Add a Manual Call Action in GoHighLevel Workflows

ClickUp is great for project management, but when you need sales and marketing automation, a manual call step inside GoHighLevel workflows helps your team control exactly when outbound calls happen. This guide walks you through adding, configuring, and using the manual call action so your agents can dial prospects at the right time with clear instructions.

The manual call action in GoHighLevel pauses a workflow until a user makes a call from the conversation view. It is ideal for high-intent leads, sensitive follow-ups, or any situation where a human-controlled call is better than full automation.

What the GoHighLevel Manual Call Action Does

The manual call step creates a task-like action inside the contact record that tells your team to place a call using the built-in dialer. Unlike an automated call or voicemail drop, it waits until a user actively completes the action.

Key behavior of the manual call action in GoHighLevel:

• Creates a pending call step in the workflow sequence.
• Requires a user to complete the call from the Conversations area.
• Allows you to display a subject line and detailed message for the caller.
• Uses available tracking options to trigger later workflow steps.

This gives you the best of both worlds: automated timing and routing from GoHighLevel, plus human decision-making and personalization during the call.

How to Add the Manual Call Action in GoHighLevel

Follow these steps to insert a manual call step into any existing or new workflow.

Step 1: Open the Workflow in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand menu, go to the Automation or Workflows section, depending on your interface layout.
3. Select the specific workflow where you want to insert a manual call action, or create a new workflow and name it appropriately.

Once the workflow builder is open, you can add actions at any point in the sequence.

Step 2: Insert the Manual Call Action

1. Click the + icon at the point in your GoHighLevel workflow where the call should occur.
2. In the action list, locate and select Manual Call. It may appear under a calls, tasks, or communication category depending on your current layout.
3. The manual call action block will now appear in the workflow canvas, ready for configuration.

Position this action after qualifying steps, such as form submissions, pipeline stage changes, or tag applications, to ensure the right contacts flow into this call step.

Configuring the GoHighLevel Manual Call Action

After placing the action, configure its settings so your team knows exactly what to say and how to handle the call.

Set the Subject for the Manual Call

The subject line is a short label agents see when they open the manual call prompt.

• Click into the Subject field within the manual call action.
• Enter a clear, descriptive title, such as Call new lead about demo booking or Follow-up on missed appointment.
• Optionally, use merge fields (if available in your GoHighLevel account) to pull in the contact name or other details.

A strong subject helps agents quickly understand the purpose of the GoHighLevel manual call, even when handling multiple workflows.

Add Instructions in the Message Field

The message section is where you provide detailed instructions or a call script.

• Describe the context of why the contact is being called.
• Include bullet points or a mini script for the agent.
• List key questions or qualification points to cover.
• Specify what to do if there is no answer or the contact asks to reschedule.

These instructions ensure consistent handling of leads and support the overall strategy you are implementing inside GoHighLevel.

Choose Tracking and Completion Settings

The manual call action can interact with later workflow steps depending on how call completion is tracked.

Typical options include:

• Marking the step complete once the call is initiated.
• Using call outcome or status to drive conditions and branching.
• Allowing the workflow to wait until the call is marked done in the conversations view.

Review the available settings in your GoHighLevel account and select the tracking behavior that best fits your pipeline and follow-up rules.

Using the Manual Call Action in Daily GoHighLevel Operations

Once active, the manual call step becomes part of your team’s daily calling routine inside GoHighLevel.

How Agents See and Complete Manual Calls

When a contact reaches the manual call step:

• The contact will appear in the workflow with a pending call action.
• Team members can open the contact’s conversation view and see the subject and message.
• Agents use the built-in dialer to place the call directly from GoHighLevel.
• After finishing, they can mark the step as completed or log the call outcome, depending on your configuration.

This creates a smooth handoff between automation and live outreach, ensuring every high-value lead gets real human contact.

Best Practices for Manual Call Steps in GoHighLevel

• Use clear naming: Keep subject lines short but descriptive so agents immediately know the goal of the call.
• Keep scripts concise: Avoid long paragraphs and use bullet points in the message for easier reading while on the phone.
• Combine with tags or pipelines: Use tags or pipeline stages before and after the manual call step to keep reporting clean and organized in GoHighLevel.
• Align follow-ups: Add wait steps and conditional actions after the call to send emails or SMS based on whether contact is reached.

Troubleshooting Manual Call Actions in GoHighLevel

If the manual call step is not working as expected, check the following:

• Workflow order: Ensure there are no earlier conditions preventing contacts from reaching the manual call action.
• User permissions: Confirm that the assigned team members have access to the workflow and conversations areas in GoHighLevel.
• Number configuration: Verify that your phone numbers and dialer are correctly configured in the account settings.
• Notifications: Consider adding notifications or task views so agents do not miss pending manual calls.

You can compare your settings against the official documentation at this GoHighLevel manual call workflow guide.

Next Steps: Optimize Your GoHighLevel Workflows

Adding a manual call action is just one part of building effective automation. To get more from GoHighLevel, consider:

• Creating separate workflows for cold leads and warm leads, each with different manual call scripts.
• Using appointment booking steps immediately after successful calls.
• Tracking conversion metrics around the manual call step to refine timing and messaging.

For broader strategy, CRM architecture, and funnel optimization beyond GoHighLevel, you can explore expert resources and services at Consultevo.

By combining a well-structured workflow with a carefully configured manual call action, you ensure every important contact receives timely, personalized outreach through GoHighLevel while keeping your automation clean, trackable, and efficient.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`