Connect GoHighLevel Phone

Create a Private Integration token in GoHighLevel

• Log in to GoHighLevel and open the sub-account (location) your team calls from
• Go to Settings, then Private Integrations in the left menu
• Click Create new integration, name it CaseRescue
• Under scopes, enable: View Contacts, View Conversations, View Conversation Messages, View Locations, View Users, View Opportunities
• Click Create and copy the token. It starts with pit-
• Also note your Location ID: Settings, then Business Profile, the ID is shown at the top of the page

Connect GoHighLevel in CaseRescue

• Go to app.caserescue.ai and log in
• Open Settings, then Integrations
• In the CRM section, click Connect on the GoHighLevel card
• Paste the token and the Location ID, then click Connect

Enable call capture and copy your webhook URL

• On the same Integrations page, find the GoHighLevel Phone card
• Click Enable call capture
• Click Copy next to the webhook URL that appears. You will paste it into GoHighLevel in the next step

Build the workflow in GoHighLevel

Raw body to paste: {"contact_id": "{{contact.id}}", "contact_name": "{{contact.name}}", "contact_phone": "{{contact.phone}}", "contact_email": "{{contact.email}}", "user_name": "{{user.name}}"}

• In GoHighLevel go to Automation, then Workflows, and click Create Workflow (start from scratch). Name it CaseRescue call capture
• Click Add trigger and choose Call Details. Leave the filters empty so every call is sent
• Click the + below the trigger and add the action Custom Webhook
• Set Method to POST and paste the webhook URL you copied into the URL field
• Set Content-Type to application/json and replace the raw body with the JSON below
• Click Save action, then switch the workflow from Draft to Publish at the top right

Turn on call recording for your number

• In GoHighLevel go to Settings, then Phone Numbers
• Click the number your team uses, then Advanced settings (or the edit icon)
• Turn on Call Recording for both incoming and outgoing calls and save

Make a test call

• Place a call from the GoHighLevel dialer that lasts at least one minute with a real conversation
• Within a few minutes the call appears under Calls in CaseRescue with its transcript and score
• Back on the Integrations page, the GoHighLevel Phone card shows Last call received with the time