Removing Bottlenecks: Faster Setup, Integrated Automations, Better Sub-Account Management

This is one of the most operationally important updates we’ve shipped for agencies and teams running voice at scale.

This release is built around three things:

• More control across sub-accounts

• Faster agent deployment through website-based training

• Deeper automation through built-in CRM workflows

Here’s what’s new.

Transfer Minutes Between Sub-Accounts

Agencies can now move minutes between sub-accounts directly inside Account Manager.

Minute transfers currently work from Primary to Secondary Sub-Accounts, making it easier to prevent uneven balances, wasted capacity, or clients running out of minutes mid-campaign.

Before confirming a transfer, thinkrr clearly shows:

• Exactly how many minutes will be deducted

• Exactly how many minutes will be received

• A visual warning when pricing markups affect the final minute amount

Everything is transparent before you click confirm.

Website-Based Agent Creation and Retraining

Receptionist agents can now be created or retrained using a website URL.

Instead of manually filling out training fields from scratch, you can drop in a website link and thinkrr will automatically scan the site and fill ALL key configuration fields for you.

Setup now takes merely seconds, and you can choose whether to:

• Update key information only

• Retrain the entire agent

This makes onboarding and iteration dramatically faster.

Smart Actions for Automatic CRM Workflows

Inbound agents now include built-in Smart Actions that trigger GoHighLevel workflows directly.

After a call, your agent can automatically:

• Apply tags

• Launch follow-up automations

• Trigger one or more published workflows instantly

No manual workflow building required just to get basic execution working.

Automatic CRM Contact + Notes Sync

Contacts can now be created automatically when they don’t exist, and call notes are logged immediately after inbound or outbound calls.

Notes include:

• Sentiment

• Duration

• Summary

• Call direction
  
  

Existing CRM contacts are never overwritten, so your data stays clean and safe.

New contacts created through voice interactions are tagged with: voice-ai-agent-created

Knowledge Pack Center

Knowledge Packs now have a new dedicated hub in the sidebar.

No more bouncing around agents and projects just to edit your packs! You can also now search using agent names and description.

Improved Test Call Experience

Test calls now have a visual feedback for users to monitor their microphone activity, just in case you accidently leave it on mute (again).

Final Thoughts

This update removes bottlenecks across onboarding, execution, and automation.

More control, faster setup, and deeper CRM continuity all in one release.

That’s all we’ve got this week. Keep an eye out for more updates soon.