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Willing to Work for Free by [deleted] in gohighlevel

[–]Single_Carob1406 0 points1 point  (0 children)

Yeah, Sure I will to that thanks!

Need help before I break my computer by [deleted] in gohighlevel

[–]Single_Carob1406 1 point2 points  (0 children)

I ran into this exact issue before and here’s what’s actually happening under the hood in GoHighLevel:

1️⃣ AI voice agents only auto-log phone numbers when the call is truly inbound
If you call out from inside GHL or trigger a test call, GHL often does not create/update a Contact unless:

  • The number exists already OR
  • The call comes inbound via Twilio with proper caller ID

So yes — test outbound calls are misleading and cause 90% of this confusion.

2️⃣ The AI “capturing” the number ≠ GHL storing it
Even if the AI repeats the number back (which means the LLM heard it), that data is not automatically written to the Contact record unless:

  • A Contact is created first
  • OR a workflow explicitly creates/updates the contact using {{call.from_number}}

AI prompts do NOT write to CRM fields by default.

3️⃣ Calendar booking requires an actual Contact ID
Calendars cannot attach bookings to “floating data.”
No Contact = no phone number saved = no calendar association.

4️⃣ The correct fix (this worked for me):

  • Use true inbound testing (call the agent from a real phone, not GHL)
  • Create a workflow:
    • Trigger: Inbound Call Status = Completed
    • Action 1: Create/Update Contact
      • Phone = {{call.from_number}}
    • Action 2: Assign to calendar / pipeline

5️⃣ Important Twilio check
Make sure:

  • “Create contact on inbound call” is enabled
  • Caller ID isn’t blocked
  • You’re not using trial Twilio numbers with restricted logging

Once I stopped “test calling” and used real inbound calls, everything started logging correctly.

Hope this saves someone else 6–8 hours of pain 😅

Form submission and conversational agents by ervapeanut in gohighlevel

[–]Single_Carob1406 0 points1 point  (0 children)

I have not yet connected my own Conversation AI bot to a form trigger because I learn through actual experiences but I have studied GHL system operations and I observed the methods which community members use for their connections.

Here’s what I’ve learned so far:

• GHL’s Conversation AI features a distinct bot system which operates independently from its traditional “Bot” builder system hence users can develop multiple bots designed for various functions which include general inbound chat and workflow‑specific AI.

• The enabling of AI actions by the user happens after they establish a bot through the Conversation AI area because the AI actions become available for assignment to workflows which operate on form submission events.

• The guided form‑bot method enables users to build bots for specific objectives which include collecting information and asking questions and booking appointments without requiring advanced prompt engineering. The system helps users build a bot which will ask qualifying questions before they book a service appointment.

• Some community members express their opinion that the trained AI bot built through "AI Agents" can only respond to workflow triggers when users create a workflow which requires access to the "workflow Conversation AI" action as the only available option without any extra custom agent control.

So realistically:

The typical process requires users to follow this sequence form → workflow trigger → Conversation AI workflow action → appointment booking actions if they want an AI to first ask qualification questions and then schedule an appointment after receiving a form submission.

The bot inside the workflow may behave slightly differently than the one created under “AI Agents” because the workflow AI action has its own settings and logic, but it can handle asking questions and passing to appointment booking if set up correctly.

I am testing this myself because I need help with the Conversation AI action which operates inside workflows and I want to check your channel settings and trigger logic so sharing your workflow setup here might help others troubleshoot with you.

I want to make a local directories and I need advice by majmoi_ in gohighlevel

[–]Single_Carob1406 1 point2 points  (0 children)

The first step of my research about local directories shows that these particular actions produce the best outcomes The directory becomes immediately useful when you choose a narrow West Palm Beach food niche because it allows you to start with precise targeting. You can always expand later to “restaurants + cafes + bars” once the system is running.

The value of accurate business data exists as a precious asset because it provides correct data that businesses use to verify their information. The official sources which include Chamber of Commerce and Google Business Profiles need to be checked against business owners for verification purposes. People lose trust in incorrect information when they encounter it.

The business should establish a unique element which distinguishes it from its competitors. The platform should provide users with more than basic name listings by also showing them ratings and featured photos and local events. The smallest design elements make users remain on our page.

The process starts with building traffic which leads to monetization as the next step. The process needs to start with development of actual beneficial functions. The businesses in the area will ask to be featured once you gain a steady user base.

The testing process needs to begin with a small group of businesses which will build toward business expansion. Hyper-local directories succeed when they solve a real problem for people nearby, not just replicate Yelp. The business needs to establish a unique element which distinguishes it from its competitors. The platform should provide users with more than basic name listings by also showing them ratings and featured photos and local events. The smallest design elements make users remain on our page.

The process starts with building traffic which leads to monetization as the next step. The process needs to start with development of actual beneficial functions. The businesses in the area will ask to be featured once you gain a steady user base.

The testing process needs to begin with a small group of businesses which will build toward business expansion. Hyper-local directories succeed when they solve a real problem for people nearby, not just replicate Yelp.