The Highlevel voice AI integration is useful when a DialNexa call needs information from Highlevel or when a verified call outcome should update Highlevel. This page helps you choose a connection method, map the required data, and test the workflow safely.
A catalog page describes a possible workflow. It does not confirm that a native Highlevel connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If Highlevel is not listed, use a custom function, agent webhook, or external automation service.
When to use the Highlevel voice AI integration
Use Highlevel when:
- Your team already relies on Highlevel as a source of customer or operational data.
- The agent needs current Highlevel information to answer or route a caller correctly.
- A call outcome should create, update, or notify something in Highlevel.
- The receiving team will act on the record after the call.
Do not add the integration only because it appears in the catalog. Start with one action that removes a real manual handoff.
Before you begin
Prepare the following:
- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A Highlevel account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect Highlevel
| Connection method | Use it when | Important limit |
|---|
| Workspace connector | Highlevel appears in your DialNexa Integrations page | Available actions and authentication depend on your workspace |
| Custom function | The agent needs Highlevel data during the live conversation | Keep the request fast and return only the fields the agent needs |
| Agent webhook | Highlevel should receive a result after the call | Your endpoint must authenticate, retry safely, and prevent duplicate writes |
| External automation | The workflow spans Highlevel and several other systems | Monitor the external workflow separately from the DialNexa call |
Build the Highlevel voice AI workflow
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and Highlevel
- DialNexa call ID, call direction, status, and final outcome
- Caller name, phone number, email, and matched customer or account ID
- Structured fields collected during the call, including consent where required
- Short operational summary, requested next step, owner, and due date
- Transcript or recording link only when your privacy policy allows it
- Highlevel record ID, record URL, update timestamp, and integration result
Highlevel actions to evaluate
The following examples come from the catalog metadata or common workflow patterns. Confirm the current action name, required fields, permissions, and limits in your Highlevel account before implementation.
- Search conversations
- Find associations
Start with one low-risk read or write. Add more actions only after the first handoff is reliable.
Verify the Highlevel integration
Run a test call and confirm that:
- The workflow finds the intended Highlevel record instead of creating a duplicate.
- Only the approved fields change.
- The DialNexa call ID is stored for traceability and retry protection.
- A failed request creates a visible error or human-owned task.
- The receiving owner can open the Highlevel record and understand the next step without reading the full transcript.
Troubleshoot Highlevel integration issues
| Problem | What to check |
|---|
| Highlevel is not shown in the dashboard | Use a custom function, webhook, or external automation service, or request the integration |
| Authentication fails | Reconnect the account and verify scopes, workspace ownership, and token expiry |
| No matching record is found | Normalize phone numbers and email addresses, then define a clear create-versus-review rule |
| Duplicate updates appear | Use the DialNexa call ID as an idempotency key and make retries safe |
| The live call becomes slow | Move nonessential writes to a post-call webhook and keep live lookups small |
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