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Overview

Voice AI assistants handle inbound and outbound phone calls autonomously. They can book appointments, answer questions, qualify leads, transfer calls, and more.

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Step-by-Step Setup

1

Create the Assistant

Go to Assistants and click Create New Assistant. Choose your creation method:
  • Generate Template — Describe your use case and let AI create the prompt
  • Blank Canvas — Full manual control
  • Import with ID — Clone from another account
Name your assistant and define its identity using a task-based framework.
2

Define the Identity

Set up your assistant’s persona:
  • Name and role (e.g., “Katie, an appointment scheduler for ABC Dental”)
  • Response Guidelines — Keep defaults for smooth conversational flow
  • Style Guardrails — Define tone and boundaries
  • Tasks — Use a task-based framework to give the AI sequential objectives
3

Set Up Telephony

Assign a phone number to your assistant:
  • Buy a number directly through the platform
  • Import a number from Twilio, Telnyx, or Vonage via SIP trunking
  • Ensure the number is compatible with SIP trunking if using an external provider
Once assigned, your assistant can handle both inbound and outbound calls.
4

Integrate Calendars

If your assistant needs to manage appointments:
  1. Go to calendar settings and select the appropriate calendars
  2. Sync with GoHighLevel (or another calendar platform)
  3. Run a calendar availability check to verify permissions
  4. Enable all appointment actions: Check Availability, Book, Reschedule, Cancel, View Appointments
5

Configure Tools

Add tools for specific actions:
  • Check Availability — View open calendar slots
  • Book Appointment — Schedule appointments
  • Reschedule Appointment — Change existing bookings
  • Cancel Appointment — Remove appointments
  • View Appointments — List upcoming appointments
Test each tool individually to confirm functionality.
6

Test Everything

Inbound test: Call your assistant’s number and test all functions.Outbound test: Create a GHL workflow with the Make an AI Call action and trigger it against a test contact.Verify appointments appear in your calendar and call logs are correct.

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Outbound Call Automation

To automate outbound calls:
  1. Go to Automations in GoHighLevel
  2. Create a workflow with the Make an AI Call action
  3. Enter your assistant’s ID and call details
  4. Test with a contact to verify the assistant performs as expected

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FAQs

Yes, any provider supporting SIP trunking (e.g., Twilio, Telnyx, Vonage) is compatible.
Ensure the calendar is fully synced and permissions are set correctly. Re-run the availability test to confirm.
Yes, use the Response Guidelines and Style Guardrails sections, or edit the task-based framework in the prompt.