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.
Phase 2: Connect your voice provider
If you do not have a provider account yet, sign up first:Retell: Use this Retell link. Sign up through this link: RetellAI.comVapi: Use this Vapi link. Sign up through this link: Vapi.ai
Add your API key
Click Retell or Vapi in the Sympana dashboard. Enter your voice provider API key and save.If you still need a provider account, use the matching signup link above before you paste an API key.
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.
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.
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.
Phase 5: Build GHL workflows
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.
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.
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.
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.