Buyer Setup Guide
Everything you bought arrives pre-built in one snapshot. This guide gets it live and sending demos in about ten minutes — often less. No long build and no waiting: unlike most tools, you can be up and running right after purchase. Then it goes deep when you want the detail.
Six moves. Each one tells you exactly what to do and where to grab the detail it needs.
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.
AutomockPick a clean sub-account so nothing collides.
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.
The wizard asks for two things to connect GHL:
N9xkqC7Bak3JJwEuAVKueyJhbGciOiJ…Select all scopes except the ones GHL flags red/orange (e.g. Edit Users). The app needs contacts, opportunities, custom fields and workflows.
Grab your Pipeline ID from the pipeline's URL, and the 4 stage IDs from each stage's settings.
tSz26VQAuiqe2PmqTmJWPaste 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.
Connect the chat widget the demo runs on, and your demo voice number.
6a1b01401b5a98ef9d65366bIn the embed snippet, copy the value of data-widget-id.
Hit Finish Setup — your account is now wired.
Before you import any leads, decide which businesses you want in your GHL pipeline. Go to Dashboard › Settings › Pipeline filter and pick one of the three modes:
Every business with a website enters your pipeline. Use this if you want to reach out to all prospects and decide yourself who to prioritise.
Only businesses Automock detects as running Facebook or Google ads enter the pipeline. Everyone else is recorded as “No Ads Detected” and skipped — visible in your Leads page under the Skipped filter.
Important: detection relies on ad pixels and the Facebook Ad Library. Some genuine ad-runners may be missed if they have no tracking on their website (e.g. their ads point to a Facebook page or phone number only). A missed business lands in Skipped — not lost, and you can review it manually.
Every business with a website enters the pipeline and ad detection is not used as a filter. Choose this when you have already pre-qualified your list — for example, you exported it from the Facebook Ad Library yourself, or bought a verified ads-running database. Automock will trust your sourcing and enrich every lead without second-guessing it.
Leads with no website always go to the No Website stage regardless of which mode you choose — the filter only applies to businesses that have a site.
The final wizard screen hands you two URLs. Drop each into the matching workflow's webhook action:
https://automockdemo.com/api/webhook/enrichWorkflow “Enrich Contact” (trigger: tag start-scrape) › Custom Webhook
https://automockdemo.com/api/webhook/ghlWorkflow “Send Smart Demo” (trigger: stage Send Smart Demo) › Webhook
Then run the setup checks and you are prospecting.
One import drops the whole machine into your account. Here's what it does for you — the capabilities you can rely on (exact workflow names may evolve as Automock improves).
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→AI Mockup Sent Stage ID→AI Mockup Opened Stage ID→Opt-In Form Submitted Stage ID→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.No list yet? Automock builds one for you — on your own Outscraper key, de-duplicated, ready to enrich. Or skip this and import your own CSV.
On the Generate tab pick Sweep a whole city, type a niche and a city (e.g. “roofers”, “Dallas, TX”). Click Check coverage & cost for the estimate, then Start sweep— Automock auto-splits the city into areas, pulls them in the background, and the CSV downloads when it finishes.
Pick List specific areas and enter zips / suburbs / towns to pull them instantly.
Comma-separate them (roofers, roof repair, roofing contractors). Google files trades under different names, so more keywords catch more of the market — duplicates are removed automatically.
Import the CSV into Contacts, map the Website column to the standard Website field, then bulk-tag the new contacts start-scrape. Enrichment and demos run from there.
Split a lead list across your reps with two tags, call through it, and let each call outcome move the lead forward.
powerdial1→ Rep 1powerdial2→ Rep 2Bulk-tag leads powerdial1 / powerdial2to split them across two reps (50 leads → 25 each).
In 2a Team Powerdial, point the User 1 / User 2 assign slots and trigger tags at your actual reps.
Solo? Use powerdial1only — the other branch stays dormant. Bigger team? Clone the branch for powerdial3+.
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).
Each prospect gets a demo that already knows their business — chat and voice — without you lifting a finger per lead.
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.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.The prospect should see your agency, never the vendor. Two places to set your brand.
The demo page header and the widget both read these values, so a prospect sees your brand end-to-end.
Recommended structure — though it’s ultimately your call how you operate it.
go.youragency.com for cold). It keeps a noisy cold campaign from ever hurting the email your real clients receive.A quick check that your own account is wired right — then you're ready to send.
You completed the wizard and your dashboard loads → your account is connected.
Tag a contact start-scrape→ within ~a minute the six ai_demo_*fields fill in → your token and enrich webhook are wired.
Open a demo link → the chat answers as the business. Tag a lead powerdial1→ it routes to your rep.
Your account is wired and ready — start prospecting.