03 / Project
AI Quote & Conversion System
An automated customer journey combining conversational AI, SMS, conditional quoting, pricing logic, CRM workflows, document generation, and digital quote acceptance.
- Status
- Production
- Role
- AI Automation Developer
- Category
- Conversational AI & CRM Automation
- Technology
- GoHighLevel AI
- WordPress
- n8n
- SMS
- Conditional Forms
- Pricing Logic
01
Overview
An automated customer journey for a cleaning-service business. It moves interested prospects from an AI conversation to an SMS quote link, a dynamic WordPress form, a pricing calculation, and digital quote acceptance.
02
System architecture
Customer journey
Enquiry
- 1Customer enquiry
Conversation
- 2Conversational AIGoHighLevel AIcustomer intent
- 3SMS quote link
Quote
- 4Dynamic quote formWordPress
- 5Pricing calculationn8n
- 6Quote documentGoHighLevel · emailed
Acceptance
- 7Digital acceptance
Fig. A — from first message to an accepted quote
03
How it works
1. A prospect talks to the conversational AI and receives an SMS quote link.
2. The link opens a conditional WordPress quote form whose follow-up questions change based on the customer's selections.
3. Submissions and pricing logic are processed through n8n.
4. The result is connected to GoHighLevel workflows, which generate and email a formal quote document.
5. The customer reviews the quote and accepts it digitally.