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What you’ll learn: How to integrate Vodex.ai with Go High Level (GHL) for automated calling, CRM updates, and appointment management directly from your GHL workflows.
Vodex.ai provides seamless out-of-the-box integration with Go High Level for premium clients, enabling powerful automation workflows that combine GHL’s CRM capabilities with Vodex’s AI-powered calling technology.

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🚀 Integration Capabilities

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What GHL Integration Supports

  • Outbound Calling
  • CRM Updates
  • Appointment Management
GHL → Vodex Calls
  • Trigger AI calls directly from GHL workflows
  • Pass contact data and custom fields automatically
  • Initiate calls based on GHL triggers and conditions
  • Seamless workflow integration

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🔧 Setup Process

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Step 1: Install Vodex App from GHL Marketplace

The Vodex app is available directly in the Go High Level marketplace for easy installation.
1

Login to Both Platforms

Prepare Your Accounts
  • Login to app.vodex.ai in one browser tab
  • Login to your Go High Level account in another tab
  • Ensure you’re using the same browser for both logins
2

Initiate Integration

Create Connection
  • In a new tab (same browser), navigate to: https://app.vodex.ai/account/ghl-integration
  • Click “Create Connection” button
  • This will initiate the OAuth process with GHL
3

Complete OAuth

Authorize Integration
  • OAuth flow will automatically redirect to GHL
  • Authorize Vodex app permissions in GHL
  • GHL app will be installed in your GHL account
  • Return to Vodex dashboard
4

Confirm Success

Verify Integration
  • app.vodex.ai will display “Integration Successfully” popup
  • Vodex app should now appear in your GHL workflows
  • Test connection by creating a simple workflow
Browser Requirement: Use the same browser for both Vodex and GHL logins to ensure proper OAuth authentication.

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📞 Making Calls via GHL Workflows

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Adding Vodex Action to Workflows

1

Create or Edit Workflow

Access GHL Workflows
  • Navigate to your GHL workflow builder
  • Create a new workflow or edit an existing one
  • Choose your trigger conditions
2

Add Vodex Action

Insert Vodex Action
  • In the workflow builder, search for “Vodex”
  • Insert the Vodex action where you want calls to be triggered
  • The action will appear as a configurable step
3

Configure Action Settings

Set Up Call Parameters
  • Open the Vodex action configuration
  • Fill in all required fields (detailed below)
  • Test the configuration before going live

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Required Configuration Fields

Core Configuration
FieldDescriptionExample
PROJECTSelect the Vodex project to use”Sales Outreach Q4”
CALENDARGHL calendar for appointment booking”Sales Team Calendar”
TIME ZONEContact’s time zone+05:30 or America/Denver
Time Zone Format: Use the same format as described in Custom Fields documentation - either UTC offset (+05:30) or timezone names (America/Denver).
Additional Data FieldsCUSTOMFIELD1 through CUSTOMFIELD5Use these fields for custom data beyond the standard FirstName, LastName, and PhoneNum:
CUSTOMFIELD1: {{contact.company}}
CUSTOMFIELD2: {{contact.source}}
CUSTOMFIELD3: {{contact.lead_score}}
CUSTOMFIELD4: {{contact.last_interaction}}
CUSTOMFIELD5: {{contact.interest_level}}
GHL Variables: Use GHL’s contact variables to dynamically populate custom fields with contact-specific data.
QUESTIONS FieldConfigure AI insights using the special GHL format instead of JSON:Format: question#key#type;Examples:
Is the user not interested in taking loans?#not_interested#boolean;
What is the name that user said?#first_name#string;
How many days until they need the service?#timeline_days#number;
What specific requirements did they mention?#requirements#string;
Field Types:
  • string - Text responses
  • number - Numeric values
  • boolean - True/false responses
CALL RESPONSE TAGSet a prefix for automatic tagging based on call outcomes:Example: If prefix is vodex_auto, tags will be:
  • vodex_auto_voicemail - Voicemail detected
  • vodex_auto_call_failed - Call failed to connect
  • vodex_auto_call_ended - Call completed successfully
  • vodex_auto_transferred - Call transferred to human
Usage:
CALL RESPONSE TAG: vodex_auto
CONTACT_ID FieldRequired Value: {{contact.id}}
CONTACT_ID: {{contact.id}}
Hard Code Required: Always use exactly {{contact.id}} - this GHL variable ensures proper contact linking.

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📅 Enterprise Appointment Management

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Booking Appointments via AI

Enterprise Feature: Appointment booking, canceling, and rescheduling are available exclusively for Enterprise plan customers.

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Using the (appointment) Tag

To enable appointment booking, use the special (appointment) tag in your AI prompt: 
"Hello {FirstName}, I'm calling to schedule your consultation. 

If the user gives you a specific time and date to book an appointment, then please say that you are booking an appointment and add (appointment) to your response. The backend will book and confirm the appointment for you.

What day and time works best for you this week?"
Strict Mode: For better control, use the strict version that prevents the AI from making promises about appointment details. The backend handles all booking confirmations.

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Available Appointment Slots

Use the (slots) tag to have the AI read available appointment slots: 
"Let me check our available slots for you. (slots) 

Which of these times works best for you?"
The system will automatically insert available slots from your GHL calendar.

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⚙️ Appointment Configuration

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Customizing Appointment Messages

Static Configuration: The fields in the appointment-config page are static. Bots cannot dynamically say “Congratulations, your appointment has been booked on [date] at [time]” - all appointment messaging is pre-configured.

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Accessing Appointment Config

To customize how the AI communicates appointment information:
  1. Navigate to: https://app.vodex.ai/account/project/<project_id>/appointment-config
  2. Replace <project_id> with your actual project ID
  3. Configure static messages for different appointment scenarios

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Configuration Options

Static Message Templates
  • Booking confirmation message
  • Cancellation confirmation message
  • Rescheduling confirmation message
  • Slot availability message
  • Error handling messages
Available Slots Format
  • How slots are read to customers
  • Time format preferences
  • Date format preferences
  • Slot grouping options
Fallback Messages
  • No slots available message
  • Booking failure message
  • Calendar conflict message
  • System error message

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🔄 Workflow Examples

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Basic Lead Qualification Workflow

Trigger: New Lead Added
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Vodex Action:
  PROJECT: "Lead Qualification"
  CALENDAR: "Sales Team"
  TIME_ZONE: "{{contact.timezone}}"
  CUSTOMFIELD1: "{{contact.source}}"
  CUSTOMFIELD2: "{{contact.budget}}"
  QUESTIONS: "Is the lead interested in our service?#interested#boolean;What is their budget range?#budget#string;"
  CALL_RESPONSE_TAG: "lead_qual"
  CONTACT_ID: "{{contact.id}}"

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Appointment Reminder Workflow

Trigger: 24 Hours Before Appointment
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Vodex Action:
  PROJECT: "Appointment Reminders"
  CALENDAR: "Main Calendar"
  TIME_ZONE: "{{contact.timezone}}"
  QUESTIONS: "Will the customer attend the appointment?#will_attend#boolean;Do they need to reschedule?#needs_reschedule#boolean;"
  CALL_RESPONSE_TAG: "reminder"
  CONTACT_ID: "{{contact.id}}"

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📊 Integration Benefits

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Automated Workflow Advantages

🎯 Seamless Automation

Complete Integration
  • Trigger calls from any GHL workflow
  • Automatic data sync between platforms
  • No manual intervention required
  • Real-time updates and responses

📈 Enhanced CRM

Rich Data Collection
  • Automatic note updates after calls
  • Intelligent tagging based on outcomes
  • Insights data synced to contact records
  • Complete conversation history

📅 Smart Scheduling

Enterprise Appointments
  • AI-powered appointment booking
  • Automatic calendar management
  • Conflict resolution and rescheduling
  • Confirmation and reminder automation

⚡ Operational Efficiency

Streamlined Operations
  • Reduced manual calling tasks
  • Consistent follow-up processes
  • Scalable lead management
  • Improved conversion rates

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🛠️ Troubleshooting

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Common Integration Issues

IssueCauseSolution
OAuth FailedDifferent browsers usedUse same browser for both platforms
App Not FoundIntegration not completedRetry integration process
Calls Not TriggeringIncorrect field configurationVerify all required fields
Appointments Not BookingEnterprise feature not enabledContact support for Enterprise upgrade

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Best Practices

Setup Best Practices
  • Test workflows with small contact lists first
  • Use descriptive project names for easy identification
  • Set up proper time zones for accurate scheduling
  • Configure meaningful tag prefixes for organization
AI Prompt Guidelines
  • Keep appointment booking prompts simple and direct
  • Use the strict booking approach for better control
  • Test prompts with various customer responses
  • Include clear fallback options for edge cases
Performance Tracking
  • Monitor call success rates through GHL tags
  • Track appointment booking conversion rates
  • Review insights data for optimization opportunities
  • Set up alerts for failed integrations

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🚀 Getting Started

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Quick Setup Checklist

1

Prerequisites

Before You Begin
  • Active Vodex.ai premium account
  • Go High Level account with workflow access
  • Project created in Vodex dashboard
  • GHL calendar set up for appointments (if using Enterprise features)
2

Integration Setup

Connect the Platforms
  • Complete OAuth integration process
  • Verify “Integration Successfully” message
  • Test Vodex action appears in GHL workflows
3

First Workflow

Create Test Workflow
  • Set up simple lead qualification workflow
  • Configure all required Vodex action fields
  • Test with a small contact list
  • Verify call triggers and data sync
4

Optimization

Refine and Scale
  • Review call outcomes and insights
  • Optimize AI prompts based on results
  • Scale to larger contact lists
  • Set up additional workflows as needed

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💡 Next Steps

After setting up your GHL integration:
  1. Start Small - Test with a limited contact list first
  2. Monitor Results - Track call outcomes and appointment bookings
  3. Optimize Prompts - Refine AI instructions based on performance
  4. Scale Gradually - Expand to larger workflows once optimized
  5. Explore Enterprise - Consider Enterprise features for advanced appointment management
Ready to automate your GHL workflows? The Vodex-GHL integration provides powerful automation capabilities that can transform your lead management and customer engagement processes.
Need help with the integration? Contact our support team at support@vodex.ai with “GHL Integration Support” in the subject line for specialized assistance.
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