How to use custom Values For High Level Voice A.I.

Hey all, Bridget Bartlett here! I'm thrilled to share with you an incredible new feature available within High Level that allows us to maximize the potential of our Voice AI phone calls. If you've set up your Voice AI and are wondering how to utilize call summaries, transcripts, or call duration in your notes or workflows, I've got some exciting insights for you. With these new options, you can even leverage ChatGPT based on transcripts.

Setting Up Your AI Agent

The first step in this process is setting up your AI agent. Let me introduce you to my real-life AI agent, Maggie. In the Voice AI section, you can customize your agent with a name, business name, language, voice, and time zone. Although currently available for inbound calls only, outbound calls are coming soon! You can also set your agent's greeting message and goals. For instance, I’ve set Maggie to send an SMS if the caller doesn’t have a High Level account but wants to join our program.

Creating Custom Fields and Workflows

Once your AI is ready, create a custom field. In my example, I created a custom field called "Conversation Summary." To add one, click “Add Field,” choose "Multi-line" to accommodate extensive data from summaries or transcripts, and decide which section to store it in – contact, opportunity, or company.

After setting up Voice AI and custom fields, it's time to craft your workflow. Creating a workflow from scratch is straightforward; the phone call completion serves as the trigger. In the notes section of your caller’s profile, you can add custom values such as call duration, summary, or transcript.

Updating Contact Fields

To update a contact field, select the appropriate step in the workflow. For instance, I've chosen the "Conversation Summary" field for a specific step. Within the available custom values, you’ll decide what data to update – whether the transcript, summary, or duration. I chose the summary value here.

Testing Your Workflow

Testing your workflow is essential. I conducted a test by calling my business phone line, which is automatically forwarded to my business number. Maggie, our AI agent, addressed me, and the call executed smoothly, highlighting the efficiency of this setup. After the call, the field updated, showcasing the conversation summary.

Bear in mind, updating a custom field overrides prior data if the same contact calls again; however, the notes section remains intact.

Join Our Community for More Insights

If you have any lingering questions, join us for open office hours after this training, accessible via our events calendar. Not a member yet? Head over to myvisionagency.com to join our free community or explore other available options.

Thank you all for joining me today. I hope this guide empowers you to unlock the full potential of High Level Voice AI. Go make your vision a reality. Until next time, bye!