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How to Integrate GoHighLevel with CallFluent AI to Schedule Bookings In GHL Calendar

7 min. readlast update: 09.02.2024

This guide walks you through the steps required to integrate CallFluent AI with GoHighLevel, enabling you to initiate outbound calls through your CRM platform.

Step 1: Sign Up for CallFluent AI

  1. Visit CallFluent AI:
    • If you haven’t already, sign up for an account.
  2. Complete the Registration Process:
    • Follow the prompts to verify your email and set up your initial account details.
  3. Create Your Workspace:
    • During the sign-up process, you will be prompted to create a workspace. This workspace will be the central hub for managing your CallFluent AI integrations and settings.

Step 2: Access GoHighLevel Integration Settings

  1. Navigate to Workspace Settings:
    • After setting up your workspace, go to the settings section.
  2. Select “Integrations”:
    • In the settings menu, look for and select the “Integrations” tab.
  3. Choose “GoHighLevel” from the Integration Options:
    • Find and click on the GoHighLevel integration option to begin the connection process.

Step 3: Connect Your GoHighLevel Account

  1. Login with Your GoHighLevel Account:
    • A new window or prompt will appear asking you to log in with your GoHighLevel credentials.
    • Enter your GoHighLevel username and password to grant access.
  2. Authorize the Integration:
    • Once logged in, you will be asked to authorize the connection between GoHighLevel and CallFluent AI. Confirm the authorization to proceed.

Step 4: Create a CallFluent AI Agent with GoHighLevel Calendar Booking Action

  1. Go to the CallFluent AI Dashboard:

    • Within the CallFluent AI workspace, navigate to the dashboard where you manage your agents.

  2. Create a New Agent or Edit Existing one:

    • Click on “Create Agent” and fill in the necessary details, such as the agent's name, role, and other relevant settings.

  3. Assign GoHighLevel Calendar Booking Action:

    • Navigate to the Actions Section:

      • While setting up your agent, go to the “Actions” section in the agent’s setup menu.

    • Click "Add a New Action":

      • Click the button to add a new action to your agent’s workflow.

    • Select Action Type: GHL Calendar:

      • From the dropdown menu, select “GHL Calendar” as the action type.

    • Name the Integration:

      • Provide a name for this integration. For example, you might name it “GHL Calendar Booking” or something descriptive that fits your workflow.

    • Select a GoHighLevel Calendar:

      • Choose the specific calendar from your GoHighLevel account that you want to integrate. This will be the calendar where appointments or meetings will be scheduled.

    • Select Availability Check Period:

      • Choose the availability check period from the dropdown. This period determines how far ahead the system checks for available slots. Note that all available slots will be added to your agent's prompt and count towards your OpenAI model's max_context_tokens.

    • Provide Instructions for the Action:

      • In the “Instructions” field, specify when this action should be triggered. For example:
        • Example Instruction: "Trigger this action when the user expresses intent to book a call or schedule a meeting."

    • Click the “Create Action” Button:

      • Once all fields are filled out, click the blue “Create Action” button to finalize and save this action.

This action enables the agent to initiate event scheduling in your GoHighLevel Calendar during live calls if the person expresses interest in booking a call or scheduling a meeting.

  1. Verify Action Activation:
    • Once created, the action will immediately appear in your agent’s “Actions” screen and should be activated automatically.

Test Your Agent Integration: 

Make or Receive a call from your agent and tell him you're interested in booking a call or schedule a meeting. 

Here is our Approved Test:  

Call Text Transcript: 

adrian:  Hello? 
bot (Morgan Chase): Thank you for calling Sunshine Real Estate, this is Morgan. How may I assist you with your real estate needs today? 
adrian:  Hello? Hey. I wanna book a meeting. 
bot (Morgan Chase): I'd be happy to help you schedule a meeting! What day and time work best for you? 
adrian:  How about, tomorrow, fourth of September? At two PM. 
bot (Morgan Chase): I'm sorry, but the 2:00 PM slot isn't available. Would 10:00 AM or 11:00 AM work for you instead? 
adrian:  Is two PM available? 
bot (Morgan Chase): Unfortunately, 2:00 PM is not available. Would you like to choose a different time, like 10:00 AM or 11:00 AM? 
adrian:  Yes. Let's go with ten AM, please. 
bot (Morgan Chase): Great! I've got you scheduled for tomorrow, September fourth, at 10:00 AM. May I have your full name and a contact number, please? 
adrian:  Yes. It's Adrian, and my number is five five five one two three four five five five. 
bot (Morgan Chase): Thank you, Adrian! I've noted your name and number. You're all set for your meeting tomorrow at 10:00 AM. Is there anything else I can assist you with today? 
adrian:  Hold on. Just making sure. 
bot (Morgan Chase): Perfect! Just to recap, you’re scheduled for tomorrow, September fourth, at 10:00 AM. Is there anything else you need assistance with? 
adrian:  I have this scheduled. Okay. It sure did show up in the calendar. 
bot (Morgan Chase): That's great to hear! I'm glad it's showing up. If you have any questions or need further assistance, feel free to ask. Have a wonderful day! 
adrian:  Yes. Can we can we book the second can you can we book the second meeting? 
bot (Morgan Chase): Absolutely! What date and time are you looking to schedule for the second meeting? 
adrian:  I'd love to schedule two PM on 
bot (Morgan Chase): Just to confirm, would you like to schedule the second meeting for 2:00 PM on September fifth? 
adrian:  Six September. On September sixth. 
bot (Morgan Chase): I've successfully scheduled your second meeting for September sixth at 2:00 PM. Is there anything else I can assist you with today? 
adrian:  Just hold on a second. I wanna check this data. I wanna check your work. 
bot (Morgan Chase): Absolutely, take your time to review everything. I'm here to assist you with any questions or concerns! 
adrian:  Hi. Okay. Everything seems in order. Thank you so much for To help, 
bot (Morgan Chase): You're very welcome! I'm glad everything is in order. If you need any further assistance, just let me know. Have a great day! 
adrian:  Okay. Bye bye. 
adrian:  Okay. Bye bye. 
bot (Morgan Chase):  

Calendar Bookings Done by A.I Agent in GHL




Conclusion

By following these steps, you will have successfully integrated GoHighLevel with CallFluent AI and set up an agent capable of initiating outbound calls based on your CRM activities.

This integration allows you to streamline your communication processes, enhancing your ability to connect with leads and customers efficiently.

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