Getting Started

Helix Dialer is a dialer that lives inside GoHighLevel. There’s no separate softphone to install and no second tab to keep open — your agents stay on the GoHighLevel screens they already work in, and the dialer comes to them.

Where it shows up

Once your agency has installed it, the left sidebar of each sub-account it was installed for gains three items:

Sidebar item	Who sees it	What it opens
Helix Dialer	Everyone	The dialer bar — the agent’s phone
Helix Config	Admins only	The configuration screens: Campaigns, Contacts, Numbers, Vendors, Users, Settings
Helix Dashboard	Admins only	The live agents board, call history and reporting

The bar stays hidden until someone clicks Helix Dialer. It then docks into GoHighLevel’s own top header and stays there while the agent moves around GoHighLevel, so a call survives the trip from a contact to a conversation to a dashboard.

All three open inside GoHighLevel rather than in a new tab, so signing in once covers all of them.

The two roles

Everyone on your account is either an Admin or an Agent. You choose which when you invite them, and you can change it later.

Admins configure the account: they buy numbers, build campaigns, invite people, and watch the floor. Helix Config is theirs alone — an agent who opens it is told Admins only.

Agents take and make calls. They join a campaign from the dialer bar and work it; they never see the configuration or reporting screens.

Helix Dashboard is admins-only too — the live floor board and the account’s whole call history. Agents don’t have it; the only item in their sidebar is Helix Dialer.

If you are	Read
The person setting this up	Admin — every configuration screen
An agent taking calls	Dialer — the bar and everything on it
An admin watching the floor	Logs — the live agents board, calls, integrations and cost reporting

What a working setup needs

Before the first call goes out, an account needs all of this:

1. An account — created once, on the Helix Config page, by whoever is setting the dialer up.
2. A subscription — you buy agent seats. A seat is one person on your team; the number of seats is the cap on how many people you can invite.
3. A connected GoHighLevel sub-account — the one your campaigns pull contacts from. Campaigns can’t run until it’s connected.
4. Team members — invited under Users, each as an Admin or an Agent.
5. Numbers — the numbers your campaigns dial out from and receive calls on. Each agent also gets a direct number of their own: their caller ID when they dial someone by hand, and the number that rings them directly. See Numbers.
6. A campaign with a list — a campaign holds the dialing rules; a list supplies the people to call. A campaign with no list has nothing to dial.

Then an agent opens Helix Dialer, picks the campaign, and goes ready.

Start here

1. Installing — what your agency installs, and what appears in GoHighLevel afterwards.
2. First setup — the path from a brand-new account to a campaign an agent can work.