Advanced

Configure advanced agent capabilities, API integrations, phone number management, and testing tools. This section provides expert-level controls for enhanced agent functionality

Enable your agent with advanced capabilities for enhanced call management and integration features.

End Call 🔴

• Purpose: Configure when and how the agent should end calls
• Settings: Define call termination rules and conditions
• Usage: Automated call completion based on conversation flow

Configuration Options

• Auto End: Set call termination triggers and timeout limits
• Farewell Message: Customize closing message before ending calls

Call Transfer 🔄

• Purpose: Set up call transfer rules and destinations
• Configuration: Define transfer conditions and target numbers
• Usage: Route calls to human agents or specific departments

Transfer Configuration

• Transfer Type: Choose warm (with intro) or cold (direct) transfer
• Destinations: Configure target numbers and fallback options

Calendar Appointments 📅

• Purpose: Manage appointment scheduling settings
• Integration: GoHighLevel calendar synchronization
• Features: Automated booking and confirmation workflows

Appointment Settings

• Calendar & Platform: Select GHL calendar and booking platform
• Booking Rules: Set advance booking days and required information fields

Post-Call Information 📋

• Purpose: Collect information after call completion
• Configuration: Define data collection parameters
• Usage: Gather feedback and call outcome details

Data Collection Setup

• Fields: Configure required user information (name, email, phone)
• Integration: Connect to CRM systems for automatic data entry

Live Call Updates 📝

• Purpose: AI agent will update information during active calls.

• Configuration: You need to select GHL fields that you want to update during the calls

Join Meeting 🎥

• Purpose: Configure video meeting integration
• Settings: Meeting platform connections and settings
• Usage: Seamless video call transitions

Meeting Integration Setup

• Platform Support: Google Calendar, Zoom, Teams integration
• Auto-Join: Enable automatic meeting participation

API Configuration

API Configuration for the agent ⚙️

• Purpose: Set up custom API endpoints and webhooks
• Configuration: Define API authentication and data flow
• Usage: Custom integrations and third-party service connections

API Setup Details

• Endpoint & Auth: Configure URL, HTTP methods, and authentication
• Templates: Use placeholders (caller_number, entered_code, action_taken, flow_name)
• Testing: Built-in API testing and timeout configuration

Phone Number Configuration

Inbound Numbers

• Purpose: Configure numbers for incoming calls
• Settings: Assign specific numbers to agent
• Management: Add, edit, or remove inbound routing

Outbound Numbers

• Purpose: Set up numbers for outgoing calls
• Settings: Configure caller ID and routing preferences
• Management: Manage outbound calling capabilities

Number Management Features

• Assignment: Assign numbers to agents with routing rules
• Analytics: Track call volume and performance per number

Tools & Testing

Available Tools

Test Call 📞

• Purpose: Test agent functionality with live calls
• Usage: Validate agent responses and behavior
• Benefits: Quality assurance and troubleshooting

AI Widget Configure 🧩

• Purpose: Customize web widget appearance and functionality
• Settings: Branding, colors, and interaction preferences
• Usage: Website integration and user experience optimization

Endpoints 🌐

• Purpose: Manage API endpoints and webhook configurations
• Settings: URL management and data flow controls
• Usage: External system integrations and data synchronization

Testing and Configuration Tools

• Live Testing: Real-time call testing and performance monitoring
• Widget & Endpoints: Customize web widgets and manage API integrations

Sender Management

Email/SMS Sender Configuration

• Table Structure: ID, Send To, Send Type, Action columns
• Purpose: Manage automated message sending capabilities
• Controls:
  • Show: Display 10, 25, 50, or 100 entries per page
  • Search: Find specific sender configurations
  • Add Sender: Create new automated messaging rules