1What it does
A HighLevel Voice AI agent set up with in-call actions: live call transfer, trigger a workflow, update custom fields and send a text during the call. A call summary workflow runs when the call ends.
2Who it is for
- Industry
- Any local business
- Platform
- HighLevel
- Category
- Voice AI
- Tools used
- HighLevel Voice AIWorkflows
3How it works
Every step, in order, is in Workflow at a glance, pinned on the right as you scroll.
- 01 Trigger
Inbound call to a HighLevel number.
- 02 AI / action
Enable AI features and create the agent.
- 03 Action
Add actions: live transfer, trigger workflow, update custom fields, send SMS.
- 04 Action
Build a call summary workflow.
- 05 Action
Test, then review the call.
- Trigger
- Inbound call to a HighLevel number.
- AI step
- Agent instructions written for the business. ChatGPT was used to help draft a workflow.
4How it went
Live call demo and a review of the AI's performance on that call in the video. No volume results reported.
Only what the source reports. The source did not report numbers.
5Worth knowing
- Test every in-call action on a real call before going live.
6Recipe
Written by Builds That Work The source did not publish this. We wrote it as a starting point.
Starter: "You are the receptionist for {{business}}. Collect name, callback number and reason for the call. If the caller asks for a person or says it is urgent, transfer the call. Never quote prices that are not in the knowledge base."7Source
Open the original YouTube by Aaron Delz (ClickLaunch) →
Source opened and read on 2026-10-11.