🔗 Integration
To adjust theRecording, Transcription, User Sentiment, call summary that’s sent to Go High Level (GHL) or your CRM, you’ll want to configure this directly through our integration. Since we are fully integrated with GHL, the process works through custom fields: Create Custom Fields in GHL – Within your GHL account, set up the custom fields you’d like to capture (e.g., summary, transcription, sentiment, recording). Map Custom Fields – Once created, these fields automatically appear in your dropdowns, so you can map them to the correct data from our platform.📼 Map Recording to GHL Custom Field
- Purpose: Automatically upload call recordings to a designated custom field in GoHighLevel CRM
- Custom Field Setup: In GHL, create a custom field (e.g., “Call Recording URL”) to store the recording link
- Mapping: In the integration settings, select this custom field to receive the recording data
- Benefit: Ensures all call recordings are centrally managed and easily accessible within your CRM
📝 Map Transcription to GHL Custom Field
- Purpose: Transfer AI-generated call transcripts into a specific GHL custom field
- Custom Field Setup: Create a custom field in GHL (e.g., “Call Transcription”) for storing transcript text
- Mapping: Assign this field in the integration to receive transcription data
- Benefit: Makes conversation records searchable and available for future analysis
😊 Map User Sentiment to GHL Custom Field
- Purpose: Log AI-detected user sentiment (positive, neutral, negative) in a GHL custom field
- Custom Field Setup: Add a custom field in GHL (e.g., “User Sentiment”) to capture sentiment values
- Mapping: Map this field in the integration to receive sentiment data
- Benefit: Enables advanced analytics and prioritization based on customer sentiment
🗒️ Map Call Summary to GHL Custom Field
- Purpose: Store AI-generated call summaries in a designated GHL custom field
- Custom Field Setup: Create a custom field in GHL (e.g., “Call Summary”) for summary text
- Mapping: Select this field in the integration to receive call summary data
- Benefit: Provides quick context for future interactions and follow-ups
⏱️ Call Data Management
⏳ Map Call Duration to GHL Custom Field
- Purpose: Store the duration of each call in a designated custom field within GoHighLevel
- Custom Field Setup: In GHL, create a custom field (e.g., “Call Duration”) to capture call length
- Mapping: Assign this custom field in the integration settings to receive call duration data
- Benefit: Enables performance tracking and supports billing analysis directly from your CRM
🏷️ Call Status Tags
Automatically tag calls in GHL based on call outcomes:Note: Tags are automatically assigned to each call based on its outcome—such as answered, no answer, or busy. This ensures that every call in GoHighLevel is labeled with the status most relevant to that specific call, making it easy to track, filter, and analyze call results directly within your CRM.
🔄 Call Direction Tag in GHL
- Purpose: Automatically assign a tag (e.g., “Inbound” or “Outbound”) to the lead or contact in GoHighLevel (GHL) based on the direction of the call.
- Benefit: Enables easy filtering and segmentation of leads or contacts in your CRM by call direction using tags—no custom field setup required.
✅ Answered Status Tag in GHL
- Purpose: This does not store or record the call in a custom field. Instead, when a call is answered, a tag (e.g., “Answered”) is automatically assigned to the lead or contact in GoHighLevel (GHL).
- Benefit: Lets you easily filter and track leads or contacts who answered calls, using tags in your CRM—no custom field setup required.
❌ No-Answered Status Tag in GHL
- Purpose: This does not store or record the call in a custom field. When a call is not answered, a tag (e.g., “No Answer”) is automatically assigned to the lead or contact in GHL.
- Benefit: Makes it simple to identify and follow up with leads or contacts who missed calls, by filtering with the “No Answer” tag.
📵 Busy Status Tag in GHL
- Purpose: This does not store or record the call in a custom field. If a call receives a busy signal, a tag (e.g., “Busy”) is automatically assigned to the lead or contact in GHL.
- Benefit: Enables you to track and analyze which leads or contacts had busy call outcomes, using tags instead of custom fields.
📬 Voicemail Status Tag in GHL
- Purpose: When a call reaches voicemail, a tag (e.g., “Voicemail”) is automatically assigned to the lead or contact in GoHighLevel (GHL).
- Benefit: Easily track and filter leads or contacts who received a voicemail by using tags in your CRM—no custom field setup required.
📅 Appointment Status Tag in GHL
- Purpose: When an appointment is scheduled, a tag (e.g., “Appointment Set”) is automatically assigned to the lead or contact in GoHighLevel (GHL).
- Benefit: Easily filter and track leads or contacts with scheduled appointments using tags in your CRM.
🔀 Call Transfer Status Tag in GHL
- Purpose: When a call is transferred, a tag (e.g., “Call Transferred”) is automatically assigned to the lead or contact in GHL.
- Benefit: Enables tracking and analysis of call transfers by filtering leads or contacts with the “Call Transferred” tag.
🙋♂️ User Hang Up Status Tag in GHL
- Purpose: When a user hangs up, a tag (e.g., “User Hang Up”) is automatically assigned to the lead or contact in GHL.
- Benefit: Helps identify leads or contacts where the user ended the call, making it easy to follow up or analyze drop-off points.
🚫 Failed Outbound Call Tag in GHL
- Purpose: If an outbound call fails (due to agent inactivity, zero account balance, missing client/outbound number, concurrent limit exceeded, or telephony/system errors), a tag (e.g., “Failed Outbound Call”) is automatically assigned to the lead or contact in GHL.
- Benefit: Allows you to monitor and improve outbound call success rates by filtering leads or contacts with failed call tags.
