Introduction
GoHighLevel has been one of the most useful tools for our business by far this year. From lead nurturing, cold calling, CRMs all the way to optimizing our funnels and creating new ones for our clients, it pretty much has all you need to manage and scale a business. They’ve added multiple different AI features this year and one of those features are AI Agents or AI phone callers.
This feature has been growing in popularity as a lot of agencies out there need a solution for customer support or cold calling but they don’t want to hire an external sales team or team member for this position. It’s a great cost-effective way to hire AI to do sales tasks for you such as customer support inquiries, appointment booking and other sales activities. In this article, we will show you how to use GoHighLevel’s AI phone caller (AI Agent) and how you can implement it in your own business, so let’s get started.
AI Voice Agents Set Up
In order to create a new AI voice agent, you can simply navigate to the AI Agents section in your dashboard. You then need to click on Settings and go to AI Agents. There you will be able to get started on creating and customizing your first AI Agent. From here you can start the setup process by clicking “create agent”.
Once you land on the “agent details” page you can customize a lot of different aspects of your AI Agent:
- Agent Name: This can be a personal name for example: “John”.
- Business Name: This is a name of your business e.g. “Enterprise LLC”
- Voice: You can choose from many different voices based on the one you like the most.
- Agent Direction: Currently it’s set to inbound as it will only work on “inbound” calls.
- Initial Greeting Message: This is a message that the AI agent will first say, e.g. “How can I help you today?”.
From here you have two options to set up your agent’s goals:
Basic Setup: This is a good option for a basic AI Agent that only wants to collect a few data points from your contacts such as: Name, Email, Contact’s Issue. (This option is good if you’re looking to create a bot for frequently asked questions or simple questions that your prospects might ask.
Advanced Setup: This is a good option if you’re looking for a more advanced AI agent that will dive deep with your prospects to solve specific problems, questions or book an appointment with you or another real person. For this to work you will need to provide your AI agent with a detailed prompt. (In this case you can also set up an action for an AI agent to do a call transfer to a real human).
When you’re writing down the prompt you can use ChatGPT to make it easier for you. Simply write down what you’re hoping to achieve with your AI agent and prompt ChatGPT to write you a detailed prompt. The bigger the prompt, the better because there will be more information and data points that your AI agent will extract and learn so that the calls can be done flawlessly. Make sure to test out your AI agent once you think it’s ready because truth be told it’s never ready, you will need to test it a few times until it’s 100% ready to talk with your prospects.
In order for your AI agent to work you will need to have a phone number, you can purchase one within GoHighLevel. Right now you can only use AI agents inside GoHighLevel with LC (Lead Connector) phone numbers, so if you want to use this make sure to have an LC phone number instead of Twilio because those two providers will be presented to you as phone number providers inside GoHighLevel. Also, make sure to define working hours for your AI Agent once you purchase your phone number.
From here all you can do is to start testing your AI agent. It’s important to test your agent as we said before because in order to “deploy” it, you will need to fix all the errors and issues beforehand. In order to test it, you will need to do all the steps above. If you’ve done the necessary steps, go to “agent details” and click on “call me” on the right side of your screen (you will see a purple tab called “test your agent”). From there all you have to do is put a phone number that you want to be called at.
AI Voice Agents Performance Review
Once done you will be able to review the entire transcript inside GoHighLevel. This can be done within the “agent details” tab and by checking the right side of your screen. Here you can see details such as:
- Duration
- Call Status (Completed, Missed)
- Transcript of the conversation
- Call recording playback
- Call summary
- Call History Dropdown (access older test calls to see the performance)
You can also manage your agents and have multiple AI agents at the time. This is handy if you’re a marketing agency and want to manage multiple “sales” assets under one platform. You can edit agent’s configuration: agent details, goals, phone and availability settings and more. If you no longer want to use a certain AI agent you can also click delete instead of edit to do that. You can have as many AI agents as you want within Go High Levels platform.
AI Voice Agents Capabilities
While AI Voice Agents are still a new feature inside GoHighLevel as of the time of writing this article (October 2024), Its capabilities are really detailed and they go beyond basic automation, making customer service and sales activities more responsive, efficient, and aligned with a brand’s personality. Here’s what makes it so effective:
Engaging in Natural Conversations
The GoHighLevel AI Voice Agent is built to feel human. Its ability to understand context and intent means it can respond conversationally, making interactions feel natural rather than robotic. This is a huge advantage in customer service, where a lifelike dialogue can make customers feel heard and understood, even when interacting with an AI.
Precision in Speech Recognition
The AI’s speech recognition is impressively accurate, transcribing and interpreting spoken words with a high degree of precision. This allows it to handle various accents, tones, and phrasing without losing context. As a result, conversations flow more smoothly, and misunderstandings are minimized, which enhances the customer’s experience.
Brand-Consistent Personality
One standout feature is the option to customize the AI Voice Agent’s personality to match a brand’s unique voice. Whether your brand is professional, casual, friendly, or formal, you can tailor the agent’s responses to reflect that tone. It’s a subtle but important way to reinforce brand identity consistently across all customer touchpoints.
Efficient Task Automation and Information Gathering
The AI Voice Agent goes beyond conversation by actively assisting in tasks. It can gather essential customer details—such as contact information or order history—and instantly update records. This keeps customer data organized without manual input, streamlining the entire interaction process and reducing follow-up time.
Workflow Integration and Call Transfers
What’s particularly valuable is the agent’s ability to integrate with existing workflows. Based on specific interactions, it can trigger processes like sending follow-up emails, creating support tickets, or initiating any other automated workflows set up in GoHighLevel. And when a conversation needs a human touch, the AI can seamlessly transfer the call to a live agent, keeping the customer experience smooth.
SMS Capabilities
For businesses that rely on quick follow-ups, the SMS function is a game-changer. The agent can send text messages during or after calls, whether it’s confirming an appointment, sending a receipt, or providing additional resources. It’s an effective way to keep communication lines open and reinforce the customer relationship.
Around-the-Clock Availability
Finally, the GoHighLevel AI Voice Agent’s 24/7 availability means customers can reach out at any time and receive prompt assistance. In a world where accessibility is key, this feature alone sets brands apart by ensuring no interaction is missed, even after regular business hours.
In short, the GoHighLevel AI Voice Agent offers a comprehensive suite of capabilities that truly enhance customer engagement. It’s not just about automating interactions; it’s about building a customer experience that feels personal, efficient, and always available.
AI Voice Agents Actions
One thing I really appreciate about the AI agent inside GoHighLevel is its ability to handle essential tasks during calls. It’s not just having a conversation; it’s actively managing details that usually require manual effort. Here’s how this AI enhances each interaction:
Real-Time Contact Updates
When the AI gathers information from the caller—like a new phone number, address, or other details—it can immediately update that information in the contact record. No need for someone to manually log the info after the call; it’s done automatically and accurately in real-time. This keeps customer profiles current and saves time that teams would otherwise spend on data entry.
Workflow Triggers Based on Call Content
The AI agent can trigger specific workflows based on what’s discussed in the call. For example, if a customer mentions an interest in a particular service, the AI can automatically initiate a follow-up workflow that could include a relevant email sequence, reminders, or even scheduling. This ability to act on keywords and context turns conversations into actionable steps, keeping processes smooth and responsive.
Ending Calls with Professionalism
When it’s clear that the call has reached a natural conclusion, the AI can politely end the conversation. This may seem like a small detail, but it adds a level of professionalism and ensures that each interaction wraps up on a positive note. Customers don’t feel rushed, and the AI can close the call confidently without unnecessary delays.
Transferring Calls When Needed
There are times when only a human agent can provide the support or guidance a customer needs. When that’s the case, the AI smoothly transfers the caller to a team member. This makes sure that complex or sensitive issues receive the personal attention they deserve, without the AI holding onto a call that requires a human touch.
SMS Follow-Ups and Information Sharing
One of the best features is the AI’s ability to send SMS messages during or after a call. Whether it’s sending a summary, sharing next steps, or confirming a service request, the AI keeps communication going beyond the call itself. These quick follow-ups via SMS are ideal for reinforcing key information and giving customers a point of reference without waiting.
In short, the AI agent in GoHighLevel doesn’t just interact—it manages, supports, and organizes on the go. It’s the kind of intelligent automation that makes each call not only efficient but also meaningful for the customer.
Other AI Agent Features
One feature of GoHighLevel’s AI Voice Agent that has made a real difference in my workflow is its call handling and follow-up capabilities. It’s designed to manage calls seamlessly within business hours and also takes care of after-hours calls in a way that’s flexible and reliable. Plus, it doesn’t stop there—the email summaries that follow each call are a powerful way to keep everything organized and actionable. Here’s how these features work together:
Smart Call Routing During Business Hours
When a call comes in during working hours, the AI automatically picks it up and handles the interaction according to your setup. Whether it’s collecting initial information, answering common questions, or directing the call, the AI essentially serves as a virtual assistant, making sure that no call goes unanswered. It’s been great for improving response time and ensures that customers or leads don’t end up waiting on hold or bouncing to voicemail unless it’s necessary.
After-Hours Call Handling
Outside of working hours, the AI can still manage calls according to the preferences you set. This might mean forwarding calls to voicemail, redirecting them to another line, or even providing automated responses that let callers know when they can expect a follow-up. This after-hours handling is especially helpful for businesses that want to offer 24/7 availability without round-the-clock staff.
Email Summaries for Easy Follow-Up and Documentation
One of the biggest time-savers for me has been the detailed email summaries that come after each call. These summaries include everything I need to stay up to date and prepared:
- Call Summary: This gives me an overview of when the call took place and its duration. It’s a quick snapshot that’s useful for tracking engagement or response times.
- Contact Information: Any information gathered during the call—such as names, emails, or specific details—is automatically included. This keeps contact records complete and organized without the need for manual data entry.
- Call Transcript: The full transcript of the conversation is available, making it easy to reference any specific details or revisit the exact wording used. This has been invaluable when following up on customer needs or questions, as it keeps all the context in one place.
- Actions Taken: Any updates made to contact records or workflows triggered are also listed in the summary. It’s a clear record of what actions the AI took, helping me track automated processes and know exactly what follow-up steps, if any, need to happen.
In short, the call handling and follow-up features of GoHighLevel’s AI Voice Agent have helped streamline the way I manage and document customer interactions. It’s an efficient way to ensure every call is handled with care, regardless of the time of day, and keeps essential information at my fingertips.
Final Words
To wrap up, I’d say the GoHighLevel AI Phone Caller is more than just an automated assistant—it’s a smart investment in improving customer experience and operational efficiency. For businesses managing high call volumes or looking to streamline customer interactions without sacrificing quality, this AI agent brings real value. The features—like call routing, after-hours handling, email summaries, and personalized call actions—allow teams to focus on higher-level tasks while maintaining a consistent, professional touch with customers.
Is it worth it? For teams looking to maximize response time, ensure accurate data capture, and offer dependable support around the clock, I’d say absolutely. Plus, as AI capabilities keep evolving, the potential for what this tool can accomplish is only going to grow.
For those considering an AI voice agent for their business, it’s worth reading more about GoHighLevel’s AI capabilities and checking out the FAQ here. It’s a solid resource to understand more about what it can do and how it might fit into your customer service strategy.
