Hello! In this article, I will show you how to transfer your transcripts and notes from your air agents recording to Go High Level. This process will allow you to have all your contacts and information in one place.
To begin, go to Go High Level and navigate to the automations section. Create a new workflow from scratch. Add a new workflow trigger and select ‘inbound web hook’.
Next, go back to your air agents recording and go to Integrations > Client API. Create a new API key and copy it. Go to web hooks and create a new web hook post call data. In the bear token field, paste the API key. Copy the web hook URL and paste it in Go High Level.
Now, let’s test the setup. Make a call on your air agents recording and fetch a sample. If the request doesn’t show up, try again. Once you have the information, save the trigger and create or update the contact.
To extract the transcript, use the chatGPT feature. Insert the chatGPT code into the prompt. Scroll up to the ‘insert transcript’ section and delete the existing text. Replace it with the tag ‘inbound web hook trigger call’. Save the action.
Lastly, add notes to the contact. Use the custom value ‘add to notes’ and the response from chatGPT. This will add the transcription to the contact’s notes.
It’s important to note that using chatGPT can be costly. To optimize costs, set up an if-then condition to only transcribe calls that are longer than a certain duration. This will prevent unnecessary transcription costs.
I hope this article has been helpful in guiding you through the process of transferring transcripts and notes to Go High Level. If you have any further questions, feel free to leave a comment or reach out to me on Discord. Don’t forget to sign up for air using the link in the description for priority calling, dedicated servers, and access to beta features. Thank you for reading and have a great day!
