How to Make Outbound Calls Using Go High Level

Ray

·December 27, 2024

·21 min read

How to Make Outbound Calls Using Go High Level — Image Source: unsplash

Outbound calls remain a cornerstone of business growth. They help you connect with potential clients, close deals, and nurture relationships. Studies show that outbound marketing, including calls, generates significant leads and drives conversions. But managing these calls can feel overwhelming without the right tools.

This is where Go High Level steps in. If you're wondering how to call through Go High Level, the platform makes it simple and efficient. By integrating seamlessly with platforms like Twilio, it simplifies your communication process. You can automate tasks, track call outcomes, and manage follow-ups effortlessly. With features like AI-powered agents from NewOaks AI, you’ll experience human-like interactions that convert leads faster than ever.

Key Takeaways

Integrate your Twilio account with Go High Level to enhance your outbound calling capabilities, allowing for voice calls, SMS, and email automation.
Configure your call settings properly, including purchasing or importing Twilio numbers and enabling call recording for quality assurance.
Assign dedicated Twilio numbers to team members to streamline communication and ensure accountability in outbound calling.
Utilize the user-friendly dashboard or mobile app to make outbound calls efficiently, taking advantage of features like the Multi-Line Dialer for increased productivity.
Leverage AI-powered agents from NewOaks AI to handle initial outreach and follow-ups, freeing your team to focus on closing deals.
Regularly track and analyze your outbound call performance metrics to identify areas for improvement and optimize your calling strategy.
Implement best practices such as personalizing call scripts with AI insights and leveraging inbound call data to refine your outbound approach.

Setting Up Outbound Calling in Go High Level

Setting up outbound calling in Go High Level is a straightforward process. With the right steps, you can integrate tools like Twilio, configure your settings, and assign numbers to your team. Let’s break it down step by step.

How to Connect a Twilio Account

To get started, you’ll need to connect your Twilio account to Go High Level. This integration enhances your communication capabilities by enabling voice calls, SMS, and email automation. Follow these steps to connect your account:

Log in to your Go High Level account.
Navigate to the Settings section from the left-hand menu.
Select Phone System Settings and click on Connect Twilio Account.
Enter your Twilio credentials, including the Account SID and Auth Token. You can find these details in your Twilio dashboard.
Click Save to complete the integration.

Once connected, you’ll unlock a robust communication platform. This setup allows you to automate tasks like sending reminders or making outbound calls, saving you time and effort.

Pro Tip: If you’re managing multiple clients, you can enable Twilio rebilling. This feature lets you use your clients’ Twilio accounts while maintaining efficient billing management.

Configuring Call Settings for Outbound Calls

After connecting Twilio, it’s time to configure your call settings. Proper configuration ensures smooth and efficient outbound calling. Here’s how you can do it:

Go to the Settings section in Go High Level.
Under Phone Numbers, purchase or import a Twilio number. If you already have a Twilio number, you can port it into Go High Level.
Enable call recording if you want to keep track of conversations for training or quality purposes.
Adjust the call routing settings to direct calls to the appropriate team members or departments.
Test the microphone and audio settings to ensure clear communication during calls.

These settings help you optimize your outbound calling process. You can also set up call tracking to monitor performance and improve your strategies.

Assigning Twilio Numbers to Team Members

Assigning Twilio numbers to your team members is crucial for managing outbound calls effectively. It ensures that each team member has a dedicated number for their tasks. Here’s how you can assign a Twilio number:

In the Phone Numbers section, select the number you want to assign.
Click on Assign to User and choose the team member from the dropdown menu.
Save the changes to finalize the assignment.

This step helps streamline your communication process. Each team member can now make outbound calls using their assigned number, ensuring better organization and accountability.

Quick Tip: You can assign multiple Twilio numbers to a single user. This flexibility allows your team to switch between numbers based on the client or campaign they’re working on.

By following these steps, you’ll have your outbound calling system up and running in no time. Go High Level’s integration with Twilio makes the process seamless, giving you more time to focus on growing your business.

How to Call Through Go High Level

Once you’ve set up your system, it’s time to start making calls. Go High Level offers a user-friendly experience for outbound calling, whether you’re using the desktop dashboard or the mobile app. Let’s explore how you can make the most of these tools.

Making Outbound Calls from the Dashboard

The Go High Level dashboard makes it easy to manage and execute outbound calls. Here’s how you can get started:

Log in to your Go High Level account and navigate to the dashboard.
Look for the green phone icon at the top right corner of the screen. Click it to open the dialer modal.
In the dialer, enter the phone number you want to call or select a contact from your list.
Use the dropdown menu labeled “Call from” to choose the Twilio number you want to use for this call.
Click the call button to initiate the conversation.

Quick Tip: Ensure your browser microphone permissions are enabled. Without this, the dialer won’t function properly.

The dashboard also supports advanced features like the Multi-Line Dialer. This tool allows you to make multiple calls simultaneously, boosting your productivity. You can access it from sections like the Opportunities Page, making it a great option for sales teams managing high call volumes.

Using the Mobile App for Outbound Calls

If you’re on the go, the Go High Level mobile app ensures you stay connected. Making outbound calls through the app is just as simple as using the desktop version. Follow these steps:

Open the Go High Level app on your mobile device.
Navigate to the contact you want to call or manually enter the number in the app’s dialer.
Tap the call icon to start the call.

The mobile app also supports call forwarding. You can enable this feature by going to the Settings section in your account. Check the box to forward calls to the mobile app and hit “Save.” This ensures you never miss an important call, even when you’re away from your desk.

Pro Tip: Use the app’s call tracking feature to monitor your performance and gain insights into your outbound calling strategies.

Switching Between Twilio Numbers for Outbound Calls

Flexibility is key when managing multiple campaigns or clients. Go High Level lets you switch between Twilio numbers effortlessly. Here’s how you can do it:

Open the dialer modal from the dashboard or mobile app.
Locate the “Call from” dropdown menu in the dialer.
Select the Twilio number you want to use for the call.
Proceed with dialing the contact.

This feature is especially useful for businesses handling diverse client bases. You can assign specific numbers to different campaigns, ensuring a personalized experience for your contacts.

Quick Tip: Assign multiple Twilio numbers to team members for added flexibility. This allows them to switch numbers based on the context of the call.

By mastering these steps, you’ll know exactly how to call through Go High Level. Whether you’re using the desktop dashboard or the mobile app, the platform’s intuitive design ensures a seamless calling experience. With tools like the Multi-Line Dialer and Twilio number switching, you can optimize your outbound calling process and focus on building meaningful connections.

Exploring Features for Outbound Calls

Blind Transfer and Warm Transfer

When handling calls, efficiency and professionalism matter. Go High Level offers two essential features: blind transfer and warm transfer. These tools help you manage calls seamlessly within your team.

Blind Transfer: This feature allows you to transfer a call directly to another team member without speaking to them first. It’s perfect for situations where speed is critical, like routing a call to the right department quickly.
Warm Transfer: With this option, you can speak to the recipient before transferring the call. This ensures they’re prepared to handle the conversation, creating a smoother experience for the caller.

Both options enhance your team’s ability to manage calls effectively. They also improve customer satisfaction by reducing wait times and ensuring callers reach the right person.

Pro Tip: Use warm transfers for high-value clients or complex issues. It adds a personal touch and ensures the caller feels valued.

Call Routing and Automation

Managing inbound call routing and outbound calls becomes effortless with Go High Level. The platform’s call routing feature ensures every call reaches the right person or department. You can set up rules based on factors like time of day, team availability, or specific campaigns.

Automation takes this a step further. By integrating Go High Level with tools like Twilio, you can automate repetitive tasks such as follow-up calls or reminders. This saves time and ensures no lead falls through the cracks.

Here’s how call routing and automation can transform your workflow:

Route calls to available team members during business hours.
Forward calls to voicemail or mobile devices after hours.
Automate follow-ups to re-engage leads who didn’t answer.

These features streamline your communication process, allowing you to focus on building relationships instead of managing logistics.

Quick Tip: Regularly review your call routing rules to ensure they align with your team’s current structure and goals.

Integration with NewOaks AI for AI-Powered Outbound Calls

Imagine having a human-like assistant that handles outbound calls for you. With NewOaks AI, this becomes a reality. The integration with Go High Level brings AI-powered agents into your workflow, revolutionizing how you approach outbound calls.

Human-Like Interactions: NewOaks AI agents sound natural and engaging, making conversations feel personal.
Quick Deployment: You can set up these AI agents in just two minutes, allowing you to start converting leads almost instantly.
24/7 Availability: Unlike human agents, AI-powered agents work around the clock, ensuring you never miss an opportunity.

This integration doesn’t just save time—it boosts your conversion rates. AI agents can handle initial outreach, qualify leads, and even schedule follow-ups. This frees up your team to focus on closing deals and nurturing relationships.

Pro Tip: Use AI agents for high-volume campaigns. They excel at handling repetitive tasks, leaving your team to focus on more strategic efforts.

By leveraging these features, you can elevate your outbound calling strategy. Whether it’s through efficient call transfers, smart routing, or cutting-edge AI integration, Go High Level equips you with the tools to succeed.

Troubleshooting Common Issues with Outbound Calls

Even with a robust platform like Go High Level, you might encounter occasional hiccups while making outbound calls. These issues can disrupt your workflow, but most of them are easy to resolve with the right approach. Let’s dive into some common problems and how you can fix them.

Resolving Call Connection Problems

Call connection issues can be frustrating, especially when you’re trying to reach important leads. These problems often stem from minor technical glitches or misconfigurations. Here’s how you can troubleshoot and resolve them:

Check Your Internet Connection
A stable internet connection is essential for smooth calling. If your calls aren’t connecting, test your network speed or switch to a more reliable connection.
Verify Microphone Permissions
Ensure your browser or mobile app has access to your microphone. Without this permission, the dialer won’t function properly. You can adjust these settings in your device’s privacy options.
Confirm Twilio Integration
Double-check that your Twilio account is connected and active. Go to the Phone System Settings in Go High Level and verify your credentials. If needed, re-enter your Account SID and Auth Token.
Restart the Application
Sometimes, a simple restart can fix temporary glitches. Log out of your Go High Level account, close the app or browser, and log back in.

Quick Tip: If the issue persists, contact Go High Level’s support team through their website chat widget or email support. They’re quick to assist with technical problems.

Fixing Audio Quality Issues

Clear communication is vital for successful outbound calls. Poor audio quality can hinder conversations and leave a negative impression on your leads. Here’s how you can address this issue:

Use a High-Quality Headset
Invest in a good-quality headset with noise-canceling features. This minimizes background noise and ensures your voice comes through clearly.
Optimize Your Network
Audio quality often depends on your internet connection. Close unnecessary applications or devices that might be consuming bandwidth. For best results, use a wired connection instead of Wi-Fi.
Adjust Audio Settings
In Go High Level, navigate to the Settings section and test your microphone and speaker setup. Make adjustments until the audio quality improves.
Enable Call Recording
Activating call recording can help you identify recurring audio issues. Review recorded calls to pinpoint specific problems and address them effectively.

Pro Tip: If you’re using the mobile app, ensure your device’s microphone is clean and free from obstructions. Dust or debris can impact sound quality.

Adjusting User Permissions for Outbound Calling

User permissions play a crucial role in managing outbound calls efficiently. Incorrect settings can prevent team members from accessing the dialer or making calls. Follow these steps to adjust permissions:

Access User Settings
Go to the Settings section in your Go High Level account. Select Team Management to view a list of users.
Edit Permissions
Click on the user whose permissions you want to modify. Enable outbound calling access by checking the appropriate boxes.
Assign Twilio Numbers
Ensure each user has an assigned Twilio number. Without this, they won’t be able to make calls. You can assign numbers in the Phone Numbers section.
Save Changes
After making adjustments, save the changes and ask the user to log out and back in. This refreshes their access and applies the new settings.

Quick Tip: Regularly review user permissions to ensure they align with your team’s roles and responsibilities. This keeps your workflow organized and efficient.

By addressing these common issues, you’ll ensure a smoother experience with Go High Level’s outbound calling feature. Whether it’s fixing connection problems, improving audio quality, or managing user permissions, these solutions will keep your communication running seamlessly.

Best Practices for Outbound Calling

Optimizing Call Scripts with AI Tools

Crafting an effective call script can make or break your outbound calling strategy. A well-structured script keeps your conversations focused and engaging. But how do you take it to the next level? AI tools can help you refine your scripts for maximum impact.

Start by analyzing past call data. Identify patterns in successful calls, such as phrases that resonated with leads or questions that sparked interest. AI-powered tools like NewOaks AI can assist by providing insights into these patterns. They can even suggest personalized adjustments to your script based on the lead’s profile.

Here’s how you can optimize your scripts with AI:

Personalize Your Approach: Use AI to gather data about your leads. Tailor your opening lines and offers to match their needs.
Test Variations: Experiment with different versions of your script. AI tools can track which version performs best and recommend improvements.
Automate Follow-Ups: Let AI handle repetitive tasks like scheduling callbacks or sending reminders. This frees up your time for more meaningful conversations.

Pro Tip: Keep your script conversational. Avoid sounding robotic by leaving room for natural dialogue. AI tools can guide you, but your personality seals the deal.

By leveraging AI, you’ll create scripts that not only engage but also convert leads more effectively.

Tracking and Analyzing Outbound Call Performance

Tracking your outbound call performance is essential for growth. Without data, you’re flying blind. Monitoring key metrics helps you understand what’s working and where you need to improve.

Focus on these performance indicators:

Call Connection Rate: Measure how often your calls connect successfully. A low rate might indicate issues with your contact list or dialing process.
Lead Conversion Rate: Track how many calls result in a positive outcome, like a sale or scheduled meeting.
Average Call Duration: Analyze the length of your calls. Short calls might mean you’re not engaging enough, while overly long ones could indicate inefficiency.

Use tools within Go High Level to gather this data. The platform’s analytics features provide detailed reports on your team’s performance. You can also integrate AI tools to gain deeper insights.

Quick Tip: Review your data weekly. Regular analysis helps you spot trends and adjust your strategy before small issues become big problems.

Tracking performance isn’t just about numbers. It’s about understanding your audience and refining your approach to meet their needs.

Leveraging Inbound Calling Insights to Improve Outbound Strategies

Inbound calling offers a treasure trove of insights that can enhance your outbound efforts. Every inbound call provides valuable information about your leads’ preferences, pain points, and expectations. Use this data to fine-tune your outbound strategy.

Here’s how you can leverage inbound calling insights:

Identify Common Questions: Review inbound call recordings to find recurring questions or concerns. Address these proactively in your outbound calls.
Understand Lead Behavior: Analyze the timing and frequency of inbound calls. Use this information to schedule your outbound calls when leads are most likely to respond.
Refine Your Messaging: Pay attention to the language your leads use during inbound calls. Mirror their tone and terminology in your outbound scripts for a more relatable approach.

Pro Tip: Use Go High Level’s call tracking feature to link inbound and outbound call data. This creates a complete picture of your lead interactions, helping you craft a more cohesive strategy.

By bridging the gap between inbound and outbound calling, you’ll create a seamless experience for your leads. This not only boosts your efficiency but also strengthens your relationships with potential clients.

You now have the tools to set up and make outbound calls using Go High Level. By following the steps, you can streamline your communication process and manage calls with ease. Features like call routing, AI-powered integrations, and performance analytics bring efficiency and precision to your strategy. These tools empower you to track outcomes, personalize interactions, and optimize follow-ups.

Take Action: Explore both outbound and inbound calling features in Go High Level. They’ll transform how you connect with clients and elevate your business communication to new heights.

FAQ

What makes Go High Level’s outbound calling feature unique?

Go High Level stands out by offering a centralized platform for managing all your client interactions. When you’re on a call, the CRM feature provides instant access to client details, ensuring every conversation feels personal and informed. This seamless integration helps you stay organized and prevents any interaction from slipping through the cracks. Whether you’re handling an in app call for ivr or managing call forwarding, Go High Level simplifies the process, making it a game-changer for business communication.

Pro Tip: Use the CRM to personalize your calls. Having client information at your fingertips can significantly improve your engagement and conversion rates.

Is the learning curve steep for Go High Level outbound calling?

Not at all! Many users find Go High Level intuitive and easy to navigate. If you’re looking for additional insights, online communities like Reddit are treasure troves of tips and tricks. Users often share their experiences with features like ivr and call forwarding, making it easier for you to learn from real-world scenarios. These shared stories highlight how businesses leverage Go High Level to streamline their outbound calling strategies.

“I’ve learned so much from Reddit discussions. It’s fascinating to see how others use Go High Level to optimize their workflows.”

Can I use Go High Level for call forwarding?

Absolutely! Call forwarding is one of the standout features of Go High Level. You can set up rules to forward calls to specific team members or devices, ensuring no important call gets missed. This feature is especially useful for businesses with remote teams or those who need to stay connected while on the go. By combining call forwarding with ivr, you can create a seamless experience for your clients.

Quick Tip: Regularly review your call forwarding settings to ensure they align with your team’s availability and business hours.

How does Go High Level handle ivr?

Go High Level excels in managing ivr systems. You can set up interactive voice response menus to route calls efficiently. This ensures callers reach the right department or team member without unnecessary delays. Whether you’re handling inbound calls or setting up an in app call for ivr, the platform makes it easy to customize your ivr settings to suit your business needs.

Pro Tip: Use ivr to gather preliminary information from callers. This helps your team prepare for the conversation and improves overall efficiency.

Can I receive ivr calls through Go High Level?

Yes, you can! Go High Level allows you to receive ivr calls directly through its platform. This feature ensures that all calls, whether inbound or outbound, are managed seamlessly. By integrating ivr with call forwarding, you can create a robust system that handles high call volumes without compromising on quality.

“Receiving ivr calls has never been easier. Go High Level ensures every call is routed correctly, saving us time and effort.”

Does Go High Level support in app call for ivr?

Yes, it does. The in app call for ivr feature lets you manage ivr calls directly within the Go High Level app. This means you can handle calls, access client information, and update records without switching between platforms. It’s a convenient way to stay productive and organized, especially when you’re on the move.

Quick Tip: Use the in app call for ivr feature to streamline your workflow. It’s perfect for multitasking and managing calls efficiently.

How can I optimize my ivr settings in Go High Level?

Optimizing your ivr settings is simple with Go High Level. Start by mapping out your call flow. Decide which departments or team members should handle specific inquiries. Then, customize your ivr menu to reflect this structure. Regularly test your ivr system to ensure it’s working as intended and make adjustments based on feedback.

Pro Tip: Keep your ivr menu concise. Long menus can frustrate callers, so focus on providing clear and direct options.

Can I track performance for ivr and call forwarding?

Yes, Go High Level offers robust analytics for tracking ivr and call forwarding performance. You can monitor metrics like call connection rates, average call duration, and lead conversion rates. These insights help you identify areas for improvement and refine your strategies.

Quick Tip: Use performance data to adjust your ivr settings and call forwarding rules. Small tweaks can lead to significant improvements in efficiency.

How does Go High Level enhance customer experience with ivr?

Go High Level enhances customer experience by making ivr systems user-friendly and efficient. Callers can quickly navigate through menus to reach the right person or department. Features like call forwarding ensure no call goes unanswered, creating a positive impression of your business.

“Our customers love how easy it is to reach the right person. Go High Level’s ivr system has improved our response times significantly.”

Can I integrate ivr with other tools in Go High Level?

Yes, you can integrate ivr with other tools like call forwarding and CRM features. This integration creates a cohesive system where all aspects of your communication are interconnected. For example, you can use ivr to route calls to specific team members and then access client details through the CRM during the call.

Pro Tip: Leverage integrations to create a seamless workflow. Combining ivr with other tools maximizes efficiency and improves client satisfaction.