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Who this is for

This playbook is for agencies that:
  • Run outbound lead follow-up for multiple clients
  • Need clean separation by client (billing, credits, reporting)
  • Want to avoid adding extra platforms (middleware costs + complexity)

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The client concern this solves

A common objection to outbound automation stacks is:
  • “I don’t want to pay for Knotie and another automation platform.”
With Knotie’s native GHL webhook support, you can often remove the “middleware” layer that was previously used only for payload shaping.

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What you’ll build

A repeatable client delivery process:
  1. Onboard a client as a Customer
  2. Import a phone number (Twilio or Retell)
  3. Assign a voice agent to that number with Outbound enabled
  4. Generate a per-number outbound webhook key (owk_...)
  5. Add a GHL workflow webhook step using that key
📸 [Screenshot placeholder: Partner Portal customer list + phone number mapping overview]

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Step 1 — Onboard the client as a customer

  1. Partner Portal → Customers
  2. Create the customer record
  3. (Optional) Enable customer portal access if you want them to see call logs/credits
📸 [Screenshot placeholder: Quick onboard customer modal]

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Step 2 — Set up credits (so usage is enforceable)

Why credits matter:
  • Agencies need a hard stop to prevent runaway spend
  • Clients need predictable billing
  1. Open customer Manage modal
  2. Go to Credits
  3. Add credits for the customer
📸 [Screenshot placeholder: Customer Manage → Credits tab]

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Step 3 — Import and assign a phone number

  1. Partner Portal → Phone Numbers
  2. Import from:
    • Twilio (owned in Twilio)
    • Retell (purchased inside Retell)
  3. Assign the number to the client/customer
📸 [Screenshot placeholder: Phone number imported and assigned to customer]

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Step 4 — Assign the outbound agent

  1. In the phone numbers table, click Assign Agent
  2. Select the correct provider agent
  3. Enable Outbound
📸 [Screenshot placeholder: Assign Agent modal with provider-specific agent list]

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Step 5 — Generate a dedicated webhook key

Each phone number has its own key.
  1. Open phone number details
  2. Generate Outbound Webhook Key
  3. Store in your agency vault/password manager
📸 [Screenshot placeholder: Outbound key generated for a specific number]

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Step 6 — Connect the client’s GHL workflow

In the client’s GoHighLevel account:
  • Add a Webhook step:
    • POST https://automate.knotie-ai.pro/api/outbound-call
  • Add Authorization: Bearer owk_...
  • Add required custom data:
    • from_number
    • to_number
  • Add dynamicdata_* fields for personalization
📸 [Screenshot placeholder: GHL workflow webhook action configured]

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Delivery checklist (copy/paste)

  • Customer created
  • Credits added
  • Number imported
  • Customer assigned to number
  • Agent assigned to number (Outbound enabled)
  • Outbound key generated and stored
  • GHL workflow published
  • Test lead submitted and call verified

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Best practices

  • Use warm lead timing (call within minutes)
  • Keep your outbound agent CTA simple (book, qualify, route)
  • Rotate numbers if you see spam flagging patterns