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How It Works

1

Create New Automation

  • Go to Campaigns > New Campaign
  • Give your Campaign name for easy identification (e.g., “New Facebook Contact Qualification”).
  • Choose Outbound AI Agent Number
  • Select Campaign type as “Automation”. Auto2 Pn
2

Choose a Trigger

 Select which event will start the call automation:
  • When a Contact is Created
  • When a Contact is Updated
  • When a Contact is Created or Updated
  • When a**Webhook is triggered ** (Allows your AI agent to call new contacts in GHL)
3

Webhook URL Setup

  • Use the following webhook URL to trigger this automation from your CRM.
    Replace the macros with the corresponding fields from your CRM system.
    • Go to GHL CRM > Sub Account > Automations > Create Workflow
    • Create a Trigger and paste the Webhook URL under Actions
  • This helps target only new contacts, irrespective of the list and tags. Auto3 Pn
4

Set Call Schedule

  • Define business hours to avoid calling outside working hours (e.g., 10 AM – 6 PM)
5

Configure Redial Logic

If a call fails or goes unanswered:
  • Retry after 15 minutes (1st attempt)
  • Retry after 4 hours (2nd attempt)
  • Retry next day (3rd attempt)
6

Post-Call Actions

  • AI validates the conversation
  • Uses #Extract_Info to capture lead data (name, email, intent, etc.)
  • Uses #Book_Calendar to schedule appointments
  • Sends call data to CRM or Google Sheets via #Post_Call_Event webhook
  • View full call logs and transcripts in Call History
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Use Case Examples

  • Instant Lead Follow-Up
    Trigger a call when a lead fills out a form or subscribes via a landing page.
  • CRM Lead Re-Engagement
    Call warm or reactivated leads as soon as their status changes.
  • Tag-Based Triggering
    Auto-call when a lead gets tagged as “Hot,” “Schedule Call,” or “Demo Booked.”
  • Appointment Reminder Calls
    Trigger calls 1 hour before a scheduled appointment to reduce no-shows.
  • Missed Payment or Renewal Alert
    Automatically notify users when their subscription is about to expire.

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Integrations

Use this with:
  • CRMs like HubSpot, Zoho, and GoHighLevel
  • Forms & Lead Sources like Facebook Ads, Google Ads, Typeform
  • Automation Tools like Zapier, Make.com, N8N
  • Spreadsheets like Google Sheets or Excel
Trigger via Webhook for full automation flow.
Important:
  • Phone numbers must be imported from Twilio
  • Ensure agents are configured with the appropriate prompt and actions
  • Respect DND guidelines and legal calling hours in your region
  • Combine with Call Analytics to track conversion rates