Let’s be real—if your agency or business relies on phone calls to convert, every missed or misrouted call is basically a dropped bag 💸.

And yet, most folks using HighLevel are still treating their call flows like it’s 2010. Static IVRs, no smart routing, and definitely no Voice AI helping out.

So I jumped on a Zoom call with Mario Aldayuz, our Head of Partnerships at HL Pro Tools, to dig into this. 

Spoiler: It wasn’t your average walkthrough. It was a crash course in how to make your call system smarter than your sales team’s voicemail inbox.

Here’s the breakdown 👇

Voice AI Isn’t the Future—It’s the Fix

One of the coolest things we covered was how to use Voice AI + conditional call routing to actually make your agency sound like you have your act together.

Mario helped one of the attendees, Kelly, create a workflow that:

• Used IVR triggers to route calls intelligently
  
• Applied a tag like “already contacted” to avoid looping people through the AI again
  
• Sent repeat callers directly to a human instead of frustrating them with the same prompts
  

Key takeaway: You don’t need to overcomplicate this. A few smart tags can make your whole agency feel like it’s got a Fortune 500 call center behind it.

So, How Do You Build It?

Here’s a 3-step cheat sheet for getting started:

1. Set up your IVR workflows with conditionals

🎯 Use tags like “already contacted” or “VIP client” to customize the call route logic.

2. Add tagging steps in the workflow

✅ You can do this manually or with automation after the first call or form fill. It’s super easy once it’s part of your routine.

3. Always, always, always test your call flows

📞 Call yourself. Act like a lead. Try to break it. Because if you don’t, your leads will.

Why This Matters for Your Bottom Line

Look, I’ve seen it again and again:

➡️ A lead calls in…

➡️ They get stuck in a loop or don’t reach anyone…

➡️ They ghost your offer and go somewhere else.

Fixing your call routing with Voice AI and conditional logic doesn’t just “feel more pro”—it makes you more money.

When you respect your lead’s time, they respect your brand.

And better yet, this setup saves your team from wasting time on calls AI could handle 90% of the way. Total win.

Final Thoughts

HighLevel gives us all the tools. But unless we wire them up the right way, they don’t do much.

That’s where training sessions like this one come in—and why we’re always building at HL Pro Tools to make things simpler, smarter, and more scalable for agency owners like you and me.

If you’re tired of duct-taping solutions together and want help building workflows that actually work, I’ve got you…

👉 Come hang with us at hlprotools.com

We’ve got strategies, snapshots, and (yes) real humans ready to help.

Cool Free Thing: The Testimonial Workflow That Sells for You

Before you can help businesses with your service, you need to establish trust.

The fastest way to build that trust?

⭐️ Testimonials.

In the spirit of free stuff, I want to give you my team’s Testimonial Workflow. It’s the exact process we use to:

• Collect amazing client testimonials on autopilot
  
• Edit and organize them without the usual chaos
  
• Use them to boost conversions and close more deals

👉 Grab the free walkthrough here

Plug it into your account today and let your clients do the selling for you 🎤