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.