GoHighLevel Integration

How to Deploy Voice Assistants on GoHighLevel

Video

How to integrate GHL

Marketplace Link: https://marketplace.gohighlevel.com/integration/653bee8ab4783e721f7b1348 Notes

• The Synthflow App can be used for Agency and Subaccount

Prerequisites:

• An active subscription with Synthflow.ai is required.

  • Register at synthflow.ai/ghl.

• Generate an API-Key within your Synthflow.ai dashboard.

Preparing Your Assistants in Synthflow.ai

• For Inbound Calls: You must have an Inbound Assistant configured in Synthflow.ai.

• For Outbound Calls: You must set up an Outbound Workflow Assistant in Synthflow.ai.

Successfully integrating Synthflow.ai for both inbound and outbound calls within your GoHighLevel account involves creating two specific workflows: one for making calls and another for retrieving transcripts.

Workflow #1: Make the Call

To initiate calls via Synthflow.ai, create the first workflow automation in GHL.

1. Create a Workflow Trigger:

   • Select “Contact Tag” as your trigger.

   • Apply filters and choose "call"

   

   Contact Tag Trigger
2. Configure the Call Action:

   • Add a "Make A Phone Call" action and select Synthflow.ai - AI Phone Assistant

   

   • Enter the Model ID, which can be found in the Synthflow.ai app under the "More info" section.

   

   Model ID - Synthflow.ai App

   • Set the contact's phone number and first name fields:

     • Phone: Use the contact’s raw format phone number.

     • Name: Input the contact’s first name.

   • Insert your Synthflow.ai API key, which is available under the API tab in the Synthflow.ai app.

   

   API key - Synthflow.ai App

   • Map the 'lead_name' to the contact's first name for personalization.

   ⚠️ Lead_name is the variable automatically in the greeting on our tool. If you want to add more Keys & Values, please add them both here and in Synthflow in the prompt as variables. They need to match the same naming convention.

Workflow #2: Retrieving the Call Transcript

To capture the call transcript, proceed with the following workflow.

Workflow 2 - Example

1. Set Up an Inbound Webhook Trigger:

   • Copy the provided webhook URL (POST/GET/PUT)

   

   COPY URL(POST/GET/PUT)

   • Paste this URL into the Synthflow.ai web app under your Assistant’s Deployment settings for GHL, and initialize.

   

   PASTE URL - Synthflow.ai App

   • Select the MAPPING REFERENCE dropdown and pick any sample request

2. Add Create or Update Contact Action:

   • Use the "Create/Update Contact" action to log the phone number from the Inbound Webhook.

   

   CREATE UPDATE CONTACT - Phone_number
3. Add a Notes Action:

   • Utilize the "Notes" action to record the call transcript, duration, and status by clicking Custom Values > Inbound Webhook Trigger > Transcript/Duration/Status

   

   Notes Action

! Important: Always Keep Allow re-entry enabled