TELEGENT AI
Integration Readiness Dashboard

Platform Integration Hub

Centralized monitoring, configuration, and field mapping for all current and future platform integrations. Prepare every connection point for production.

0
Connected
7
Need Setup
15
Total
Connected
0
Not Connected
8
Pending Setup
5
Config Required
2
Error
0

Integration Status

Full administrative view — all integrations, event triggers, and field mappings

Event Triggers & Workflows

Cross-integration event triggers that fire when specific platform events occur. Each trigger defines source, targets, and payload schema.

Lead Captured → CRM

Config Required

When a lead is captured via form or AI call, create/update contact and opportunity in GHL.

Web Form / AI VoiceGoHighLevel CRM
contact.namecontact.emailcontact.phonecontact.sourceopportunity.valueopportunity.stage

Meeting Booked → Calendars

Pending Setup

On appointment booking, create calendar event with Zoom link and notify all attendees.

SchedulerGoogle CalendarOutlook Calendar
event.titleevent.startevent.endevent.attendeesevent.zoom_linkevent.location

Zoom Meeting Created

Not Connected

Generate Zoom meeting with correct settings and inject join link into calendar event.

Scheduler / APIZoom
meeting.topicmeeting.start_timemeeting.durationmeeting.join_urlmeeting.password

Call Completed → AI Analysis

Pending Setup

When a call completes, send recording/transcript for AI analysis, Business Impact scoring, and CRM update.

Twilio VoiceOpenAIAnthropic Claude
call.recording_urlcall.transcriptcall.durationcall.directioncall.fromcall.to

AI Analysis → CRM Update

Config Required

AI analysis results update opportunity stage, add tags, create tasks, and set follow-up reminders.

OpenAI / AnthropicGoHighLevel CRM
analysis.sentimentanalysis.urgencyanalysis.rri_scoreanalysis.recommended_actionanalysis.summary

SMS Follow-Up Triggered

Pending Setup

Automated SMS follow-up sent based on trigger rules (missed call, post-meeting, renewal reminder).

Workflow EngineTwilio SMS
sms.tosms.bodysms.media_urlsms.messaging_service_sid

Payment Received → CRM + Email

Not Connected

On successful payment, update CRM opportunity to Closed-Won, send receipt, trigger onboarding.

Stripe WebhookGoHighLevel CRMEmail Platform
payment.amountpayment.invoice_idpayment.customer_idpayment.statuspayment.receipt_url

Pipeline Stage Change → Notifications

Config Required

When an opportunity moves stages, notify assigned rep, update client portal, trigger next action.

GoHighLevel CRMEmail PlatformTwilio SMS
opportunity.idopportunity.stage_fromopportunity.stage_toopportunity.assigned_toopportunity.value

Executive Briefing Scheduled

Not Connected

Daily executive briefing compiled from all integrations and delivered at configured time.

n8n CronEmail PlatformGoHighLevel CRM
briefing.datebriefing.metricsbriefing.rep_performancebriefing.pipeline_summarybriefing.revenue_forecast

Reminder Workflow → Multi-Channel

Pending Setup

Multi-channel reminders (email + SMS) sent at configurable intervals before appointments.

n8n WorkflowEmail PlatformTwilio SMS
reminder.appointment_idreminder.time_untilreminder.channelreminder.template_id

Field Mappings & Data Transformations

Complete field-level mapping between platform integrations. Defines source→target transformations, data types, and requirements.

Source FieldSource IntegrationTarget FieldTarget IntegrationTransformRequiredStatus
contact.first_nameWeb Form / AI Voicefirst_nameGoHighLevel CRMDirect mapRequiredConfig Required
contact.emailWeb Form / AI VoiceemailGoHighLevel CRMDirect map + validationRequiredConfig Required
contact.phoneWeb Form / AI VoicephoneGoHighLevel CRME.164 format normalizationRequiredConfig Required
contact.sourceWeb Form / AI Voicecustom_field.sourceGoHighLevel CRMMap to source enum valuesRequiredConfig Required
assessment.rri_scoreRevenue Recovery Auditcustom_field.rri_scoreGoHighLevel CRMNumeric 0-100 scaleOptionalConfig Required
assessment.estimated_revenueRevenue Recovery Auditopportunity.valueGoHighLevel CRMCurrency format to numeric centsOptionalConfig Required
meeting.start_timeSchedulerevent.start.dateTimeGoogle CalendarISO 8601 with timezoneRequiredPending Setup
meeting.zoom_linkZoom APIevent.locationGoogle CalendarInject as location fieldOptionalNot Connected
call.recording_urlTwilio Voicetranscription.audio_urlOpenAI / AnthropicSigned URL with TTLOptionalPending Setup
ai.transcript_summaryOpenAI / Anthropiccustom_field.call_summaryGoHighLevel CRMTruncate to 5000 charsOptionalConfig Required
payment.invoice_idStripecustom_field.invoice_idGoHighLevel CRMDirect mapOptionalNot Connected
pipeline.stageGoHighLevel CRMopportunity.stageClient PortalStage name normalizationRequiredConfig Required
rep.statusGoHighLevel CRMavailability.statusGoogle Calendar / OutlookBoolean mappingOptionalPending Setup
n8n.workflow_resultn8ncustom_field.automation_logGoHighLevel CRMJSON to string serializationOptionalNot Connected
email.template_idEmail Platformmessage.templateTwilio SMSTemplate cross-reference lookupOptionalConfig Required
TELEGENT AI
Business Consultant
TELEGENT AI
Welcome. I'm your TELEGENT AI business consultant — I specialize in helping organizations identify where automation can recover revenue, reduce operational drag, and accelerate growth.

Here's what I can do for you in the next few minutes:

• Revenue Recovery Assessment — quantify how much revenue you're losing to missed calls, slow response times, and operational gaps
• Automation Readiness Diagnostic — evaluate where intelligent automation would deliver the highest ROI in your organization
• Solution Recommendation — based on your size, industry, and goals, I'll recommend the right TELEGENT engagement tier
• Industry-Specific Analysis — tailored insights for your vertical (healthcare, real estate, legal, professional services, and more)

All conversations are confidential and diagnostic in nature. Where would you like to start?
Confidential Diagnostic No obligation