Automock≈10 min

Buyer Setup Guide

Stand up your
AI prospecting machine.

Everything you bought arrives pre-built in one snapshot. This guide gets it live and sending demos in about ten minutes — then goes deep when you want the detail.

Start quick setup →See what you got
3 wizard steps2 webhooks0 code
Quick setup

Live in ~10 minutes

Six moves. Each one tells you exactly what to do and where to grab the detail it needs.

  1. 1

    Import the snapshot

    Load the Automock snapshot into a fresh GHL sub-account. Every workflow, tag, field, pipeline and the demo widget below land pre-built — you are only connecting them, never building them.

    Agency view › Sub-accounts › Import snapshot
    SnapshotAutomock

    Pick a clean sub-account so nothing collides.

  2. 2

    Open your setup link

    Check your welcome email (“set up your account”) and click Onboard Now. It opens a 3-step wizard. Your Location ID is filled in for you — the next three steps are the values it asks for.

  3. 3

    Wizard · Account

    The wizard asks for two things to connect GHL:

    Settings › Business Info
    Location IDN9xkqC7Bak3JJwEuAVKu
    Settings › API Keys › Create new key
    Access TokeneyJhbGciOiJ…

    Select all scopes except the ones GHL flags red/orange (e.g. Edit Users). The app needs contacts, opportunities, custom fields and workflows.

  4. 4

    Wizard · Pipeline

    Grab your Pipeline ID from the pipeline's URL, and the 4 stage IDs from each stage's settings.

    Opportunities › your pipeline (ID is in the URL)
    Pipeline IDtSz26VQAuiqe2PmqTmJW

    Paste raw IDs only— no names, no emoji. A label like 🎯 New Prospect (e7ca…) silently breaks opportunity creation. See the stage map for which field is which.

  5. 5

    Wizard · Widget

    Connect the chat widget the demo runs on, and your demo voice number.

    Sites › Chat Widget › All-in-One (enable Voice + Chat)
    Widget ID6a1b01401b5a98ef9d65366b

    In the embed snippet, copy the value of data-widget-id.

    Hit Finish Setup — your account is now wired.

  6. 6

    Wire 2 webhooks & go live

    The final wizard screen hands you two URLs. Drop each into the matching workflow's webhook action:

    Enrich Contact
    https://automockdemo.com/api/webhook/enrich

    Workflow “Enrich Contact” (trigger: tag start-scrape) › Custom Webhook

    Send Smart Demo
    https://automockdemo.com/api/webhook/ghl

    Workflow “Send Smart Demo” (trigger: stage Send Smart Demo) › Webhook

    Then run the setup checks and you are prospecting.

What landed

Everything in your snapshot

One import drops the whole machine into your account. Here is what you now own.

Core workflows

Folder 1
  • 1a Enrich Contact
  • 1b Demo Delivered
  • 1c Send Smart Demo
  • 1d Demo Viewed
  • 1e Demo Complete
  • 1f Voice Demo Complete
  • 1g Chat Demo Complete
  • 1h Opt-In Form Lead Nurture

Cold calling

Folder 2
  • 2a Team Powerdial
  • 2b Disposition · After Hours Covered
  • 2c Disposition · After Hours None
  • 2d Disposition · Reachout / Attempt
  • 2e Disposition · Send Smart Demo

Smart demo

Folder 3
  • 3a Chat Engine
  • 3b Chat Reset
  • 3c Pause House Bot
  • 3d Resume House Bot

The rest

Assets
  • AI Prospecting Pipeline
  • Demo Agent chat widget
  • AI Demo: Voice agent
  • 34 tags · 59 custom fields
  • 6 custom values · order form
  • Book A Discovery Call link
!
Two things do NOT travel in the snapshot
  • Voice AI settings. The voice agent shell copies, but its call settings, greeting and knowledge do not — reconfigure them once after import.
  • Your branding. Logo, colours and the widget footer are yours to set (see White-label).
Pipeline

Which wizard field is which stage

The wizard uses short labels. Here is exactly which real stage each one points to — copy the raw ID of the stage on the right.

New Lead Stage ID→
🎯 New ProspectWhere enriched leads first land
AI Mockup Sent Stage ID→
📬 Demo DeliveredAuto-moves here once the demo sends
AI Mockup Opened Stage ID→
👀 Demo ViewedMoves here when the prospect opens it
Opt-In Form Submitted Stage ID→
💥 Opt-In Form SubmittedWhen they fill your self-serve form
!
Raw IDs only
Paste the bare ID string (e.g. e7ca61e2-24ca-…). Never paste the stage name or a label with the ID in brackets — the system writes it straight to GHL and a decorated value fails silently.
Cold calling

The power-dial system

Split a lead list across your reps with two tags, call through it, and let each call outcome move the lead forward.

Your listOutscraper → CSV import
powerdial1→ Rep 1
Rep 1Manual call
powerdial2→ Rep 2
Rep 2Manual call
Disposition2b–2e advance stage + clear tags
A
Load the dialer

Bulk-tag leads powerdial1 / powerdial2to split them across two reps (50 leads → 25 each).

B
Map your reps

In 2a Team Powerdial, point the User 1 / User 2 assign slots and trigger tags at your actual reps.

C
Scale it

Solo? Use powerdial1only — the other branch stays dormant. Bigger team? Clone the branch for powerdial3+.

D
Dispositions

After a call the rep picks an outcome (2b–2e). It advances the lead's pipeline stage and removes the powerdial tags — for leads that have an opportunity in the pipeline (by design).

!
Verify after import
Confirm the four disposition workflows (2b–2e) copied with their exact names. If any is missing the dialer won't advance leads — recreate it identically.
Smart demo

The personalised demo, explained

Each prospect gets a demo that already knows their business — chat and voice — without you lifting a finger per lead.

Enrich6 ai_demo_* fields
Send demoPersonalised link
Prospect chats3A answers in-character
House bot paused3C / 3D, per-contact
!
The one buyer step you must do (in BOTH workflows)
Set your own house bot in 3C Pause House Bot and 3D Resume House Bot — change the Update Conversation AI Bot action from Keep Same toyour botin each. 3C switches it off during a demo, 3D switches it back on after. Set the same bot in both, or it'll pause but never resume. No house bot? Leave both as-is.
i
Confirm these copied
Workflows 3A–3D, the smart-demo-on / chatting / ended tags, and the ai_demo_memory_key field. If chat ever goes silent, that is the first place to check.
White-label

Make it yours

The prospect should see your agency, never the vendor. Two places to set your brand.

Custom values

Settings
  • Business Name
  • Business Email
  • Business Website
  • Business Logo
  • From Name (email sender)
  • AI Voice Demo Number

Widget footer

Chat widget
  • “Powered by {your agency}”
  • Set it to your name + link
  • This is the white-label slot
  • Shows on every demo a prospect opens

The demo page header and the widget both read these values, so a prospect sees your brand end-to-end.

Account setup

How to run your accounts

Recommended structure — though it’s ultimately your call how you operate it.

One combined account

Recommended
  • Prospecting + sales in one place
  • Cold mail from a dedicated subdomain
  • Warm mail from your main domain
  • Keeps cold volume off your reputation

On signing a client

Hand-off
  • Booked a call? Keep them here
  • Signed? Spin up their own sub-account
  • Manage fulfilment there
  • Their record stays as your ledger
i
Two sending subdomains
Cold prospecting and warm/client mail should send from different subdomains(e.g. go.youragency.com for cold). It keeps a noisy cold campaign from ever hurting the email your real clients receive.
Confirm setup

Confirm your setup is connected

A quick check that your own account is wired right — then you're ready to send.

1
Onboarding finished

You completed the wizard and your dashboard loads → your account is connected.

2
Enrichment fires

Tag a contact start-scrape→ within ~a minute the six ai_demo_*fields fill in → your token and enrich webhook are wired.

3
A demo runs

Open a demo link → the chat answers as the business. Tag a lead powerdial1→ it routes to your rep.

✓
Setup confirmed.

Your account is wired and ready — start prospecting.