Home Services · Voice Workflow
An inbound after-hours call is greeted, qualified, and captured straight into GoHighLevel — with emergencies flagged for on-call dispatch and a confirmation text sent automatically.
Workflow
How it runs, step by step
After-hours call received
An inbound call rings in outside business hours and enters the real-time workflow.
Look up caller in Zep
Read the caller's history from Zep, keyed by phone number and workspace, to see if they are a returning customer.
Known caller?
Branch on whether the caller already exists in memory.
Greet returning caller
Greet the caller by name and reference their last job.
Greet new caller
Introduce the business and ask how the team can help.
Capture service details
Collect service type, address, and urgency using the AI agent node.
Emergency?
Determine whether the request is an after-hours emergency.
Flag for on-call dispatch
Create a high-priority opportunity in GoHighLevel and tag it for the on-call technician.
Create lead in GoHighLevel
Create or update the contact and opportunity in GoHighLevel with the captured details.
Send confirmation text
Text the caller a confirmation and a next-step link via Twilio.
Save call to Zep
Write the call summary and captured fields back to Zep for the next interaction.
End call
Wrap up and end the call.