Training Videos

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Onboarding Guide

Onboarding process for the CRM, covering steps like setting up your account, billing, personalising your profile, managing staff members, availability, and more.

Setting Up Your Domain

A video from YouTube on how to set up your domain to send emails and create websites inside GoHighLevel.

Assistants

Voice Settings

Orbitel AI Overview

Walkthrough on the Orbitel AI app and how to navigate your way around it. How to test the AI's script, knowledge base, and how to use number pools.

AI Voice Examples

You can choose a voice for each AI assistant you create. Listen to the Australian accent voice options.

Assistant Settings

The assistant settings offers customisations to a variety of different things such as voices, tools, calendars, knowledge base, SMS, and more.

V2 Tools & Multi Calendar Booking

The latest tool updates, including multi-calendar booking, time zones, update user details, improve AI self-scheduling, and emails.

Talk Speed & Voice Emotion

Talk speed and voice emotion is important when it comes to a natural, human-like sounding conversation.

Coming Soon

Phone Numbers

First Steps of Setting Up Your Twilio Account

Setting up Twilio billing, updating account name, and inviting me as a user to set up SIP Trunking.

Twilio Regulatory Bundle

Full guide on how to get your regulatory bundle accepted to purchase Australian mobile numbers.

SIP Trunking & Purchase Twilio Phone Numbers

How to set up Twilio SIP Trunking to buy and add phone numbers into Orbitel AI to call your leads.

Telnyx Set Up Guide

How to set up Telnyx SIP Trunking to buy and add phone numbers into Orbitel AI to call your leads.

Copy this when I show it in the video: 5t4n6j0wnrl.sip.livekit.cloud

Workflows

Workflows Overview

Coming soon

Pause Calls & Workflows on Public Holidays

Businesses aren't allowed to call leads on public holidays, so it's important to set this up to pause your workflows on public holidays so no calls are sent out.

Contacts

Contacts Overview

Learn your way around Contacts. How to send SMS & emails, manage tasks, bulk actions, and more.

How To Import Contacts Into The CRM

How to import contacts into GoHighLevel, map fields correctly, tag leads, and automate AI call workflows.

How To Get AI Assistant To Call Leads

How to initiate AI calls for lead lists. Choosing between bulk or drip calling and scheduling call times.

How To Create Smart Lists

The video tutorial explains how to create smart lists to filter leads by call status, agent assignments, and tags.

Data Tracking

How To Track AI Call Outcomes

How to track lead interactions after AI calls, review summaries, access transcripts and recordings, follow up via text or email, analyse call performance, and re-add leads to workflows.

Where To Find Lead Details Collected By AI

Inside contacts, you can find custom fields that the AI fills out live on calls or through automations. These typically are qualifying questions that're asked, or general tracking like call time, AI call counter, etc.