FieldCue User Guide & Help Center
Learn how to connect your account, monitor calls, automate CRM data extraction with FieldCue Autofill, and orchestrate pipeline stage movements with FieldCue Pipeline Sync.
1. Connecting & Setting Up Your Account
To begin analyzing calls, you need to connect your GoHighLevel sub-account and set up a webhook trigger. This ensures that every time a recording is available, it is automatically sent to FieldCue for analysis.
Step-by-Step Connection
- Click the 🔌 Connect GoHighLevel button in the top navigation bar.
- Log in with your GoHighLevel agency or location credentials, select the sub-account (location) you want to link, and authorize permissions.
- Once redirected, navigate to the Setup Guide in the menu.
- Copy your unique Webhook Ingestion URL.
- In GoHighLevel, go to Automation → Workflows and create a workflow triggered by Call Status completed or Recording Available.
- Add a **Webhook** step to post to the copied URL.
2. Monitoring Your Call Queue
The main Dashboard gives you an active overview of your incoming calls. It displays total metrics (completed, pending, or failed calls) and lists your recent call log queue.
Queue Functions & Benefits:
- Real-time status badges: Instantly see whether a call has finished processing, is pending transcription, or encountered an ingestion issue.
- Quick Previews: Read a concise, 1-2 sentence call outcome summary directly in the table row without opening the full details.
- Inspect Details: Access complete speaker-separated transcripts, extracted CRM answers, and call outline logs.
- Live Productivity Insights: View automatically computed metrics including total hours saved and estimated labor value generated by automated notes.
3. Mapping Custom Fields (FieldCue Autofill)
Save hours of manual data entry by instructing **FieldCue Autofill** to automatically extract key information from your sales calls—such as customer budget, pain points, or timeline—and write them back to your GoHighLevel CRM custom contact fields.
How to Map a Field:
- Navigate to the Fields page.
- Select your target GoHighLevel field from the dropdown—the system automatically resolves the name, type, and options.
- Write clear, simple instructions for what the AI should look for in the transcript (e.g. "Identify the dog's name being registered").
- Set a **Confidence Minimum** threshold (e.g. 70%) to ensure values are only synchronized to your CRM when the AI is highly confident.
- Choose whether to **Overwrite** existing contact details or only fill fields when they are blank.
3.5. GoHighLevel Sales Audit & Compliance Sync
Enable the **Sync Sales Audit** option under **AI Prompt & Script Tuning** settings to push key call quality metrics, buying likelihood, script compliance scores, emotional indicators, and coaching insights directly to custom contact fields in GoHighLevel after each call completes.
How to Set Up Custom Fields in GoHighLevel
To enable syncing, you must manually create the matching custom fields inside GoHighLevel under Settings → Custom Fields. Ensure the names match the standard configurations below exactly:
| GHL Field Name | GHL Custom Field Type | Description & Expected Values |
|---|---|---|
| Script Adherence | Numeric or Single Line Text | The percentage (0-100%) score representing how well the agent followed the script. E.g., 75 or 75%. |
| Call Goal Status | Single Line Text | The outcome status of the call. E.g., Achieved, Not Achieved, or Partial. |
| Lead Temperature | Single Line Text | The buyer temperature inferred by the AI. E.g., Cold, Warm, or Hot. |
| Buying Likelihood | Numeric or Single Line Text | Probability score (0-100%) of closing the deal. E.g., 85 or 85%. |
| Emotional Cues | Multiline Text | Detailed summary of prospect's tone, emotional reactions, excitement, or objections. |
| Call Coaching Feedback | Multiline Text | Constructive coaching insights and action items highlighting agent improvement areas. |
4. Custom Pipeline Transitions (FieldCue Pipeline Sync)
Ensure your sales pipeline stays updated in real-time. Define semantic outcome rules in **FieldCue Pipeline Sync** to automatically move GoHighLevel opportunities to specific stages based on what happened during the conversation.
Creating a Transition Rule:
- Navigate to the Transitions page.
- Choose the target GoHighLevel Pipeline and select the specific Stage to move the opportunity into.
- Describe the semantic trigger criteria under **Call Outcome Criteria** (e.g., "schedules a consult in-person", "objects due to pricing", or "requests a follow-up email").
- The AI evaluates the transcript after each call. If the conversation outcome matches your criteria, the contact's pipeline opportunity shifts automatically.
5. Pipeline Sync vs. Automations (FieldCue Tasker)
While both features update your pipeline stages in GoHighLevel, they serve distinct, complementary purposes. Understanding how they differ allows you to design a robust, automated sales flow.
🚦 FieldCue Pipeline Sync
Custom Semantic Triggers: Moves opportunities based on the specific context of the conversation.
- Triggered by unique call outcomes (e.g., pricing objections, consults booked, or callback requests).
- Evaluates semantic descriptions of the call conversation.
- Configured and managed on the Transitions page.
⚙️ FieldCue Tasker
System Defaults & Tasks Sync: Manages global fallback settings and checklist creation.
- Sets binary fallback stages: **Goal Achieved** and **Goal Failed** (used if no custom transition rules match).
- Handles objection-specific failure redirects (up to 5 reasons like "pricing objection" or "too far away").
- Automates GHL Tasks: Converts AI-identified next steps into CRM to-do tasks.
- Configured and managed on the Automations page.
🛠️ Troubleshooting & Common Issues
Issue: Completed calls are not appearing in my dashboard queue
- Verify that the Webhook Ingestion URL in your GoHighLevel workflow matches the unique URL in your **Setup Guide** (/integration), including the security token (`?secret=...`).
- Ensure your GoHighLevel workflow is active/published and the test contacts have valid call recording attachments.
- Contact an administrator to review the webhook ingestion log payload files to confirm if payloads were received but skipped.
Issue: Custom fields are not updating in GoHighLevel
- Check the AI confidence score in the call's details view. If the confidence level is below your field's configured **Min Confidence** threshold, the system skips syncing to prevent inaccurate data.
- Verify that the field's mapped ID corresponds to the correct custom field ID in GoHighLevel (Settings → Custom Fields).
- Check that **Overwrite** is set to 'Yes'. If set to 'No', the system will never replace an existing value in GoHighLevel.
Issue: Follow-up tasks are not showing up on GHL Contact records
- Verify that **Automated GHL Tasks Syncing** is turned ON in your **Automations** (/automations) settings page.
- Check if follow-up items were detected in the call transcript. If no next steps, agreements, or requests were made during the call, no tasks are generated.
6. Bulk Actions & Archiving Workflow
Manage your call queue efficiently at scale. FieldCue allows you to select multiple call records from the main dashboard and execute operations in bulk from a dropdown selector.
Supported Bulk Actions
📥 Active Queue Tab Actions
- Archive Calls: Move selected calls out of the active queue into the Archived Calls tab.
- Download JSON: Export complete structured metadata of selected calls as a single JSON file.
- Create Archive (.md): Bundle full transcript lists and AI summaries into one formatted Markdown file.
- Delete Calls: Permanently delete selected calls. Requires double confirmation.
🗄️ Archived Calls Tab Actions
- Restore to Active: Move calls back from Archive to your Active Queue, restoring active sync context.
- Download JSON & Markdown: Also supported for archived calls.
- Delete Calls: Permanently purge archived records.
7. Manual Outcome Overrides & Custom ROI settings
Take control of your data accuracy. FieldCue allows authorized operators to manually correct AI outcome scores, and customize ROI factors to reflect actual operational costs.
✍️ Manual Outcome Adjustments
If an AI call audit fails to correctly capture a metric due to bad recording quality or conversational edge cases, users with Super Admin, Admin, or Manager roles can manually adjust the scores.
- Click Adjust Outcome in the Sales Intelligence section on the Call Details page.
- Override Goal Status text, Script Adherence %, Lead Temperature, and Close Likelihood %.
- Saves are fully audited: logs capture who performed the change and when.
- Manually adjusted outcomes display a pencil
✍️icon across all dashboard lists.
💰 Configurable ROI Factors
By default, FieldCue estimates return on investment using $30/hour labor costs and 5 minutes saved per call. Authorized managers can customize these settings to match exact business parameters:
- Navigate to the Settings & Configuration page.
- Under the ROI Calculator Factors Settings card, enter your customized minutes saved and labor hourly rate.
- Dashboard ROI panels automatically update all calculations.
- Supports instant reset back to system defaults.
8. FieldCue Affiliate Partner Program
The FieldCue Partner Program allows marketing consultants, SaaS agency owners, and content creators to earn monthly recurring revenue by referring new locations and sub-accounts.
🤝 Program Overview & Terms
- Lifetime Commission: Earn 30% monthly recurring commission on every referred paid subscription invoice.
- Cookie Window: Cookie remains active for 60 days after click.
- Safety Escrow: Standard 30-day holding escrow to manage customer chargebacks or refunds.
- Payout Rules: Batch processing on the 1st business day of each month for balances above $20 via PayPal.
- Affiliate Disclosures: FTC guidelines require partners to display a clear disclosure, such as: "If you click a link and buy, we may receive a commission at no cost to you."
🛡️ Admin & Integration Operations
The affiliate program integrates with **Rewardful** and **Stripe** to track clicks and invoice commissions automatically.
- Site Key Auth: Admins configure the portal by setting
NEXT_PUBLIC_REWARDFUL_SITE_KEYin environment variables. - Stripe Integration: The system retrieves the client cookie (
rewardful.referral) and attaches it as Stripe metadata (referral/rewardful) on checkout. Stripe webhooks notify Rewardful of completed invoice charges. - Manual Overrides: If tracking fails, admins can manually map a customer to a partner directly inside the Rewardful or Stripe dashboards.
Leaderboards & Plan Access
FieldCue compiles an internal partner leaderboard to recognize top advocates. Leaderboards are updated daily, ranking affiliates by active referred subscription counts.
- Feature Access: Free registration is open to all tiers. Connecting referral tracking links does not require a paid plan.
- Package Entitlements: Leaderboard displays and advanced partner metrics are unlocked on the Pro package and higher (Beta and Trial accounts have all features enabled).
- Permissions: Admin views and configuration controls under the Admin Portal are restricted to `platform_owner`, `app_manager`, or `admin` roles.
Admin Oversight & Configurations:
As a platform administrator, accessing the Admin Portal (`/admin`) allows you to view connected locations, track total processed minutes, adjust package overrides, and audit OpenAI/Anthropic developer API cost transactions.