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Guide · AI prompts

HighLevel custom field merge tags that resolve in AI prompts

A merge tag in a GoHighLevel (GHL) AI prompt fills in only when three things line up: a field the editor supports, a value saved on the record, and a record the AI is actually working with. Insert tags from the editor's Custom Value menu instead of typing them, keep business facts in custom values and contact details in custom fields, and tell the AI what to do when a value is blank.

Rob EasonPublished

Blank values and raw tokens

The prompt looks right in the editor. Then, in a test call or chat, the AI says nothing where the value should be, or reads the token out with its curly braces.

Both have the same root. A merge field pulls the saved value at the moment the content is generated. If there's no value, or no record for it to come from, the result is blank even when the tag is spelled perfectly.

Custom fields or custom values?

HighLevel splits stored data in two. Custom fields hold information about one record, such as a contact's service interest or renewal month. Custom values hold reusable information that's the same for everyone, such as your office hours or your booking link.

For a prompt, the split decides what can go wrong. Business facts belong in custom values, because they read the same on every conversation. Facts about the person belong in custom fields, and those fill in only when the AI is working with that contact and the field has a value.

Business facts in custom values. Person facts in custom fields. A plan for blanks in both.

Insert and test a tag in a Voice AI prompt

Conversation AI fields that support merge fields take tags the same way. These steps use Voice AI because it has both the Custom Value menu and a test panel in the builder.

  1. Open the contact you'll test with and confirm the field actually holds a value.
  2. Go to AI Agents, then Voice AI, select the agent and open Build.
  3. Put the cursor in a field that accepts merge fields and choose the tag from the Custom Value menu, so the editor inserts a token it recognizes.
  4. Add a line telling the agent what to do if the value is missing, for example to ask the caller for it.
  5. Save the agent.
  6. Open Test Audio with a contact who has the value and again with one who doesn't, and listen to both.

How we write the tags

In our builds every contact tag is written as {{ contact.field_key }}, lowercase with underscores, and the custom field's key matches it character for character. Our own checks flag camelCase keys, a contact.custom prefix and square-bracket placeholders before a prompt goes live.

That's a house rule, not a HighLevel rule. The platform's reference is the picker: whatever token the Custom Value menu inserts is the one to keep, even where it differs from our format.

Custom values are also not Custom Actions. A custom value drops information already stored in HighLevel into the prompt. A Custom Action is how a Voice AI agent connects to another system. If the information lives outside HighLevel, no tag will fetch it.

Rather have it set up for you?

We'll set up your custom fields and values, write the prompt tags, and test them on full and empty records. It begins with a 30-minute 1:1 with Rob.

Book a 1:1 with Rob

Why a tag that works elsewhere comes up blank

A tag that fills in perfectly in an email can still fail in a prompt. HighLevel notes that a token supported in one place may not be available in the editor you're using, so trust the menu in front of you over a tag copied from somewhere else.

  • Typing a tag by hand instead of choosing it from the menu
  • Testing only with a contact whose fields are all filled
  • Keeping business facts in contact fields, where every new lead has them blank
  • Expecting a tag to pull data from another system, which is a Custom Action's job
  • Leaving out the instruction for missing values, so the AI improvises

Questions

Merge tag questions

Why does my AI prompt show a blank where the custom field should be?
Usually the contact has no value in that field, or the AI isn't working with a contact record at that point. Check the record first, then use Test Audio with a contact who has the value.
What's the right format for a custom field merge tag?
Use the token the editor's Custom Value menu inserts; that's the platform's reference. In our builds contact tags follow {{ contact.field_key }} in lowercase with underscores, but where the picker differs, the picker wins.
Should business details go in custom fields or custom values?
Custom values. They store information that's the same across records, so the prompt reads the same text on every conversation. Custom fields are for details about one contact.
Can a merge tag pull live data from another system?
No. A custom value inserts information already stored in HighLevel. To reach another system during a call, Voice AI uses Custom Actions instead.
How do I stop the AI saying something odd when a value is missing?
Write a fallback instruction into the prompt, such as asking for the detail instead of guessing it. HighLevel's Voice AI guidance recommends planning for missing values, and a Test Audio run on a blank record shows whether yours works.
Rob Eason

Who you talk to

Rob Eason

Rob runs HLAI Experts and takes the 1:1 calls himself.

He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.

He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.

Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.

On the call he looks at your account, not a script.

5/5 across 83 reviews in HighLevel's Certified Admin Directory