Guides
GoHighLevel guides, written from real builds
How to set up the parts of GoHighLevel that trip people up, step by step, from a Certified Admin who builds them for clients.
All guides
Every guide, newest first
Do you need Retell for a flow-based Voice AI agent in HighLevel?
HighLevel's own Flow Based Builder can branch a voice call, so routing alone is no reason to add Retell.
Read the guideInbound and outbound Voice AI in HighLevel: one agent or two?
How to split inbound and outbound Voice AI in HighLevel, and why the callback decides it.
Read the guideSetting the AI disclosure and opt-out on HighLevel outbound Voice AI
Setting the disclosure wording, the opt-out and the calling window on HighLevel's outbound Voice AI.
Read the guideWhat a HighLevel Voice AI agent can do during a call
Transfers, booking, texts, workflows, contact updates and webhooks on a live HighLevel Voice AI call.
Read the guideHighLevel Conversation AI and Voice AI API: scopes and quirks
The exact scopes and parameters for HighLevel's Voice AI and Conversation AI endpoints, and the errors that come from mixing them up.
Read the guideGetting HighLevel call transcripts through the API
The transcription endpoint, why the recording path's order gives you a 404, and how to read what comes back.
Read the guideLocal presence caller ID in HighLevel: how it picks a number and how many to buy
How HighLevel picks a local number for each call, how to turn it on, and how to work out which numbers to buy.
Read the guideHighLevel Conversation AI changes not taking effect after an API edit
Why a Conversation AI edit made through the API can save without changing the bot, and the update that fixes it.
Read the guideConversation AI: single prompt or flow builder?
How to choose between one prompt and a flow for a HighLevel chat bot, and which flow builder you're looking at.
Read the guideConversation AI prompt over the limit: what to move into a knowledge base
What stays in a Conversation AI prompt, what moves into a knowledge base, and how to make the move safely.
Read the guideBuilding an Instagram and Facebook DM setter bot in HighLevel
How to open the conversation the right way, put Conversation AI on the DM channels and book from the chat.
Read the guideHow HighLevel Conversation AI uses your knowledge base
Where the bot looks for answers, why it sometimes ignores what you added, and how to prove it reads the right source.
Read the guideWhat to put in a HighLevel AI knowledge base, and what to keep out
The entries worth writing, the source type that suits each, and the material that leads a bot to wrong or awkward answers.
Read the guideA2P 10DLC rejected in HighLevel: check the EIN letter first
How to tell a brand rejection from a campaign rejection, and how to compare the filing with the IRS letter line by line.
Read the guideA2P approved but texts still not delivering in HighLevel
Why an approved campaign doesn't mean every number can send, and what the code on a failed text points to.
Read the guideStandard 10DLC, Sole Proprietor or toll-free: which path in HighLevel
Which texting registration a business files in HighLevel, decided by the number it texts from and the tax ID it holds.
Read the guideWhy a text failed in HighLevel: read the error code
Where HighLevel shows the error on a failed text, what the common codes mean, and why Try again comes last.
Read the guide'DnD enabled by customer' when the customer did nothing
Why a contact can land on SMS DND after a failed text, and how to tell a failed number from a genuine opt-out.
Read the guideShould you add 'Reply STOP' to texts sent from HighLevel?
What HighLevel adds to your texts on its own, when it holds back, and where the setting lives.
Read the guideAdding an If/Else above existing steps in a HighLevel workflow
Why the steps below jump into the first branch, how to keep the old flow intact, and how to get back if it goes wrong.
Read the guideHighLevel merge field fallback: why '| default:' breaks a send
Why '| default:' fails a HighLevel send, and the fallbacks that work in email and snippets.
Read the guideSMS snippets created through the HighLevel API come out blank
Why a HighLevel text snippet created by code arrives with no message, and how to write and check the body.
Read the guideA 30-day lead nurture cadence for HighLevel
Seven sets over a month, the Wait steps that build them, and how a reply ends the sequence.
Read the guideHighLevel appointment reminders: what to send and which link goes where
When to remind, which link each reminder carries, and how to keep the calendar and a workflow from both sending.
Read the guideFollowing up a no-show in HighLevel
Start recovery from the No-show status, keep it apart from reminders, and check why a trigger didn't enroll.
Read the guideA 90-day reactivation workflow in HighLevel: who should get it
The contacts we enroll in reactivation, the ones we leave out, and the two clocks HighLevel can measure quiet by.
Read the guideTracking call outcomes in HighLevel with a lead disposition field
A contact field that keeps every call outcome, set up on the right object, with smart lists that read it.
Read the guideCan a HighLevel workflow run across sub-accounts?
Why each location runs its own automations, and how to copy a workflow or a contact from one to another.
Read the guideHighLevel contact time zone is wrong: fixing send times
Find which time zone a workflow used, fix the settings behind send times, and check the contact data last.
Read the guideCan you create HighLevel workflows and pipelines through the API?
Which parts the HighLevel API can create now, the beta gate on workflows, and how to change a live workflow safely.
Read the guideRound robin or direct calendar in HighLevel, and how booking buffers work
Which HighLevel calendar type fits how your team takes bookings, and why buffers block times that look open.
Read the guideSeparate AI booking and manual booking calendars in HighLevel
When to give the AI its own calendar, and how to keep it off the one your team books by hand.
Read the guideMove the opportunity in HighLevel when an appointment is booked, missed or cancelled
How to move a HighLevel opportunity on booked, no-show and cancelled without the update quietly skipping.
Read the guideCloning a HighLevel calendar through the API loses its look: how to keep it
Why a calendar copied through the HighLevel API books fine but shows default styling, and how to carry the look across.
Read the guideOne pipeline or several in HighLevel?
A three-question test for when a new audience needs its own HighLevel pipeline and when a tag is enough.
Read the guideHighLevel custom field merge tags that resolve in AI prompts
Why custom field tags come up blank in HighLevel AI prompts, and how to insert and test ones that fill in.
Read the guideWhich source and UTM fields to add in HighLevel
What HighLevel records about where a lead came from, and the few fields worth adding beside it.
Read the guideHighLevel pipeline stage history: what the funnel report shows, and how to keep the rest
What HighLevel's funnel widgets really count, and how to keep a dated record of every stage move.
Read the guideWhich HighLevel plan do you need for an API integration?
What HighLevel's plans include for API access, and the few endpoints that need Agency Pro.
Read the guideIs HighLevel's message history a compliance archive?
What HighLevel documents about deleting and keeping conversations, for firms with recordkeeping duties.
Read the guideCan you store sensitive documents in HighLevel?
What HighLevel's security statements cover, where files live in an account, and what to settle before anything sensitive goes in.
Read the guideHosting a small API inside HighLevel with AI Studio
Host a small JSON endpoint inside HighLevel with AI Studio, keep its keys in Secrets and test it before anything depends on it.
Read the guideWhich Conversions API event should be primary in HighLevel?
Why HighLevel has no primary switch, how Funnel and Lead Events differ, and what to check before a campaign leans on an event.
Read the guideWhich HighLevel triggers can send a Conversions API event?
Which workflow triggers can send Funnel Events and Lead Events to Meta, and the conditions on stage changes, bookings and orders.
Read the guideWho should connect Facebook to a client's HighLevel account?
Why the client connects Facebook from their own login, what HighLevel needs, and how to fix a connection that syncs nothing.
Read the guideGetting HighLevel contacts into a Kixie PowerList
Why a tag doesn't fill a PowerList, the workflow that does, and how to read Queued and Deferred numbers.
Read the guideA speed-to-lead waterfall with Kixie and HighLevel
How to chain Kixie PowerLists by Priority, feed the top one from HighLevel and keep new leads first in line.
Read the guideKixie 'answered' is not a live conversation
Why Kixie's Answered includes voicemail, how Connected and dispositions differ, and how to count real conversations.
Read the guideWhy HighLevel undercounts a rep's calls
Report filters, time zones and Kixie's synced call records can each open a gap between a rep's calls and HighLevel's totals.
Read the guideBuilding a HighLevel snapshot: where each client value goes
Business Profile, Custom Values or Custom Fields: where each client detail belongs in a HighLevel snapshot, and how to check the copy.
Read the guideGetting existing HighLevel workflows ready to copy to another brand
How to take one brand out of existing workflows before you copy them to the next brand.
Read the guideHighLevel agency custom CSS made buttons invisible: what broke and how to fix it
What hides Back, Save and Filters labels after a color change, and the narrower rules that bring them back.
Read the guideHighLevel login page custom JS not loading? Build the login in CSS
Why the agency login is a poor place for Custom JavaScript, and how to do the same work in CSS.
Read the guideHighLevel Affiliate Manager: how commissions and payouts actually work
Charge counts, which rate applies, refunds and the monthly path from Pending to Paid in Affiliate Manager.
Read the guideWhat HighLevel Affiliate Manager can't track
The four places referral tracking stops in HighLevel, and how to tell which one cost an affiliate their credit.
Read the guideSetting up sub-affiliates in HighLevel
Tiers, the three ways a sub-affiliate joins, and how far down a sale pays in Affiliate Manager.
Read the guideHighLevel email API gotchas: threading, scheduled sends and sender name
Reply threading, scheduled sends, cancelling them, and the sender name in HighLevel's conversations API.
Read the guideSending a transactional email from HighLevel without another email service
Sending a single email to an existing contact through HighLevel's own email setup, from provider check to stored ids.
Read the guideImporting contacts into HighLevel: pick the method first
One-time import or live sync, the ways contacts get into HighLevel, and a CSV import done without losing columns.
Read the guideKeeping office and mobile numbers on a HighLevel bulk import
How to bring two or more phone numbers in on one contact, and make sure the right one is primary.
Read the guideRather have it set up for you?
Book a 30-minute 1:1 with Rob to talk through your account.