Agent Assist — SMS Bot Briefing

Agent Assist · SMS Bot

One text line.
Seven kinds of help.

(707) 781-8278

Any advisor can text this number, pick from a short menu, and Hermes routes the request — saving property data, booking appointments, creating audit records, and sending the confirmation email automatically.

live & tested

built, pending test

waiting on input

Agent Assist

Behind the number

The webhook is live and permanent

We moved off a temporary tunnel onto a stable HTTPS endpoint, so GoHighLevel never needs a manual URL update again.

Retired · Temporary Tunnel https://recorder-executives-mall-leadership.trycloudflare.com/ghl/agent-assist-sms

Live · Permanent Endpoint https://sms-bot.livxconnect.com/ghl/agent-assist-sms

✓ Permanent GHL webhook URL — working

✓ HTTPS health check — OK

✓ Agent Assist POST test (permanent URL) — OK

✓ Backend service — active

✓ Nginx — active

Branch 1 of 7

Listing Launch

New listing & marketing process — media, sign install, and property research in one thread.

● Live & tested

01Agent texts "need help" or "Agent Assist"

02Selects Listing Launch from the menu

03Provides the property address

04Confirms whether it's already researched in Seamless Close

05Selects a 3D tour / drone media date

06Provides media shoot instructions

07Selects a sign installation date

08Provides sign install instructions

09Hermes saves the data, updates the property record, books the media appointment, and creates the sign-install audit record

10Agent gets a confirmation email

Listing Launch

Branch 2 of 7

Seamless Close Help

Routes questions about the Seamless Close app into the right hands.

● Built — pending test

01Bot presents six sub-options: Transaction Coordination, Market Intelligence / Property Workspaces, Buy/Sell, Social Studio, Lens, Prompt Library

02If Transaction Coordination / Escrow — bot hands off directly: text the TC team and reference the property address

03If any of the other five — bot asks the agent to describe the issue in their own words

04Request logged in the Agent Assist Bot Request Tracker

Confirmation Email

We have received your request for assistance with [category]. You will receive a response in the next few hours.

Seamless Close Help

Branch 3 of 7

Podcast / Video Editing

Splits into two paths: scheduling a new recording, or editing existing footage.

● Built — pending test

01Bot asks: schedule a podcast, or need something edited?

02Schedule path — podcast slots are Tuesdays & Thursdays; agent gives a preferred time and expected length

03Agent receives the confirmed date/time by email, with a link to change or cancel

04Edit path — request is queued for the editing team, no scheduling needed

Confirmation Email · Schedule

We have received your request to schedule a podcast on [date/time], estimated at [90] minutes. Reply to this email for cancellations or changes.

Confirmation Email · Editing

We have received your video/podcast editing request. Please allow two business days — the final video will be emailed when ready.

Podcast / Video

Branch 4 of 7

Additional Social Media / Marketing Help

The one open item — flow isn't defined yet.

● Waiting on Sean's input

—Menu option exists, but the conversation flow, sub-options, and confirmation email haven't been scoped yet

—What's needed: what kinds of social/marketing requests should route here, and who picks them up

Social Media Help

Branch 5 of 7

Presentation Bound

Gets a listing presentation or other document professionally bound within one business day.

● Built — pending test

01Bot asks: will you print it yourself, or should we print it?

02Self-print — leave the pages on Cara's desk with a post-it noting the document and address

03We print — agent uploads the file plus any special instructions

04Binding completed within one business day; agent notified by email

Confirmation Email

We have received your request to have a document bound. We'll complete this within one business day and email you once it's done.

Presentation Bound

Branch 6 of 7

Open House Help

Mirrors our existing open house request process, just moved into the SMS bot.

● Built — pending test

01Follows the current Open House Request flow, unchanged

02Request is logged and routed the same way it is today

Confirmation Email

We have received your request for your next open house. We're completing it now and will email you when everything is ready.

Open House Help

Branch 7 of 7

Something Else

The catch-all — nothing falls through the cracks.

● Built — pending test

01Bot simply asks: "What can we help you with?"

02Free-text request is logged for review

Confirmation Email

We have received your request and are reviewing it now. Expect a response by email within a couple of hours.

Something Else

Where things stand

Status across all seven branches

#	Branch	Status	Notes
1	Listing Launch	Live	Test completed, in production use
2	Seamless Close Help	Pending test	Tracker built, confirmation email ready
3	Podcast / Video Editing	Pending test	Both schedule and edit paths built
4	Social Media Help	Blocked	Waiting on Sean to scope the flow
5	Presentation Bound	Pending test	Both print paths built
6	Open House Help	Pending test	Copies existing request flow
7	Something Else	Pending test	Catch-all, simplest branch

What I need from you

Asks & next steps

Scope Branch 4 — Social Media / Marketing Help

Need your input on what requests should route here and who owns fulfillment, so I can build and test it like the others.

Sign off on testing the five pending branches

Seamless Close Help, Podcast/Video, Presentation Bound, Open House, and Something Else are built and ready — I'll run them live once you give the go-ahead.

Confirm the TC hand-off number

Branch 2 hands agents to Transaction Coordination by phone — want me to lock in the actual number before we test?