Advanced

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⚙️ Advanced tab (user guide)

The Advanced tab is where you give your agent extra abilities during calls: ending calls on purpose, transferring callers, booking appointments, collecting details after or during a call, joining meetings, using phone menus (press-a-number systems), optional clinic-related options, and connecting custom actions. You will also find phone number assignment for this agent, tools to test and connect the agent, and sender settings for notifications.

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📋 Agent Functions (main section)

Under the title Agent Functions, a short line explains that you can turn on things like calendar booking and ending calls—read it once; it sets context for everything below. Below that, a grid of cards lets you open setup for each type of function. Each card has a title, one line of help text, and a Configure button (or a switch in one special case).

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🔴 End Call

Purpose: Tell the agent when and how it may end the call after your business goal is finished.

1. Choose Configure on the End Call card.
2. A panel opens with a single large text area: Description.
3. Write clear instructions in everyday language (for example: after the appointment is booked, end the call politely).
4. Choose Save. Cancel closes without saving.

The configure panel is a single Description field—similar to this:

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🔄 Call Transfer

Purpose: Send the caller to another phone number or to a destination chosen dynamically from the conversation.

1. Choose Configure on the Call Transfer card.
2. Fill in only the fields that apply to your choices.

Main transfer settings (description, destination, type): Description — Instructions for when and why to transfer—what the agent should look for before transferring. Transfer to — Static destination: transfer always goes to one phone number you enter; you can turn on Extension and type an extension if needed. Dynamic routing: instead of one fixed number, you describe how the agent should decide where to send the call; a text box appears for that explanation. When you use dynamic routing, you fill the prompt-style field for how the destination is chosen: Type — Cold transfer: the caller is moved to the other party in a straightforward way. Warm transfer: extra options appear for a more guided handoff. Cold transfer focuses on a direct handoff—your screen may look like this when that path is selected: Warm transfer options (when you pick Warm) — On-hold music: what the caller hears while waiting (ringtone, relaxing sound, uplifting beats, or none). Navigate IVR: if the other side uses a “press 1 for…” menu, describe how the agent should handle it; turning this on can affect related options (the screen explains when something is locked or auto-enabled). Human detection: when on, the agent tries to confirm a real person answered before finishing the handoff; you can set how long to wait for an answer and whether the agent sends a short “Hello” first. Whisper message: optional message heard only by the person receiving the transfer (prompt style or one fixed sentence). Three-way message: optional message spoken after the transfer connects so both sides can hear it (for example a short introduction). Displayed phone number — Choose which caller ID style fits your process—often your AI agent’s number or the lead’s number, depending on what your organization expects. Save applies the transfer setup. Cancel closes without saving.

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📅 Calendar Appointments

Purpose: Let the agent check availability and book appointments on a calendar you connect.

1. Choose Configure on the Calendar Appointments card.
2. Book Appointments On: Pick where your calendar lives—Go High Level or your product’s own calendar (labels match your screen). Help text explains when to pick each.
3. Select Calendar: After choosing the platform, pick the specific calendar. For the Go High Level path, calendars often fill after your location is connected; if the list is empty, finish connection steps first.

Choosing where appointments are booked and which calendar to use:

4. Appointment title: What should appear on the calendar when a booking is made (for example “Sales call”).
5. Booking window (days): How many days ahead the agent may offer times (example: 7 means only slots in the next seven days).
6. Collect contact information: Which details the agent should gather before booking; the list depends on your platform. Select more than one where allowed.
7. Calendar timezone: The calendar’s timezone—should match how the calendar is set up in your booking system.
8. Save applies everything. Cancel closes without saving.

Title, booking window, contact fields, and timezone: The line near Active Functions that mentions your calendar updates when a calendar is selected and saved, or may show that none is selected yet.

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📋 Post-Call Information

Purpose: After the call ends, have the agent capture specific information you care about (aligned with fields your system can store).

1. Choose Configure on the Post-Call Information card.
2. Use Collect User Information to select one or more items (the list depends on your connected setup).
3. Save applies. Cancel closes without saving.

Opening post-call setup from the card: Selecting which information to collect: Active Functions shows how many fields you selected.

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📝 Live Call Updates

Purpose: While the call is still active, update stored information when the caller says something relevant. What the Live Call Updates function is for:

1. Choose Configure on the Live Call Updates card.
2. Select the information the agent is allowed to update during the call.

Choosing which fields can be updated during the call:

3. Save applies.

Additional options on the same flow (if your screen shows these steps): Active Functions shows how many fields are in use.

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🎥 Join Meeting

Purpose: Connect video meeting behavior so the agent can work with your meeting flow.

1. Choose Configure on the Join Meeting card.
2. Select Google Calendar: Pick the calendar to use when this applies.

Calendar selection for join-meeting behavior:

3. Description: Explain when and how the agent should use the meeting action.
4. Save applies. Cancel closes without saving.

Description and save—aligned with the fields above:

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🏥 Setup Cloud Clinic Integration (only if you see this card)

Purpose: Turn clinic-related features on for this agent when your organization uses that integration. You may see a switch to enable or disable the feature. If your profile is missing required clinic connection details, the switch may stay off and a note tells you to add Source System Id and Auth Token in Profile Settings first.

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🔗 API Configuration

Purpose: Manage custom web actions the agent can call (your own services), separate from the built-in calendar and transfer tools. Choose Configure to open the list of API actions. When an API-style action is active, Active Functions can show an API Configuration summary with address, method, and content style. List of configured API actions: Adding or editing a single API action (fields vary by your setup):

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☎️ Press Digit (IVR Navigation)

Purpose: When the other side uses a phone tree (“Press 1 for sales…”), the agent can listen and press the right keys. Press Digit as an agent function you can configure:

1. Choose Configure on the Press Digit card.
2. Description: Explain the situation (for example, navigate to support). Stay within the character limit shown under the box.
3. Pause detection delay: How long the agent waits before sending each digit—adjust if menus are slow or fast (allowed min/max are on screen).
4. Save applies. Cancel closes without saving.

Description field, character limit, and pause delay:

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📞 Phone Number Configuration

Purpose: Choose which incoming and outgoing phone numbers this agent uses from numbers available to your account. Inbound Numbers — Open the list and pick the number that should receive calls for this agent; use the save control next to the list to apply. Outbound Numbers — Pick the number used or shown for outbound calls from this agent; use the save control next to the list to apply. If a number is already used elsewhere, your organization’s rules may limit what appears in the list. Inbound and outbound pickers on one screen:

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🛠️ Tools & Testing

Shortcuts for trying the agent and technical setup. The row of tool buttons on the agent page: Open each when you need that task—some panels are for administrators or technical staff. Map Inbound Call GHL Fields opens field mapping similar to this: Configure Webhook Endpoint uses a URL and HTTP method like this:

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✉️ Sender Management

Purpose: Manage where notifications about this agent can be sent (for example email or text), as rows in a table. Add Sender opens a short form. Send To: destination (email or phone, depending on your process). Send Type: Email or SMS. Saving adds a row; the table includes actions to manage existing entries. Sender list and Add Sender: