Basic Recall Workflow for SalesAi Voice

Follow this guide to create a recall workflow in GoHighLevel to recall your prospects once.

• Click on Automation on the left-hand menu
  
• First, you'll need to know your "trigger" tag used when setting up the initial workflow. Click on the initial workflow to find this tag. This will typically be a duplicate of the AI Call - Free Webhook.
  
• Click on the Trigger Tag to determine which tag was used.
  
• In this example, the trigger tag is "ai call"
  
  
• Go back to your Workflows and open the Recall Sequence
  
• Note that the Trigger for this sequence is the "DNA" tag being added to a prospect. The "DNA" tag is automatically added if a prospect does not answer when called.
  
• Click on the time delay to adjust the cadence for how often the prospect will be called.
  
• For example, if you'd like the Agent to call back 2 days after the first attempt with no answer, adjust the Action Name and Wait time to 2 days. 
  
• Make sure to click Save Action
  
• Note the next step- Remove "DNA" Tag. If this is left in the workflow as is, the prospect will repeat the workflow until they finally answer. If this step is removed (click on the 3 dots, then Delete Action), the prospect will only go through the recall workflow one time.
  
  For this guide, delete that step:
  
• Click on Remove 'AI call' Tag Action. You will need to adjust the tag to match your trigger tag.
  
• Delete the existing (filler) tag, and then add the trigger tag you used to initiate your workflow. Adjust the action name to match. Make sure to Save.
  

  The trigger tag used for my calling workflow was "ai call," so I would include that tag.

  
• Click on Add 'AI call' Tag Action and adjust this tag the same way you adjusted the previous step.
  
• Again, the tag should be the same as the trigger tag you used to initiate your calling workflow. Ensure the Action Name matches your tag and Save.
  
• Save your workflow and Toggle to Publish. This will activate the workflow.