how to call through Go High Level

Ray

·December 6, 2024

·26 min read

how to call through Go High Level — Image Source: pexels

Go High Level revolutionizes the way you manage calls, streamlining communication for greater efficiency. With its integrated phone system, you can easily connect with clients directly from the platform. Features such as click-to-call and call recording enhance your workflow while maintaining high-quality interactions. By integrating with CRM tools, every call becomes a valuable opportunity to gain insights and build stronger customer relationships. Whether you're overseeing a small team or running a large call center, Go High Level helps you save time and increase productivity. Wondering how to call through Go High Level? Let’s explore!

Key Takeaways

Set up your phone number in Go High Level to ensure seamless outbound calls and access to features like voicemail and call recording.
Utilize the Contacts page for quick calling; simply click the green call button next to a contact to initiate a call instantly.
Leverage the Dialer Feature for manual calls, allowing you to enter numbers directly and access options like muting or recording.
Enhance your communication by using call notes and tags to keep track of important details and categorize conversations for easy follow-up.
Integrate Newoaks AI to automate call handling, ensuring 24/7 availability and improved customer experience through intelligent routing and responses.
Regularly review call analytics to identify patterns and improve your communication strategy, ensuring you meet your business goals effectively.

Step-by-Step Guide on How to Call Through Go High Level

Setting Up Your Phone Number for Outbound Calls

Before you start making a call through Go High Level, you need to set up your phone number. This step ensures that the platform can handle your outbound calls seamlessly. Begin by navigating to the settings section in your Go High Level account. Look for the phone system setup option. Assign a phone number to your user account. This number will serve as your primary contact for all calls made through the platform.

If you’re integrating with a service like Twilio, follow the prompts to connect your account. Once connected, you can configure features such as voicemail greetings, call recording, and call routing. These settings enhance your communication experience and ensure every call is logged accurately. Setting up your phone number is essential for both one-time outbound calls and ongoing communication with clients.

Calling from the Contacts Page

Making a call from the contacts page is one of the simplest ways to connect with your clients. Start by heading to the "Contacts" section in your Go High Level dashboard. Here, you’ll see a list of all your saved contacts. Locate the person you want to call. You’ll notice a green call button under their name. Click this button to initiate the call instantly.

This method is perfect for calling specific contacts without navigating through multiple menus. It’s also a great way to manage your communication efficiently. After the call, you can add notes or tags to the contact’s profile. These details help you track the conversation type phone interaction and prepare for future follow-ups.

Calling from the Contact View

If you need more context before making a call, the contact view provides a detailed overview of the individual. To access this, click on the contact’s name from the list. This action opens their profile, displaying their interaction history, tags, and any previous notes. From here, you can make a phone call by clicking the call button located at the top of the profile.

This approach is ideal for personalized communication. It allows you to review past interactions and tailor your conversation accordingly. Whether you’re handling a new conversation or following up on a previous one, the contact view ensures you have all the information you need at your fingertips.

Calling from the Conversations Section

The Conversations Section in Go High Level offers a centralized space to manage all your client interactions. To make calls from this section, navigate to the "Conversations" tab on your dashboard. Here, you’ll find a list of ongoing and past interactions with your contacts. Locate the specific conversation or contact you want to engage with. Once selected, click the green call button at the top of the conversation thread to initiate a call.

This method is particularly useful when you want to continue a discussion or follow up on a previous interaction. It allows you to seamlessly create conversation continuity without switching between different sections of the platform. After completing the call, you can add notes directly to the conversation thread, ensuring all details remain organized and accessible for future reference. Whether you’re handling one-time calls from the conversations section or managing multiple threads, this feature keeps your workflow smooth and efficient.

Using the Dialer Feature to Make Calls

The Dialer Feature in Go High Level is a powerful tool designed to simplify outbound calling. To access it, click the green phone icon located in the top-right corner of your dashboard. This opens the dialer interface, where you can manually enter a phone number or select a saved contact. The dialer also provides options within the dialer interface, such as muting the call, placing it on hold, or recording the conversation.

This feature is ideal for making quick, one-time calls from contact view or reaching out to new leads. It eliminates the need to navigate through multiple menus, saving you time and effort. Additionally, the dialer integrates seamlessly with your CRM, automatically logging call details and outcomes. This ensures that every new conversation is tracked and contributes to your overall communication strategy.

By leveraging the options within the dialer, you can enhance your calling experience. For example, you can record calls for training purposes or review them later to improve your approach. The dialer also supports warm transfers, allowing you to connect clients to the right team member without interruptions. These features make the dialer an essential tool for maintaining high-quality interactions and boosting productivity.

Features Available During Calls in Go High Level

Mute and Hold Options

When you're on a call, staying in control is essential. Go High Level provides you with simple yet powerful tools like mute and hold options to manage your conversations effectively. The mute feature allows you to silence your microphone during a call. This can be helpful if you need to discuss something privately or eliminate background noise without interrupting the conversation.

The hold option, on the other hand, lets you pause the call temporarily. This is particularly useful when you need to gather information or consult with a colleague before continuing the discussion. To use these features, simply click the respective buttons available in the call interface. These tools ensure that your calls remain professional and distraction-free, giving you the flexibility to handle any situation smoothly.

Warm Transfer vs. Blind Transfer

Transferring calls is a breeze with Go High Level's call services, and you have two options: warm transfer and blind transfer. A warm transfer allows you to speak with the recipient before transferring the call. This ensures that the person receiving the call is prepared and has all the necessary context. For example, if a client needs to speak with a specific department, you can explain the situation to the team member before connecting them.

A blind transfer, however, directly transfers the call without any prior communication. This method works well for straightforward situations where no additional context is needed. Both options are accessible through the call interface, making it easy to choose the best approach for each scenario. By using these transfer methods wisely, you can enhance the caller's experience and maintain a seamless workflow.

Call Recording and Playback

Recording calls is a game-changer for improving your communication strategy. With Go High Level's call services, you can record every conversation effortlessly. This feature is especially valuable for training purposes, quality assurance, or simply keeping a record of important discussions. To enable call recording, navigate to your settings and activate the feature. Once enabled, the platform automatically records your calls and stores them securely.

Playback is just as simple. After a call, you can access the recording from the contact's profile or the conversations section. Listening to these recordings helps you review key points, identify areas for improvement, and ensure nothing gets overlooked. Whether you're training a new team member or revisiting a client discussion, call recording and playback provide you with the tools to stay organized and informed.

By leveraging these features, you can make calls more efficient and professional. From managing interruptions with mute and hold options to transferring calls seamlessly and keeping detailed records, Go High Level's call services empower you to deliver exceptional communication experiences.

Adding Call Notes and Tags for Better Organization

Keeping your calls organized is crucial for maintaining effective communication. Go High Level makes this easy with its call notes and tagging features. These tools help you track important details, categorize conversations, and prepare for future interactions.

Why Use Call Notes?

Call notes let you document key points from your conversations. After finishing a call, you can quickly jot down details like the purpose of the call, client concerns, or next steps. This ensures you won’t forget critical information. To add notes, navigate to the contact’s profile or the conversation thread. Look for the notes section and type in your observations.

For example, if a client mentions a specific product issue, you can note it down to address it later. This keeps your follow-ups precise and professional.

How Tags Improve Organization

Tags act as labels for your calls, making it easier to categorize and search for specific interactions. You can create tags based on topics, call outcomes, or client types. For instance, use tags like “Follow-Up Needed,” “High Priority,” or “New Lead.” Adding tags is simple—just select or create a tag from the contact’s profile or conversation view.

These tags help you filter and sort through your contacts effortlessly. Need to find all clients requiring follow-ups? Just search for the “Follow-Up Needed” tag, and you’ll have a list ready in seconds.

Best Practices for Notes and Tags

Be Specific: Write concise yet detailed notes. Avoid vague descriptions like “Discussed project.” Instead, write “Client requested a demo for the new software update.”
Use Consistent Tags: Establish a tagging system that your entire team can follow. This avoids confusion and ensures everyone stays on the same page.
Review Regularly: Periodically check your notes and tags to ensure they remain relevant and up-to-date.

By using call notes and tags effectively, you’ll stay organized and prepared for every interaction. These features not only save time but also enhance the quality of your communication.

How to Configure Call Settings in Go High Level

Integrating Your Phone System with Go High Level

Integrating your phone system with Go High Level is the first step to unlocking its full potential. This integration allows you to make and receive calls directly from the platform, streamlining your communication process. To get started, head to the settings section in your dashboard. Look for the phone system integration option and follow the prompts to connect your existing phone service, such as Twilio or Nuacom.

Once integrated, you’ll gain access to features like automated call logging, click-to-call functionality, and call recording. These tools ensure that every interaction is tracked and stored, giving you a complete communication history. Additionally, this setup allows you to assign extensions to team members or departments, ensuring calls reach the right person without unnecessary delays. Think of it as having a virtual receptionist that works 24/7 to route calls efficiently.

Pro Tip: Regularly update your phone system integration to ensure compatibility with the latest features and enhancements in Go High Level.

Setting Up Voicemail and Auto-Responses

Voicemail and auto-responses are essential for maintaining professionalism, even when you’re unavailable. In Go High Level, setting these up is simple. Navigate to the call settings section and locate the voicemail configuration option. Here, you can record a personalized greeting or upload a pre-recorded message. A clear and concise voicemail greeting reassures callers that their message will be addressed promptly.

Auto-responses take this a step further by providing instant feedback to missed calls. For example, you can set up an automated text message that thanks the caller and informs them of your availability. This feature keeps the communication loop active, even when you’re away.

Example: “Thank you for calling! We’re currently unavailable but will get back to you shortly. Feel free to leave a message or reply to this text.”

By using voicemail and auto-responses effectively, you ensure that no call goes unanswered, enhancing your customer service experience.

Configuring Call Routing and Forwarding

Call routing and forwarding are game-changers for businesses handling high call volumes. With Go High Level, you can configure these settings to direct calls to the right person or department seamlessly. Start by accessing the call routing section in your settings. Here, you can create rules based on factors like time of day, caller location, or specific extensions.

For instance, you might route sales inquiries to your sales team while directing support-related calls to your customer service department. Forwarding options allow you to redirect calls to external numbers or mobile devices, ensuring you never miss an important call. This feature is particularly useful for remote teams or employees working in the field.

Imagine this: A client calls your main line after hours. Instead of going unanswered, the call gets forwarded to a team member’s mobile phone. This level of responsiveness can set your business apart.

By configuring call routing and forwarding, you create a seamless experience for your callers while improving your team’s efficiency. It’s like having a well-organized communication hub that ensures every call reaches its destination without hassle.

Best Practices for Using Go High Level's Call Functionality

Setting Clear Objectives for Each Call

Every call you make should have a clear purpose. Before dialing, ask yourself: What do I want to achieve? Whether it’s closing a sale, resolving a customer issue, or gathering feedback, defining your goal helps you stay focused. This approach ensures that your conversations are productive and meaningful.

To set objectives, start by reviewing the contact’s profile in Go High Level. Look at their interaction history, tags, and notes. These details provide valuable context and help you tailor your approach. For example, if a contact has a “VIP Customer” tag, you might prioritize offering personalized solutions or exclusive deals. By aligning your goals with the contact’s needs, you enhance customer engagement and build stronger relationships.

Pro Tip: Write down your objectives before the call. This simple step keeps you on track and ensures you cover all key points during the conversation.

Training Your Team on Call Features

Your team’s ability to use Go High Level’s call features effectively can make or break your communication strategy. Training ensures everyone knows how to leverage tools like call recording, tagging, and the dialer feature. It also boosts confidence and reduces errors during calls.

Start by organizing hands-on training sessions. Walk your team through the platform’s interface, demonstrating how to make calls, add notes, and use tags. Highlight features like warm transfers and call routing, explaining how they improve efficiency. Encourage team members to practice using these tools in real scenarios.

Create a quick-reference guide for your team. Include step-by-step instructions for common tasks, such as setting up voicemail or accessing call analytics. This resource helps them troubleshoot issues independently and stay productive.

Remember: Regular training updates are essential. As Go High Level introduces new features, keep your team informed to ensure they’re always using the platform to its full potential.

Reviewing Call Analytics to Improve Performance

Analyzing your call data is key to refining your communication strategy. Go High Level provides robust call analytics that give you insights into call duration, outcomes, and customer behavior. Use this data to identify patterns and areas for improvement.

For instance, if you notice that calls with certain tags, like “Follow-Up Needed,” have lower success rates, dig deeper. Review call recordings to pinpoint challenges and adjust your approach. You might find that providing additional training or resources for these scenarios improves results.

Set aside time each week to review your team’s performance. Share insights during team meetings and discuss strategies for improvement. Celebrate successes, such as high customer engagement rates, to motivate your team and reinforce best practices.

Tip: Use call analytics to track progress toward your goals. Whether it’s increasing sales or improving response times, data-driven decisions help you achieve measurable results.

By setting clear objectives, training your team, and leveraging call analytics, you can maximize the value of Go High Level’s call functionality. These best practices not only improve efficiency but also enhance the quality of your customer interactions.

Leveraging Call Notes for Follow-Ups

Call notes in Go High Level are your secret weapon for effective follow-ups. They help you keep track of every conversation, ensuring no detail slips through the cracks. By jotting down key points during or after a call, you create a roadmap for your next interaction. This simple habit can transform how you manage client relationships.

Start by documenting the purpose of the call and any specific requests or concerns the client mentioned. For example, if a client asks for a product demo or mentions a deadline, note it immediately. These details will guide your follow-up actions and show the client you’re attentive to their needs. To add notes, navigate to the contact’s profile or the conversation thread. The platform makes it easy to organize and access this information whenever you need it.

“Effective follow-ups rely on accurate and detailed notes. They ensure you’re always prepared for the next step.”

Using call notes also helps you prioritize tasks. Pair them with tags to categorize your contacts based on their needs or the urgency of their requests. For instance, you might tag a contact as “High Priority” if they’re close to making a purchase. This combination of notes and tags ensures you focus on the right clients at the right time.

Here’s how you can maximize the value of call notes for follow-ups:

Be Specific: Write down actionable details. Instead of “Discussed project,” note “Client requested pricing details for the premium package.”
Review Regularly: Before making a follow-up call, revisit your notes to refresh your memory. This saves time and keeps the conversation relevant.
Use Notes for Personalization: Reference past discussions to make your follow-ups more engaging. For example, mention a client’s previous concern and provide an update or solution.

Call notes also integrate seamlessly with Go High Level’s call analytics. By reviewing your notes alongside call data, you can identify patterns and refine your approach. For instance, if certain follow-ups consistently lead to successful outcomes, replicate those strategies across your team. This data-driven approach ensures your follow-ups are not only timely but also effective.

By leveraging call notes, you’ll build stronger relationships and improve your follow-up game. Clients will appreciate your attention to detail, and you’ll stay organized and confident in every interaction.

Troubleshooting Common Issues with Calling in Go High Level

Even with a robust platform like Go High Level, occasional hiccups can arise when using its call features. Knowing how to troubleshoot these issues ensures your communication remains seamless and efficient. Let’s dive into some common problems and how you can resolve them.

Resolving Connectivity Issues

Connectivity problems can disrupt your calls, leading to frustration for both you and your clients. To address this, start by checking your internet connection. A stable and strong network is essential for smooth call operations in Go High Level. If your connection seems fine but the issue persists, try refreshing your browser or clearing its cache. These simple steps often resolve minor glitches.

Another potential cause could be your phone system integration. If you’re using a service like Twilio or Nuacom, ensure the integration is active and properly configured. Navigate to the integration settings in your dashboard and verify the connection. Reconnecting the service can often fix connectivity issues. Additionally, keep your browser and Go High Level updated to the latest versions to avoid compatibility problems.

Pro Tip: Use a wired internet connection whenever possible. It provides more stability than Wi-Fi, reducing the chances of dropped calls or delays.

Ensuring Proper Phone Number Configuration

Incorrect phone number setup is a common issue that can prevent you from making or receiving calls. To fix this, head to the call settings in your Go High Level account. Verify that your assigned phone number is active and correctly linked to your user profile. If you’ve recently changed your number, update it in the settings to ensure the platform recognizes it.

If you’re using advanced features like call routing or voicemail, double-check their configurations. For example, ensure that call routing rules direct calls to the correct number or department. Misconfigured rules can lead to missed calls or confusion. Similarly, review your voicemail settings to confirm they’re working as intended. You can even disable voicemail detection if needed for specific scenarios.

Example: If a client reports being unable to reach you, test your number by calling it from another device. This helps identify whether the issue lies with your setup or the client’s end.

Contacting Support for Advanced Issues

Sometimes, troubleshooting on your own isn’t enough. For more complex problems, reaching out to Go High Level’s support team is your best option. They can assist with advanced issues like integration errors, call logging discrepancies, or feature malfunctions. Before contacting support, gather as much information as possible about the issue. Include details like error messages, the steps you’ve already taken, and any recent changes to your account.

To contact support, use the help section within your dashboard. You’ll find options to submit a ticket or chat with a representative. For urgent matters, prioritize live chat or phone support to get quicker assistance. The support team can guide you through advanced troubleshooting steps or escalate the issue if necessary.

Remember: Regularly updating your integrations and reviewing your call analytics can help prevent many issues before they occur.

By addressing connectivity problems, ensuring proper phone number setup, and knowing when to seek help, you can keep your Go High Level call functionality running smoothly. These proactive steps save time and ensure your communication remains professional and reliable.

How Newoaks AI Enhances Go High Level's Call Functionality

Overview of Newoaks AI Phone Agent Integration

Newoaks AI brings a fresh perspective to how you handle calls within Go High Level. By integrating this advanced AI-powered phone agent, you can automate repetitive tasks and focus on meaningful conversations.

This AI tool acts as a virtual assistant, capable of answering calls, collecting information, and even routing inquiries to the right team member. Imagine having an agent that never sleeps, ensuring no call goes unanswered. Whether you're managing a small business or a large team, Newoaks AI adapts to your needs, making it a valuable addition to your call management strategy.

“Businesses using AI tools like Newoaks AI have reported a 30% increase in customer satisfaction and a 25% uptick in booked appointments.”

With Newoaks AI, you’re not just improving efficiency—you’re also creating a better experience for your clients. The integration ensures every interaction feels personalized, even when handled by AI.

Benefits of Using AI for Call Management

Incorporating AI into your call management process offers several advantages that can transform how you interact with clients. Here’s what you can expect when using Newoaks AI:

24/7 Availability: Newoaks AI ensures your business remains accessible at all times. It handles after-hours calls, providing instant responses and capturing leads even when your team is offline.
Improved Efficiency: The AI automates routine tasks like scheduling appointments, answering FAQs, and routing calls. This frees up your team to focus on high-priority conversations.
Enhanced Customer Experience: With its ability to understand and respond to queries intelligently, Newoaks AI creates a seamless and professional experience for your clients. The AI collects and analyzes call data, offering valuable insights into customer behavior and preferences.

By leveraging these benefits, you can streamline your operations and deliver exceptional service. The AI doesn’t just assist—it elevates your entire communication strategy.

How to Activate and Use Newoaks AI with Go High Level

Getting started with Newoaks AI is straightforward. Follow these steps to activate and make the most of this powerful integration:

Access the Integration Settings: Log in to your Go High Level account and navigate to the settings menu. Look for the “Integrations” section and select Newoaks AI.
Connect Your Account: Follow the prompts to link your Newoaks AI account with Go High Level. If you don’t have an account yet, you can create one directly from the integration page.
Configure AI Features: Once connected, customize the AI settings to match your business needs. Set up call routing rules, define FAQs, and enable features like voicemail handling or appointment scheduling.
Test the Integration: Before going live, test the AI’s functionality. Make a call using the call button in Go High Level to see how Newoaks AI handles the interaction. Adjust settings as needed to ensure optimal performance.
Monitor and Optimize: Use the analytics provided by Newoaks AI to track performance. Review call data regularly to identify areas for improvement and fine-tune the AI’s responses.

By following these steps, you’ll unlock the full potential of Newoaks AI. It’s not just about automating tasks—it’s about creating a smarter, more efficient way to manage calls.

Go High Level makes managing calls simple and effective, offering tools that enhance your communication process. By following the step-by-step guide, you can confidently navigate the platform and take full advantage of its features. Tools like call tagging, automated logging, and voicemail-to-email ensure every interaction is well-documented and organized. To elevate your customer engagement, consider integrating solutions like Newoaks AI. This combination streamlines workflows, automates repetitive tasks, and keeps your focus on meaningful conversations. With Go High Level, you’re equipped to handle calls smarter and more efficiently.

FAQ

How do I set up my phone number in Go High Level?

To set up your phone number, go to the settings section in your Go High Level account. Look for the phone system setup option. Assign a phone number to your user profile. If you're using a service like Twilio, follow the prompts to integrate it. Once done, you can configure features like voicemail, call recording, and routing. This setup ensures smooth outbound and inbound calls.

Why can’t I make or receive calls?

Connectivity issues or incorrect phone number configurations often cause this problem. First, check your internet connection. A stable network is crucial for Go High Level's call functionality. Next, verify that your phone number is active and linked to your profile in the settings. If the issue persists, ensure your phone system integration, like Twilio, is properly connected.

Can I record calls in Go High Level?

Yes, you can record calls. Enable the call recording feature in your settings. Once activated, Go High Level automatically records your conversations. You can access these recordings from the contact’s profile or the conversations section. Call recordings are great for training, quality assurance, or revisiting important discussions.

How do I transfer calls to another team member?

Go High Level offers two transfer options: warm transfer and blind transfer. For a warm transfer, speak with the recipient before transferring the call. This ensures they have the necessary context. For a blind transfer, the call goes directly to the recipient without prior communication. Use the call interface to select the transfer type that suits your situation.

What should I do if my calls keep dropping?

Dropped calls usually result from unstable internet connections. Switch to a wired connection for better stability. If you're using Wi-Fi, ensure a strong signal. Also, check that your browser and Go High Level are updated to the latest versions. These steps often resolve call stability issues.

How can I organize my calls better?

Use call notes and tags to stay organized. After each call, jot down key points in the notes section of the contact’s profile. Add tags like “Follow-Up Needed” or “High Priority” to categorize interactions. These tools help you track conversations and prepare for future follow-ups efficiently.

Can I automate responses for missed calls?

Yes, Go High Level allows you to set up auto-responses. Navigate to the call settings and configure an automated text message for missed calls. For example, you can send a message like, “Thanks for calling! We’ll get back to you shortly.” This feature keeps communication active even when you’re unavailable.

How do I troubleshoot integration issues with Twilio?

If your Twilio integration isn’t working, check the integration settings in your dashboard. Ensure the connection is active and properly configured. Reconnect Twilio if needed. Also, verify that your Twilio account has sufficient credits for making calls. Contact Go High Level support if the issue persists.

Is there a way to analyze my call performance?

Yes, Go High Level provides call analytics. Access the analytics section to review metrics like call duration, outcomes, and customer behavior. Use this data to identify patterns and improve your communication strategy. Regularly reviewing analytics helps you refine your approach and achieve better results.

How does Newoaks AI improve call management?

Newoaks AI automates tasks like answering calls, routing inquiries, and scheduling appointments. It works 24/7, ensuring no call goes unanswered. By integrating Newoaks AI with Go High Level, you enhance efficiency and provide a seamless experience for your clients. This AI-powered tool also offers insights into customer behavior, helping you make data-driven decisions.