GoHighLevel (GHL) Integration

Modified on Sat, 3 Aug at 1:09 AM

GoHighLevel (GHL) is a robust marketing and CRM platform for agencies and marketers, offering features like CRM, email marketing, SMS campaigns, and more.

Integrating GHL with Insighto.ai enables your AI assistant to automatically create new contacts in GHL. Follow these steps to set up the integration and configure your chatbot:

Setting Up GoHighLevel

1. To set up GHL, go to the Tools section under AI Agents from the sidebar. Click on the Set Up button under GoHighLevel to begin the integration process.

2. The Setup Your Tool dialog box appears. Click on Start New to initiate the configuration.

3. You’ll be directed to a third-party link. Enter your CRM details to continue and choose a sub-account.

Note: Insighto.ai currently supports only subaccounts and locations.

4. Enter a name for the integration. Once the tool is authenticated, select the function for the integration (i.e., create a new contact). Click Save.

Creating your Widget to respond to GHL Messages

Next, you need to create the widget which will respond to each GHL-triggered messages:

5. Go to the Widgets Tab. Click on the Add a Widget button.

6. Give your widget a name and description. Choose the Assistant you created that you’d like to use as your chatbot. Select GHL icon as the Widget type (as shown in the image).

7. Select the integration name that you just created in Step 4. Select the channels that you want the chatbot to respond to, such as live_agent, SMS, or other mediums from GHL.

Note: Only those messages will be responded that are received through the selected list of channels during widget creation.

8. Enter the location ID and click on the Submit button.

Once the widget is created, Insighto.ai will automatically respond to all your contacts whenever they message you from the selected channels. The AI assistant will reply through the same channel, ensuring seamless communication.