Before you begin
You need permission to manage the assistant, an active assistant in the selected account, and an available outgoing number. The form uses the assistant’s assigned number when available; otherwise, choose a number for this call. If you use an imported number, complete the carrier’s outgoing route first. Use a destination you control for the test.Place a test call
- Open the assistant.
- Select Outbound call.
- Enter the destination phone number, including its country code.
- Review the available calling options and selected source number.
- Select Call now.
- Answer the destination phone.
- Confirm the assistant, caller ID, greeting, and one task you expect it to perform.
- End the call and inspect its call record.
Calling form options
Choose an automation path
Test the chosen automation with one controlled contact before adding more recipients. Inspect the action’s returned result and then confirm the call at the destination. A contact active tag is not a universal requirement for outgoing calls; the direct request selects the assistant explicitly.
Diagnose a call that does not start
For API failures, use the v3 errors reference. For GHL actions, read the returned error message instead of assuming a legacy error tag is always created.