1What it does
The owner never hears the call. He reads the text 30 seconds later. This build makes that summary the product: decision first, five lines, the caller's own words, what was promised and what is unclear.
2Who it is for
- Industry
- Home services
- 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
Voice AI call ended.
- 02 Action
Workflow tags the contact and creates the appointment if booked.
- 03 Action
Send the owner a text with the status line first: URGENT, BOOKED, CALLBACK or NO LEAD.
- 04 Action
Email the full transcript and a daily recap.
- 05 Action
Route by urgency: urgent gets a text and call alert, junk gets only a CRM note.
- 06 Action
Weekly Monday recap: calls answered, jobs booked, after-hours calls.
- Trigger
- Voice AI call ended.
- AI step
- In the summary, describe the problem using the caller's words. Always state what was promised. Add an 'Unclear' line.
4How it went
Unknown. The source shows the build but does not report results.
Only what the source reports. The source did not report numbers.
5Worth knowing
- An owner who gets 20 junk texts a day turns notifications off. Send nothing for spam.
- A summary that admits gaps earns trust. One that was confidently wrong once loses it.
- The weekly recap is what keeps the client paying.
6Recipe
Adapted from source Reworded or reconstructed from what the source shows.
[STATUS] URGENT / BOOKED / CALLBACK / NO LEAD
Who: {{name}}, {{phone}}
Needs: {{problem in caller's words}}
Booked: {{day time or 'not booked'}}
Promised: {{anything the agent promised}}
Unclear: {{anything uncertain}}