Features
What comes with the dialer.
The dashboard and the call logs that sit behind the call bar.
Reporting
Every call your team placed or took, filterable by agent, number, campaign, list, vendor and outcome. Open a row and it says what happened, in plain English.
A second tab shows what Helix and GoHighLevel sent each other. The whole page is for admins — agents work from the bar.
Monitoring & supervision
The live board shows who is ready, who is on a call and how long they have been there. From any row a manager can listen without being heard, speak to the agent alone, or join the call outright, and switch between the three mid-call.
Coaching is armed on the person, and carries into their next call.
Callers in Queue
2| Caller | State | Campaign | Vendor | Waiting |
|---|---|---|---|---|
| (404) 555-0177 | GA | Aetna Q3 | Redline Leads | 0:34 |
| (512) 555-0142 | TX | Final Expense — TX | — | 0:12 |
Agents
| Agent | Status | Campaign | Duration | Actions |
|---|---|---|---|---|
Dana Reyes dana.reyes@northgate.co | On Call | Medicare AEP | 1:36 | |
Marcus Webb marcus.webb@northgate.co | On Call | Aetna Q3 | 6:52 | |
Nia Coleman nia.coleman@northgate.co | Ready | Medicare AEP | 3:08 | |
Tomas Vela tomas.vela@northgate.co | Ready | Aetna Q3 | 0:06 | |
Priya Raman priya.raman@northgate.co | Wrap Up | Aetna Q3 | 0:22 | |
Bo Whitfield bo.whitfield@northgate.co | Paused | Final Expense — TX | 9:00 |
Spam protection
Helix registers your business with the major carriers and enrols the numbers you own, including the ones you add later. It is one switch in the dashboard, and it is in the plan.
Numbers & local presence
Buy numbers in the dashboard and give each one a job: an agent's own direct line, a shared number that rings a queue, a lead vendor's line, or the outbound pool.
When a campaign dials, it presents the least recently used of the five numbers closest to the person being called — by their zip if you have it, then their state, then their area code.
Lead vendors & CPA
Vendors post leads straight into a campaign and get a number of their own for live transfers. Duplicates are caught across the whole account.
Give a vendor a rate and each of their calls carries what it was worth. Cost per acquisition reads by vendor or by agent.
Contacts & GoHighLevel sync
Every contact in the linked location is held here and kept in step with GoHighLevel.
Dial a list you built by hand, or link a GoHighLevel smart list and let it keep itself current. What the agent marks at the end of a call goes back the other way: a tag and fields on the contact, and the recording in their conversation timeline.
Compliance records
- Do Not Call, and where each entry came fromWho put a number on the list, and where it came from.
- What was checked, on every callEach call is stamped with the version of your list it was checked against.
- Calls that were not placedA refused call is recorded with its reason.
- Consent from posted leadsKept as its own record.
- Do Not Disturb, both waysHelix and GoHighLevel mirror each stop.
Users & roles
Admins manage the account; agents dial. You invite someone by email, give them the campaigns they work and the licences and requirements their calls need, and hand them a direct line of their own.
Switching a user off signs them out on the spot and frees their seat for the next hire.
One plan. Start with one user.
Helix is in private release with a small number of GoHighLevel agencies. Tell us about your team, or read the dashboard screen by screen first.