You’re juggling sales calls, client onboarding, automations, and about 29 tabs at once—and now someone’s asking you to “just set up” call routing with Voice AI in HighLevel? 

Yeah, no pressure.

But here’s the good news: dynamic call routing doesn’t have to be confusing.

 In fact, once you get it dialed in (pun 100% intended), it can level up your client experience and free up your team from repetitive conversations.

We recently hosted a live session with none other than Mario Aldayuz—Head of Partnerships at HL Pro Tools—who walked us through exactly how to set this up without the headache.

So if you’ve been feeling stuck on Voice AI or just want to stop sending your repeat callers into the AI vortex… let’s fix that 👇

Why Voice AI + Conditional Routing = Power Move

A lot of people sleep on this combo. But here’s the truth:

Voice AI is incredible — if it’s smart.

That means routing calls based on who’s calling, what stage they’re in, and how often they’ve interacted with you. And that’s where tags + triggers become your best friends.

 Real Talk from the Live Session

During the session, Mario walked a user through setting up a real-world example of smart routing using:

• IVR triggers
  
• Dynamic workflows
  
• And the secret sauce: custom tags

Here’s the scenario:

“A customer calls in… again. Do you really want them talking to your Voice AI again? Nah.”

Instead, Mario showed us how to tag those users (e.g., “already contacted”) and route them directly to a live rep the next time they call. Smooth, personal, and avoids the robotic loop.

This tiny tweak = a HUGE boost in client satisfaction.

Actionable Takeaways You Can Use Today

Here’s how you can put this magic to work:

✨ Set Up Conditional IVR Workflows
Create rules that route calls differently based on tags like:

• already contacted
  
• hot lead
  
• VIP client
  

✨ Use Tagging to Guide Call Flow
You can add tags manually or automate them through workflows. Either way, use them to tell the system how to respond next time.

✨ Test Before You Go Live
Please. For the love of clients everywhere.
Always run a test call before launching to the wild. Make sure AI routes go where they should—and humans get the right calls too.

Pro Tips From the HL Pro Tools Crew

• Use a fallback option in every workflow (AI can’t solve everything)
  
• Keep your workflows clean—label and document as you go
  
• Don’t overthink it — start simple and optimize as you go
  

This kind of setup isn’t just for big call centers. Even solopreneurs and small agencies can benefit from smart routing that just makes sense.

Wrapping It Up

Look, HighLevel is powerful… but only if you use it powerfully.

Voice AI + smart call routing lets you:

• Stop wasting your time on repeat convos
  
• Give your clients a smoother experience
  
• Actually enjoy running your operations again

And the best part? Once you set it up, it runs like clockwork. ⏱️

Want More Time-Saving Setups Like This?

This is just one play from the HL Pro Tools vault. If you’re ready to start working smarter (not harder), come check out the full toolkit at HLProTools.com

We’ve got:

• Snapshots that actually work
  
• Prebuilt workflows you can plug and play
  
• And weekly insights to keep you ahead of the curve

Let’s build cool stuff—without losing our minds in the process.