Creating a basic GoHighLevel Workflow for SalesAi Voice

Build your workflow to trigger the calls from SalesAi Voice.

Follow these steps to create a basic workflow for your Agent!

  • Click on the Automation tab on the left-hand menu
  • There should be several pre-populated options! We are going to duplicate the "AI Call - Free Webhook" option.
  • Click the Triple Dots Icon next to the "Ai Call - Free Webhook" workflow, click Duplicate Workflow, and give it a name.
  • Open that new workflow by clicking on the name. Here is what you will see:

Drip Step

The Drip Step allows us to set the number of calls per minute the Agent will make.

  • Click on the Plus Icon between the Trigger and Webhook Step
  • Search for "Drip". Select the Drip action
  • Adjust the settings for the Drip action. We recommend a batch size of 5 calls per minute.
  • Click Save Action at the bottom.

Webhook Step

  • Click on the Webhook step to open the editing panel.
  • You will need to enter these details from your SalesAi Voice Account 
    • Client_ID: This is your Client ID on SalesAi Voice
    • Agent_ID: This would be from the Outbound Agent you created. Click the Triple Dots next to the desired Agent, and use the copy option:
    • from_number: To use the number already assigned to your agent in SalesAi Voice, we recommend deleting this field to avoid it being overwritten.

Trigger and Actions

  • Click the Trigger at the top-right of the Workflow
  • For the Filter "Tag Added," replace the placeholder tag with your custom Call - "List Name" tag you created. Make sure to update the Trigger Name to match, then click Save Trigger.

If you didn't create a tag specific to your List, here are some guides to do so!
Creating a Tag in GoHighLevel
Creating Smart Lists on GoHighLevel

You may also need to change the Add 'Called' tag action if you have a specific 'Called' tag for each Smart List.