GoHighLevel Automation Tutorial | 4. Setup A Missed Call Text Back Automation

Summary

This video tutorial guides viewers on setting up a missed call text back automation using virtual numbers from services like Twilio or LC phone system. It demonstrates how to enable or disable the missed call text back feature in the settings and create a new workflow in automations. The focus is on configuring filters for call statuses like 'no answer' and 'busy' to send automated SMS responses, such as 'Sorry I missed your call'. The video also touches on selecting specific phone numbers for different agents or team members, providing a tailored solution for missed call notifications.

Takeaways

• 📲 Set up missed call text back automation using a virtual number from platforms like Twilio or LC Phone System.
• ⚙️ Navigate to the settings to enable or disable the missed call text back feature.
• 🔧 Create a new workflow in the automations section to customize the missed call text back messages.
• 📉 Use filters like call status to send different automated messages based on whether the call was not answered, busy, or canceled.
• 🚫 Exclude the 'busy' status to focus on sending messages only for missed calls that were not answered or canceled.
• 💬 Customize the SMS message for each call status, such as sending 'Sorry I missed your call' for missed calls.
• 👤 Select specific phone numbers for the automation if you have multiple numbers for different agents or team members.
• 🔑 Ensure to publish and save the workflow to activate the missed call text back automation.
• 🎵 The script includes a background music element, suggesting a video format for the tutorial.
• 🔄 The process is designed to provide a high-level overview of setting up missed call text back automation.

Q & A

What is the main topic of the video?

The main topic of the video is setting up a missed call text back automation using a virtual number from services like Twilio or LC phone system.

What is the first step to set up missed call text back automation?

The first step is to go to the settings and enable the 'missed call text back' feature.

How can you disable the missed call text back feature if you don't want to use it?

You can disable the missed call text back feature by going to the settings and toggling it off.

What is the next action after disabling the missed call text back feature?

After disabling the feature and saving the changes, you should go to automations and create a new workflow.

What is the purpose of creating a new workflow in the automations section?

Creating a new workflow allows you to set up different filters and send automated messages based on call status like 'no answer' or 'busy'.

What is the call direction and status filter used for in the workflow?

The call direction is set to 'incoming' and the status filter is used to determine if the call was 'no answer' or 'busy' to trigger different automated responses.

What message is sent if the call status is 'no answer'?

If the call status is 'no answer', an SMS saying 'Sorry I missed your call' is sent to the caller.

Can you customize the message based on different call statuses?

Yes, you can set up different automated messages for various call statuses such as 'no answer', 'busy', 'canceled', or 'completed'.

How can you select specific phone numbers for the automation to work on?

You can choose specific phone numbers in the workflow settings if you have multiple numbers for different agents or team members.

What is the final step to complete the setup of the missed call text back automation?

The final step is to publish and save the workflow to activate the missed call text back automation.

Outlines

00:00

📞 Setting Up Missed Call Text Back Automation

The video tutorial guides viewers on how to set up a missed call text back automation using a virtual number from services like Twilio or LC Phone System. The process involves navigating to the settings, enabling the 'missed call text back' feature, and then proceeding to 'automations' to create a new workflow. The workflow is named 'missed call text back' and utilizes filters based on call status to send automated messages. The tutorial specifically focuses on setting up responses for incoming calls that are not answered, using the 'no answer' status. It demonstrates how to configure the automation to send an SMS message apologizing for the missed call and explains that similar setups can be done for other call statuses like 'busy' or 'canceled'. The video also touches on the option to select specific phone numbers for different agents or team members within a company, but in this example, only one number is used. Finally, the tutorial concludes with instructions to publish and save the workflow to activate the missed call text back automation.

Keywords

💡Missed Call Text Back

Missed Call Text Back refers to an automated system that sends a text message in response to a missed or no-answer call. In the video, the speaker guides viewers on setting up this feature using a virtual number service like Twilio or LC phone system. This feature is crucial for automating customer engagement and ensuring that callers receive a prompt response even if the call was not answered directly.

💡Virtual Number

A virtual number is a phone number that is not tied to a physical device but can be used to receive and make calls. In the context of the video, the virtual number is used to set up the Missed Call Text Back feature. The speaker mentions that one can obtain such a number from services like Twilio or LC phone system, which are platforms that provide communication APIs and services.

💡Settings

Settings in this video refer to the configuration options within a phone system or an application where users can enable or disable features. The speaker instructs viewers to navigate to the 'settings' to find and enable the 'Missed Call Text Back' feature, indicating that this is where users can customize the behavior of their phone system or app.

💡Automations

Automations are processes or workflows that are set up to run automatically without human intervention. In the video, the speaker discusses creating a new workflow for missed call text back automation. This involves setting up a series of actions that will be triggered when a call is missed or goes unanswered, showcasing how automation can streamline communication processes.

💡Call Status

Call Status refers to the condition of a phone call, such as whether it is answered, missed, busy, or canceled. The video script describes using the 'call status' as a filter to determine when to trigger the Missed Call Text Back automation. For instance, the speaker sets up the automation to send a text message when the call status is 'no answer'.

💡Filters

Filters in the context of the video are criteria used to determine when an automation should be triggered. The speaker uses filters such as 'call direction' and 'call status' to customize the conditions under which the Missed Call Text Back message is sent. This allows for targeted and context-specific responses to different types of calls.

💡Incoming Call

An incoming call is a call that is received by a phone number or system. In the video, the speaker sets up the automation to respond to incoming calls that go unanswered. This is an example of how the system can be programmed to handle incoming communication effectively.

💡SMS

SMS stands for Short Message Service, which is a text messaging service component of phone, Internet, or mobile communication systems. In the video, the speaker demonstrates how to configure the system to send an SMS as part of the Missed Call Text Back automation. This is a common method for businesses to communicate quickly and efficiently with customers.

💡Workflow

A workflow in this video is a sequence of steps or actions that are automated to perform a specific task. The speaker creates a 'Missed Call Text Back' workflow, which includes setting up conditions and responses for missed calls. Workflows help in organizing and automating complex processes into a series of manageable tasks.

💡Publish

To publish in the context of the video means to activate or make live the workflow or automation that has been set up. After configuring the missed call text back automation, the speaker 'publishes' it, which means the system is now ready to execute the automation according to the defined rules.

Highlights

Introduction to setting up missed call text back automation

Requirement of having a virtual number from Twilio or LC phone system

Navigating to settings to enable missed call text back feature

Option to disable missed call text back if not desired

Proceeding to automations to create a new workflow

Creating a new workflow named 'missed call text back'

Using 'call status' as the basis for setting up filters

Explanation of setting up filters for different call statuses

Configuring the workflow to send an SMS for 'no answer' call status

Option to handle 'busy' call status with a custom message

Exclusion of 'completed' call status from the automation

Demonstration of selecting specific phone numbers for the automation

Default application to the phone number if no selection is made

Finalizing the SMS message for 'no answer' scenarios

Instructions on publishing and saving the workflow

Completion of missed call text back automation setup

Transcripts

hey so in this video I'm gonna show you

how you can set up missed call text back

automation now there's a couple of ways

you can do that assuming you've got a

virtual number either from twilio or

from LC phone system you're gonna go to

settings and uh if you come down here

there's a feature called missed call

text back

now you can enable this

any chance you don't like this or you

just don't want to use that

what you're going to do is you're going

to disable this from here and then go to

you know after saving obviously

go to automations

and then create a new workflow

start from scratch

I'm going to call this missed

call text back

and I'm gonna say call status

now the reason why I'm using this

is because I can set up different

filters and based on the different

filters I could send uh automated

different automated messages right so

let me show you what I mean so the call

direction will be incoming to the number

and the call status will be

no answer busy so I don't want to go

with busy just no answer so let's go no

answer and then I could just send an SMS

that's it

so this is when call status is no answer

right uh if the call is declined so in

this case if the call is busy

I mean the call status is busy hey sorry

your call

something like that

also if the call status is canceled or

completed uh I don't want to go it

completed so that's a different uh

conversation so I'm I'm just gonna

explain busy and uh no answer right here

and also there you can see uh different

filters so you can choose the phone

number also based on if you have like

multiple phone numbers for multiple

agents or multiple team members in your

uh in your company you could uh select

the phone numbers in this case I only

have one that's why I'm selecting

nothing here so by default it will be

working for that phone number so I'm

just gonna select no answer

and the SMS will be sorry I missed your

call so this is what

uh high level will be sending to the

number who whose call you missed right

so publish it and hit save

and yeah this is your missed call text

back automation

[Music]