Set Up Inbound Voice AI in GoHighLevel in Just 10Minutes | Masterclass Training

Providing quick and efficient responses to inbound calls is crucial for any business. With Inbound Voice AI in GoHighLevel, you can ensure no call goes unanswered, book appointments seamlessly, and enhance customer satisfaction—all while saving time and resources.

This guide will walk you through setting up Inbound Voice AI in GoHighLevel in just 10 minutes, enabling you to automate call handling and deliver a consistent customer experience.

Why Use Inbound Voice AI?

Inbound Voice AI is a game-changer for businesses. Here’s why:

• 24/7 Availability: Ensure all calls are answered, even after business hours.

• Appointment Scheduling: Seamlessly book appointments during calls.

• Omnichannel Integration: Share memory with text-based AI on SMS, WhatsApp, email, and social platforms for consistent customer interactions.

• Customizable Workflows: Tailor responses to specific business needs.

Step 1: Import the Snapshot

1. Access the Snapshot Link:

   • Use the provided link to import the snapshot into your GoHighLevel agency account.

   • Click Import to upload the snapshot.

2. Load the Snapshot into a Sub-Account:

   • Navigate to Account Snapshots → Manage Client on the sub-account.

   • Select the sub-account where you want to load the snapshot.

   • This will import workflows and custom fields needed for Voice AI.

Step 2: Set Up Voice AI Agent

1. Navigate to Voice AI Settings:

   • Go to Settings → Voice AI Agents in the sub-account.

2. Create a New Agent:

   • Click Create Agent and provide a name, such as "James Bond."

   • Ensure the agent is active and configured for 24/7 operation.

3. Customize Prompts:

   • Add personalized instructions for the AI to handle inquiries effectively.

   • Use the provided GPT resources to generate accurate and engaging prompts.

Step 3: Configure Workflows

1. Turn on Workflows:

   • Enable the workflows imported with the snapshot. These include:

     • Calendar Request Workflow: Sends a booking link during calls.

     • AI Call Summary Workflow: Creates call summaries and sends email notifications to clients.

2. Customize Workflow Fields:

   • Add custom fields such as the caller’s name, email, and call transcript.

   • Ensure all fields are mapped correctly for seamless data collection and reporting.

Step 4: Test the Voice AI

1. Set Up a Test Number:

   • Assign a phone number to the Voice AI agent.

   • If you don’t have one, purchase a number within GoHighLevel.

2. Run a Test Call:

   • Call the assigned number to evaluate the Voice AI’s performance.

   • Ensure it handles inquiries, books appointments, and collects caller information accurately.

3. Refine the Setup:

   • Based on the test results, adjust prompts, workflows, or custom fields as needed.

Advanced Features

1. Unified Omnichannel Memory:

   • Enhance the Voice AI’s functionality by integrating it with text-based AI for memory sharing across platforms.

   • Use conversational summaries to provide consistent interactions across SMS, WhatsApp, and email.

2. Trigger Links for Enhanced Tracking:

   • Incorporate trigger links in responses to identify the channel used by the caller.

3. Automated Call Summaries:

   • Automatically generate and email call summaries to team members or clients for better follow-up.

Benefits of Inbound Voice AI

• Improved Customer Experience: Immediate responses and seamless appointment booking.

• Increased Efficiency: Automate routine tasks and focus on more critical aspects of your business.

• Scalability: Handle higher call volumes without hiring additional staff.

• Customizable Workflows: Tailor the AI’s behavior to match your unique business needs.

Watch the Full Video Tutorial

For a detailed walkthrough, watch our YouTube video:
Set Up Inbound Voice AI in GoHighLevel in Just 10Minutes | Masterclass Training.

Conclusion

Setting up Inbound Voice AI in GoHighLevel is a quick and powerful way to automate call handling and improve customer satisfaction. By following this guide, you can ensure every call is answered promptly and professionally, helping you retain customers and grow your business.