GoHighLevel Manual Call Workflow

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How to Use the Manual Call Action in GoHighLevel Workflows

Setting up the Manual Call action in GoHighLevel is a powerful way to connect team members with leads and customers, even if you manage your tasks in tools like ClickUp or other CRMs. This guide walks you step by step through configuring the Manual Call workflow action so your agents can quickly call contacts and improve response times.

The Manual Call action works by assigning a call task to one or more users or user groups. When they accept the task, GoHighLevel triggers a call between the selected agent and the contact tied to the workflow.

What the GoHighLevel Manual Call Action Does

The Manual Call action in GoHighLevel is a workflow step that lets you:

  • Send a call request to one or more assigned users
  • Let users accept or decline the call request
  • Automatically connect a phone call between the agent and the contact when accepted
  • Track who accepted the call and when it was completed

This action is ideal for sales, support, and follow-up workflows where a human phone call is required at a specific stage.

Where to Find the Manual Call Action in GoHighLevel

To add the Manual Call action inside your GoHighLevel workflow builder:

  1. Open your GoHighLevel account and navigate to Workflows.
  2. Create a new workflow or open an existing workflow that you want to edit.
  3. Click the + button to add a new action step.
  4. In the list of available actions, select Manual Call.

Once selected, you will see configuration options that control how the call request is routed and presented to your users.

Configuring the GoHighLevel Manual Call Action

After adding the Manual Call step, configure the following options to match your call routing needs.

Assign Users or User Groups in GoHighLevel

The first key setting is who should receive the manual call request. GoHighLevel allows you to assign:

  • Individual Users – Select specific team members who can take this call.
  • User Roles or Groups – Route the call to a team such as Sales, Support, or a custom group.

When the workflow reaches this action, GoHighLevel sends the call request to all selected assignees at once, and the first person who accepts will be connected to the contact.

Understanding the Call Request Flow in GoHighLevel

The Manual Call action follows a predictable flow:

  1. The workflow hits the Manual Call action for a specific contact.
  2. A call request is sent to the assigned users or groups.
  3. Users see a notification or prompt that a manual call is waiting.
  4. One user accepts the request.
  5. GoHighLevel initiates a call to the selected user.
  6. When the user answers, GoHighLevel dials the contact and bridges the call.

If no user accepts the request, the call is never initiated and the workflow can be designed to handle that condition in later steps.

Step-by-Step: Adding a Manual Call to a GoHighLevel Workflow

Use this step-by-step process to add and configure a Manual Call action correctly.

Step 1: Open or Create Your Workflow

  1. In your GoHighLevel dashboard, go to Automation > Workflows.
  2. Click New Workflow or choose an existing workflow to edit.
  3. Make sure your workflow has a trigger (for example, form submission, pipeline stage change, or tag added).

Step 2: Insert the Manual Call Action

  1. In the workflow canvas, click the + icon where you want the phone call step to occur.
  2. From the action list, select Manual Call.
  3. The Manual Call configuration panel will open on the right side of the screen.

Step 3: Choose Who Receives the Call Request

  1. Locate the assignment options within the Manual Call settings.
  2. Select one or more Users who can take the call, or choose a User Group if you have teams defined.
  3. Confirm that all selected assignees have an active phone number configured in their GoHighLevel user profile so they can receive calls from the system.

Step 4: Save and Test the Workflow

  1. Click Save on the Manual Call action configuration.
  2. Save the entire workflow.
  3. Use a test contact and manually enroll them into the workflow or trigger the workflow condition to fire.
  4. Verify that the assigned user(s) receive the manual call request and that the call connects properly from GoHighLevel to the contact.

Best Practices for Manual Call Workflows in GoHighLevel

To get the most out of the Manual Call action, consider these best practices.

Align Manual Calls With Your Sales Process

Place the Manual Call action at key decision points, such as:

  • Shortly after a new lead submits a high-intent form
  • When a contact reaches a specific pipeline stage
  • After a contact clicks a link in a high-value email

This ensures that calls from GoHighLevel happen when prospects are most engaged.

Use Clear Naming and Notes

Within your workflow, name the Manual Call action clearly, such as “Sales Team: Call New Demo Request”. Add internal notes so agents know:

  • The purpose of the call
  • Key questions to ask
  • What outcome or disposition to record after the call

Combine Manual Calls With Other GoHighLevel Actions

You can follow or precede the Manual Call action with other steps in GoHighLevel, such as:

  • Sending a confirmation SMS after a successful call
  • Tagging the contact based on outcome
  • Moving the contact to a new pipeline stage
  • Assigning a follow-up task to the same agent

This helps you build a complete, automated follow-up system around each call.

Troubleshooting the Manual Call Action in GoHighLevel

If your Manual Call action is not working as expected, check these common issues:

  • No users receive the call request: Confirm that users or groups are correctly assigned in the action settings.
  • Calls are failing or not connecting: Ensure that the assigned user has a valid phone number in GoHighLevel and that your phone number settings are correctly configured.
  • Multiple users answering: Remember that the first user to accept the call gets connected; others will no longer see the request as active.

If problems persist, you can review the official documentation for the Manual Call action directly on the GoHighLevel help center at this support article.

Next Steps and Additional Resources for GoHighLevel Users

After you have your Manual Call action working smoothly, consider expanding your GoHighLevel workflows with additional automation:

  • Use conditional logic to trigger calls only for qualified leads.
  • Build separate workflows for different pipelines or products.
  • Integrate reporting so you can track call volume and outcomes.

If you need strategic help implementing advanced automation systems or optimizing your GoHighLevel setup for lead generation, you can explore expert services from Consultevo, which specializes in CRM and funnel optimization.

By carefully configuring the Manual Call workflow action, testing with sample contacts, and aligning it with your broader sales and support processes, you can turn GoHighLevel into a reliable engine for quick, human-powered follow-up that consistently converts more leads into customers.

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