How to connect
- In GoHighLevel, open the sub-account you want to use.
- Go to Settings, then “Private Integrations”, and press “Create new integration”. Name it “Global AI”.
- Allow: View Contacts, Edit Contacts, View Locations, View Opportunities and Edit Opportunities. Copy the key it shows you.
- Find your Location ID in Settings, then “Business Profile” (it's also the part after /location/ in the address bar).
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your CRM”, then GoHighLevel, and tap “Connect GoHighLevel”.
- Paste the Location ID and the private integration key and tap “Connect”.
We check the key works, then store it encrypted. It's never shown again.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
What gets sent
- The contact, found or added by phone number or email, with their name. New contacts get the source “Global AI Receptionist”.
- Tags: “Global AI” on every contact, plus “lead: hot”, “lead: warm” or “lead: cold”. Only the latest lead tag stays on.
- A note: phone call or website chat and when, the result, the lead score and reason, how long it was, and the summary.
Open an opportunity for hot leads (optional)
Switch on “Create an opportunity for hot leads”, then pick the pipeline and the “Stage” new ones start in. You need at least one pipeline in GoHighLevel first.
What isn't sent
- Calls and chats with no phone number or email.
- Anything scored “Not a lead”, and spam.
- Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to GoHighLevel any more. Nothing already in GoHighLevel is deleted.