wiki/clients/current/ahs/2025-10-28-chatbot-sms-requests.md · 513 words · 2025-10-28

Chatbot & SMS Marketing Requests — H.S. Client

Overview

During the [1], Sebastian reported that Gina (H.S. client contact) made two new feature requests: reinstating a website chatbot and enabling mass SMS messaging for public training announcements. Both items are pending clarification with Gina and a feasibility check with Chris on the existing [2] platform.


Website Chatbot

Background

Gina mentioned the client had a website chat widget at some point in the past and wants to bring it back. She did not specify a workflow or use case, so goals need to be clarified before recommending a solution.

Questions to Clarify with Gina

Options Under Consideration

Option Cost Notes
HubSpot free chatbot Free Requires HubSpot CRM setup; could open door to broader HubSpot adoption for email marketing
GoHighLevel Conversational AI Likely included in existing plan Trainable on website content, FAQs, Google Docs; supports live chat, SMS, Facebook Messenger, Instagram; uses Twilio

GoHighLevel is the preferred path to investigate first since the client is already on that platform (Chris manages email through GHL). Chris needs to confirm whether the chatbot feature is available under the current plan and whether any additional cost applies.


Mass SMS / Text Marketing

Goal

Gina wants to send mass text messages to announce new open-to-public training sessions.

Compliance Requirement

SMS marketing requires explicit opt-in consent — contacts cannot be messaged without prior agreement. This is a regulatory requirement, not optional.

Approved Opt-In Methods

  1. Email campaign — Send an email to the existing contact list asking recipients to opt in to SMS notifications (e.g., "no more than once a month").
  2. Website form checkbox — Add an SMS opt-in checkbox to existing forms (e.g., contact, download, registration forms).
  3. Single introductory SMS — Send one initial text explaining the program with a clear STOP opt-out instruction; this is generally permissible as a one-time outreach.

Platform

GoHighLevel uses Twilio as its SMS backbone, making it a solid and likely already-available option. Chris has reportedly set up SMS for at least one other client. Sebastian to confirm with Chris.


Action Items


Sources

  1. 2025 10 28 Weekly Call Sebastian|2025 10 28 Weekly Call
  2. Gohighlevel|Gohighlevel
  3. 2025 10 28 Seo Backlinking Order|Capital Bank Seo Backlinking
  4. Sebastian — 2025 10 28
  5. 2025 10 28 Seo Backlinking Order|Capital Bank Seo Backlinking Order