1. Set Call Cap Rules
Manage how many calls your agents or agency can make using call caps.
2. Configure Script Settings
Control which scripts agents see during outbound calls.
By default, agents see the default script if they aren’t assigned to a queue.
Queue-based scripts take priority and appear first when agents are in a queue.
3. Manage Blocked Leads
Use this setting to prevent specific leads from being contacted again.
4. Agent Number Settings
Control how agent phone numbers are assigned and managed.
Agent Can Use Own Number – Allows agents to use their personal or assigned number for outbound dialing.
Agent Can Claim Number – Lets agents claim an available number from your number pool.
Auto Assign Number to Agent – Automatically assigns a number to each agent upon setup.
Auto Claim Region – Ensures agents automatically receive a number that matches their assigned region.
Caller ID Settings
Manage how caller ID is presented on outbound calls.
Enable Caller ID (CNAM) – Registers your business name against your outbound numbers so it can appear alongside the number where the receiving carrier supports it.
What CNAM does not do: the name is not sent with the call. The receiving carrier looks it up from a shared database, and many mobile carriers skip that lookup entirely, so a business name that shows on a landline may not show on a cell phone. CNAM does not display individual agent names.
5. Add Custom Fields
Create personalized data fields to capture more information from incoming leads.
Click Add Field.
In Field Name, enter the name you want for the field.
Example: Carrier Plan
In the Variable section, enter the same field name using camelCase.
Camel case is a programming convention where words are joined without spaces, and each new word starts with a capital letter (like
myVariableName), making it easier to read and use in workflows or automations.Example: carrierPlan
For Field Type, choose the type of input you want agents to enter: Text, Number, or Boolean (a yes/no toggle), depending on the data you need to collect.
Once finished, scroll down and click Save.
A few things to know about custom fields:
The Variable locks after the first save. The merge key cannot be changed once the field has been saved, so scripts, imports, and exports that already reference it keep working.
Agent access is per field. You control which agents can see and edit each custom field.
They flow into lead import. Custom fields you add here appear in the Lead Import field mapping alongside the standard fields, so your custom data comes in on the same import instead of needing a second pass.
6. Add Custom Buttons
Add action-based buttons that appear on lead profiles.
Click Add Button.
In Title, enter the name you want for the Button.
Example: GoGuru (GHL) Profile
In the URL section, enter the URL you want the button to route to.
Once finished, scroll down and click Save.
7. Create Talk Buttons
Talk buttons play pre-set audio during live calls.
Favorite buttons appear directly on the main call interface.
Other buttons are available from a dropdown menu.
Click Add Button, choose a title, and either:
Type a message to be read aloud by AI, or
Upload your own custom audio.
📌 Tip: Use Talk Buttons for disclosures, reminders, or branded messaging during calls.
8. Reset Agent Call Caps
Reset all call caps for agents in your agency.
📌 Use this when you need to refresh or clear all existing cap limits at once.