GoHighLevel Snapshot: AI Calling Workflows for Outbound Calls, Summary, and Appointment Reminders

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Snapshot Link: AI Calling Workflows for Outbound Calls, Summary, and Appointment Reminders

Overview

This guide covers how to effectively use the our GoHighLevel snapshot: AI Calling Workflows: 3 Outbound Calls, Summary, Appointment Reminder. This GoHighLevel Snapshot is designed to streamline your calling workflows, automatically update call outcomes in your GoHighLevel Contacts, and send email confirmations and reminders for scheduled appointments.

By following this guide, you'll be able to leverage key features within the Snapshot to automate calling processes and improve customer engagement. The Snapshot includes:

  • Custom Fields for call tracking
  • Tags to easily organize contacts based on call outcomes
  • Custom Values that need to be set up before publishing workflows
  • Workflows for making calls, logging call outcomes, and sending appointment reminders

Snapshot Key Elements

When you add this Snapshot to your GoHighLevel account, the following elements will be populated:

Custom Fields

  • AI Call Outcome 
  • Last AI Call Status

Tags

  • booked appointment 
  • call completed 
  • follow up

Custom Values

Please ensure these values are updated before launching any workflows:

  • AI Calling API Key
  • AI Calling Assistant ID
  • AI Calling Webhook
  • Company Name

Snapshot Overview

For a visual guide on setting up and using the Snapshot, check out the following video that showcases the specific elements included within the GoHighLevel Subaccount.




01. Workflow: Outbound AI Call x 3 Attempts | API Request

This workflow initiates up to three outbound call attempts via API requests using the Synthflow API endpoint. If the first call attempt fails, the workflow triggers a second attempt, and if necessary, a third attempt will follow.

 

02. Workflow: AI Call Outcome [GPT Outcome + Summary]

This workflow retrieves all relevant call details and updates each contact with the following information:

  • AI Call Outcome – Logs the call result.

  • Last AI Call Status – Records the last call status.

  • Tags – Automatically updates based on call outcomes.

  • Contact Notes – Adds any notes relevant to the call for easy reference.

  • DND Status – Updates the contact’s DND (Do Not Disturb) status if applicable.


03. Workflow: Appointment Confirmation + Reminders (24h & 1h Prior)

Once an appointment is booked by the AI Assistant, this workflow sends an immediate email confirmation, followed by two reminders: one 24 hours before and one 1 hour prior to the appointment time.

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