A fully trained AI voice agent built to answer calls in a warm, friendly, and professional tone. Aimee guides customers through services, answers questions naturally, and books appointments directly on the call — supporting both web and phone calls with configurable voice, behavior, and knowledge base settings.

A marketing automation sequence promoting the Aimee AI receptionist demo, with layered conditional branches to follow up based on customer response at every stage of the funnel.

Triggered automatically when a customer adds Aimee to their cart but doesn't complete checkout — tags the contact, waits, and creates a follow-up opportunity to recover the sale.

Once a customer completes their purchase, this workflow automatically sends confirmation email and SMS messages and notifies the internal team — ensuring a smooth, professional post-sale experience.

A branded, step-based survey form allowing customers to select their inquiry department — General Inquiry, Get Help, Referrals, Alumni, Support/Sponsorship, Donation Receipts, Media/PR, Volunteerism, and Suggestions — each represented with custom visual cards for a polished front-end experience.

Routes every form submission to the correct department automatically based on the customer's selection, tagging the entry, creating an opportunity, and sending an internal email with the full form query directly to the relevant staff.

An end-to-end automation that generates a branded PDF invoice/receipt the moment an order or claim is submitted, tags the contact, and emails the generated document — powered by a custom Google Apps Script backend integrated with GoHighLevel.

This project combined AI voice-agent functionality, marketing automation, and invoice generation into a connected operational workflow. The aim was to reduce repetitive manual tasks across lead communication and administrative processes.

I built a system using GoHighLevel and Google Apps Script. The workflow included AI voice-agent functionality for communication workflows, marketing automation for lead or customer engagement, and PDF invoicing to support the billing process.

The automation was designed to connect these separate business activities into a more structured flow, helping the team manage communication, follow-up, and document generation with less manual effort.

GoHighLevel, Google Apps Script

AI voice-agent workflows

Marketing automation

Lead and customer communication

PDF invoice generation

Connected operational processes