1What it does
A full receptionist build: calendar, knowledge base, agent from scratch, then actions for call transfer, trigger workflow, send SMS, update contact field, booking and a custom action. An automation texts the owner a call summary.
2Who it is for
- Industry
- Any local business
- Platform
- HighLevel
- Category
- Voice AI
- Tools used
- HighLevel Voice AIWorkflowsKnowledge Base
3How it works
Every step, in order, is in Workflow at a glance, pinned on the right as you scroll.
- 01 Trigger
Inbound call.
- 02 Action
Calendar first, then knowledge base.
- 03 Action
Create the agent: details, advanced settings, goals.
- 04 Action
Business phone number setup.
- 05 AI / action
AI call SMS summary automation.
- 06 Action
Advanced mode actions: transfer, trigger workflow, SMS, update field, booking, custom action.
- 07 Action
Three test calls with troubleshooting in between.
- Trigger
- Inbound call.
- AI step
- Voice AI prompt shown in the video; the creator shares it in a Notion doc.
4How it went
Three test calls in the video, with fixes between them. No client results reported.
Only what the source reports. The source did not report numbers.
5Worth knowing
- Build the calendar and knowledge base before the agent.
- Expect to fix things between test calls.
6Recipe
Adapted from source Reworded or reconstructed from what the source shows.
Build order: 1) Calendar 2) Knowledge base 3) Agent 4) Phone number 5) SMS summary workflow 6) Actions 7) Prompt 8) Test, fix, test again.