Hey guys, how have you been handling the wallet balances of cancelled clients? We have a handful of clients that are no longer paying us for our service yet many of them have wallet balances on Assistable. How does one go about moving those balances to different wallets, or are they just lost forever under that wallet account?

Loom: https://www.loom.com/share/25e8e7ec1364421c9837fc25be33404e Document: https://docs.google.com/document/d/130Qur08lsWwiN5NxGMkSA_mFqStEf6UZooZx3wYYe-E/edit?usp=sharing Snapshot: https://affiliates.gohighlevel.com/?fp_ref=assistable&share=J0z5svoOXMYHM89KOXFS We'll treat this as a living snapshot meaning we may update versions / patch versions from time to time from our testing and community ideas / feedback. I didn't do CRAZY error handling on it specifically to not over complicate it and not interfere with things going on. This is a state-based practice self-selling demo meaning its a fun way to learn how to use custom fields to change states in your assistant based on different conditions. Feel free to customize and have fun :) Couple things you need to do: 1. Create a demo assistant and use the custom field "{{contact.self_selling_objective}}" as the prompt. This allows you to dynamically change the assistant's prompt based on where in the demo you are. 2. Set up the post-call webhook in the second flow "post-call". Go to Call Settings and then post-call webhook, input the url from the trigger and then initialize it. You can use that reference which maps the rest of the flow. 3. Take your assistant ID and plug it into the 3 Make AI Call actions to make sure you are using your assistant and not ours (it was cause errors if not). 4. Take the prompt from the document and re-format it with your branding for the closer (this will be different for you because it will be your business and your identity etc. - I left it out because its your interpretation on how you want to close after the demo happens but I did leave an example) 5. Trigger the workflow with the form or add your contact to the start flow manually in the contact page. 6. Test, refine and have fun :)

Can anyone share a working Self Selling snapshot?

Hi everyone. Can anyone help me with a snapshot of the self selling AI that does web scraping. Mine no longer does it and might have changed. @Jorden Williams

Our Agency balance is not replenishing the wallet even if Enable Autopay is on. We need to have this fixed. • 1749765349691x430827529601472300 I have reported this in the platform but did not received a response. Our wallet is in negative again. Please help. @Jorden Williams