Removes a tag from the contact in GHL. Used to undo a status or take them out of a segment. The agent must pass the person's name, phone, and email at runtime. This uses the connected GoHighLevel location directly, with no separate webhook or endpoint set ...
Creates a follow-up task on the contact's GHL record for a human team member to act on after the call.The agent passes the person's name, phone, email, and a task title. Optionally assign it to a specific location user, or leave it unassigned. No webhook ...
Hangs up the call. Used once the goal, like a booking or an opt-out, is complete.Add a function. Select End CallThe name is filled in automatically (end_call). Description is optional; no other configuration is neededSave
Looks up real open slots on the connected calendar before the agent offers any time to the caller. This should always run before the agent says a specific day or time out loud.Add a function. Select Check Appointment Availability.The name is filled in aut ...
Cancels an existing booked appointment. The agent must collect the caller's phone number, email, and the appointment date and time before cancelling. This uses the connected calendar directly, with no separate webhook or endpoint setup needed.Add a functi ...
Moves an existing opportunity to a different pipeline stage. For example, advancing a lead from New Lead to Booked.The agent passes the person's name, phone, and email so the contact and opportunity can be found. It won't call this tool until it has that ...
Books a specific slot on your calendar once the caller has agreed to a time. The Calendar dropdown pulls directly from the calendars already set up in GoHighLevel, so you don't need to create anything separate. Once booked, the appointment shows up in ...
Tags the contact in GHL. Used to trigger workflows, segment leads, or mark outcomes such as "booked" or "opt out." The agent must pass the person's name, phone, and email at runtime. This uses the connected GoHighLevel location directly, with no separate ...
Hands the conversation off to a different AI agent mid call, instead of a human. The handoff is seamless, with full call context preserved, and it appears as a single call in history.Add a function. Select Agent TransferThe name is filled in automatically ...
Moves an already booked appointment to a new time. Before calling this tool, the agent must collect the caller's phone number, email, current appointment date and time, and the new date and time. It will only reschedule if that current slot actually exist ...
Sends touch tone digits. Used when the agent is calling into a phone menu and needs to navigate it, the way a human would press keys, for example reaching a sales department.Add a function. Select Press Digit (IVR Navigation)The name is filled in automati ...
Writes a value onto a contact's record in GHL. Useful for capturing info the agent collects mid call, like a spouse's name or a confirmed address.The agent identifies the contact by name, phone, or email, then updates standard fields: first_name, last_nam ...
Adds the contact into a GHL sales pipeline as a new opportunity.The agent passes the person's name, phone, and email, plus optionally an opportunity title and monetary value. It won't call this tool until it has at least a phone number or email. No webhoo ...
Transfers the live call to a phone number. Used to hand off to a human..Add a function. Select Call TransferThe name is filled in automatically (transfer_call)Set Transfer To. Choose Static Number and enter a phone number, or Dynamic Routing to determine ...