LEAD RECOVERY / GUIDED PRACTICE

Configure missed-call follow-up

Design a controlled missed-call path with duplicate protection.

Written by Ray / SETLYUpdated 1 October 2026

THE RESULT YOU'RE WORKING TOWARD

Done means it works.

Only the qualifying missed-call scenario enters the intended path, and repeats are suppressed as designed.

Practice project: Harbor enquiry recovery

01 / GET READY

Before you start.

Platform / editor
HighLevel workflows and contact records
Access & plan
Demo sub-account, test contacts and a known enquiry source. Real messages and calls require separate approval; use internal tasks or previews for dry runs.
Starting point
Complete the previous lesson or use an equivalent prepared demo project.

Keep a note of the exact account, project and version you use. Work with demo data and record the expected result before making changes. Never place passwords, verification codes or private customer records in your evidence.

02 / LEARN THE TOOL

Open the official walkthrough.

Use the publisher's instructions and available screenshots to locate the current controls. Then return here for the SETLY exercise and its result checks. These links open on the publisher's website.

Source credit belongs to the named publisher. These are external references, not SETLY recordings or a claim of affiliation. Screen names and plan availability can change.

03 / PUT IT INTO PRACTICE

Your task, step by step.

Use one labelled demo record or project so you can find your work again. Finish each action before continuing; if the screen differs, consult the matching official source rather than guessing.

  1. 01

    Step 1

    Identify the exact call event that should qualify, such as an inbound call that was not answered. Exclude answered calls and irrelevant directions.

  2. 02

    Step 2

    Add a short deduplication window or a recorded handled state so repeat calls do not produce repeated acknowledgements.

  3. 03

    Step 3

    Build the internal assignment and task actions first. Keep any SMS action disabled until the recipient, sender and copy are approved.

  4. 04

    Step 4

    Test missed, answered and repeated-call scenarios through the account's supported test method and inspect execution history.

04 / GET UNSTUCK

If something goes wrong.

Start with the likely cause

If every call qualifies, inspect direction and outcome filters. A manually added tag does not prove the real call trigger works.

My screen is different from the guide

Check the product, editor, account role and selected project first. Open the credited official instructions for your version. Record the difference and pause any action whose effect you cannot verify.

The screen looks correct, but the result is missing

Inspect the saved record, published page or execution log that should prove the action. A preview, success message or draft is not always evidence that data was stored or a message was delivered. Retest with one unique demo value.

05 / PROVE THE RESULT

Check it before you call it done.

Only the qualifying missed-call scenario enters the intended path, and repeats are suppressed as designed.

Keep useful evidence

Record the test date, project/version, expected result, observed result and a non-sensitive screenshot or record reference. Mark anything you did not test as untested. Your checkmarks do not certify an untested result.

Download the editable verification checklist ↓

Guide status: original written practice exercise with credited external references. SETLY screen recording and independent learner reproduction are not yet complete.

KEEP BUILDING

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