Live Call Transfer Setup Guide

Find the agent in the Voice AI builder after importing the snapshot.

1. 1

   Go to AI Agents

   From the left sidebar of your GoHighLevel sub-account, open AI Agents.

2. 2

   Select the Voice AI tab

   At the top of the AI Agents screen, switch to the Voice AI tab.

3. 3

   Open the Agent List

   Under Voice AI, click Agent List to see every agent in the location.

4. 4

   Open your agent

   Click the Live Call Transfer agent to open the builder.

Set the agent's name and choose what it can do on a call.

1. 1

   Rename the agent

   Click the pencil next to the agent name at the top left. This name shows on the call screen and in your logs.

2. 2

   Review the call actions

   The Actions panel on the right lists everything the agent can do. Add one with + New Action, or remove one with the trash icon.

   • Trigger a workflow
   • Appointment booking
   • Update contact field
   • Send a message

Connect a calendar and decide how the agent books, confirms and manages appointments.

1. 1

   Open the booking action

   Click the edit (pencil) icon on the Appointment Booking action.

2. 2

   Choose your calendar

   On Calendar Selection, pick the calendar the agent checks availability against and books into, then click Next.

3. 3

   Choose what to collect

   Under Booking behavior, tick the details the agent should capture before it books.

   • Email addressRecommended — sends the calendar invite & confirmation
   • Phone numberFor callbacks or SMS reminders
   • Full namePersonalises the confirmation
   • AddressFor in-person appointments
   • NotesSpecial requests or context
4. 4

   Set the scheduling window

   Set Days of offer ahead (how far out slots are suggested) and Buffer between slots (the gap between consecutive appointments).

5. 5

   Set appointment management

   Decide whether the agent can manage existing bookings, then click Save.

   • Cancel appointment
   • Reschedule appointment
   • Auto-confirm appointments

   Auto-confirm books instantly, with no manual approval step.

Have the agent pull information from the conversation and write it to the contact record.

1. 1

   Edit a contact-field action

   Click the edit icon on any Update contact field action — First name, Phone, Email, and so on.

2. 2

   Choose when it updates

   Pick whether the field is written during the conversation or once the call ends.

   • During the call
   • After the call
3. 3

   Choose how it writes

   Decide how the extracted value is saved to the field.

   • Save valueKeeps the value; skips if the field already has one
   • Replace valueOverwrites any existing value
4. 4

   Describe what to capture

   Under Advanced Controls, tell the agent when and what to update, and add example values it should recognise (e.g. "John", "Sarah"). Then Save.

Give the agent your business information so it answers accurately.

1. 1

   Open Knowledge Base

   In the right-hand panel, expand Knowledge Base.

2. 2

   Select or create a source

   Choose an existing knowledge base, or click + Create New to add your business wiki, FAQs and up-to-date information for the agent to draw on.

Control timing, reminders and how long a call can run.

1. 1

   Configure call behaviour

   Expand Call Settings and adjust each option to match your requirements:

   • Timezone — the agent's operating time zone
   • Maximum call time — a hard cap per call (up to 120 minutes)
   • Idle time & reminder frequency — when reminders start and how often they repeat
   • End call after silence — how long silence lasts before the agent hangs up
   • Wait before speaking — a brief pause so the caller can speak first

Optional adjustments to how the agent listens, speaks and sounds — change these only if needed.

1. 1

   Agent behaviour

   How the AI communicates.

   • Response speed and interruption sensitivity
   • LLM temperature — consistency vs. creativity
   • Backchanneling — natural "mhm", "okay", "I see" while listening, with adjustable frequency and word list
2. 2

   Transcription & speech

   Speech recognition and pronunciation.

   • Transcription mode — faster vs. more accurate
   • Vocabulary specialization — match your industry
   • Boosted keywords — brand, product and industry terms
   • Pronunciation dictionary — custom pronunciations for names or words
3. 3

   Voice settings

   The agent's voice and call ambience.

   • Noise cancellation and background sound
   • Voice speed, temperature and volume
   • Speech normalization — natural numbers, dates & currency
   • Dynamic voice speed — adapts to the caller's pace

Stay informed after calls and track performance over time.

1. 1

   Post-call notifications

   Enable email notifications after each completed call and choose who receives them.

   • All admins
   • All users
   • Contact's assigned user
   • Specific users
   • Custom email
2. 2

   Reporting

   Turn on Performance Summary to receive regular reports.

   • Frequency — weekly, every 2 weeks, or monthly
   • Recipients — admins, users, specific users or a custom email

Connect a number, set routing and hours, then publish.

1. 1

   Open Deploy

   Click Deploy at the top of the builder.

2. 2

   Connect a phone number

   Under Phone, select the number connected to the agent — or buy a new one.

3. 3

   Choose call routing

   • Answer calls directlyThe agent answers every call immediately
   • Use as backupThe agent answers only when no one picks up
4. 4

   Set working hours

   Run the agent 24/7, or set a custom schedule for each day of the week.

5. 5

   Save

   Click Save to publish your changes.

   Live Call Transfer is now live and handling calls.

Prefer to follow along offline? Download the full PDF guides, complete with annotated screenshots of every step.