Workflow Automation

The AVA Voice AI platform seamlessly integrates with GHL workflows, transforming customer engagement into a fully automated process.

Overview

By utilizing AVA as both an Action and a Trigger, businesses can streamline lead follow-ups, capture call outcomes, and automate routine tasks—all without modifying existing business logic. Whether scheduling appointments, sending follow-ups, or qualifying leads, AVA enables dynamic workflow automation that saves time and enhances efficiency.

Details

Workflow Automation in GHL with AVA allows for easy configuration and execution of customer engagement strategies. Here’s how it works:

Using AVA as an Action

AVA can be set up as an Action in GHL workflows to trigger specific tasks, such as:

• Dynamic Outbound Calls: Automatically call leads who complete forms, sign up for offers, or meet predefined criteria.
• Data Capture: Collect customer responses, sentiment, and call summaries to enrich contact records in GHL.

Example:

1. Create a workflow triggered by a Form Submitted event.
2. Add an action for AVA Voice AI - Dynamic Outbound Call to initiate a call to the contact.
3. Configure the call details, such as the scenario, calendar, and AI agent settings.

Using AVA as a Trigger

AVA can also be used as a Trigger to initiate workflows based on call outcomes. For example:

• Follow-Up Campaigns: Automatically email or text contacts after a call based on the Call Status (e.g., Meeting Booked, Callback).
• Segmentation and Tagging: Categorize contacts by adding tags or moving them into nurture sequences based on call sentiment or summary.

Example:

1. Create a workflow with AVA Voice AI - Contact Called as the trigger.
2. Add a filter for specific Call Status values, such as Meeting Booked or Callback.
3. Use the call data to send notifications, update records, or start a follow-up sequence.

Advanced Workflow Configurations

• Call Summaries and Sentiment Analysis: Use the payload from AVA calls to extract key information, like call summaries and sentiment, and apply it to workflow logic.
• Conditional Logic: Introduce if/else branches in workflows to handle different scenarios based on call outcomes.
• Multi-Step Automations: Combine AVA actions with other GHL features, such as SMS and email notifications, to create comprehensive customer engagement workflows.

The inter-connectivity between the AVA Voice AI platform and platforms like GHL allow for a variety Voice AI systems to be developed to meet your business needs. Some of these examples include:

• Interactive Onboarding Experiences: In addition to videos, emails, and text messages, Voice AI phone calls can act as a fundamental part of the troubleshooting and FAQ experience for a customer, allowing them to be guided through the process and feel more comfortable.
• Internal Employee Training/External Help Bot: Businesses and customers alike can benefit from having an integrated knowledge bot that can be accessed whenever they need help. Employees can train with a voice based system that can role-play and assume the role of a customer, and customers can ask questions and have their needs met via a phone number, or even directly on a website via web widget, and all of this can be connected to tools like GHL for additional actions to occur afterwards.

Benefits of Workflow Automation with AVA

• Efficiency: Automate routine tasks like scheduling calls and updating records.
• Scalability: Handle high call volumes and large contact lists without additional manual effort.
• Customization: Tailor workflows to meet specific business needs, such as lead qualification or customer onboarding.
• Seamless Integration: AVA fits into existing workflows without requiring major changes to business logic.

FAQs & Troubleshooting

General Questions

What is the purpose of Workflow Automation in GHL?

Workflow Automation with AVA allows businesses to automate customer interactions and data management, reducing manual effort and improving efficiency.

How does AVA enhance GHL workflows?

AVA integrates as both an Action and a Trigger in GHL workflows, enabling automated calls, data logging, and dynamic follow-ups.

How does AVA enhance GHL workflows?

Yes, AVA supports conditional logic, multi-step automations, and advanced data integrations, making it highly versatile.

Configuration

How do I add AVA to a GHL workflow?

• Navigate to the Workflow Builder in GHL.
• Add an action or trigger and select the desired AVA feature, such as Dynamic Outbound Call or Contact Called.
• Configure the parameters as needed.

What information can AVA capture for workflows?

AVA provides data such as call summaries, sentiment analysis, and call statuses, which can be used for tagging, segmentation, and follow-ups.

Can I customize how AVA actions and triggers work?

Yes, AVA’s flexibility allows you to tailor actions and triggers to suit specific business needs.

Advanced Use Cases

Automated Lead Nurturing:

• Use AVA triggers to identify warm leads and move them into personalized nurture campaigns based on call outcomes.

Real-Time Notifications:

• Notify representatives of high-priority calls with critical updates, ensuring immediate follow-up on important leads.

Cross-Channel Automations:

• Combine AVA’s call capabilities with GHL’s SMS and email tools to create multi-channel engagement strategies.

Call Data Analytics:

• Use the data logged by AVA to analyze customer behavior, refine workflows, and improve engagement strategies.

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