Building an AI Assistant Prompt Using Blank Canvas Introduction This SOP walks you through setting up a custom AI assistant using the Blank Canvas option inside the AI Workspace platform. You'll learn how to define the AI's identity, structure tasks ...
Setting Up and Using Knowledge Base in your AI Workspace Introduction This guide walks through how to create and use the Knowledge Base feature in your AI Workspace for chat assistants only. If you're building a voice assistant, a separat ...
Activating Your Bot for SMS/Text Channel Introduction This guide walks you through how to activate your AI assistant for use over SMS (text messaging) using GoHighLevel tags. Once set up, the assistant can automatically respond to inbound text ...
Setting Up Your Bot as a Voice Agent Introduction This guide shows you how to activate your AI assistant as a voice agent. You’ll learn how to connect a phone number, set up outbound calling, and carry context between SMS and calls using ...
Overview of Pre-Built Tools & Abilities Introduction This short guide walks you through all the pre-built tools and abilities available for your assistant. These tools expand the assistant's capabilities—helping it search the ...
Using Extractions to Populate Custom Fields Introduction This guide walks you through how to extract important information from conversations using tools and sync that data into custom fields in GoHighLevel. We'll cover how to create and conne ...
Using Add Tag & Remove Tag Tools Introduction This quick guide shows how to use the built-in Add Tag and Remove Tag tools. These tools are useful for controlling outbound call triggers and stopping conversations ...
Setting Up Call Transfers Introduction This guide explains how to set up the Call Transfer tool so your AI assistant can hand off calls to a live representative when requested. This is useful when users ask to speak to a real ...
Setting Up Calendar Booking Introduction This guide shows you how to set up calendar booking for your AI. You'll learn how to configure booking logic, add required tools, sync calendars, and create a calendar matrix for multi-calendar ...