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Overview

When incoming callers are saved as “Guest Caller,” this automation prompts the AI to ask for and update the contact’s real name.

Setup

1

Create the Workflow

Create a GHL automation with an Inbound Webhook trigger.
2

Create the Custom Tool

Build a tool called “Contact Info Update” with first_name and last_name parameters. Set the endpoint to your webhook URL.
3

Update the Prompt

Add instructions for the AI to ask the caller for their name and trigger the update tool.
4

Configure the Workflow

In the workflow: Find Contact by ID → Update Contact fields (first_name, last_name) from webhook data.