6 Figur Chat

Messages Sent 0

Contacts Engaged 0

Images Analyzed 0

Active Bot Not loaded

Billing Period Usage

Live Metrics

Calculated from saved contact history and recent webhook activity.

Waiting for data

Messages Sent 0

Contacts Engaged 0

Images Analyzed 0

0 recent webhooks 0 recent generated replies

Setup Checklist

Connect GHL private integration
Confirm custom field mapping
Build persona and reply flow
Send a webhook test

Agents

Manage conversational agents, future voice agents, and the knowledge bases they use.

From To

Total Unique Contacts 0 vs previous period

Total Actions Triggered 0 vs previous period

Total Appointment Booked 0 vs previous period

Time Saved 0 hours vs previous period

Total Unique Contacts

Selected date range

Total Message 0 vs previous period

Average Messages per Contact 0 vs previous period

AI Conversations

Every contact the AI has chatted with, ordered by latest activity.

Persona Settings

Identity, response behavior, provider model, channels, media, and limits.

Bot Bot / Agent name Bot behavior Personality

These persona settings apply in both modes. Prompt Based uses the main instructions for the reply text; Flow Based also uses the node canvas.

Tone Concise Friendly Sincere Confident Professional Casual

Providers

Priority 1

OpenAI

Knowledge base

The selected knowledge base is only used when the customer asks a question or needs details that are not covered by this bot's instructions.

Frequency AI typos 5% Frequency typo corrections 100% Frequency breakup large messages 60%

Response delay Maximum replies per contact

Reply media URLs

Uploaded reply media

Up to 5 total media attachments per reply. Use the per-file trigger field to set intent conditions. Images, videos, and voice clips are uploaded to GHL before the reply is sent.

Flow Builder

Routing, custom fields, and the builder entry point apply to this bot in both Prompt Based and Flow Based modes.

1 Inbound

AI Prompt

GHL Reply + Values

Agent status AI Autopilot AI Off

Hard on/off for this agent. Normal webhooks only use the primary bot when it is on and listening to the incoming channel.

Name

Listen on incoming channels SMS IG FB WhatsApp Email Live Chat

Allow flow message nodes to send conversation replies

Flow intent Instructions

From To

Inbound

Calls received by active voice agents.

Incoming

Calls Completed 0 Completed inbound calls

Actions Triggered 0 Inbound call actions

Total Duration 0m Inbound talk time

Average Call Duration 0s Per completed call

Outbound

Calls placed by voice agents.

Outgoing

Calls Completed 0 Completed outbound calls

Actions Triggered 0 Outbound call actions

Total Duration 0m Outbound talk time

Average Call Duration 0s Per completed call

Calls Completed

Selected date range

Inbound Outbound

Voice Calls

Recent inbound and outbound call activity for voice agents.

Voice Agent Settings

Cartesia voice, prompt, call direction, and routing details.

Agent Voice Agent

Agent status Voice AI On Voice AI Off

Controls whether this voice agent can receive or place calls after the Cartesia connection is configured.

Call direction Inbound Outbound

Provider

Cartesia

Cartesia API profile Cartesia agent Knowledge base

Voice Language ASR model

Background sound No audio uploaded

Background volume 50%

Auto-detect caller language Opening message Skip agent introduction Prompt

Max call duration seconds Phone number Response speed Allow caller interruption Interruption sensitivity

Voice Calling

Connect the Cartesia API key in Settings > Phone System > Voice.

Test Call

Internal Voice Test

Talk with this agent in the app using Cartesia speech recognition and the selected voice. No phone number is required.

Send a message to hear the voice agent respond.

Browser call ready 00:00

You

You Mic idle

Agent Waiting

Outbound Phone Test

Place a real call from one of your connected Twilio numbers and let this Voice AI agent run the conversation.

Call from Call this number

Phone Numbers

Phone number ID Label Import number Provider ID or Twilio SID

Test Calls

Call ID Call action

Text to Speech

Generate Cartesia voice notes from text for client follow-up messages.

Voice note prompt

Cartesia API profile Voice Voice ID Model Format Language Speed

Preview

Listen to the generated voice note before sending it to clients.

Knowledge Base

Build reusable knowledge bases for agents to select from in Persona Settings.

FAQs 0

Docs 0

Websites 0

Media 0

Typed Knowledge

Use

FAQ

Use

Google Docs

Use

Google Docs must be shared so anyone with the link can view them.

Website URLs

Use

Uploaded Docs

Use

Upload text, markdown, CSV, JSON, or HTML files. For Google Docs, download as plain text or paste the public Doc URL above.

Reply Media

Upload images, videos, or voice notes and add a trigger rule for when the bot should send each file with the generated reply.

Testing

Latest GHL Webhook

No webhook received yet.

Settings

Manage your profile, integrations, webhooks, custom fields, system values, and tags.

Personal Details

6 Figur Chat

Shown in the account menu on this browser.

First name Last name

Phone Username

Organization

Appearance

Theme Language Time format Time zone Use browser timezone

Accent color

Custom accent Silence product tours

Theme, language, profile, and accent colors are saved on this browser.

Phone System

Connect Twilio for outbound SMS, WhatsApp, and future voice workflows.

Twilio ready

Phone Numbers

Add the Twilio number or Messaging Service your agents should use for outbound messages.

Provider Default outbound number

Twilio phone numbers One number per line. The first number can be used as the default caller ID if no node chooses another number.

Save Twilio credentials, then list numbers to connect one to a Voice AI agent.

Messaging Service SID

Billing Period Usage

Live Metrics

Setup Checklist

Total Unique Contacts

AI Conversations

Personas

Job Flows

Persona Settings

Persona Settings

Providers

Flow Builder

Test Prompt Based Bot

Inbound

Outbound

Calls Completed

Voice Calls

Voice Agents

Voice Agent Settings

Voice Agent Settings

Provider

Metrics

Voice Calling

Test Call

Internal Voice Test

Outbound Phone Test

Phone Numbers

Test Calls

Cartesia API Profiles

Text to Speech

Preview

API Settings

Knowledge Base

Typed Knowledge

FAQ

Google Docs

Website URLs

Uploaded Docs

Reply Media

Generated Reply

Custom Fields

Audio Transcripts

Normalized Data

Raw Payload

Settings

Personal Details

Appearance

Notifications

Integrations

Phone System

Phone Numbers

Voice

Additional Settings

Webhook

Custom Fields

Custom Values

Tags