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CS-01 // Dossier

AI Booking Concierge

An always-on AI front desk that answers every SMS and email lead, qualifies them, and books the right class automatically — no human in the loop.

Exhibit // CS-01

R-02 · interface redrawn from the live build — zero client pixels

Redrawn exhibit — AI SMS booking concierge: chat conversation with age-segmented booking calendar and zero leads waiting stat
Client
R-01SEALED UNDER NDA. SPECIFICS WALK THROUGH LIVE. → BOOK
Industry
Local martial-arts academy
System
AI Booking Concierge
Stack
GoHighLevel · Conversation AI · SMS · Email
Trigger
Any inbound SMS or email, day or night
Metrics
System scope

01 // The problem

Inbound leads arrived at all hours across SMS and email, and front-desk staff could not answer fast enough. Families with kids of different ages needed different programs, and slow or after-hours replies quietly lost trials.

02 // The system

Redrawn — no client data

The system

INBOUND SMS / EMAILANY HOURCONVERSATION AIQUALIFIES + ANSWERSAGE + PROGRAM?TIE-BREAK RULES5 PROGRAM CALENDARSKIDS → ADULTSBOOKED + CRM UPDATEDHUMAN HANDOVERMEDICAL · BILLING · EDGE

03 // The delta

Before and after go-live

Before

  • Leads waited overnight for a reply
  • Front desk triaged every inquiry by hand
  • Families routed to the wrong program
  • After-hours inquiries quietly lost

With the system

  • Every inbound answered instantly, day or night
  • Every prospect qualified and routed with zero human review
  • Wrong-program bookings designed out
  • Front desk freed from repetitive booking chat

04 // What got done

5 entries

  1. B-01Built a GoHighLevel Conversation AI agent that runs SMS and email in full auto-pilot, replying to every lead without waiting on a human
  2. B-02Routed each lead into 5 age-segmented program calendars with deterministic tie-break rules, so a prospect never lands in the wrong program
  3. B-03Handled multi-person family bookings in a loop — each family member booked in sequence, with lead and trainee data captured to CRM custom fields on every booking
  4. B-04Locked scripts for pricing deflection, common objections, and a verbatim self-disclosure rule, with human-handover triggers for medical, hostile, billing, or edge-case messages
  5. B-05Added a context- and opt-out-aware follow-up ladder for leads who go quiet, backed by a knowledge base and a 19-case QA suite that validated behavior before go-live

05 // Outcome

System scope — capability metrics, honestly labeled

Scope
leads left waiting
0
Scope
auto-routing by age
0-calendar
Scope
QA suite before go-live
0-case

06 // The result

From the build log

  • No lead left waiting — every inbound answered instantly, day or night
  • Every prospect qualified and routed with zero human review
  • Wrong-program bookings designed out, and the front desk freed from repetitive booking chat

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