization. Additionally, it mentions an option to delete the chatbot if no longer needed.
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10Using Google Sheets and Pre-built Template for Your E-com and Real Estate AI BotVideo lesson
This lecture demonstrates how to create a chatbot using a pre-existing e-commerce template on this No-Code AI Chatbot Platform. The process involves integrating a Google Sheet template with your AI Chatbot, filling in company and product information, sharing the sheet, and creating the chatbot. The class also provides a demo using a yoga mat as an example and gives a homework assignment to create a similar real estate chatbot.
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11Integrating Chatbots with No-Code CRM Tools like Airtable, Make.com, Zapier, etcVideo lesson
This lecture guides users on how to integrate chatbots with various no-code CRM tools such as ActivePiece, Zapier, and Make.com through the use of webhooks and APIs. The tutorial covers setting up a webhook URL, configuring responses in JSON format, and capturing leads to store in a CRM. Key steps include registering on ActivePiece, building a flow, testing webhook triggers, and verifying successful integration. The lecture concludes with an example of capturing and storing lead information within the CRM.
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12Live Mobile Chat App: Installation and Setup TutorialVideo lesson
This lecture provides a step-by-step guide for setting up the Newoaks AI live chat app. It covers instructions for both iOS and Android users, including scanning QR codes or searching the app store, enabling live chat, selecting and saving a chatbot, and initiating a live chat on different devices such as Mac and iPhone.
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13Embedding Your AI Chatbots into Your WebsiteVideo lesson
This lecture provides a step-by-step guide on how to embed your AI chatbot into a website, for example any Shopify store, Wix store, or Own Website. The process involves creating a new chatbot, configuring its settings, and integrating it by adding a script to the website's HTML code. Furthermore, you will learn how chatbots can also forward messages to an email when a human interaction is needed, thereby enhancing customer engagement and retention.
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14How to Price Ai ServicesText lesson
