GoHighLevel · A professional-services firm

AI Voice-Agent & Booking System (GoHighLevel)

A GoHighLevel-native system for a professional-services firm: a web form kicks off a Retell AI phone call, and a call_analyzed webhook drives automated post-call processing (enrichment, outcome branching, booking, and re-engagement), all inside GHL.

GoHighLevel workflow: form-triggered intake that fires the outbound Retell call

The problem

The firm needed to call and qualify every inbound lead fast, book consultations, and follow up after each call, without staffing a phone team. Manual calling and post-call admin didn't scale, and no-shows leaked revenue.

Approach

I built the entire system inside GoHighLevel workflows, with no external orchestrator. A form submission enriches the lead and fires the outbound AI call; Retell's call_analyzed webhook then triggers a post-call workflow that branches on the call outcome and updates the CRM.

What I built

• Form-triggered intake that creates/updates the opportunity, pulls an available calendar slot, builds the call payload, and fires the outbound Retell AI call via webhook
• Post-call workflow triggered by Retell's call_analyzed event: finds or creates the contact, then runs a processing chain (date/phone formatting, Google Sheets lookup and update)
• Outcome-based branching (voicemail, asked to reschedule, no answer), each with its own follow-up path
• Retainer-email automation gated on whether the fee structure was accepted, ending in a clean opportunity status
• No-show automation: an appointment-status trigger tags lost vs no-show and runs an AI-assisted re-booking sequence
• OpenAI enrichment and Google Sheets logging wired directly into GHL workflows

Result

Delivered a hands-off, GHL-native lead-to-consultation engine: every lead gets an instant AI call, every call is processed and routed by outcome, and no-shows are automatically re-engaged, all orchestrated inside GoHighLevel.