The agent bar

The dialer lives in GoHighLevel’s header.

It is on every screen — the contact, the conversation, the calendar. Your agents get a real phone inside the CRM they already work in.

Dialer StatusON CALL2:17
2
Marcus Webb
(404) 555-0134 · In call
NG
ActivityNotesEmailsCallsTasks
Outbound callAetna Q3 · Dana Reyes2:17
SMS sent"Sounds good — call me after 3."10:02 am
Inbound call · 6:38Redline Leads · Dana ReyesYesterday
Added to Aetna Q3Bulk add from a smartlistYesterday
SMS received"Is the Aetna plan still open?"Mar 6
Contact createdVendor post · Redline LeadsMar 4
The bar docked in GoHighLevel’s own header, above the record the call opened.
Dialer StatusIDLE0:12
Dialer StatusREADY0:00
0
Aetna Q3
Dialer StatusRINGING0:09
0
Aetna Q3
Dialer StatusON CALL2:17
0
Marcus Webb
(404) 555-0134 · In call
Dialer StatusON CALL2:49
0
Marcus Webb
(404) 555-0134 · On hold
Dialer StatusON CALL2:56
0
Marcus Webb
(404) 555-0134 · On hold
On this call
You
Live
Marcus WebbHold
(404) 555-0134
Live
KeypadTeamPresets
1508

Keys play down the line

123456789*0#
Dialer StatusON CALL3:01
0
Marcus Webb
(404) 555-0134 · On hold
On this call
You
Live
Marcus WebbHold
(404) 555-0134
Live
Priya Raman
(404) 555-0190
Ringing
KeypadTeamPresets
1508

Keys play down the line

123456789*0#
Dialer StatusON CALL3:26
0
Marcus Webb
(404) 555-0134 · In call
On this call
You
Live
Marcus Webb
(404) 555-0134
Live
Priya Raman
(404) 555-0190
Live
KeypadTeamPresets
1508

Keys play down the line

123456789*0#
Dialer StatusON CALL3:58
0
Marcus Webb
(404) 555-0134 · In call
On this call
You
Live
Marcus Webb
(404) 555-0134
Live
Priya Raman
(404) 555-0190
Left
KeypadTeamPresets
1508

Keys play down the line

123456789*0#
Dialer StatusWRAP UP0:04
0
Wrap Up
Dialer StatusWRAP UP0:11
0
Wrap Up

Starting a shift

All an agent does is pick a campaign and go Ready.

From there Helix keeps several lines ringing for every ready agent and puts live callers through to whoever can take them — one Ready state feeds both.

  1. Pick a campaign

    The campaigns an admin assigned to this agent, opened from the bar itself.

  2. Go Ready

    A fixed ratio you set, or predictive tuned to your abandon target.

  3. A line is ringing

    A live caller goes first — inbound is matched before the dialer opens a line.

During the call

Hold, transfer, and a third person on the call.

All of it happens in one panel. The panel stays open while the agent works the record behind it.

  1. The contact record opens on connect

    GoHighLevel moves to that person’s record behind the bar.

  2. Hold plays music to the caller

    The caller hears hold music until the agent comes back.

  3. Three ways to pick a destination

    A keypad for a number you know, your own team with each person’s live status, or the destinations an admin saved.

  4. Add to call, or hand it straight over

    Add to call brings somebody in with everyone else on hold. Blind transfer sends the customer straight there.

  5. Three people on one call

    Every row but the agent’s own carries its own hold.

  6. Drop a leg, or drop yourself

    Remove one party and the rest keep talking; leave, and the two you introduced do.

Wrap-up

Picking an outcome updates the contact in GoHighLevel.

The middle of the bar becomes your own list of outcomes, and the recording lands on the timeline in the contact’s own GoHighLevel conversation.

  1. The call ends in wrap-up

    Confirm stays disabled until an outcome is picked.

  2. An outcome can carry a tag and field updates

    Your admin writes the list.

  3. Straight back into the queue

    Saving takes the agent back to Ready, or straight to Paused when they arm the pause before saving.

Helix is in private release.

A small number of GoHighLevel agencies are running it now. Tell us about your team, or read the bar screen by screen first.