Onboarding Checklist

⚠️ Connect Go High Level GHL is the most popular CRM today. Don't have a GHL account? We will give you one for free. Just book an appointment at bb9.ai
Connect
⚠️ Connect Instagram Business or Creator to Facebook Follow this guide
Setup
⚠️ Verify Instagram connection Ensure your Instagram is connected to GHL to sync conversations
Verify
⚠️ Teach BB9 about your business Provide key details and set up your sales script
Teach
⛔ Use the chat tester to simulate a real conversation The only difference is in real life, our response timing is better
⚠️ Join Slack to review before launch Connect with our team on Slack for final review steps
Join
⛔ Power on your BB9 instance Ask us on Slack to review and activate BB9
⛔ Add trigger keywords Set keywords to trigger BB9 actions based on lead behavior
⛔ Set Up your calendar Configure your calendar to track booked appointments