How to Setup GoHighLevel Voice AI Agent

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GoHighLevel’s Voice AI Agent is a game-changing tool for automating call management, collecting customer information, and handling inquiries with natural, conversational ease.

This guide will walk you through setting up the Voice AI Agent, customizing its features, and leveraging its capabilities to improve customer service and streamline operations.

What Is GoHighLevel’s Voice AI Agent?

The Voice AI Agent is part of GoHighLevel’s AI Employee suite, designed to manage inbound calls and automate workflows. Its capabilities include:

  • Handling calls 24/7 without downtime.
  • Collecting customer details like name, email, and contact preferences.
  • Triggering workflows, updating CRM fields, and forwarding calls.
  • Offering customizable responses using advanced AI prompts.

How to Setup GoHighLevel Voice AI Agent

Step 1: Setting Up the Voice AI Agent

  1. Prerequisites:
    • Purchase a phone number via GoHighLevel’s LC Phone Center. Voice AI is unavailable for numbers obtained through Twilio or other services.
    • Ensure you have the AI Employee add-on for full functionality.
  2. Activate the Agent:
    • Navigate to Settings > AI Employees in your sub-account.
    • Select Voice AI Agent and configure its basic or advanced settings.

Step 2: Configuring Agent Goals

Basic Mode:

The basic mode is ideal for simple call handling and data collection:

  • Primary Tasks:
    • Collect the caller’s name, email, and issue.
    • Inform the caller that a team member will follow up.
  • Workflows:
    • Enable workflows to send automated follow-up emails or SMS messages post-call.
  • Post-Call Notifications:
    • Configure who receives email summaries, such as sub-admins or specific team members.

Advanced Mode:

Advanced mode enhances the agent’s functionality for complex interactions:

  • Custom Prompts: Provide detailed instructions for specific tasks or queries.
  • Example Prompts:
    • Question: “How much does a two-bedroom flat cost in Business Bay?”
    • Answer: “Approximately 2 million dirhams.”
  • Automated Actions:
    • Trigger workflows based on responses or redirect calls to a human agent when needed.

Step 3: Linking Numbers and Setting Availability

  1. Assign a Number:
    • Attach the Voice AI Agent to a specific phone number under Settings > Numbers.
    • Ensure the number is not being used for IVR or other workflows.
  2. Define Availability:
    • Set operating hours for the agent. Example:
      • Active during off-hours or weekends.
      • Forward calls to human representatives during office hours.

Step 4: Training the AI Agent

  1. Customizing Responses:
    • Use sample questions and answers to train the agent for common inquiries.
    • Link blog posts, FAQs, or internal documents to provide detailed responses.
  2. Testing:
    • Voice AI Agents come with a daily testing limit of 10 minutes.
    • Purchase additional testing minutes through the AI Employee add-on for extended trials.

Step 5: Adding Advanced Actions

  1. Call Transfer:
    • Redirect calls to a human representative under specific conditions.
    • Example:
      • If the caller says, “I want to speak to the manager,” the agent transfers the call.
  2. Workflow Triggers:
    • Automate post-call actions such as sending follow-up emails, payment links, or scheduling appointments.
  3. Update CRM Fields:
    • Automatically update customer details during calls, including name, email, or preferences.
  4. Send SMS:
    • Configure SMS templates for follow-ups.
    • Example: Send an appointment confirmation or payment link after the call.

Step 6: Reviewing Call Data

  1. Call History:
    • Access call logs to review:
      • Call duration and completion status.
      • Full conversation transcripts in a chat-like format.
  2. Call Summaries:
    • Summarize key details, such as:
      • Customer preferences (e.g., preferred contact method: phone vs. email).
      • Outcomes and follow-up actions.
  3. Email Reports:
    • Receive post-call emails containing:
      • Caller ID and number dialed.
      • Transcript of the conversation.
      • Actions taken by the agent.

Step 7: Advanced Use Cases for AI Agents

  1. Department-Specific Agents:
    • Assign unique Voice AI Agents for different departments (e.g., customer service, technical support).
    • Route calls dynamically based on the customer’s input.
  2. Error Handling:
    • If the caller reaches the wrong department, configure the agent to redirect them:
      • Example: “You’ve reached billing. Let me transfer you to customer support.”

Best Practices for Voice AI Agents

  1. Refine Prompts:
    • Use clear, detailed instructions to improve the agent’s accuracy.
  2. Leverage Workflows:
    • Automate routine tasks such as data entry, appointment scheduling, and follow-ups.
  3. Monitor Performance:
    • Regularly review call logs and summaries to identify areas for improvement.
  4. Ensure Compliance:
    • Use the Cookie Consent Banner for legal compliance when tracking call data.

Conclusion

GoHighLevel’s Voice AI Agent empowers businesses to handle calls efficiently, automate repetitive tasks, and enhance customer satisfaction.

By following this guide, you can set up and optimize the agent to meet your business needs, improve operational efficiency, and deliver exceptional customer experiences.

Ready to get started? Activate your Voice AI Agent today and transform the way your business handles calls! 🚀