20 common customer questions into the Knowledge Base, and set the agent's goal to collect the caller's name, service issue, and preferred callback slot.
15 seconds (about 4 rings) so the office front desk rings first during daytime hours, and route unanswered or busy calls to your Voice AI agent.
Set up a niche Voice AI receptionist demo and missed-call booking alert in sub-account <YOUR_LOCATION_ID>: 1. In AI Agents > Voice AI, create a trade-specific receptionist with 20 niche FAQs and a 3-field booking intake (name, issue, callback slot). 2. In Settings > Phone Numbers, set Call Timeout to 15 seconds so unanswered and after-hours calls roll over to the Voice AI agent. 3. In Automation > Workflows, trigger an Internal Notification SMS to the owner whenever a Voice AI call ends with a booked appointment.
# Inspect sub-account phone numbers and Voice AI workflows via ghl-crm ghl-crm workflows list --context <YOUR_CONTEXT> --location <YOUR_LOCATION_ID>
Official GHL MCP vs. ghl-tools: HighLevel’s official hosted MCP (services.leadconnectorhq.com/mcp) covers public v2 CRM records (contacts, opportunities, appointments, conversations). ghl-tools MCP complements it with workflow graph inspection & recipes, funnel/form builders, DNS/BIMI checks, and ghl-crm doctor audits.
| Step | Menu Path in GHL | Action |
|---|---|---|
| Step 1 | AI Agents > Voice AI | Create a niche-specific demo receptionist: Click + Create Agent, choose one local trade (such as residential HVAC or dental clinics), upload 20 common customer questions into the Knowledge Base, and set the agent's goal to collect the caller's name, service issue, and preferred callback slot. |
| Step 2 | Settings > Phone Numbers | Set a 15-second unanswered call rollover: Select your sub-account tracking number, set Call Timeout to 15 seconds (about 4 rings) so the office front desk rings first during daytime hours, and route unanswered or busy calls to your Voice AI agent. |
| Step 3 | Automation > Workflows | Send an instant booking summary to the owner's phone: Create a workflow triggered by Voice AI Call Ended or Customer Booked Appointment that sends an Internal Notification SMS to the business owner with the caller's name, issue summary, and calendar slot. |
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