Implementation-Ready

TELEGENT AI
Integration Specification

Complete field-level documentation for every form, assessment, calculator, dashboard, and workflow in the Sales Operating System. This document defines the exact data contracts for GoHighLevel, n8n, Twilio, Zoom, Stripe, Google Calendar, Outlook Calendar, and OpenAI integrations.

46 CRM Fields Mapped| 8 Integration Services| 9 Workflow Specifications

1. CRM Field Mapping (46 fields)2. Workflow Integration Specifications 3. GoHighLevel Pipeline Stages 4. Representative Assignment Logic 5. Email Trigger Templates 6. SMS Trigger Templates 7. Calendar & Zoom Meeting Specs 8. n8n Webhook Endpoints 9. OpenAI Analysis Contexts 10. Stripe Price IDs 11. Tag Generation Algorithm 12. Endpoint Connection Points

1. CRM Field Mapping

Every field captured by TELEGENT AI workflows and their destination in GoHighLevel, Salesforce, and HubSpot. These 46 fields define the complete data contract for CRM synchronization.

Field Name	Type	GoHighLevel	Salesforce	HubSpot	Source Workflows
firstName	string	contact.first_name	Contact.FirstName	firstname	All workflows
lastName	string	contact.last_name	Contact.LastName	lastname	All workflows
email	string	contact.email	Contact.Email	email	All workflows
phone	string	contact.phone	Contact.Phone	phone	All workflows
companyName	string	contact.company_name	Account.Name	company	All workflows
assessment_type	string	contact.custom_field.assessment_type	Contact.assessment_type__c	assessment_type	Revenue Recovery Assessment, Automation Readiness, Business Discovery, AI Consultant, ROI Calculator
lead_score	number	contact.custom_field.lead_score	Contact.lead_score__c	lead_score	Revenue Recovery Assessment, Automation Readiness, Business Discovery, AI Consultant, SmartQuote
opportunity_score	number	contact.custom_field.opportunity_score	Contact.opportunity_score__c	opportunity_score	Revenue Recovery Assessment, AI Consultant, SmartQuote
automation_readiness	number	contact.custom_field.automation_readiness	Contact.automation_readiness__c	automation_readiness	Automation Readiness, AI Consultant, SmartQuote
revenue_recovery_score	number	contact.custom_field.revenue_recovery_score	Contact.revenue_recovery_score__c	revenue_recovery_score	Revenue Recovery Assessment, Revenue Recovery Dashboard
lead_leakage_score	number	contact.custom_field.lead_leakage_score	Contact.lead_leakage_score__c	lead_leakage_score	Revenue Recovery Assessment, Revenue Recovery Dashboard
revenue_at_risk_monthly	number	contact.custom_field.revenue_at_risk_monthly	Opportunity.revenue_at_risk_monthly__c	revenue_at_risk_monthly	Revenue Recovery Assessment, Revenue Recovery Dashboard, AI Consultant, SmartQuote
revenue_at_risk_annual	number	contact.custom_field.revenue_at_risk_annual	Opportunity.revenue_at_risk_annual__c	revenue_at_risk_annual	Revenue Recovery Assessment, Revenue Recovery Dashboard, AI Consultant, SmartQuote
recovery_opportunity_monthly	number	contact.custom_field.recovery_opportunity_monthly	Opportunity.recovery_opportunity_monthly__c	recovery_opportunity_monthly	Revenue Recovery Assessment, Revenue Recovery Dashboard, AI Consultant, SmartQuote
recovery_opportunity_annual	number	contact.custom_field.recovery_opportunity_annual	Opportunity.recovery_opportunity_annual__c	recovery_opportunity_annual	Revenue Recovery Assessment, Revenue Recovery Dashboard, AI Consultant, SmartQuote
industry	string	contact.custom_field.industry	Account.Industry	industry	All assessment workflows
monthly_leads	string	contact.custom_field.monthly_leads	Contact.monthly_leads__c	monthly_leads	All assessment workflows
avg_customer_value	string	contact.custom_field.avg_customer_value	Contact.avg_customer_value__c	avg_customer_value	All assessment workflows
current_system	string	contact.custom_field.current_system	Contact.current_system__c	current_system	Revenue Recovery Assessment, Automation Readiness, AI Consultant
biggest_challenge	string	contact.custom_field.biggest_challenge	Contact.biggest_challenge__c	biggest_challenge	All assessment workflows
recommended_tier	string	contact.custom_field.recommended_tier	Opportunity.recommended_tier__c	recommended_tier	Revenue Recovery Assessment, SmartQuote, AI Consultant
appointment_date	date	contact.custom_field.appointment_date	Event.StartDateTime	meeting_date	Appointment Scheduling
appointment_type	string	contact.custom_field.appointment_type	Event.Type	meeting_type	Appointment Scheduling
assigned_representative	string	contact.custom_field.assigned_representative	Opportunity.OwnerId	hubspot_owner_id	Revenue Recovery Assessment, AI Consultant, SmartQuote
tags	array	contact.tags	Contact.Tag_List__c	hs_tags	All workflows

2. Workflow Integration Specifications

For each frontend workflow, this defines exactly which services are triggered, what data payloads are sent, and which email/SMS templates fire.

Revenue Recovery Assessment

/revenue-recovery-auditForm: IDIR3UIHXVv83LHFaXUyj

Open page

Integration Triggers

GoHighLevel

SMS—

Zoom—

Calendar—

n8n

OpenAI

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustrymonthly_leadsavg_customer_valuecurrent_systembiggest_challengerevenue_recovery_scorerevenue_at_risk_monthlyrecovery_opportunity_annuallead_score

Email Templates

assessment_confirmation
assessment_results

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

revenue-recovery-audit-processor

OpenAI Analysis Context

Analyze this assessment and generate a narrative executive summary with key insights and recommended next steps.

AI Consultant Assessment

/ai-consultantForm: 2T3Rk2Ws7wbPypOjuWqGg

Open page

Integration Triggers

GoHighLevel

SMS

Zoom—

Calendar—

n8n

OpenAI—

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustrymonthly_leadscurrent_systembiggest_challengebusiness_goalstimelinebudgetautomation_readinessrevenue_recovery_scorelead_scoreopportunity_scoreassigned_representative

Email Templates

assessment_confirmation
assessment_results
rep_assignment

SMS Templates

assessment_follow_up

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

ai-consultant-processor

OpenAI Analysis Context

N/A

Business Discovery Assessment

/interactive-discovery-sessionForm: RMMmQRDhDZoZRNhzM4yTG

Open page

Integration Triggers

GoHighLevel

SMS—

Zoom—

Calendar—

n8n

OpenAI

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustrynum_locationsmonthly_leadsavg_customer_valuecurrent_crmbiggest_challengebusiness_goalstimelinebudgetautomation_readinessrevenue_recovery_scorelead_leakage_score

Email Templates

assessment_confirmation
assessment_results

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

discovery-session-processor

OpenAI Analysis Context

Generate a personalized executive summary and recommended solution package based on this discovery session data.

Industry ROI Calculator

/roi-calculatorForm: PgZQf3cMiytuAYtdJx-ar

Open page

Integration Triggers

GoHighLevel

SMS—

Zoom—

Calendar—

n8n—

OpenAI—

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustrymonthly_leadsavg_customer_valuerevenue_at_risk_monthlyrecovery_opportunity_annualrecommended_tier

Email Templates

roi_report

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

N/A

OpenAI Analysis Context

N/A

SmartQuote / Proposal Preparation

/smartquoteForm: PgZQf3cMiytuAYtdJx-ar

Open page

Integration Triggers

GoHighLevel

SMS—

Zoom—

Calendar—

n8n

OpenAI

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustrymonthly_leadsavg_customer_valuecurrent_systembiggest_challengerecommended_tierrevenue_recovery_scorerevenue_at_risk_annualrecovery_opportunity_annuallead_scoreopportunity_scoreassigned_representative

Email Templates

proposal_sent
proposal_follow_up

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

smartquote-processor

OpenAI Analysis Context

Generate the full executive proposal document using this SmartQuote data. Include executive summary, revenue opportunity analysis, recommended solution, investment summary, and implementation plan.

Representative Dashboard

/representative-dashboardForm: Qr2HnkHfO6-w0RgADiNf-

Open page

Integration Triggers

GoHighLevel—

Email—

SMS—

Zoom—

Calendar—

n8n—

OpenAI—

CRM Fields Sent

No CRM fields

Email Templates

No email templates

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

N/A

OpenAI Analysis Context

N/A

Appointment Scheduling

/appointment-schedulerForm: _giWMEX8V7ks0EzKBrVvc

Open page

Integration Triggers

GoHighLevel

SMS

Zoom

Calendar

n8n

OpenAI—

CRM Fields Sent

firstNamelastNameemailphonecompanyNameindustryappointment_dateappointment_type

Email Templates

meeting_confirmation
meeting_reminder_24h
meeting_reminder_1h

SMS Templates

booking_confirmation
appointment_reminder
missed_appointment_recovery

Zoom & Calendar

Zoom: TELEGENT AI {appointment_type} — {contact_name}

Calendar: TELEGENT AI {appointment_type} with {contact_name} from {company_name}

n8n Workflow

appointment-scheduler-processor

OpenAI Analysis Context

N/A

Sales Operating System

/sales-osForm: 1FvA92LcIyoogzcA6ynAu

Open page

Integration Triggers

GoHighLevel

Email—

SMS—

Zoom—

Calendar—

n8n—

OpenAI—

CRM Fields Sent

firstNamelastNameemailphonecompanyName

Email Templates

No email templates

SMS Templates

No SMS templates

Zoom & Calendar

No Zoom/Calendar triggers

n8n Workflow

N/A

OpenAI Analysis Context

N/A

3. GoHighLevel Pipeline Stages

Contacts progress through these stages. The pipeline stage is set on the CRM opportunity based on assessment scores and workflow context.

New Lead

Default on first submission

10%

Assessment Started

Assessment form started

25%

Assessment Completed

Assessment submitted & scored

40%

Discovery Scheduled

Appointment booked

55%

Discovery Completed

Discovery session held

65%

Proposal Sent

SmartQuote proposal delivered

75%

Negotiation

Active negotiation

85%

Won

Contract signed

100%

Lost

Closed lost

Stage Progression Rules

New Lead → Assessment Started: Triggered when any assessment form is partially submitted or when the AI Consultant chat begins.
Assessment Started → Assessment Completed: Triggered when an assessment form is fully submitted with scores calculated.
Assessment Completed → Discovery Scheduled: Triggered when an appointment is booked via the Appointment Scheduler.
Discovery Scheduled → Proposal Sent: Triggered when a SmartQuote proposal is generated and delivered.
Auto-advance rules: Contacts with leadScore ≥ 80 skip directly to Discovery Scheduled. Contacts with opportunityLevel "Critical" are prioritized for same-day follow-up.

4. Representative Assignment Logic

The rep assignment function routeToRep() in app/lib/integration/field-maps.ts determines which representative is assigned based on industry specialization and opportunity size.

Industry Specialist Map

behavioral-health

• Dr. Sarah Chen — VP, Behavioral Health Solutions
• Marcus Rivera — Director, Healthcare Revenue Ops

sober-living

• Dr. Sarah Chen — VP, Behavioral Health Solutions

home-healthcare

• Jennifer Park — VP, Home Healthcare Solutions

default

• Jennifer Park — Director, Revenue Operations (Generalist)

Assignment Rules

Rule 1 — Industry Specialist First

If the contact's industry matches a specialist, they get the specialist.

Rule 2 — Load Balancing

If multiple specialists match, the first available is selected. In production, n8n or a backend service reads rep workload counts to balance.

Rule 3 — Opportunity Size Threshold

Enterprise-tier leads ($50K+ annual opportunity) always get the VP-level specialist regardless of industry.

Rule 4 — Fallback

Jennifer Park (Director, Revenue Operations) is the default for all unmatched industries.

5. Email Trigger Templates

These templates are triggered via the form submission workflow. Template variables are populated from assessment data and contact fields. Templates map to GoHighLevel email templates or n8n email nodes.

assessment_confirmation

Your {{assessment_type}} Results — TELEGENT AI

Sent immediately after any assessment is completed. Includes a summary of scores and a CTA to schedule a strategy session.

Revenue Recovery AuditAI ConsultantInteractive Discovery

assessment_results

Your {{assessment_type}} — Detailed Analysis & Next Steps

Follow-up email with full score breakdown, opportunity analysis, and recommended next steps. Sent 1 hour after confirmation.

Revenue Recovery AuditAI ConsultantInteractive Discovery

rep_assignment

{{assigned_representative}} will be your TELEGENT AI contact

Notifies the prospect who their assigned rep is, includes the rep's Calendly link, and sets expectations for the discovery call.

AI Consultant

roi_report

Your Revenue Recovery ROI Report — {{industry}}

Delivers the ROI Calculator report with projected savings, revenue recovery estimates, and solution recommendations.

ROI Calculator

proposal_sent

Your SmartQuote Proposal is Ready — {{company_name}}

Notifies the prospect that their SmartQuote executive proposal is ready. Includes a link to view/download the proposal.

SmartQuote

proposal_follow_up

Following up on your SmartQuote proposal

Sent 3 days after the proposal is delivered. Asks if they have questions and offers a proposal review call.

SmartQuote

meeting_confirmation

Confirmed: {{appointment_type}} on {{appointment_date}}

Confirmation email with calendar invite (.ics), Zoom link, and preparation instructions.

Appointment Scheduler

meeting_reminder_24h

Reminder: {{appointment_type}} tomorrow at {{appointment_time}}

24-hour reminder with Zoom link and agenda.

Appointment Scheduler

meeting_reminder_1h

Your {{appointment_type}} starts in 1 hour

1-hour reminder with quick-join Zoom link.

Appointment Scheduler

follow_up

Checking in — {{prospect_name}} from {{company_name}}

Post-meeting follow-up sent 2 days after a discovery call or proposal review.

Revenue Recovery AuditAI Consultant

nurture

Revenue insights for {{company_name}}

Nurture sequence email with industry-specific revenue benchmarks and tips.

All

contract_won

Welcome to TELEGENT AI — Next Steps

Onboarding kickoff email sent when a deal is marked Won. Includes implementation timeline and onboarding form link.

N/A (CRM event)

onboarding

Your TELEGENT AI Onboarding — Week 1

First onboarding email with platform access instructions, integration setup guide, and training calendar link.

N/A (CRM event)

6. SMS Trigger Templates

SMS notifications via Twilio. These fire alongside email notifications for time-sensitive communications. Templates include merge fields that are populated from contact and assessment data.

booking_confirmation

TELEGENT AI: {{appointment_type}} confirmed for {{appointment_date}} at {{appointment_time}}. Reply YES to confirm or RESCHEDULE to change. Zoom: {{zoom_link}}

Appointment Scheduler

appointment_reminder

TELEGENT AI Reminder: Your {{appointment_type}} is tomorrow at {{appointment_time}}. Zoom: {{zoom_link}}

Appointment Scheduler

missed_appointment_recovery

TELEGENT AI: We missed you at your {{appointment_type}}. Would you like to reschedule? Reply YES and we'll send options.

Appointment Scheduler

assessment_follow_up

TELEGENT AI: {{prospect_name}}, your {{assessment_type}} results are ready. Check your email for actionable insights + next steps.

AI Consultant

nurture_campaign

TELEGENT AI Insight: Organizations in {{industry}} recover an average of {{recovery_benchmark}}% of missed revenue opportunities. Want your score? {{assessment_link}}

All

7. Calendar & Zoom Meeting Specifications

Appointment creation specs for Zoom meeting generation and Google/Outlook calendar event creation.

Zoom Meeting Creation

TopicTELEGENT AI {appointment_type} — {contact_name}

Duration{duration} minutes

HostDefault Host (configurable)

Timezone{timezone}

Meeting Settings

• joinBeforeHost: false
• waitingRoom: true
• autoRecording: cloud
• muteUponEntry: true

Calendar Event Creation

Provider{calendar_provider} (google | outlook)

Attendees{attendees[]} + rep

SummaryTELEGENT AI {appointment_type} with {contact_name} from {company_name}

LocationZoom (join URL injected)

Appointment Types & Durations

• Revenue Recovery Strategy Session — 45 min
• Discovery Call — 30 min
• Live Platform Demo — 60 min
• Platform Assessment — 60 min
• Executive Consultation — 90 min
• Proposal Review — 30 min
• Implementation Kickoff — 60 min

8. n8n Webhook Endpoints

When n8n is connected, each workflow fires a webhook to the corresponding n8n workflow ID. The webhook receives the full form payload. n8n handles multi-step automation (CRM enrichment, email sequencing, Slack notifications, etc.).

Workflow ID	Webhook URL	Trigger	Payload
`revenue-recovery-audit-processor`	`{n8n_base_url}/webhook/revenue-recovery-audit-processor`	Revenue Recovery Assessment Submission	Full form data + scores + tags
`ai-consultant-processor`	`{n8n_base_url}/webhook/ai-consultant-processor`	AI Consultant Assessment Submission	Full form data + scores + tags
`discovery-session-processor`	`{n8n_base_url}/webhook/discovery-session-processor`	Business Discovery Assessment Submission	Full form data + scores + tags
`smartquote-processor`	`{n8n_base_url}/webhook/smartquote-processor`	SmartQuote / Proposal Preparation Submission	Full form data + scores + tags
`appointment-scheduler-processor`	`{n8n_base_url}/webhook/appointment-scheduler-processor`	Appointment Scheduling Submission	Full form data + scores + tags

9. OpenAI Analysis Contexts

When connected, OpenAI receives the assessment data and these prompt contexts to generate executive summaries, personalized recommendations, and narrative reports.

Revenue Recovery Assessment

Model: gpt-4-turbo

System Prompt Context

Analyze this assessment and generate a narrative executive summary with key insights and recommended next steps.

Business Discovery Assessment

Model: gpt-4-turbo

System Prompt Context

Generate a personalized executive summary and recommended solution package based on this discovery session data.

SmartQuote / Proposal Preparation

Model: gpt-4-turbo

System Prompt Context

Generate the full executive proposal document using this SmartQuote data. Include executive summary, revenue opportunity analysis, recommended solution, investment summary, and implementation plan.

10. Stripe Integration Points

Stripe is used for proposal acceptance. Price IDs are mapped to prescribed operating system configurations and stored in the IntegrationConfig.

Tier	Price ID Key	Operating System Configuration	MRR Range	Target Segment
Enterprise	`priceIds.enterprise_monthly`	$15,000–$25,000	$2,500–$5,000+	Multi-location orgs, 500+ leads/month
Growth	`priceIds.growth_monthly`	$5,000–$12,000	$1,000–$2,500	Growing SMBs, 100–500 leads/month
Starter	`priceIds.starter_monthly`	$2,500–$5,000	$500–$1,000	Small businesses, <100 leads/month
Behavioral Health & Recovery Platform	`priceIds.bh_recovery_monthly`	$12,000–$25,000	$2,000–$5,000+	Behavioral health orgs, multi-location

11. Tag Generation Algorithm

The generateTags() function produces CRM tags that enable segmentation, automation triggers, and lead scoring in GoHighLevel.

Function Signature

generateTags(
  industry: string,
  opportunityLevel: string,
  operatingSystem: string,
  leadScore: number
): string[]

Generated Tags (always 5)

industry:{value}— e.g. behavioral-health, home-healthcare

opportunity:{value}— critical, high, medium, low

tier:{value}— enterprise, growth, starter, behavioral-health-recovery-platform

lead:{hot|warm|cold}— hot ≥ 80, warm ≥ 60, cold < 60

source:telegentai-website— static, always appended

12. Endpoint Connection Points

When backend services are connected, these are the exact API endpoints and authentication methods required. The IntegrationConfig interface in types.ts defines the configuration shape for each service.

GoHighLevel

POST

https://rest.gohighlevel.com/v1/contacts/API Key (Bearer)

POST

https://rest.gohighlevel.com/v1/contacts/{id}/tags/API Key (Bearer)

PUT

https://rest.gohighlevel.com/v1/pipelines/opportunities/{id}API Key (Bearer)

Twilio

POST

https://api.twilio.com/2010-04-01/Accounts/{sid}/Messages.jsonBasic Auth (SID + Token)

Zoom

POST

https://api.zoom.us/v2/users/{hostId}/meetingsOAuth 2.0 (Server-to-Server)

Google Calendar

POST

https://www.googleapis.com/calendar/v3/calendars/{id}/eventsOAuth 2.0 (Service Account)

Outlook Calendar

POST

https://graph.microsoft.com/v1.0/users/{id}/calendar/eventsOAuth 2.0 (Application)

OpenAI

POST

https://api.openai.com/v1/chat/completionsAPI Key (Bearer)

n8n

POST

{baseUrl}/webhook/{workflowId}Webhook (no auth, or header token)

Stripe

POST

https://api.stripe.com/v1/checkout/sessionsSecret Key (Bearer)

POST

https://api.stripe.com/v1/pricesSecret Key (Bearer)

Ready to connect your stack?

This specification document is implementation-ready. When your backend services are provisioned, the integration points defined here map directly to GoHighLevel, Twilio, Zoom, Calendar, n8n, OpenAI, and Stripe APIs. No frontend changes required.

View Integrations Page Sales Operating System

TELEGENT AIIntegration Specification

Table of Contents

1. CRM Field Mapping

2. Workflow Integration Specifications

Revenue Recovery Assessment

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

AI Consultant Assessment

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

Business Discovery Assessment

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

Industry ROI Calculator

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

SmartQuote / Proposal Preparation

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

Representative Dashboard

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

Appointment Scheduling

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

Sales Operating System

Integration Triggers

CRM Fields Sent

Email Templates

SMS Templates

Zoom & Calendar

n8n Workflow

OpenAI Analysis Context

3. GoHighLevel Pipeline Stages

Stage Progression Rules

4. Representative Assignment Logic

Industry Specialist Map

Assignment Rules

5. Email Trigger Templates

6. SMS Trigger Templates

7. Calendar & Zoom Meeting Specifications

Zoom Meeting Creation

Calendar Event Creation

8. n8n Webhook Endpoints

9. OpenAI Analysis Contexts

TELEGENT AI
Integration Specification