Diagnostic offer for GHL and voice-AI teams

GHL Voice AI Audit Checklist

A focused checklist for Retell, Vapi, or other voice-agent workflows connected to GoHighLevel. The goal is simple: find the part that will lose bookings, create duplicates, hide failed calls, or make the client lose trust.

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The audit

Use this before promising a voice-agent workflow is production-ready.

Call event intake

  • Webhook captures call ID, caller, transcript, outcome, and extracted fields.
  • Retries use an idempotency key so the same call cannot create duplicate actions.
  • Missing transcript or contact data routes to review instead of pretending success.

Booking and handoff

  • Booked, reschedule, cancellation, no-answer, and human-handoff paths are separate.
  • Calendar or opportunity creation is only triggered after required fields pass validation.
  • Human owner receives enough context to continue without re-listening to the whole call.

GHL object map

  • Contact upsert rules are explicit: phone, email, fallback, and conflict behavior.
  • Opportunity stage, pipeline, tags, note body, task owner, and source attribution are mapped.
  • Failed API calls are logged with the payload needed to replay safely.

Client reporting

  • Each call has a visible state: booked, needs review, failed, or ignored by design.
  • Daily summary separates system errors from normal no-answer or not-qualified calls.
  • The client can see useful output without seeing raw implementation noise.

Prompt and extraction

  • Voice-agent extraction fields are treated as suggestions until validated.
  • Ambiguous dates, missing timezone, or low-confidence intent routes to review.
  • Summary text is stored separately from structured action fields.

Operator handoff

  • Runbook explains where to inspect events, replay failures, and pause the workflow.
  • Test payloads cover booked, handoff, bad data, duplicate event, and API failure cases.
  • Next milestone is scoped from observed failures, not guessed from a sales call.

What I need to diagnose it

Keep access minimal until the paid scope is confirmed.

Inputs

  • Voice-agent webhook sample or event export.
  • Current n8n/Make/Zapier scenario screenshots or export.
  • Three real examples: booked, handoff, and failed or ambiguous.

GHL map

  • Target pipeline, stage, calendar, tags, owner, and task rules.
  • Existing duplicate/contact behavior.
  • What the client expects to see after each successful call.

Boundary

  • One workflow path only for the first milestone.
  • No production sends or destructive CRM actions until approved.
  • Payment through Polar after scope agreement and before implementation.