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🔗 Integration

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🎙️ Recording & Transcription

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📼 Send Recording to GHL

• Purpose: Automatically upload call recordings to GoHighLevel CRM
• Configuration: Select GHL field/location for recording storage
• Benefit: Centralized call record management and compliance

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📝 Send Transcription To GHL

• Purpose: Transfer AI-generated call transcripts to GHL
• Configuration: Choose destination field for transcript data
• Benefit: Searchable conversation records and analysis

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😊 Send User Sentiment to GHL

• Purpose: Log AI-detected user sentiment (positive, neutral, negative) in GoHighLevel
• Configuration: Map sentiment data to a GHL field
• Benefit: Enables advanced customer experience analytics and follow-up prioritization

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🗒️ Send Call Summary to GHL

• Purpose: Store AI-generated call summaries in GHL
• Configuration: Choose summary destination field
• Benefit: Quick review of call outcomes and context for future interactions

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⏱️ Call Data Management

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⏳ Send Call Duration to GHL

• Purpose: Log call length metrics in GoHighLevel
• Configuration: Map to specific GHL duration field
• Usage: Performance tracking and billing analysis

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🔄 GHL Tag Call Direction

• Purpose: Categorize calls as inbound/outbound in GHL
• Configuration: Select tag field for call direction
• Benefit: Directional call analytics and reporting

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🏷️ Call Status Tags

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✅ GHL Tag on Answered

• Trigger: When calls are successfully answered
• Configuration: Select tag for answered calls
• Purpose: Track successful connection rates

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❌ GHL Tag on No-Answered

• Trigger: When calls go unanswered
• Configuration: Choose tag for missed calls
• Purpose: Identify follow-up opportunities

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📵 GHL Tag on Busy

• Trigger: When calls encounter busy signals
• Configuration: Set tag for busy call status
• Purpose: Schedule optimal callback times

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📬 GHL Tag On Voicemail

• Trigger: When calls reach voicemail systems
• Configuration: Select voicemail detection tag
• Purpose: Track voicemail delivery rates

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📅 GHL Tag On Appointment

• Purpose: Automatically tag contacts when appointments are scheduled
• Configuration: Choose appointment confirmation tag
• Benefit: Streamlined appointment management workflow

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🔀 GHL Tag On Call Transfer

• Trigger: When calls are transferred to another agent or department
• Configuration: Select tag for transferred calls
• Purpose: Track and analyze call transfer frequency and reasons

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🙋‍♂️ GHL Tag On User Hang Up

• Trigger: When the user disconnects the call
• Configuration: Choose tag for user-initiated hang ups
• Purpose: Identify and address potential drop-off points in call flows

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🚫 GHL Tag On Failed Outbound call

• Trigger: Applied when an outbound call fails due to reasons such as agent inactivity, zero account balance, missing client or outbound number, concurrent limit exceeded, or telephony/system errors (e.g., SIP, internal, or platform errors).
• Configuration: Set tag for failed outbound attempts
• Purpose: Monitor and improve outbound call success rates