Video

Marketplace Link: https://marketplace.gohighlevel.com/integration/653bee8ab4783e721f7b1348

Notes

• The Synthflow App can be used for Agency and Subaccount

Prerequisites:

• An active subscription with Synthflow.ai is required.
• Register at synthflow.ai/ghl.
• Generate an API-Key within your Synthflow.ai dashboard.

Preparing Your Assistants in Synthflow.ai

• For Inbound Calls: You must have an Inbound Assistant configured in Synthflow.ai.
• For Outbound Calls: You must set up an Outbound Workflow Assistant in Synthflow.ai.

📘

Successfully integrating Synthflow.ai for both inbound and outbound calls within your GoHighLevel account involves creating two specific workflows: one for making calls and another for retrieving transcripts.

Workflow #1: Make the Call

To initiate calls via Synthflow.ai, create the first workflow automation in GHL.

1. Create a Workflow Trigger:

   1. Select “Contact Tag” as your trigger.
   2. Apply filters and choose "call"
   

2. Configure the Call Action:

   1. Add a "Make A Phone Call" action and select Synthflow.ai - AI Phone Assistant

   2. 

   3. Enter the Model ID, which can be found in the Synthflow.ai app under the "More info" section.

   4. 

   5. Set the contact's phone number and first name fields:

      1. Phone: Use the contact’s raw format phone number.
      2. Name: Input the contact’s first name.

   6. Insert your Synthflow.ai API key, which is available under the API tab in the Synthflow.ai app.

   7. 

   8. Map the 'lead_name' to the contact's first name for personalization.

   🚧

   Lead_name is the variable automatically in the greeting on our tool. If you want to add more Keys & Values, please add them both here and in Synthflow in the prompt as variables. They need to match the same naming convention.

Workflow #2: Retrieving the Call Transcript

To capture the call transcript, proceed with the following workflow

1. Set Up an Inbound Webhook Trigger:

   1. Copy the provided webhook URL (POST/GET/PUT)

   2. 

   3. Paste this URL into the Synthflow.ai web app under your Assistant’s Deployment settings for GHL, and initialize.

   4. 

   5. Select the MAPPING REFERENCE dropdown and pick any sample request

2. Add Create or Update Contact Action:

   1. Use the "Create/Update Contact" action to log the phone number from the Inbound Webhook.
   2. 

3. Add a Notes Action:

   1. Utilize the "Notes" action to record the call transcript, duration, and status by clicking Custom Values > Inbound Webhook Trigger > Transcript/Duration/Status
   2. 

📘

Always Keep Allow re-entry enabled