Improve GHL Visibility for Warm/Live Transfers
S
Sebastian Aragon
Summary:
Improve visibility and consistency of warm/live transfer calls between the WAVV Dialer and GoHighLevel (GHL).
Current Behavior:
If a warm/live transfer is successful, the call:
- Does not appear in GHL conversation history or notes
- The recording is only available in the WAVV UI
If a transfer is unsuccessful, the call:
- Appears in GHL conversation history
- Has no recording available
Problem:
This behavior makes it difficult to:
- Track successful transfers inside GHL
- Audit calls and transfers consistently
- Perform QA and reporting without switching between systems
Requested Improvement:
- Log successful transfer calls in GHL conversation history and/or notes
- Include basic metadata at minimum (call duration, transfer status, timestamp, agent)
- Ideally, make the call recording accessible or referenced within GHL
Impact / Value:
- Better call tracking and reporting
- Improved QA and compliance workflows
- Reduced confusion for sales and support teams
- Stronger integration experience between WAVV and GHL
L
Lisa Daniel
Ditto. All of these that Sebastian mentioned used to work seamlessly in GHL, but for some reason it is now gone.