Quick start
- Inside your Voice AI setup, locate the Trigger Workflows configuration.
- Select a single workflow or multiple workflows to automatically fire as soon as the call ends. (Note: If Voice AI Translation is enabled, your post-call workflows and notifications will actually use the translated summary and transcript).
- Scroll to Email Notifications to keep your human team in the loop.
Follow the detailed steps below to complete the setup.
Imagine setting up a brilliant AI voice agent. It answers the phone perfectly. It talks to the prospect, collects their contact info, handles their basic objections, and politely ends the call. It is an absolute masterpiece of automation.
But then, absolutely nothing happens.
The lead’s data just sits in a digital void. Your sales team doesn’t get notified. The CRM doesn’t update, and no follow-up text goes out. Two hours later, that hot lead cools completely off, and you have lost the deal despite having the smartest AI in the world handling the front desk.
An AI receptionist is completely useless if it does not plug directly into your agency’s operational nervous system. HighLevel fixes this massive bottleneck by allowing you to trigger specific workflows, fire off instant notifications, and run live simulations before your bot ever talks to a real customer. Let’s hardwire your agent for conversion.
Part 1: The Post-Call Engine (Trigger Workflows & Notifications)
You need to dictate exactly what happens the millisecond the prospect hangs up the phone. Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Inside your Voice AI setup, locate the Trigger Workflows configuration.
- Select a single workflow or multiple workflows to automatically fire as soon as the call ends. (Note: If Voice AI Translation is enabled, your post-call workflows and notifications will actually use the translated summary and transcript).
- Scroll to Email Notifications to keep your human team in the loop.
- Select the specific team members who need to be alerted. The system will instantly email them a Call Summary, the collected Contact Information, the complete Call Transcript, and a log of any Actions Taken.
Part 2: Wire the Phone Lines (Phone & Availability)
Your brilliant AI agent needs a dedicated line to actually pick up.
- Navigate to the Phone and Availability tab in your agent settings.
- Assign your Voice AI Agent to a single phone number or a specific group of numbers inside your sub-account.
- Configure the working hours to set the exact days and time intervals when the agent is allowed to handle calls.
Part 3: Run the Simulation (Test Your Agent)
Never deploy a digital employee to the public without running a live fire drill first.
- Do not leave the creation flow. Look for the Test Your Agent panel on the right side of the Phone & Availability step.
- Choose your Call type (Phone Call or Web Call) and your specific Scenario (Inbound or Outbound).
- Enter your personal phone number into the field.
- Click Call Me to receive a live test call from your Voice AI Agent. Interact with it directly to evaluate its responses. (Pro-tip: During Web Call tests, you can watch the Live Transcript populate in real-time right inside the call window).
- After the call ends, review your Call History, read the Transcripts & Recordings, and check the Summaries & Feedback to refine your agent’s logic before pushing it live.
Stop letting great conversations die in an unorganized CRM. Hardwire your Voice AI directly into your workflows and watch your close rates soar.
Frequently Asked Questions
What should I know about the Post-Call Engine (Trigger Workflows & Notifications)?
You need to dictate exactly what happens the millisecond the prospect hangs up the phone. Ready to streamline this? Here is exactly how to do it in 60 seconds: Inside your Voice AI setup, locate the Trigger Workflows configuration. Select a single workflow or multiple workflows to automatically fire as soon as the call ends. (Note: If Voice AI Translation is enabled, your post-call workflows and notifications will actually use the translated summary and transcript). Scroll to Email Notifications to keep your human team in the loop. Select the specific team members who need to be alerted. The system will instantly email them a Call Summary, the collected Contact Information, the complete Call Transcript, and a log of any Actions Taken.
What should I know about wire the Phone Lines (Phone & Availability)?
Your brilliant AI agent needs a dedicated line to actually pick up. Navigate to the Phone and Availability tab in your agent settings. Assign your Voice AI Agent to a single phone number or a specific group of numbers inside your sub-account. Configure the working hours to set the exact days and time intervals when the agent is allowed to handle calls.
What should I know about run the Simulation (Test Your Agent)?
Never deploy a digital employee to the public without running a live fire drill first. Do not leave the creation flow. Look for the Test Your Agent panel on the right side of the Phone & Availability step. Choose your Call type (Phone Call or Web Call) and your specific Scenario (Inbound or Outbound). Enter your personal phone number into the field. Click Call Me to receive a live test call from your Voice AI Agent. Interact with it directly to evaluate its responses. (Pro-tip: During Web Call tests, you can watch the Live Transcript populate in real-time right inside the call window). After the call ends, review your Call History, read the Transcripts & Recordings, and check the Summaries & Feedback to refine your agent’s logic before pushing it live. Stop letting great conversations die in an unorganized CRM. Hardwire your Voice AI directly into your workflows and watch your close rates soar.
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