GoHighLevel Voice AI Snapshot Setup Guide
Setting up Voice AI correctly when you import or use snapshots in GoHighLevel is essential for keeping calls stable and compliant. If you are organizing implementation tasks in ClickUp or another PM tool, this guide will give you a clear checklist for every Voice AI setting that must be configured at the account level.
This how-to walks you through the supported Voice AI settings for snapshots, what carries over, what does not, and exactly what you need to verify after importing a snapshot into a sub-account.
How GoHighLevel Voice AI Works With Snapshots
Voice AI settings in GoHighLevel are divided between:
- Global Voice AI configuration (at the sub-account level)
- Per-workflow Voice AI configuration (inside individual workflows)
When you create or use a snapshot, only the workflow-level logic and settings are copied. The global Voice AI configuration and usage limits must be set manually in each new sub-account.
The information in this article is derived from the official documentation here: Voice AI configuration support for snapshots.
Prerequisites for GoHighLevel Voice AI
Before you import or activate a snapshot that uses Voice AI in GoHighLevel, confirm the following:
- You have an agency or account with Voice AI access enabled.
- Phone numbers and Twilio (or other integrated telephony provider) are already configured.
- You understand your Voice AI usage limits for that sub-account.
Without these prerequisites, the imported Voice AI workflows may not function correctly once the snapshot is restored.
GoHighLevel Snapshot Behavior for Voice AI
When a snapshot is created from a source sub-account in GoHighLevel, Voice AI behaves differently depending on whether the setting is global or workflow-based.
What Voice AI Settings Are Included in GoHighLevel Snapshots
The following Voice AI components are preserved when you build or restore a snapshot:
- Workflows that use Voice AI actions or triggers
- Voice AI configuration that is set inside a workflow step
- Logic branches and conditions that relate to Voice AI events
These items will be available in the new sub-account as soon as the snapshot is installed.
What Voice AI Settings Are Not Included in GoHighLevel Snapshots
The following Voice AI elements are not copied through snapshots in GoHighLevel and must be configured again for each sub-account:
- Global Voice AI usage limits
- Account-level Voice AI configuration (outside workflows)
- Any sub-account-specific restrictions on Voice AI usage
Because of this limitation, you always need to review and reapply Voice AI limits after you import a snapshot.
Step-by-Step: Configure GoHighLevel Voice AI After a Snapshot Import
Use this workflow to ensure Voice AI runs correctly after you deploy a snapshot to a new sub-account.
Step 1: Restore or Import the GoHighLevel Snapshot
- Open your agency view in GoHighLevel.
- Navigate to Accounts and choose the destination sub-account.
- Apply or restore the required snapshot to that sub-account.
Wait until the snapshot restoration completes before modifying Voice AI settings.
Step 2: Review Voice AI Workflows in GoHighLevel
- From the sub-account, go to Automation > Workflows.
- Open each workflow that was included in the snapshot and uses Voice AI.
- Confirm that the following are intact:
- Voice AI action steps
- Conditions based on call outcomes or AI events
- Any custom routing or follow-up logic
If workflows do not appear, confirm that they were part of the source snapshot and that the install completed without errors.
Step 3: Set Global Voice AI Usage Limits in GoHighLevel
Because usage limits do not transfer with snapshots, you must configure them again for each new sub-account:
- In the destination sub-account, open the main menu.
- Navigate to the Voice AI or relevant telephony configuration section.
- Look for options related to:
- Daily limits
- Monthly limits
- Maximum concurrent Voice AI calls
- Enter the appropriate values according to the client’s plan or your internal policy.
These account-level limits protect you from unexpected high usage when new workflows go live.
Step 4: Confirm Account-Level Voice AI Configuration
After limits are set, double-check other Voice AI settings in GoHighLevel that are not part of the snapshot:
- Default caller ID and sending numbers
- Region or country restrictions for calls
- Fallback behavior if Voice AI fails (voicemail, SMS, or manual follow-up)
Make sure each setting aligns with the workflows imported from the snapshot so that Voice AI can successfully place and manage calls.
Step 5: Test Workflows Using Voice AI
- From each workflow, trigger a test contact that meets the entry conditions.
- Monitor the Voice AI call to confirm:
- The call connects and follows the designed script.
- Branches and decisions behave as expected.
- Usage counters update in your Voice AI dashboard.
- Adjust any global or workflow-specific settings if call behavior does not match your original design.
Troubleshooting GoHighLevel Voice AI Snapshot Issues
If Voice AI calls are failing or not triggering after snapshot installation in GoHighLevel, review the following common causes.
Voice AI Workflows Not Firing
- Check that the workflow is Published and not in draft.
- Confirm trigger conditions still match the new sub-account’s forms, pipelines, or events.
- Verify that the contact actually meets the workflow filters.
Voice AI Calls Exceeding Limits
- Review your global Voice AI usage limits and lower them if spikes occur.
- Stagger workflow triggers or add additional conditions to control volume.
Missing Global Voice AI Settings
- Return to the Voice AI configuration area for the sub-account.
- Re-enter any default values that existed in the source account but are not present after the snapshot migration.
Best Practices for GoHighLevel Voice AI and Snapshots
To keep your systems consistent when you scale Voice AI across multiple sub-accounts in GoHighLevel, follow these best practices:
- Document your standard Voice AI usage limits for each pricing tier.
- Maintain a post-snapshot checklist that includes Voice AI global settings.
- Test at least one full Voice AI call sequence in every new account before going live.
- Periodically audit existing sub-accounts to ensure their limits still match your policy.
Additional Resources Beyond GoHighLevel
For agencies building repeatable systems around Voice AI, CRM, and automations, you may also want broader strategy and implementation help. You can find optimization services and resources at Consultevo, which focuses on scalable automation frameworks for digital agencies.
For the most accurate and current technical details about snapshot behavior and Voice AI capabilities in GoHighLevel, always refer back to the official support article: GoHighLevel Voice AI configuration support for snapshots.
By following the steps and checklist in this guide, you can confidently deploy snapshots that rely on Voice AI and ensure every new sub-account in GoHighLevel has the correct global settings, limits, and workflow behavior.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`
