Automating PrecallAI with GoHighLevel
1. Dialers: Start by going to the Dialers option and creating one or more Dialers according to your requirements.
2. Segments: Next, create a segment and add contacts. This step is mandatory.
3. Assistant: After adding contacts, create an assistant. To do this, find the integration options for ElevenLabs and Cartesian to utilize cloned voices.
4. Campaign: Create a campaign after filling in all the necessary details. Don’t forget to enable the Automation option to sync the data.
5. Integration: Move to the integration option and connect PrecallAI with your GoHighLevel account.
6. Workflow Creation:
– Open your GoHighLevel account, select your account, and navigate to the automation option.
Create a workflow starting from scratch.
Click on “Add new trigger.” In the search option, you will see suggestions Like Contact created, contact changed and more like that; add a trigger according to your needs.
For adding a contact trigger, click on the “Add filter” button, select “Has tag,” then choose a tag, type to search, and add a new one before saving the trigger.
7. Discover Option: Go back and click the plus button, then select the Discover option.
Here, you will find your connected integrations, including PrecallAI. Select it and choose the option that fits your requirements. For instance, select “Make a phone call with automation campaign.”
8. Segment ID: Go to the Segment option in your PrecallAI account, find the Segment ID, copy it, and paste it into the required place.
Enter the same tag as requested; do not include additional details as they will be automatically selected by your Segment ID. For personalization, select the first name, last name, and email options accordingly.
9. API Integration: Again, go to the integration option in PrecallAI, navigate to the REST API option, copy the existing API, or create a new one if necessary, and paste it in the required place.
10. Save Workflow: Save the action,
then save your workflow by clicking the save button located at the top right corner. The saved workflow will remain in the draft option until published.
11. Publishing: When you enable the Publish option, the calling process will be executed.
This structured guide should help in automating PrecallAI with GoHighLevel effectively.
