2.5 - Purchasing & Assigning a Phone Number To AI Caller

 

 

 

 

SOP: Assigning a Phone Number to an AI Assistant on GoHighLevel

Objective

To provide a clear, step-by-step guide for team members to effectively purchase and assign a phone number to an AI assistant within the GoHighLevel platform, ensuring smooth operation for making phone calls.

Key Steps

1. Log In to GoHighLevel

   • Access the GoHighLevel platform using your credentials.

   • Ensure you are logged into the correct sub-account.

2. Navigate to AI Assistant Section

   • From the dashboard, locate and click on the "AI Assistant" sub-menu.

   • Select the "Numbers" option within this section.

3. Purchase a Phone Number

   • Click on the "Buy a Number" button.

   • Enter your desired area code (e.g., 207).

   • Confirm your selection by clicking the "Buy a Number" button again.

   • Wait for the confirmation that the number has been successfully purchased.

4. Assign the Phone Number to an AI Assistant

   • Locate the newly purchased number in the list.

   • Click on the three dots next to the number to access the edit options.

   • Select the AI assistant you wish to assign this number to for making phone calls.

   • Save your changes to finalize the assignment.

5. Confirmation

   • Verify that the phone number is now associated with the correct AI assistant.

   • Ensure that the assistant is ready to make phone calls using the assigned number.

Cautionary Notes

• Double-check that you are in the correct sub-account before purchasing a number to avoid unnecessary charges or complications.

• Ensure the area code you choose is valid and corresponds to your target audience or location.

• Be careful when selecting the AI assistant to avoid assigning the number to the wrong agent.