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Documentation Index

Fetch the complete documentation index at: https://docs.sympana.com/llms.txt

Use this file to discover all available pages before exploring further.

Use this checklist to set up Sympana Connector from scratch. Complete each step in order.

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Phase 1: Install

Install Sympana Connector from the GHL Marketplace

Go to Settings → Integrations → Marketplace in GoHighLevel. Search for Sympana Connector and install it on your sub-account/location. Approve all requested permissions.

Open Sympana Connector

After installing, open the Sympana Connector app from your GHL sidebar or custom menu link. If you see “Installation Required,” click the install/reconnect button.

Verify your installation

You should see the Sympana dashboard with options for Retell, Vapi, or AnyReach. If the page loads, you’re installed.

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Phase 2: Connect your voice provider

Add your API key

Click Retell or Vapi in the Sympana dashboard. Enter your voice provider API key and save.

Verify agents load

After saving the API key, your available agents/assistants should appear in the dropdown. If they don’t, check that the API key is correct.

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Phase 3: Create a voice connection

Create a voice connection

Click Add Voice Connection. Fill in:
  • Connection name (e.g., “Sales Outbound Agent”)
  • Agent — select your voice AI agent
  • Phone number — select the number to call from

Link a GHL calendar (if using appointment functions)

Select a GHL calendar. Required for Book Appointment, Get Slots, and other appointment functions.

Enable functions

Click the functions your agent needs (Book Appointment, Get Contact, Update Contact Data, etc.). Blue checkmark = enabled.

Configure dynamic variables (optional)

Add variables if your agent prompt needs GHL contact data (name, email, custom fields).

Save and activate

Save the connection. Make sure the status shows Active.

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Phase 4: Create a messaging connection (optional)

Switch to Messaging tab

In the Sympana dashboard, switch to the Messaging tab.

Create a messaging connection

Click Add Messaging Connection. Select your messaging AI agent, configure Contact Access rules, and enable functions.

Configure human handoff

Set up handoff keywords so the AI knows when to stop and pass to a human.

Save

Save and activate the messaging connection.
See the full guide: Messaging Connection Setup

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Phase 5: Build GHL workflows

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Voice workflow

Create a new workflow in GHL

Go to Automation → Workflows → Create Workflow.

Add your enrollment trigger

Choose what starts the workflow (Contact Created, Tag Added, Form Submitted, etc.).

Add Place Call action

Search for Place Call under Sympana Connector. Select your voice connection.

Add Wait Until Calling Window (optional)

If calls should only happen during business hours, add this action BEFORE Place Call.

Publish

Publish the workflow.

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Post-call workflow

Create a second workflow

Create a new workflow for handling call results.

Add Call Completed trigger

Search for Call Completed under Sympana Connector.

Add follow-up actions

Use the call data to: send SMS, update contact, add tags, move pipeline stages, create tasks.

Publish

Publish the workflow.

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Messaging workflow

Create a messaging workflow

Create a new workflow.

Add Message Received trigger

Search for Message Received under Sympana Connector. Add channel filters if needed.

Add Send AI Message action

Select your messaging connection.

Publish

Publish the workflow.

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Phase 6: Test

Test voice

Create a test contact with your phone number. Trigger the workflow. Verify:
  • Call connects and agent responds
  • Functions work (ask to book an appointment)
  • Call Completed trigger fires (check second workflow)

Test messaging

Send a test inbound message to your GHL number. Verify:
  • Message Received trigger fires
  • AI responds through GHL Conversations
  • Handoff works when you say a handoff keyword

Go live

Once tests pass, you’re ready to run real contacts through your workflows.

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Quick reference

StepWhat to check
InstallSympana dashboard loads without errors
API keyAgents appear in the dropdown
Voice connectionStatus shows Active, functions have blue checkmarks
Messaging connectionStatus shows Active, Contact Access configured
Voice workflowCall connects, functions work, Call Completed fires
Messaging workflowAI responds to inbound messages
HandoffAI stops when handoff keyword is sent
If any step fails, check the Troubleshooting page before continuing to the next step.