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Overview

AI Voice Studio Smart Trigger is a premium workflow trigger inside GoHighLevel (GHL) and NIKO that fires when an AVA Smart Call completes. It launches a workflow only when your defined conditions are met, with filters for Call Status (see Call Statuses), Outcome, Project Name, and Campaign Name. Use Smart Trigger to run precise post-call automations—update contact fields, add notes (transcript and recording URL), create or move opportunities, and send follow-ups—scoped to exactly the campaigns or projects you choose.

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Trigger Setup

  1. Open Workflows in GHL/NIKO and create or edit a workflow.
  2. Choose a trigger → AVA Voice AI → AI Voice Studio Smart Trigger.
  3. Add one or more Filters to control when the workflow should run.
Smarttriggerpick Pn

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Filters

💡 Tip: You can combine multiple filters. All selected conditions must match for the workflow to start.

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Filter by Call Status

Use exact string matches (case and spacing) for values as they appear in AVA/GHL (e.g., Completed Call, No Answer, Voicemail).
Triggerstatus Pn
Typical branches
  • Completed Call → add tag, send follow-up
  • No Answer → schedule retry
  • Voicemail → tag + drip sequence

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Filter by Project Name

Target all campaigns that belong to the same AVA project. Use this when several campaigns under one project should share the same post-call workflow (e.g., centralized tagging, opportunity handling, or handoff).
Triggerproject Pn

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Filter by Campaign Name

Narrow to a single, specific campaign. Use this when one campaign needs tailored follow-ups (e.g., route “Warm Leads – Q4” to a specialized sequence, assign to a specific team, or apply unique tags).
Triggercampaign Pn

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Filter by Outcome

The Outcome filter applies to the Appointment Reminder scenario and reflects the client’s decision during the confirmation call:
  • Meeting Confirmed
  • Meeting Rescheduled
  • Meeting Canceled
Triggeroutcome Pn

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Finding or Creating the Contact

  • Find Contact by Phone Number from the trigger payload (use the tag picker under AVA Voice AI → Smart Trigger). Finding a contact by phone number is more reliable since it is a unique identifier for each person.
Findcontact Pn
  • If not found, use the Create Contact GHL action using fields from the payload (phone, name, email, time zone).
Createcontact Pn

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Updating Contact Fields & Notes

After each Smart Call, the Smart Trigger provides detailed data you can use to keep your CRM records current and organized.

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Update Contact

Use this action when you want the contact record itself to stay updated with the latest details from each call.
For example:
  • If a client confirms or changes their email or business name, you can automatically update it.
  • You can also capture the call transcript, recording URL, and sentiment score directly in contact fields for easy reference.
  • This ensures your contact always reflects the most recent data discussed during the AI call.
Updatefields Pn

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Add Note

Alternatively (or in addition), you can use Add Note to log key details from the call inside the contact’s activity timeline.
Many users prefer notes for visibility, since they can include:
  • The transcript
  • The recording URL
  • The call sentiment
  • Workflow or campaign identifiers for tracking and audits
This method keeps a running call history under each contact. You can use both approaches — updating key fields for structured data and adding notes for full conversation context.
Addnote Pn

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Opportunities

Create or update Opportunities based on status or outcome:
  • Choose Pipeline and Stage (e.g., “Meeting Booked”)
  • Set Status, Source, and Opportunity Name
  • Add tags for reporting and routing
Createop Pn

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Best Practices

  • Use exact string matches for Call Status filters. The written value must match exactly what appears inside AVA or in official documentation.
  • Prefer Project/Campaign filters to prevent unrelated workflows from firing.
  • Keep notes structured (include workflow/campaign name) for easier auditing and reporting.

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FAQs & Troubleshooting

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General Questions

The Smart Trigger fires after an AVA Smart Call finishes and your selected filter conditions (e.g., Call Status, Outcome, Project, or Campaign) are met.
Yes. Use Campaign Name filters to scope workflows to individual campaigns, or Project Name filters to apply automation to multiple campaigns under one project.
Use the tag icon in GHL and select fields from AVA Voice AI → Smart Trigger (e.g., Phone Number, Transcript, Recording URL).

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Configuration

Ensure your Call Status and Outcome filters use exact string matches (case and spacing). Confirm Project Name and Campaign Name match exactly what’s shown in AVA.
Yes. All conditions you add must be true for the workflow to run (e.g., Project Name = Real Estate Scheduler and Outcome = Meeting Confirmed).

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Usage and Results

Use this trigger to update contact fields, add notes with transcripts or recordings, and move opportunities within your pipeline—driven by project/campaign context.
Yes. Use Project Name for broad, multi-campaign flows and Campaign Name for granular, campaign-specific workflows.
For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support. If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.