Launch Calls From GHL(GoHighLevel) or Any Platform

Launching Calls with Agents and Integration with Go High Level (GHL)

Introduction to Outbound Call Setup

This video tutorial guides users on how to launch outbound calls using agents created in Simpletalk.ai and integrate these actions with Go High Level (GHL), a popular CRM and marketing automation platform. This process is specifically tailored for outbound agents marked with an "H90" identifier.

Part 1: Launching Campaigns and Calls from GoHighLevel

Initial Setup in GoHighLevel:

Pre-make an agent with custom values.
Configure initial settings like choosing voice, setting active users number, and filling the initial message template with custom variables (e.g., {{name}}).

Creating a Workflow:

Create a new workflow in GoHighLevel.
Set the trigger to dial tag added to initiate the calling process.
Add a drip component to control the rate of calls, reducing batch size to 1 and setting the interval to 1 minute.
Add a webhook to the workflow.

Configuring the Webhook:

Fill in necessary fields such as client ID, contact phone number, from number, and agent ID.
Use custom fields (e.g., name, income, address, occupation) to insert dynamic data into the prompts.
Custom Fields:

Define and map custom fields for each contact (e.g., contact.first_name, contact.income, contact.full_address, contact.occupation).
Launching Calls:

Save the workflow.
Add the dial tag to contacts to start sending them through the workflow and initiate calls using the configured agent.
Handling Missing Data:

If certain custom fields (e.g., income) are not filled, the AI may skip over or leave those fields blank without causing errors.

Post-call Information:

Capture and store post-call data (e.g., AI transcript, recording link, confirmed appointment, call duration) in custom fields for each contact.
Automatically add tags (e.g., answer, inbound, DNA, DNC) to contacts based on call outcomes.
Part 2: Launching Calls from External Sources (e.g., Zapier)

Webhook Configuration for External Sources:

Use a similar setup with client ID, to number, from number, agent ID, name, income, address, and occupation.
Add a new field match_ID to correlate outgoing and incoming call data.

Handling Post-call Information:

Ensure the post-call information (transcript, recording link, outcome, duration, etc.) is sent back to the originating source (e.g., HubSpot, Zapier) using the specified return webhook URL.
Use match_ID to match the returned call data with the correct contact in the external system.

Customization and Flexibility:

For advanced users, provide access to raw webhook configurations for deeper customization.
Allow setting various parameters (e.g., LLM temperature, initial message delay) for fine-tuning the call process.
Example Scenario:

If using Zapier, set up a basic webhook with the necessary fields.
Specify the URL where the post-call information should be returned.
Use filters in Zapier to control the rate of calls, ensuring they are sent at appropriate intervals.