Adding a script to the EnrollHere platform helps agents streamline and simplify the process of selling plans. The script guides agents through each stage of the call, ensuring they remain compliant, cover all disclosures, and collect all required client information efficiently.
Benefits of Using Scripts
✅ Structured Sales Flow: Provides a clear, step-by-step conversation path—from introduction to qualification, plan recommendation, and enrollment.
✅ Compliance: Built-in prompts help agents meet CMS and legal requirements.
✅ Data Collection: Capture fields (text inputs, phone, address, checkboxes, and more) write information straight back to the lead and call record.
✅ Efficiency: Keeps calls focused, reduces guesswork, and improves conversion rates.
✅ Customer Experience: Ensures consistent, professional, and confident communication.
Accessing the Scripts Tool
Log in to the Dialer.
From the main menu, go to Call Routing > Scripts.
Creating a New Script
Click Add a Script (or Create, if no scripts exist).
Enter a name for your new script.
Click Create Script to open the script builder.
Copying an Existing Script
If you need to duplicate a script to make edits without altering the original:
Go to Call Routing > Scripts.
You will see a list of all existing scripts.
Click the Copy button next to the script you want to duplicate.
A confirmation message will appear:
Are you sure you want to duplicate "Script A"?
This allows you to confirm you are copying the correct script.Click Yes to confirm.
A duplicate will be created automatically. The new script will have the same name with "copy" appended.
Example:
Original: Script A
Duplicate: Script A copy
📌 After copying, rename the script if needed to clearly distinguish versions (e.g., "Test v2" or "Test – 2026 Update").
Choosing a Script Type: Editor vs. Embed
When you open a script, you can choose how it is built:
Editor (default)
The visual flow builder where you add question nodes and connect them into a conversation flow. This is what the rest of this guide covers.
Embed
Instead of building nodes, you can paste a single embed or <iframe> tag from a supported form provider. The form is then rendered for the agent during the call.
Supported providers:
Cognito Forms
JotForm
Typeform
GoHighLevel
📌 After pasting your embed code, use the Preview button to confirm it displays correctly before saving.
Building Your Script (Editor Mode)
1. Add Nodes to the Canvas
Click Add Question to add a step to your script. Each step is a node on the canvas, and you connect nodes together to control the call flow.
Start by connecting your first node to the Start node.
2. Choose the Right Node Type
Each node can be one of several types, depending on what you need the agent to do or collect:
Node Type | What it does |
Regular | A statement or read-aloud line of script with answer buttons. |
Radio | Single-choice selection. |
Checkbox | Multi-select options; selections can be written back to the lead. |
Text | One or more labeled input fields. Each field can be marked Required and mapped to a capture variable. |
Number | A numeric input. |
Phone Number | A validated phone number input. |
Address | An address field with Google address autocomplete. |
Webhook | Calls an external API and can route the call based on the response. |
Open Link | Opens a URL in a new tab, with variables filled in automatically. |
Image | Upload and display an image (JPEG, PNG, or SVG) to the agent. |
Appointment | Books a field appointment based on the consumer's zip code; the flow continues based on Booked or Skip. |
📌 A multi-select option may appear in the menu but is not yet available in the builder.
3. Customize Each Node
Click the Edit icon beside a node.
Enter your script text or question.
Add answer options (e.g., "Yes," "No") to control call flow.
Configure any type-specific settings (input fields, options, webhook URL, image, etc.).
Click Save & Close when finished.
4. Format Your Text
The text editor supports rich formatting so your script reads clearly:
Bold, italic, underline, and strikethrough
Headings (H1–H6)
Text color and background color
5. Use Variables for Dynamic Info
There are three ways to make your script dynamic:
a. Inserted variables. Use the variable menu to drop in consumer or agent details, which auto-fill from the lead at call time:
Consumer: First Name, Last Name, Email, Phone, Street, City, State, Zip, Date of Birth (Day / Month / Year)
Agent: First Name, Last Name, Email, Phone
b. Custom placeholders. Use the curly-brace field syntax to pull any lead field by name (for example, consumer.firstName).
c. Capture variables. Text fields and Checkbox options can save what the agent enters back to the lead and call record. The variable name must start with custom_ and use only lowercase letters and underscores (e.g., custom_current_carrier).
6. Mark Required Fields
Individual Text fields can be marked Required. Agents will not be able to advance past that node until all required fields are filled in.
7. Connect Outcomes and Paths
Use the green connector dots to create logical flows between nodes.
Branching is driven by each answer's outgoing connection—drag a wire from an answer to the next node it should lead to.
Webhook nodes can branch based on criteria in the API response.
Appointment nodes branch based on whether the appointment was Booked or Skipped.
You can set conditional paths (e.g., if a client shops for themselves vs. someone else).
8. Copying and Formatting Content
Keep your source script open for reference.
Use Ctrl+C to copy and Ctrl+Shift+V to paste without formatting.
9. Save Frequently
Save after completing each section to prevent losing progress.
10. Test the Script
Use the Simulator Tool to test the script as if you were an agent.
Verify that all pathways and responses work properly.
📌 Simulator notes: Inserted variables display as placeholders (they are not filled with real lead data in the simulator). Webhook and Open Link steps are skipped when their URL contains variables.
11. Final Review
Check for formatting, clarity, and completeness.
Ensure all variables, capture fields, and connections work properly.
Assigning a Script
Scripts can be assigned in several places. Wherever you assign one, the script automatically loads when agents handle the relevant calls.
To a Queue
Go to Call Routing > Queues.
Select the queue where you want the script applied.
Toggle Use Script to enable it.
Choose your script from the dropdown list.
📌 A blank script cannot be assigned to a queue. Add content to the script first.
To a Campaign
Open the campaign's settings, toggle Use Script, and choose your script from the dropdown.
As an Agency Default
You can set a default script at the agency level so it applies broadly unless overridden by a queue or campaign.
Cautionary Notes
Ensure all variables (e.g., client name, agent name) are properly linked.
For capture variables, remember the
custom_naming rule.Always test the script after changes.
Update scripts regularly based on agent feedback or compliance updates.
Tips for Efficiency
Use the Simulator Tool often to preview flow.
Maintain a script checklist for common elements (e.g., disclaimers, verification lines).
Use clear, descriptive node titles to group flow stages (Introduction, Qualification, Disclosures, Enrollment, Courtesy Close).
Keep script text short and conversational for natural delivery.
Training Resource
🎥 Watch the full Loom walkthrough:
https://loom.com/share/0997b6530a444a1a8f0b69cab7f70054